AllInvestView vs Koyfin: Research Terminal and Portfolio Record
A detailed comparison for Investors who research in Koyfin and want their actual holdings kept as a proper record. An honest, side-by-side look to help you choose the right portfolio tracker.
Koyfin
Free plan; Plus $39/month, Premium $79/month, advisor tiers from $209/month
AllInvestView
$6.99/month · Lifetime dealIs AllInvestView a good Koyfin alternative?
Yes. AllInvestView is a strong Koyfin alternative if you want one portfolio tracker for stocks, ETFs, bonds, options, crypto, broker sync, tax reporting, and advanced analytics. Koyfin may still be better if its specific workflow, local market focus, or strongest niche matters more than broad multi-asset coverage.
Choose AllInvestView if you need
- Broker Sync: Connected brokers send their own trade history on the ordinary paid plans, not only the advisor tiers.
- Realized Gains: Every disposal keeps its buy date, sell date, cost basis and proceeds, so realized and unrealized stay separate.
Choose Koyfin if you need
- Research Data: Koyfin carries global fundamentals, estimates and macro series at a depth built for reading markets, not for tracking a portfolio.
- Dashboards: Its charting and configurable dashboards are the reason people pay for it, and they hold up against far more expensive terminals.
Key difference
- AllInvestView is built as a consolidated multi-broker portfolio system, not only a single-purpose tracker.
- It combines tax reports, broker sync, advanced analytics, and multi-asset coverage from $6.99/month.
Platform Overview
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.
AllInvestView
A comprehensive portfolio intelligence platform built by investors. Track stocks, ETFs, bonds, options, and crypto with AI-powered insights, advanced analytics, and tax optimization tools.
Pros, Cons & Why AllInvestView
Koyfin Pros
- 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
Koyfin Cons
- Portfolio analytics sit on the $79 Premium plan
- Broker connections belong to the advisor tiers
- No capital gains or dividend tax reporting
- Holdings go in by hand or by CSV
Why AllInvestView
- All asset classes: stocks, bonds, options, crypto
- AI Assistant for portfolio analysis
- Fixed income & options pricing
- Tax optimization & reporting
- Automated broker sync
- Dividend tracking & forecasting
- $6.99/month + lifetime deal
- Community-driven development
Where AllInvestView Wins
Where Koyfin Wins
Feature Comparison
| Feature | Koyfin | AllInvestView |
|---|---|---|
| Research & Fundamentals | ||
| Stock & ETF Tracking | ||
| Cost Basis & Realized Gains | ||
| Fixed Income / Bonds | ||
| Options Analytics | ||
| Dividend Tracking | ||
| Tax Reporting | ||
| Broker Sync | ||
| AI Assistant | ||
| Mobile App |
The Verdict
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.
14-day free trial · 14-day money-back guarantee, even after the trial · cancel anytime
Frequently Asked Questions
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.
Is AllInvestView better than Koyfin?
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.
Can I import data from Koyfin?
Yes, AllInvestView supports CSV imports from most portfolio trackers. Use our interactive import wizard for seamless migration.
Does AllInvestView have a free plan?
Yes, AllInvestView offers a free tier with essential features. Paid plans start at $6.99/month, and a lifetime deal is available.
In-Depth Platform Comparisons
Want more detailed analysis? Read our comprehensive comparison articles: