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Functionality

My Dashboards (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.

My Watchlists (MYW)

My Watchlists 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 My Watchlists, My Dashboards and the right-hand sidebar. Create a WatchlistTo create a new watchlist,

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 (TS) are verbatim representations of corporate and institutional events and cover earnings calls, presentations or other public events. Access data from 9000+ public companies across the world going back to 2004. You can analyze historical textual data and speaker trends from management’s discussion, determine positive or negative

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

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 view data as a table. The chart function has several

My Dashboards Groups

What are My Dashboard Groups?My Dashboards grouping functionality allows you to link the widgets together by assigning 1 of 7 color groups to any dashboard component. These groups help components within the same group to communicate changes easier. How does it work?To assign a group to a widget,

ETF Exposure (EXP)

What is an ETF Exposure snapshot?ETF Exposure is a Koyfin Pro snapshot that shows how many ETFs hold a particular stock. This powerful function provides a snapshot view of all ETFs which hold a stock, and details about the concentration in the ETF. Note: ETF Exposure is currently available

Portfolio Analysis Tools

Koyfin allows you to access a variety of tools to keep track of your own portfolio. Want to track a list of securities tailored to your investment needs? We have you covered.

Financial Analysis Templates

Unlock investment insights by creating customized financial templates from 300+ financial data points. FA templates is an advanced Koyfin feature that allows you to set up your own financial analysis pages to bring together data which is most important to you. Financial Analysis (FA) on Koyfin encompasses traditional financial statement

Dividend Snapshot (DVD)

Dividend Snapshot is a Koyfin Pro feature that gives an extensive overview of the company’s general dividend policy including yield, buybacks, payout history, and dividend schedule. In addition, the snapshot breaks down the shareholder yield into the dividend, buyback, and debt paydown yields. How to find it on KoyfinThere

Mutual Fund Data

Koyfin offers professional-grade mutual fund data sourced from Lipper and analytics to research performance, trends, and risks. You can access mutual fund snapshots, historical price and performance graphs, track the performance of your own mutual fund portfolio, and customize your mutual fund watchlists with over 50 data points such as

How to look at growth rates

Projection of expected growth rates and analysis of historical ones are important components of overall security analysis. A company’s actual performance compared to the consensus estimate influences its implicit value, so investors will want to keep an eye on the numbers.

Markets News

Koyfin has strengthened its premium news content with one of the top independent sources of original and unbiased financial news – MT Newswires.

Custom News Screens

Custom News Screens allows you to go beyond what we’ve selected for you and tune topics just the way you want them!

My Views

My Views lets you create independent sets of columns and table settings, and further reuse it in your watchlists and dashboards.

Custom Formulas

Custom Formulas & Calculations let you further customize the platform according to your needs and analyze data that is important to you.

Watchlist Sharing

Watchlist Sharing gives you the ability to share watchlists with other Koyfin users. This is a great way to share your brilliant ideas and collaborate with your colleagues or friends on creating a common workspace to track lists of securities.

My Screens

Equity screener is a tool that allows scanning through over 100K global securities using 5,900+ filter criteria to find your target companies.

Actuals and Consensus

We are introducing Actuals and Consensus snapshot to allow you to see and analyze previous company financial results alongside their forward estimates. Now we have added more estimates data and structured it, so you can clearly see and compare past and future financials on one screen. You can find it

Mobile App

Koyfin Mobile App is a comprehensive and compact version of the Koyfin web app and allows you to access and analyze stocks, ETFs, mutual funds, and other financial data from your mobile device.

Percentile Rank Snapshot

Innovative Percentile Rank snapshot analyses and presents the percentile rank for various stock metrics. You can quickly see how a company ranks based on various fundamental metrics like valuation, margins, profitability, and performance.

Earnings Calendar

With Earnings Calendar, you will now be able to access timely and accurate earnings data for thousands of publicly traded companies.

Watchlist News

Watchlist News allows you to streamline and customize your financial news, filings, and transcripts specific to your watchlist.

Koyfin Data Dictionary

The Koyfin data dictionary provides a comprehensive overview of how we calculate key metrics that are frequently used in financial analysis.

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