Koyfin Review 2026: The Bloomberg Terminal Alternative for Retail Investors

For decades, accessing deep fundamental data, global macroeconomic statistics, and sophisticated valuation models required a Bloomberg Terminal — a system that costs approximately $24,000 per year per user. Koyfin was founded in 2016 by Rob Koyfman, a former Goldman Sachs analyst and Bloomberg LP employee, with a clear mission: to bring that caliber of financial data and analysis to retail investors and independent advisors through an elegant, fast web interface at a fraction of the cost.

Koyfin is not a trading platform — you cannot execute trades through it. Instead, it's a pure data and analysis platform designed for investors who need to research companies, analyze macroeconomic trends, screen for investment opportunities, and monitor portfolios. Think of it as the research and analysis layer that sits on top of your brokerage account.

The Bloomberg Gap

To understand Koyfin's value proposition, you need to understand the gap it fills. Bloomberg Terminal users have access to an extraordinary depth of financial data — real-time and historical pricing, fundamental data, economic indicators, earnings estimates, credit data, fixed income analytics, and much more. But at $24,000/year, it's only accessible to institutional investors.

Before Koyfin, retail investors had limited options: Yahoo Finance (free but basic), Morningstar (good for mutual funds but limited for active analysis), or various paid services that each covered only a slice of what Bloomberg offers. Koyfin aims to consolidate the most important Bloomberg-like capabilities into a single, affordable platform.

Fundamental Analysis & Charting

Koyfin's fundamental charting capabilities are its most distinctive feature and the area where it most closely approaches Bloomberg-level functionality:

• Financial Statement Data — Access complete income statements, balance sheets, and cash flow statements for thousands of global companies, with data going back 10+ years. View quarterly or annual data, and compare across companies.
• Valuation Metrics — Chart P/E ratios, EV/EBITDA, P/S, P/B, PEG, and dozens of other valuation metrics over time. See how a company's current valuation compares to its historical range.
• Growth Metrics — Visualize revenue growth, earnings growth, margin expansion/contraction, and return on equity trends over time.
• Custom Formulas — Create custom calculated metrics by combining fundamental data points (e.g., "Free Cash Flow Yield = FCF / Market Cap").
• Multi-Company Comparison — Overlay fundamental metrics for multiple companies on the same chart to compare valuations, growth rates, and profitability.
• Price + Fundamental Overlay — Display fundamental metrics alongside price charts to see how valuation changes relate to stock price movements.

Macroeconomic Data & Dashboards

Koyfin provides extensive macroeconomic data coverage, making it an excellent tool for macro traders and top-down investors:

• Global Yield Curves — View and compare government bond yield curves for the US, UK, Germany, Japan, and other major economies. Track yield curve inversions and steepening/flattening trends.
• Central Bank Rates — Track interest rate decisions from the Federal Reserve, ECB, Bank of England, Bank of Japan, and other central banks.
• Inflation Data — CPI, PPI, PCE, and other inflation metrics for major economies, with historical charts and cross-country comparisons.
• Employment Data — Non-farm payrolls, unemployment rates, jobless claims, and labor force participation rates.
• GDP & Economic Growth — Real GDP growth, industrial production, PMI data, and consumer confidence indices.
• Custom Dashboards — Build personalized dashboards combining any combination of macro indicators, market data, and fundamental metrics.

Stock Screener

Koyfin's stock screener goes far beyond the basic screeners found on most free platforms. While Yahoo Finance lets you filter by P/E and market cap, Koyfin allows screening on hundreds of fundamental, technical, and estimated metrics:

• Fundamental Criteria — Revenue growth, earnings growth, margins, ROE, ROIC, debt ratios, dividend yield, payout ratio, and many more.
• Valuation Criteria — P/E, forward P/E, EV/EBITDA, P/S, P/B, PEG, FCF yield, and custom valuation metrics.
• Analyst Estimates — Filter by consensus revenue/earnings estimates, estimate revisions, and price target upside.
• Technical Criteria — Moving average crossovers, RSI levels, 52-week high/low proximity, and volume patterns.
• Geographic & Sector Filters — Screen within specific countries, sectors, industries, or market cap ranges.
• Save & Share — Save custom screens and share them with colleagues or clients.

Earnings & Analyst Coverage

Koyfin provides comprehensive earnings and analyst coverage:

• Earnings Calendar — Track upcoming earnings dates for your watchlist and the broader market.
• Earnings Transcripts — Read full earnings call transcripts, searchable by keyword.
• Consensus Estimates — View Wall Street analyst consensus estimates for revenue, EPS, and other metrics, with historical accuracy tracking.
• Estimate Revisions — Track how analyst estimates have changed over time — rising estimates often precede stock price increases.
• Price Targets — View analyst price targets, including the range of bull/bear cases.
• Recommendation Changes — Monitor upgrades, downgrades, and initiation of coverage.

Portfolio Analytics

Koyfin includes portfolio tracking and analytics tools that allow you to:

• Import portfolios from brokerages or manually enter holdings.
• Track performance with proper time-weighted returns.
• Analyze portfolio exposure by sector, geography, market cap, and factor.
• Compare portfolio performance against benchmarks (S&P 500, MSCI World, etc.).
• View aggregate portfolio fundamentals (weighted P/E, dividend yield, growth rates).

Pricing

At $15.99–$29.99/month (annual billing), Koyfin costs roughly 1/100th of a Bloomberg Terminal while providing a significant portion of the fundamental data and analysis capabilities that most investors actually need. The free tier is genuinely useful for basic research, making it easy to evaluate the platform before subscribing.

Koyfin vs. Bloomberg vs. Alternatives

Pros and Cons

Who Should Use Koyfin?

Koyfin is an essential tool for fundamental investors, value investors, and macro traders who need deep financial data without the Bloomberg price tag. If you spend time analyzing company financials, comparing valuations across peers, tracking macroeconomic trends, or screening for investment opportunities based on fundamental criteria, Koyfin will significantly enhance your research workflow.

It's also excellent for financial advisors and portfolio managers who need to present professional-quality analysis to clients. The custom dashboards and charting capabilities produce output that looks institutional-grade.

However, Koyfin is not designed for day traders, scalpers, or anyone who needs real-time order execution. It's a research and analysis platform, not a trading platform. For technical analysis and charting, TradingView remains the better choice. Koyfin and TradingView are complementary tools — Koyfin for fundamental research, TradingView for technical analysis and execution.

Final Verdict

Koyfin has successfully democratized institutional-quality financial data. For fundamental investors and macro traders, it fills a gap that existed for years between free but basic tools (Yahoo Finance) and prohibitively expensive professional terminals (Bloomberg). At $16–$30/month, it's one of the best investments a serious investor can make in their research toolkit. The free tier makes it easy to try, and the paid tiers deliver genuine Bloomberg-like capabilities at a price that individual investors can actually afford.