Wells Fargo Advisors
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Work with confidence.
Professional-grade tools for research, analysis, and presentation in one intuitive platform. Make recommendations you trust and communicate them clearly.
Research in one place
Screen and research investments with company and fund data, valuations, charts, and news. Spot opportunities, compare securities side by side, and stay on top of market trends.
Analyze client accounts
Analyze portfolio allocation, exposures, risk, and fees. Compare against models or benchmarks to see what’s driving performance and where adjustments are needed.
Create polished reports
Turn portfolio analysis into client-ready visuals, reports, and proposals. Present recommendations in a way clients and teams can easily understand.
Koyfin has been a game-changer for managing our model portfolios and sharing them with our advisors at XYPN Sapphire. It makes tracking performance simple and allows us to clearly communicate results and portfolio characteristics through reports. It’s intuitive, effective, and significantly reduces the time spent on analysis.
Depth of data,
simplicity of use.
Customizable dashboards, watchlists, and charts that make it easy to explore market data, track ideas, and find what matters fast.
Model Portfolios
Build and track model portfolios
Adjust allocations over time, compare against benchmarks, track exposures by asset class, and view underlying holdings.
Reports
Reports and proposals for clients
Turn portfolio data into polished, client-ready proposals. Compare current vs. recommended portfolios with clear visuals for allocation, risk, fees, and performance.
Watchlists
Organize and track securities
Build watchlists for stocks, ETFs, and mutual funds. Compare metrics side by side and get real-time updates.
Alerts
Monitor market changes
Set alerts for price movements, valuation changes, technical signals, and news across your watchlists and portfolios.
ETF, Mutual Fund, and SMA screener
Filter by what matters
Screen by fees, performance, risk, and other criteria to find investments that fit your approach.
Advanced Graphing
Chart price drivers and key metrics
Visualize stock price changes with metrics like revenue growth, P/E ratio, and drawdowns. Save chart templates to reuse across different securities.
Stock snapshots
Company overview in one view
Key data, performance returns, valuation, capital structure, and analyst estimates for any company, all on one page.
Market dashboards
Pre-built views of the market
Ready-made dashboards covering sectors, factors, government yields, and economic data. A quick way to see what's happening across markets.
ETF & Fund Holdings
See what's inside a fund
Holdings breakdown with performance vs. weight, total returns, and allocation by sector, region, and style.
Wall Street ratings
Analyst consensus and targets
Price targets, earnings estimates, and buy/sell/hold ratings to add context to your research.
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
+
Great investments start with
great insight.
Join with the thousands of investors who’ve discovered Koyfin.