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Market Scanners & Screeners · Reviewed 26 Oct 2026

Koyfin

Koyfin is a financial data platform for investors and advisors.

from $39 · free tier · koyfin.com ↗

Paid against free › Market Scanners & Screeners › Koyfin

Koyfin at a glance
1.3MEstimated total trafficModeled monthly visits9.5KRanking keywordsPublic search sample98/100Technical health15 pages checked0Referring domainsLive backlink summary

Overview

01

Summary

The useful answer before the supporting detail.

Koyfin is a financial data and analytics platform that provides live market data and analytical tools to individual investors and financial advisors S1. It solves the problem of expensive, complex investment research tools by offering professional-grade capabilities at an accessible price S1. The platform enables users to research markets, analyze portfolios, and create client-ready reports in one place S103.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Koyfin is a financial data and analytics platform S1.
  • Core purpose: It provides affordable access to live data and analytical tools for investors S1.
  • Intended users: Individual investors, students, and financial advisors S1 S29.
  • Product scope: A web and mobile platform with features for market research, portfolio tracking, and client reporting S103 S1.
  • Positioning: Koyfin positions itself as a modern, affordable alternative to traditional investment platforms S1.
  • Claimed distinction: It offers professional-grade tools to every investor, regardless of portfolio size S1 S103.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
Individual investorsResearch stocks and track market trends S1.
Financial advisorsManage client assets and create performance reports S29.
StudentsAccess affordable investment tools for learning S1.
Dividend investorsUse Koyfin Plus for dividend-focused research S157.
ETF investorsUse Koyfin Plus for global ETF data and screening S157.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Advanced graphingCreate charts with over 100 series including fundamentals, technicals, and estimates S27.
AlertsSet custom notifications for price, valuation, technical signals, news, and filings S25.
Client PortfoliosManage and track client assets, group accounts into households, and view performance S29.
ReportsGenerate and customize professional reports for portfolios and funds S26.
ScreeningScreen stocks and ETFs with unlimited screens on paid plans S142.
Data importImport client accounts via CSV, integrations, or PDF statements S26.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
SchwabIntegrationImport client account data directly S29.
AltruistIntegrationImport client account data directly S29.
TradePMRIntegrationImport client account data directly S29.
Interactive BrokersIntegrationImport client account data directly S29.
FidelityIntegrationImport client account data directly S29.
OrionIntegrationImport client account data directly S29.
Black DiamondIntegrationImport client account data directly S29.
AddeparIntegrationImport client account data directly S29.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Free$0 S1422 watchlists, 2 screens, 2-year financials S142Limited snapshots and news S142
Plus$39/mo billed annually S142Unlimited screens, stock and ETF screener, 10-year financials S142Not established
Premium$79/mo billed annually S142Unlimited screens, unlimited custom formulas S142Not established
Advisor Core$209/mo billed annually S142Mutual fund screener, 10 client reports per month S142Not established
Advisor Pro$299/mo billed annually S142200 client reports per month S142Not established
TeamsContact sales S142Custom S142Not established

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
reddit.com221.5bloomberg terminal alternative, bloomberg terminal alternatives
openapps.pro224bloomberg terminal alternative, bloomberg terminal alternatives
liquidityfinder.com226bloomberg terminal alternative, bloomberg terminal alternatives
gartner.com111bloomberg terminal alternative
news.ycombinator.com112bloomberg terminal alternatives
amsflow.com113bloomberg terminal alternative
godeldiscount.com114bloomberg terminal alternative
capterra.in114bloomberg terminal alternatives
ainvest.com115bloomberg terminal alternatives

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

No supporting public-page evidence was collected for this category.

Independent review sources discovered

PlatformStatusDiscovered source
Googlediscovered_not_scrapedhttps://www.google.com/search?udm=50&q=I%27m+deciding+which+Koyfin+plan+to+choose.+Explain+the+differences+between+the+plans,+who+each+one+is+designed+for,+and+recommend+the+best+option+based+on+my+needs.
Googlediscovered_not_scrapedhttps://www.google.com/search?udm=50&q=I%27m+evaluating+Koyfin%27s+advanced+graphing+features.+What+can+I+do+with+them+and+why+do+investors+recommend+them%3F
Googlediscovered_not_scrapedhttps://www.google.com/search?udm=50&q=I%27m+a+financial+advisor+evaluating+Koyfin%27s+client+portfolio+features.+What+can+I+do+with+them+and+why+do+advisors+recommend+them%3F
13

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 1.0%
MonthSource
—All AI assistants
—All AI assistants

Website intelligence — Collected evidence

Site-stated AI capabilities

Page typeEvidenceSource
otherAsk ChatGPT 0 Ask Claude 1 Ask Gemini 2https://www.koyfin.com/
pricingLet AI explain Koyfin's pricing.https://www.koyfin.com/pricing/
pricingAsk ChatGPT 0 Ask Claude 1 Ask Gemini 2https://www.koyfin.com/pricing/

These are first-party product claims, not independent measurements of AI-search visibility.

14

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Competitor gapReview the sampled queries where reddit.com appears.2 first-page appearances across bloomberg terminal alternative, bloomberg terminal alternatives

Website intelligence — Collected evidence

Website evidence gaps

  • integrations: no usable public page was collected; verify whether the site publishes this evidence.
  • customers: no usable public page was collected; verify whether the site publishes this evidence.
  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • identity: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

15

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
TrustpilotKoyfin Reviews / Read Customer Service Reviews of www.koyfin.comGrounded web search### Average ... 3 reviews ... 1.7 ... (135) ... Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more ... ## Unfair marketing ... Unfair marketing, they tease you in with a rebate, but there's no way you can get it. I'm looking at a current referral discount price for the Plus package of USD 33.2 / month, but there's no way to actually get the subscription at that price. June 3, 2024 Unprom
ToolradarKoyfin Reviews, Pricing & Alternatives (2026) - 4.8/5Grounded web search## Ratings Across the Web 4.8(133 reviews) Koyfin holds an aggregate rating of 4.8 out of 5 from 133 reviews across G2, last checked September 17, 2026. G2 133 reviews 4.8/5 Ratings aggregated from independent review platforms. Learn more
ShouldIUse.ioKoyfin Review 2026: Pricing, Pros & Cons / Should I Use ItGrounded web search+ 4.8/5 G2 rating across roughly 83 ... /month — cheap versus Bloomberg-class terminals - + Covers equities, ETFs, mutual funds, forex, and bonds in one place - + SOC ... - + Advisors credit its portfolio visuals with closing multi-million-dollar clients
Apple App StoreKoyfin: Market Data & Analysis - Ratings & ReviewsGrounded web searchTried for a day to use the app but it crashed every time I tried to search for a stock. The search bar would pop up for half a second, then the screen goes completely black and doesn’t come back until you hard
G2Compare Koyfin and TradingView Social Share OptionsGrounded web search- Users say that Koyfin's Market News feature, scoring 7.6, could use improvement, as some users feel it lacks depth compared to TradingView's more comprehensive news integration. - Reviewers mention that TradingView's Charting features, scoring 9.2, are user-friendly and offer a wide range of technical indicators, making it a favorite among traders for technical analysis. - Users on G2 report that Koyfin's Dashboard functionality, with a score of 9.6, is highly customizable, allowing users to t
rfp.wikiKoyfin · Product Maturity: Roadmap & Momentum (2026)Grounded web search/ Source/Feature / Score & Rating / Details & Insights / / --- / --- / --- / / G2 / 4.8 / 87 reviews / / / 4.7 / 3 reviews / / Software Advice / 4.7 / 3 reviews / / Trustpilot / 3.1 / 3 reviews / / / 4.7 / 3 reviews / / RFP.wiki Score / 3.7 / Review Sites Score Average: 4.4 Features Scores Average: 4.0 /
G2Compare Koyfin and Morningstar Direct Social Share OptionsGrounded web searchKoyfin(87)4.8 out of 5Koyfin By Koyfin Morningstar Direct(237)4.1 out of 5Morningstar Direct ... Koyfin is a terrific value and feature-rich. The UI is very intuitive and customizable. Dashboards, charting and watchlist features are very useful as is the
G2Compare Koyfin and Sentieo by AlphaSense Social Share OptionsGrounded web searchKoyfin(87)4.8 out of 5Koyfin By Koyfin ... Koyfin is a terrific value and feature-rich. The UI is very intuitive and customizable. Dashboards, charting and watchlist features are very useful as is the macro economic database. It's an obvious alternative

Customer proof

Proof typeNamed customer or sourceEvidence
TestimonialPuru Saxenatestimonial — Koyfin is an excellent research tool and with its global coverage of equities, analyst estimates and financials, it allows investors to carry out fast and comprehensive analysis. (Comprehensive financial data analysis - Koyfin)

Independent mentions

  • Koyfin: Stock Market Analysis - Apps on Google Play — Koyfin is an essential "must-have" for anyone tracking their own ... across all sectors and global markets, or just likes to keep informed of the goings-on in ... . The premium version features pretty much everything you'd need if you're very hands-

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

16

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownership**Koyfin is foundedsource
Contact and supportIf you’re interested to become an investor, please contact us. You can click on Feedback at the top of the web application, and then email us. It would help if you provide some context about yourself and experience withsource
Legal and privacyWhat is your refund policy?source
Security and complianceThe investment industry is stuck in the dark ages and we’re dragging it – kicking and screaming -into the 21st century. Who needs a swipe card to access a terminal when two-factor authentication exists?source
Uptime and status pageNot published on the collected pages.—
Domain registered2016-02-18—
Domain expires2027-02-18—

Not found on the collected pages: uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

17

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Resource or updateTypeWhat is availableDate or freshness
Product FAQFAQAnswers common product, workflow, pricing, privacy, ownership, API, and team questions. (source)Not dated
Koyfin Pricing and Plan GuideGuideGuides, comparisons, pricing breakdowns, use cases, and how-to articles. (source)Not dated
About us - KoyfinRoadmapPublic product roadmap. (source)Not dated

Not found in the collected public sources: changelog or release notes, status page, separate help center or knowledge base.

Technical

18

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Koyfin is a web platform S103.S103
Platforms and appsKoyfin has a mobile app S1.S1
API and extensibility (API, SDK, webhooks, MCP, plugins)Not published on the collected pages.—
Data ownership and exportUsers can export charts as PNG S27.S27
Performance and reliability claimsNot published on the collected pages.—
Release activityNot published on the collected pages.—
19

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered2016-02-18 — GoDaddy.com, LLC
Domain expires2027-02-18
First archived2017-11-19 — web archive
TLS certificateAmazon, valid, expires 2027-02-11
Security headersnone served
Headers not servedHSTS, CSP, X-Content-Type-Options, X-Frame-Options, Referrer-Policy
Server headernginx
Mail handled byaspmx.l.google.com, alt1.aspmx.l.google.com
Nameserversns-1731.awsdns-24.co.uk, ns-193.awsdns-24.com
20

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 98/100
  • Critical issues: 0
  • Warnings: 5
  • Notices: 3

Issues

SeverityIssueValueAffected URL
noticeMeta description length should be reviewed198https://www.koyfin.com/
noticeMeta description length should be reviewed198https://www.koyfin.com/
noticeImages are missing alt text9https://www.koyfin.com/mobile-app/
warningTitle length should be reviewed66https://www.koyfin.com/for-financial-advisors/investment-research-teams-cio/
warningDuplicate title in audit sample2https://www.koyfin.com/
warningDuplicate title in audit sample2https://www.koyfin.com/
warningDuplicate meta description in audit sample2https://www.koyfin.com/
warningDuplicate meta description in audit sample2https://www.koyfin.com/

Crawled pages

StatusTitleH1sWordsResponseURL
200Comprehensive financial data analysis - Koyfin11574769 mshttps://www.koyfin.com/
200Comprehensive financial data analysis - Koyfin11574784 mshttps://www.koyfin.com/
200Product Features. Advanced graphing, financial Analysis - Koyfin11332303 mshttps://www.koyfin.com/features/
200Koyfin Data Coverage composed to match most investment styles1274751 mshttps://www.koyfin.com/data-coverage/
200Koyfin mobile app for stock analysis. Stay up to date on the move11011598 mshttps://www.koyfin.com/mobile-app/
200A Solution For Financial Advisors - Koyfin1203307 mshttps://www.koyfin.com/for-financial-advisors/
200Financial advisor resources all on one platform - Koyfin1947327 mshttps://www.koyfin.com/for-financial-advisors/financial-advisors/
200Financial analysis software for investment research teams - Koyfin1869300 mshttps://www.koyfin.com/for-financial-advisors/investment-research-teams-cio/
200A solution for every type of investor - Koyfin1688303 mshttps://www.koyfin.com/for-investors/
200Independent investor tools to manage your portfolio - Koyfin1695609 mshttps://www.koyfin.com/for-investors/independent-investors/
200Asset managers tools all on one platform - Koyfin1676598 mshttps://www.koyfin.com/for-investors/asset-managers/
200Financial analysis software for equity research - Koyfin1650634 mshttps://www.koyfin.com/for-investors/equity-research/
200Stock market charting tools for businesses - Koyfin1625605 mshttps://www.koyfin.com/for-investors/enterprise/
200Investment research tools for schools & universities - Koyfin1712605 mshttps://www.koyfin.com/for-investors/schools-universities/
200Pricing plans and subscription FAQ - Koyfin1839628 mshttps://www.koyfin.com/pricing/

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

21

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct80.1%
search13.3%
search organic13.3%
search paid0.0%
social3.2%
social organic3.2%
social paid0.0%
referrals1.5%
paid referrals0.2%
mail0.8%
gen ai1.0%
affiliate0.0%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

22

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention specific competitors. Evidence gaps include lack of detailed security certifications, uptime statistics, and API documentation. Open questions remain about the full feature set of the free tier and the exact capabilities of the Teams plan.

23

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 collected pages from koyfin.com, including the homepage, about, features, and pricing pages. The evidence catalog includes 142 entries from these pages. External proof search was enabled but no external sources were verified. The report reflects only information published on Koyfin's official website.

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