Freedom251 › Financial Data Analytics Software
Koyfin
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Pro | Billed annually · Advanced market data and analysis | $39 a month |
| Free | $0/mo · 2Y & 12Q financial statements · 1 custom calculation per watchlist | Free |
| Advisor Core | $209/mo · 10 reports/month · 1 active integration per user | $209 a month |
| Advisor Pro | $299/mo · 20 PDF brokerage statement uploads/month · 200 reports/month · unlimited active integrations | $299 a month |
| Plus | $39/mo · 10Y & 40Q financial statements · 10 custom calculations per watchlist | $39 a month |
| Premium | $79/mo · 10Y & 40Q financial statements · unlimited custom columns | $79 a month |
| Teams | Contact sales · Custom pricing · custom onboarding · admin purchasing | On request |
As koyfin.com lists them, read 24 Sept 2026. The maker's own page has the final word.
Facts from Koyfin's own pages
- Advisor features
- Advisor workflows include client portfolios, model portfolios, proposals, and customizable reports. · koyfin.com, 13 Nov 2026
- Annual billing
- Koyfin advertises savings of up to 30% with an annual plan. · koyfin.com, 13 Nov 2026
- Charts and financial analysis
- The platform offers customizable technical and fundamental graphs and financial analysis. · koyfin.com, 13 Nov 2026
- Equity screener
- The equity screener offers more than 5,900 filter criteria. · koyfin.com, 13 Nov 2026
- Founded
- Koyfin says it was founded in 2016. · koyfin.com, 13 Nov 2026
- Free plan limitation
- The free tier allows one custom calculation per watchlist; Plus allows up to 10 and Premium allows unlimited custom columns. · koyfin.com, 13 Nov 2026
- Integrations
- Custodian integrations are included in Advisor Core, while connecting more than one custodian requires Advisor Pro. · koyfin.com, 13 Nov 2026
- Market dashboards
- Market dashboards organize curated market and economic data on easy-to-follow screens. · koyfin.com, 13 Nov 2026
- Mobile apps
- Koyfin offers mobile apps for accessing and analyzing stocks, ETFs, mutual funds, and other financial data. · koyfin.com, 13 Nov 2026
- Mobile functions
- The mobile app includes watchlists, graphs, market movers, analyst estimates, price targets, dashboards, company snapshots, news, and transcripts. · koyfin.com, 13 Nov 2026
- Product
- Koyfin provides investment research and market analytics tools for researching stocks and following market trends. · koyfin.com, 13 Nov 2026
- Refund policy
- Koyfin states that purchases are eligible for a full refund when requested within 30 days. · koyfin.com, 13 Nov 2026
- Support
- The pricing comparison lists standard customer support for Free, Plus, Premium, and Advisor Core, and premium customer support for Advisor Pro. · koyfin.com, 13 Nov 2026
- Watchlists
- Users can customize watchlists, including columns and table settings, and share them. · koyfin.com, 13 Nov 2026
Where Koyfin stands on Freedom251
- Financial Data Analytics Software#1 of 10
- Equity Research Platforms#8 of 54
- Investment Research Software#4 of 14
- Stock Market software#5 of 17
- Investment Tools#8 of 17