Use Case
The Challenge
Enhancing Capital had all the data they needed for stock research in FactSet, but the process of finding, filtering, and using that data was slow and frustrating.
The tools lacked flexibility, and creating charts or clean visuals often required exporting data to Excel and formatting them manually to make results presentable.
This slowed analysis and made it difficult to present information clearly and keep research consistent across the team.
While all of the data was there, it was hard to find what we wanted. Making a chart or visual was difficult unless you spent a lot of time importing data into Excel.
The Solution
Enhancing Capital moved their stock research workflow to Koyfin because it solved what FactSet couldn’t: providing fast access to data and the flexibility to work the way their team needed.
Fast, intuitive interface
The command-driven interface makes it easy to find data and move quickly through analysis.
Integrated research workflow
Charts, financials, filings, and other research tools are all in one place, allowing for faster and more consistent analysis.
Clear data visualization
Charts and tables are clean, accurate, and ready to use in reports or presentations without extra formatting.
Customizable to fit their workflow
The team can customize layouts, metrics, and templates to match their specific research needs.
Koyfin is fast, clean, and accurate.
The Results
Since switching to Koyfin, Enhancing Capital’s analysts can better explain the story of a company using visualizations that combine market data with fundamental data in a single view.
Analysts made their workflow faster and more consistent by creating templates that show exactly the metrics they need and reusing those templates across their research.
Koyfin has also strengthened collaboration within the firm. Because analysts enjoy using the platform, shared watchlists and templates have become a key part of how the team works together and shares research.
Koyfin gives us a platform that is reliable, fast, easy to use, that brings us joy to use.