Koyfin is a modern investment research platform for investment advisors and investors, built by investors for investors. Its goal is to bring together in one place the tools needed to research markets, analyze portfolios, and create client-ready reports, letting users "see more in less time."
Main capabilities:
- Market research: covers asset classes such as stocks, ETFs, mutual funds, forex, bonds, commodities, cryptocurrencies, and more.
- Portfolio analysis: analyze portfolios within one platform.
- Report creation: create client-ready reports.
- Macro dashboards: provides Koyfin's models for viewing the combined dimensions of the financial environment, which can be explored and customized as needed.
- Charts and visualization: provides charting tools and visual presentation to turn global data into views.
- Stock analysis: provides in-depth data viewing for stocks, combined with adaptive analytical perspectives.
- ETF analysis: evaluate ETF performance by constituent stocks, sectors, and industries.
- Mutual funds: provides custom search and screening options.
- Global yields: monitor real-time yields in 40 countries and perform historical analysis of yield curve spreads.
- Market pulse: track global economic developments grouped by industry or sector, region, company size, and more.
- Forex: view forex data in a redesigned presentation.
- Commodities: provides charts to balance investment perspectives.
- Country trends: track country-level trends and get related news and data.
- Company earnings call transcripts: review company events, assess key sentiment in earnings calls, and search by keyword across all company transcripts.
- Cryptocurrencies: provides cryptocurrency data, suitable for everyone from veteran traders to cryptocurrency beginners.
- News: provides news related to investment insights, capturing trends and stories affecting the market.
- Screener: Equity Screener can scan more than 100,000 global securities using 5,900+ screening criteria.
- Watchlists and dashboards: build watchlists and custom dashboards to focus on the most critical data.
- Analyst expectations: put global financial data at your fingertips and track how analyst views affect the market.
- Interface customization: from workspace layout to interface colors, everything can be customized, with support for dragging ticker symbols for analysis, adding elements to dashboards with one click, and choosing themes.
How to use: The material does not provide specific operating steps or an account registration process. The platform emphasizes a fully customizable interface, where users can control which data is displayed and how; ticker symbols can be dragged from the sidebar for analysis, new elements can be added to dashboards with one click, and themes can be switched. The platform says real-time market data can be accessed from anywhere in the world.at any time.
Use cases:
- Investment advisors: provide comprehensive insights, professional reports, and relevant data for client relationships.
- Investors: research markets, analyze portfolios, and track watchlists and market developments.
- Macro research: use macro dashboards to observe the combined dimensions of the financial environment.
- Securities screening: use Equity Screener to quickly find potential opportunities.
- Cross-asset monitoring: follow stocks, ETFs, funds, forex, bonds, commodities, cryptocurrencies, and country trends at the same time.
Limitations and missing information: The material mentions that Koyfin has pricing plans suitable for different portfolio sizes and says "quality data should be available to everyone," but it does not provide specific fees, prices, free quotas, or package details. The material also does not explain the specific platforms supported (such as web or mobile), data latency, data sources, API capabilities, account registration requirements, or regional availability. This information is not currently provided.
