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Koyfin Inc.

Unclaimed
FintechSoftwarekoyfin.comUpdated

Koyfin provides financial data and analytical tools to help investors and financial professionals research markets and manage portfolios.

Overview

Koyfin develops financial technology that makes investment research and analysis more accessible. It serves individual investors, financial advisors, research teams, asset managers, and institutions with financial data, analytical tools, and portfolio and reporting capabilities. The company emphasizes user-focused design, simplicity, and making professional-grade tools available to investors with portfolios of any size.

Mission statement

To equip every investor in the world, no matter their size, with the best data and tools; empowering them to achieve more.

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What we offer

Koyfin

Bring investment data and research tools together to analyze markets, monitor portfolios, and share insights across desktop and mobile devices.

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Market segments

Market size by segment

Growth potential (CAGR)

Investment research

2.5 Billion USD8.9% CAGR

Company, sector, and securities research combining broker reports, financial disclosures, expert perspectives, and market data to inform investment decisions.

Products: Koyfin

Real-time market data and analytics

6 Billion USD25.6% CAGR

Platforms that provide live market prices, news, screening and analytics for trading, portfolio monitoring, and performance analysis.

Products: Koyfin

Portfolio analytics and reporting

5 Billion USD12% CAGR

Portfolio‑level dashboards, reporting, market tracking, and covenant/health monitoring to assess risk, performance, and inform portfolio allocation decisions.

Products: Koyfin

Investment reporting and proposals

0.8 Billion USD11.5% CAGR

Creation of branded client reports and investment proposals using portfolio and fund comparisons, customizable metrics, commentary, disclosures, and reusable templates.

Products: Koyfin

More information about our offering

Koyfin

Koyfin is an investment research and analysis platform for investors, financial advisors, research teams, and asset managers. It brings financial market data, company financials, news, transcripts, and analytical tools together in one workspace. Users can research securities, analyze portfolios, build customizable dashboards and watchlists, create charts, and share reports and insights. Its iOS and Android app extends market monitoring and research to mobile devices, with portfolio and watchlist data synced with the web app.

  • Research Multiple Asset Classes
    Access market and financial data across asset classes and markets in one platform, including on mobile, to support investment research and market analysis.
  • Visualize Investment Data
    Compare assets and examine trends using customizable charts with price, fundamental, technical, performance, valuation, estimate, and analyst-rating data.
  • Customize Market Views
    Arrange relevant watchlists and market data in tailored dashboards to review preferred information in one place.
  • Track Securities And Market Changes
    Organize securities in customizable watchlists across devices and receive alerts about price moves, valuation changes, technical signals, and news.
  • Analyze Company Fundamentals
    Review financial statements, valuation metrics, analyst estimates, and other investment data in structured summaries and customizable views.
  • Evaluate Portfolio Holdings
    Review accounts, holdings, allocations, performance, exposures, and risk across devices, and compare portfolios using relevant portfolio characteristics.
  • Create Branded Client Reports
    Build client deliverables with portfolio data, comparisons, customizable visuals, firm branding, and reusable templates.
  • Import And Sync Portfolio Data
    Bring portfolio holdings into proposal workflows through PDF statement uploads or connections with supported custodians and portfolio systems.
  • Monitor News And Market Movers
    Review live news, press releases, market factors, and leading gainers and losers to follow developments relevant to markets and securities.
  • Search And Summarize Company Events
    Find relevant passages in company-event transcripts, review structured earnings-call summaries, and receive publication alerts for followed companies.
  • Share Research And Visuals
    Distribute charts, analysis, and watchlists through links, embeds, downloads, and shared templates.
  • Find Investment Candidates
    Use screening tools to explore securities and identify candidates for further investment research.
  • Coordinate Shared Research Workflows
    Share watchlists and templates across a team to keep research views consistent and reduce reliance on exchanging spreadsheets.
  • Calculate Custom Watchlist Metrics
    Apply user-defined calculations to watchlist data and display the results as custom columns.
  • Track Live Cryptocurrency Prices
    Monitor cryptocurrency prices and market trends using live data, charts, watchlists, and dashboards.
  • Analyze Closed-End Funds
    Review closed-end fund prices, returns, and key information using snapshots, graphs, watchlists, and dashboards.
  • Choose A Preferred App Theme
    Select from multiple themes to personalize the app’s appearance.

Sources

Methodology and sourcing behind the figures and links shown above.

Investment research

The search results provide estimates for investment research software rather than the broader investment research market described. Using the directly stated 2024 software-market value of USD 2.5 billion and forecast CAGR of 8.9% as a narrow proxy; the same result also presents a conflicting market estimate, so confidence is limited.

Real-time market data and analytics

Estimated at approximately USD 6 billion by applying the source’s 24% BFSI share to the USD 25 billion 2023 global real-time analytics market. This is a proxy: the source covers broader real-time analytics, while the specified segment focuses on financial market data and analytics platforms. The 25.6% CAGR is the broader market forecast and may not match the narrower segment.

Portfolio analytics and reporting

The search results do not provide market-size or growth data relevant to portfolio analytics and reporting. Estimate is an internal approximation for the global software segment covering portfolio dashboards, analytics, reporting, and monitoring; it is not directly supported by the provided sources.

Investment reporting and proposals

The search results do not provide explicit market-size or CAGR data for investment reporting and proposal software. The estimate is a rough global estimate for this specialized financial-advisor software segment, excluding broader portfolio-management and wealth-management software. Growth potential reflects ongoing digitization of advisor workflows and demand for automated, customizable client reporting; it is an internal estimate rather than a sourced forecast.

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