I like Koyfin's user interface and functionality, as it really helps in managing investments and stocks. Having stock and ETF watch lists makes tracking very easy, and putting together reports for clients is simple. The pricing, simplicity, and functionality were also key factors in deciding to switch from MorningStar. Plus, the initial setup was very easy, especially with the introduction video. Review collected by and hosted on G2.com.

The complexity is sometimes overwhelming, but I feel like that just comes with time using the software. Review collected by and hosted on G2.com.

I enjoy how user friendly the platform is. In our line or work, when you need something done, you can find a solution fast. Also, the team has been very helpful in showing us new features, letting us test features, and reaching out when needed. Review collected by and hosted on G2.com.

I think the charting software could be better and have more features. I also think some of the model portfolio tools could be upgraded like benchmarking. Review collected by and hosted on G2.com.

Koyfin’s integration with altruist is so fast and seemless! I really love all the customization to pull key data I need to help clients understand what is going on with their portfolios Review collected by and hosted on G2.com.

as of now u don’t have any dislikes. Maybe it has too many features and can get confusing at times with all the data Review collected by and hosted on G2.com.

I like using Koyfin for portfolio tracking and performance analysis, specifically for its ability to compare performance against benchmarks. I also find the security analysis feature valuable, and I'm quite pleased with the overall experience, as I mentioned I like everything. Additionally, the initial setup was easy. Review collected by and hosted on G2.com.

I can't track sold stocks and realized profits and it would be great if I could track options. Review collected by and hosted on G2.com.

i like best its balance between power and usability Review collected by and hosted on G2.com.

limited coverage in some asset classes (eg. certain derivatives) Review collected by and hosted on G2.com.

I have tried many different options for portfolio reviews, creation and proposals and Koyfin has been the best solution. It is easy to create individual portfolios, household groupings and to compare current vs proposed portfolios. The team at Koyfin has been great to work with and has been responsive to adding additional features when requested. I use Koyfin on a daily basis to track positions, provide information for clients on questions they have around stocks and ETF's they are looking into and to stay on top of the trending market news. Review collected by and hosted on G2.com.

As much as I love the look of Koyfin, sometimes there is just to much information displayed for me to quickly find exactly what I am looking for. Review collected by and hosted on G2.com.

I like using Koyfin for investment research because it provides information on tickers. I really appreciate the performance charts and watchlists, as they help me track my holdings. The initial setup of Koyfin was very easy. Review collected by and hosted on G2.com.

There are not any features that I dislike. Review collected by and hosted on G2.com.

The software is intuitive and robust. It provides me with all the data I need to function in my role as a wealth manager. In particular, the portfolio and household reporting function is very straightforward and allows for very valuable discussions with clients. I really like the format. Review collected by and hosted on G2.com.

They continue to improve the functionality but at times it can feel clunky and not as smooth. It's still a work in progress and they build out the functionality from just a data platform to one that advisors can use for tracking, monitoring and reporting purposes. Review collected by and hosted on G2.com.

Scope of available financial data and user friendly UI. Review collected by and hosted on G2.com.

No excel plug-in and no international filings. Review collected by and hosted on G2.com.

The interface, the breadth of options, and the customizable widgets in the dashboard. Review collected by and hosted on G2.com.

It can be a little cumbersome navigating between the different pages. Review collected by and hosted on G2.com.