# Koyfin Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Koyfin Software - reviews, pricing plans, popular comparisons to other Financial Management products and more.

Source: https://www.capterra.com/p/207294/Koyfin

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# 

 Koyfin Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on August 24, 2025

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 (26,363)

Value For Money

5.0 (2)

Value For Money

4.1 (20,220)

Customer Service

5.0 (2)

Customer Service

4.6 (20,474)

## Koyfin alternatives

Highest Rated

[4.9 (57)](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 (26,385)](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

[Learn More](https://www.capterra.com/p/207944/PayPal/)

[AppNomu SalesQ](https://www.capterra.com/p/268650/AppNomu/)

[4.6 (95)](https://www.capterra.com/p/268650/AppNomu/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/268650/AppNomu/)

[Google Pay](https://www.capterra.com/p/212826/Google-Pay/)

[4.6 (914)](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

[Learn More](https://www.capterra.com/p/212826/Google-Pay/)

[View all alternatives](https://www.capterra.com/p/207294/Koyfin/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share media files, communicate, and work together

Add customized logos and colors to align with company branding

Alter the layout and content of dashboards

Pre-designed layouts that can be customized to match preferences and requirements

Creation and customization of dashboards

Import and export data to and from software applications

Ability to handle large datasets

Graphical representation of data

Assemble applications and processes by dragging over and arranging pre-built components

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Information, data and reports that are being tracked over time

Manage and handle various international currencies

Allows users to manage data from a number of sources

Estimate or forecast of a future scenario based on the study of present trends

Analyze and gain insights into data in real-time

Receive data and information in real time

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Review data from past periods to reveal recurring tendencies and predict future performance

Interact with data visualization elements, such as charts and graphs, to drill down into data

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

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.

AU

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.

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)