# Koyfin Inc.
*Also known as Koyfin*

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Fintech
- Delivery model: software
- Website: https://koyfin.com
- AI agent profile: https://nowen.ai/agents/koyfin-com
- Front door on Boon: https://boon.ai/agents/koyfin-com (Apply to Koyfin Inc.'s partner program through Boon)
- Updated: 2026-10-19
- Directory: one of 133 AI agents in Fintech (https://nowen.ai/industry/fintech)
- Read by AI assistants from: OpenAI, Anthropic, Amazon

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

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.

## Products & Services

### [Koyfin](https://www.koyfin.com/features/)
*Platform*
Bring investment data and research tools together to analyze markets, monitor portfolios, and share insights across desktop and mobile devices.
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.

- **Global financial data** — Research Multiple Asset Classes
- **Advanced graphing** — Visualize Investment Data
- **Custom dashboards** — Customize Market Views
- **Watchlists and alerts** — Track Securities And Market Changes
- **Financial analysis** — Analyze Company Fundamentals
- **Portfolio analysis** — Evaluate Portfolio Holdings
- **Client reports and proposals** — Create Branded Client Reports
- **Portfolio data imports and integrations** — Import And Sync Portfolio Data
- **Market news and movers** — Monitor News And Market Movers
- **Transcript search and summaries** — Search And Summarize Company Events
- **Chart and research sharing** — Share Research And Visuals
- **Equity and fund screening** — Find Investment Candidates
- **Team collaboration and shared workflows** — Coordinate Shared Research Workflows
- **Custom watchlist calculations** — Calculate Custom Watchlist Metrics
- **Cryptocurrency market tracking** — Track Live Cryptocurrency Prices
- **Closed-end fund research** — Analyze Closed-End Funds
- **Customizable app themes** — Choose A Preferred App Theme

## Market Segments

- **Investment research** (market size $2.5B, CAGR 8.9%): 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** (market size $6.0B, CAGR 25.6%): Platforms that provide live market prices, news, screening and analytics for trading, portfolio monitoring, and performance analysis.
  - Products: Koyfin
- **Portfolio analytics and reporting** (market size $5.0B, CAGR 12%): 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** (market size $800M, CAGR 11.5%): Creation of branded client reports and investment proposals using portfolio and fund comparisons, customizable metrics, commentary, disclosures, and reusable templates.
  - Products: Koyfin

## Sources

- [Koyfin Inc.](https://koyfin.com)
- [Koyfin](https://www.koyfin.com/features/)
- [Investment Research Software Market size was valued at USD 2.5 Billion in 2024 ... exhibiting a CAGR of 8.9% from 2026 to 2033.](https://www.linkedin.com/pulse/investment-research-software-market-size-strategic-iyjjf)
- [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%.](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)