>_ Koyfin
web-based investment platform providing live market data, customizable dashboards, charting, screening, and financial analysis across global equities, etfs, mutual funds, bonds, currencies, commodities, and economics. includes model portfolios, client portfolio management, proposals, branded reports, and alerts — designed as a bloomberg alternative for advisors and individual investors.
best for
financial advisors managing client portfolios and individual investors conducting research across global multi-asset markets.
typical workflow position
idea generation→screening→research→valuation→monitoring
key featureInstitutional dashboards + charting at <2% of Bloomberg cost
asset classMulti-asset
functionResearch
pricingFREE-$$
modelfreemium
added1mo ago
upvotes4
viaweb, mobile
instrumentsStocks, ETFs, Mutual Funds, Bonds
regionsGlobal
audiencepro · ria
user baseRetail, RIA, Family Office, Mutual Fund, Hedge Fund
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