Koyfin

Koyfin makes a web-based market data and investment research platform with tools aimed at financial advisors, investment research teams and individual investors. Advisor plans add client portfolio tracking, model portfolios and branded proposals to its research tools.

The research side covers stocks, ETFs, mutual funds, government yields, currencies, commodities, economic data, earnings call transcripts and news, with charting, custom dashboards, watchlists, alerts and an equity screener with thousands of filters. For advisors, Koyfin groups client accounts into households, tracks holdings, allocations and performance, and builds model portfolios that can include short and leveraged positions. Client data can be imported from Schwab, Fidelity, Altruist, TradePMR and Interactive Brokers, from portfolio systems such as Orion, Black Diamond and Addepar, or from uploaded PDF statements. Reports and proposals carry the firm's branding.

Pricing is published as monthly rates, and the page says annual plans save up to 30%: a free tier, Plus at $39, Premium at $79, Advisor Core at $209 and Advisor Pro at $299, with team plans by quote and a discount for advisory firms with less than $100m in assets. Koyfin was founded in 2016 and raised seed funding from Social Leverage and Craft Ventures in 2019. In 2022 the company said its team spanned the US, Argentina, Ukraine and the UK.