AllMind vs Koyfin

Koyfin runs $0 to $299 a month billed annually across five published tiers, while AllMind is quote-based and publishes no price. Koyfin’s ladder is Free, Plus at $39, Premium at $79, Advisor Core at $209 and Advisor Pro at $299; month to month those become $49, $110, $239 and $349. Advisory firms under $100m get a discount Koyfin does not size.

AllMind has no monthly plan and nothing to check out online, a genuine disadvantage for an individual buyer. The two are not like-for-like: Koyfin’s ladder buys content depth and an advisory reporting process, an AllMind quote buys entitled content and connections into the firm’s own systems.

Only one feature, and Koyfin does not oversell it: transcript summaries, which its own editorial calls AI summaries. They shipped in September 2025, restructure an earnings call into KPI trends, segment commentary, guidance, risks and Q&A highlights, are included on all paid plans with unlimited usage, and cover transcripts from 2015 onward.

Beyond that, Koyfin’s help center documents no AI assistant, no chat interface and no agentic or scheduled research, and none of the thirteen release notes from v3.85 to v3.97, the newest dated August 25 2026, adds one. Its homepage points at ChatGPT, Claude and Gemini to explain the product rather than at an in-product assistant.

Koyfin covers over 80,000 companies from S&P Capital IQ, Morningstar and MT Newswires; AllMind spans more content classes, including broker research, expert calls and firm data. Koyfin’s screener reaches 100K+ global securities, and it states transcript depth two ways on its own site: 50 years on the coverage page, 9,000+ companies back to 2004 in the plan-comparison tooltip.

AllMind counts 6,800+ premium data sources: S&P, FactSet, LSEG and MSCI data, ownership and holdings, broker research, Expert Insights, global investor-relations data, live news from thousands of sources, alternative data, live earnings and financials within minutes. Koyfin leads on its self-serve mutual-fund and US SMA workflow; both carry ownership data, with depth and coverage varying by dataset.

For monitoring, screening, charting and reading transcripts, yes; for producing the analysis, no. Publicly reported, the 2025 Kitces AdvisorTech Study rated Koyfin 9 out of 10 for satisfaction and value, the highest in its category, and that is the job it is good at.

There is no document-level reasoning, no broker research, no expert calls, no route into the firm’s own systems, and no API, which Koyfin explains on its FAQ as a restriction from its data providers. A desk that needs a shared data surface is well served. A desk whose output is memos, models and decks meets those walls quickly.

Koyfin replaces the fundamentals, estimates, screening and charting half of those terminals, and nothing else. Koyfin’s own comparison blog, last updated January 22 2026, positions it as the best all-around alternative to Bloomberg, starting at the $39 a month it publishes, and for many advisors and generalist investors that half is most of what they used.

It does not replace messaging, execution, dealer runs or an API into a model, and it adds no AI research layer of its own. AllMind is a different substitution again: not a live trading terminal either, but it absorbs the hours spent moving between a content library, a filings archive and a spreadsheet.

Often yes, and it rarely means dropping Koyfin. At $39 to $299 a month billed annually, a Koyfin seat costs less than an hour of analyst time, so nothing forces a cancellation.

If the week goes on reading across filings, broker notes, expert transcripts and internal models and then writing the memo by hand, AllMind changes that work, and teams have consolidated point tools onto it. If the week is mostly watching names and producing client-facing reports, AllMind adds cost without removing much. The test is where the hours go: lookup hours argue for keeping Koyfin alone, synthesis and deliverable hours argue for adding AllMind.

Koyfin, clearly, for the advisory business process. Advisor Core and Advisor Pro were built for that job: client portfolios, model portfolios, branded proposals and reports metered at 10 and 200 a month, US and Canadian mutual funds, US SMAs, and eight custodian and portfolio-management integrations refreshed daily by Daily Sync.

Where an advisor might still want AllMind is on the research side, if the practice runs concentrated single-name positions and wants entitled broker research, Expert Insights and its own internal files reasoned over together with an audit trail. That is a research purchase sitting next to Koyfin, not a replacement.

For the research half, AllMind and AlphaSense; for the monitoring half, YCharts, Morningstar Advisor Workstation, Kwanti, or a FactSet or Bloomberg seat. Koyfin’s own comparison editorial, last updated March 2 2026, names that second set itself.

Which list applies depends on which half you are replacing. If the job is filings, broker research, expert-call transcripts and your own internal data read together and turned into a model or a memo, price is not the axis, content classes and the internal-data join are. Two pieces of Koyfin have no obvious institutional replacement: the advisor client-reporting workflow with custodian sync, and mutual fund and US SMA coverage.