Compare our plans
Save up to 30%
with an annual plan
Save up to 30%
with an annual plan
Markets & data coverage
Global equities, fundamentals & valuation
Global bonds, yield curves & FX
Global ETFs
US & CA mutual fund data
Financial statements
2Y & 12Q
10Y & 40Q
10Y & 40Q
10Y & 40Q
10Y & 40Q
Actuals & consensus estimates
2A & 1E years
10A & 10E years
10A & 10E years
10A & 10E years
10A & 10E years
Historical data
US SMAs
Data download
Core research & monitoring
Market dashboards
S&P500
Alerts
5
S&P500
50
500
500
500
Watchlist
2
S&P500
Unlimited
Unlimited
Unlimited
Unlimited
Advanced charting
S&P500
Graphs
5
S&P500
50
Unlimited
Unlimited
Unlimited
Chart templates
2
Top 20
Unlimited
Unlimited
Stocks, ETFs, MFs
Stocks, ETFs, MFs, SMAs
Screener
Stocks
SPY, QQQ, DIA
Stocks, ETFs
Stocks, ETFs
Unlimited
Unlimited
Screens
2
2A & 1E years
Unlimited
Unlimited
Economic calendar
Mobile app
Global
Global
Client & portfolio management
My portfolio
1 account
Unlimited
Unlimited
Model portfolios
Client portfolios
Custodian integrations
45-day history*
PMS integrations
20/month
PDF brokerage statement upload
Unlimited
Unlimited
Custom data series
5 series
Unlimited
10/month
200/month
Client reports & proposals
Custom analytics & tools
Custom dashboards
2
Stocks
Unlimited
Unlimited
Unlimited
Unlimited
Custom formulas
1
8
10
Unlimited
Unlimited
Unlimited
Custom financial analysis templates
8
1
Unlimited
News, filings & transcripts
Market news
Web-based
Community
Premium
Premium
Company news
Standard email
Company filings
Press releases
Full history
Full history
Company transcripts
45 day history*
Full history
Full history
Full history
Full history
Transcript summaries
45 day history
Community
Full history
Full history
Advanced transcript search
Custom news screens
Alerts
Price, technical & valuation alerts
News, press releases, filings & transcripts alerts
Watchlist alerts
My portfolio alerts
Model portfolios alerts
Client portfolios alerts
Desktop, email & mobile notifications
500
500
Alert creation limits
5
50
500
Model portfolios
Dynamic historical allocations
Shorts & leverage
Sleeves
Custom benchmarks
Style boxes
Model performance history
Exposure breakdown
Risk metrics
X-ray look-through
Data download
Client portfolios
Household grouping
Multi-account portfolios
Custom benchmarks
Holdings, P&L & market value
Hypothetical performance
Exposure breakdown
Risk metrics
X-ray look-through
Integrations
Active integrations per user
Schwab
Altruist
TradePMR
Interactive Brokers
Fidelity Wealthscape
Black Diamond
Orion
Addepar
Client reports & proposals
Standard reports
One Pager
Comparison reports
Individual account reports
Household-level reports
Add firm branding
Edit default report content
Add custom report pages
Security & fund research
Security overview & description
Market movers
Limited
Scatter plot (x,y)
Limited
Global
Global
Analyst price targets
S&P 500
Global
Global
Global
Global
Consensus Wall St estimates
S&P 500
Global
Global
Global
Global
Earnings history & surprises
S&P 500
Global
Global
Global
Global
Dividend summary
Global
Global
Insider Ownership & Transactions
Global
Global
ETF exposure
S&P 500
Global
Global
US
US
ETF holdings
Top 20
US
US
US
US
Mutual fund holdings
Top 20
Top 20
Top 20
US ETFs
US ETFs
ETF valuation
SPY, QQQ, DIA
SPY, QQQ, DIA
US ETFs
10A & 10E years
10A & 10E years
Actuals & consensus
2A & 1E years
10A & 10E years
10A & 10E years
Support
Customer support
Standard
Standard
Standard
Save up to 30%
with an annual plan
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.
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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.
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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!
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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.
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Will my plan 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.
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How do I pay for my Koyfin account?
Our payments are secured and handled by Stripe and we accept major credit cards.
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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.
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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.
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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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great insight.
Join with the thousands of investors who’ve discovered Koyfin.