MM
Maddy M.
Research analyst
Mid-Market (51-1000 emp.)
"Easy to use and looks great!"
5/5
What do you like best about Koyfin?

Interface is very user friendly and the portfolio proposal models are extremely interactive and customizable Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

I don’t love how dark everything is, it’s very black Review collected by and hosted on G2.com.

Verified User in Financial Services
CF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Data you can trust"
4.5/5
What do you like best about Koyfin?

I really like using Koyfin due to its clarity when displaying graphics. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

I would like to have the calculation behind the formulas. Review collected by and hosted on G2.com.

Sean P.
SP
Sean P.
Private Wealth Manager
Small-Business (50 or fewer emp.)
"Best Tool for Financial Advisors"
5/5
What do you like best about Koyfin?

Koyfin keeps me updated on the current market and provides great tools for portfolio analysis! Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Everything has been great so far and Rob is very responsive to all questions. 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.)
"Associate"
5/5
What do you like best about Koyfin?

It is easy to navigate and work the different portfolios. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

So far I have no complaints about this website. Review collected by and hosted on G2.com.

LL
Leon L.
Securities Specialist
Mid-Market (51-1000 emp.)
"Fully satisfied"
5/5
What do you like best about Koyfin?

Koyfin offers the broadest variety of features with a lot of data. I don't like to switch between softwares and with Koyfin I rarely have to do so. All the features and data are organized and designed in a pretty and effective may making it very nice and easy to use. I use it almost every day and if I would have to choose one software, it would be Koyfin. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

There is only one thing I dont like and this is that if you're searching a metric in the charts section, you have to be very precise otherwise Koyfin doesn't show what you're looking for. Sometimes you don't know the specific wording and have trouble finding stuff. Review collected by and hosted on G2.com.

Matt E.
ME
Matt E.
Principal
Investment Management
Small-Business (50 or fewer emp.)
"You need Koyfin if you are serious about investing"
5/5
What do you like best about Koyfin?

If you're looking for an affordable (everything is relative) option for deep investment analysis, you have to get Koyfin. I used the free version for several years and was incredibly impressed with the amount of information Koyfin provided to free users. I finally upgraded to the Pro subscription, and it just got better from there. If you're a deep equity researcher that doesn't want to break the bank, this tool is perfect. In addition, the folks at Koyfin are constantly improving on the software. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

Koyfin is starting to get deeper into the advisor market, but they are a little behind. Once they build out integrations with brokers (Schwab is all they have as of this review), the software will be pretty much perfect for me. Review collected by and hosted on G2.com.

BS
Bradley S.
Founder/Wealth Manager
Small-Business (50 or fewer emp.)
"Excellent Source of Market/Financial Data and abundant Portfolio Management Tools"
5/5
What do you like best about Koyfin?

The ability to find the data you want and arrange it in the way you want. Also appreciate Koyfin's rapid rollout of new features and tools to make the product more useful. The UI is much to my liking and the system response is immediate with no latency. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

A couple of navigational items. Would like to type in a symbol, and land on a specific page e.g. Description. Then navigate from there to any of the other pages available, e.g. Dividend or Earnings, etc. Beyond that, there is very little to dislike. Review collected by and hosted on G2.com.

Abid A.
AA
Abid A.
CEO
Small-Business (50 or fewer emp.)
"Great platform for company assessment."
5/5
What do you like best about Koyfin?

Easy to use platform for financial analysis. I use this to manage my investments. All the information is in one place, I don't have to use any other website or do any other research Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

I don't dislike anything about Koyfin.I have used both the App and the platform on browser. Review collected by and hosted on G2.com.

Tanner D.
TD
Tanner D.
Private Wealth Advisor
Small-Business (50 or fewer emp.)
"I have been very happy using Koyfin in my financial practice for analyzing securities."
5/5
What do you like best about Koyfin?

User interface and the robust features versus the bloated-ness of competitors. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

I don't have any. I have tried other financial analyzation software, and this is the best. Review collected by and hosted on G2.com.

Robert B.
RB
Robert B.
Owner, Proprietary Trader
Small-Business (50 or fewer emp.)
"Extensive Chartable Data and Portfolio Planning Tools"
5/5
What do you like best about Koyfin?

First, I have been in trading and recently portfolio management for 37 years. I have used almost every platform out there and find this one to have the most features and data for the money. I subscribe to the Pro package.

For portfolio management and analysis, I love that I can chart up to 30 years of key financial ratios and indicators on a chart to see thinks like how current PE compares to the past for a given stock. It really allows technical to blend with fundamental analysis in a way that I did not think was possible. With other platforms you are lucky to get 5 or 10 years of history - which is irrelevant if you are a long term investor and they often come at many times the cost. Customizable watchlists and model portfolios allow for back testing performance and risk and easily get dat like average dividend yield, 20 year CAGR and so on.

Another plus is that humans and often Rob Koyfman actually respond to customer support unlike other platforms at a similar price like Tradingview where - good luck if you need help.

As a result of customer response, new features according to demand are added regularly.

In short, I love the product. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

There is less technical indicator charting ability than on a platform like Tradingview. However, the more I experiment and learn the system, the more useful features I find. There is not much to dislike. Review collected by and hosted on G2.com.