Koyfin

Active

Country: United States (US)
Founded: 2016
Developer: Koyfin
Pricing: Freemium
Open source: No
Platforms: Web, iOS, Android

Indexes

Investing/Portfolio

Overview

Koyfin is a financial data and analytics platform designed for individual investors and financial advisors to research markets, analyze portfolios, and track investments. The platform provides access to over one million data points covering global equities, ETFs, mutual funds, indices, economic data, and news. It combines fundamental financial data, customizable dashboards, advanced charting tools, and portfolio management capabilities in a single interface accessible across web and mobile devices.

Key Features

Watchlists - Create and manage personalized watchlists with real-time price tracking and alerts for price changes.
Portfolio Tracking - Build and monitor multiple investment accounts with holdings, purchase dates, quantities, average costs, and P/L breakdowns.
Advanced Charting - Powerful graphing tools for visualizing market data and technical analysis across various asset classes.
Market Dashboards - Customizable macro dashboards displaying bundled financial landscape data with contextual detail.
Analyst Estimates - Access analyst price targets and consensus estimates for securities.
Company Snapshots - Quick access to fundamental financial data and key metrics for individual securities.
News and Transcripts - Integrated financial news and earnings call transcripts for research and analysis.
Market Movers - Real-time tracking of biggest gainers and losers across major indices.

Pricing

Plan	Price	Includes
Free	$0	Basic access to financial data, watchlists, and portfolio tracking with limited features.
Premium	Contact for pricing	Advanced analytics, customizable dashboards, real-time data, enhanced charting tools, and priority support.

Platforms & Requirements

Koyfin operates as a web-based platform accessible through any modern browser, with native mobile applications available for iOS and Android. The mobile apps provide synchronized access to watchlists, portfolios, and market data, with real-time alerts and offline functionality. Data syncs seamlessly between web and mobile versions.

Integrations & Ecosystem

Portfolio import and export
Real-time market data feeds
News aggregation
Earnings call transcripts
Twitter integration
Economic data sources
FX rate data
Multi-currency portfolio conversion

Alternatives

App	Difference
Bloomberg Terminal	Enterprise-grade financial platform with broader institutional focus and higher cost, versus Koyfin's accessibility for individual investors.
E*TRADE	Brokerage platform combining trading execution with research tools, whereas Koyfin focuses on analysis and portfolio tracking without trading capabilities.
Seeking Alpha	Community-driven investment research platform emphasizing user-generated content, compared to Koyfin's data-driven analytics approach.
TradingView	Charting and technical analysis platform with social features, while Koyfin emphasizes fundamental analysis and portfolio management.

Reputation

Koyfin is trusted by over half a million investors and rated 9.5 out of 10 for value in the Kitces Report. The platform is recognized for its comprehensive financial data coverage, intuitive interface, and powerful customization capabilities. Strengths include seamless cross-platform synchronization, extensive data points, and accessibility for individual investors. The platform serves both independent investors and financial advisors seeking integrated research and portfolio management tools.

Sources (10)