Koyfin: Financial Data Analysis and Investment Research
Koyfin helps financial advisors and investment firms organize market data and analyze portfolios. It is designed for teams that need research tools for market analysis and client reporting.
At a glance
- Category
- Finance & Accounting
- Best for
- Financial Advisors, Investment Firms, Asset Managers, Independent Investors, Equity Research Teams
- Pricing
- Pricing includes a free plan, Plus ($39/month), Premium ($79/month), Advisor Core ($209/month), and Advisor Pro ($299/month). Annual plans offer up to 30% savings.
- Key use cases
- Market Research, Client Reporting, Portfolio Analysis, Market Monitoring
- Integrations
- Schwab import, Altruist import, PDF broker statement upload
- Official website
- koyfin.com
Koyfin is a financial data platform designed for investors and financial advisors who need a centralized place for market research and portfolio tracking. It provides live market data, customizable dashboards, and analysis tools for assets including equities, ETFs, and mutual funds.
The platform supports a variety of users, from independent investors to research teams and asset managers. It focuses on presenting financial data through graphing and screening tools.
Users may manage client portfolios, create branded proposals, and monitor global economic trends. The tool supports AI-powered summaries of data via options to use ChatGPT, Claude, or Gemini.
Buyers should confirm specific data requirements, as mutual fund data and custodian integrations are available only in the Advisor Core and Advisor Pro plans.
Key Features
Supports screening over 100,000 global securities using more than 5,900 filter criteria.
Allows users to create personalized views of market data, watchlists, and economic indicators.
Tools for visualizing technical and fundamental data with the ability to save and share templates.
Supports grouping accounts into households and tracking performance for client reporting.
Helps users monitor strategy performance and risk composition.
Supports the use of AI models such as ChatGPT, Claude, and Gemini to provide data summaries.
Use Cases
Using the equity screener and macro dashboards to identify trends across global securities and economic data.
Generating branded proposals and portfolio reports to share financial insights with clients.
Tracking asset allocations and assessing risk through model portfolio tools.
Setting custom alerts for price, valuation, or technical signals across specific watchlists.
Best For
Integrations
Pricing
Pricing includes a free plan, Plus ($39/month), Premium ($79/month), Advisor Core ($209/month), and Advisor Pro ($299/month). Annual plans offer up to 30% savings.
FAQ
Koyfin is designed for financial advisors, investment firms, asset managers, and independent investors.
Yes, Koyfin offers a free plan that includes basic financial data and limited custom dashboards.
Mutual fund data, including holdings and total return, is available in the Advisor Core and Advisor Pro plans.
Yes, the Advisor plans support the creation of branded client proposals and reports, with the number of reports varying by tier.
Source category: Finance & Accounting
Source subcategory: Analytics & Reporting
