Koyfin

Koyfin is a professional financial data and analytics platform positioned as a Bloomberg Terminal alternative for retail investors, RIAs, and independent research professionals. Where Bloomberg charges $24,000 per year per terminal, Koyfin provides comparable financial data coverage — market data, fundamentals, earnings transcripts, economic indicators, and portfolio analytics — at a fraction of the cost.

The platform covers 90,000+ global securities including stocks, ETFs, bonds, mutual funds, and economic data. Koyfin dashboards replicate Bloomberg's customizable workspace model — users build personalized layouts with the data widgets they use most frequently. AI features added in 2025 include AI earnings call summaries, natural language financial queries, and AI-generated company summaries.

Key capabilities include real-time and historical market data for 90K+ securities, customizable dashboard with Bloomberg-style widgets, fundamental data (financials, ratios, estimates), earnings transcripts with AI summaries, economic indicators database, watchlist and portfolio tracking, screeners, AI natural language queries, and export to Excel.

Pricing: Free plan provides basic market data and limited functionality. Plus at $39 per month provides expanded data access, custom dashboards, and AI features. Pro at $79 per month provides the full platform including advanced screening, full transcript library, and priority support. Enterprise and team pricing is custom.

Limitations: While significantly cheaper than Bloomberg, Koyfin's data depth and real-time tick-level data still trails Bloomberg for professional trading use. The platform is primarily US-focused — international market coverage is less comprehensive. AI features are newer and still maturing.

Best suited for retail investors, independent research analysts, RIAs, and finance professionals who need professional-grade financial data and analysis tools without the Bloomberg price tag.