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Koyfin Reviews & Product Details - Page 2

Koyfin Overview

What is Koyfin?

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: ▪️ Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. ▪️ Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. ▪️ Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. ▪️ Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. ▪️ Intuitive Interface: Simplifies complex data analysis with visualization tools. ▪️ Collaboration: Easily share and collaborate on watchlists and portfolios with your team. ▪️ Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com

Koyfin Details
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Product Description

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com


Seller Details
Seller
Koyfin
Year Founded
2016
HQ Location
New York, New Mexico, United States
Twitter
@KoyfinCharts
62,114 Twitter followers
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
Description

Koyfin is a financial data and analytics platform for researching stocks and understanding market trends. Our data coverage includes stocks, ETFs, mutual funds, FX, bonds, economics, news, and Twitter so you can have a god-like view of the markets. Our mission is to equip every investor in the world, no matter their size, with the best data and tools; empowering them to achieve more.


Rob K.
RK
Overview Provided by:

Recent Koyfin Reviews

Bobby E.
BE
Bobby E.Small-Business (50 or fewer emp.)
5.0 out of 5
"Has completely elevated my business"
The simplicity and the interface make this tool easy to use and understand
DM
Dominic M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Amazing tool full of features"
The ability to have both economic data and asset specific data in one place has allowed me to consolidate systems
Wilson C.
WC
Wilson C.Small-Business (50 or fewer emp.)
5.0 out of 5
"Excellent"
The complexity of data is amazing. I don´t need anything else. Is very easy to use and the implementation is great too. I use everyday
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Koyfin Media

Koyfin Demo - Model Portfolios
Explore and compare different investment strategies with Koyfin’s Model Portfolios. Analyze historical performance, risk metrics, and composition to make informed decisions.
Koyfin Demo - Client Reports
Generate professional PDF reports effortlessly with the Client Reports feature. Quickly compile detailed, customized reports based on your model portfolio, making it easy to share insights and updates.
Koyfin Demo - Watchlists of Stocks, ETFs, and Mutual Funds
Stay on top of your favorite stocks, ETFs and Mutual Funds with Koyfin’s customizable Watchlists. Easily add, organize, and monitor assets in real time, ensuring you never miss a market move.
Koyfin Demo - Mutual Funds and ETFs Snapshots
Enhance your investment strategy with this easy-to-understand, data-rich snapshots designed for informed decision-making.
Koyfin Demo - Equity Snapshots and Graphs
Get all the security information and analyst estimates overview instantaneously with our snapshots.
Koyfin Demo - Stocks, ETFs and Mutual Funds Screener
Discover new investment opportunities with Koyfin’s advanced Screener. Filter stocks, ETFs or mutual funds based on various criteria like performance, valuation, and growth metrics to find the best fits for your investment strategy.
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81 Koyfin Reviews

4.8 out of 5
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81 Koyfin Reviews
4.8 out of 5
81 Koyfin Reviews
4.8 out of 5

Koyfin Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for KoyfinQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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JR
Founder and Portfolio Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Koyfin?

Koyfin offers excellent value. It is an effective alternative to Bloomberg - at a micro fraction of the price. I appreciate the breadth of data available on a single platform, while providing an easy-to-navigate charting interface. Koyfin's specialty is equities and ETF data, but you can find a wide variety of non-equities pricing data too, including various asset classes and economic data series. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

As an active global macro investor, I wish that the depth of Koyfin's pricing data for non-equity asset classes, including U.S. Treasuries, foreign exchange, and various commodities, was as extensive and updated in real-time as Koyfin does for equities and ETFs. I would also like Koyfin to release a more advanced Excel plug-in feature to automatically update historical data series in Excel. Review collected by and hosted on G2.com.

What problems is Koyfin solving and how is that benefiting you?

Koyfin is a user-friendly financial-data charting platform. You cannot beat its value considering the breadth of financial data offered at a fraction of the cost of its competitors. Review collected by and hosted on G2.com.

Bobby E.
BE
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Koyfin?

The simplicity and the interface make this tool easy to use and understand Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

I feel that their pricing is a bit high to get the portfolio outputs Review collected by and hosted on G2.com.

What problems is Koyfin solving and how is that benefiting you?

Fianancial planning Review collected by and hosted on G2.com.

Jacob R.
JR
Director, Platform
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Koyfin?

The dashboards are super useful and unique, and also the charting cababilities. It's really ease to use and navigate. I also really love the feature request tool. I use Koyfin more than daily -- maybe hourly. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

The custom branding cababilities not being built out far enough. Review collected by and hosted on G2.com.

What problems is Koyfin solving and how is that benefiting you?

Quick access to information, makes it really convient when I get questions about what markets/stocks are doing. It's really nice for quick attribution analysis too on ETFs. Review collected by and hosted on G2.com.

Victor B.
VB
Vice President, Investment Research
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Koyfin?

The user interface of Koyfin is extremely intuitive and user-friendly. Charting is easy, and updates are made regularly to enhance the user experience. Customer Support is attentive and responds quickly. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

The depth of company-specific data is somewhat limited, but for the price of the software this is not a concerning issue. Review collected by and hosted on G2.com.

What problems is Koyfin solving and how is that benefiting you?

Koyfin allows me to access data quickly and easily. The summary pages for companies give quick information that allows me to quickly analyze equities at the surface level. The watchlist function allows me to track equities and funds efficiently as well as run valuation metrics on individual equities and ETFs, which is very useful. I also enjoy the holdings page on ETF and Mutual Funds to gain access to underlying fund dynamics. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Koyfin?

A very easy to use app. Literally you can have everything in the main page and only look at that all day. There is no other place where you can plot so many things at once with the same easiness. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

There is a lack of the most technical indicators or function that you can find on Bloomberg. Review collected by and hosted on G2.com.

What problems is Koyfin solving and how is that benefiting you?

Keeping track of multiple investments or economics Review collected by and hosted on G2.com.

JM
Partner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Koyfin?

Koyfin is a terrific value and feature-rich. The UI is very intuitive and customizable. Dashboards, charting and watchlist features are very useful as is the macro economic database. It's an obvious alternative to a Bloomberg and superior to other research platforms.

Koyfin has enhanced my practice and I'm grateful for finding it when I did. I consider it a great human achievment. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Advanced searching for macro economic data can be challenging as naming conventions are tricky but a Koyfin online tutorial helped! Koyfin is DEEP - I'm two years in and still have much to learn. Review collected by and hosted on G2.com.

What problems is Koyfin solving and how is that benefiting you?

Koyfin helps me analyze businesses instead of just the stock itself. Koyfin also gives me the macro economic data I can't find elsewhere. This leads to better -performing portfolios for me and my clients. Review collected by and hosted on G2.com.

Wilson C.
WC
Back Office Employee
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Koyfin?

The complexity of data is amazing. I don´t need anything else. Is very easy to use and the implementation is great too.

I use everyday Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

a lot of good features you have to pay more dollars to use Review collected by and hosted on G2.com.

What problems is Koyfin solving and how is that benefiting you?

The facility to find information Review collected by and hosted on G2.com.

Verified User in Investment Management
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Koyfin?

I'm a former Bloomberg user and after launching my own firm was looking for alternatives to Bloomberg. Discovered Koyfin and haven't looked back. The platform is phenominal - it offers all the functionality I used to rely on from Bloomberg, but with a cleaner interface and at a fraction of the cost. And it's web-based which made getting it up and running easy - no buggy software to install and slow down our machines

At my firm we use Koyin to monitor watch lists, analyze individual stocks, compare performance of ETFs/Mutual Funds, and build and monitor investment portfolios. In addition, we can use it for macro data analysis (CPI, Housing Trends, Currency) and monitoring fixed income yields and spreads. And the ability to export the raw data behind every chart/graph makes doing more in-depth analysis and preparing reports for clients easy.

Koyfin has become a staple of our daily workflow and replaced 2 other investment products we used to use. The ongoing improvement that Rob and his team continue to make is fantastic - every few weeks there are new improvements coming out that are actually relevant to our firm. From the addition of portfolios, to the mobile app, to transcripts, to custom benchmarks, this software covers all our needs. Plus, anytime we've had a question support has been able to get back to us the same day with an answer. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Hard to find any things we dislike about it. There are additional features which we'd like to see implemente, but as I said at the pace the Koyin team is adding new features I expect to see these at some point. Review collected by and hosted on G2.com.

What problems is Koyfin solving and how is that benefiting you?

We use the softare to monitor markets, analyze portfolios, and stay up to date on macroeconomic data. It allows us to quickly analyze individual stocks, look at valuation metrics, and compare performance of different investments. It's our go to tool for analysis of anything market data related. Review collected by and hosted on G2.com.

David W.
DW
President
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Koyfin?

I was using YCharts and this tool can do everything YCharts can do at a much more competitive price. I'm excited about this tool going into 2025 Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

I wish I could customize certain panels more. Review collected by and hosted on G2.com.

What problems is Koyfin solving and how is that benefiting you?

The tool helps me determine which securities to use for clients and to analyze model portfolios. Review collected by and hosted on G2.com.

DM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Koyfin?

The ability to have both economic data and asset specific data in one place has allowed me to consolidate systems Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

At times the charting options can be confusing. Review collected by and hosted on G2.com.

What problems is Koyfin solving and how is that benefiting you?

Analysis of securities and economic data. Review collected by and hosted on G2.com.