Koyfin Promo Code (20% OFF)

About

Koyfin is a modern investment research platform for advisors and self-directed investors who want markets, portfolios, and client-ready reporting in one customizable workspace. The product spans equities, ETFs, mutual funds (on advisor tiers), government yields, indices, currencies, commodities, global economics, transcripts, crypto, and news — with dashboards you reshape rather than a rigid terminal template.

Koyfin’s homepage and pricing emphasize breadth plus usability: live market data, advanced graphing, equity screening across 100K+ global securities with 5,900+ filter criteria, macro dashboards, earnings transcripts with keyword search, and portfolio analytics that scale from individual investors to advisory firms. It is frequently compared (by users) to lighter Bloomberg/FactSet workflows for research and reporting — without pretending to be an order-entry day-trading stack.

Plans start free, then step through Plus/Premium for power investors and Advisor Core/Pro for client work (proposals, custodian integrations, mutual fund tools). Growing advisory firms under $100m AUM are called out for a 50% discount via Koyfin’s own advisor program (separate from SaveOnTrading). That dual path matters: retail researchers and advisors are both first-class audiences, but the SKUs diverge once you need client reporting.

A sensible evaluation path is to build one macro dashboard and one equity screener on Free, then upgrade only when you hit history, watchlist, transcript, or portfolio-analytics ceilings. Do not buy Advisor Pro features you will never export to a client PDF.

Key features

• Custom dashboards & watchlists: drag-and-drop workspace theming and layouts.
• Equity screener: 100K+ securities, 5,900+ filters for global idea generation.
• Advanced graphing: fundamental + technical visualization across asset classes.
• Financials & estimates: history depth expands by plan (2Y free → 10Y on Plus+).
• Transcripts, filings, press releases, premium news: on paid investor tiers.
• Portfolio & advisor tools: advanced analytics, custom formulas/templates, model portfolios, client proposals/reports, custodian integrations on higher plans.

For individuals, Plus is usually where research stops feeling capped. For advisors, the jump to Core/Pro is about client packaging and integrations, not prettier charts.

Plans/pricing

From Koyfin’s live pricing page (monthly list prices shown; annual billing can save up to ~30%):

• Free: $0/month — 2Y financials & 1Y estimates, My Portfolios, advanced charting, market/macro dashboards, 2 watchlists & 2 screens, 2 custom dashboards, limited snapshots/news.
• Plus: $39/month — 10Y financials/estimates, ETF holdings, stock & ETF screener, unlimited watchlists/screens/dashboards, 100K+ snapshots, press releases/filings/transcripts/premium news.
• Premium: $79/month — everything in Plus plus advanced My Portfolio analytics, unlimited custom data/formulas, custom financial templates, ETF valuation.
• Advisor Core: $209/month — Premium + model portfolios, 10 client proposals/reports per month, client portfolios, 1 custodian integration, US/Canadian mutual funds + screener.
• Advisor Pro: $299/month — Advisor Core + short/leveraged models, 200 proposals/reports per month, custom report pages, multiple integrations, PDF broker uploads, PMS integrations, US SMAs, priority support.

Koyfin advertises a 100% satisfaction guarantee with full refund if you contact them within 30 days. Plans auto-renew; cancel before the next cycle and access continues through the paid period. Teams can contact sales for custom onboarding.

Who it's for

Self-directed investors who want institutional-style dashboards/screeners, and financial advisors who need portfolio analytics plus client reporting. Global investors who follow equities, ETFs, and macro in one pane also fit. Not built as a primary intraday tape/scanner for small-cap day trading or options flow.

Limitations

• Mutual fund depth is concentrated on Advisor tiers.
• Free plan history and watchlist/screen caps are intentionally tight — serious research usually means Plus or Premium.
• No order execution; you still need a broker.
• Advisor pricing is a jump — confirm AUM discounts with Koyfin sales if you run a small firm.
• Custom formulas and advanced portfolio analytics are Premium+ features; Plus may be enough if you mostly screen and chart.

How SaveOnTrading offer works

Save 20% on Koyfin through SaveOnTrading partner pricing. Use our partner link to redeem at checkout. Use Free to map your dashboards, then upgrade via the partner link so the SaveOnTrading discount applies to the paid tier you actually need.

Related data and portfolio tools

If you need API data rather than a terminal UI, compare EODHD. For simpler portfolio visuals, see Simply Wall St or Ziggma.