{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/koyfin-com","markdownUrl":"https://nowen.ai/agents/koyfin-com.md","jsonUrl":"https://nowen.ai/agents/koyfin-com.json","name":"Koyfin Inc.","nickname":"Koyfin","website":"https://koyfin.com","industry":"Fintech","deliveryModel":"software","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-10-19T03:24:54.231Z","summary":"Koyfin provides financial data and analytical tools to help investors and financial professionals research markets and manage portfolios.","description":"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":"To equip every investor in the world, no matter their size, with the best data and tools; empowering them to achieve more.","directory":{"industryName":"Fintech","agentCount":133,"indexable":true,"hubUrl":"https://nowen.ai/industry/fintech"},"aiReaderFamilies":["OpenAI","Anthropic","Amazon"],"boonFrontDoor":{"url":"https://boon.ai/agents/koyfin-com","label":"Apply to Koyfin Inc.'s partner program through Boon","sub":"Your AI agent writes the proposal: who you are, the fit, and a first step."},"products":[{"name":"Koyfin","type":"Platform","url":"https://www.koyfin.com/features/","summary":"Bring investment data and research tools together to analyze markets, monitor portfolios, and share insights across desktop and mobile devices.","description":"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.","pricing":{},"features":[{"name":"Global financial data","value":"Research Multiple Asset Classes","valueDescription":"Access market and financial data across asset classes and markets in one platform, including on mobile, to support investment research and market analysis."},{"name":"Advanced graphing","value":"Visualize Investment Data","valueDescription":"Compare assets and examine trends using customizable charts with price, fundamental, technical, performance, valuation, estimate, and analyst-rating data."},{"name":"Custom dashboards","value":"Customize Market Views","valueDescription":"Arrange relevant watchlists and market data in tailored dashboards to review preferred information in one place."},{"name":"Watchlists and alerts","value":"Track Securities And Market Changes","valueDescription":"Organize securities in customizable watchlists across devices and receive alerts about price moves, valuation changes, technical signals, and news."},{"name":"Financial analysis","value":"Analyze Company Fundamentals","valueDescription":"Review financial statements, valuation metrics, analyst estimates, and other investment data in structured summaries and customizable views."},{"name":"Portfolio analysis","value":"Evaluate Portfolio Holdings","valueDescription":"Review accounts, holdings, allocations, performance, exposures, and risk across devices, and compare portfolios using relevant portfolio characteristics."},{"name":"Client reports and proposals","value":"Create Branded Client Reports","valueDescription":"Build client deliverables with portfolio data, comparisons, customizable visuals, firm branding, and reusable templates."},{"name":"Portfolio data imports and integrations","value":"Import And Sync Portfolio Data","valueDescription":"Bring portfolio holdings into proposal workflows through PDF statement uploads or connections with supported custodians and portfolio systems."},{"name":"Market news and movers","value":"Monitor News And Market Movers","valueDescription":"Review live news, press releases, market factors, and leading gainers and losers to follow developments relevant to markets and securities."},{"name":"Transcript search and summaries","value":"Search And Summarize Company Events","valueDescription":"Find relevant passages in company-event transcripts, review structured earnings-call summaries, and receive publication alerts for followed companies."},{"name":"Chart and research sharing","value":"Share Research And Visuals","valueDescription":"Distribute charts, analysis, and watchlists through links, embeds, downloads, and shared templates."},{"name":"Equity and fund screening","value":"Find Investment Candidates","valueDescription":"Use screening tools to explore securities and identify candidates for further investment research."},{"name":"Team collaboration and shared workflows","value":"Coordinate Shared Research Workflows","valueDescription":"Share watchlists and templates across a team to keep research views consistent and reduce reliance on exchanging spreadsheets."},{"name":"Custom watchlist calculations","value":"Calculate Custom Watchlist Metrics","valueDescription":"Apply user-defined calculations to watchlist data and display the results as custom columns."},{"name":"Cryptocurrency market tracking","value":"Track Live Cryptocurrency Prices","valueDescription":"Monitor cryptocurrency prices and market trends using live data, charts, watchlists, and dashboards."},{"name":"Closed-end fund research","value":"Analyze Closed-End Funds","valueDescription":"Review closed-end fund prices, returns, and key information using snapshots, graphs, watchlists, and dashboards."},{"name":"Customizable app themes","value":"Choose A Preferred App Theme","valueDescription":"Select from multiple themes to personalize the app’s appearance."}]}],"audiences":[],"segments":[{"name":"Investment research","description":"Company, sector, and securities research combining broker reports, financial disclosures, expert perspectives, and market data to inform investment decisions.","size":2.5,"cagr":8.9,"color":1,"productNames":["Koyfin"],"methodology":"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.","citations":[{"url":"https://www.linkedin.com/pulse/investment-research-software-market-size-strategic-iyjjf","text":"Investment Research Software Market size was valued at USD 2.5 Billion in 2024 ... exhibiting a CAGR of 8.9% from 2026 to 2033."}]},{"name":"Real-time market data and analytics","description":"Platforms that provide live market prices, news, screening and analytics for trading, portfolio monitoring, and performance analysis.","size":6,"cagr":25.6,"color":2,"productNames":["Koyfin"],"methodology":"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.","citations":[{"url":"https://rss.globenewswire.com/news-release/2025/03/24/3047968/0/en/Real-Time-Analytics-Market-Size-to-Surpass-USD-193-71-Billion-by-2032-Owing-to-Rising-Adoption-of-AI-and-IoT-Technologies-Research-by-SNS-Insider.html","text":"Real-Time Analytics Market size was USD 25 Billion in 2023 and is expected to reach USD 193.71 Billion by 2032, growing at a CAGR of 25.60%."},{"url":"https://rss.globenewswire.com/news-release/2025/03/24/3047968/0/en/Real-Time-Analytics-Market-Size-to-Surpass-USD-193-71-Billion-by-2032-Owing-to-Rising-Adoption-of-AI-and-IoT-Technologies-Research-by-SNS-Insider.html","text":"The BFSI sector dominated the market during 2023, with approximately 24% of revenue share."}]},{"name":"Portfolio analytics and reporting","description":"Portfolio‑level dashboards, reporting, market tracking, and covenant/health monitoring to assess risk, performance, and inform portfolio allocation decisions.","size":5,"cagr":12,"color":3,"productNames":["Koyfin"],"methodology":"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.","citations":[]},{"name":"Investment reporting and proposals","description":"Creation of branded client reports and investment proposals using portfolio and fund comparisons, customizable metrics, commentary, disclosures, and reusable templates.","size":0.8,"cagr":11.5,"color":4,"productNames":["Koyfin"],"methodology":"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.","citations":[]}],"faq":[],"comparisons":[],"sources":[{"url":"https://koyfin.com","text":"Koyfin Inc."},{"url":"https://www.koyfin.com/features/","text":"Koyfin"},{"url":"https://www.linkedin.com/pulse/investment-research-software-market-size-strategic-iyjjf","text":"Investment Research Software Market size was valued at USD 2.5 Billion in 2024 ... exhibiting a CAGR of 8.9% from 2026 to 2033."},{"url":"https://rss.globenewswire.com/news-release/2025/03/24/3047968/0/en/Real-Time-Analytics-Market-Size-to-Surpass-USD-193-71-Billion-by-2032-Owing-to-Rising-Adoption-of-AI-and-IoT-Technologies-Research-by-SNS-Insider.html","text":"Real-Time Analytics Market size was USD 25 Billion in 2023 and is expected to reach USD 193.71 Billion by 2032, growing at a CAGR of 25.60%."}]}