2025-10-30
How to create proposals using custodian & PMS data
Financial advisors can connect custodian and PMS systems like Schwab or Orion to import client data, analyze portfolios, and build branded proposals in minutes with Koyfin.
Blog
2025-10-30
How to build proposals from PDF statements
Financial advisors can use Koyfin to upload client PDF statements, extract holdings and values, analyze portfolios, and build branded proposals in minutes.
2025-10-15
How to build client proposals in minutes
A step-by-step guide showing how financial advisors can automate client proposal creation using Koyfin.
2025-09-29
How to Screen for Dividend Growth Stocks in 2025
A practical guide to screening for dividend growth stocks using clear thresholds for dividend history, dividend growth rate, payout ratio, fundamentals, and leverage, plus ready-to-run Koyfin screeners and a simple workflow to review results.
2025-08-18
4 Best Platforms for Portfolio Management, Client Reports & Proposals (2025)
A comparison of top platforms for portfolio management, client reports, and proposals, highlighting client data import, household organization, analytics, and visual comparisons.
2024-08-07
6 Best Model Portfolio Tools for Financial Advisors (2025)
A detailed comparison of model portfolio software for financial advisors, covering features like portfolio construction, rebalancing, risk analysis, and client reporting across leading platforms.
2024-05-24
How to Create Your Screener
Find the best stocks by creating a custom screener that filters data based on financials, valuation, and performance indicators.
2024-05-15
How to Create Your Own Watchlist
Master stock evaluation by creating a stock watchlist with analyst ratings, real-time alerts, and valuation data
2024-04-05
8 Best Platforms for Earnings Calendar
Discover the top earnings and economic calendar platforms for detailed, customizable investment tracking.
2024-03-26
8 Platforms for Earnings Estimates, Price Targets, and Analyst Ratings
Explore the top platforms for detailed financial analysis on earnings estimates, price targets, and analyst ratings. Find your ideal investment tool.
2024-02-25
10 Best Stock Analysis Mobile Apps
Investors can stay ahead with mobile apps, tracking markets on the move. We spotlight 10 leading apps, each with unique advantages.
2024-02-01
7 Top Earnings Call Transcripts Platforms
The article lists platforms known for their broad coverage of earnings call transcripts and other key financial events.
2024-01-25
10 Best Stock Charting Software
The article points out the best and most user-friendly charting software for investors, focusing on easy-to-use and affordable options.
2024-01-04
8 Best Stock Screeners
Stock screening is key for smart investing. We've pinpointed top stock screeners that are not only easy to use but also budget-friendly.
2023-12-19
10 Best Bloomberg Terminal Alternatives
Gain insights into the Bloomberg Terminal alternatives available today. Understand each platform's key offerings and value proposition to find the right choice for your needs.
2023-11-23
7 Best Treasury ETFs
Discover top Treasury ETFs that are gaining attention in 2023's rising interest rate environment.
2023-10-26
10 Best Vanguard ETFs
Explore top Vanguard ETFs that cover both stocks and bonds, ideal for growing or protecting your capital.
2023-10-19
7 Best Energy ETFs
Koyfin curated a list of top Energy ETFs. Start your journey into the energy market, even if you're not an energy pro