Best Koyfin Alternatives in 2026
Koyfin is built for research, and My Portfolio takes your holdings by hand or by CSV. AllInvestView is built for the record: the broker sends its own trades, each lot keeps its cost basis, realized and unrealized gains stay apart, and the year ends with a filing-ready gains figure. Research there, keep the books here.
About Koyfin
Koyfin is a research terminal for people who read markets for a living or want to: global fundamentals, macro series, estimates, screeners and dashboards you build yourself.
Who it suits: Investors who research in Koyfin and want their actual holdings kept as a proper record.
The alternatives
AllInvestView
The holdings in Koyfin's My Portfolio, with a benchmark and returns for any period, sit here too, and supported brokers fill them in read-only. Each sale carries its cost basis into a capital gains report for your country.
Stock Rover
Stock Rover is the research platform for a Koyfin user who also wants the broker to fill in the portfolio. Brokers link on every plan, the free one too, while the screeners and 300+ metrics sit on its paid tiers.
Finviz
Finviz covers the screening side of Koyfin at no cost, and its market heat map and insider trading pages sit on the same site. A free account follows one portfolio of up to 20 positions.
Seeking Alpha
Seeking Alpha suits a Koyfin user who reads analysis as much as data. Premium brings Quant Ratings, earnings call transcripts and a portfolio that syncs daily with US brokers.
Sharesight
Sharesight can be the record-keeping half for a Koyfin researcher. Over 200 broker connections bring the trades in, dividends update themselves, and the year closes with a tax report for Australia, Canada or New Zealand.
| Platform | Key Features | Pricing |
|---|---|---|
|
|
Deep global fundamentals, estimates and macro data, Dashboards and charting you configure yourself, Portfolio holdings on desktop and mobile, synced, Generous free tier for research | Free plan; Plus $39/month, Premium $79/month, advisor tiers from $209/month |
|
AllInvestView
|
Automatic portfolio tracking, AI-powered insights, Tax optimization & reporting, Fixed income tracking, Options pricing & analytics, Dividend tracker & forecasting, Broker sync integration, Multi-currency support, Community-driven development | Free plan available, plans from $6.99/month (Lifetime deal available) |
|
|
Advanced stock screener, Comprehensive fundamental data, Portfolio analytics and rebalancing, Dividend tracking and projections, Brokerage integration | Free plan; paid from $29/month ($348/year), up to $149/month |
|
|
One of the strongest free stock screeners anywhere, Market heat maps by sector and industry, Insider trades and SEC filings in the same place, One portfolio of up to 20 holdings on the free plan (Elite: 100 portfolios of 500) | Free plan with delayed data; Elite at $39.50/month or $299.50/year |
|
|
Extensive stock analysis and research, Quant ratings system, Earnings call transcripts, Portfolio tracking with alerts, Large community of analysts | Free basic; Premium $299/year; Pro $2,400/year |
|
|
Capital gains reports for Australia and Canada, FIF reports for New Zealand, Automatic dividend and DRP tracking, 200+ broker connections | Free plan with 10 holdings; paid plans from US$7/month (EUR 7 in Europe), unlimited holdings from US$18/month (EUR 17 in Europe), billed annually |
Asset and reporting coverage. ✓ = full native support · ● = partial or manual · × = not supported.
| Tool | Stocks / ETFs | Bonds | Options | Crypto | Custom assets | Dividend tracking | Multi-currency | Broker sync | CGT reports | Free tier | Mobile app | Advisor features |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AllInvestView | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Sharesight | ✓ | ● | × | ✓ | ● | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ● |
Our pick, and why
#1 Koyfin Alternative
AllInvestView
Portfolio tracking, analysis and tax reports
Your broker keeps the portfolio filled in, and December produces a gains figure instead of an evening with a spreadsheet.
Our take: Keep Koyfin for research. Nothing here competes with its fundamentals, estimates or macro coverage, and the dashboards are worth the subscription on their own. Bring the holdings you actually own into AllInvestView, where the broker sends the trades itself, each lot keeps its cost basis, every distribution is logged at the amount that actually landed, and the year finishes with a gains figure shaped to where you file.
Where that shows up against Koyfin
The broker fills it in for you
Rather than typing holdings or maintaining a CSV, connect the account and the broker sends its own history: every buy and sell with date, price, quantity, fees and currency. New trades sync every night.
That distinction matters more than it sounds. A trade feed rebuilds cost basis from what you actually paid across every lot. A holdings list gives you a starting value and loses everything you already sold.
AllInvestView
A capital gains report for your country
Each sale in the tax year is reported on its own row, carrying the date it was bought, the date it went, what it cost, what it fetched and the resulting gain. Positions you still hold appear in the same place, with an estimate of the bill if you closed them before the year turns.
The same year is recalculated four ways so the cost-basis methods can be compared side by side. Currency is split per lot, with the buy and the sell rate both shown, which is how you find out whether a dollar holding actually gained anything in euros. It leaves as PDF, Excel or CSV.
AllInvestView
Bonds and options priced, not listed
Give a bond its ISIN, maturity and coupon and it gets valued against the government curve in its own currency rather than sitting at whatever you typed. What comes back is the analytics a fixed income holder expects: redemption and current yield, accrued interest, duration and convexity, plus the basis points of spread against the benchmark it names.
Options keep strike, expiry and the Greeks, with eleven strategy templates, rolling, assignment and a wheel tracker. Both roll into the same portfolio total as the equities, rather than living in a separate file.
AllInvestView
Free plan, no credit card. Starter at $6.99/month, or own it once with the lifetime deal.
Create a free accountMove your history
A Koyfin portfolio was built from a CSV or typed in, so the same rows come straight over. For the trades behind them, the broker is the better source.
- My Portfolio exports to CSV, and that file imports directly with its ticker or ISIN, quantity, cost and purchase date.
- Connect the broker as well and the trades it reports come in too, including ones from before the Koyfin portfolio existed.
- Layouts nobody standardised, rows lifted out of a PDF, a photo of a contract note: all of it can be read into trades rather than copied across by hand.
- Anything genuinely stubborn can go to support, who will do the mapping and hand it back reconciled.
Questions go to a person who opens your actual account, which matters most on the boring problems: a position that will not tie out against the broker, a file that imported oddly, a gains figure you want a second pair of eyes on before it goes to the tax office. Rated 4.5 on Trustpilot across 33 reviews.
See how support worksQuestions people ask about Koyfin
Can I use Koyfin and AllInvestView together?
That is the usual arrangement. Research and screening stay in Koyfin; the positions you actually hold become a record here, with cost basis, dividends and a tax figure.
Does Koyfin connect to my broker?
Not on an individual plan. Those custodian integrations are part of Client Portfolios, which is an advisor product. My Portfolio itself is filled in manually or from a CSV.
Does Koyfin connect to my broker?
On the individual plans, no. My Portfolio takes holdings typed in or uploaded as CSV carrying the identifier, size, cost and date of purchase. The custodian integrations are part of Client Portfolios, an advisor product starting at $209 a month. Broker sync here comes with the ordinary paid plans.
Will I lose Koyfin's research if I track my portfolio elsewhere?
No, and you should not try to replace it. Koyfin is a research terminal and this is a portfolio record. Most people who use both keep screening and reading in Koyfin and let the holdings they actually own live here, where the broker keeps them current.
Can I get a capital gains report out of my holdings?
Yes, and it is built per lot rather than from an average. Each disposal keeps its own buy and sell date, cost basis and proceeds, under the rule set for your country. The same year can be recalculated across four cost-basis methods so you can see what each one would cost, and it exports as PDF, Excel or CSV.
I hold bonds and options as well. Do those work?
They have their own records. Bonds are priced off the government curve for their currency and report yield to maturity, duration, convexity and the spread over a named benchmark. Options carry strike, expiry and the Greeks, with strategy templates, rolling and assignment. Both count in the portfolio total.
What does the free plan include?
One portfolio holding ten equity positions, at no cost and with no trial period attached. Fixed income, options and custom assets sit outside that count, so a bond ladder does not spend your ten. Tax reporting and the assistant are both in the free tier. Paid plans raise the cap and add the broker connections, the deeper analytics and the fund look-through.
Koyfin has been building since 2016 and is the rare research tool that holds its own against terminals costing many times more. The free plan carries two years of financials, two watchlists and two screens. Plus is $39 a month for ten years of financials and estimates, ETF holdings and unlimited screens. Premium is $79 and adds the deeper My Portfolio analytics. The advisor tiers run from $209 and are where the custodian integrations live. Annual billing saves up to 30%. If you read markets seriously it earns its place, and nothing here is trying to replace it. For the side-by-side detail, read Koyfin vs AllInvestView.
Disclaimer: This comparison is based on independent research conducted in 2026, with pricing verified on 2026-09-17. We are not affiliated with Koyfin or any third-party product mentioned. Pricing and features may change. Please verify details on each platform's official website.