Koyfin

About Koyfin

Koyfin provides a customizable investment research platform that integrates live market data and advanced analytical tools, enabling users to conduct in-depth financial analysis across various asset classes. The platform addresses the need for accessible, comprehensive data and insights for independent investors, financial advisors, and students, streamlining their research processes in a single interface.

<problem> Independent investors, financial advisors, and students often lack access to comprehensive, real-time market data and sophisticated analytical tools, hindering their ability to perform in-depth financial analysis efficiently. Existing platforms can be outdated, overpriced, or lack the customization needed for individual investment strategies. </problem> <solution> Koyfin is a customizable investment research platform that consolidates live market data, financial analysis, and advanced graphing tools into a single, user-friendly interface. The platform empowers users to conduct thorough analysis across various asset classes, monitor global economic trends, and gain insights from analyst estimates. By offering a customizable interface, Koyfin allows investors to tailor their workspace, create custom dashboards, and build watchlists that reflect their specific investment styles and needs. The platform's features are designed to simplify the investment process, providing users with the data and tools necessary to make informed decisions and achieve their financial goals. </solution> <features> - Real-time market data for stocks, ETFs, mutual funds, government yields, indices, currencies, commodities, and cryptocurrencies - Advanced graphing tools with customizable charts, technical indicators, and the ability to save and share templates - Financial analysis tools providing access to key financial data, custom analysis options, and historical financial reviews - Equity screener with over 5,900 filter criteria to identify target companies based on specific investment styles - Market dashboards offering curated data and easy-to-view pages for economic data and market trends - Customizable watchlists to track necessary metrics of investment assets with custom views and sharing capabilities - Custom dashboards to create a bird's-eye view of essential data, tailored data sets, and multiple watchlists for each asset class - Company snapshots providing security information and analyst estimates overview - Client portfolio management with household organization and fast importing from various software tools - Client report generation with customizable reports, benchmarks, templates, and branding </features> <target_audience> Koyfin targets independent investors, financial advisors, research analysts, sales teams, students, and enterprises seeking accessible, comprehensive data and analytical tools to streamline their investment research processes. </target_audience> <revenue_model> Koyfin operates on a tiered subscription model, offering a free plan with limited features and paid plans (Plus, Premium, Advisor Core, and Advisor Pro) with increasing levels of functionality and data access, ranging from $39 to $299 per month. </revenue_model>

What does Koyfin do?

Koyfin provides a customizable investment research platform that integrates live market data and advanced analytical tools, enabling users to conduct in-depth financial analysis across various asset classes. The platform addresses the need for accessible, comprehensive data and insights for independent investors, financial advisors, and students, streamlining their research processes in a single interface.

Where is Koyfin located?

Koyfin is based in East New York, United States.

When was Koyfin founded?

Koyfin was founded in 2016.

How much funding has Koyfin raised?

Koyfin has raised 3000000.

Location
East New York, United States
Founded
2016
Funding
3000000
Employees
38 employees
Major Investors
Plug and Play, Craft Ventures, Valor Equity Partners, FinTech Sandbox, TRAC

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Koyfin

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Executive Summary

Koyfin provides a customizable investment research platform that integrates live market data and advanced analytical tools, enabling users to conduct in-depth financial analysis across various asset classes. The platform addresses the need for accessible, comprehensive data and insights for independent investors, financial advisors, and students, streamlining their research processes in a single interface.

koyfin.com7K+
Founded 2016East New York, United States

Funding

$

Estimated Funding

$3M+

Major Investors

Plug and Play, Craft Ventures, Valor Equity Partners, FinTech Sandbox, TRAC

Team (30+)

No team information available.

Company Description

Problem

Independent investors, financial advisors, and students often lack access to comprehensive, real-time market data and sophisticated analytical tools, hindering their ability to perform in-depth financial analysis efficiently. Existing platforms can be outdated, overpriced, or lack the customization needed for individual investment strategies.

Solution

Koyfin is a customizable investment research platform that consolidates live market data, financial analysis, and advanced graphing tools into a single, user-friendly interface. The platform empowers users to conduct thorough analysis across various asset classes, monitor global economic trends, and gain insights from analyst estimates. By offering a customizable interface, Koyfin allows investors to tailor their workspace, create custom dashboards, and build watchlists that reflect their specific investment styles and needs. The platform's features are designed to simplify the investment process, providing users with the data and tools necessary to make informed decisions and achieve their financial goals.

Features

Real-time market data for stocks, ETFs, mutual funds, government yields, indices, currencies, commodities, and cryptocurrencies

Advanced graphing tools with customizable charts, technical indicators, and the ability to save and share templates

Financial analysis tools providing access to key financial data, custom analysis options, and historical financial reviews

Equity screener with over 5,900 filter criteria to identify target companies based on specific investment styles

Market dashboards offering curated data and easy-to-view pages for economic data and market trends

Customizable watchlists to track necessary metrics of investment assets with custom views and sharing capabilities

Custom dashboards to create a bird's-eye view of essential data, tailored data sets, and multiple watchlists for each asset class

Company snapshots providing security information and analyst estimates overview

Client portfolio management with household organization and fast importing from various software tools

Client report generation with customizable reports, benchmarks, templates, and branding

Target Audience

Koyfin targets independent investors, financial advisors, research analysts, sales teams, students, and enterprises seeking accessible, comprehensive data and analytical tools to streamline their investment research processes.

Revenue Model

Koyfin operates on a tiered subscription model, offering a free plan with limited features and paid plans (Plus, Premium, Advisor Core, and Advisor Pro) with increasing levels of functionality and data access, ranging from $39 to $299 per month.

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