Koyfin Reviews & Product Details

Koyfin is an exceptional financial analytics platform that delivers powerful investment research tools for both retail and professional investors. Developed by ex-Wall Street professionals, this web-based platform offers an impressive array of features that make market analysis intuitive and comprehensive. Extensive Data Coverage: Access to hundreds of thousands equities worldwide, FX, and bond markets with up to 10 years of historical data. Advanced Analytical Tools. Customizable dashboards, real-time market insights, and powerful screening capabilities. Offers a robust free plan with very reasonable options to upgrade for more advanced features. What makes Koyfin exceptional is its ability to provide professional-grade financial research at an accessible price point. Whether you're an intermediate investor or a seasoned professional it's a very usueful platform. Review collected by and hosted on G2.com.

I have not found any downsides to using Koyfin over the past three years. Review collected by and hosted on G2.com.

I was looking for a replacement for FactSet for my personal accounts and a friend recommended Koyfin. I have just started using it and am very impressed with its range of data and function. I especially like the charting function and layouts. I can keep track of a full range of credit spreads, stocks, bond yields, FX and market indices. Koyfin has spent a lot of time on design and functionality. Set up was quick and intuitive navigation. I love it & use it multiple times a day Review collected by and hosted on G2.com.

I’d like an easier way to save graphs as discrete files and to manage graphs with ratios (e.g. A/B to create more from the data sets. I haven’t figured it out yet! I’d also like a desktop app version so I don’t have to keep the browser open. Review collected by and hosted on G2.com.

Koyfin offers a lot of functionality for the fraction of the price of an institutional-grade platform like Sentieo/AlphaSense or Factset. Charting is easy, screening is probably the most intuitive of any solution I've used, and it's a flexible way to view financials. The watchlist customization is also great. The customization offered in the paid tiers is both meaningful and useful. I also appreciate the keyboard shortcuts. Review collected by and hosted on G2.com.

Not being able to download financials to Excel is a real drawback. Downloading financials and filings from the same platform I screen, look at charts and financials, and keep up to date would be ideal. The iPhone app does not have enough functionality for me at the moment, but it is at least responsive, visually appealing, and uncluttered. Review collected by and hosted on G2.com.

Koyfin offers the broadest variety of features with a lot of data. I don't like to switch between softwares and with Koyfin I rarely have to do so. All the features and data are organized and designed in a pretty and effective may making it very nice and easy to use. I use it almost every day and if I would have to choose one software, it would be Koyfin. Review collected by and hosted on G2.com.

There is only one thing I dont like and this is that if you're searching a metric in the charts section, you have to be very precise otherwise Koyfin doesn't show what you're looking for. Sometimes you don't know the specific wording and have trouble finding stuff. Review collected by and hosted on G2.com.

If you're looking for an affordable (everything is relative) option for deep investment analysis, you have to get Koyfin. I used the free version for several years and was incredibly impressed with the amount of information Koyfin provided to free users. I finally upgraded to the Pro subscription, and it just got better from there. If you're a deep equity researcher that doesn't want to break the bank, this tool is perfect. In addition, the folks at Koyfin are constantly improving on the software. Review collected by and hosted on G2.com.

Koyfin is starting to get deeper into the advisor market, but they are a little behind. Once they build out integrations with brokers (Schwab is all they have as of this review), the software will be pretty much perfect for me. Review collected by and hosted on G2.com.

The ability to find the data you want and arrange it in the way you want. Also appreciate Koyfin's rapid rollout of new features and tools to make the product more useful. The UI is much to my liking and the system response is immediate with no latency. Review collected by and hosted on G2.com.

A couple of navigational items. Would like to type in a symbol, and land on a specific page e.g. Description. Then navigate from there to any of the other pages available, e.g. Dividend or Earnings, etc. Beyond that, there is very little to dislike. Review collected by and hosted on G2.com.

Easy to use platform for financial analysis. I use this to manage my investments. All the information is in one place, I don't have to use any other website or do any other research Review collected by and hosted on G2.com.

I don't dislike anything about Koyfin.I have used both the App and the platform on browser. Review collected by and hosted on G2.com.

First, I have been in trading and recently portfolio management for 37 years. I have used almost every platform out there and find this one to have the most features and data for the money. I subscribe to the Pro package.

For portfolio management and analysis, I love that I can chart up to 30 years of key financial ratios and indicators on a chart to see thinks like how current PE compares to the past for a given stock. It really allows technical to blend with fundamental analysis in a way that I did not think was possible. With other platforms you are lucky to get 5 or 10 years of history - which is irrelevant if you are a long term investor and they often come at many times the cost. Customizable watchlists and model portfolios allow for back testing performance and risk and easily get dat like average dividend yield, 20 year CAGR and so on.

Another plus is that humans and often Rob Koyfman actually respond to customer support unlike other platforms at a similar price like Tradingview where - good luck if you need help.

As a result of customer response, new features according to demand are added regularly.

In short, I love the product. Review collected by and hosted on G2.com.

There is less technical indicator charting ability than on a platform like Tradingview. However, the more I experiment and learn the system, the more useful features I find. There is not much to dislike. Review collected by and hosted on G2.com.

The amount of data available and the organization of it are extraordinary. I'm able to find the tools I want very quickly and the graphs provide a lot of useful information. Review collected by and hosted on G2.com.

There is a certain bug that prevents the creation of a headline when creating a graph for clients that they haven't been able to fix for months. Review collected by and hosted on G2.com.

I love being able to see financial information, descriptions of companies and price data for all stocks and commodities Review collected by and hosted on G2.com.

Nothing in particular, but would like to see more data and information added for UK based customers looking at FTSE 100 Review collected by and hosted on G2.com.