Koyfin provides comprehensive financial market data and analytics tools designed for financial advisors, wealth managers, asset managers, equity researchers, and independent investors. The platform delivers extensive coverage across global securities including over 100,000 equities, ETFs, mutual funds, bonds, forex, futures, cryptocurrencies, and macroeconomic data from 40+ countries. Users can access up to 10 years of historical financial statements, analyst estimates, consensus forecasts, earnings transcripts, press releases, and real-time market news from sources including Reuters, Bloomberg, and CNBC.

The platform features advanced charting capabilities with custom technical and fundamental indicators, an equity screener with 5,900+ filter criteria, customizable market dashboards, and unlimited watchlist creation. Financial advisors benefit from specialized tools including model portfolio construction, client portfolio tracking with custodian integrations, and professional report generation with customizable branding. The platform supports PDF brokerage statement uploads and integrations with major custodians including Schwab and Altruist.

Koyfin's interface is fully customizable, allowing users to personalize workspace layouts, color themes, and dashboard configurations. The platform includes portfolio analytics with performance attribution, risk metrics, drawdown analysis, and benchmark comparisons. Additional features include price alerts across multiple asset classes, ETF holdings analysis with sector and industry breakdowns, mutual fund screening tools, and custom financial templates.

Designed as an affordable alternative to institutional platforms, Koyfin offers a freemium model starting with a free tier and paid plans ranging from $39 to $299 per month, with enterprise team solutions available. The platform is accessible via web application and mobile apps for iOS and Android, with data synchronization across devices.