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Koyfin description
Koyfin is a financial market analysis platform designed for investors of all levels. It offers comprehensive data and tools, including live market data, customizable dashboards, advanced graphing, and financial analysis. Koyfin provides global coverage of various asset classes, such as stocks, ETFs, mutual funds, and cryptocurrencies. Its user-friendly interface and customizable features aim to simplify market research and portfolio management. Koyfin offers different pricing plans to accommodate individual investors, professionals, and enterprises.
Who is Koyfin best for
Koyfin is a cost-effective financial markets platform ideal for individual investors and professionals. Users praise its user-friendly interface, comprehensive data, and customizable dashboards. However, some note limitations in fixed income data and broker integrations. Consider Koyfin if you seek an affordable, all-in-one platform but be aware of its limitations.
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Best for small businesses, less suitable for medium and enterprise companies.
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No data available about industry fit.
Koyfin features
| Supported Koyfin allows creating custom dashboards with widgets like watchlists, charts, and news. |
| Supported Koyfin supports comparable company analysis with features like watchlists, financial analysis tools, and graphing. |
| Supported Koyfin supports equity screening with filters for market cap, sector, industry, and financial metrics. |
| Supported Koyfin offers powerful charting, customization, sharing, and dashboard integration. |
| Supported Koyfin offers advanced charting tools, including technical indicators and customization options. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Koyfin reviews
We've summarised 32 Koyfin reviews (Koyfin TrustPilot reviews and Koyfin G2 reviews) and summarised the main points below.
- User-friendly interface and easy navigation.
- Comprehensive data and tools for various asset classes.
- Affordable pricing compared to competitors like Bloomberg.
- Customizable dashboards and advanced graphing.
- Constantly improving and adding new features.
- Lack of comprehensive data for fixed income and historical data.
- Limited integrations with brokers.
- Data can sometimes take a day or two to update.
- Needs stock option data and a way to track positions.
- Model portfolio feature is relatively new and not as full-featured.
- News feed could be more robust.
- Regulatory filings for non-US companies are lacking.
- Excel integration is missing.
- No student plans available.
Koyfin pricing
The commentary is based on 18 reviews from Koyfin G2 reviews.
Koyfin is praised for its affordability and value, offering a wealth of financial data and research tools at a reasonable price point. Users highlight its cost-effectiveness compared to Bloomberg or FactSet, making it an attractive option for investors seeking comprehensive data without the hefty price tag.
Users sentiment
See the Koyfin pricing page.
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Koyfin has a free plan.
Free
2Y financials & 1Y estimates, Fundamental charting, 2 watchlists & portfolios, Market & macro dashboards, 2 screens, Economic & earnings calendar, Limited company snapshots, Web-based news
Plus
10Y financials & 10Y estimates, Filings & transcripts, 10 custom formulas, 1 custom financial template, Stock & ETF screener, ETF holdings, 100K+ global company snapshots, Premium news & press releases
Pro
Everything in Plus, Model portfolios, US & CA mutual fund data, ETF valuation, Mutual fund screener, Mutual fund holdings, Unlimited custom formulas, Unlimited financial templates
Advisor Pro
Everything in Pro, Client proposal PDFs (200/month), Portfolio & fund PDFs (200/month), Client portfolios hub, Schwab integration, Model portfolio sleeves, Model portfolio data download, Priority support
Koyfin alternatives
YChartsBetter for investor reporting and performance tracking. Has slower momentum. More positive user reviews on G2, Trustpilot, and Glassdoor. Praised for customer support and ease of use but has limited international data.Read more
AumniBetter for venture capital and private equity firms needing portfolio management and document automation. Aumni is growing faster. More focused on automating due diligence and reporting.Read more
Panaya Change IntelligenceBetter for managing software updates and changes, particularly for SAP, Oracle, or Salesforce systems. Focuses on risk reduction and automated testing.Read more
Morningstar DirectBetter fit for institutional investors. Has slower momentum and more negative reviews on pricing. Data accuracy issues, clunky interface, and slow support are common complaints. Koyfin alternative, Morningstar competitor.Read more
S&P Capital IQ ProBetter for researching public companies. Focuses on in-depth financial data, valuations, and competitor insights.Read more
SAP Analytics CloudBetter for enterprise planning and business intelligence. More suitable for large enterprises. Stronger customer service and easier to use, but potentially slower performance and more difficult implementation. More expensive.Read more
Koyfin FAQ
What is Koyfin and what does Koyfin do?
Koyfin is a financial markets platform offering comprehensive data and tools for investors of all levels. It provides live market data, customizable dashboards, advanced graphing, and financial analysis across various asset classes, including stocks, ETFs, mutual funds, and cryptocurrencies. Koyfin's user-friendly interface simplifies market research and portfolio management.
How does Koyfin integrate with other tools?
Koyfin offers limited integrations, primarily focusing on data imports. Users have noted the absence of broker integrations and Excel integration, which may limit connectivity with other tools in some workflows.
What the main competitors of Koyfin?
Koyfin competes with platforms like YCharts, Morningstar Direct, and Aumni. These platforms offer similar features such as market research, portfolio management, and financial analysis tools. However, Koyfin differentiates itself through its user-friendly interface and affordability.
Is Koyfin legit?
Yes, Koyfin is a legitimate financial market analysis platform. It offers valuable tools and data for investors, with positive reviews highlighting its user-friendly interface and comprehensive resources. While some users mention limitations in data coverage, Koyfin is generally considered safe and reliable for market analysis.
How much does Koyfin cost?
Koyfin's pricing includes a free plan, Plus at $39/month, Pro at $79/month, and Advisor Pro at $179/month. Annual plans offer cost savings. Enterprise pricing is available upon request. Is Koyfin worth it? It depends on your needs, with the free plan offering substantial resources for casual investors.
Is Koyfin customer service good?
Koyfin's customer service is highly praised by users. Reviews frequently mention the helpful and responsive support team, highlighting their commitment to addressing user questions and incorporating feedback for continuous improvement and innovation.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.