Koyfin Reviews & Product Details

I like the ease of use and the client-friendly reports that Koyfin provides. I also enjoy being able to set price alerts for certain securities that clients have concentrated positions in, which helps in planning for goals like divesting strategies or managing exposure. Koyfin does a great job of comparing a company's strategies or models with a client's current portfolio by allowing you to take client statements in Excel or PDF format and compare them side by side. It's pretty easy to understand and it flows nicely for prospect meetings. I appreciate the better proposal output for prospects or clients and the improved user analysis, which allows for tracking performance over time and adding previous changes to certain strategies. I thought the setup was pretty easy and intuitive, and I was able to use it even before the introductory call. Review collected by and hosted on G2.com.

I think the integration to Orion and maybe their other integrations as well could be slightly better. It'd be nice if I could integrate my entire book through Orion with Koyfin. And then from there, I can kinda pick and choose certain clients that come on board to propose certain strategies. Review collected by and hosted on G2.com.

I use Koyfin for market analysis, news, keeping track of client stock, internal investment model portfolios, and screening investments. Koyfin is a comprehensive, user-friendly platform that is much easier to use and makes me more efficient than other common industry platforms I have used before for investment research and analysis. I like the intuitive user interface. The learning curve is short, which I can't say for competitors like Thomson One and Bloomberg. It makes it easy to find the information I want and to customize charts, screens, etc., for my use or for client communications. The initial setup was very easy, and it didn't take me long to import or set up portfolios, watchlists, and to create the custom graphs I use the most. Review collected by and hosted on G2.com.

It took me a while to figure out how to set price alerts based on percentages off of all-time highs or peaks, but other than that, I have no complaints. Review collected by and hosted on G2.com.

I really appreciate Koyfin as a cost-effective replacement for Bloomberg, allowing me access to basic Bloomberg functions like dividend screens, analyst recommendations, and news for much less money. Their portfolio modeling is fantastic, making it very easy to track client portfolios. I find the UI much more visually appealing compared to Bloomberg. It allows me to absorb a lot of information quickly. The portfolio modeling feature is very useful for tracking multiple portfolios with live data day to day. Setting up Koyfin was extremely easy, requiring almost no effort on my end. Review collected by and hosted on G2.com.

There is very little to dislike about Koyfin Review collected by and hosted on G2.com.

I really appreciate Koyfin's grasp functionality and find it easy to use. Having used YCharts before, I found Koyfin much simpler and less overwhelming. The support team is phenomenal, being very responsive to my needs. I also value Koyfin's commitment to actively making feature updates, which shows their eagerness to develop and improve the platform. This forward-thinking approach, though the company is newer compared to some longstanding competitors, was a significant reason I opted for their service. Furthermore, the initial setup was super easy, and while learning all the tool's capabilities will be an ongoing journey, getting started with Koyfin was straightforward. Review collected by and hosted on G2.com.

I'm not satisfied with the limitation on the PDF reader function in the Pro subscription. There's a cap of 10 documents per month, which I find too restrictive. I would appreciate having a larger limit. Review collected by and hosted on G2.com.

I love Koyfin's ease of use and its modern appearance. The customization options are amazing, allowing me to adjust everything to my liking. It lets me quickly get the information I need for my daily tasks, and having all the financial info I need in one place helps me a lot. The initial setup was extremely easy too. Review collected by and hosted on G2.com.

Koyfin doesn't list stock CUSIPs. I would love if that was an added feature in the future. Review collected by and hosted on G2.com.

I like Koyfin's user interface and functionality, as it really helps in managing investments and stocks. Having stock and ETF watch lists makes tracking very easy, and putting together reports for clients is simple. The pricing, simplicity, and functionality were also key factors in deciding to switch from MorningStar. Plus, the initial setup was very easy, especially with the introduction video. Review collected by and hosted on G2.com.

The complexity is sometimes overwhelming, but I feel like that just comes with time using the software. Review collected by and hosted on G2.com.

I enjoy how user friendly the platform is. In our line or work, when you need something done, you can find a solution fast. Also, the team has been very helpful in showing us new features, letting us test features, and reaching out when needed. Review collected by and hosted on G2.com.

I think the charting software could be better and have more features. I also think some of the model portfolio tools could be upgraded like benchmarking. Review collected by and hosted on G2.com.

Koyfin’s integration with altruist is so fast and seemless! I really love all the customization to pull key data I need to help clients understand what is going on with their portfolios Review collected by and hosted on G2.com.

as of now u don’t have any dislikes. Maybe it has too many features and can get confusing at times with all the data Review collected by and hosted on G2.com.

I like using Koyfin for portfolio tracking and performance analysis, specifically for its ability to compare performance against benchmarks. I also find the security analysis feature valuable, and I'm quite pleased with the overall experience, as I mentioned I like everything. Additionally, the initial setup was easy. Review collected by and hosted on G2.com.

I can't track sold stocks and realized profits and it would be great if I could track options. Review collected by and hosted on G2.com.

I have tried many different options for portfolio reviews, creation and proposals and Koyfin has been the best solution. It is easy to create individual portfolios, household groupings and to compare current vs proposed portfolios. The team at Koyfin has been great to work with and has been responsive to adding additional features when requested. I use Koyfin on a daily basis to track positions, provide information for clients on questions they have around stocks and ETF's they are looking into and to stay on top of the trending market news. Review collected by and hosted on G2.com.

As much as I love the look of Koyfin, sometimes there is just to much information displayed for me to quickly find exactly what I am looking for. Review collected by and hosted on G2.com.