What is Koyfin.com?

Koyfin is a powerful yet intuitive investment research platform designed to help investors, analysts, and advisors analyze markets, companies, and portfolios with clarity and speed. Built with a clean, modern interface, Koyfin brings together global market data, financials, analyst estimates, screening tools, dashboards, and portfolio analytics in one unified workspace.

Koyfin is often compared to institutional platforms like Bloomberg and FactSet, but is purpose-built to be more accessible and easier to use for individual investors and small firms.

Key Features

• Model Portfolios
  Build and manage model portfolios with dynamic allocation, performance tracking, and analytics to support strategic investing.

• Client Portfolios
  Group accounts into portfolios and households, track performance, and generate reports that reflect real-world client structures.

• Portfolio Imports
  Import portfolios directly from custodians like Schwab and Altruist, upload PDF brokerage statements, or manually build portfolios.

• Proposals
  Create polished, professional investment proposals with clean visuals and firm branding, built directly from portfolio data.

• Custom Reports
  Generate customizable reports with benchmarks, templates, analytics, and branding for portfolios and funds.

• Alerts
  Set alerts on price, valuation, technicals, and news across watchlists and portfolios, delivered via desktop, email, or mobile.

• Advanced Graphing
  Build and share chart templates with both technical and fundamental overlays tailored to your investment style.

• Financial Analysis
  Access detailed financial data instantly, with flexible views across different time periods in both charts and tables.

• Equity Screener
  Screen stocks using over 5,900 filters to identify companies that match your specific investment criteria.

• Market Dashboards
  Monitor macroeconomic data and global markets through curated dashboards that show the big picture at a glance.

• Watchlists
  Create customizable watchlists with reusable column layouts and easily share insights.

• Custom Dashboards
  Build dashboards that combine watchlists, charts, and data tables into a single personalized view.

• Company Snapshots
  View top-down summaries of securities, including key financials and analyst estimates, in one place.

Who It’s For

• Individual investors seeking institutional-quality research tools

• Financial advisors and small investment firms

• Equity analysts and portfolio managers

• Investors who want global market coverage without complexity

Why Investors Choose Koyfin

• Powerful Yet Simple – Advanced analytics delivered through an intuitive interface.

• Global Coverage – Equities, ETFs, funds, and macro data across markets worldwide.

• Institutional Feel Without the Terminal – Comparable depth to enterprise platforms at a fraction of the cost.

How It Works

1. Create a free Koyfin account.

2. Explore markets, companies, and macro data through dashboards and screeners.

3. Build watchlists, portfolios, and custom dashboards.

4. Set alerts and generate reports to support investment decisions.

5. Upgrade for advanced features as your needs grow.

Plans & Pricing

• Free Plan
  Access to core market data, dashboards, and research tools.

• Paid Plans
  Advanced analytics, expanded portfolio tools, proposals, reporting, and professional workflows.

Pros & Cons

• Clean, modern interface

• Strong global market and macro coverage

• Excellent screening and visualization tools
  Cons

• Advanced features require paid plans

• Not designed for intraday trading or execution

Alternatives to Consider

• Fiscal.ai – AI-powered research assistant that simplifies company analysis and financial data.

• StockAnalysis – Comprehensive stock research platform with financials, screeners, and valuation tools.

Final Take

Koyfin is one of the best research platforms available for investors who want institutional-quality tools without the learning curve or cost of a traditional terminal. With powerful analytics, global coverage, and an intuitive design, it’s a strong choice for serious investors and financial professionals alike.