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Keep Koyfin for the portfolio screen and read filings elsewhere
You already use Koyfin. This note, published by Lician, is about the hour when the dashboard is not the document a meeting still needs. We make Lician. We do not ask you to abandon a portfolio tool that fits the first job.
A meeting that starts on the dashboard
Koyfin is better for advisor-style portfolio dashboards and broad fundamental screening dashboards. Their public pages describe a global screener and portfolio tools. Leave that work on Koyfin (opens in a new tab). Lician does not claim Koyfin filter counts or advisor reporting, so copying the dashboard is not a goal.
The handoff is specific. Someone asks for the 10-K, the quarterly statements, or the filing trail behind a line on the screen. That request is no longer a screener question. Open a filing desk for it, then return to Koyfin for the book of accounts.
Lician can be that filing desk: SEC filing pages, earnings and financials hubs, and stock research pages. The screener is a separate list and is not described as a global advisor screen. If an analyst wants data in their own tool, developers documents the REST API and @lician/mcp-server. Marketplace placement is not claimed as live.
Filing pages to open beside the dashboard
Use the SEC filings hub and the financials hub. The screener is optional and is not a substitute for Koyfin portfolio tools. Lician Pro is $19.99/mo or $149/yr. See Lician Pro. Koyfin's own price remains unknown until you read their site.
Questions
- I already pay for Koyfin. Should I close it?
- Not if the job is still the dashboard. Koyfin is better for advisor-style portfolio dashboards and broad fundamental screening dashboards. Close that tab only when you are done with it.
- Can Lician produce the client report Koyfin is for?
- No. Lician does not claim Koyfin filter counts or advisor reporting. Use Lician for SEC pages, financials hubs, stock research pages, the screener, and the developers API.
- Is there a published Koyfin price on this page?
- No. Koyfin price: unknown. See their site. Lician Pro is $19.99/mo or $149/yr and is a separate product.
Compliance disclaimer
This page is general information. It is not investment advice, not a personal recommendation, and not an offer to buy or sell any financial instrument. Capital is at risk when you invest.
Lician is operated by Distinct Systems i Sverige AB, org.nr 556335-1260, Per Hans Väg 7, 436 50 Hovås, Sweden. Lician is not a broker, bank, or investment firm and is not authorized by Finansinspektionen to provide investment advice or to receive and transmit orders. We do not assess whether a product is suitable for you.
Competitor prices and plan limits are unknown on these pages. Check the other company site. Lician Pro is $19.99/mo or $149/yr. The current consumer offer is on the Lician Pro page. This page does not rank products.
Also read the Lician disclaimer.