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Best Koyfin Alternatives in 2026 (Free & Paid)

Evan·March 27, 2026·9 min read

Koyfin has been a go-to research platform for self-directed investors since 2016. The free tier was generous, the dashboards were sharp, and it felt like a Bloomberg Terminal without the $24,000 price tag.

But Koyfin's pricing has shifted. The Pro plan is being phased out as of April 2026 — subscribers are being moved to the Premium plan at $79/month ($948/year). The full lineup is now Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo). The free tier still exists, but it's been cut back — two years of financials, limited screening templates, and restricted custom formulas. If you've been relying on Koyfin's free plan and it no longer covers what you need, you're not alone.

Here are the best alternatives worth looking at in 2026, ranked by how useful they actually are for individual investors managing their own portfolios.

What to Look for in a Koyfin Alternative

Before jumping into the list, it's worth knowing what made Koyfin good in the first place so you can find something comparable:

  • Financial data depth — historical financials, forward estimates, and key ratios
  • Stock screening — filtering by fundamentals, not just price
  • Custom dashboards — the ability to build your own views
  • Portfolio tracking — connecting real brokerage accounts or manually tracking holdings
  • Charting — technical and fundamental charting in one place
  • Price — ideally free or significantly cheaper than Koyfin's $39–$79/month paid plans

No single tool does all of these perfectly. The best Koyfin alternative for you depends on which of these matter most.

1. Helm Terminal — Best Free All-in-One Alternative

Price: Free | Best for: Individual investors who want AI-powered analysis without paying for it

Helm Terminal is a newer entrant that takes a different approach than most tools on this list. Instead of drowning you in raw data tables, it uses AI to surface the insights that actually matter for each stock — financial summaries, key metrics, risk factors, and market context, all synthesized into a readable analysis.

What you get for free:

  • AI-powered stock analysis for 150+ US stocks at helmterminal.dev/analyze
  • Real-time pricing data via Polygon.io
  • Portfolio tracking with brokerage account connections through Plaid
  • Key financial metrics, P/E ratios, market cap, and fundamentals
  • Clean, modern interface without the visual clutter of legacy platforms

Where it differs from Koyfin: Koyfin gives you the raw data and expects you to interpret it. Helm Terminal does the interpretation for you using AI, then gives you the underlying data to verify. It's less of a spreadsheet and more of an analyst. If you spent most of your time on Koyfin reading company snapshots rather than building complex screens, Helm Terminal is likely a better fit.

Limitations: Smaller stock universe than Koyfin (150+ tickers vs. Koyfin's global coverage), no ETF screening yet, and the platform is still in early access. But for US-focused individual investors, the coverage is solid and expanding.

Try it: Free stock analysis — no signup required

2. Finviz — Best Free Stock Screener

Price: Free (Elite: $39.50/month) | Best for: Screening and quick visual market overviews

Finviz has been around since 2007 and hasn't changed much — because it doesn't need to. The free stock screener is still one of the best available. You can filter by dozens of fundamental and technical criteria, view results on a visual heat map, and scan sector performance at a glance.

What's good: The screener is fast, no-login required, and covers the metrics most investors care about. The heat map is genuinely useful for getting a quick read on market sentiment. The chart pattern recognition (double bottom, channel up, etc.) is a feature most competitors charge for.

What's not: The free tier uses delayed data (20 minutes), has no backtesting, and the interface looks like it was designed in 2010 — because it was. If you liked Koyfin for its modern dashboard experience, Finviz will feel like a downgrade aesthetically. The financial data depth is also shallower than Koyfin's.

3. Stock Analysis — Best for Financial Data Depth

Price: Free (Pro: $79/year) | Best for: Deep fundamental research across global stocks

Stock Analysis (stockanalysis.com) is probably the closest direct competitor to Koyfin's core offering. It covers over 120,000 global stocks and funds with financial statements, estimates, screeners, and charts. The free tier is generous — you get full financial data, analyst estimates, and basic screening without paying.

What's good: The financial data is comprehensive and well-organized. The screener supports custom formulas. The IPO calendar, stock ideas, and analyst tracking features go beyond what most free tools offer. If your primary use of Koyfin was pulling up 10-year financial histories and comparing ratios across companies, Stock Analysis covers that well.

What's not: No portfolio tracking with brokerage connections, no custom dashboards in the way Koyfin offered them, and the charting is functional but not as flexible as TradingView or Koyfin's.

4. TradingView — Best for Charting and Technical Analysis

Price: Free (Essential: $14.95/month) | Best for: Traders and investors who prioritize charts

TradingView is the dominant charting platform with over 100 million users. If you used Koyfin primarily for technical charting, TradingView's free tier already exceeds what Koyfin offered — hundreds of indicators, community-built scripts via Pine Script, and real-time data for many markets.

What's good: The charting is best-in-class, period. The community is massive, with thousands of shared indicators and analysis ideas. The stock screener covers around 150 fundamental and technical metrics. Social features let you follow other analysts and share ideas.

What's not: TradingView is built for charting first. The fundamental data exists but isn't as deep or well-organized as Koyfin or Stock Analysis. No portfolio tracking with brokerage connections. The free tier limits you to one chart layout, which gets annoying fast if you're comparing multiple stocks.

5. Simply Wall St — Best for Visual Fundamental Analysis

Price: Free tier available (Plans from $10.95/month) | Best for: Visual learners who want quick fundamental snapshots

Simply Wall St turns financial data into infographics — snowflake charts, visual health checks, and easy-to-read company reports. It's aimed at investors who want to understand a company's fundamentals without reading financial statements directly.

What's good: The visual approach genuinely makes complex data more accessible. The "snowflake" score system (value, future, past, health, dividend) gives you a quick read on any stock. Covers dozens of global markets. The free tier lets you analyze a limited number of stocks per month.

What's not: The simplification is both the strength and the weakness. If you used Koyfin for detailed custom analysis with specific ratios and formulas, Simply Wall St won't offer that depth. The free tier is quite limited in how many companies you can research per month.

6. Yahoo Finance — Best for Casual Research

Price: Free (Bronze: $9.99/month) | Best for: Quick checks and broad market news

Yahoo Finance is the default for a reason — it's free, it covers everything, and it's fast. For basic stock research (price, key stats, financial statements, analyst recommendations), it does the job without requiring an account. Yahoo Finance now offers three paid tiers: Bronze ($9.99/mo), Silver ($24.95/mo), and Gold ($49.95/mo) — each adding more research tools, data, and reduced ads.

What's good: Completely free for core features. Broad market coverage including international stocks, crypto, and commodities. The news aggregation is solid. The mobile app is well-built.

What's not: The data depth is shallow compared to Koyfin. No custom dashboards, limited screening capabilities on the free tier, and the ads are increasingly aggressive. If you're used to Koyfin's clean, focused interface, Yahoo Finance will feel cluttered and noisy.

Which Koyfin Alternative Should You Use?

It depends on how you used Koyfin:

  • "I used the screener and financial data" — Stock Analysis is your closest replacement. The free tier covers most of what Koyfin's free tier used to.
  • "I mainly looked at charts" — TradingView. It's better at charting than Koyfin ever was.
  • "I liked the company snapshots and quick overviews" — Helm Terminal. The AI analysis gives you a smarter version of what Koyfin's snapshot pages offered.
  • "I wanted everything in one dashboard" — No single free tool replaces Koyfin's full dashboard experience. Your best bet is combining Helm Terminal (analysis + portfolio) with Finviz (screening) or TradingView (charting).
  • "I just need to check stock fundamentals occasionally" — Yahoo Finance. It's free and it's fine.

The Bottom Line

Koyfin's free tier was unusually generous for years, and no single free alternative perfectly replaces it. But the tools available to individual investors in 2026 are better than ever — and several of them do specific things better than Koyfin ever did.

If you're looking for the best starting point, try Helm Terminal's free stock analysis for AI-powered insights on any US stock (no signup required), pair it with Finviz for screening, and you'll have most of what Koyfin's free plan offered — without the $39–$79/month upgrade pressure.

Frequently Asked Questions

Is Koyfin still free in 2026?

Koyfin still offers a free plan, but it's been scaled back from what it used to be. You get two years of financial history, limited screening templates, and restricted custom formulas. The full experience requires either the Plus plan ($39/mo) or Premium plan ($79/mo).

What's the best free alternative to Koyfin?

For individual US investors, Helm Terminal offers the best combination of AI-powered analysis and portfolio tracking at no cost. For raw financial data depth, Stock Analysis's free tier is the closest to what Koyfin's used to offer. Most investors will benefit from using two or three free tools together.

Is Koyfin worth paying for?

At $39/month for Plus or $79/month for Premium, Koyfin is competitive with other paid research platforms (Seeking Alpha is $299/year, Morningstar is $249/year). If you need 10-year financial histories, global coverage, and custom dashboard building, the paid plans are solid. But if you primarily invest in US stocks and want analysis over raw data, free alternatives like Helm Terminal may cover what you need.

What happened to Koyfin's Pro plan?

Koyfin is discontinuing the Pro plan as of April 2026. Pro subscribers are being moved to the Premium plan at $79/month ($948/year). The company is restructuring into five tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo) — splitting individual investor plans from financial professional plans.

Can I connect my brokerage to any of these tools?

Among the free alternatives listed, Helm Terminal supports brokerage connections through Plaid for portfolio tracking. Most other tools (Finviz, Stock Analysis, TradingView) focus on research and don't offer account linking. Simply Wall St and Yahoo Finance offer basic manual portfolio tracking.