Koyfin Reviews & Product Details

Koyfin’s integration with altruist is so fast and seemless! I really love all the customization to pull key data I need to help clients understand what is going on with their portfolios Review collected by and hosted on G2.com.

as of now u don’t have any dislikes. Maybe it has too many features and can get confusing at times with all the data Review collected by and hosted on G2.com.

I have tried many different options for portfolio reviews, creation and proposals and Koyfin has been the best solution. It is easy to create individual portfolios, household groupings and to compare current vs proposed portfolios. The team at Koyfin has been great to work with and has been responsive to adding additional features when requested. I use Koyfin on a daily basis to track positions, provide information for clients on questions they have around stocks and ETF's they are looking into and to stay on top of the trending market news. Review collected by and hosted on G2.com.

As much as I love the look of Koyfin, sometimes there is just to much information displayed for me to quickly find exactly what I am looking for. Review collected by and hosted on G2.com.

The software is intuitive and robust. It provides me with all the data I need to function in my role as a wealth manager. In particular, the portfolio and household reporting function is very straightforward and allows for very valuable discussions with clients. I really like the format. Review collected by and hosted on G2.com.

They continue to improve the functionality but at times it can feel clunky and not as smooth. It's still a work in progress and they build out the functionality from just a data platform to one that advisors can use for tracking, monitoring and reporting purposes. Review collected by and hosted on G2.com.

I like how all the necessary information is well organized. Review collected by and hosted on G2.com.

It's a very comprehensive platform, but it would be even better if they integrated Monte Carlo simulations for portfolio analysis and projections. Review collected by and hosted on G2.com.

The Market Drawdown feature really highlights the impact of a properly designed asset allocation in times of market stress! It is easy and quick to enter client holdings and generate a proposal against a selected model or asset allocation.

I will be using this with every financial plan that I create! So far, the process has been very intuitive to use and set up. Review collected by and hosted on G2.com.

It would be better with a Household function, where you can select multiple accounts to be consolidated into one report summary, showing the entire relationship's current performance.

Currently, you have to reenter all the data into a new portfolio, including each subaccount. This method does not allow proposals to be generated from selected subaccounts in the consolidated portfolio. Review collected by and hosted on G2.com.

I like how much information Koyfin provides. The analytic screens are particularly helpful and provide great information. Review collected by and hosted on G2.com.

Only downside I have run into, it not being able to create portfolios that include bonds. I guess you can only create portfolios with equities. Review collected by and hosted on G2.com.

Koyfin is an exceptional financial analytics platform that delivers powerful investment research tools for both retail and professional investors. Developed by ex-Wall Street professionals, this web-based platform offers an impressive array of features that make market analysis intuitive and comprehensive. Extensive Data Coverage: Access to hundreds of thousands equities worldwide, FX, and bond markets with up to 10 years of historical data. Advanced Analytical Tools. Customizable dashboards, real-time market insights, and powerful screening capabilities. Offers a robust free plan with very reasonable options to upgrade for more advanced features. What makes Koyfin exceptional is its ability to provide professional-grade financial research at an accessible price point. Whether you're an intermediate investor or a seasoned professional it's a very usueful platform. Review collected by and hosted on G2.com.

I have not found any downsides to using Koyfin over the past three years. Review collected by and hosted on G2.com.

Koyfin gives me a macro and micro view of all things investment/economics that I've never previously had. There's a ton of functionality and I've only been using the software for a month or so; therefore, lots more to learn. Review collected by and hosted on G2.com.

I would've liked to have had a tutorial with someone upon signing up but there's always YouTube... Review collected by and hosted on G2.com.

Koyfin has all of the advanced tools you'd expect from a much more expensive market data provider - and more - for a fraction of the cost. The data is incredibly easy to use, format, digest, and export into any other program or dashboard. I use it all the time for personal and professional reasons and would recommend to anyone. Review collected by and hosted on G2.com.

Additional market data on company firmographics would be helpful Review collected by and hosted on G2.com.

A colleague recommended Koyfin, and I am glad I found it. It's a great platform for monitoring markets. Review collected by and hosted on G2.com.

A chat feature would be great, and they are still working on certain areas like portfolio integration. Review collected by and hosted on G2.com.