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Real-time market data, advanced charting, company financials, analyst estimates, screeners, portfolio tracking, and macro dashboards. Covers global equities, ETFs, mutual funds, fixed income, and economic data.
Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
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Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
Official website and product documentation state global coverage for equities, fixed income, macro, and other asset classes. | |
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Historical Data Depth Range of years of historical data available. |
No information available | |
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Alternative Data Integration Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc. |
Alternative data: Provides economic indicators, consensus estimates, and ETF fund flows; covers some alternative sources. | |
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Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
Detailed financial statements and filings for public companies are highlighted as a core feature. | |
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Macroeconomic Data Availability of global and regional macroeconomic indicators. |
Includes global macroeconomic dashboards and economic data. | |
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Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
Offers consensus and analyst earnings estimates on platform. | |
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Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
Provides real-time and delayed price feeds and major news wires. | |
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Tick Data Granularity Level of detail for tick/transaction-level data. |
No information available | |
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Coverage Universe Size Number of companies, securities, or instruments covered. |
No information available | |
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Event Calendars Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases). |
Provides event calendars for earnings, dividends, and macro releases. | |
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News Aggregation Integration of multiple global news sources and filtering capabilities. |
Aggregates news from reputable global newswires with filtering options. | |
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Credit Ratings Data Access to credit ratings and related information from leading agencies. |
No information available |
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Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc. |
Offers DCF, dividend discount, and comparables templates for financial modeling. | |
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Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
Risk metrics (Beta, volatility, drawdowns) and scenario tools are available. | |
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Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
Advanced screening and filtering for equities, funds, and other securities. | |
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Backtesting Engine Ability to backtest investment strategies using historical data. |
Historical price and factor backtests available in screening and portfolios. | |
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Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
Comprehensive portfolio tracking, performance, risk attribution, and sector exposures. | |
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Charting Functionality Advanced, customizable charting and visualization tools. |
Wide range of customizable interactive chart types. | |
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Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
Peer group comparison built-in for equities and financials. | |
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Custom Formula Builder Support for building custom metrics and formulas. |
Create custom formulas using available data fields and mathematical/statistical operators. | |
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API Access for Analytics Exposing platform analytics via API for integration with other tools. |
API with REST access for analytics and enabling export and integration. | |
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Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
Forecasting tools, such as earnings and price target scenarios, are present. | |
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Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
No information available |
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Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
Shared dashboards and watchlists are supported for teams and clients. | |
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Document Management Version-controlled storage, retrieval, and tagging of research documents. |
No information available | |
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Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
No information available | |
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Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
No information available | |
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Approval Workflows Formal review and approval processes for research notes and publications. |
No information available | |
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Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
Built-in PDF/Excel research report builders, branding, and export. | |
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Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
Integration with Google and Outlook calendar for events and reminders. | |
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Version Control Tracking and management of updates/edits to research documents and models. |
No information available | |
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Content Searchability Advanced search and retrieval of research notes, documents, and data. |
Full-text and context search of companies, tickers, documents, and notes supported. | |
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Automated Reminders Automated notifications for important research deadlines or market events. |
Event-based and task reminders, e.g., for earnings and portfolio alerts. |
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API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
REST API documentation for data platform and analytics; supports integration. | |
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Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
Integrates real-time feeds (IEX, Refinitiv) and can ingest other vendor data (limited). | |
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Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
Supports SSO via SAML and Microsoft Azure AD for enterprise clients (via product FAQ). | |
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Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
Data export to Excel, CSV, PDF, and clipboard widely supported throughout platform. | |
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CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
No information available | |
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Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
No information available | |
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ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
No information available | |
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BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
No information available |
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Intuitive Navigation Clean user interface with logical navigation structure. |
Koyfin widely praised for clean and intuitive user interface. | |
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Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Custom, multi-widget dashboards can be created by users. | |
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Theme and Branding Options Support for custom firm branding and color schemes. |
Dashboard and report branding (logos, colors) is available for enterprise clients. | |
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Accessibility Compliance Compliant with WCAG or local accessibility standards. |
No information available | |
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Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
Native mobile apps and responsive web, with ongoing updates for device optimization. | |
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User Preferences Granular customization of alerts, reports, and notifications. |
Users can tailor alerts, watchlists, and portfolio tracking preferences. | |
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Multi-Language Support Availability of platform in multiple languages. |
Supports 10+ languages according to website documentation. | |
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Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
Keyboard shortcuts are documented and available for chart functions and navigation. |
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System Uptime Guaranteed platform uptime (SLA). |
No information available | |
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Response Time Average latency for user interactions and analytics queries. |
No information available | |
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
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Load Balancing Automated distribution of workloads across system resources. |
No information available | |
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Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
No information available |
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Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
Communications secured by HTTPS/TLS according to website and API documentation. | |
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Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
Data at rest encrypted; Koyfin privacy policy and security statement mention this. | |
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Role-Based Access Control Granular user and permission management. |
Enterprise platform offers granular permission and access controls. | |
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Audit Logging Comprehensive logs for tracking all user and system activities. |
No information available | |
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Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
GDPR-compliant; privacy and compliance certifications (including SOC2 for enterprise). | |
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Multi-Factor Authentication Support for MFA in user logins. |
2FA/MFA present for logins, as per security FAQ section. | |
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Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
Supports data privacy preferences and retention controls in admin panel. | |
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Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
No information available |
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24/7 Support Access to live support around the clock. |
24/7 live support via chatbot and e-mail; verified by FAQ and user reviews. | |
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Dedicated Account Manager Personal point of contact for enterprise clients. |
Priority service and dedicated representative for enterprise deals. | |
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In-Platform Tutorials Interactive guides for onboarding and user education. |
Interactive onboarding and contextual help integrated into web application. | |
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Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
Comprehensive support center and help articles for users. | |
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Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Offers custom onboarding and advanced training for institutional clients. | |
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Response Time SLA Guaranteed support response time as per client tier. |
No information available |
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Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
Transparent pricing structure published online for each plan. | |
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Modular Licensing Ability to purchase only specific modules or functionalities. |
Licenses modular—add/remove features and data packages. | |
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Usage-Based Pricing Option for per-user or per-usage pricing models. |
Usage-based pricing for add-ons, per-user, or data-feed charges. | |
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Volume Discounts Discounts for larger user numbers or extended contracts. |
Discounts available for multi-seat and enterprise contracts. | |
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Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
Free trials and demo accounts offered; visible on website. |
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Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
NLP-powered news and document search, sentiment tagging. | |
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Smart Alerts AI-driven, context-aware alerts and recommendations. |
Machine learning-driven personalized alerts and watchlist notifications. | |
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Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
No information available | |
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Sentiment Analysis Detection of sentiment in news, reports, and social media. |
Sentiment analysis and visualization for news, Twitter, and reports. | |
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Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
Predictive charts, regressions, and factor models available. | |
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Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
Platform provides recommended dashboards and news based on user behavior. |
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Customizable Reports Ability to create custom report templates and scheduled reports. |
Users can generate fully custom reports and schedule distribution. | |
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Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
No information available | |
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Usage Analytics Detailed tracking and reporting of platform usage. |
Usage analytics available in enterprise/organization admin module. | |
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Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
Action logs and audit trails available for compliance clients. | |
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Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
Excel, PowerBI, and reporting tool integration possible via export and direct API. |
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