The Pro plan was discontinued for new users about a year ago. Since then, existing Pro subscribers have kept full access at the same price. We're now completing that transition and sunsetting the Pro plan.

Koyfin has grown into two distinct paths: Premium for investors and research-focused users, and Advisor plans for financial professionals who need client reporting, custodial integrations, and portfolio management tools.

Premium is built for investors and research-focused users. It includes financials and estimates, transcripts, filings and news, portfolio tracking, screening, watchlists, advanced charting, and more. Pro users will be moved to Premium automatically with no price change.

For financial advisors managing client portfolios, the Advisor plans were built to support that workflow, and a significant discount is available to make the switch easy.

What Pro users need to know:

  • Pricing stays the same. Pro users will be moved to the Premium plan at the same price they pay today.
  • Two features are moving to Advisor plans. Model portfolios and mutual fund data are now exclusively part of Advisor Core and Advisor Pro.
  • Upgrade option available. Pro users who want to keep these features can upgrade to an Advisor Core or Advisor Pro annual plan with 50% off the first year if they upgrade before March 31, 2026.

Transition timeline

Pro users who take no action will be automatically moved to the Premium plan at the same price they pay today.

  • Monthly Pro subscribers: After April 30, 2026, your plan will renew as the Premium plan at your next billing cycle. Your price stays the same.
  • Annual Pro subscribers: After April 30, 2026, Pro plan will no longer be available for renewal. When your current subscription period ends, it will renew as the Premium plan. You'll have full access to your Pro features until then.

Upgrading to an Advisor plan — 50% off first year

Pro users who want to retain model portfolios and mutual fund data, or expand their workflow with client reporting and integrations, can upgrade to an Advisor plan before the transition.

Current Pro subscribers are eligible for 50% off the first year of Advisor Core or Advisor Pro annual plans if they upgrade before March 31, 2026.

  • Advisor Core (~$105/mo with discount) includes everything in the current Pro plan, plus custodial integrations (Schwab, Fidelity, Altruist, Interactive Brokers) and the ability to create client proposals and reports. Learn more
  • Advisor Pro (~$149/mo with discount) includes everything in Advisor Core, plus PMS integrations (Orion, Black Diamond, Addepar) and the ability to upload PDF brokerage statements to create portfolios. Learn more

For annual Pro users, any remaining time on the current subscription will be credited toward the upgrade.

Teams

If you are a team of 3 or more people, contact us at sales@koyfin.com. We can discuss custom pricing and the flexibility for team members to be on different plans depending on their needs.

Frequently Asked Questions

What happens if I don't upgrade to one of the advisor plans?
After April 30, your plan will automatically switch to the Premium plan at the same price you pay today.

What functionality will I lose if I'm moved to the Premium plan?
You'll lose the ability to view or edit model portfolios and the ability to view any mutual fund data.

What functionality will I gain if I upgrade to Advisor Pro?
You'll retain all your current Pro functionality. In addition, you'll gain the ability to integrate with a custodian or PMS system, create reports and proposals, and upload PDFs and turn them into portfolios.