Acerca de Koyfin
Koyfin is an innovative investment platform designed for advisors and investors. It offers tools for market research, portfolio analysis, and client-ready reporting, all in one place. With customizable dashboards, live market data, and comprehensive financial insights, Koyfin simplifies investment decision-making. Whether you're managing client portfolios, conducting investment research, or tracking global markets, Koyfin provides the data and tools you need to succeed.
Precios
Página completa de preciosFree
The ultimate beginner package , everything you need to get started gaining insight on your investments
- 2Y financials & 1Y estimates
- My Portfolios
- Advanced charting
- Market & macro dashboards
- 2 watchlists & 2 screens
- 2 custom dashboards
- Limited company snapshots
- Limited news
Plus
For investors who need essential tools to analyze portfolios & research stocks
- 10Y financials & 10Y estimates
- ETF holdings
- Stock & ETF screener
- Unlimited watchlists & screens
- Unlimited custom dashboards
- 100K+ global company snapshots
- Press releases, filings & transcripts, premium news
Premium
For investors who need advanced tools to deeply analyze markets & portfolios
- Everything in Plus
- My Portfolio advanced analytics
- Unlimited custom data
- Unlimited custom formulas
- Custom financial templates
- ETF valuation
Advisor Core
For advisors who need essential client reporting and basic custodian integration
- Everything in Premium
- Model portfolios
- Client proposals & reports (10/month)
- Client portfolios
- 1 Custodian integration
- US & Canadian mutual funds
- Mutual fund screener
Advisor Pro
For advisors who need fully customizable report pages and custodian data across multiple integrations
- Everything in Advisor Core
- Short & leveraged model portfolios
- Client proposals & reports (50/month)
- Custom report pages
- Multiple integrations
- PDF broker statement upload
- PMS integrations
- US SMAs
- Priority support
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