Financial Advisors

Keep track of everything

Koyfin’s lets you stay on top of news and market fluctuations, while staying on top of your clients’ finances.

Advanced Graphing Market Dashboards Portfolio Analysis Custom Dashboards

See more, do more.

Koyfin has been designed to give you a more complete overview of the
markets, allowing you to keep track of everything in one place.

Keep track of everything

Our custom watchlists let you monitor everything all in one place, no matter their asset class. View it, track it and analyze it all with Koyfin.

Stay up to date

Koyfin’s live data, alerts and breaking news keep you up to date with the biggest movers and factors affecting the markets.

Maximize your time

Koyfin provides you with everything you need all in one place, so that you spend less time searching for information and more time helping your clients.

Jon Brown
Financial Advisor & Koyfin user

My work as an FA is so varied that it was impossible to keep track of everthing whilst staying up to date with market news, but Koyfin has changed that. I’d be lost without it.

Jon Brown
Financial Advisor & Koyfin user
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Stay informed.

Easily keep track of different asset classes with our flexible graphing tools, see market overviews with our pre-made dashboards and create your own custom views so that you’ll never miss a beat.

Compare performance

Track mutual fund
performance

Easily track performance vs. any security such as
stocks, ETFs and other mutual funds.

Create watchlists

The most important
ETF metrics

Leverage our My Dashboards tool to create dozens of custom watchlists. Tailor each dashboard using specific data points that fit your unique investment management style from hundreds of sortable criteria.

Market views

See the big picture

Get a more complete view of the markets with our ready-made market dashboards. Covering everything from World Economics to Currencies and Fixed Income Factors.

Live news & Twitter

Stay in the loop

Our powerful live news feed means that you’ll never miss a beat. Easily switch between top news stories and industry-related news, as well as make your own custom news page to see more of what matters to you.

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

+

A solution for everyone.

Koyfin isn’t just for Financial Advisors. It has been designed with the power and flexibility to suit any investor's needs. Find out how.

Independent Investors

Providing you with the tools you need to succeed

Learn more

Sales

Cut through the clutter of financial data

Learn more

Enterprise

Scale up your investment tools with bespoke Koyfin plans

Learn more

See all use cases

Great investments start with
great insight.

Join with the thousands of investors who’ve discovered Koyfin.