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Compare Altruist and Koyfin 
At a Glance
Market Segments
Small-Business (100.0% of reviews)
Small-Business (87.5% of reviews)
Entry-Level Pricing
No pricing available
$0.00
Altruist
Star Rating
(16)5.0 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about AltruistKoyfin
Star Rating
(110)4.8 out of 5
Market Segments
Small-Business (87.5% of reviews)
Pros & Cons
Entry-Level Pricing
$0.00
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Koyfin excels in overall user satisfaction, reflected in its higher G2 Score of 66.76 compared to Altruist's 46.8. Users appreciate Koyfin's ease of use and comprehensive features for market analysis and investment tracking.
- Users say Koyfin's platform is particularly user-friendly, with one reviewer highlighting its intuitive report generation and customizable model portfolios, making it a preferred choice for those seeking efficiency in their investment management.
- According to verified reviews, Altruist shines in providing high-quality support and a clean, advisor-focused interface. Users commend its seamless account opening and transfer processes, which significantly reduce time spent on administrative tasks.
- Reviewers mention that while Koyfin has a strong presence in the small-business market, Altruist's focus on advisors and its commitment to continuous improvement resonate well with users transitioning to independent practices.
- Users highlight that Koyfin's market analytics capabilities are robust, but some find Altruist's platform to be more streamlined and less cluttered, which can enhance productivity by minimizing distractions during daily operations.
- G2 reviewers note that while Koyfin has a larger number of reviews, indicating a broader user base, Altruist's recent feedback suggests it is rapidly evolving and gaining new capabilities, making it a compelling option for those looking for a modern custodian and portfolio management solution.
Pricing
Entry-Level Pricing
Altruist
No pricing availableKoyfin
Free
$0.00
The ultimate beginner package; everything you need to get started gaining insight on your investments
- 2Y financials & 1Y estimates
- My Portfolio
- Advanced charting
Free Trial
Altruist
No trial information availableKoyfin
Free Trial is available
Ratings
Meets Requirements
9.2
10
8.9
87
Ease of Use
9.8
10
9.2
103
Ease of Setup
Not enough data
9.4
103
Ease of Admin
Not enough data
9.2
11
Quality of Support
10.0
10
9.3
74
Has the product been a good partner in doing business?
Not enough data
9.2
11
Product Direction (% positive)
10.0
8
9.9
87
Features by Category
Financial Information
Not enough data
9.4
71
Not enough data
8.3
70
Analysis
Not enough data
9.3
70
Not enough data
9.2
70
Not enough data
8.1
68
Not enough data
Feature Not Available
Not enough data
7.1
66
Market News
Not enough data
7.8
65
Not enough data
9.1
68
Not enough data
8.1
67
Platform Basics
Not enough data
8.4
66
Not enough data
Feature Not Available
Agentic AI - Financial Research
Not enough data
8.1
6
Market Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Trading Operations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Brokerage Trading Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
9.7
5
Feature Not Available
5.0
5
9.3
51
9.3
5
Feature Not Available
9.4
6
Feature Not Available
8.9
6
9.1
49
Feature Not Available
Feature Not Available
Not enough data
8.5
31
Integration
8.1
6
Feature Not Available
Feature Not Available
Feature Not Available
6.1
6
Feature Not Available
Agentic AI - Investment Portfolio Management
Not enough data
9.3
5
Not enough data
8.7
5
Not enough data
8.7
5
Not enough data
9.0
5
Platform Additional Functionality
Not enough data
9.5
51
Not enough data
Feature Not Available
Platform Content
Not enough data
Feature Not Available
Not enough data
8.6
49
Platform Data
Not enough data
9.0
49
Platform Interoperability
Not enough data
Feature Not Available
Platform Performance
Not enough data
Feature Not Available
Agentic AI - Financial Analytics
Not enough data
9.3
5
Platform Additional Functionality
10.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Platform Data
9.7
5
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
10.0
5
Not enough data
Categories
Categories
Shared Categories
Altruist and Koyfin are categorized as Investment Portfolio Management
Unique Categories
Altruist is categorized as Brokerage Trading Platforms and Investment Accounting
Koyfin is categorized as Financial Research and Financial Analytics
Reviews
Reviewers' Company Size
Altruist
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Koyfin
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
81.3%
Investment Management
18.8%
‐
‐
‐
Other
0.0%
Financial Services
58.7%
Investment Management
27.9%
Capital Markets
3.8%
Banking
1.9%
Research
1.0%
Other
6.7%
Alternatives
Discussions
Altruist has no discussions with answers
Koyfin has no discussions with answers
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