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Financial Services Software

Koyfin

Investment research and analytics platform with market data, screening and reports for advisors and investors

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About Koyfin

Koyfin is a web platform for researching markets and analysing portfolios. Advisors, research teams and individual investors use it to follow live market data, build watchlists and prepare reports for clients.

What Koyfin offers

  • Market data: covers equities, ETFs, mutual funds, forex and bonds.
  • Equity screener: scans 100K global securities using over 5,900 filter criteria.
  • Dashboards and watchlists: customisable views that users shape to their own style.
  • Macro dashboards: bundled models of economic conditions.
  • Analyst content: news and analyst commentary alongside the data.
  • Client reports: portfolio analysis reports aimed at advisors.

Who it works with

The site names financial advisors, investment research teams and chief investment officers, as well as individual investors.

Key facts

  • Access: web-based, with a sign-up option on the site.
  • Customisation: themes and layouts can be changed by the user.

Profile written by TrustList from the business's own published information, Oct 2026.

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