Growing Advisory Firms
We’re giving you 50% off
to help you grow
The right tools shouldn’t be out of reach while you’re growing. That’s why we offer firms managing under $100M in assets 50% off their first year on our most advanced plan.
Scale with confidence.
At smaller firms, you manage it all: markets, clients, and growth. Koyfin gives you the tools to handle it efficiently, from fast market analysis to professional reports that win business and build trust.
In depth analysis
Access data on global stocks, ETFs, mutual funds, and macro trends. Track performance, generate ideas, and pinpoint where to dive deeper – whether it’s a specific quarter, year, or key metric.
Portfolio Management
Organize all client and model portfolios in one place. Collaborate, analyze, and share insights that align with your clients’ goals.
Professional reports
Create client-focused reports and proposals that clearly show how recommended portfolios meet their needs.
Focus on your clients
Spend less time navigating data and more time delivering value to clients with an intuitive layout and quick navigation.
Koyfin not only provides me with access to broad and robust data but also does so in a highly intuitive and easy-to-use interface that makes leveraging even its most powerful features a snap. Anyone who tries it will quickly find its charting and analytics tools indispensable.
Tools that help you
do more, earlier.
Koyfin gives you the tools to set up client accounts quickly, build proposals that earn trust from the first meeting, and
walk into conversations ready to lead with confidence.
Model Portfolios
Monitor all your model portfolios
Construct model portfolios with short & leveraged positions, adjust allocations dynamically over time, compare portfolios to benchmarks, track exposures by asset class, and view underlying holdings.
Client Portfolios
Centralized portfolio management
Manage client accounts with a household → portfolio → account structure. Track consolidated holdings, performance, and allocations.
Custodian & PMS Integrations
Sync real client data
Connect directly to Schwab, Altruist, TradePMR, Black Diamond, or other software tools to import real client account data – no manual entry required.
PDF Upload
Upload brokerage statements
Create client portfolios by uploading brokerage statements in PDF format, with automatic extraction of positions and values for quick account setup.
Reports
Client proposals
Generate polished, client-focused reports, presentations, and proposals. Show clients how a recommended portfolio meets their needs – building confidence without overwhelming them with numbers. Customize each report with your logo, inputs, page selection, and fully editable firm & macro pages.
Watchlists
Track your assets
Track watchlists of stocks, ETFs, and mutual funds in one place. Customize for specific strategies, get real-time updates, and compare metrics to keep your research focused and effective.
Compare performance
Track mutual fund
performance
Easily track performance vs. any security such as stocks, ETFs and other mutual funds.
ETF Valuation
Analyze the valuations of ETFs
Visualize the historical valuation of ETF on P/E, EV/S and other metrics understand whether ETFs are cheap or rich vs. history
Market dashboards
See the big picture
Get a more complete view of the markets with our ready-made market dashboards. Covering macro themes like sectors, factors, govt yields and economic data.
ETF and Mutual Fund holdings
Know what you own
Get a detailed breakdown of ETF and mutual fund holdings, including performance vs. weight, total returns, and sector or industry allocation. See exactly what you're invested in to better assess diversification and risks.
Stock snapshots
Essential information
at your fingertips
Stock snapshot page gives you a top down view of a essential company information; featuring snapshot charts, key data, performance returns, valuation, capital structure and analyst estimates.
Wall Street ratings
Expert opinions,
clear decisions
Understand future performance and market sentiment with Wall Street ratings. Use price targets, earnings estimates, and buy/sell recommendations to guide your investment strategy.
Voted best value
In the Kitces Report, users were asked about the value of tools they use relative to their cost. With a value of over 9.5 out of 10, Koyfin was the highest-ranked tool by Financial Advisors.
Simple by design. Powerful by necessity. Koyfin has all the data
you need to launch your ambition.
Data points
1
M+
Number of public
companies data
9
K+
Years of statement
history
30
+