Koyfin

Koyfin is a financial data and analytics platform built for investors, financial advisors, and research teams who need institutional-grade market intelligence without a Bloomberg Terminal price tag. It brings together equities, ETFs, mutual funds, fixed income, currencies, commodities, cryptocurrencies, and macroeconomic data into one customizable workspace, with AI-driven recommendations and dashboard intelligence layered on top to help users surface relevant insights faster.

The platform's core strength is its fully customizable dashboard system: users can drag and drop watchlists, advanced charts, macro widgets, and company snapshots into personalized layouts. An Equity Screener with over 5,900 filter criteria lets users scan more than 100,000 global securities, while advanced graphing tools turn raw financial data into visual, shareable insights. Financial advisors get additional tools such as model portfolios, client-ready proposals and reports, and custodian integrations.

Koyfin serves a broad range of users, from individual investors and independent traders looking for a Bloomberg alternative, to asset managers and equity research teams needing deep fundamental data, to financial advisory firms that need to generate client-facing reports at scale. Data is powered by S&P Capital IQ for market data and Morningstar for SMA data, with MT Newswires providing financial news coverage.

Founded in 2016 by Rob Koyfman, a former Goldman Sachs and Citigroup strategist, Koyfin has grown to serve more than 500,000 investors and 50,000+ financial advisors worldwide. The platform is available on web, iOS, and Android, and offers a genuinely usable free tier alongside paid plans for investors and advisors who need deeper data and reporting capabilities.

Koyfin offers a Free plan with 2 years of financials, 1 year of estimates, advanced charting, market and macro dashboards, 2 watchlists/screens, and limited company snapshots and news. Plus is $39/month (or less billed annually) and adds 10-year financials and estimates, ETF holdings, stock and ETF screeners, unlimited watchlists, screens, and dashboards, and premium news/filings/transcripts. Premium is $79/month and adds advanced portfolio analytics, unlimited custom data and formulas, custom financial templates, and ETF valuation. Advisor Core is $209/month for essential client reporting, model portfolios, 10 client proposals/reports per month, 1 custodian integration, and mutual fund data/screener. Advisor Pro is $299/month and adds short and leveraged model portfolios, 200 client proposals/reports per month, custom report pages, multiple custodian integrations, PDF broker statement upload, PMS integrations, US SMAs, and priority support. Custom Teams pricing is available for larger organizations. All paid plans offer a 30-day money-back guarantee, and advisory firms under $100M AUM can apply for a 50% discount.