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Koyfin Review

Worth it

Should I use Koyfin?

Market research, portfolio analytics, and client-ready reports for advisors and investors across equities, ETFs, funds, forex, and bonds. - koyfin.com

· 1 month ago

Buy if you research stocks weekly or manage client portfolios — at $39/month it replaces terminals costing thousands. Skip it if you just glance at holdings occasionally; a broker app or spreadsheet is enough.

Confidence

Medium. Based on 20+ public sources; several review snippets were truncated, so some user sentiment is partial.

Ratings

  • Value for money
  • Ease of use
  • Feature depth
  • Support qualityNo supporting evidence in sources.
  • Security posture

Pricing

$0

Free

ModelNot disclosed
Monthly feesNot disclosed
HardwareNot disclosed
Free tierYes
Plus$39/month

Best for

  • Individual stock researchers
  • RIAs and wealth advisors
  • Budget-conscious Bloomberg-alternative seekers
  • Value investors building custom dashboards

Not for

  • Casual investors who check holdings a few times a year — broker apps suffice
  • Institutions needing terminal-grade data depth, support, and compliance
  • Day traders wanting advanced charting first — TradingView fits better
  • Anyone wanting hand-holding support; public support signal is thin

Gotchas - check before you buy

medium

Koyfin discontinued its Pro plan and migrated subscribers — verify current tier features before paying annually.

medium

Plus is $39/month; higher tiers exist — confirm which data coverage your workflow actually needs.

medium

Trustpilot presence is minimal (3 reviews) — support-quality signal from the public is thin.

low

Guess: Free tier limits dashboards and data history; serious use requires Plus.

Pros and cons

Pros

  • 4.8/5 G2 rating across roughly 83–132 reviews
  • Free tier plus paid plans from $39/month — cheap versus Bloomberg-class terminals
  • Covers equities, ETFs, mutual funds, forex, and bonds in one place
  • SOC 2 compliant with public trust center and vulnerability disclosure policy
  • Advisors credit its portfolio visuals with closing multi-million-dollar clients

Cons

  • Users find limitations in some areas, per G2 pros/cons
  • Pro plan discontinued; existing subscribers pushed onto newer plans
  • Positioned as cheaper Bloomberg alternative — institutional-grade data still costs more
  • Small public review base (~83 G2 reviews) versus larger rivals

Sources & method

- 18 sources - SOC 2 compliant; trust center and vulnerability disclosure program; no known vulnerabilities found.

official x6review x9security x2news x1

Key stats

  • Value for money: 4/5

    Rating

  • $0

    Starting price

  • 18

    Sources

  • Analyzed

  • Value for money: 4/5. $39/month versus four-figure terminals; free tier exists.
  • Ease of use: 4/5. Dashboards praised; some learning curve per Reddit.
  • Feature depth: 4/5. Broad asset coverage; not terminal-grade depth.
  • Support quality. No supporting evidence in sources.
  • Security posture: 4/5. SOC 2, trust center, disclosure policy; no breaches.
  • 4.8/5 G2 rating 83–132 reviews across G2 pages
  • $39/mo Paid plans from Koyfin Plus
  • Yes Free tier Limited-feature free plan
  • $3M Funding raised Per AlleyWatch announcement

Pricing

Free

$0

  • Basic market data and dashboards
  • Limited coverage versus paid tiers

Plus

$39/month

  • Fuller market data and analytics
  • Client-ready reports for advisors
  • Portfolio analysis

Security

SOC 2 compliant; trust center and vulnerability disclosure program; no known vulnerabilities found.

What users say

Users rate Koyfin 4.8/5 on G2, praising custom dashboards and market coverage, though some report limitations.

“Anybody else use Koyfin? Its a fantastic resource”
Reddit, r/investing
“koyfin: Best for custom dashboards”
Reddit, r/ValueInvesting
“Awesome to see Koyfin being used by the Financial Times”
LinkedIn (Koyfin CEO)

Companies that use it

  • TD Wealth (Canadian wealth firm)12
  • Mission Wealth10
  • Alteris11
  • Enhancing Capital
  • Financial Times
Full analysis

Based on 20+ public sources; several review snippets were truncated, so some user sentiment is partial.

Strong, cheap Bloomberg alternative for serious investors; overkill if you only check your 401(k) occasionally.

Methodology

Based on 20+ public sources; several review snippets were truncated, so some user sentiment is partial.

Read how a report is made.

Sources

  1. Koyfin Pricing and Plan Guidekoyfin.com
    official
  2. Koyfin pricing planskoyfin.com
    official
  3. Changes to the Koyfin Pro Plankoyfin.com
    official
  4. Koyfin product maturity (G2 4.8, 83 reviews)rfp.wiki
    review
  5. Koyfin G2 seller reviews (4.8, 132 reviews)g2.com
    review
  6. Koyfin G2 reviews and pros/consg2.com
    review
  7. Koyfin Review 2026: Pricing, Pros, Consfinancialmodelshub.com
    review
  8. Reddit r/investing on Koyfinreddit.com
    review
  9. Reddit: best fundamental analysis toolsreddit.com
    review
  10. Mission Wealth customer storykoyfin.com
    official
  11. Alteris customer storykoyfin.com
    official
  12. TD Wealth customer storykoyfin.com
    official
  13. Koyfin trust center (SOC 2)trust.koyfin.com
    security
  14. Koyfin vulnerability disclosure policykoyfin.com
    security
  15. Koyfin Trustpilot reviewstrustpilot.com
    review
  16. Best Koyfin Alternatives (Stock Rover)stockrover.com
    review
  17. TrendSpider Koyfin alternativetrendspider.com
    review
  18. Koyfin raises $3Malleywatch.com
    news

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