Koyfin Account Type

Koyfin offers four main subscription plans to cater to different types of investors:

• Free Plan
• Cost: $0/month
• Features: Access to core data and functionality, 2-year financials & 1-year estimates, fundamental charting, 2 watchlists & portfolios, market & macro dashboards, 2 screens, economic & earnings calendar, and limited company snapshots.
• Plus Plan
• Cost: $39/month (or $31.2/month if billed annually)
• Features: Everything in the Free Plan plus 10-year financials & estimates, filings & transcripts, 10 custom formulas, 1 custom financial template, stock & ETF screener, ETF holdings, and 100k+ global company snapshots.
• Pro Plan
• Cost: $79/month (or $63.2/month if billed annually)
• Features: Everything in the Plus Plan plus model portfolios, US & CA mutual fund data, ETF valuation, mutual fund screener, mutual fund holdings, unlimited custom formulas, and unlimited financial templates.
• Advisor Pro Plan
• Cost: $179/month (or $143.2/month if billed annually)
• Features: Everything in the Pro Plan plus client proposal PDFs (200/month), portfolio & fund PDFs (200/month), client portfolios hub, Schwab integration, model portfolio sleeves, model portfolio data download, and priority support.

Koyfin Broker Account Opening Process

To open a Koyfin account, follow these steps:

• Visit the Koyfin Website

  Go to Koyfin's official website.

• Register for an Account

  Click on the "Sign Up" button and fill in your personal information, including your name, email address, and password.

• Select Your Plan

  Choose from the available subscription plans that best fit your investment needs.

• Complete the Onboarding Process

  Follow the prompts to complete the onboarding process, which may include providing additional information or verifying your identity.

• Payment Information

  Enter your payment details to activate your chosen plan. Koyfin accepts major credit cards and utilizes secure payment processing through Stripe.

• Access Your Account

  Once your account is set up and payment is processed, you will receive confirmation and can start using Koyfin's features to manage your investments.

For more details, visit Koyfin's pricing page here.