About Koyfin
Koyfin is a financial analysis software from Koyfin Inc. designed for investors and financial professionals. It provides access to real-time market data, advanced charting tools, and comprehensive financial metrics so users can conduct in-depth analysis of stocks and financial assets. Koyfin also features customizable dashboards, pre-built templates, and the ability to track market news, enabling users to monitor and react to market changes effectively. The platform allows for portfolio tracking and includes tools for financial modeling and valuation analysis. Key capabilities: real-time market data advanced charting tools customizable dashboards pre-built templates portfolio tracking Best for: investors and financial professionals that need accurate data and analytical tools for investment decisions.
Koyfin by Koyfin Inc. is a highly versatile financial management and data visualization platform designed to cater to the needs of investors, financial analysts, and advisors seeking comprehensive market insights. At its core, Koyfin simplifies the complexities of investment research and portfolio analysis by offering an expansive suite of tools that support decision-making with precision. The software covers a broad range of asset classes, including equities, ETFs, mutual funds, bonds, commodities, and currencies—making it an all-in-one research solution for both retail investors and institutional professionals. What sets Koyfin apart is its powerful combination of usability and analytical depth, creating a platform that supports both novice users and seasoned market participants. The user interface is clean, modern, and highly intuitive. A modular design allows users to customize their workspace by dragging and dropping charts, tables, and data widgets onto a personalized dashboard. The left-hand sidebar neatly organizes core tools and research features, which significantly enhances user navigation. Multi-tab views and shortcut commands further streamline workflow, allowing users to quickly switch between datasets or market segments.
Pros & Cons
- +1. Generates financial charts according to your taste.
- +2. It provides stock information at the Latin American level.
- +3. The software is currently available for free.
- +Its paid version offers features comparable to expensive platforms for under $1k
- −1. It is missing some important financial ratios like the Piotroski Score.
- −2. International data is only updated at the end of the day.
- −3. Information on the platform is sometimes less up-to-date than on other platforms.
Features
Key features
- 1. Model Portfolios
- This feature allows users, likely financial advisors, to implement pre-built investment strategies for balanced and optimized financial growth.
- 2. Client Portfolios
- This suite of features enables financial advisors to efficiently manage multiple client accounts by grouping them into portfolios and households, tracking performance, and generating reports.
- 3. Fast Importing
- Users can quickly create portfolios by importing data directly from other software like Schwab and Altruist or by uploading PDF brokerage statements.
- 4. Advanced Graphing
- This feature provides users with powerful and customizable graphing tools, including the ability to save and share graph templates and customize charts based on technical and fundamental analysis.
- 5. Equity Screener
- Investors can use this tool to find target companies based on their unique investment style by applying over 5,900 custom filters to narrow down their search.
- 6. Custom Dashboards
- Users can create personalized dashboards to get a consolidated view of the data they care about most across different asset classes.
Additional features
- 1. Model Portfolios
- Offers pre-designed investment strategies for users to implement.
- 2. Dynamic Allocation
- Intelligently balances investments within a portfolio to promote secure growth.
- 3. Insightful Analytics (in Model Portfolios)
- Provides in-depth analysis to help refine investment strategies.
- 4. Client Portfolios
- Allows users to manage accounts by grouping them into portfolios and households.
- 5. Household organization
- Enables the grouping of client accounts to reflect real-world relationships.
- 6. Fast importing
- Facilitates quick portfolio creation by importing from other software or PDF statements.
- 7. Reports
- Turns raw data into understandable insights through customizable reports for portfolios and funds.
- 8. Customizable Reports
- Users can create and personalize reports with benchmarks, templates, and their own branding.
- 9. Insightful Analytics (in Reports)
- Provides deep insights and trend analysis for clear portfolio evaluations.
- 10. Advanced Graphing
- Offers sophisticated tools for visualizing investment data.
- 11. Save & Share
- Allows users to create and distribute graph templates easily.
- 12. Technical & Fundamental
- Enables customization of charts to match different investment approaches.
- 13. Equity Screener
- Helps users find companies that align with their specific investment criteria.
Pricing
Monthly plans
Plus
USD 39
Premium
USD 79
Advisor Core
USD 209
Countries & Languages
Available in
Interface languages
Billing currencies
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About Koyfin
Koyfin is a financial analysis software from Koyfin Inc. designed for investors and financial professionals. It provides access to real-time market data, advanced charting tools, and comprehensive financial metrics so users can conduct in-depth analysis of stocks and financial assets. Koyfin also features customizable dashboards, pre-built templates, and the ability to track market news, enabling users to monitor and react to market changes effectively. The platform allows for portfolio tracking and includes tools for financial modeling and valuation analysis. Key capabilities: real-time market data advanced charting tools customizable dashboards pre-built templates portfolio tracking Best for: investors and financial professionals that need accurate data and analytical tools for investment decisions.
Koyfin Details
Koyfin's In-App Market Place
Does Koyfin have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Plus
USD 39
Premium
USD 79
Advisor Core
USD 209
Accepted Payment Currencies
USD ($)
Pros & Cons
- 1. Generates financial charts according to your taste.
- 2. It provides stock information at the Latin American level.
- 3. The software is currently available for free.
- Its paid version offers features comparable to expensive platforms for under $1k
- 1. It is missing some important financial ratios like the Piotroski Score.
- 2. International data is only updated at the end of the day.
- 3. Information on the platform is sometimes less up-to-date than on other platforms.
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