Koyfin Description
Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, macro and custom dashboards.
Koyfin Alternatives
As fast as it takes to make a cup of coffee, grab powerful charts and add real-time financial information to your website. Simply copy and paste our iFrame codes, and you're good to go. Our display ratings make it easy to see the technical analysis of a symbol. This widget is ideal for macro-level analysis of the markets. This widget is especially useful on homepages. The widget displays the top five most active stocks, as well as the losing and winning stocks. It updates based upon current market activity so you always see the most relevant stocks. Keep an eye out for announcements and important economic events. You can also set up filters in just a few clicks. Our scrolling ticker tape allows you to go vintage Wall Street. This stock exchange-style ticker can be embedded in just a few clicks. You don't need a power suit or expensive watch.
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Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs.
For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting.
For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making.
Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights.
Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.
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Finapolis
Finapolis is built for investors who research US stocks themselves and for boutique firms that keep their research in-house. Instead of a separate screener, spreadsheet model, options calculator and portfolio tracker, it puts each step in one application.
Find candidates: screen US stocks and ETFs on sector, proprietary grades and 26 fundamental metrics, or look for collar setups with the options screener.
Value a company: study financial statements, 23 fundamental ratios and peers, then set your own assumptions in a DCF model with scenarios and a sensitivity grid.
Read the research: equity research reports on public companies come in summary, overview, company, industry and sources sections, and list the filings and earnings-call transcripts used.
Plan options trades: browse option chains, combine legs into strategies, check Black-Scholes values and the Greeks, and backtest an options overlay.
Watch the portfolio: sync brokerage accounts to follow performance against a benchmark along with Sharpe, Sortino, drawdown and beta, test rebalancing scenarios, and scan for tax-loss harvesting candidates with wash-sale tracking.
Napoli, the AI assistant inside Finapolis, can run a screen, pull up an analysis or check a portfolio when you ask in plain language.
Finapolis does not place trades and does not provide investment advice. Pricing starts at $79 per month, billed annually, and the 14-day free trial needs no credit card.
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QuoTrend
QuoTrend is an innovative stock screening and market analysis platform that utilizes AI technology to assist everyday traders and investors. Rather than memorizing over 170 different filters, users can simply articulate their desired criteria in plain language — for example, "stocks with dividends under a 15 P/E ratio and increasing earnings" — and the AI generates a customized screening tool. The filters remain visible and modifiable, ensuring users remain aware of their screening parameters at all times.
With comprehensive coverage of thousands of US stocks and ETFs, the platform offers approximately 20 years of price history, along with features like interactive charts, heatmaps for sectors and industries, insights into insider and congressional trading, as well as calendars for earnings, dividends, and economic events, not to mention ETF data and current news. Additionally, a daily signals board showcases significant trading setups and provides insights into their historical performance, including any unsuccessful trades.
The free tier of QuoTrend provides access to the majority of its features, while the Premium subscription, priced at $12.90 per month when billed annually or $19.90 for a monthly plan with a 7-day free trial, unlocks enhanced signal depth, advanced filtering options, and the ability to export data. It's important to note that QuoTrend serves as an information resource rather than as a source of investment advice, making it essential for users to conduct their own research before making financial decisions.
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Pricing
Pricing Starts At:
Free
Pricing Information:
Free Plan: $0 p/m
Plus Plan: $39 p/m
Pro Plan: $79 p/m
Plus Plan: $39 p/m
Pro Plan: $79 p/m
Free Version:
Yes
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Koyfin
Year Founded:
2016
Headquarters:
United States
Website:
www.koyfin.com
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Product Details
Platforms
Web-Based
Windows
Mac
Linux
iPhone App
iPad App
Android App
Chromebook
On-Premises
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Online Support
Koyfin Features and Options
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