VS
Vishal S.
Associate
Small-Business (50 or fewer emp.)
"Productive financial software"
5/5
What do you like best about Koyfin?

Offers key features to support financial research in web-native format. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Customer support and new features added consistently. No negatives in my use thus far. Review collected by and hosted on G2.com.

Tariq D.
TD
Tariq D.
Investment adviser
Small-Business (50 or fewer emp.)
"The first financial markets page I open every day"
5/5
What do you like best about Koyfin?

Koyfin has constantly improved to become my first go-to for any data I need about global stocks and ETFs, with tons of fundamental and analyst estimate data, Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

I'd love to see more data on bonds and non-US funds. Review collected by and hosted on G2.com.

Kenneth K.
KK
Kenneth K.
Small-Business (50 or fewer emp.)
"Exceptional model portfolio capabilities"
5/5
What do you like best about Koyfin?

We were seeking an affordable solution that could handle both our security research AND monitoring our model portfolios using a target percentage for each holding (rather than dollars or shares and having to feed every transaction). The implementation is simple and works very well, providing all the metrics we need to monitor our investment strategy. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

We'd love to see an integration between the watchlists and the model portfolios. Manually creating watchlists when we have already entered the securities in a model is extra work. I suspect they will address this soon...easy fix. Review collected by and hosted on G2.com.

Verified User in Investment Management
UI
Verified User in Investment Management
Small-Business (50 or fewer emp.)
"Well priced financial tools! An excellent BB replacement - my primary dashboard and research tool."
5/5
What do you like best about Koyfin?

Koyfin is robust but still user-friendly. It is extremely customizable while not being overwhelming or difficult to use. It's my primary tool for tracking portfolios, research, charting, etc, Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

I'd like to see more options for client-facing reports. These seem to be in the pipeline and I'm ok to wait while the team releases new features. Review collected by and hosted on G2.com.

Kris M.
KM
Kris M.
President
Small-Business (50 or fewer emp.)
"Must have portfolio analysis tool"
5/5
What do you like best about Koyfin?

I can very quickly get a detailed review of stocks, ETFs and Mutual Funds that would take me much longer on Morningstar. In addition it provides news, and information similar to my Bloomberg Terminal for a much lower pricetag. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Haven't found anything to complain about yet. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Koyfin is a cost effective market data and research tool that has become indispensable to me."
5/5
What do you like best about Koyfin?

The user interface is fantastic, no need to read a manual as it can be used immediately. It is very reliable as I have never experienced any down time. It runs all day on one screen. Could not invest without it at this point. Very easy to integrate my data and export what I need. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

The only downside for myself is the lack of futures prices, but they are not that relevant for long term value investing that I do. Review collected by and hosted on G2.com.

Justin N.
JN
Justin N.
Investment Associate, Family Office Services
Small-Business (50 or fewer emp.)
"Excellent tool for lean advisor teams doing high level analysis"
5/5
What do you like best about Koyfin?

Continuously shipping new features. Ability to quickly generate charts with multiple securities and customizable watchlists/portfolios. Great daily driver for keeping up with markets and ad hoc analysis. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Exporting financial data for equity analysis is more cumbersome than a more expensive alternative like Bloomberg. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Great software at a reasonable price"
4.5/5
What do you like best about Koyfin?

Koyfin has a great UI that makes it easy to navigate and understand Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

No real negatives to mention that I dislike Review collected by and hosted on G2.com.

CW
Christine W.
Financial Services
Small-Business (50 or fewer emp.)
"Excellent toolset, priced to compete with a Bloomberg Terminal"
5/5
What do you like best about Koyfin?

Amazing graphing and watchlist monitoring, highly customizable, easy to export for outside analysis, development of new features is constant, good mix of tools to serve both equity traders and more traditional financial advisors. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Anything that doesn't feel quite right the team is immediately on it, feedback and improvements are excellent. Review collected by and hosted on G2.com.

Corey W.
CW
Corey W.
CIO
Small-Business (50 or fewer emp.)
"Excellent offering for the price, excellent customer service and desire to continue improving."
5/5
What do you like best about Koyfin?

Visual appeal, user friendly, customer service, response to requests for new features, price. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Would like to be able to import custom asset return streams, which is something they're working on. If customers request something, they work on adding it ASAP. Review collected by and hosted on G2.com.