About 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.
Pricing
Full pricing pageFree
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
FAQ
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