10 Best Bloomberg Terminal Alternatives of 2023
Koyfin
Best for: Best overall alternative
Koyfin is the Swiss army knife of financial research platforms and the best all-around alternative to Bloomberg, thanks to its incredible breadth and depth in institutional quality data, customizability, and modern user interface. Trusted by more than 500,000 investors, Koyfin delivers a comprehensive financial data terminal at a price that caters to both individuals and professionals and is perfect for advisors, fundamental investors, and asset managers. Koyfin’s flexible pricing and plans are highly rated for value, scoring 9.5 out of 10 in a Kitces Report, outperforming FactSet, YCharts, Morningstar, and Bloomberg.
Features:
Koyfin offers all the key features that both individual investors and financial professionals look for in a high-quality financial data terminal.
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Data Coverage |
Research Tools |
Monitoring & Alerts |
User Experience |
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| • Global financial data for 100k+ stocks | • Global stock screener |
• Watchlists | • Web and mobile platform |
| • Global analyst estimates & price targets |
• ETF & mutual fund screener | • Custom formulas | • Customizable interface |
| • Global macroeconomic data |
• Advanced charting | • Shareable watchlists | • Active community forum |
| • ETF Holdings data | • Chart templates | • Live premium news | • Responsive support |
| • US ETF valuation data | • Transcripts, filings, press releases |
• Custom news feeds | • Enterprise solutions |
| • US Mutual Fund data | • Advanced transcript search | • Economic & earnings calendars | |
| • 100k+ Company snapshots |
• Market & macro dashboards | ||
| • Commodity futures | • Custom dashboards | ||
| • Indices | • Dashboard data download | ||
| • Bond yields & spreads | • Custom financial analysis templates |
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| • FX data | • Portfolio tools | ||
| • Factors | • Model portfolios |
Advanced Charting
Investors love to visualize. Koyfin’s advanced charting tools are renowned for their ability to simplify complex investment data, allowing investors to illustrate long-term fundamentals for companies, and paint macroeconomic viewpoints, all within a sleek, modern, interface.
Financial Analysis
When all is said and done, financials are the lingua franca of analysts. Koyfin puts the world’s financial data at your fingertips and allows you to get deep into the weeds, creating your own custom templates for financial analysis.
Custom Dashboards
What’s your style? Koyfin’s custom dashboards have got you covered. Blending Koyfin watchlists, charts, and news, custom dashboards can be shaped to fit your needs. Focusing on the right data has never been easier.
Pricing & Plans:
Koyfin offers four pricing plans suitable for a variety of needs.
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Free |
Plus |
Pro |
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Free |
$39/month |
$79/month |
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| • 2Y financials & 1Y estimates | • Everything in Free | • Everything in Plus |
| • Advanced charting | • 10Y financials & 10Y estimates | • US mutual fund data |
| • Market & macro dashboards | • Filings & transcripts | • Mutual fund screener |
| • Global stock screener | • Advanced transcript search | • Mutual fund holdings |
| • Watchlists | • Unlimited watchlists | • Full US ETF Valuation data |
| • Shareable watchlists | • Unlimited screening templates | • Unlimited custom formulas |
| • Portfolio tools | • ETF screener | • Unlimited custom FA templates |
| • Economic & earnings calendar | • Custom dashboards | • Model portfolio tools |
| • Limited transcripts | • Dashboard data download | • Priority support |
| • Limited ETF holdings | • 10 custom formulas | |
| • Limited ETF valuations | • Custom FA templates | |
| • Limited company snapshots | • Full ETF holdings data | |
| • Web-based news | • 100k+ global company snapshots | |
| • Premium news & press releases | ||
| • Custom news feeds |
For a custom fit, explore the Enterprise Plan. It includes everything in Pro, plus custom onboarding, administrative purchasing options, single sign-on, and flexible, scalable pricing. Contact the sales team for inquiries.
See a full comparison of Koyfin’s plans and functionality
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| • Simple, affordable, and flexible pricing | • Not designed for active traders |
| • No requirement to talk to sales teams | • No Excel plug-in |
| • Extensive customizability | • No options data |
| • Global, institutional quality data | • No bid/ask spreads |
| • Advanced charting | • End-of-day prices for stocks outside the US and Canada |
| • Portfolio analytics | |
| • Advanced transcript search | |
| • ETF holdings and valuation | |
| • Highly responsive support | |
| • Shareable features | |
| • Comprehensive free product | |
| • Web-based platform | |
| • Mobile app |
Summary:
On price alone, Koyfin’s platform offers investors unrivalled functionality and data. Suitable for individuals and professionals, the Koyfin terminal is flexible to an investor’s needs with an extensive catalogue of features to conduct a multitude of analyses.
- Price Advantage: Unrivalled functionality and data at a competitive price, making it a cost-effective alternative to Bloomberg.
- Flexibility and Accessibility: Web-based platform, complemented by a mobile app, offering on-the-go accessibility. Suitable for both individual and professional investors, catering to a wide range of needs.
- Responsive Support: Excellent support responsiveness, ensuring user queries are addressed promptly.
- Ideal for Fundamental Analysis: Particularly tailored for fundamental investors, with a comprehensive set of features for in-depth analysis. Continuous improvements to the platform to enhance user experience.
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