Home / Investment research / Koyfin
Koyfin
Market data, portfolio analysis and client-ready reports. Has advisor plans with custodian integration. ↗ koyfin.com
Pricing
Free $0. Plus $39/mo. Premium $79/mo. Advisor Core $209/mo. Higher advisor tier $299/mo. Discount for firms under $100M AUM.
Integrations
Not verified We found no named integrations list on the pages we checked.
Security & compliance claims
None found We found no security claims on the pages we checked.
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
AI features are light compared with the rest of this list. Included because advisors often compare it with YCharts.
Referral / partner program
affiliate program (% of each paid subscription) ↗ koyfin.com/affiliate-program
Compare Koyfin
Similar tools
- YChartsInvestment research · Portfolio & proposal generationNo public pricing found on the vendor pages we checked (demo/quote).
- Orion (Denali AI)Client reporting · CRM & CRM add-onsOrion Compliance (employee & firm oversight): $8,500/yr for up to 10 users, plus $200/user…
- Canoe IntelligenceDocument parsing & data extraction · Client reportingNo public pricing found on the vendor pages we checked (demo/quote).
- AddeparClient reporting · Data platformsNo public pricing found on the vendor pages we checked (demo/quote).