Pricing

We keep it simple

The industry’s leading tools at a price to suit everyone.

Save up to 30% with an annual plan

Free

The ultimate beginner package — everything you need to get started gaining insight on your investments

$0/month

  • 2Y financials & 1Y estimates
  • My Portfolios
  • Advanced charting
  • Market & macro dashboards
  • 2 watchlists & 2 screens
  • 2 custom dashboards
  • Limited company snapshots
  • Limited news
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Plus

For investors who need essential tools to analyze portfolios & research stocks

$39/month

  • 10Y financials & 10Y estimates
  • ETF holdings
  • Stock & ETF screener
  • Unlimited watchlists & screens
  • Unlimited custom dashboards
  • 100K+ global company snapshots
  • Press releases, filings & transcripts, premium news
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Premium

For investors who need advanced tools to deeply analyze markets & portfolios

$79/month

  • Everything in Plus
  • My Portfolio advanced analytics
  • Unlimited custom data
  • Unlimited custom formulas
  • Custom financial templates
  • ETF valuation
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Advisor Core

For advisors who need essential client reporting and basic custodian integration

$209/month

  • Everything in Premium
  • Model portfolios
  • Client proposals & reports (10/month)
  • Client portfolios
  • 1 Custodian integration
  • US & Canadian mutual funds
  • Mutual fund screener
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Advisor Pro

For advisors who need fully customizable report pages and custodian data across multiple integrations

$299/month

  • Everything in Advisor Core
  • Short & leveraged model portfolios
  • Client proposals & reports (50/month)
  • Custom report pages
  • Multiple integrations
  • Integration auto-refresh
  • PDF broker statement upload
  • PMS integrations
  • Priority support
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See full comparison

Need a custom plan? Ask about Teams.

  • For businesses of all sizes
  • Flexible & scaleable pricing
  • Custom onboarding
  • Admin purchasing

Pricing FAQ

  • What is your refund policy?

    We have a 100% satisfaction guarantee. If for any reason, you’re not satisfied with your purchase, simply let us know within 30 days and we’ll be happy to issue you a full refund.

  • Can I switch from the monthly to the annual plan?

    You can switch from the monthly plan to the annual plan, and any remaining balance on your monthly plan will be applied to the annual plan at checkout. To upgrade, go to your Profile > Plans & Billing > Manage Plan and select the annual option.

  • Can I modify my plan?

    Yes, to change your plan, simply go into the Admin section in your profile (top right of Koyfin) and click on the ‘Plans & Billing’ option. From there, pick the desired plan, and enjoy!

  • Is Mutual Fund data included in all the plans?

    Mutual Fund data is included in the Advisor Core and Advisor Pro plans, where you can see information about total return, fees, drawdown, portfolio characteristics and mutual fund holdings.

  • Will my play auto-renew at the end of the billing cycle?

    Yes, plans auto-renew at the end of the billing cycle. You can cancel your plan, and it will not auto-renew at the end of the billing cycle.

    You’ll continue to have access to the paid features until the end of the billing period.

  • How do I pay for my Koyfin account?

    Our payments are secured and handled by Stripe and we accept major credit cards.

  • How do I see my invoice?

    You can see your previous invoices by clicking on your profile > Plans & Billing > Manage Plan and the invoice history is listed at the bottom of the page for you to view or download.

  • If I upgrade to a higher plan, what happens to my existing plan and balance?

    If you upgrade to a higher plan, and any remaining balance on your monthly plan will be applied to the annual plan at checkout.

  • Can I invest in Koyfin?

    If you’re interested to become an investor, please contact us. You can click on Feedback at the top of the web application, and then email us. It would help if you provide some context about yourself and experience with startup investing.

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