Sales

Power deals with insight

Use comprehensive financial market data and industry-leading analytical tools to gain insight, generate ideas and make deals happen.

Advanced Graphing Custom Dashboards Performance Charts

Analytical tools to help
you sell, sell, sell.

Use Koyfin’s powerful graphing and analytical tools to increase your
conversion, whilst streamlining your workflow to give you more time to sell. That’s a win-win by anyone’s standard.

In-depth analysis

Convert clients with impressive in-depth market analysis utilizing Koyfin’s powerful analytical and graphing tools.

Save time

Koyfin provides you with everything they need all in one place so you can spend less time gathering data and more time selling.

Share insight

Koyfin makes it easy for you to generate and share insight — quickly get a link or export personalized graphs to use in emails and presentations.

Ross Yarrow

Equity Sales & Koyfin user

I’m a big fan of Koyfin even though I’ve been a Bloomberg user for 15 years. I find it especially useful for making customized scatter charts and looking at factor performance which my clients find very valuable.

Ross Yarrow

Equity Sales & Koyfin user

0 / 0

Features so good that
they sell themselves

Koyfin is simple to pick up, but once you’ve got started, it’s difficult to put down. Honestly, you’ll wonder how you managed without it for so long.

Compare performance

Compare anything and everything

Your products don’t operate in a vacuum, that’s why we’ve made it easy to track performance vs. any security such as stocks, ETFs and other mutual funds.

Advanced Graphing

Visualize your way to increased sales

Customize graphs using hundreds of technical analysis indicators, create charts to illustrate fundamental and valuation measures, and view analysts' price targets and consensus earnings estimates.

Effective sales presentations

Let the data do the hard work

Convert clients by sharing your analysis directly, or download your personalized insight to use in presentations and emails.

Financial Analysis

Deep-dive into the
numbers

Cut through the clutter of financial data with an in-depth summary, all one page and see key metrics in an instant. Choose whether you want to view the summary graphically or in columns and customize the top line to highlight what's most important to you and your clients.