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Koyfin Review

The tool people call the poor man's Bloomberg, and then mostly forget to tell anyone about.

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What Koyfin Actually Looks Like

Screenshot of the Koyfin homepage
The Koyfin homepage

The Alpha Score Breakdown

Koyfin scores 85 out of 100 across five pillars, 20 points each.

  • Signal Quality17 / 20
  • Transparency18 / 20
  • Price-to-Value19 / 20
  • Usability18 / 20
  • Community Verdict13 / 20
How we score →
Free Tool · Drag the sliders

The Bloomberg Math

"Bloomberg alternative" is the easiest claim in fintech to make and the hardest to back up. So here is the arithmetic, plus the honest list of what you actually give up when you pay under 2% of the price.

Reddit
What investors call it
“The poor man's Bloomberg: Koyfin. I don't know why they don't advertise more.”
r/stocks
How long you'd keep it2 years
Your portfolio size$100,000
Bloomberg Terminal · 1 seat, estimated$60,000
Koyfin Plus · annual billing$936
Koyfin Free · real tier, not a demo$0
0.00% of your portfolio, every year
What you keep by not buying a terminal
$59,064

What you keep at a fraction of the price

  • Institutional data (Capital IQ sourced)
  • Deep fundamentals, 10-K/10-Q history
  • Macro dashboards, 40+ countries
  • Yield curves, commodities, FX
  • Custom dashboards and watchlists
  • Earnings transcripts and estimates
  • Runs in a browser, learnable in a day

What you actually give up

  • Order execution: it's research, not a trading desk
  • Real-time order flow and depth
  • Fixed income depth
  • The Bloomberg messaging network (the real lock-in)
  • Sell-side research and dealer connectivity
  • Some international data updates end-of-day
~1.6%of a Bloomberg seat
4.8 / 4.4G2 rating, Koyfin vs Bloomberg
9.1 / 7.7G2 ease of use, Koyfin vs Bloomberg
30 daysmoney-back guarantee
The honest read: this comparison holds for fundamental research and macro dashboards. It does not hold for execution, real-time order flow, or fixed income, and it never touches the messaging network that actually locks Wall Street into Bloomberg. If you're a retail investor or a small shop doing research, you're paying for the 5% of a terminal you'd have used anyway. If you need a trading desk, no $39/month tool replaces one. Start on the free tier, which is a genuine working plan, and upgrade only when you hit a wall.
See Koyfin plans  →

Bloomberg does not publish pricing; roughly $30,000 per seat per year, typically on a 2-year contract, is the widely cited estimate used here. Koyfin Plus is about $468/yr on annual billing, month-to-month costs more. Verify current plans on Koyfin's own pricing page before subscribing.

Editorial Deep Dive

The Koyfin Free Tier That Beats Paid Rivals

Koyfin review verdict: The free tier genuinely beats several paid research subscriptions on macro dashboard depth, screener reach, and global coverage, for fundamentals-first…

Read the full Koyfin teardown
  • Length3,300 words
  • Read time15 min
  • RefreshedEvery 6 to 12 months

The Verdict

Koyfin scores 85 on genuine capability. Dashboards, fundamentals, macro charts and portfolio analytics sit in one clean interface, the free tier is unusually generous, and price-to-value scores 19. The pillar holding it back is community verdict at 13, and that is not a criticism of the product. It has three lifetime Trustpilot reviews. The people who use it rate it near the top of the category; there are simply not many of them talking.

The Watch-Out

Thin public discussion cuts both ways. It means less hype, but it also means fewer independent accounts to check before you commit, and a smaller pool of tutorials when you get stuck. There is no free trial on paid plans either, only a 30-day money-back guarantee.

Who It's For

Hover, tap, or focus a card to see who we'd point at this tool — and who should walk away.

Who this is for

The traders who get the most out of Koyfin.

Flip to see the list

Who this is for

  • Investors who want Bloomberg-style dashboards without the Bloomberg bill
  • Anyone doing fundamental and macro research in the same session
  • People who will genuinely test the free tier first

Who this isn't for

Where Koyfin is the wrong spend.

Flip to see the list

Who this isn't for

  • Day traders — this is a research terminal, not a scanner
  • Anyone who wants a large community and abundant tutorials
  • Traders who want to trial paid features before being charged

The Pain It Solves

A real complaint from the trading forums, and what this tool actually does about it.

—
r/swingtrading
“100% this is a disguised ad for Sentimentick.”

Source: r/swingtrading

Koyfin logo

Koyfin

Koyfin is the unusual case where the absence of marketing is the credibility signal. It barely advertises, runs no significant affiliate push, and the people recommending it have nothing to gain. That is also why so few people have heard of it.

What Users Say

Sentiment pulled from two independent sources, kept separate so you can weigh each one yourself.

Reddit logor/DaytradingReddit
“Been using Koyfin for like 4-5 years and it gets better every year because they are relentless at shipping new features and improvements.”
Read the original on Reddit →
Reddit logor/DaytradingReddit
“Koyfin is an amazing alternative to a poor man's Bloomberg”
Read the original on Reddit →
Reddit logor/dividendsReddit
“Koyfin is the closest you'll get. A little lacking on the news side, but exceptionally robust on the financial data side. Well worth the subscription, but even the free version outpaces most similar services.”
Read the original on Reddit →
Reddit logor/investingReddit
“Its kind of like a (much) simplified Bloomberg terminal, but completely free. Lots of good information, and you can quite a lot of cross-analysis.”
Read the original on Reddit →

Every quote is real and traceable. How we source them →

Pricing

Free

$0 / month

2 years of financials, advanced charting, macro dashboards, 2 watchlists and 2 screens.

Our pick

Plus

$39 / month billed annually

10 years of financials and estimates, ETF holdings, screeners, unlimited watchlists and dashboards.

Premium

$79 / month billed annually

Adds portfolio analytics, unlimited custom data and formulas, custom financial templates.

Advisor Core

$209 / month billed annually

Model portfolios, client proposals and reports, custodian integration.

Prices change. Check the vendor’s page before you buy.

Pros and Cons

What works

  • Free tier is unusually capable rather than a teaser
  • Dashboards and macro charting are the standout, and users stay for years
  • Price-to-value is strong against anything in the same bracket
  • App Store rating is the highest in this comparison set

What doesn’t

  • Very thin public discussion, which is exactly why community verdict scores 13
  • Three lifetime Trustpilot reviews, so almost no independent record to check
  • No free trial on paid plans, only a refund window
  • Fewer tutorials and community answers than better-known rivals

Koyfin FAQ

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Related Reading

85/ 100

Our verdict on Koyfin

Koyfin scores 85 on genuine capability.