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Koyfin

Overview

Founded
2019

Products & Services

Koyfin Free

data_provider

Free financial analytics with global stock screening, watchlists, and charting

Free tier available 2 years financials, 1 year estimates, limited custom formulas
  • Global stock screener
  • Multiple watchlists
  • Portfolio tools
  • Advanced charting
  • Market dashboards
  • 45 days transcript history
Learn more

Koyfin Plus

data_provider

Enhanced analytics with 10 years of data and ETF screening

$39 / month
  • 10 years financials
  • 10 years forward estimates
  • ETF screening
  • Unlimited watchlists
  • Premium news
  • Company filings
  • Full transcript history
Learn more

Koyfin Pro

data_provider

Professional tier with mutual fund data and model portfolios

$79 / month
  • US mutual fund data
  • Mutual fund screener
  • Full ETF valuation data
  • Unlimited custom formulas
  • Model portfolio tools
  • Priority support
Learn more

Koyfin Advisor Pro

data_provider

Advisor tier with client proposals and Schwab integration

$179 / month
  • Client proposal PDFs
  • Portfolio hub
  • Schwab integration
  • All Pro features
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Koyfin Enterprise

data_provider

Custom enterprise solution with SSO and admin purchasing

  • Custom onboarding
  • Admin purchasing
  • Single sign-on
  • All Pro features
Learn more

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