Financial Advisors
Clear insights build client trust
Simplify portfolio analysis, create professional reports, and access the data that matters to your clients – exactly when you need it.
Simplify data, act confidently.
Access data you trust, presented in a way clients can understand. Confidently back up your recommendations anytime, with all the tools and data you need at your fingertips.
Everything in one place
Accurate data, customizable charts, and client portfolio insights – all in one place to keep you prepared for every client meeting.
Portfolio Management
Organize all client and model portfolios in one place. Collaborate, analyze, and share insights that align with your clients’ goals.
Professional reports
Create client-focused reports and proposals that clearly show how recommended portfolios meet their needs.
Focus on your clients
Spend less time navigating data and more time delivering value to clients with an intuitive layout and quick navigation.
Koyfin not only provides me with access to broad and robust data but also does so in a highly intuitive and easy-to-use interface that makes leveraging even its most powerful features a snap. Anyone who tries it will quickly find its charting and analytics tools indispensable.
Always be prepared for
client conversations.
Track asset classes with customizable graphs, explore market insights with pre-made dashboards, and create custom views to stay informed and ready for your clients.
Model Portfolios
Monitor all your model portfolios
Adjust allocations to measure performance impacts, compare portfolios to benchmarks, track exposures by asset class, and view underlying holdings.
Client Portfolios
Centralized portfolio management
Manage all your clients' portfolios in one place. Easily import data via CSV or through our Schwab integration, and get deep insights like asset class exposure and hypothetical performance – all from a centralized hub.
Reports
Create client reports
Generate polished, client-focused reports, presentations, and proposals. Show clients how a recommended portfolio meets their needs – building confidence without overwhelming them with numbers.
Watchlists
Track your assets
Track watchlists of stocks, ETFs, and mutual funds in one place. Customize for specific strategies, get real-time updates, and compare metrics to keep your research focused and effective.
Compare performance
Track mutual fund
performance
Easily track performance vs. any security such as stocks, ETFs and other mutual funds.
ETF Valuation
Analyze the valuations of ETFs
Visualize the historical valuation of ETF on P/E, EV/S and other metrics understand whether ETFs are cheap or rich vs. history
Market dashboards
See the big picture
Get a more complete view of the markets with our ready-made market dashboards. Covering macro themes like sectors, factors, govt yields and economic data.
ETF and Mutual Fund holdings
Know what you own
Get a detailed breakdown of ETF and mutual fund holdings, including performance vs. weight, total returns, and sector or industry allocation. See exactly what you're invested in to better assess diversification and risks.
Stock snapshots
Essential information
at your fingertips
Stock snapshot page gives you a top down view of a essential company information; featuring snapshot charts, key data, performance returns, valuation, capital structure and analyst estimates.
Wall Street ratings
Expert opinions,
clear decisions
Understand future performance and market sentiment with Wall Street ratings. Use price targets, earnings estimates, and buy/sell recommendations to guide your investment strategy.
Voted best value
In the Kitces Report, users were asked about the value of tools they use relative to their cost. With a value of over 9.5 out of 10, Koyfin was the highest-ranked tool by Financial Advisors.
Simple by design. Powerful by necessity. Koyfin has all the data
you need to launch your ambition.
Data points
1
M+
Number of public
companies data
9
K+
Years of statement
history
30
+
Great investments start with
great insight.
Join with the thousands of investors who’ve discovered Koyfin.