What Is Koyfin?
Headquartered in New York, Koyfin is a financial data analysis research platform for self-directed investors and traders. Koyfin started as an alternative to some of the biggest research platforms like Bloomberg, intending to make research accessible to all investors.
Koyfin offers dozen of advanced research tools, including technical and fundamental analysis, portfolio managing, and market sentiment trackers, plus some very easy-to-use tools like watchlists and filters. Koyfin offers four subscriptions in total – including a completely free plan –, with access to transcripts and live data on the biggest asset classes, including commodities, currencies, and crypto.
In this quick Koyfin summary, I will go over all the best features of this platform. If you want to read a more in-depth analysis, check out our full Koyfin review.
Pros & Cons of Koyfin
Pros
- Live data and transcripts from 80,000+ companies worldwide
- Advanced charting tools and screeners
- Technical and fundamental analysis tools
- Customizable watchlists
- Supports stocks, commodities, currencies, crypto, and more
- Access live news and Twitter feeds
- Equity portfolio managing
Cons
- Previous investing experience recommended
- Free and Basic plans are very limited
- US mutual fund data exclusive to the Pro account
All The Financial Analysis You Need, In One Place
From the Koyfin dashboard, you can set up customized watchlists for all supported assets. Koyfin uses more than 1 million data points of 9,000 public companies across 30 years of statement history.
- Top news stories
- Industry news
- Twitter live feed
- Market sentiment tracker
- Data overview
One of the best features is that you can quickly share your analysis with your colleagues via a personalized link, and visualize at a glance using some of the graphing tools, with dozens of templates.
Additionally, all Koyfin users have access to:
- Technical and fundamental analysis tools
- Custom analysis & results
- Financial reviews from experts
- Analyst estimates
- Equity portfolio managing
Most of these tools are available on the basic subscription, albeit very limited. We recommend going for the Plus or Pro account if you’re a serious investor.
Choose From 3 Premium Accounts And A Free Plan
With Koyfin you can access three different premium accounts – Basic, Plus, and Pro –, plus a Free plan. The free account doesn’t have any time limit but it’s very limited in what it offers
The Basic account includes access to:
- Global equities, valuation & fundamentals
- Global bonds, FX & yield curves
- Advanced charting tools
- Market dashboards
- Global market and company news
The Plus and Pro Accounts include everything from the Basic in addition to:
- Custom news screens
- Transcripts search
- Financial statements
- Unlimited watchlists, screeners, and chart templates
- US mutual fund data (Pro account only)
- Priority customer support (Pro account only)
The Free account is very limited, but we recommend it as a good starting point to get a feel for the platform; you can always upgrade later on.
Track All Your Investments From The Koyfin Dashboard
Koyfin offers live data on dozens of asset classes, and you can keep track of everything from the Koyfin dashboard. Supported assets include:
- Stocks
- ETFs
- Mutual Funds
- CEFs
- Options
- Short Interest
In addition to these, you can gain deeper insights into global economics and identify factors that may affect the markets, and consequently your investments, at a glance. Here’s what’s included in the Global Macro section:
- Live data and transcripts of 80,000+ companies worldwide
- Global Economics
- Fixed Income
- Commodities
- Currencies & FX
- Crypto
- Indices
Keep in mind they’re always increasing their offerings so it’s always worth checking their website for new additions.
Koyfin Fees
- Free: Free
- Basic Account: $25/month (or $300/year)
- Plus Account: $45/month (or $540/year)
- Pro Account: $100/month (or $1,200/year)
If you sign up using our link you will get a 40% discount on the Basic, Plus, and Pro Account yearly subscriptions and will only pay $15, $35, and $70/month, respectively.
Sign-Up Process
Anyone can register and create a Koyfin account, and there are no special requirements to get started. To get started you just need an email address. Here are the steps:
- Visit Koyfin’s website
- On the top right, click Sign Up For Free
- Fill in some of your basic information like name and email address
If you use our link to sign up, you will get a 40% discount on all the yearly subscriptions, plus access to a free tier account where you can test all the features before committing to a subscription.
Koyfin Trustpilot Reviews
Koyfin has very positive reviews from its users, and it holds an average rating of 3.8 on Trustpilot, and 4.0 on the Google Appstore. Here’s what some of those users have to say about Koyfin:
- “I previously worked as a financial analyst at a bank and was using Bloomberg daily. And my verdict is that Koyfin is really and I mean good if you’re looking to do your own DD on financial instruments. I recommend 100%..” – Aras R.
- “I’m a retail investor/trader with a few years of experience in the markets. Previously I relied on the abundance of free data out there, e.g. finviz, MarketWatch, and on and on it went, aggregating data into a sprawling folder of spreadsheets. Then a couple of friends recommended Koyfin so I gave it a try, and I’m blown away by the quality vs price of the platform and the depth of data it provides..” – Dave C.
- “Been using Koyfin for over a year now on my pc. Great to see an app for it on the go… Great service! Great data accessibility.” – Bino K.
- “After having done some more research, it looks like this app’s competitors have ridiculous pricing, so given that I’ll rate what it provides for free higher..” – Joe H.
If you are not fully convinced that Koyfin is the right platform for you, we recommend checking out TrendSpider. TrendSpider is one of the best research tools in the market if you’re looking to automate your research and optimize processes.
Final Thoughts
Koyfin is a stock research platform that supports dozens of different asset classes, including stocks, commodities, and crypto. For new investors, Koyfin offers a completely free plan with limited access to some of the features. All the paid plans offer access to customizable watchlists, advanced charting tools, financial statements, and more. For those reasons, we recommend Koyfin as one of the most complete platforms for experienced investors looking for an easy-to-use stock research platform.
