What it does
Koyfin combines financial charts, company data and economic series with portfolio analysis. Investors can arrange their own dashboards, while advisor plans add client reporting and custodian connections. The Free plan includes limited company history and two watchlists.
Choose a research workspace
Koyfin can bring company comparisons and macroeconomic charts into the same dashboard. An investor following several industries can keep the relevant securities and economic series together instead of reopening separate pages. Create an account through Sign Up For Free to start.
Which plan covers the task?
| Plan | Main scope |
|---|---|
| Free | Two years of financials, one year of estimates, two screens and two custom dashboards |
| Plus | Longer financial history, ETF screening and unlimited watchlists |
| Premium | Custom formulas, custom data and advanced portfolio analysis |
| Advisor Core | Client portfolios, ten reports a month and one custodian integration |
| Advisor Pro | Custom report pages, multiple integrations and 200 reports a month |
Mutual fund data is reserved for the two advisor plans. Subscriptions renew automatically; plan changes are available under Profile, Plans & Billing.
Strengths
- Custom dashboards combine securities and macroeconomic series
- Advisor plans connect portfolio analysis with client reports
Watch out for
- Mutual fund coverage requires an advisor subscription
- Free has a shorter financial history than paid plans
Best for
- Investors maintaining recurring company comparisons
- Advisors preparing portfolio reports for clients
Sources
- Koyfin investor and advisor platform (Oct 27, 2026)
- Koyfin plans and subscription FAQ (Oct 27, 2026)