--- title: "Koyfin Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Koyfin Software - reviews, pricing plans, popular comparisons to other Financial Management products and more." source_url: "https://www.capterra.com/p/207294/Koyfin/" page_type: "product" language: "en" --- # Koyfin Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Koyfin ## What is Koyfin? Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 500,000 investors. We offer global coverage of equities, ETFs, Mutual Funds, analyst estimates, model portfolios, transcripts, filings, screeners, financials, charting, macro data and custom dashboards. Our mission is to equip every investor in the world, no matter their size, with the best da ## What is Koyfin used for? [Data Visualization](https://www.capterra.com/data-visualization-software/)[Financial Management](https://www.capterra.com/financial-management-software/)[Financial Services](https://www.capterra.com/financial-services-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $39 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Koyfin?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.koyfin.com&name=Koyfin) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Koyfin 4.7 (3) VS. [4.4 (123)](https://www.capterra.com/p/184185/WinTeam/reviews/) Starting Price $39 Per User, Per Month Starting Price $0.01 Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (3) Ease Of Use 4.0 (26,549) Value For Money 5.0 (2) Value For Money 4.1 (20,393) Customer Service 5.0 (2) Customer Service 4.6 (20,650) ## Koyfin alternatives [4.4 (107)](https://www.capterra.com/p/62308/CCH-Tagetik/reviews/) Starting price $50000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars Highest Rated [4.9 (58)](https://www.capterra.com/p/10035709/Mercury/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,570)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Google Pay](https://www.capterra.com/p/212826/Google-Pay/) [4.6 (922)](https://www.capterra.com/p/212826/Google-Pay/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/207294/Koyfin/alternatives/) ## FAQs about Koyfin Overview ### What company size and specific industries is Koyfin built for? Koyfin is designed for individual investors and for professionals in the financial services sector, including financial advisors, asset managers, and other financial professionals. It is best suited to solo users and organizations in investing, wealth management, and asset management rather than broad general business use. Features and Usability ### What are the key features of Koyfin? Koyfin offers API access, real-time data, real-time analytics, and real-time reporting for financial analysis and reporting. It also includes what-if scenarios, projections, trend analysis, alerts/notifications, and collaboration tools, plus customizable dashboards, data visualization, data import/export, and support for multiple data sources and multi-currency analysis. Talk to an expert ### More questions? Ask our experts Pricing ### How much does it cost and what fees or limitations are included? Koyfin starts with a free version and free trial, then charges $39 per user per month for the Plus plan and $79 per user per month for Pro. The Free tier includes 2 custom dashboards, 2 watchlists, and basic financial data, while Plus and Pro add more advanced research tools. Getting Started and Support ### What training and onboarding options does Koyfin offer? Koyfin provides live online training, webinars, and videos to help teams get started. Live online sessions support guided setup and instruction, webinars present scheduled product education, and videos offer on-demand reference for learning features and common tasks. Getting Started and Support ### What customer support options does Koyfin offer? Koyfin provides Email/Help Desk and FAQ/Forum support. Those channels give users a direct way to submit questions and find self-service guidance in one place. No reviewer feedback about support experience is available, so customer sentiment on response time, helpfulness, or common issues cannot be summarized. ## Features AI summary Based on 1,546 Financial Management reviews According to Capterra reviewers, these are the Financial Management features buyers prioritize most when evaluating a solution: - **General Ledger** (**59%** of reviewers rated this feature as critical) - **Financial Reporting** (**49%**) - **Accounting** (**60%**) Koyfin focuses on other capabilities that reviewers also consider important, including **Real-Time Data** (**56%**). Access to current financial information helps businesses monitor market changes faster, make more informed decisions, and keep teams working with up-to-date insights. Dashboard Creation 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Creation and customization of dashboards Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Data Visualization 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Graphical representation of data Financial Analysis 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Multiple Data Sources 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Allows users to manage data from a number of sources Real-Time Reporting 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Active reporting of data and metrics Koyfin 28 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Historical Reporting: Information, data and reports that are being tracked over time - Multi-Currency: Manage and handle various international currencies - Multiple Data Sources: Allows users to manage data from a number of sources - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Visual Discovery: Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries. --- Get Advice We can help you find the software with the features you need. Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 5.0 (2) Free Trial Free Version Free Pricing not available It includes: - 2Y financials & 1Y estimates - 2 watchlists & portfolios - Advanced charting - Global stock screener - Market news - Market & macro dashboards - 2 custom dashboards - 45D transcript history - Company snapshots - Economic & earnings calendar - Popular ETF holdings & valuation data Plus $39.00 Per User,Per Month It includes: - Everything in Free - 10Y financials & 10Y estimates - Unlimited watchlists - Unlimited dashboards - Dashboard data download - Stock & ETF screener - Complete filings & transcripts - Advanced transcript search - Complete ETF Holdings data - Premium news, press releases, & filings - Custom news feeds - Custom FA templates - 10 custom formulas - 100k+ company snapshots Pro $79.00 Per User,Per Month It includes: - Everything in Plus - Unlimited custom formulas - Unlimited custom FA templates - Mutual fund screener - US mutual fund data - Complete ETF valuation data - Model portfolios - Priority support - Enterprise solutions Value for money 5.0 (2) 5.0 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CM Conor M. Director Media Production ### "Koyfin is the Strongest Terminal I have used" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 14, 2023 Pros When you look at the market of Factset, Bloomberg, Ycharts, all costing upwards of $5k to $30k per year, you can do everything they can for less than $1k. Cons International data updates at the end of the day. Switched from [YCharts](https://www.capterra.com/p/210403/YCharts/) Ycharts was limited to US-focussed data and had a clear bias to that region. I wanted global coverage and Koyfin delivers that and a whole lot more for a fraction of the price and a much cleaner UI. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 18, 2023 Thank you! Victor A. CMO E-Learning ### "El complemento ideal para tus inversiones en bolsa" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 November 18, 2022 Pros Infinitas funciones y gran cantidad de screeners y posibles visualizaciones. Opción de monitorizar tu portfolio y watchlist con información muy completa Cons Membresía un poco cara para la versión de pago, y a veces la información no está tan actualizada al momento como otras plataformas. Al principio no muy intuitivo Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User CEO Hospitality ### "Todo en uno para tus inversiones" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 6, 2020 Pros \- Genera gráficos financieros de acuerdo a tu gusto - Tiene información de Stocks a nivel lationamerica - A la fecha es gratuito Cons \- Falta algunos ratios importantes (Piotroski Score, por ejemplo) Switched from [finbox.io](https://www.capterra.com/p/161314/finbox-io/) Tiene muchas funcionalidades, especialmente gráficas Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.