Powerdrill Bloom vs. Koyfin: Features, Pricing, and Best Use Cases (2026)

Powerdrill Bloom·October 15, 2026

Powerdrill Bloom and Koyfin both help people turn market data into reports. They start from different places. Koyfin is an investment research platform built on licensed market data, with screeners, dashboards, portfolios, and client reports. Powerdrill Bloom is an AI workspace that answers questions about your own files and public data, then returns sourced charts, reports, and slides.

This comparison uses only each company's own pages: pricing, product pages, and help articles. Prices and features were read on October 15, 2026.

The short version

	Koyfin	Powerdrill Bloom
Best for	Researching stocks, funds, and markets, and producing client reports	Turning files and public data into sourced analysis, charts, reports, and slides
Starting price	Free $0; paid plans from $39 a month billed annually	Free $0.00; Pro $199.00 per year
How work starts	You open a screen, a dashboard, a chart, or a portfolio	You upload files or pick an open data source, then ask a question
Data	Licensed data, with fundamentals from S&P Capital IQ and fund data from Morningstar	Your own files, plus built-in sources such as Yahoo Finance, CoinGecko, and SEC filings
Key strength	Licensed market coverage, screeners, model portfolios, and branded client reports	Natural language analysis of mixed files, with each number traced to its source
Main weakness	Its help center says "We don't allow users to get data via API," and equity financials are restricted from download	Its pages do not describe custodian integrations, model portfolios, or a stock screener

Both tools end in a report. In one, the report comes from licensed data and your portfolios. In the other, it comes from whatever files and sources you hand it.

Both make reports. They mean different things.

The shared word is report, and it is a useful way to see how the two differ.

In Koyfin, a report is a client deliverable. The homepage says Koyfin helps you "Research markets, analyze portfolios, and create client-ready reports in one place." Its features page says you can "Generate and customize reports with benchmarks, templates, and branding."

Those reports describe portfolios and funds. The One Pager report "brings together key portfolio data in one view." It covers top holdings, exposures, asset allocation, performance, and fees and risk metrics. The advisor plans meter them. Advisor Core includes "Client proposals & reports (10/month)," and Advisor Pro raises that to 200 a month.

In Powerdrill Bloom, a report is the answer to a question. Its homepage calls the product "The AI data analyst that shows its work." It says "Every number comes back with the page, the row and the figure behind it." The AI report generator page covers turning Excel, CSV, and PDF files into a written report.

The subject can be anything in the files: a sales export, a set of filings, or a survey. The report format follows the question, not a template for a portfolio.

So Koyfin answers "what do my markets and my clients' portfolios look like." Powerdrill Bloom answers "what do these files and numbers tell me, and can you show where each figure came from."

Where the data comes from

Koyfin buys its data. The help center says "We buy our data and have license agreements with over a dozen data vendors to provide professional-grade data via Koyfin." It adds "We don't scrape the web for any data."

The sources are named. "The global equity fundamentals, consensus estimates and valuation are sourced from S&P Capital IQ. Our Fund data comes from Morningstar." Other vendors include FRED and Trading Economics for economic data and Polygon for cryptocurrency data.

Timeliness depends on the market. The FAQ says "For US stocks, the price data is a combination of live data and 15-minute delayed data." Canadian prices are 15 minutes delayed. "For all other countries, price data is end-of-day."

Powerdrill Bloom starts with your files. Its Free plan lists "Upload Excel, CSV, PDF, and docs" and "Search built-in open data sources." The open data comes from named public sources.

The financial market data tool lists Yahoo Finance and CoinGecko for stock, crypto, forex, and commodity prices. It says "Every answer is backed by Yahoo Finance, CoinGecko, with links to the original records — not guesses." The SEC filings tool covers 10-Ks, financial statements, dividends, and insider transactions from SEC records.

The practical difference is depth versus reach. Koyfin offers licensed fundamentals and estimates for global equities. Powerdrill Bloom works across your private files and several public sources at once.

How you work: screens and dashboards, or questions

Koyfin is a set of research views. Its features page lists an equity screener that lets you "Incorporate over 5,900 filters to meet your parameters." You can "Create and save custom dashboards to give you a bird's-eye view of all the data you care about most, on one screen."

There is more. Watchlists track the metrics you choose, and alerts cover price, valuation, technicals, and news "on desktop, email, or mobile." Graph templates can be saved and shared. Market dashboards gather "Today's markets curated on one easy-to-follow screen."

The platform also summarizes calls. Its release notes say transcript summaries "transform a transcript into a structured overview of the call, removing fluff while maintaining the important details." They are "Included with all paid plans with unlimited usage."

Powerdrill Bloom is a conversation with your data. You ask a question in natural language, and the agents pull the records and run the analysis. The SEC filings page offers sample questions such as "Summarize Tesla's latest 10-K risk factors."

Follow-up questions refine the result. The AI Canvas page describes examining uploaded Excel or CSV data and generating charts. Paid plans add "Deep analysis, visualization, and reporting."

If you know the screen you want, ready-made views get you there directly. If your question mixes sources, such as your own sales data against a market index, a question-first workspace fits better.

Bringing in your own data

Both products accept outside files, but for different purposes.

Koyfin lets you add assets it does not cover. Its custom data series feature lets you "bring external data" into the platform. The examples are private funds, real estate, cryptocurrency, and alternative investments. The upload is a CSV of prices and dates.

It also reads client statements. Its features page says you can "upload PDF brokerage statements" to create portfolios. Proposals can be built "from custodian data or PDF statements with holdings and allocations loaded automatically."

Powerdrill Bloom treats uploaded files as the main input. A spreadsheet of trades, a PDF annual report, and a CSV of monthly expenses can all go into one question. The AI investment research tool lists "financials, filings, prior diligence and any analyst notes" as inputs. It returns an "Investment thesis brief" and a "Recommendation memo with rating, conviction and target value."

In short, Koyfin imports data to fit its portfolio and chart views. Powerdrill Bloom analyzes whatever the files contain.

Getting data out

Export rules shape what you can do with the work afterward.

Koyfin limits some downloads. Its help center lists the data that can be downloaded: price, performance, technicals, percentile ranks, model portfolio, economic, and fund data. These come "from tables throughout Koyfin such as the Watchlist." It also says "Financials, Estimates, and Valuation data for global equities are currently restricted from download by our data vendor, in tables and charts."

API access is ruled out in the FAQ. It says "We don't allow users to get data via API because of restrictions from our data providers." It adds "They are in the API business. We are in the analytics business."

Charts can be shared with credit. Koyfin says "We love to see Koyfin charts on Twitter, in blogs or research reports." It asks you to "source Koyfin and include a link to Koyfin."

Powerdrill Bloom exports the finished work. Paid plans list "Create slides, Office docs, Excel analysis, and Nano Banana images." The AI investment research page lists exports as a "branded PDF, deck or canvas link with linked citations." The financial market data tool says you can "Turn raw records into visualizations, tables, and slides in a couple of clicks."

Pricing

Koyfin's pricing page shows annual billing by default. A toggle switches to monthly billing. Both views, read on October 15, 2026:

Koyfin plan	Billed annually, per month	Billed monthly
Free	$0	$0
Plus	$39	$49
Premium	$79	$110
Advisor Core	$209	$239
Advisor Pro	$299	$349

The tiers differ in depth. Free includes "2Y financials & 1Y estimates," two watchlists, two screens, and two custom dashboards. Plus moves to "10Y financials & 10Y estimates" with unlimited watchlists, screens, and dashboards. Premium adds custom data, custom formulas, and custom financial templates.

The advisor tiers add client work. Advisor Core includes client portfolios and one custodian integration. Advisor Pro adds custom report pages, multiple integrations, and PDF broker statement upload. Teams can ask Koyfin's sales team for a custom plan.

The company also describes a trial. Its help center says "every new sign-up receives a 7-day free trial of all Koyfin's features." After the trial, the account moves to the Free plan.

Powerdrill Bloom lists these prices:

Powerdrill Bloom plan	Price shown	Credits	Scheduled tasks
Free	$0.00	1,000 daily refreshed credits	1
Pro	$199.00 per year	1,000 daily plus 5,000 monthly	20
Plus	$399.00 per year	1,000 daily plus 11,000 monthly	20
Premium	$1,990.00 per year	1,000 daily plus 60,000 monthly	20
Team Pro	$199.00 per seat per year	Shared Team Credits	Includes Pro features

Details are on the Powerdrill Bloom pricing page. The Premium plan lists "Built for finance, market, competitor, product, and growth analysis."

Koyfin costs scale with depth and clients. An individual investor's question is whether Plus or Premium covers the data needed. An advisor's question is how many client reports go out each month. Advisor Core includes 10, and Advisor Pro includes 200.

Powerdrill Bloom costs scale with usage. Each plan includes daily credits plus a monthly allowance. Heavier analysis or more people means a larger plan or Team Pro seats. One-time credit packages are "valid for 12 months" and work "on any plan, including Free."

For a person who checks markets every day, a fixed research subscription is easy to plan around. The total depends mostly on which data depth you need. For a person who analyzes a different set of files each week, a credit allowance may fit better.

The same task, run in both

Here is a common job: an analyst covers three semiconductor stocks and needs a monthly one-page update for a team meeting. The details here are illustrative.

In Koyfin, the analyst builds a watchlist with the three tickers and the metrics that matter, such as price change, valuation, and estimate revisions. A saved dashboard shows prices and key charts on one screen. After each earnings call, the transcript summary gives a structured overview. The analyst reuses charts with a credit to Koyfin, as its help center asks, and writes the update.

In Powerdrill Bloom, the analyst uploads last month's notes and the team's own position sheet. Then the analyst asks a single question. "Compare the three stocks' performance this month and summarize risk factors from their latest 10-K filings. Draft a one-page update with two charts." The answer comes back with charts and cited sources, and the analyst asks for a short deck.

Whichever route you test, run three checks:

Source check. Pick three numbers in the output and trace each one back to its source.
Freshness check. Confirm the date and delay of each price used.
Format check. Make sure the final file opens cleanly for the people who read it.

Where the two overlap

The overlap is real, and it is worth knowing before you choose:

Market charts. Koyfin is built around advanced graphing. Powerdrill Bloom's financial market data tool also charts prices from Yahoo Finance and CoinGecko.
Earnings content. Koyfin summarizes earnings call transcripts. Powerdrill Bloom's SEC filings tool summarizes filings such as 10-K risk factors.
Reports. Both products end in a document. Koyfin's are portfolio and client reports; Powerdrill Bloom's are analysis reports and decks.
Crypto. Koyfin lists Polygon as its cryptocurrency data vendor. Powerdrill Bloom has an AI crypto analyst page and uses CoinGecko in its market data tool.
CSV uploads. Both accept CSV files, for different purposes.

Using them together

The two tools can split one job. Koyfin's pages center on screening and watching markets. Powerdrill Bloom's pages center on combining exports and files into a finished analysis.

A simple split works in four steps:

Use Koyfin's screener to build a shortlist, then download the watchlist table. Koyfin's help center lists watchlist data among the downloadable tables.
Upload that table to Powerdrill Bloom, along with your own notes or position sheet.
Ask your questions, and check that each number traces to a row or a source.
Turn the findings into a report or a deck for the meeting, and credit Koyfin for any chart you reuse.

For a wider view of tools in this space, see our roundup of Bloomberg Terminal alternatives, which includes Koyfin. Our list of AI tools for financial analysis covers more analysis tools.

Data control and security

Koyfin's help center is clear about where its data comes from and what can leave the platform. Equity financials, estimates, and valuation data stay inside it, because the data vendor restricts download. The help center also lists two-factor authentication among its FAQ topics.

Powerdrill Bloom lists "SOC 2 Type 2 Certified" on its site. Its homepage says it "Runs on-premise or in your private cloud, for data that cannot leave your network."

For a firm with strict data rules, the questions differ. With Koyfin, ask what you can export and share with clients. With Powerdrill Bloom, ask where your uploaded files are stored and whether an on-premise setup fits.

Who Koyfin suits

Koyfin suits people whose work starts with market data and ends with a portfolio view or a client report.

Individual investors who want screeners, dashboards, and estimates in one place.
Financial advisors who build proposals and client reports from custodian data.
Research teams that track many tickers, funds, and macro series each day.
Students and teachers; Koyfin has a page for schools and universities.
Anyone who needs licensed fundamentals and estimates rather than public data.

Who Powerdrill Bloom suits

Powerdrill Bloom suits people whose deliverable is an analysis built from mixed files.

Analysts who combine internal spreadsheets with public prices or filings.
Finance teams that turn exports into monthly reports and decks.
Researchers who need every number traced to a page or a row.
Founders and operators who ask questions in natural language rather than build screens.
Teams that want a recurring analysis to rerun on a schedule.

Want to compare them on your own work? Try Powerdrill Bloom with one export you already have, and run the same question in Koyfin's trial.

Frequently asked questions

What is Koyfin?

Koyfin is an investment research platform for investors and financial advisors. It offers market data, an equity screener, custom dashboards, charts, model portfolios, and client reports. Its data comes from licensed vendors, including S&P Capital IQ for equity fundamentals and Morningstar for fund data.

How much does Koyfin cost?

On October 15, 2026, Koyfin's pricing page listed a Free plan and paid plans from $39 a month billed annually. With monthly billing, the page listed $49 for Plus, $110 for Premium, $239 for Advisor Core, and $349 for Advisor Pro. New sign-ups get a 7-day trial of all features.

Does Koyfin have an API?

Not for end users. Koyfin's help center says it does not allow users to get data via API because of restrictions from its data providers. Some table data, such as watchlist and fund data, can be downloaded. Equity financials, estimates, and valuation data are restricted from download.

Can Koyfin create reports?

Yes. Koyfin creates customizable portfolio and fund reports with benchmarks, templates, and branding. The advisor plans add client proposals and reports, with 10 a month on Advisor Core and 200 a month on Advisor Pro. The One Pager report shows a portfolio on a single page.

What is the difference between Koyfin and Powerdrill Bloom?

Koyfin is a research platform built on licensed market data, with screeners, dashboards, and client reports. Powerdrill Bloom is an AI workspace that analyzes your own files and public data in natural language. Koyfin shows the market; Powerdrill Bloom explains your files.

Sources: Koyfin, Pricing · Koyfin homepage · Koyfin, Features · Koyfin Help, Where do you get your data? · Koyfin Help, Is your data live or delayed? · Koyfin Help, Can I get the data via API? · Koyfin Help, Can I download data? · Koyfin Help, Using Koyfin charts · Koyfin Help, Free trial · Koyfin Help, Transcript Summaries · Koyfin Help, One Pager Reports · Koyfin Help, Custom Data Series. Details read from vendor pages on October 15, 2026.