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Compare FactSet Portfolio Analytics and Koyfin 
At a Glance
Market Segments
Mid-Market (50.0% of reviews)
Small-Business (87.5% of reviews)
Entry-Level Pricing
No pricing available
$0.00
FactSet Portfolio Analytics
Star Rating
(10)4.5 out of 5
Market Segments
Mid-Market (50.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about FactSet Portfolio AnalyticsKoyfin
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, boasting a significantly higher score compared to FactSet Portfolio Analytics. Users appreciate its ease of use and quality of information, making it a preferred choice for small businesses looking for a comprehensive financial analytics platform.
- According to verified reviews, Koyfin's implementation process is notably quick and intuitive, with users highlighting its plug and play methodology for generating reports and customizing model portfolios. In contrast, FactSet Portfolio Analytics, while powerful, has received feedback indicating that it may not be as user-friendly during setup.
- Users say that Koyfin's dashboard and visualization features are particularly strong, with a score that reflects its ability to present data in an accessible manner. Reviewers mention that this makes it easier for them to conduct market analysis and track investments effectively, whereas FactSet's dashboard has been described as less intuitive.
- Reviewers mention that Koyfin's support quality is highly rated, with many users feeling that they have a reliable partner in their business operations. On the other hand, while FactSet Portfolio Analytics also has a solid support rating, it does not quite match the level of satisfaction reported by Koyfin users.
- Users highlight that Koyfin is particularly well-suited for small businesses, with a majority of its reviews coming from this segment. This focus allows it to cater specifically to the needs of smaller firms, while FactSet Portfolio Analytics, which appeals more to mid-market clients, may not address the unique challenges faced by smaller organizations.
- According to recent user feedback, Koyfin's pricing structure is a significant advantage, as it offers a free entry-level option that attracts users looking for cost-effective solutions. In contrast, FactSet Portfolio Analytics does not provide clear pricing information, which may deter potential users who are budget-conscious.
Pricing
Entry-Level Pricing
FactSet Portfolio Analytics
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
FactSet Portfolio Analytics
Free Trial is available
Koyfin
Free Trial is available
Ratings
Meets Requirements
9.2
10
8.9
87
Ease of Use
7.8
10
9.2
103
Ease of Setup
7.9
7
9.4
103
Ease of Admin
7.9
7
9.2
11
Quality of Support
9.0
10
9.3
74
Has the product been a good partner in doing business?
9.3
7
9.2
11
Product Direction (% positive)
8.8
10
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
Functionality
Not enough data
Feature Not Available
Not enough data
9.3
51
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
9.1
49
Not enough data
Feature Not Available
Not enough data
8.5
31
Integration
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
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
7.3
5
9.5
51
Not enough data
Feature Not Available
Platform Content
8.3
5
Feature Not Available
9.3
5
8.6
49
Platform Data
7.7
5
9.0
49
Platform Interoperability
9.0
5
Feature Not Available
Platform Performance
8.0
5
Feature Not Available
Agentic AI - Financial Analytics
Not enough data
9.3
5
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Agentic AI - Financial Risk Management
Not enough data
Not enough data
Market 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
Analytics
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 - Fixed Income Pricing Data
Not enough data
Not enough data
Categories
Categories
Shared Categories
FactSet Portfolio Analytics and Koyfin are categorized as Financial Analytics
Unique Categories
FactSet Portfolio Analytics is categorized as Financial Risk Management and Fixed Income Pricing Data
Koyfin is categorized as Financial Research and Investment Portfolio Management
Reviews
Reviewers' Company Size
FactSet Portfolio Analytics
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
30.0%
Investment Management
20.0%
Banking
20.0%
Veterinary
10.0%
Investment Banking
10.0%
Other
10.0%
Financial Services
58.7%
Investment Management
27.9%
Capital Markets
3.8%
Banking
1.9%
Research
1.0%
Other
6.7%
Alternatives
Discussions
FactSet Portfolio Analytics has no discussions with answers
Koyfin has no discussions with answers
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