10%OFF
Koyfin Coupons & Promo Codes
Active Koyfin coupon codes
20%OFF
Save 20% off all plans at Koyfin with the referral code automatically applied at checkout for you.
10%OFF
Get 10% off when you sign up at Koyfin; use the referral code included in the link provided.
10%OFF
Get 10% off when you sign up at Koyfin; use the referral code included in the link provided.
10%OFF
Save 10% off when you sign up at Koyfin with special restrictions that apply to this offer.
15%OFF
Save 15% off when registering and choosing the Pro Plan at Koyfin; code automatically applied at checkout.
10%OFF
Get 10% off when you sign up at Koyfin; use the referral code included in the link provided.
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Financial data and analytics for investors and advisors.
Savings opportunities available through Koyfin coupon codes
Koyfin offers financial data and analytics with several ways to reduce subscription spending. Annual plans save up to 30%, while referred new users receive 10% off their first subscription. Growing advisory firms managing under $100M in assets can request a first-year discount on the most advanced plan. Free access provides another starting point before paying for additional tools. Every new sign-up receives a 7-day trial of all features, followed by an automatic move to the free plan. The offers on this page accompany these different purchasing routes.
Service categories frequently on promotion
Koyfin's paid subscriptions cover investors and advisors, with the plan and billing term defining the purchase. Plus is listed at $39/month and Premium at $79/month. Advisor Core is listed at $209/month, while Advisor Pro is listed at $299/month. Annual billing carries savings of up to 30%. The referral programme rewards an invitation that leads to any paid plan, with the new user's discount covering the first subscription. Teams use custom pricing through Contact sales, with custom onboarding and admin purchasing available for businesses of different sizes.
Services usually excluded from promo codes
Koyfin referral credits apply to web application purchases and exclude mobile app subscriptions. The new-user referral discount covers the first subscription, making its duration different from the annual billing option. The advisory-firm discount also has a defined period: the first year for firms managing under $100M in assets. Credit card payments cover monthly and annual subscriptions, while ACH and Wire payments are reserved for annual Team Accounts or Enterprise Accounts. These account, payment and purchase-channel conditions distinguish the programmes rather than establishing a blanket exclusion for every offer.
Impact of billing cycle on promotional price
Koyfin bills subscription fees monthly or annually in advance, with annual plans offering savings of up to 30%. A customer moving from monthly to annual billing receives the remaining monthly balance toward the annual purchase at checkout. The change is available through Profile, Plans & Billing, then Manage Plan. Subscriptions renew automatically for successive billing periods. Cancellation prevents the next renewal while paid features remain accessible until the current period ends. The subscription agreement requires written termination notice at least 30 days before renewal and allows subscription fees to change.
Promo codes vs. automatically applied offers
Koyfin's referral discount applies automatically after a new user opens an invitation link and creates a free account through it. The 10% reduction appears on that user's pricing page and covers the first subscription. The referring customer earns $20 in credits after the invited user subscribes to a paid plan. Those credits become available after the refund period and are used automatically for subsequent transactions. A refund or chargeback cancels both referral rewards. This link-based process has its own eligibility and timing, separate from choosing an annual billing term.
Accessing active codes for Koyfin
Koyfin's referral programme begins with an existing customer's personal invitation link and the new user's registration. An existing customer finds that link under Tell a Friend in the user profile dropdown. The invited person opens it and creates a free account there; the first-subscription discount then appears automatically on the pricing page. Plan changes are available in Profile settings under Plans & Billing, where customers compare subscriptions and choose an upgrade or downgrade. For a switch to annual billing, Manage Plan contains the annual option and checkout applies the remaining monthly balance. Scroll up for the current Koyfin offers.
How to use a Koyfin coupon code
Copy a Koyfin coupon or promo code, then paste it in the promo field at checkout.
- 1Choose a couponGrab the Koyfin offer that works best for you. It's listed above.
- 2Reveal the codeHit "Get Code" or "Get Deal" depending on the offer type. Popup opens. Click the copy icon inside—code goes to your clipboard.
- 3Apply at checkoutNow head over to Koyfin's site. Pick your My Portfolios plan. Checkout page has a "Promo Code" field. Paste what you copied there.
Koyfin Coupon FAQ
Open a Koyfin invitation link and create your free account through it to receive the referral discount automatically. The reduction is 10% on your first subscription, and it becomes visible on your pricing page after registration through that link. The personal invitation must be for a new Koyfin user, with only one account permitted under the referral terms. The programme connects this registration step to the later paid subscription; the referring customer receives credits when the invited person upgrades. Referral questions can be sent to help@koyfin.com. Registration through the invitation link is the step that makes the first-subscription reduction appear.
Koyfin's referral discount is for new users, so an existing account does not meet that programme's eligibility condition. The referral terms also specify that the invited person has only one account. Existing account holders can participate as referrers instead: their personal invitation link is available under Tell a Friend in the profile dropdown. When an invited new user subscribes to any paid plan, the referrer earns $20 in Koyfin credits. Those credits are automatically applied after the refund period and shown in Credit Balance. For an existing customer, sharing that personal invitation link is the documented route to subscription credits.
Yes, Koyfin lets monthly subscribers switch to annual billing and applies their remaining monthly balance to the annual plan at checkout. Annual plans carry savings of up to 30%, while subscription fees are payable in advance for the chosen billing period. To make the change, the account path is Profile, Plans & Billing, then Manage Plan, followed by the annual option. The remaining balance contributes to that annual purchase rather than being treated as a separate new monthly subscription. Previous invoices are available to view or download from the same management area. Selecting the annual option initiates the balance transfer at checkout.
Cancel your Koyfin plan to stop automatic renewal after the discounted subscription period. The referral reduction applies to the first subscription, and the growing-advisory-firm programme provides its discount for the first year. Paid plans otherwise renew at the end of their billing cycle. After cancellation, paid features remain available until the current billing period finishes. The subscriber agreement requires written termination notice at least 30 days before a renewal begins, so that timing matters when planning the end of a subscription. Subscription fees may also change at Koyfin's discretion. Written notice before that deadline protects against starting another automatically renewed period.
Koyfin does not offer specific student subscription plans or student discounts. Students can use the free plan, and every new sign-up receives a 7-day trial of all features before the account automatically moves to free access. That trial does not turn into an automatic paid subscription; upgrading afterward is a separate choice. The referral programme is another route for eligible new users, with a first-subscription discount applied after registration through an invitation link. Its eligibility is based on being a new user rather than student status. For that reduction, the account must be created through the invitation link before upgrading.
Koyfin offers a full refund when you report dissatisfaction within 30 days of purchase. Its satisfaction guarantee covers the purchase, while the referral programme has a separate consequence for rewards attached to that subscription. If the invited customer requests a refund or chargeback, both the referrer's and the invited customer's rewards are canceled. Referral credits are held until the refund period has passed before they are applied automatically. Those credits belong to the web application's purchase process and exclude mobile app subscriptions. Notifying Koyfin within the guarantee's 30-day window is the action required to request the full subscription purchase refund.
Invite a new Koyfin user who subscribes to a paid plan to earn $20 in subscription credits. Your personal invitation link is available on Tell a Friend under the user profile dropdown. The invited person must register through that link, and the referral terms require payment within one year. Credits are applied automatically 30 days after the invited user redeems the discount, allowing for the refund period. Your earned balance appears in Credit Balance and is used automatically for subsequent transactions. Refunds and chargebacks cancel the associated rewards. Sharing the personal link connects the new account and paid subscription to your reward.
Koyfin restricts redemption of referral credits to purchases made in its web application. The earned amount appears in Credit Balance and is used automatically for your next eligible transactions. A referrer receives $20 when an invited new user subscribes to a paid plan, with credits applied after the 30-day refund period. The invited person must have created the free account through the personal invitation link for the referral discount to appear. If that customer requests a refund or chargeback, both referral rewards are canceled. Using the web application for the purchase keeps the transaction within the credit programme's stated scope.
Koyfin offers a first-year discount on its most advanced plan to advisory firms managing under $100M in assets. The route for this programme is Contact Sales, with eligibility tied to the firm's assets under management. That first-year term distinguishes it from the regular choice between monthly and annual billing, which is paid in advance. Koyfin also has custom Teams plans for businesses, with flexible pricing, custom onboarding and admin purchasing. Paid subscriptions automatically renew unless canceled, and access continues through the paid billing period after cancellation. Contact Sales is the programme's designated starting point for an eligible growing firm's discounted subscription.
Yes. A Koyfin coupon and a promo code are the same thing: paste the code in the promo field at checkout before you pay.
