Koyfin
koyfin.comA modern investment platform for advisors and investors.
Finance & Fintechfinancial-datainvestment-researchportfolio-analysisequity-screenermarket-datadashboardsfinancial-advisors
About
Koyfin is a comprehensive financial data and analysis platform designed for financial advisors, investment research teams, and individual investors. It provides tools for market research, portfolio analysis, equity screening, and the creation of client-ready reports, covering assets including stocks, ETFs, mutual funds, forex, bonds, and cryptocurrencies. The platform features customizable dashboards, advanced charting, macro dashboards, and AI-assisted insights in a single unified interface.
Problem
Investors and advisors need a single, comprehensive platform to research markets, analyze portfolios, and produce client reports without juggling multiple expensive tools.
For
Financial advisors, investment research teams, and individual investors
How it works
Koyfin aggregates global financial data across multiple asset classes into a customizable, web-based platform with dashboards, screening tools, advanced charts, and AI-powered summaries.
Business model
freemium
Status
launched
Company
Koyfin