Functionality

MyDashboards (MYD)

You can create a customized dashboard that contains different widgets including a watchlist of stocks (or other securities), charts, or news. The widgets are resizable and you can drag widgets around in the dashboard.

MyWatchlists (MYW)

MyWatchlists function is a way to create and browse watchlists of securities. You can also choose which columns are displayed in the watchlist, group securities or add summary rows. Watchlists can be accessed in MyWatchlists, MyDashboards and the right-hand sidebar. Create a WatchlistTo create a new watchlist, click the "New"

ETF Holdings, Constituents & Contribution

The ETF constituents and contribution function (HDS) provides an overview of the ETF composition and quantifies how components have contributed to the overall performance of an ETF. Each ETF stock member has a weight, performance and contribution.

Adjusted vs Unadjusted Prices

Koyfin allows users to show dividend-adjusted or unadjusted historical price data. You can select which option to display at the bottom of the G chart. Note that this option is only available for equities and ETFs. All other asset classes show exclusively unadjusted price data.

Data Overview

Koyfin offers a broad data offering from various sources. We aggregate and organize the data so it's easily accessible in charts and dashboards.

Corporate Transcripts

Corporate transcripts are verbatim representations of corporate and institutional events and cover earnings calls, presentations or other public events. You can analyze historical textual data and speaker trends from management’s discussion to help determine positive or negative tone or sentiment. Access data from 9000+ public companies across the world

Relative Performance (A/B)

In investing, it's sometimes important to look at the relative performance (or relative strength) of two securities. This is sometimes called pairs trading. For example, you may want to look at the performance of AAPL vs. QQQ, or FB vs. GOOGL. You can quickly look at the chart of relative

Download Financial Data to CSV or Excel

There are several ways to download financial data from Koyfin to CSV or Excel to perform further analysis. Historical ChartNote: Restrictions from certain data providers prevent us from allowing full data download for certain financial items. Company Financial AnalysisYou can download Financial Highlights, Income Statement, Balance Sheet, Cash Flow, Valuation

Historical Graph (G)

Koyfin offers advanced charting functionality to visualize financial trends. The Historical Graph (G) chart is the most flexible way to create a chart on Koyfin. You can graph any financial series on Koyfin, create chart templates, export the chart or download the data. The chart function has several components. The

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