Koyfin
koyfin.comSummary
Ask questionsKoyfin is a financial data and analytics platform designed for investors. It provides comprehensive tools for researching various asset classes like stocks, ETFs, and mutual funds, offering features such as advanced charting, financial analysis, equity screeners, and customizable market dashboards to help users make informed investment decisions.
Features4/15
See allMust Have
1 of 5
Multimedia Content Support
Category-Based Content Library
Newsletter Subscription
Search & Filter
Popular & Trending Sections
Other
3 of 10
Responsive Design
Social Sharing
Analytics & Tracking
Tag-Based Navigation
Related Articles Recommendation
Author Profiles
SEO Optimization
Iframe Embeds
Archive by Date
Comments or Feedback
PricingSubscription
See allFree
- 2Y financials & 1Y estimates
- My Portfolios
- Advanced charting
- Market & macro dashboards
- 2 watchlists & 2 screens
- 2 custom dashboards
- Limited company snapshots
- Limited news
Plus
- 10Y financials & 10Y estimates
- ETF holdings
- Stock & ETF screener
- Unlimited watchlists & screens
- Unlimited custom dashboards
- 100K+ global company snapshots
- Press releases, filings & transcripts, premium news
Premium
- Everything in Plus
- My Portfolio advanced analytics
- Unlimited custom data
- Unlimited custom formulas
- Custom financial templates
- ETF valuation
Advisor Core
- Everything in Premium
- Model portfolios
- Client proposals & reports (10/month)
- Client portfolios
- 1 Custodian integration
- US & Canadian mutual funds
- Mutual fund screener
Advisor Pro
- Everything in Advisor Core
- Short & leveraged model portfolios
- Client proposals & reports (50/month)
- Custom report pages
- Multiple integrations
- Integration auto-refresh
- PDF broker statement upload
- PMS integrations
- Priority support
Rationale
Koyfin is primarily a financial data and analytics platform, not a content-driven personal finance education platform. While it offers data on various financial assets (stocks, ETFs, crypto, etc.) and some news, its core purpose is providing tools for in-depth financial analysis and portfolio management for investors and financial advisors, rather than educational articles and guides for general financial literacy. It does not have a clear 'category-based content library' for educational articles, nor does it offer a newsletter for curated insights in the same vein as the described concept. The 'news' section is more about market updates than educational content. However, it does support multimedia (videos), has social sharing options, is responsive, and uses analytics.