Market data terminals & research · Koyfin Inc.

Koyfin

Web-based markets and fundamentals platform positioned as an affordable Bloomberg alternative for investors.

Visit Koyfin Alternatives

Koyfin is a browser-based research platform for equities, ETFs, macro and fixed income, offering customizable dashboards, financial statement history, estimates, screeners and charting. It was built to give individual investors, small funds and RIAs a lighter-weight alternative to institutional terminals at a fraction of the cost, and has expanded into advisor-focused tools such as model portfolios and client-facing reports. It runs entirely in the browser with no desktop install, and paid tiers unlock deeper financial history, unlimited watchlists and dashboards, and advisor workflow features like proposals and custodian integrations.

At a glance

Vendor Koyfin Inc.
Pricing model Subscription
Free tier Yes
Deployment Cloud
Open source No
Best for Individual investors and small RIAs who want Bloomberg-style dashboards without a terminal-sized budget.

Pricing

Free tier plus five paid monthly tiers scaling from individual research up to advisor workflows, with an annual discount.

Plan Price Notes
Free $0/month 2Y financials & 1Y estimates, 2 watchlists, 2 custom dashboards
Plus $39/month 10Y financials & estimates, unlimited watchlists/dashboards, screener; annual billing discounted
Premium $79/month adds advanced portfolio analytics, unlimited custom data/formulas; annual billing discounted
Advisor Pro $299/month adds short & leveraged portfolios, 200 client reports/month, PMS integrations; annual billing discounted

Prices read from the vendor's own page on September 21, 2026. Vendors change prices; check the source before you budget.

Features

  • Customizable dashboards for equities, macro and fixed income
  • Financial statement history and consensus estimates
  • Stock and ETF screeners
  • Charting with technical overlays
  • Model portfolios and client proposals (advisor tiers)
  • News, filings and transcripts feed
  • ETF holdings and valuation tools

Integrations

Profile last reviewed September 21, 2026

Head to head

Alternatives

YCharts Charting and fundamentals platform built for financial advisors to research, screen and build client-facing reports. TIKR Web platform giving retail and professional investors global company financials, transcripts and 13F filings at low cost. Simply Wall St Visual stock research platform that turns fundamentals into plain-language snapshots and infographic-style reports.

Koyfin in the index now

Terms to know

Dashboard A visual display of the metrics a team needs to monitor, usually updated on a schedule or in real time. KPI (key performance indicator) A measurable value tracked over time to show whether a team or process is on track toward a goal.

Related guides

How to choose a market data terminal The gap between an institutional terminal and a lightweight research platform is huge — decide who's using it and what workflow it must fit first. Investment analytics for individuals, explained How individual investors measure their own portfolios — the questions worth asking, the metrics that matter and the tools that answer them.