Koyfin Reviews & Product Details

The research functionality is excellent for the work we do at the fund. Having deep fundamentals, estimates, ownership data, and charting all in one platform saves a huge amount of time compared to jumping between multiple tools. The ability to build custom screens and track specific metrics across companies makes due diligence and idea generation much faster, and the depth of data feels institutional-grade without the institutional-grade price tag. Review collected by and hosted on G2.com.

There's a learning curve to unlocking the full power of the platform — some of the more advanced screening and customization features aren't immediately intuitive, and it took some time exploring menus to find where certain data points or settings live. Review collected by and hosted on G2.com.

It was easy to learn my way around the platform and what it had to offer. The youtube tutorials were in-depth and got me excited about the product just as much as it taught me about it. The layout and clean terminal made it easy to read, organize, compare, and track data. The depth and width of its comparison software, news, metrics, fundamentals, descriptions, and docs/filings was absolutely incredible. It was so much that I am still a bit overwhelmed, but that is exactly how I want to feel with a platform like this. The pricing is incredible for what it offers. Data is expensive and quality data even more so. The site is snappy and performs extremely well even if I have numerous stocks and metrics being displayed on a single screen. Review collected by and hosted on G2.com.

I wish their was more ai integration. However, I know that would drive up the price and would take away my ability to double check my research. If I were using AI I would feel I would have to double check the data myself, which kind of defeats the point. Review collected by and hosted on G2.com.

The multi-factor dashboard is very interactive for analysts who want to check the performance of any asset or index at a given time. Another strong point is the inclusion of most of the market, along with an excellent graphing tool that makes it easy to compare assets clearly and effectively. Review collected by and hosted on G2.com.

I had a very good experience with all the features. However, it would be better if the beta range were more flexible. For example, if someone wants a 3-year beta on a monthly basis, that could be a problem for them. Also, I’m not sure whether it is levered or unlevered that is not defined, could be case improvement. Review collected by and hosted on G2.com.

Easy to use and straightforward to understand compared with other trading software like FactSet or Bloomberg. I also like that it’s web-based, which makes it convenient to access and use. Review collected by and hosted on G2.com.

I’m not able to combine ETFs, mutual funds, and individual companies into a single screener. For example, if I want to compare the relative performance of the ETFs in my portfolio against individual companies, and find new ones, I can’t mix them together within one screening tool. Also, not being able to export the screening financial data to Excel is a bit of a bummer. Review collected by and hosted on G2.com.

As a financial advisor managing model portfolios, I really like the Model Portfolio, Client Portfolio, and Watchlist features. They make it easy to get a high-level overview of how my clients are performing, and they also help me track the performance of my portfolio’s underlying holdings without much effort. The UI is also very clean and easy to navigate. Review collected by and hosted on G2.com.

There is not much to dislike, however, the fixed income analysis can tend to be a little 'light'. Review collected by and hosted on G2.com.

The combination of an intuitive interface, in concert with a surprisingly robust scope of available capital markets/macroeconomic data, make Koyfin a solid choice for those seeking to optimize the balance between out of pocket cost and depth of available financial analytics. Review collected by and hosted on G2.com.

As a former Factset and Bloomberg user, the lack of an Excel add-in/plug-in is something I'm still struggling with integrating into my daily workflow. Review collected by and hosted on G2.com.

The valuation metrics and the forward estimates. Review collected by and hosted on G2.com.

The least helpful part for me is that Koyfin doesn’t provide the same depth of data, research, and analytics as Bloomberg or FactSet, particularly for more institutional-level workflows.

I’ve also found that its fixed-income coverage and more specialized analytics are somewhat limited compared with what I’d expect from premium institutional platforms.

Overall, while it’s excellent for research and monitoring, I still need other tools for portfolio management, trading, and certain types of advanced analysis. Review collected by and hosted on G2.com.

It’s easy to produce meaningful reports, compare results, and present them clearly to clients. I also like being able to screen existing portfolios and generate recommendations in an easy-to-understand format. Review collected by and hosted on G2.com.

The desktop could be more thoughtfully designed so it’s easier to find specific information and submit a report. Review collected by and hosted on G2.com.

Great layout and design, with plenty of features available across the different pricing tiers. It’s intuitive to use, and the information provided is accurate. Review collected by and hosted on G2.com.

Nothing really, even the free tier has lots of great functionality to start/test it out. Paid tiers are well priced. Little that I would change. Review collected by and hosted on G2.com.

There's a lot i like about Koyfin, if I had t narrow it down to 3 things it would be: 1. Incredibly fast/ responsive/ and intuitive UI, 2. Clean data, exactly what we need for security analysis at our firm, 3. The reporting feature -- more than just a value-add, this could be a stand-alone product on its own. Review collected by and hosted on G2.com.

Things that could be imrpoved:

1. Industry-Specific metrics, e.g., NIM for Financials

2. Futures data--at least for the macro charts (Major indicies, commodities, etc.).

3. Fixed Income data would be nice. Review collected by and hosted on G2.com.