Koyfin
Market data from S&P Capital IQ and Morningstar for global screening, at retail prices. Free plan, Plus $39 a month.
Koyfin brings data that used to need an institutional terminal, from S&P Capital IQ, Morningstar and MT Newswires, to retail prices, in dashboards that feel like a lighter Bloomberg. The screener has 5,900+ criteria over 80,000+ companies worldwide, with separate screeners for ETFs, mutual funds and US SMAs. Alerts cover price, technical signals, valuation levels and news, and the iPhone app is rated 4.88 from 1,314 reviews. The free plan gives 2 watchlists, 2 screens, 2 dashboards and two years of financials. Plus is $39 a month and Premium $79. The licences that bring the data in also keep it in: there's no API, and a CSV export can't include financials, valuation, estimates or growth columns.
Features at a glance
| Feature | Koyfin |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Multi-asset | Yes |
| Screening | |
| Fundamental filters | Yes |
| Technical filters | Yes |
| Custom metrics & formulas. Build your own ratios or screening formulas from raw data fields. | Partial |
| Preset & guru screens. Ready-made screens curated by the vendor or modelled on well-known investors. | Yes |
| Composite stock scores. A per-stock composite rating (e.g. quality/value/momentum ranks) — not a portfolio health score. | Not supported |
| Valuation models. Built-in intrinsic-value estimates computed in the product, such as DCF fair value (not just a quoted analyst price target). | Partial |
| Watchlists & alerts | Yes |
| Global market coverage. Screens international exchanges, not just US markets. | Yes |
| Data export | Partial |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported |
| Access & pricing | |
| Free tier | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Yes |
| Multi-language | Not supported |
Best for
Research-heavy investors who live in fundamentals, analyst estimates and macro charts and are happy to do all their work inside the platform. If you build your own models in Excel, the export limits will get in the way.
Strengths
- S&P Capital IQ and Morningstar data on 80,000+ companies worldwide
- 5,900+ screening criteria and separate ETF, fund and SMA screeners
- Alerts on price, signals, valuation and news by email, push or desktop
Trade-offs
- No API, because of data-provider restrictions, as the vendor says itself
- CSV export leaves out financials, valuation, estimates and growth
- Custom formulas work only as watchlist columns, not as screen filters
Koyfin vs PortfolioGlance
For market research Koyfin is in a different league: we have no screener, no estimates and no macro data. It stops before ownership, though. Its watchlists and model portfolios have no cost basis across currencies and no dividend income, and since its data can't be exported you can't build that elsewhere either. Research in Koyfin and keep what you actually own, stocks, bonds, cash and property, in PortfolioGlance.
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Alternatives and rankings
This is our editorial review, not financial advice. Features and prices may have changed since we checked, so see the official site for the latest.