Koyfin Review (2026): A Bloomberg-Lite for Fundamentals — and Where Traders Should Still Use TradingView
Koyfin is a web-based research terminal for individual investors: ten years of financial statements and estimates, a global screener, macro and market dashboards, ETF holdings, transcripts and watchlist analytics, with a permanent free plan and Plus at $39 a month on annual billing. It is research, not trading — no execution, no real alerts, research-grade charting — so the right pairing is Koyfin for what to hold and TradingView for when. Rating 4.2 / 5 as a research tool.
Koyfin is an unusual review to find on a Smart Money site, and the reason it is here is the "fundamental vs technical" question: when the answer is both, Koyfin is the cheapest serious way to do the fundamental half. This review covers what you get for free and for $39, what changed in the 2026 plan lineup (the old Pro tier is gone for new users, and most reviews have not noticed), and the feature mapper below that shows which needs Koyfin meets and which belong to TradingView.
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What is Koyfin?
Koyfin is a web-based financial data and analytics platform that gives individual investors the parts of an institutional terminal that matter for research: ten years of financial statements and estimates, a global screener with hundreds of metrics, macro and market dashboards, ETF and fund holdings, earnings transcripts, watchlist analytics and custom dashboards you assemble yourself. It is not an execution platform, it is not a technical-analysis tool of any depth, and its centre of gravity is equities and macro rather than forex, gold or crypto.
That makes it an unusual review to find on a Smart Money site, and the reason it is here is the "fundamental vs technical" question: when the answer is "both", Koyfin is the cheapest serious way to do the fundamental half. This review is about where it fits next to a charting platform, not instead of one.
Basis of this review: Koyfin's published pricing and plan documentation (verified September 2026, including the 2026 plan restructuring that retired the old Pro tier for new users), the free plan, and the swing-trading workflow we recommend. Screenshots are the vendor's own and are credited.
At a glance: the verdict
Rating: 4.2 / 5 for investors and swing traders who need fundamentals; 2.5 / 5 as a trading platform, which it does not try to be. Exceptional data breadth for the price and a free tier you can genuinely research on. Loses points for the charting, the absence of execution and alerts that traders expect, and a plan lineup that changed in 2026 and is still misquoted across the web.
Best for: stock and ETF investors, swing traders who set a fundamental bias before taking technical entries, anyone who wants macro dashboards without paying Bloomberg prices. Not for: day traders, forex, gold or crypto traders, or anyone who needs Pine Script, alerts and broker execution — that is TradingView's job.
What Koyfin does
- Financials and estimates — up to ten years of statements and ten years of forward estimates, graphed; the fundamentals page screenshot shows the layout.
- Screener — global stocks and ETFs, hundreds of metrics, custom formulas, saved templates.
- Dashboards — pre-built market and macro views (the currencies dashboard in this review, with normalised performance and the yield matrix) and unlimited custom dashboards on paid plans.
- Watchlist analytics — a watchlist becomes a table of any metrics you choose, with scatter plots and relative performance.
- ETF and fund data — holdings, valuations, overlap.
- Transcripts and news — earnings-call transcripts and premium news on higher tiers.
- Portfolios — your holdings tracked with performance and risk; advisor plans add client reporting.
- Charting — line and candlestick charts with moving averages and a handful of indicators; adequate for research, not for trading.
Pricing in September 2026
| Plan | Price | What it unlocks |
|---|---|---|
| Free | $0, no card, no trial clock | Screener with templates, 2 dashboards, 2 watchlists, 2 years of financials, 1 year of estimates, market and macro dashboards |
| Plus | $39 / month on annual billing ($468 / year); more month-to-month | Unlimited screens, watchlists and dashboards; 10 years of financials and estimates; full ETF holdings; more formulas; premium news |
| Advisor Core / Advisor Pro | $209 / $299 per month | Client portfolios and reporting for advisory firms |
Koyfin retired the old $79 Pro tier for new users during 2026 and replaced it with the advisor plans; many third-party pages still list Pro, and some data that used to sit on Pro (mutual funds, model portfolios) now requires an advisor plan. There is a 30-day money-back guarantee. The jump from two years of financials to ten is the single upgrade that matters for research; Plus is the tier most individuals should consider, and the free plan is the right place to spend a month first.
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Where it is genuinely good
Data breadth for the money. Ten years of financials and estimates, global coverage and a real screener for $39 a month is a fraction of what the same data costs on a terminal, and the free tier is not a demo — it is usable.
Dashboards. Assembling a macro view — rates, currencies, sector performance, breadth — on one screen is what Koyfin does better than anything at its price. The currencies dashboard in this review is a stock example.
Watchlist analytics. Turning a list of tickers into a comparison table with your own metrics is the workflow investors actually use, and it is fast here.
Where it falls short
Charting. It exists; it is not a trading chart. No Pine, no community scripts, no drawings worth the name, no alerts that a trader would rely on.
No execution, no alerts. Koyfin is research. You take the conclusion somewhere else to trade it.
Equities and macro only. Forex, gold and crypto get price series and macro context, not the depth the equity side has. If those are your markets, the free tier is enough.
Plan confusion. The 2026 restructuring left the web full of stale pricing. Check the pricing page; do not trust a review's table — including this one — without confirming.
Support signal. A small Trustpilot sample around 3 / 5 versus larger positive samples elsewhere; support is responsive by most accounts, but the review base is thin.
Koyfin vs TradingView
The two-column illustration in this review is the honest split. Koyfin: financial statements, estimates, screeners with fundamental metrics, macro dashboards, watchlist analytics. TradingView: charting, Pine Script, community indicators, alerts, broker execution, and a screener that is technical-first. The overlap — basic charts, basic screens, watchlists — is where people waste time arguing. Use Koyfin to decide what to hold and why; use TradingView to decide when and where.
How it fits a Smart Money workflow
For a swing trader in stocks and indices, the workflow we teach is bias from the higher timeframe, entries from structure. Koyfin is where a fundamental bias comes from — a screener for names with rising estimates, a dashboard showing the sector leading — and TradingView with the free indicators is where the order block, the sweep and the entry are. Zeno Stocks does the second half; Koyfin can do the first, for $0 to $39. For gold, forex and crypto the first half is mostly macro, and Koyfin's free dashboards cover that.
Koyfin is the cheapest serious way to do fundamental research — ten years of financials and estimates, a screener, dashboards — and it is not a trading platform. Spend a month on the free plan, move to Plus if you need the history, ignore the stale Pro pricing on the web, and keep the charting, alerts and execution on TradingView.
◆ Interactive check
Research tool or trading tool?
Questions people ask about Koyfin
Yes — a permanent free plan with no card and no trial clock, limited to two dashboards, two watchlists and two years of financials. Plus is $39 a month on annual billing.
No. It has no execution, no meaningful alerts and research-grade charting. Day traders should treat it as a research tab, if at all.
Market and macro data update in near real time on the dashboards; the depth of the product is in fundamentals, which are not real-time by nature.
Finviz is a faster screener with a better free heatmap and less data depth; Koyfin has ten years of financials, estimates, dashboards and watchlist analytics. Screening quickly: Finviz. Researching properly: Koyfin.
Price series and macro context, yes; the fundamental depth is equities and ETFs. For those markets the free plan is sufficient.
For research depth, yes by a wide margin — ten years of financials and estimates, a real screener and dashboards. Yahoo is free and adequate for quotes and headlines; Koyfin's free plan already exceeds it.
It is primarily a web application; the interface works on a tablet and phone browser, with a native app history that has varied. Check the current status on the site.
Yes — personal portfolios with performance and risk on all plans; client-facing reporting and custodian connections are advisor-plan features.
Yes on the paid tiers, with a limited window on the free plan; useful for quick reference rather than analysis.
Koyfin can supply the fundamental bias for stocks and indices; Zeno Stocks and the free indicators on TradingView supply the structure, entry, stop and targets. Two tools, two halves of the same trade.
References & Related Guides
Read next
- Fundamental vs Technical Analysis
- TradingView Alternatives
- Best Indicator for Stocks
- Unusual Whales Review
- TradingView Platform Guide
- What Is Institutional Trading?
- Multi-Timeframe Analysis
Authoritative sources
- Koyfin: pricing and plan guide (July 2026)
- Koyfin: product site
- TradingView: pricing (comparison)
- SEC EDGAR: primary source for company filings
- CFA Institute: technical analysis (context)