Koyfin alternatives

3 tools to consider instead of Koyfin, shown against it.

Koyfin YCharts TIKR Simply Wall St
Vendor Koyfin Inc. YCharts, Inc. TIKR Terminal Simply Wall St Pty Ltd
Pricing model Subscription Quote only Subscription Free tier + paid plans
Free tier Yes No Yes Yes
Deployment Cloud Cloud Cloud Cloud
Open source No No No No
Best for Individual investors and small RIAs who want Bloomberg-style dashboards without a terminal-sized budget. Financial advisors who need client-ready charts and proposals more than raw terminal data. Individual investors and students who want institutional-style global data at a fraction of a terminal's cost. Individual investors who want fundamentals explained visually rather than in raw spreadsheet form.
Pricing

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

Free $0/month
Plus $39/month
Premium $79/month
Advisor Pro $299/month

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

Four named tiers (Analyst, Presenter, Professional, Enterprise); the vendor's pricing page lists no dollar figures and directs buyers to call sales.

Checked on the vendor's own page on September 21, 2026: no prices are published. Expect to be quoted.

Free U.S.-only tier plus three paid monthly tiers that expand global coverage, history depth and screener limits.

Free $0/month
Plus $24.95/month
Pro $54.95/month
Ultimate $119.95/month

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

Free plan with limited reports and one portfolio, plus Premium and Unlimited paid plans; the vendor's plans page renders exact dollar amounts client-side and they could not be captured this session.

Checked on the vendor's own page on September 21, 2026: no prices are published. Expect to be quoted.

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
  • Economic and company data charting
  • Stock and fund screeners
  • Model portfolios
  • Client-facing proposal and report generation
  • Compliance oversight tools (Enterprise)
  • Fund comparison and correlation tools
  • Excel add-in
  • Global company financial statement history
  • Earnings call transcripts
  • Analyst estimates and consensus data
  • 13F institutional ownership and fund-holdings tracking
  • Custom screeners and saved screens
  • Watchlists and market newsfeeds
  • Valuation and comparable company tools
  • Visual 'Snowflake' fundamental scoring (value, growth, health, past, dividend)
  • AI-generated narrative company reports
  • Portfolio tracking with automated transaction import
  • Stock screeners with saved filters and alerts
  • Watchlists across global markets
  • Dividend analysis and equity curve history
  • Export to Excel and PDF (paid tiers)

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