Koyfin

Koyfin is a financial data and analytics platform positioned as an affordable alternative to Bloomberg Terminal, aimed at retail investors, RIAs, and independent research professionals. It provides market data, fundamentals, earnings transcripts, economic indicators, and portfolio analytics.

The platform currently covers over 100,000 global securities including stocks, ETFs, bonds, mutual funds, and economic data. Koyfin's positioning has shifted toward advisors as well as individual investors, with dedicated Advisor Core and Advisor Pro pricing tiers alongside its retail tiers.

Key capabilities include real-time and historical market data, customizable dashboards with Bloomberg-style widgets, fundamental data (financials, ratios, estimates), earnings transcripts, an economic indicators database, watchlist and portfolio tracking, screeners with 5,900+ filter criteria, and export to Excel.

Pricing starts with a Free plan at $0 per month, which includes 2 years of financials, 1 year of estimates, My Portfolios, advanced charting, market and macro dashboards, 2 watchlists, 2 screens, and 2 custom dashboards, along with limited company snapshots and news. The Plus plan is $39 per month and Premium is $79 per month, both with annual billing options advertised at up to 30% savings. Advisor Core is $209 per month and Advisor Pro is $299 per month, aimed at financial advisors who need client reporting and custodian integrations. Teams pricing is custom.

Limitations include data depth and real-time tick-level coverage that still trail Bloomberg for professional trading use, and a primarily US-focused dataset with less comprehensive international coverage. The vendor markets an AI chat widget on its homepage, but this hands off prompts to external chatbots (ChatGPT, Claude, Gemini) rather than offering in-product AI analysis.

Koyfin suits retail investors, independent research analysts, RIAs, and finance professionals who need professional-grade financial data and analysis tools without Bloomberg's price tag.