Koyfin is one of the best research terminals a retail investor can buy: institutional-grade market data at a fraction of Bloomberg's cost. But research depth and portfolio tracking are different jobs, and Koyfin was built for the first. This honest 2026 comparison shows exactly what Koyfin does brilliantly, where its portfolio tracking stops, and who should switch to a dedicated tracker like PortfolioTrackr.
What is Koyfin, and what is it genuinely best at?
Koyfin is a Bloomberg-lite research terminal that gives retail investors institutional-grade market depth at a retail price. Its strength is breadth and analytical firepower, not portfolio bookkeeping. If your day revolves around screening, charting, and reading the market, Koyfin is one of the best tools money can buy.
Where Koyfin genuinely earns its reputation:
- 100,000+ global securities covering stocks, ETFs, mutual funds, FX, crypto, commodities and government yields from 40 countries.
- A screener with 5,900+ filter criteria, deep enough for factor and fundamentals-driven work most retail tools cannot touch.
- Advanced charting, analyst estimates, earnings-call transcripts, and macro dashboards in one workspace.
- A generous free tier: advanced charting, market and macro dashboards, 2 watchlists, 2 screens, 2 custom dashboards, plus 2 years of financials and 1 year of estimates.
In plain terms, Koyfin is a research and analysis platform. That framing matters for the rest of this comparison, because the reason people search for a Koyfin alternative is almost never the research. It is the portfolio tracking.
How much does Koyfin cost in 2026?
As of August 2026, Koyfin's monthly pricing runs from a free plan up to advisory tiers, with an annual toggle that advertises "Save up to 30% with an annual plan." The exact annual figures are rendered by the site's JavaScript and are not published in the static page, so treat the monthly numbers below as the reliable reference.
- Free: $0, with the research features listed above and My Portfolios limited to a single account.
- Plus: $39/mo.
- Premium: $79/mo, adding portfolio advanced analytics plus custom formulas and templates.
- Advisor Core: $209/mo, adding client portfolios and custodian integrations.
- Advisor Pro: $299/mo, adding proposals and reports.
Koyfin also advertises an extra discount for advisory firms under $100m in assets under management. The pattern here is important: the features an ordinary investor wants for tracking, especially broker sync, live in the $209+/mo Advisor tiers, not the retail plans.
Where does Koyfin stop for portfolio tracking?
Portfolio tracking is Koyfin's thin edge, and it stops in several concrete places. This is not a knock on the product; it is a research terminal that happens to include a portfolio module, not the other way round.
Broker sync is gated behind the Advisor tiers
Koyfin's My Portfolios accepts manual, CSV, and watchlist-import entry only. The broker and custodian integrations, including Schwab, Interactive Brokers, Orion, Black Diamond, Altruist and TradePMR, sync exclusively into Client Portfolios on the $209+/mo Advisor tiers. If you are a retail investor on Plus or Premium, there is no broker connection for your own holdings.
That gate is the single biggest reason retail users look elsewhere. Automatic broker syncing is standard in dedicated trackers, and our guide on how to connect your brokerage account to a portfolio tracker walks through why it matters day to day.
Dividends are not in the core profit-and-loss
Koyfin's help documentation states its P/L metrics "do not include the impact of dividends, dividend reinvestments, or brokerage fees." Dividends surface only inside Total Return. For income and dividend-growth investors, that is a meaningful gap in how a position's real performance is displayed.
Other concrete limits
- The free plan is capped at one portfolio account, so multi-account households outgrow it quickly.
- US and Canadian mutual funds are gated behind Advisor Core.
- Exports of financials, valuation and estimates are blocked by Koyfin's Capital IQ data license.
- There is no native desktop application; you use the Koyfin web app, iOS, or Android.
To be fair, one common assumption is wrong: Koyfin does support multi-currency. Positions convert to a chosen portfolio currency and FX impact is isolated. Anyone claiming otherwise has not used the product.
Koyfin vs PortfolioTrackr: a fair side-by-side
These two tools are built for different jobs. Koyfin is a research terminal with a light portfolio module; PortfolioTrackr is a dedicated multi-portfolio tracker that spans global markets. The table uses only verified facts about each.
| Capability | Koyfin | PortfolioTrackr |
|---|---|---|
| Primary purpose | Research terminal | Portfolio tracking |
| Broker sync for your own holdings | Advisor tiers only ($209+/mo) | 35 brokers via SnapTrade, plus Alpaca, Bybit and Interactive Brokers direct |
| Manual / CSV / voice / text entry | Manual, CSV, watchlist import | Manual, voice, text, CSV, broker screenshots on every plan |
| Dividends in core P/L | Total Return only | Included in performance |
| Market coverage | 100,000+ securities, 40 countries | 95 stock exchanges, plus crypto |
| Currencies | Multi-currency (portfolio currency) | 67 currencies |
| Price alerts | Watchlists and price alerts | Positions and watchlist levels checked once a minute |
The takeaway is not that one wins everywhere. Koyfin's 5,900+ screener criteria and earnings-call transcripts are far beyond what a tracker offers. PortfolioTrackr's job is the tracking Koyfin gates or leaves thin. For a wider field, see our real-data comparison of six portfolio trackers.
How does PortfolioTrackr handle the parts Koyfin gates?
PortfolioTrackr treats portfolio tracking as the main event, not a side module, so the features Koyfin reserves for Advisor tiers are simply the default.
Broker connection is optional, not paywalled
Connecting a broker in PortfolioTrackr is optional and available without an Advisor-grade price. You can link accounts through the SnapTrade bridge to 35 brokers, plus three direct integrations with Alpaca, Bybit and Interactive Brokers. If you prefer not to connect anything, manual entry, voice, text, CSV and broker screenshots all work on every plan.
- No requirement to reach a $209/mo tier just to sync your own holdings.
- Multiple accounts and portfolios are the norm, not an upgrade.
- Stocks and crypto sit side by side, covered in our guide to tracking stocks and crypto together in one app.
Global reach and currencies
PortfolioTrackr covers 95 stock exchanges and 67 currencies for display and conversion. That includes major venues such as the New York Stock Exchange and London Stock Exchange alongside frontier markets like Colombo, Nairobi and Lagos. If your holdings span continents, everything rolls up into one base currency.
Alerts that report status, not advice
PortfolioTrackr checks every position and every watchlist level once a minute, around the clock, so you hear within a minute of your level being hit. Watchlist alerts are a Pro and Lifetime feature. Alerts report status against your own targets, such as Target 1 reached or stop-loss level reached; they never tell you what to trade.
Who should stay with Koyfin?
Plenty of people should keep Koyfin, and it would be dishonest to pretend otherwise. Stay if your work is research-first and tracking is secondary.
- Active researchers and screeners who lean on the 5,900+ filter criteria and factor analysis daily.
- Macro and fundamentals readers who value analyst estimates, earnings-call transcripts, and macro dashboards across 40 countries in one place.
- Financial advisors already paying for Advisor Core or Pro, where custodian sync into Client Portfolios and client reporting justify the $209 to $299/mo cost.
- Free-tier users content with a single portfolio account who mainly want charting and dashboards.
If that is you, Koyfin is genuinely excellent and switching would cost you research depth no tracker replaces.
Who should switch to a dedicated tracker, and why?
Switch if tracking, not research, is your bottleneck, and you do not want to pay Advisor pricing to get broker sync for your own money.
- Multi-broker retail investors who want automatic syncing without reaching the $209/mo Advisor tier.
- Dividend and income investors who need distributions reflected in core performance, not tucked into Total Return.
- Global and multi-account households tracking holdings across many exchanges and currencies in one view.
- Anyone who wants alerts on holdings and watchlist levels checked once a minute, with status reported against their own targets.
If you are weighing options broadly, our honest comparison of portfolio tracker apps and the piece on Ghostfolio as an alternative apply the same tracking-first lens to other tools.
The bottom line
Koyfin is a superb research terminal and a thin portfolio tracker. If you live in screeners, transcripts and macro dashboards, its free tier and mid tiers are hard to beat for the money. The friction appears when tracking becomes the point.
The honest split is simple:
- Keep Koyfin for institutional-grade research at a retail price.
- Choose a dedicated tracker like PortfolioTrackr when you need broker sync without Advisor pricing, dividends in core performance, and coverage across 95 exchanges and 67 currencies.
Many investors quietly run both: Koyfin for the research, a dedicated tracker for the portfolio. That is often the most honest answer of all.
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Frequently asked questions
Does Koyfin sync with my brokerage account?
Only on its Advisor tiers. As of August 2026, Koyfin's broker and custodian integrations, including Schwab and Interactive Brokers, sync into Client Portfolios on the $209+/mo Advisor plans. Retail Plus and Premium users are limited to manual, CSV, and watchlist-import entry for their own holdings.
Is Koyfin's free tier good enough for tracking?
For research, yes; for tracking, it is limited. The free plan includes advanced charting, macro dashboards, 2 watchlists and 2 screens, but My Portfolios is capped at a single account. Multi-account households and anyone wanting automatic broker sync will outgrow it quickly.
Does Koyfin include dividends in portfolio performance?
Not in core P/L. Koyfin's help documentation states its profit-and-loss metrics exclude dividends, dividend reinvestments, and brokerage fees. Dividends appear only in Total Return, which can matter to income and dividend-growth investors who want distributions reflected in headline performance.
What is the best Koyfin alternative for portfolio tracking?
PortfolioTrackr is a strong fit when tracking, not research, is your priority. It syncs 35 brokers through SnapTrade plus Alpaca, Bybit and Interactive Brokers directly, covers 95 exchanges and 67 currencies, includes dividends in performance, and never gates broker sync behind advisor pricing.
Does PortfolioTrackr require connecting a broker?
No. Connecting a broker is optional on every PortfolioTrackr plan. You can add holdings by manual entry, voice, text, CSV, or broker screenshots, then connect an account later if you want automatic syncing. Nothing about the product assumes a linked broker.