AI TOOL PROFILE
Koyfin: Financial Data Analysis and Investment Research
- Finance and Accounting
- Analytics and Reporting
- 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.
At a glance
- Best for
- Financial Advisors, Investment Firms, Asset Managers, Independent Investors, Equity Research Teams
- Key use cases
- Market Research, Client Reporting, Portfolio Analysis, Market Monitoring
- Integrations
- Schwab import, Altruist import, PDF broker statement upload
- Official website
- Visit koyfin official website
How AI is used
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
Equity Screener
Supports screening over 100,000 global securities using more than 5,900 filter criteria.
Customizable Dashboards
Allows users to create personalized views of market data, watchlists, and economic indicators.
Advanced Graphing
Tools for visualizing technical and fundamental data with the ability to save and share templates.
Client Portfolio Management
Supports grouping accounts into households and tracking performance for client reporting.
Model Portfolios
Helps users monitor strategy performance and risk composition.
AI-Powered Summaries
Supports the use of AI models such as ChatGPT, Claude, and Gemini to provide data summaries.
Use Cases
Market Research
Using the equity screener and macro dashboards to identify trends across global securities and economic data.
Client Reporting
Generating branded proposals and portfolio reports to share financial insights with clients.
Portfolio Analysis
Tracking asset allocations and assessing risk through model portfolio tools.
Market Monitoring
Setting custom alerts for price, valuation, or technical signals across specific watchlists.
Integrations
- Schwab import
- Altruist import
- PDF broker statement upload
FAQ
Who is Koyfin designed for?
- Koyfin is designed for financial advisors, investment firms, asset managers, and independent investors.
Does Koyfin have a free version?
- Yes, Koyfin offers a free plan that includes basic financial data and limited custom dashboards.
Which plans include mutual fund data?
- Mutual fund data, including holdings and total return, is available in the Advisor Core and Advisor Pro plans.
Can Koyfin help with client reporting?
- 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
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