Koyfin
Worth it
Confidence: Medium
Buy if you research stocks weekly or manage client portfolios . at $39/month it replaces terminals costing thousands.
New check
Comparison
Koyfin vs Stock Rover
Koyfin lands on Worth it, and Stock Rover lands on Depends.
Stock Rover
Depends
Confidence: High
Buy if you are a serious US or Canada fundamental, value, or dividend investor who spends hours screening and tracking portfolios.
| Compare | ||
|---|---|---|
| Verdict | Worth it | Depends |
| Best for | Individual stock researchers | Value and dividend investors |
| Who it's not for | Casual investors who check holdings a few times a year . broker apps suffice | Day traders |
| Privacy | SOC 2 compliant; public trust center and vulnerability disclosure program; no known public vulnerabilities found. | No public breach reports; HTTPS, encrypted offsite backups, SAS 70 audited facilities, brokerage links via Yodlee; no dedicated public security page found. |
| Support quality | No supporting evidence in sources. | Useful phone support praised; billing disputes reported |
| Public sentiment | Users rate Koyfin 4.8/5 on G2, praising custom dashboards and market coverage, though some report limitations.⁴ | Long-term fundamental investors praise the screener depth; recurring complaints cover portfolio sync lag and rigid, non-refundable billing. |
| Biggest gotcha | Koyfin discontinued its Pro plan and migrated subscribers . verify current tier features before paying annually.³ | Users report non-refundable subscriptions and cancellation difficulties. |
Pick Koyfin when
- Individual stock researchers
- RIAs and wealth advisors
- Budget-conscious Bloomberg-alternative seekers
- Value investors building custom dashboards
When Koyfin is not a fit
- 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
Pick Stock Rover when
- Value and dividend investors
- Fundamental stock screeners
- Long-term portfolio analysis
- US/Canada-focused stock pickers
When Stock Rover is not a fit
- Day traders
- Mobile-first users . no app
- Global or multi-asset investors
- Beginners wanting a simple screener
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