Zach M.
ZM
Zach M.
Wealth Manager
Small-Business (50 or fewer emp.)
"Koyfin is a gamechanger"
5/5
What do you like best about Koyfin?

Koyfin gives me a macro and micro view of all things investment/economics that I've never previously had. There's a ton of functionality and I've only been using the software for a month or so; therefore, lots more to learn. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

I would've liked to have had a tutorial with someone upon signing up but there's always YouTube... Review collected by and hosted on G2.com.

Dan M.
DM
Dan M.
Director
Management Consulting
Small-Business (50 or fewer emp.)
"Wonderful Feature-Ruch Product"
4/5
What do you like best about Koyfin?

Koyfin has all of the advanced tools you'd expect from a much more expensive market data provider - and more - for a fraction of the cost. The data is incredibly easy to use, format, digest, and export into any other program or dashboard. I use it all the time for personal and professional reasons and would recommend to anyone. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Additional market data on company firmographics would be helpful Review collected by and hosted on G2.com.

Skylar H.
SH
Skylar H.
CIO
Small-Business (50 or fewer emp.)
""Bloomberg lite" Affordable, reliable and growing market platform."
5/5
What do you like best about Koyfin?

A colleague recommended Koyfin, and I am glad I found it. It's a great platform for monitoring markets. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

A chat feature would be great, and they are still working on certain areas like portfolio integration. 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.)
"Easy to Use, Informative, and Great Value"
5/5
What do you like best about Koyfin?

Ease of use, quality of information, good price point. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Everything is working very well so far. No complaints or issues. 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.)
"Lots of Data and Very User Friendly"
5/5
What do you like best about Koyfin?

The most helpful feature of Koyfin is the easy to use and easy to understand interface Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

The only thing I dislike about Koyfin is I wish that they had more filters for the stock screening tool. This is a very personalized issue but it's really the only thing I feel is missing. Review collected by and hosted on G2.com.

Christian T.
CT
Christian T.
Partner
Small-Business (50 or fewer emp.)
"Everything I was looking for"
5/5
What do you like best about Koyfin?

I was looking for a replacement for FactSet for my personal accounts and a friend recommended Koyfin. I have just started using it and am very impressed with its range of data and function. I especially like the charting function and layouts. I can keep track of a full range of credit spreads, stocks, bond yields, FX and market indices. Koyfin has spent a lot of time on design and functionality. Set up was quick and intuitive navigation. I love it & use it multiple times a day Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

I’d like an easier way to save graphs as discrete files and to manage graphs with ratios (e.g. A/B to create more from the data sets. I haven’t figured it out yet! I’d also like a desktop app version so I don’t have to keep the browser open. 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.)
"Broad coverage, good data, most features I need"
4/5
What do you like best about Koyfin?

Koyfin offers a lot of functionality for the fraction of the price of an institutional-grade platform like Sentieo/AlphaSense or Factset. Charting is easy, screening is probably the most intuitive of any solution I've used, and it's a flexible way to view financials. The watchlist customization is also great. The customization offered in the paid tiers is both meaningful and useful. I also appreciate the keyboard shortcuts. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Not being able to download financials to Excel is a real drawback. Downloading financials and filings from the same platform I screen, look at charts and financials, and keep up to date would be ideal. The iPhone app does not have enough functionality for me at the moment, but it is at least responsive, visually appealing, and uncluttered. Review collected by and hosted on G2.com.

Verified User in Financial Services
IF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Great Portfolio Proposal Platform"
4.5/5
What do you like best about Koyfin?

Right away I liked the home dashboard that provides you with a live feed of how the markets are performing. It’s ability to integrate with custodial platforms like Schwab makes it easy to generate portfolio proposals and streamline our existing processes. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

I would like to see more data feeds that can found on platforms like Y charts. Review collected by and hosted on G2.com.

DC
Doug C.
Manager
Small-Business (50 or fewer emp.)
"Provides a High % of the function of the big platforms at a Low % of the Cost with a good interface"
5/5
What do you like best about Koyfin?

Combined with the emergence of AI, it provides a great platform from which to do comprehensive and timely research on Equity and other securities Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Don't expect it to have all the functionality of a $2000/seat Large Institutional Competitor Review collected by and hosted on G2.com.

Verified User in Capital Markets
UC
Verified User in Capital Markets
Mid-Market (51-1000 emp.)
"Amazing experience"
5/5
What do you like best about Koyfin?

Easy to use. Very user friendly. Lots of information available to customize watchlists and what you can want to see about the securities you want to follow Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

If you know what you are doing, it’s very easy to use. Review collected by and hosted on G2.com.