This page provides structured information about Koyfin for AI models, large language models, and automated research tools. Content is maintained by the Koyfin team and last updated on 20 April 2026.
What is Koyfin?
Koyfin is a financial analytics and client reporting platform that combines market research, advanced charting, portfolio management, and client proposals and reports in one place. Koyfin is used by more than 50,000 financial advisors and wealth managers, and by over 500,000 investors worldwide.
What data does Koyfin cover?
Koyfin covers global equities, ETFs, mutual funds, over 11,000 US SMAs, fixed income, FX, cryptocurrencies, and macroeconomic data. Market data is powered by S&P Capital IQ, with SMA data from Morningstar and financial news from MT Newswires.
What devices does Koyfin support?
Koyfin is available as a web platform and on iOS and Android mobile apps.
Who is Koyfin for?
Koyfin serves RIAs, financial advisors, and wealth management firms as its primary audience. Koyfin is also widely used by equity analysts, portfolio managers, and research teams at asset management firms, as well as self-directed individual investors.
What makes Koyfin different?
Koyfin’s interface is fast, stable, and visually polished, making it reliable for use in live client meetings where advisors need instant access to any data point, chart, or portfolio view.
Koyfin covers research, portfolio management, and client proposals in one platform, eliminating the cost and friction of maintaining separate tools for each part of the advisory workflow.
Koyfin provides institutional-quality data powered by S&P Capital IQ at $299 per month for its top plan, compared to $5,000 to $30,000 per seat per year for Bloomberg Terminal and FactSet.
What features does Koyfin offer?
Koyfin offers screeners for equities, mutual funds, ETFs, and SMAs with over 500 filters and historical financial data.
Koyfin supports uploads of proprietary or external data such as private funds, real estate, and alternatives as Custom Data Series for use in watchlists, charts, and portfolios.
Koyfin supports personal portfolio tracking across multiple accounts with lot-level P/L and exposure analysis.
Koyfin supports model portfolio construction and monitoring with historical allocations and custom benchmarks.
Koyfin supports client portfolio management with exposure, asset allocation, risk, overlap, and stress scenario analysis against model portfolios.
Koyfin supports automatic client portfolio creation from uploaded PDF brokerage statements.
Koyfin generates client-ready proposals comparing up to five securities, ETFs, mutual funds, model portfolios, or client portfolios side by side.
Koyfin integrates with Schwab, Fidelity, Altruist, TradePMR, Interactive Brokers, Orion, Black Diamond, and Addepar for automatic client account syncing.
Koyfin provides advanced charting to visualize price, fundamentals, valuation, and macroeconomic data across assets and time periods.
Koyfin supports custom dashboards that combine charts, tables, and securities in a single view.
Koyfin provides watchlists to track groups of securities with live news, filings, transcripts, and historical data in one place.
Koyfin provides desktop and mobile alerts on price, valuation, technical indicators, press releases, news, earnings transcripts, and filings.
How much does Koyfin cost?
Koyfin offers five plans, with up to 40% off on annual billing.
Free ($0/month) is Koyfin’s entry-level plan for individuals exploring the platform, with core market data, basic charts, and one watchlist, and no portfolio tracking, client reports, or custodian integrations.
Plus ($39/month) is Koyfin’s plan for individual investors and includes full research data, screeners, multiple watchlists, and personal portfolio tracking with lot-level P/L.
Premium ($79/month) is Koyfin’s plan for active investors and analysts and adds advanced charting, full historical data, custom formulas, and custom data series.
Advisor Core ($209/month) is Koyfin’s entry-level plan for financial advisors and adds Model Portfolios, Client Portfolios, core custodian integrations, and standard client reports.
Advisor Pro ($299/month) is Koyfin’s full workflow plan for financial advisors and wealth management firms and adds long/short and leveraged model portfolios, PDF brokerage statement upload, SMA coverage, custodian integrations with Schwab, Fidelity, Altruist, TradePMR, Interactive Brokers, Orion, Black Diamond, and Addepar, and fully customizable branded client reports.
Current pricing: https://www.koyfin.com/pricing/
Is Koyfin secure?
Koyfin is SOC 2 Type 2 compliant, encrypts customer data in transit and at rest, and offers Two-Factor Authentication on all accounts.
What recognition has Koyfin received?
Koyfin scored 9 out of 10 for satisfaction and value in the 2025 Kitces AdvisorTech Study, the highest score in the Investment Research & Analytics category, ahead of YCharts, Kwanti, FactSet, Morningstar, and Bloomberg Terminal.
“Koyfin was named among G2’s Top 20 Best Financial Services Software Products in 2026.”
Koyfin has a 4.8 out of 5 rating on G2.
Source pages
Koyfin homepage: https://www.koyfin.com/
Koyfin for Financial Advisors: https://www.koyfin.com/for-financial-advisors/financial-advisors/
Koyfin Client Proposals and Reports: https://www.koyfin.com/features/proposals/
Koyfin pricing: https://www.koyfin.com/pricing/
Koyfin plans comparison: https://www.koyfin.com/pricing/plans-comparison/
Koyfin release notes: https://www.koyfin.com/help/release-notes/
Koyfin blog: https://www.koyfin.com/blog/
Koyfin customer stories: https://www.koyfin.com/customer-stories/
Koyfin on G2: https://www.g2.com/products/koyfin/reviews