Koyfin Reviews & Ratings

4.5/5

“Excellent for Fundamental Stock Analysis”

I analyze company fundamentals before investing, and Koyfin gives me all the data I need without opening multiple websites.

Pros : Detailed income statements, balance sheets, cash flow data, valuation multiples, and peer comparisons.

Cons : Financial data refresh can lag slightly on lower subscription plans.

Switched from : Morningstar

Reason to switch : I switched because Morningstar’s deeper data was locked behind higher-priced subscriptions.

4.5/5

“Great Research Tool for Students and Analysts”

I used Koyfin during my finance studies. It helped me visualize market trends and analyze companies for academic projects.

Pros : Strong educational value with financial data, economic indicators, and market comparisons.

Cons : Students may find the interface overwhelming at first.

Switched from : Bloomberg Lab Access

Reason to switch : I switched because Bloomberg access was limited to campus labs, while Koyfin offered remote access.

4.5/5

“Excellent Portfolio Tracking Features”

I track all my investments inside Koyfin. It shows my exposure across sectors, regions, and asset classes in one view.

Pros : Koyfin allows portfolio tracking, performance analysis, and asset allocation breakdowns.

Cons : Manual portfolio imports require careful data entry.

Switched from : Personal Capital

Reason to switch : I switched because Personal Capital focused more on net worth and budgeting than market-level analysis.

4.5/5

“Best Free Financial Dashboard I’ve Used”

Even without paying, I track markets, stocks, and economic indicators daily. It’s easily the most powerful free investment dashboard I’ve tried.

Pros : The free plan includes watchlists, charts, economic calendars, and company fundamentals.

Cons : Some advanced metrics require paid plans.

Switched from : Yahoo Finance

Reason to switch : I switched because Yahoo Finance lacked deep financial modeling and customizable dashboards.

4.3/5

“Bloomberg-Level Data at a Fraction of the Cost”

I needed professional-grade financial data without paying Bloomberg-level pricing. Koyfin gave me stock prices, company financials, and macro data all in one place.

Pros : Koyfin offers real-time market data, financial statements, dashboards, and macroeconomic indicators in one platform.

Cons : The interface feels crowded when too many widgets are loaded.

Switched from : Bloomberg Terminal

Reason to switch : I switched because Bloomberg was far too expensive for personal or small-firm use, while Koyfin offered similar visibility at a fraction of the cost.

4.3/5

“One of the Best Hidden Gems in Financial Research”

Koyfin quietly replaced most of my paid finance tools. It became my all-in-one research hub for stocks, ETFs, crypto, macro data, and portfolio monitoring.

Pros : Combines real-time markets, fundamentals, macro data, dashboards, screeners, and portfolios in one platform.

Cons : Not many tutorial guides compared to mainstream investment apps.

Switched from : StockCharts

Reason to switch : I switched because managing several disconnected tools was inefficient and time-consuming.

4.3/5

“Clean Charts With Powerful Comparison Tools”

I regularly compare stocks, ETFs, and sectors on one chart. The visual clarity helps me identify relative performance quickly.

Pros : Interactive charts, multi-asset overlays, and technical indicators.

Cons : Advanced technical indicators are limited compared to dedicated trading platforms.

Switched from : TradingView

Reason to switch : I switched because TradingView focused more on technical trading than on fundamentals and macro data.

4.3/5

“Custom Dashboards Make Daily Research Faster”

Once I built my custom market dashboard, I stopped jumping between multiple finance websites. All my key data loads on one screen.

Pros : Fully customizable dashboards with drag-and-drop widgets and real-time updates.

Cons : Dashboard setup can feel overwhelming at first.

Switched from : Google Finance

Reason to switch : I switched because Google Finance offered limited customization and surface-level data only.

4.3/5

“Powerful Screener for Stock and ETF Discovery”

I use the screener to find undervalued stocks based on earnings growth and valuation multiples. It saves me hours of manual filtering.

Pros : Stock, ETF, and bond screeners with financial ratios and market filters.

Cons : Screener performance slows with very large datasets.

Switched from : Finviz

Reason to switch : I switched because Finviz had limited financial depth on its free tier compared to Koyfin.

4.3/5

“Great for Macro and Economic Data Tracking”

I follow interest rates and global markets closely. Koyfin lets me visualize macro trends and correlations instantly in a single dashboard.

Pros : Tracks global GDP, inflation, interest rates, commodities, forex, and bond yields.

Cons : Learning all macro dashboards takes time.

Switched from : Trading Economics

Reason to switch : I switched because Trading Economics focused mainly on raw data tables, while Koyfin offered better visual dashboards.