Koyfin Pricing and Plan Guide
Koyfin has five plans plus a custom Teams option, from Free for new investors to Advisor Pro for advisory firms. This guide maps common investing and advisory workflows to the plan that fits, and explains why.
| Plan | Price | Best for |
|---|---|---|
| Koyfin Free | $0 | Learning the platform, following markets, and researching individual investments |
| Koyfin Plus | $39/month | Investors who regularly research stocks and ETFs using financial data, screening, analyst estimates, and company filings |
| Koyfin Premium | $79/month | Investors and analysts who build advanced research workflows and perform deeper portfolio analysis |
| Koyfin Advisor Core | $209/month | Financial advisors managing client portfolios and creating reports through a single custodian workflow |
| Koyfin Advisor Pro | $299/month | Advisory firms with more advanced reporting, proposal, integration, and portfolio management needs |
| Koyfin Teams | Custom | Organizations with multiple users requiring centralized administration and flexible plan assignments |
Portfolio types in Koyfin
Koyfin has three portfolio types, and some advisor features apply to specific types.
- My Portfolio (personal): your own holdings, on every plan. Free tracks one account, and paid plans track unlimited accounts. Premium adds short positions, hypothetical performance, and risk. My Portfolio does not use custodians, PDF upload, or client reports.
- Model portfolios (advisor): allocations you build in Advisor Core or Pro. Reports can be generated on them. They are built inside Koyfin, so they do not use custodians or PDF upload.
- Client portfolios (advisor): real client accounts in Advisor Core or Pro. They are populated by custodian integrations or PDF statement upload, and reports and proposals run on them.
In short, custodians and PDF upload apply only to client portfolios. Reports apply to both client and model portfolios.
Which Koyfin plan should I choose?
Which Koyfin plan is best for stock research and fundamental investing?
Koyfin Plus ($39/month). Plus is built for researching individual companies, with a decade of financial history, analyst estimates, filings, and earnings transcripts, where Free shows a two-year snapshot. This is the same research workflow behind value, growth, quality, and long-term investing, so those strategies fit Plus as well. Premium is only needed if you also build your own calculations.
Which Koyfin plan is best for dividend investing?
Koyfin Plus ($39/month). Dividend investing turns on payout durability, which takes years of history to judge, and Plus covers dividend and analyst data for global companies where Free is limited to the S&P 500. Plus includes price and valuation alerts. Premium adds watchlist and portfolio alerts if you want to be notified on your specific holdings.
Which Koyfin plan is best for ETF investing?
Koyfin Plus ($39/month). Global ETF data and the ETF screener begin on Plus, so an ETF portfolio needs Plus. Free includes a stock screener but no ETF data.
Which Koyfin plan is best for portfolio tracking?
Koyfin Free tracks one portfolio account with profit and loss and exposure. Koyfin Plus ($39/month) tracks unlimited accounts and adds benchmark comparison. Koyfin Premium ($79/month) adds portfolio risk statistics and hypothetical performance.
Which Koyfin plan is best for advanced portfolio analysis?
Koyfin Premium ($79/month). Premium adds short-position support, hypothetical performance, and risk statistics for portfolios, plus watchlist and portfolio alerts. It fits investors who manage a portfolio’s risk and test allocation changes, beyond tracking holdings.
Which Koyfin plan is best for building custom formulas?
Koyfin Premium ($79/month). Custom formulas and data series are capped on Free and Plus and unlimited on Premium, so investors who build their own calculations or bring in outside data choose Premium. It fits analysts and quantitative investors working from proprietary metrics.
Koyfin for financial advisors
Advisors use Koyfin from research through client reporting. Advisor Core ($209/month) is the entry plan. Advisor Pro ($299/month) fits most firms once the work involves multiple custodians, proposals, or higher reporting volume.
Which Koyfin plan is best for a solo advisor?
Koyfin Advisor Core ($209/month) fits a solo advisor on one custodian with a small number of client reports. It covers model portfolios, client portfolios, and branded client reports and proposals. Consider Advisor Pro ($299/month) if you add a second custodian, want more customizable proposals, or report at higher volume.
Which Koyfin plan is best for managing clients across multiple custodians?
Koyfin Advisor Pro ($299/month). Advisor Core connects one custodian. Advisor Pro connects several at once, so a firm with clients at more than one custodian keeps every account current in one workflow.
Which Koyfin plan is best for winning new clients?
Koyfin Advisor Pro ($299/month). Pro imports a prospect’s brokerage statement into a client portfolio, so you can analyze their current holdings and prepare a proposal before assets transfer. Custom report pages let the proposal carry your firm’s story, investment approach, and market commentary.
Which Koyfin plan is best for model portfolios?
Koyfin Advisor Core ($209/month) covers building and analyzing model portfolios. Koyfin Advisor Pro ($299/month) adds short and leveraged positions and contribution analysis.
Which Koyfin plan works with a portfolio management system?
Koyfin Advisor Pro ($299/month). PMS integrations with Black Diamond, Addepar, and Orion are on Pro, so a firm running one of those brings its book into Koyfin. Advisor Core does not connect a PMS.
Which Koyfin plan is best for a growing or multi-advisor firm?
Koyfin Teams (custom pricing) for three or more users, so each person uses the plan their role needs, for example analysts on Premium and advisors on Advisor Pro, under one account with shared billing and single sign-on.
Common questions
Should I get Koyfin Plus or Premium?
Plus ($39/month) fits investors who research companies and track holdings. Premium ($79/month) fits investors who build their own custom calculations or analyze portfolio risk and hypothetical changes. The dividing line is whether you use Koyfin’s data or build your own analysis on top of it, rather than how often you trade. Most individual investors are on Plus.
Should I get Koyfin Advisor Core or Advisor Pro?
Advisor Core ($209/month) fits a solo advisor on one custodian. Advisor Pro ($299/month), which most firms choose, adds multiple custodians, PMS integrations, higher and more customizable client reporting, PDF statement onboarding, and short, leveraged, and SMA models, for $90 a month more. If any client sits at a second custodian, or you win clients with customized proposals, choose Pro.
Do I need Advisor Pro if I only use Schwab?
Not for the custodian alone. Advisor Core connects Schwab and covers a single-custodian practice, including branded client reports and proposals. Choose Advisor Pro if you want customizable proposals with your own report pages, higher reporting volume, PDF statement onboarding, or a PMS connection.
Which Koyfin plan includes client reports?
Client reports start on Advisor Core ($209/month): branded reports and proposals up to 10 a month, comparing up to 2 portfolios. Advisor Pro ($299/month) raises this to 200 a month, comparison across 5 portfolios, and adds custom report pages.
Which Koyfin plan includes ETF screening?
ETF screening is on Koyfin Plus ($39/month) and up. Free screens stocks only. Screening broadens by plan: Advisor Core adds mutual funds, and Advisor Pro adds SMAs.