Koyfin review 2026: is this research platform worth it?

In this review, we look at Koyfin, a research platform from New York that gives private investors charts, company financials, analyst estimates and market dashboards at a fraction of the price of a Bloomberg terminal. We cover what the free plan includes, what Plus and Premium add, how much it costs in euros, which data is live and which is end-of-day for European markets, how its portfolio tool works and which alternatives may suit you better.

In November 2026, Anthropic also launched Personal Finance in Claude, which links bank, card, loan and investment accounts and answers questions about your money. It is not an option for European investors yet: the beta is limited to paid Claude plans in the US and to US banks, and for investment accounts it reads the balance, not your holdings or trades. It also has no market data of its own, which is what Koyfin sells. We compare both further down.

All prices and plan limits below were checked on Koyfin's pricing page, plan comparison and help centre in November 2026. We use Koyfin ourselves: every screenshot in this review was taken in our own account, on the web and in the Android app, on the Free plan.

Overview

Koyfin is run by Koyfin Inc., based in New York. Rob Koyfman, who started his career in equity research at Goldman Sachs, founded it in 2016 with Rich Meatto, and the platform opened to the public in 2018. Koyfin says it is used by more than 500,000 investors and 50,000 financial advisers. Its market data comes from S&P Capital IQ, fund data from Morningstar and news from MT Newswires (Koyfin fact page).

Koyfin is a research tool first. You use it to:

• Follow markets on ready-made dashboards for equities, bonds, currencies, commodities and the economy
• Look up a company: price history, 10 years of financials, analyst estimates, filings and earnings call transcripts
• Screen stocks and ETFs with thousands of filters
• Build your own charts, watchlists and dashboards
• Track a personal portfolio, with profit and loss converted into euros

Koyfin works in the browser and on iOS and Android. The interface is in English only, and every screenshot in this review shows it as you will see it.

Koyfin at a glance

^{Sources: (1) Koyfin pricing page, (2) our conversion at about $1.10 per euro, (3) Koyfin fact page, (4) Koyfin help: global equities, (5) Koyfin data overview, (6) Koyfin plan comparison, (7) Koyfin help: My Portfolio. All checked November 2026.}

Pros and cons

Pros

• Professional data at a retail price: S&P Capital IQ financials and estimates from $39 per month
• A useful free plan with market dashboards, advanced charts, 2 years of financials and the mobile app
• Global coverage of stocks, including European companies, with analyst estimates and price targets on paid plans
• Earnings call transcripts, filings and press releases in one place, with full history on paid plans
• Flexible dashboards, charts and screeners that you can save and reuse
• Portfolio tool that converts everything into euros and splits your result into market and currency effects
• Highly rated apps (4.9/5 on the App Store) and a 30-day money-back guarantee

Cons

• Prices for European stocks and ETFs are end-of-day, not live
• ETF holdings only for US ETFs, so you cannot look inside a UCITS ETF such as VWCE
• Prices shown only in US dollars, so your card may add a currency fee
• No automatic broker connection for private investors' portfolios
• Dividends in the portfolio tool are assumed to be reinvested, and P/L excludes fees
• Financials, valuation and estimates cannot be exported, a restriction set by the data provider
• English only, and much of the market content is centred on the US

Pricing: Free vs Plus vs Premium

Koyfin has three plans for private investors and two for financial advisers. Prices are shown in US dollars. Paying yearly saves up to 30%. There is no free trial of the paid plans, but Koyfin offers a full refund if you ask within 30 days (pricing page).

^{Source: Koyfin pricing page, November 2026. Prices in USD. The page does not mention VAT.}

In euros, at about $1.10 per euro, Plus costs about €425 per year and Premium about €860 per year on yearly billing. Monthly billing works out at about €45 and €100 per month. Koyfin shows prices only in dollars, so the exact amount depends on your card's exchange rate and any currency fee.

What each plan includes

^{Source: Koyfin plan comparison, November 2026.}

Which plan do you need?

The Free plan is enough to follow markets. You get the dashboards, advanced charts, news and two years of financials, which covers most of what a long-term ETF investor needs. The limits show up when you research individual companies: estimates only for S&P 500 stocks, 45 days of transcripts and 2 watchlists.

Plus is the plan for stock pickers. It unlocks 10 years of financials, global estimates, full transcripts, the ETF screener and unlimited watchlists. Premium adds unlimited custom formulas and data, ETF valuation and risk metrics for your portfolio. Most private investors will not need it.

Data coverage for European investors

This is where Koyfin's US roots show. Koyfin covers more than 80,000 companies worldwide with prices, financials, margins, consensus estimates and valuation ratios (help centre). European stocks such as ASML, Novo Nordisk or Allianz have the same company pages as US stocks. How fresh the prices are depends on the market:

^{Source: Koyfin data overview and plan comparison, November 2026.}

In our ASML screenshot, taken on a weekday afternoon, the label under the price still showed the previous day as the last update. For long-term investors, end-of-day prices are rarely a problem. You do not need live prices to read a balance sheet or compare valuations. If you want to follow intraday moves on Euronext or Xetra, use your broker's app instead.

The bigger gap concerns ETFs. Paid plans include global ETFs, so you can chart a UCITS ETF and compare its return. But ETF holdings, flows and valuation are only available for US ETFs. You can open the holdings of VOO or QQQ, but not of the ETFs most European investors buy, such as those in our VWCE vs IWDA comparison. For that, the issuer's website or a tracker with ETF look-through is a better source.

We checked this with VWCE on our Free account. Koyfin finds the ETF and shows its price and returns in euros, but fund size, expense ratio and holdings are all empty.

One more limit: Capital IQ does not allow Koyfin to let you export financials, valuation, estimates or growth rates. You can download price data and your own watchlists, but not the fundamentals behind them.

Features

Market dashboards

The home screen and the Market Dashboards section show equities, sectors, bonds, currencies, commodities and economic data on one screen. Ready-made pages cover market movers, world indices, global yields, the yield curve, credit spreads, recent IPOs and earnings and economic calendars. Each page has a short code, such as MOV for Market Movers, that you can type into the search bar.

Most dashboards start with US data. On pages such as Market Movers, you pick the index or group of stocks from a menu at the top.

Charts

Charting is Koyfin's strongest feature. You can plot prices, returns, valuation ratios, estimates and economic series on the same chart, compare several securities and save templates. Lots of Charts shows a grid of small charts for a whole index, which is a fast way to scan a sector.

Koyfin is not built for day trading. TradingView has more technical indicators and drawing tools. Koyfin's advantage is that you can chart fundamentals, such as a P/E ratio or revenue estimates, next to the price.

Company research

Each company has a snapshot with a description, key ratios, a percentile rank against its peers, dividend history, ownership, earnings history and analyst estimates. The Financial Analysis pages show the income statement, balance sheet and cash flow, with 10 years of history on paid plans. You can build your own templates with the metrics you care about, and switch the figures to euros.

The overview page also shows a summary of consensus estimates, as in our ASML example on the Free plan. The detailed estimate and price target pages for companies outside the S&P 500 need a paid plan.

Koyfin also offers Compare Matrix, a beta tool that answers questions about companies in plain language, using transcripts, filings, press releases and news (release notes). It is Koyfin's first AI feature and still limited compared with dedicated AI research tools.

Screener

The screener scans more than 100,000 securities with over 5,900 criteria, from valuation and growth to analyst estimates and insider trades (help centre). You can filter by country or exchange, so a search for European dividend stocks or small caps works fine. The Free plan screens stocks only and saves 2 screens. Plus adds ETFs and unlimited screens.

News, filings and transcripts

Koyfin brings market news from MT Newswires, press releases, company filings and earnings call transcripts into one feed. On the Free plan, you can read transcripts from the last 45 days. Plus gives you the full history, transcript summaries and a search across all transcripts, which helps when you want to see how often management mentions a topic.

My Portfolio

My Portfolio lets you track your own holdings. You choose a portfolio currency, such as euros, and add each position with its quantity, cost and purchase date, by hand or with a CSV file that lists the ticker or ISIN (help centre). Koyfin then shows:

• Profit and loss per lot and per position, converted into your currency
• The split between market and currency effects, which shows how much of your result on US stocks came from the dollar
• Total return including dividends, exposure by sector, country and asset class
• A comparison with a benchmark on Plus, and risk metrics and hypothetical performance on Premium

There are clear limits. Private investors cannot connect a broker: the integrations with Interactive Brokers, Schwab and Fidelity are only for advisers' client portfolios. Total return assumes every dividend is reinvested, and profit and loss figures exclude dividends and fees. The Free plan allows one account. For day-to-day tracking of what you hold at DEGIRO or Trading 212, a dedicated tracker does a better job.

Alerts and mobile app

You can set alerts on price, technical levels, valuation, news, filings and transcripts, with notifications by email, desktop or phone. The Free plan allows 5 alerts, Plus 50 and Premium 500. The mobile app shows watchlists, charts, news, transcripts and your portfolio.

The screenshots below come from the Android app on our own phone. It opens on Today's Markets, with the major US indices, and has five tabs: Markets, My Portfolio, Search, Movers and Watchlist. Company pages have Overview, Estimates, Price Target and Graphs tabs, and each watchlist has its own feeds for news, transcripts and press releases.

Security and privacy

• SOC 2 Type 2: Koyfin says it is SOC 2 Type 2 compliant
• Encryption: customer data is encrypted in transit and at rest
• Two-factor authentication is available on all accounts
• No broker access: for private investors, Koyfin does not connect to your broker, so it cannot see your accounts or place trades

Koyfin is a US company. Since you enter your portfolio data yourself and no broker is linked, it holds less about you than trackers that connect to your accounts.

What users say

^{Sources: Apple App Store (US) and Google Play through app-tracking data from July 2026, G2 rating as cited by Koyfin, Trustpilot checked November 2026.}

Reviews praise the price compared with Bloomberg or FactSet, the quality of the charts and the depth of the company data. The Trustpilot score rests on only three reviews, so it says little. The most common criticisms elsewhere are the US focus, the end-of-day prices outside North America and, for some reviewers, the few AI features compared with newer research tools.

Koyfin vs alternatives

Koyfin sits between charting platforms and portfolio trackers. Here is how it compares with the tools European investors use most:

^{Sources: pricing pages of each provider, checked November 2026. Claude Personal Finance: Anthropic help centre.}

Koyfin and the trackers do different jobs. Koyfin helps you decide what to buy. A tracker shows how your portfolio is doing. Many investors use both: Koyfin's free plan for research and getquin, Sharesight or Snowball for their holdings. TradingView is the better choice if you trade on charts and want more technical indicators.

Can Claude replace Koyfin?

Not for market data. Personal Finance in Claude is a beta for Claude Pro, Max and Ultra subscribers in the US, and it links bank and investment accounts, not market data feeds. It has no access to Capital IQ financials, estimates or transcripts, which are the core of Koyfin. Anthropic also says the feature is not designed to give investment advice.

Where an AI assistant helps is in the analysis. You can paste a company's figures or a transcript into Claude and ask it to explain the margins, sum up what management said or list the risks. Koyfin provides the data, and the assistant helps you read it. If Anthropic extends Personal Finance to Europe, we will update this review.

Who is Koyfin for?

Investors who pick individual stocks: 10 years of financials, global estimates, transcripts and a strong screener make Plus good value compared with other data platforms.

Investors who follow macro data: yields, currencies, commodities and economic series sit next to each other, and the Free plan already covers most of it.

ETF investors who want to look around: the Free plan is a good way to follow markets and compare ETFs on a chart. For choosing where to buy them, see our list of the best European brokers for ETFs.

Who Koyfin is not for

• Traders who need live prices on European exchanges
• Investors who want to see what is inside their UCITS ETFs
• Investors who want a portfolio tracker that syncs with their broker
• Investors who want the interface in Dutch, Polish or another language

Final verdict: is Koyfin worth it in 2026?

For research, yes. Koyfin gives private investors S&P Capital IQ data, clear charts and good dashboards for much less than professional terminals. The Free plan is one of the best free market tools we know, and Plus at $39 per month on yearly billing is fair value if you analyse individual companies.

For European investors, the limits are real: end-of-day prices for European markets, ETF holdings for US funds only, prices in dollars and a portfolio tool without broker sync. None of this matters much for long-term research, but it means Koyfin works best alongside your broker and a dedicated tracker.

Our recommendation: start with the Free plan and use it for a few weeks. If you keep hitting the 2-year financials or the S&P 500 limit on estimates, upgrade to Plus on yearly billing and use the 30-day refund window to check that the data you need is there.

Frequently asked questions

Is Koyfin free?
Yes. The Free plan has no time limit and includes market dashboards, advanced charts, 2 years of financials, 2 watchlists, 2 saved screens and the mobile app. Plus costs $39 per month on yearly billing or $49 month to month.

How much does Koyfin cost in euros?
Koyfin shows prices only in US dollars. At about $1.10 per euro, Plus costs about €425 per year and Premium about €860 per year on yearly billing. Your card may add a currency fee.

Does Koyfin cover European stocks?
Yes. Koyfin covers more than 80,000 companies worldwide, including European stocks, with financials, estimates and valuation ratios. Prices for European markets are end-of-day, not live.

Can I see the holdings of a UCITS ETF on Koyfin?
No. Paid plans let you chart and screen global ETFs, but holdings, flows and ETF valuation are only available for US ETFs.

Can I connect my broker to Koyfin?
Not as a private investor. You add your holdings by hand or with a CSV file. Broker and custodian integrations, including Interactive Brokers, are only available for advisers' client portfolios.

Is Koyfin a good Bloomberg alternative?
For private investors, yes. It uses S&P Capital IQ data and costs a fraction of a Bloomberg terminal. It lacks live prices outside North America, messaging and many professional data sets.

_{Disclaimer: This article is for informational purposes only and does not constitute financial advice. Investing involves risk, including the potential loss of your invested capital. Prices and features may change: check Koyfin's website before subscribing.}