I was using YCharts and this tool can do everything YCharts can do at a much more competitive price. I'm excited about this tool going into 2025 Review collected by and hosted on G2.com.

I wish I could customize certain panels more. Review collected by and hosted on G2.com.

The ability to have both economic data and asset specific data in one place has allowed me to consolidate systems Review collected by and hosted on G2.com.

At times the charting options can be confusing. Review collected by and hosted on G2.com.

The data aggregated by the platform is both broad and deep and spans multiple critical markets. Datapoints are easy to access, and the overall UI is easy to access/ tweak. The platform also allows easy CSV extraction for offline data crunching. Review collected by and hosted on G2.com.

There could be a bit more to be added on macroeconomic indicators, forecasts vs. actuals, calendars to track key indicators that will be published during the next 1-2 weeks. Review collected by and hosted on G2.com.

Short of having access to real-time pricing data on a legit trading platform, Koyfin is an excellent resource we utilize continuously. We rely on Koyfin for performance attribution, exposure information, and fundamental data across global asset classes, sub-asset classes, sectors, and various market segments. Ditto for all of our publicly-traded holdings, whether ETFs, common shares, or mutual funds. We use the download features to drop data into our own spreadsheets to organize/chart data as we prefer, but Koyfin offers great/customizable charts/graphs as well. Appreciate the platform's functionality and the way we can create our own dashboards and screen templates. Great tool that improves our productivity by helping us stay informed efficiently... Review collected by and hosted on G2.com.

As a reasonably early user of the platform, we've encountered some glitches here and there, but these are usually fixed in short order. Rob and his team are very responsive when issues pop up. That makes all the difference in the world. Review collected by and hosted on G2.com.

Koyfin provides an easy way to research stocks, with near instant access to the latest earning transcripts, analyst ratings, and key financial figures. Stocks can be added to a watchlist for easy tracking, which itself can be customized with hundreds of metrics (e.g. adjusted EBITDA ).

The product is affordable and the interface is intuitive, unlike Yahoo Finance, Google Finance, etc. Review collected by and hosted on G2.com.

There are new features being launched all of the time, which can be confusing. The company has done a good job of offering educational seminars, but it can be time-consuming to learn and incorporate into existing work flow.

Koyfin could offer more features targeted at analysts (as opposed to traders), such as filing comparison, insider transactions). Review collected by and hosted on G2.com.

The ease of use is what keeps me going back to Koyfin. At the first question about a stock or a market, I find myself going to Koyfin first and foremost above all others. Review collected by and hosted on G2.com.

There need to be more embedded primers on how to leverage the functionality. Apart for seeing webinars on Youtube, you have to hunt and peck to uncover a lot of the features. Review collected by and hosted on G2.com.

interface, customer support, compactness Review collected by and hosted on G2.com.

no student plans, no connection to excel Review collected by and hosted on G2.com.

Research tools, analysis, portfolio management, watchlists. Staff is responsive and really works to imrove requests for users. Review collected by and hosted on G2.com.

There is nothing to dislike about Koyfin Review collected by and hosted on G2.com.

Koyfin grabs all the financial data that I used to painstakingly assemble from multiple sources and places them at my fingertips. In addition, the powerful charting allows me to visualize relationships that I used to do manually in Excel. I find it a tremendous time-saver! Review collected by and hosted on G2.com.

The biggest downside is that features get added at a decent pace. It is difficult for me to understand how to use the enhancements without carefully going through provided video tutorials. Review collected by and hosted on G2.com.

Often a client will reach out with a question about a specific topic.or a specific topic. I can quickly and easily pull up data about it while they're talking and add value right away.

Also they regularly updating the platform and adding new features. Review collected by and hosted on G2.com.

Initially, it took me some time to learn how to use the product and navigate t he system, but they have since provided several resources such as videos. Review collected by and hosted on G2.com.