Changes to the Koyfin Pro Plan
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.
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.
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.
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.