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Compare our plans

Save up to 40%
with an annual plan

Save up to 40%
with an annual plan

Free

$0 /mo

Select Plan Select Plan

Plus

$39 /mo

Select Plan Select Plan

Pro

$79 /mo

Select Plan Select Plan

Advisor Pro

$179 /mo

Select Plan Select 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

Free

$0 /mo

Select Plan Select Plan

Plus

$39 /mo

Select Plan Select Plan

Pro

$79 /mo

Select Plan Select Plan

Advisor Pro

$179 /mo

Select Plan Select Plan

Need a custom plan? Ask about Enterprise.

  • For businesses of all sizes
  • Flexible & scaleable pricing
  • Custom onboarding
  • Admin purchasing

Pricing FAQ

  • 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.

  • 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.

  • 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!

  • 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.

  • 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.

  • How do I pay for my Koyfin account?

    Our payments are secured and handled by Stripe and we accept major credit cards.

  • 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.

  • 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.

  • 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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