VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, December 3, 2025
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Web-first research & portfolio-analytics terminal with global multi-asset coverage, advanced charting, powerful screeners, and advisor-focused model/client portfolio tooling. Strong for fundamental and macro workflows across stocks, ETFs, mutual funds and global yields, with custodian integrations and client-reporting features on advisor tiers. No public data API; data exports are constrained by vendor licenses.
Community votes (overall)
Key features
- Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
- Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
- Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
- Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.
- Custom Formulas and Custom Data Series to build derived columns in tables and ingest external price series (e.g., private funds, real estate, custom indices) that plug into charts, watchlists, portfolios and exposures.
- My Dashboards & Macro Dashboards to assemble fully customizable workspaces mixing graphs, tables, macro tiles, news, transcripts, portfolios and model portfolios.
- Portfolio stack spanning My Portfolio for self‑directed investors (lot‑level P/L, multiple accounts), Model Portfolios (benchmarked performance, drawdowns, beta, correlation) and Client Portfolios for advisors.
- Portfolio exposure analytics across asset classes, sectors, industries, regions, countries, fixed‑income sector/quality/maturity, with Holdings Contribution and Holdings Matrix to surface concentration & overlap.
- Advisor features including client proposals & PDF reports, custom report pages, fee‑savings exhibits, SMAs, households, and multi‑custodian/PMS integrations plus PDF brokerage‑statement upload.
- Deep ETF & fund analytics: holdings & constituent contribution, flows, valuation metrics, fund percentile ranks, mutual fund performance/drawdown characteristics and stylebox/percentile rank snapshots.
- Integrated company & watchlist news (including premium news), press‑release and filings views, plus earnings and economic calendar builders and custom news screens.
- Transcript search and transcript summaries tied into actuals & consensus snapshots to compare reported and forward‑looking fundamentals on one screen.
- Web terminal plus iOS/Android apps that mirror watchlists, dashboards and portfolio analytics for on‑the‑go monitoring.
- Optional two‑factor authentication and an explicit vulnerability‑disclosure policy aimed at protecting advisor and client data.
FAQ
Is Koyfin free?
Not entirely. Koyfin includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
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Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.