Koyfin

Bloomberg-style financial data terminal for retail investors with deep charting, macro data, and portfolio analytics across global markets.

★★★★☆ 4.2/5
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Quick Facts

Starting Price
Free
Free Tier
Yes
Founded
2016
Company
Koyfin Inc.

Koyfin Overview

Koyfin is a professional-grade financial data and analytics platform designed to bring institutional-quality market research tools to individual investors and analysts. Originally built as an affordable alternative to Bloomberg and Refinitiv terminals, Koyfin aggregates financial statements, earnings data, economic indicators, and technical charting into a single unified workspace.

The platform excels at fundamental and macroeconomic research. Users can analyze company financials going back decades, screen stocks across hundreds of metrics, monitor economic data from central banks worldwide, and build custom dashboards that track any combination of securities or indicators. The charting module supports dozens of technical indicators and multiple chart types across stocks, ETFs, forex, crypto, and fixed income.

Koyfin's watchlist and dashboard system is one of its strongest features, allowing traders and analysts to build highly customized views of their portfolios and watchlists with custom column sets, heatmaps, and earnings calendars. Alerts, news integration, and analyst estimate tracking round out the research workflow for both fundamental and technically-focused investors.

Pricing is structured across a free tier and three paid plans. The free tier provides meaningful access to core charts and basic data, while Plus, Pro, and Premier plans unlock real-time data, more watchlist items, advanced screening, API access at higher tiers, and priority support. Koyfin occupies a unique niche as a mid-market tool that punches above its price point compared to traditional professional terminals.

Editorial Assessment

What We Checked

  • Pricing reviewed across 4 listed plans: Free: Free | Plus: $25/mo | Pro: $55/mo | Premier: $119/mo.
  • Feature fit checked against 4 supported capability flags, including Price Alerts, Mobile App, Performance Analytics, News Feed.
  • Best-use recommendation checked against the stated audience: fundamental analysts, macro investors, long-term investors, financial advisors.
  • Tradeoffs reviewed from the published cons list so the page does not rank tools only by headline rating.

Before You Pay

  • Use the free tier or trial to confirm the workflow before upgrading.
  • Expect manual workflow or external integration work if broker sync matters.
  • Do not choose this if API access is central to your workflow.
  • Test mobile usability if you review trades or alerts away from desk.

Our rating favors tools that solve a specific trading workflow reliably. Koyfin is strongest for fundamental analysts, macro investors, long-term investors, and financial advisors. It is weaker if you need AI Analysis, Backtesting, Paper Trading, API Access.

Koyfin Pricing

Free

Free
  • Basic charting with 15-min delayed data
  • Limited watchlists
  • Core financial data
  • Basic screener access
Most Popular

Plus

$25 /mo

$18.75/mo billed yearly

  • Real-time data for US markets
  • Expanded watchlists
  • Full financial statements history
  • Email alerts
  • No ads

Pro

$55 /mo

$41.25/mo billed yearly

  • Real-time global market data
  • Advanced stock screener
  • Unlimited watchlists
  • Portfolio analytics
  • Earnings estimates and revisions
  • Priority support

Premier

$119 /mo

$89.00/mo billed yearly

  • All Pro features
  • Institutional-grade data feeds
  • Advanced macro data
  • Custom data exports
  • Dedicated support
  • Team collaboration features

Features

AI Analysis
Backtesting
Paper Trading
Price Alerts
Mobile App
API Access
Social Features
Broker Integration
Custom Indicators
Automated Trading
Trade Journaling
Performance Analytics
Risk Management
News Feed
Education Content

Pros & Cons

Pros

  • + Institutional-quality financial data at a fraction of Bloomberg's cost
  • + Exceptionally deep fundamental and macroeconomic data coverage
  • + Highly customizable dashboards and watchlist views
  • + Solid free tier with genuine utility for casual investors
  • + Global market coverage including international equities and macro indicators

Cons

  • - Charting tools lag behind dedicated platforms like TradingView in depth
  • - No broker integration or trade execution
  • - No backtesting or automated trading capabilities
  • - Mobile app less capable than the web platform

Rating Breakdown

4.2
★★★★☆

Overall Rating

ease of use
4.0
features
4.4
value
4.5
support
4.0
reliability
4.2

Key Takeaways

  • Institutional-quality financial data at a fraction of Bloomberg's cost
  • Exceptionally deep fundamental and macroeconomic data coverage
  • Highly customizable dashboards and watchlist views
  • Solid free tier with genuine utility for casual investors
  • Global market coverage including international equities and macro indicators
  • Rated 4.2/5 — best for fundamental analysts, macro investors, long-term investors, financial advisors
  • $ Free tier available

Summary

Bloomberg-style financial data terminal for retail investors with deep charting, macro data, and portfolio analytics across global markets. Koyfin offers a free tier, with paid plans from $25/month. Best suited for fundamental analysts, macro investors, long-term investors, and financial advisors.

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