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Koyfin

Koyfin

Modern investment platform for advisors and investors

À propos 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.

Option gratuite

Free

0 $US par mois

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

39 $US par mois

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

79 $US par mois

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

209 $US par mois

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

299 $US par mois

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

FAQ

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Résumé des tarifs

Offre gratuite disponible
À partir de
Free plan available, Plus starts at $39/month

Catégories

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