Resource Directory

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

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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

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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

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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

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Koyfin

Overview

Products & Services

Koyfin Free

Koyfin Plus

Koyfin Pro

Koyfin Advisor Pro

Koyfin Enterprise

Key Contacts

Related Forum Discussions

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