LunaTerminal vs Koyfin
Koyfin is a market data and charting platform with a free plan and paid plans, including plans for advisors. LunaTerminal is an AI research terminal built around an advisor's planning and client work.
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At a glance
| Koyfin | LunaTerminal | |
|---|---|---|
| Built for | Investors and advisors who chart, screen and build dashboards | Advisors who research, plan and prepare client reviews |
| Price | Free plan and paid plans; advisor plans add portfolio system integrations | Free |
| Strengths | Charting, custom dashboards, long fundamentals history, screens and model portfolio reports | AI research chat with dated sources, planning calculators, households and a compliance screen |
| Integrations | Advisor plans connect to portfolio management systems such as Black Diamond, Addepar and Orion | CSV imports, Plaid, Interactive Brokers Flex and an MCP server for AI agents |
| Planning math | Not the focus | Roth conversions, RMDs, Social Security, IRMAA, Monte Carlo and 2026 federal tax |
When Koyfin is the better choice
- Charting and dashboards are the center of your workflow.
- You need long fundamentals history or saved custom screens.
- You want data pulled from Black Diamond, Addepar or Orion.
When LunaTerminal is the better choice
- You would rather ask a question than build a chart.
- You want planning calculations and client review preparation in the same place as research.
- You want AI agents such as Claude to use your research tools through MCP.
Questions
Does Koyfin have a free plan?
Yes, Koyfin offers a free plan with limits, alongside paid plans. Check koyfin.com for current plans and prices.
Can I use Koyfin and LunaTerminal together?
Yes. Many advisors chart in one tool and research or plan in another; LunaTerminal needs nothing else to run.