Compare our plans
Save up to 40%
with an annual plan
Save up to 40%
with an annual plan
Core data & functionality
Global equities, fundamentals & valuation
Global bonds, yield curves & FX
My portfolio
1 account
Unlimited
Unlimited
Unlimited
Model portfolios
Portfolio Sleeves
Portfolio Download
Client Portfolios
Custodial Integration
Reports
200/month
Advanced charting
Market dashboards
Economic calendar
Security overview & description
Mobile app
US & CA mutual fund data
Snapshots & analytics
Market movers
Limited
SPY, QQQ, DIA
Scatter plot (x,y)
Limited
2A & 1E years
Analyst price targets
S&P 500
Global
Global
Global
Consensus Wall St estimates
S&P 500
Global
Global
Global
Earnings history & surprises
S&P 500
Global
Global
Global
Dividend summary
S&P 500
Global
Global
Global
ETF exposure
S&P 500
Global
Global
Global
ETF holdings
Top 20
US
US
US
Mutual fund holdings
Top 20
Top 20
US & Canada
US & Canada
ETF valuation
SPY, QQQ, DIA
SPY, QQQ, DIA
US ETFs
US ETFs
Actuals & consensus
2A & 1E years
10A & 10E years
10A & 10E years
10A & 10E years
News, filings & transcripts
News from the web
Global market news
Company news
Company filings
Press releases
Press release alerts
Transcripts
45 day history*
Full history
Full history
Full history
Custom news screens
Transcripts search
Advanced data & functionality
Financial statements
2Y & 12Q
10Y & 40Q
10Y & 40Q
10Y & 40Q
Watchlists
2
Unlimited
Unlimited
Unlimited
Screener
Stocks
Stocks, ETFs
Stocks, ETFs, MFs
Stocks, ETFs, MFs
Screens
2
Unlimited
Unlimited
Unlimited
Custom dashboards
2
Unlimited
Unlimited
Unlimited
Chart templates
2
Unlimited
Unlimited
Unlimited
Custom calculations per watchlist
1
10
Unlimited
Unlimited
Custom financial analysis templates
1
Unlimited
Unlimited
Support
Customer support
Community
Standard
Standard
Priority
Save up to 40%
with an annual plan
Need a custom plan? Ask about Enterprise.
- For businesses of all sizes
- Flexible & scaleable pricing
- Custom onboarding
- Admin purchasing
Pricing FAQ
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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 only in the Pro plan where you can see information about total return, fees, drawdown, portfolio characteristics and mutual fund holdings.
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Will my play 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.