Kscope · deep dive · 2026-10-22
Koyfin is the charting screen for advisors. Filings, transcripts, and ownership cover the research slice. Live global prices, options, and consensus stay a license.
The row stays slice. Filings, transcripts, and ownership cover the research screen. Live global prices, options, and consensus stay a license. Plus is 39 dollars a month, Premium is 79, Advisor Core is 209, and Advisor Pro is 299. Annual billing saves up to 30 percent, and no annual dollar amount is printed. Company counts and transcript depth disagree, and both pairs are left as printed.
| Feature | Koyfin | Kscope | |
|---|---|---|---|
| What an advisor opens | Koyfin is a web research, charting, portfolio, and client-reporting platform, plus iOS and Android. Free, Plus, and Premium are investor plans. Advisor Core and Advisor Pro add model portfolios, client portfolios, reports, and custodian or portfolio-accounting links. Teams of three or more are sales-quoted. The old Pro plan is being sunset, and remaining Pro users move to Premium at their current price, with monthly renewals after 30 April 2026. | Filings, transcripts, and ownership cover the research screen. Client reporting on a custodian file is their workflow. | Match |
| The price | Monthly list: Free 0, Plus 39 dollars, Premium 79, Advisor Core 209, Advisor Pro 299. Annual billing saves up to 30 percent, and the pricing pages do not print the annual dollar amounts. The LLM page's top-plan claim is 299 dollars per month. | The research screen can be priced as a seat. The licensed feeds inside the paid plans stay theirs. | Match |
| Feature | Koyfin | Kscope | |
|---|---|---|---|
| Statements and transcripts | The plans comparison gives Free financial statements of 2 years and 12 quarters, and paid plans 10 years and 40 quarters. Filings, press releases, and transcripts are 45 days on Free and full history on Plus and above. The data-coverage page says over 80,000 companies and transcripts going back 50 years. A transcripts help page updated 2024-06-03 says 9,000-plus public companies going back to 2004. The homepage screener says over 100,000 global securities. A Plus card says 100,000-plus global company snapshots. The source page says we do not scrape, and license agreements with over a dozen vendors. | US calls are 264,816 pointers as of 2026-10-14. As-reported financials are the filing. Their company counts and the two transcript depths are left as printed. | Ahead |
| Ownership | No separate ownership vendor is named on the pages read. Fund holdings comparison shows a top-20 row. Mutual funds are 20,000-plus Canadian mutual funds, on Advisor Core and Advisor Pro. SMAs are more than 11,000 US SMAs, Advisor Pro only. | US 13F, N-PORT, and Form 4 are live. A Canadian mutual-fund file and an SMA file a manager sends to Morningstar stay a license. | Partial |
| Feature | Koyfin | Kscope | |
|---|---|---|---|
| Capital IQ and Morningstar | S&P Capital IQ supplies global equity fundamentals, consensus for EPS, revenue, and EBITDA, and valuation. Morningstar supplies fund data, fund risk stats, and SMA data. Equity financials, estimates, and valuation are blocked from download by the data vendor. | Rebuilding the statement from the filing is the job. Their Capital IQ consensus and the Morningstar fund file stay a license. | Beside |
| Prices, options, and the wire | True FX for foreign exchange. Polygon for crypto. Live S&P 500, Nasdaq-100, and Dow from contracts for difference. MT Newswires for premium news. FRED and Trading Economics for economics. Live yields are 40 countries on the homepage and 45 countries on an older data overview. | FRED is a set we already keep. A live global price, an option, a contract for difference, and MT Newswires stay a license. | Gap |
Ahead The feature is data we already hold, in a form an investor can use.
Match Both products do this.
Partial We hold the filing or the extract, and not their finished screen.
Gap They ship it. We do not.
Beside Capital IQ fundamentals and consensus, Morningstar funds and SMAs, live prices, options, and MT Newswires stay a license. FRED and the filing are the slice we hold.