Investment Research Teams and CIOs
Fast path to data analysis
Access reliable data with advanced charts and intuitive tools to visualize financial metrics, track changes over time, and compare performance – faster than ever.
Clear data, faster research
From daily tracking to deep dives on new companies, get tools that simplify research with quick setup, fast performance, and clear visuals tailored to your needs.
In-depth analysis
Access data on global stocks, ETFs, mutual funds, and macro trends. Track performance, generate ideas, and pinpoint where to dive deeper – whether it’s a specific quarter, year, or key metric.
Visual analytics
Create charts, dashboards, and model portfolios to compare assets, overlay metrics, track trends, and quickly grasp the full picture. Visualize financial data clearly and customize it to suit your workflow.
Team collaboration
Streamline teamwork with real-time updates to shared watchlists and model portfolios, ensuring your team stays aligned with the latest data.
Koyfin has been a game-changer for managing our model portfolios and sharing them with our advisors at XYPN Sapphire. It makes tracking performance simple and allows us to clearly communicate results and portfolio characteristics through reports. It’s intuitive, effective, and significantly reduces the time spent on analysis.
Depth of data,
simplicity of use
Access detailed data through customizable dashboards, watchlists, and charts to pinpoint where to dive deeper with tools that are easy to use and nice to look at.
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.
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.
Team collaboration
Easily share watchlists
within your team
Add securities to custom watchlists and easily share them with your team — no more sending spreadsheets back and forth or wondering who has the latest version.
ETF and Mutual Fund screener
Find it quickly
Find investments that meet your criteria, like fees, performance, or risk. Make informed decisions to support portfolio recommendations and maximize potential
Advanced Graphing
Chart key price drivers
Visualize stock price changes with metrics like revenue growth, P/E ratio, and drawdowns. Create custom chart templates to speed up assessments, and dive deeper when you spot promising trends.
Fund exposure
Detailed portfolio exposure analysis
Get a clear breakdown of fund holdings by asset class, style, region, sector, and industry. Understand your portfolio’s composition and pinpoint concentration risks or diversification opportunities with interactive visuals.
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.
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.