Koyfin: Platform Profile

Overview

Koyfin is a global investment-research and market-data platform designed to provide professional-style financial analysis at a lower price than traditional institutional terminals.

Its current product spans individual investors and professional advisers.

Core capabilities include:

• global equities;
• financial statements;
• consensus estimates;
• valuation;
• ETFs;
• mutual-fund data on applicable plans;
• bonds and yield curves;
• FX;
• macroeconomic data;
• custom dashboards;
• advanced charting;
• screeners;
• portfolio tracking;
• transcripts;
• filings;
• professional reports;
• model/client portfolios on adviser plans.

Koyfin does not execute trades.

May fit better for

• fundamental stock investors;
• investors who want global market data;
• users who build custom dashboards;
• investors comparing many securities;
• finance professionals;
• advisers who want reporting without a traditional institutional terminal.

May fit less well for

• investors seeking broker execution;
• users who need personalized investment advice;
• traders whose primary need is ultra-low-latency market data;
• passive investors who need only a basic portfolio tracker;
• users unwilling to build/customize their own research workflow.

Koyfin was founded in 2016

Koyfin states that it was founded in 2016.

• Year founded: 2016
• Legal name: Koyfin Inc.

Its first product launched in 2018.

Paid plans were introduced later while retaining a free tier.

Koyfin is software, not brokerage

Koyfin's terms define it as a provider of data, analytics and software.

• Broker dealer: No
• Custodian: No
• Investment adviser: No
• Direct trading: No

A Koyfin screen or chart does not create a brokerage account.

Current individual/professional pricing

Current annual-billing plan display:

• Free:
• Annual billing monthly equivalent: 0
• Plus:
• Annual billing monthly equivalent: 39
• Premium:
• Annual billing monthly equivalent: 79
• Advisor core:
• Annual billing monthly equivalent: 209
• Advisor pro:
• Annual billing monthly equivalent: 299

Koyfin currently states annual billing can save up to 30% versus alternative billing.

These prices are date-sensitive.

Annualized plan math

Plus

$39 × 12 = $468/year

Premium

$79 × 12 = $948/year

Advisor Core

$209 × 12 = $2,508/year

Advisor Pro

$299 × 12 = $3,588/year

The jump from Premium to Advisor plans reflects professional/client-management functionality rather than just more charts.

Free plan

Current Free plan includes meaningful functionality.

Current limits/features include:

• Free plan:
• Financial history: 2 years
• Estimates: 1 year
• Watchlists: 2
• Screens: 2
• Custom dashboards: 2
• Portfolios: Yes
• Advanced charting: Yes
• Market macro dashboards: Yes

Free users also receive limited company snapshots and news.

The free tier is useful enough to evaluate Koyfin before paying.

Plus plan

Current Plus plan:

• Plus plan:
• Financial history: 10 years
• Estimates: 10 years
• Unlimited watchlists: Yes
• Unlimited screens: Yes
• Unlimited custom dashboards: Yes
• Global company snapshots: 100,000+
• ETF holdings: Yes
• Stock ETF screener: Yes
• Transcripts filings press releases: Yes
• Premium news: Yes

For many individual investors, Plus is the point where Koyfin shifts from an attractive free tool into a full research workspace.

Premium plan

Premium adds advanced customization and portfolio analysis.

Current Premium includes Plus plus:

• Premium plan:
• Advanced portfolio analytics: Yes
• Unlimited custom data: Yes
• Unlimited custom formulas: Yes
• Custom financial templates: Yes
• ETF valuation: Yes

Premium is more relevant to investors who build their own analytical models or need deeper portfolio analytics.

Advisor Core

Advisor Core moves Koyfin into professional workflow.

Current functionality includes:

• model portfolios;
• client proposals;
• reports;
• client portfolios;
• one custodian integration;
• U.S. and Canadian mutual-fund data;
• mutual-fund screener.

Current report allowance:

• Advisor core client reports per month: 10

Advisor Pro

Advisor Pro currently expands professional functionality with:

• short/leveraged model portfolios;
• substantially higher proposal/report capacity;
• custom report pages;
• multiple integrations;
• PDF brokerage-statement upload;
• PMS integrations;
• U.S. SMA data;
• priority support.

Current report allowance:

• Advisor pro client reports per month: 200

Global market coverage

Koyfin's current plan matrix covers data areas including:

• global equities;
• company fundamentals;
• valuation;
• global bonds;
• yield curves;
• FX;
• global ETFs;
• U.S./Canadian mutual funds on applicable plans;
• macroeconomic data.

This breadth is a central advantage over tools focused only on U.S. stocks.

Financial analysis

Koyfin supports detailed company financial analysis.

Current tools can include:

• income statements;
• balance sheets;
• cash flow;
• valuation multiples;
• estimates;
• historical growth;
• profitability;
• company comparisons.

The exact historical depth depends on plan.

Consensus estimates

Paid plans can provide materially deeper estimate history/forecast coverage than the free plan.

Analyst estimates remain forecasts.

They can change sharply after:

• earnings;
• guidance;
• macroeconomic changes;
• analyst revisions.

Consensus should not be treated as fact.

Dashboards

Koyfin's customizable dashboards are one of its strongest features.

A user can combine:

• charts;
• valuation tables;
• macro data;
• watchlists;
• news;
• market breadth;
• asset-class information.

This is particularly useful for investors who otherwise maintain several browser tabs and spreadsheets.

Advanced charting

Koyfin provides advanced charting for:

• securities;
• economic series;
• comparative performance;
• valuation;
• financial metrics.

Its emphasis is more research/macro/fundamental than order-entry technical trading.

Screeners

Koyfin supports equity and ETF screening.

Paid plans expand:

• data depth;
• saved screens;
• available fields;
• custom formulas on higher plans.

A screener is a filtering tool.

It does not validate the investment thesis automatically.

Portfolio tools

Koyfin lets users build portfolios containing assets such as:

• stocks;
• ETFs;
• mutual funds.

Current portfolio functionality can show:

• holdings;
• value;
• performance;
• leaders/laggards;
• summary rows;
• custom views.

Premium expands portfolio analytics.

Portfolio analytics

Current Premium portfolio analytics can evaluate:

• performance;
• allocation;
• risk;
• exposures;
• holdings;
• historical trends.

Professional plans expand this into client-facing reporting.

Model portfolios

Adviser plans include model-portfolio tools.

Current analysis can cover:

• return;
• allocations;
• risk metrics;
• drawdowns;
• stress periods;
• fund look-through;
• underlying concentration.

This is professional portfolio analytics.

Koyfin is not itself managing the model for the client.

Client portfolios

Advisor plans support client portfolio organization.

Current functionality can include:

• account imports;
• household groupings;
• performance;
• allocations;
• risk;
• reports;
• custodian integrations;
• brokerage-statement PDF imports on higher plans.

The adviser using Koyfin remains responsible for the client relationship.

Reports

Koyfin can generate professional reports showing:

• performance;
• risk;
• exposures;
• holdings;
• benchmark comparison;
• fees.

Professional plans can customize branding and page structure.

Report presentation does not guarantee the accuracy of assumptions entered by the user.

Transcripts and filings

Current Plus and higher plans include access to:

• company filings;
• press releases;
• earnings transcripts;
• premium news.

These can materially reduce research workflow time.

A transcript or third-party data feed should still be checked against official company filings when a fact is material.

Data provider limitations

Koyfin relies on third-party information providers.

Market data and fundamentals can contain:

• delays;
• vendor corrections;
• classification differences;
• stale estimates.

Professional-looking dashboards should not create false certainty.

Assessment

Koyfin is strongest for users who want institutional-style research without institutional-terminal pricing.

The free plan is unusually functional.

Plus at a current annual-billing equivalent of $39 per month provides the core research upgrade most self-directed investors will care about.

Premium at $79 per month becomes more compelling for investors who need:

• advanced portfolio analytics;
• custom formulas;
• custom data;
• custom financial templates.

Advisor Core and Advisor Pro are different products economically and functionally. Their value is in client portfolios, integrations, proposals, and reports—not simply more market data.