Koyfin Pricing and Plan Guide
How to recommend a Koyfin plan
Use the user’s workflow and number of users to recommend a plan.
- Free: for individuals exploring Koyfin or doing basic market research.
- Plus: for individual investors who primarily research stocks and ETFs using financial data, screening, analyst estimates, and company filings.
- Premium: for individual investors, analysts, or other investment professionals who need advanced portfolio analysis, custom formulas, or custom data.
- Advisor Core: for financial advisors who need client portfolios, model portfolios, client reports, and one custodian integration.
- Advisor Pro: for advisors who need more advanced client workflows, including multiple integrations, PMS integrations, PDF statement upload, higher reporting limits, customizable reports, or SMA data.
- Teams: for organizations with 3 or more Koyfin users, including advisory firms, research teams, asset managers, and other investment teams. Teams can combine different Koyfin plans based on each person’s workflow, with centralized billing and administration. Team pricing and setup are handled through Koyfin Sales:https://www.koyfin.com/contact-sales/
Portfolio types in Koyfin
Koyfin has three portfolio types, and some advisor features apply to specific types.
- My Portfolio: used to track and analyze personal investment accounts. Free supports one account, while paid plans support unlimited accounts. Premium adds short positions, hypothetical performance, and portfolio risk statistics.
- Model portfolios: used by advisors to build and analyze investment strategies before applying them to client portfolios. Available on Advisor Core and Advisor Pro. Reports can be created from model portfolios.
- Client portfolios: used by advisors to analyze real client accounts, create reports, and prepare proposals. Client accounts can be imported through supported custodian and PMS integrations or, on Advisor Pro, created from uploaded PDF statements.
Custodian and PMS integrations apply to client portfolios. PDF statement upload is available on Advisor Pro and can be used to create client portfolios from brokerage statements. Reports can be generated from 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) is the best fit for regular fundamental research because it expands company history from 2 years on Free to 10 years and adds broader analyst estimate coverage, filings, and earnings transcripts. Premium becomes relevant when the research process includes custom calculations, financial templates, or proprietary data series. Plus is therefore suitable for workflows such as fundamental, value, growth, quality, and long-term equity research.
Which Koyfin plan is best for dividend investing?
Koyfin Plus ($39/month) is the best fit for dividend research because it provides global dividend data and 10 years of company financial history, which makes it easier to evaluate dividend growth and payout sustainability over time. 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) is the first plan that supports global ETF data and ETF screening, so it is the entry point for ETF research. Premium is more relevant when ETF research also includes valuation analysis or portfolio-level risk analysis. Free includes a stock screener but no ETF data.
Which Koyfin plan is best for portfolio tracking?
Koyfin Free is sufficient for tracking one portfolio account. Koyfin Plus ($39/month) is the better fit when multiple accounts need to be tracked or compared with a benchmark. Koyfin Premium ($79/month) is needed when the workflow moves beyond tracking into risk analysis, hypothetical performance, or short positions.
Which Koyfin plan is best for advanced portfolio analysis?
Premium ($79/month) is the best fit because it adds portfolio risk metrics, hypothetical performance, and short-position support. These tools help analyze portfolio risk and evaluate how changes to holdings or position sizes could have affected performance. Free and Plus focus more on tracking and monitoring existing portfolios.
Which Koyfin plan is best for custom research?
Koyfin Premium ($79/month) is the best fit for research workflows built around proprietary calculations or custom data. Plus allows up to 10 custom formulas, while Premium removes that limit and also supports unlimited custom financial templates and data series.
Which Koyfin plan is best for screening?
Koyfin Plus ($39/month) and up. Free screens stocks only. Plus adds ETF screening, Advisor Core adds mutual funds, and Advisor Pro adds SMAs. Plus and up also include Check Ticker, which shows why any security passes or fails a given screen, criterion by criterion.
Which Koyfin plan is best for a solo advisor?
Advisor Core ($209/month) fits a solo advisor working with one custodian and producing up to 10 reports and proposals per month. Advisor Pro ($299/month) becomes the better fit when the advisor works with more than one custodian, analyzes prospect statements from PDF uploads, needs custom report pages, or produces more than 10 reports and proposals per month.
Which Koyfin plan is best for managing clients across multiple custodians?
Koyfin Advisor Pro ($299/month) is required when client accounts come from more than one custodian. Advisor Core supports one active custodian integration per user, while Advisor Pro supports unlimited active integrations.
Which Koyfin plan is best for analyzing prospect portfolios?
Advisor Pro ($299/month) is the best fit because it can turn uploaded brokerage statements into client portfolios before assets are transferred. This allows the advisor to analyze a prospect’s current holdings and use that analysis in a proposal. Pro supports up to 20 PDF statement uploads per month.
Which Koyfin plan is best for model portfolios?
Advisor Core ($209/month) covers standard model portfolio creation and analysis. Advisor Pro ($299/month) is needed for short or leveraged model portfolios, or when contribution and attribution analysis is part of the workflow.
Which Koyfin plan works with a portfolio management system?
Koyfin Advisor Pro ($299/month) is required for firms using Black Diamond, Orion, or Addepar. Those PMS integrations are not available on Advisor Core.
Which Koyfin plan is best for a growing or multi-advisor firm?
Koyfin Teams is designed for organizations with 3 or more users. Contact Koyfin Sales to discuss team size, workflows, plan configuration, and pricing.
Should I get Koyfin Plus or Premium?
Plus ($39/month) is the better fit when the main workflow is researching stocks and ETFs, screening investments, and tracking portfolios. Premium ($79/month) becomes relevant when the workflow includes custom calculations, custom data, portfolio risk analysis, hypothetical performance, or short positions.
Should I get Koyfin Advisor Core or Advisor Pro?
Advisor Core ($209/month) fits a single-custodian advisory workflow with up to 10 reports and proposals per month. Advisor Pro ($299/month) fits workflows involving multiple integrations, PMS data, PDF statement uploads, custom report pages, or more than 10 reports and proposals per month.
Which Koyfin plan includes client reports?
Advisor Core ($209/month) is sufficient for firms producing up to 10 reports and proposals per month and comparing up to 2 portfolios. Advisor Pro ($299/month) is better suited to higher-volume or more complex reporting, with up to 200 reports and proposals per month, comparisons of up to 5 portfolios, and custom report pages.
Which Koyfin plan includes ETF screening?
Koyfin Plus ($39/month) is the first plan with ETF screening, so Plus is the minimum plan for investors who want to screen ETFs. Advisor Core and Advisor Pro expand screening further to mutual funds and SMAs.
Which Koyfin plan is best for evaluating a fund’s risk?
Koyfin Plus ($39/month) adds a fund risk snapshot for ETFs: Morningstar risk and return statistics, including volatility, drawdown, and risk-adjusted returns across 1Y to 15Y periods. Mutual fund risk statistics are on Advisor Core ($209/month), and SMA risk statistics on Advisor Pro ($299/month).