Koyfin Overview

Koyfin is a cutting-edge financial management software designed to provide professionals and investors with comprehensive financial data and analytics in real-time. With Koyfin, users can access a wide range of financial metrics, charts, and economic indicators, allowing them to track global markets, analyze stock performance, and make informed investment decisions. The platform features interactive dashboards that allow users to create customized views based on their preferences, helping them stay on top of market trends, corporate earnings reports, and news. Koyfin’s data visualization tools provide clear and detailed insights into financial performance, making it easy for users to identify opportunities and risks. Additionally, the software includes portfolio management tools, allowing users to track their investments, assess performance, and rebalance portfolios as needed. Koyfin integrates with major brokerage and financial systems, providing a unified view of personal and institutional financial data. Whether you're a retail investor, wealth manager, or financial analyst, Koyfin delivers powerful tools to enhance decision-making and performance.

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Koyfin Screenshot & Video

Contact Details

  • Vendor Name Koyfin
  • Founded
  • Location United States

Support

  • Email Email
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

E-learning, Hospitality, Media

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Koyfin Features

  • Arrow Icon Data Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Ad hoc Reporting
  • Arrow Icon Data Visualization
  • Arrow Icon Customizable Reports
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Visual Discovery
  • Arrow Icon Search/Filter
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Activity Dashboard
  • Arrow Icon Visual Analytics
  • Arrow Icon Collaboration Tools
  • Arrow Icon Data Connectors
  • Arrow Icon Data Mapping
  • Arrow Icon Trend Analysis
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Predictive Analytics
  • Arrow Icon Dashboard Creation
  • Arrow Icon Drag & Drop
  • Arrow Icon Real Time Reporting
  • Arrow Icon Historical Reporting
  • Arrow Icon Tax Management
  • Arrow Icon Financial Reporting
  • Arrow Icon Data Visualization
  • Arrow Icon Financial Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Dashboard Creation
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cash Management
  • Arrow Icon Accounting
  • Arrow Icon Investment Management
  • Arrow Icon Real-Time Data
  • Arrow Icon Data Import/Export
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Engagement
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Forecasting
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Financial Management
  • Arrow Icon Performance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon For Financial Institutions
  • Arrow Icon Asset Lifecycle Management

Koyfin Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Koyfin FAQs

Koyfin is a cutting-edge financial management software designed to provide professionals and investors with comprehensive financial data and analytics in real-time. With Koyfin, users can access a wide range of financial metrics, charts, and economic indicators, allowing them to track global markets, analyze stock performance, and make informed investment decisions. The platform features interactive dashboards that allow users to create customized views based on their preferences, helping them stay on top of market trends, corporate earnings reports, and news. Koyfin’s data visualization tools provide clear and detailed insights into financial performance, making it easy for users to identify opportunities and risks. Additionally, the software includes portfolio management tools, allowing users to track their investments, assess performance, and rebalance portfolios as needed. Koyfin integrates with major brokerage and financial systems, providing a unified view of personal and institutional financial data. Whether you're a retail investor, wealth manager, or financial analyst, Koyfin delivers powerful tools to enhance decision-making and performance.

  • Yes, Koyfin offers a free version.

  • Yes, Koyfin offers a free trial.

  • No, Credit Card details are not required for the Koyfin trial.

  • Koyfin supports the following payment frequencies:

    • Monthly Subscription

  • No, Koyfin does not offer an API.

  • Koyfin offers support with the following options:
    • Email , FAQs/Forum

  • Koyfin offers training with the following options:
    • Live Online , Webinar , Videos

  • Koyfin supports the following languages:
    • English

  • Following are the typical users of the Koyfin:
    • Self-Employed , Small-Business , Midsize-Business

  • Koyfin supports the following deployment:
    • Cloud Hosted

  • Koyfin supports the following devices and operating systems:
    • Web-Based , iPhone , Android