Koyfin

Koyfin is for financial advisors, wealth managers, investment professionals, and self-directed investors who need to research markets and understand portfolio holdings. It brings market data, investment analysis, portfolio tools, and client reporting together in one platform. Research stocks, ETFs, and mutual funds using company and fund data, financial statements, valuation metrics, analyst estimates, and customizable charts. Screen stocks by criteria such as sector, performance, financials, and growth, then save results to watchlists. Market dashboards and economic data views help users follow indicators, currencies, commodities, and broader market trends. For personal investing, Koyfin can track portfolios and watchlists. Advisors can also organize client accounts and households, review holdings, allocation, performance, risk, and fund overlap, and compare portfolios with benchmarks or proposed models. They can create branded client reports and proposals with charts covering topics such as allocation, fees, risk, and performance. Koyfin may suit users seeking investment research and portfolio analysis, and advisors who want tools for client-facing reporting.

Disclaimer: WebCatalog is not affiliated, associated, authorized, endorsed by or in any way officially connected to Koyfin. All product names, logos, and brands are property of their respective owners.