4.8/5
G2 rating
83–132 reviews across G2 pages
Report
Should I Use Koyfin?
Market research, portfolio analytics, and client-ready reports for advisors and investors across equities, ETFs, funds, forex, and bonds.
Worth it
Worth itBuy if you research stocks weekly or manage client portfolios — at $39/month it replaces terminals costing thousands.
Strong, cheap Bloomberg alternative for serious investors; overkill if you only check your 401(k) occasionally.
Confidence: Medium
$39/mo
Paid plans from
Koyfin Plus
Yes
Free tier
Limited-feature free plan
$3M
Funding raised
Per AlleyWatch announcement
Value for money
4
$39/month versus four-figure terminals; free tier exists.
Ease of use
4
Dashboards praised; some learning curve per Reddit.
Feature depth
4
Broad asset coverage; not terminal-grade depth.
Security posture
4
SOC 2, trust center, disclosure policy; no breaches.
Pros
- 4.8/5 G2 rating across roughly 83–132 reviews⁴
- Free tier plus paid plans from $39/month — cheap versus Bloomberg-class terminals¹
- Covers equities, ETFs, mutual funds, forex, and bonds in one place¹
- SOC 2 compliant with public trust center and vulnerability disclosure policy
- Advisors credit its portfolio visuals with closing multi-million-dollar clients10
Cons
Gotchas
- mediumKoyfin discontinued its Pro plan and migrated subscribers — verify current tier features before paying annually.³
- mediumPlus is $39/month; higher tiers exist — confirm which data coverage your workflow actually needs.¹
- mediumTrustpilot presence is minimal (3 reviews) — support-quality signal from the public is thin.15
- lowGuess: Free tier limits dashboards and data history; serious use requires Plus.⁷
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
Companies that use it
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
No known public vulnerabilities found in the sources reviewed.
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”
“koyfin: Best for custom dashboards”
“Awesome to see Koyfin being used by the Financial Times”
Alternatives
Compare Koyfin with each alternative.
TradingView
Better charting-first choice for active traders.
Koyfin vs TradingViewStock Rover
Research-focused rival, $24.95–$119.95/month.
Koyfin vs Stock RoverTrendSpider
Markets itself as the best Koyfin alternative for equity research.
Koyfin vs TrendSpiderFinbox
Fundamental data and screening alternative.
Koyfin vs FinboxFull analysis
Based on 20+ public sources; several review snippets were truncated, so some user sentiment is partial.
Sources
- Koyfin Pricing and Plan Guidekoyfin.comofficial
- Koyfin pricing planskoyfin.comofficial
- Changes to the Koyfin Pro Plankoyfin.comofficial
review
review
- Koyfin Review 2026: Pricing, Pros, Consfinancialmodelshub.comreview
- Reddit r/investing on Koyfinreddit.comreview
- Reddit: best fundamental analysis toolsreddit.comreview
- Mission Wealth customer storykoyfin.comofficial
- Alteris customer storykoyfin.comofficial
- TD Wealth customer storykoyfin.comofficial
- Koyfin trust center (SOC 2)trust.koyfin.comsecurity
- Koyfin vulnerability disclosure policykoyfin.comsecurity
- Koyfin Trustpilot reviewstrustpilot.comreview
- Best Koyfin Alternatives (Stock Rover)stockrover.comreview
- TrendSpider Koyfin alternativetrendspider.comreview
- Koyfin raises $3Malleywatch.comnews
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