Koyfin
Financial analytics. Charts, fundamental data, peer comparison. Stocks/ETF/bonds.
Overview
Koyfin is a comprehensive financial analytics platform designed for investors who need institutional-quality market data and analysis tools at an accessible price point. The platform covers global equities, ETFs, mutual funds, and macroeconomic data, serving over 500,000 investors worldwide.
Koyfin bridges the gap between expensive institutional terminals like Bloomberg and basic free tools. It provides powerful screening, charting, fundamental analysis, and portfolio tools that were previously available only to professional investors paying thousands per month.
The platform is particularly strong for equity analysis, offering 10+ years of financial statements, analyst estimates, and a screener with over 5,900 filter criteria across 100,000+ global securities.
Key Features
- Equity Screener: Scan 100,000+ global securities using 5,900+ filter criteria including fundamental, technical, and custom metrics.
- Advanced Charting: Professional charting with technical indicators, multi-asset comparison, and customizable layouts.
- Financial Statements: Up to 10 years of income statements, balance sheets, and cash flow data for global companies.
- Analyst Estimates: Forward earnings estimates, price targets, and consensus recommendations.
- Custom Dashboards: Build personalized dashboards with any combination of charts, watchlists, and data widgets.
- Macro Data: Economic indicators, interest rates, and global macro dashboards.
- ETF Analytics: ETF screener, comparator, holdings analysis, and valuations.
- Portfolio Tools: Model portfolio creation, performance tracking, and attribution analysis.
- Earnings Calendar: Upcoming earnings dates with estimates and historical surprises.
Data Coverage
| Data Type | Details | |-----------|---------| | Equities | 100,000+ global stocks | | ETFs | Comprehensive US ETF coverage with holdings | | Mutual Funds | US mutual fund data (Pro plan) | | Financial Data | 10 years of statements and estimates | | Macro | Global economic indicators and rates | | Screener Criteria | 5,900+ filter metrics |
Pricing
| Plan | Price | Features | |------|-------|----------| | Free | $0 | Screener, 2 years financials, 1 year estimates, basic charts | | Plus | $39/mo | 10 years financials, ETF screening, unlimited watchlists | | Pro | $79/mo | Mutual fund data, unlimited custom formulas, model portfolios | | Advisor Core | $209/mo | Professional features for financial advisors | | Advisor Pro | $299/mo | Full advisor suite with advanced capabilities |
No contracts — switch or cancel anytime.
API Access
Koyfin does not currently offer a public API. Data access is through the web platform and Excel/Sheets integrations available on paid plans.
Getting Started
- Sign up for a free account at koyfin.com.
- Explore the Screener to filter stocks by fundamentals, technicals, or custom criteria.
- Build custom dashboards for the markets and sectors you follow.
- Use the charting tools to compare assets and overlay financial metrics.
- Create watchlists and set up alerts for earnings and price movements.