Koyfin Review – Charts, Screens, Transcripts | Quasa.io

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Koyfin is a research and portfolio desk for stocks, ETFs, funds, macro, yields, and crypto. Custom dashboards, deep charts, 100K+ snapshots, filings, transcripts, screeners. Data cited as S&P Capital IQ. Free is real but thin: two years of financials, two watchlists, two screens. Plus is $39 a month for 10-year history, unlimited lists, ETF holdings, premium news. Premium is $79 for custom formulas, templates, and richer portfolio analytics. Advisors pay $209 Core or $299 Pro for client books, models, custodian feeds, and branded reports. Annual billing cuts about 30%. SOC 2 Type 2. It is not a trading venue. Mutual funds and models now sit on advisor tiers after Pro sunset. Start free. Upgrade when a screen or a transcript is the bottleneck.

𝐂𝗢𝗥𝗘 𝗦𝗧𝗥𝗘𝗡𝗚𝗧𝗛𝗦
• Institutional data at a retail ticket
• Dashboards you actually customize
• Screeners plus transcripts in one login
• Advisor reports without a second vendor
• Free tier that is usable, not a teaser only

𝗜𝗗𝗘𝗔𝗟 𝗙𝗢𝗥
Individual investors who outgrew Yahoo Finance and RIAs who want research plus client decks without a Bloomberg seat.

𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦
• 5,900+ screener filters claimed
• Macro dashboards
• Mobile app sync
• 30-day money-back on paid plans
• Kitces value scores cited by the company

𝗣𝗢𝗧𝗘𝗡𝗧𝗜𝗔𝗟 𝗖𝗢𝗡𝗦𝗜𝗗𝗘𝗥𝗔𝗧𝗜𝗢𝗡𝗦
• Free history is short
• Advisor jump is a different product
• Not a broker
• Formula work lives on Premium
• Teams pricing is custom 

4.5/5 stars. Stay on Free until a watchlist or a filing hits the wall. Buy Plus for research. Buy Premium when you write your own series. Advisors should skip straight to Core or Pro.

𝗚𝗘𝗧 𝗦𝗧𝗔𝗥𝗧𝗘𝗗: https://quasa.io/projects/koyfin