Koyfin Features

Integrations

Third Party Integration Supports tools like research platforms, analytics software, and financial news services.
Market Data Integration Links the platform to real-time market data feeds for timely trading decisions.
Social Media Integration Connects with social platforms to track sentiment, discussions, and trends.
API Integration Connects with external APIs for custom trading, data feeds, or system automation.
Multi-Language Support Provides the ability to use the software in various languages for global accessibility.
Brokerage Integration Connects to brokerage accounts for seamless trading and order execution.
Cloud Data Integration Stores and accesses trading data through cloud services for scalability.

Core Features

Portfolio Management Track and analyze investment holdings, returns, and asset allocation in real time.
Market Data Real-time and historical stock price feeds, trade volume, and market indices for analysis.
Watchlist A customizable list for monitoring preferred stocks, providing real-time updates on price and volume.
Charting Tools Visual tools for analyzing stock trends and patterns using technical indicators and price movements.
Stock Screener Filters stocks based on specific criteria like market cap, P/E ratio, or price movement.
Order Control Tools to manage, modify, and cancel buy or sell orders efficiently on the trading platform.
Order Execution Automated system to process buy/sell orders directly via the broker and stock exchange.

Order Execution

Limit Order An order to buy/sell at a specific price or better, ensuring price control but not guaranteed execution.
Market Order Buy/sell immediately at the current market price, ensuring execution but no price control.
Stop (Loss) Order Automatically sells stock when it drops to a pre-set price to minimize losses.
Stop Limit Orders Combines a stop-loss order with a limit order to sell/buy once a set price is triggered.
Trailing Stop Order Automatically adjusts stop price as the market price moves in favor of the position.

Research and Analysis

Sentiment Analysis Evaluates market sentiment from news and social media to gauge stock trends.
Analyst Ratings Displays professional analyst opinions on stocks, including buy, hold, or sell recommendations.
Multi-Timeframe Analysis Analyzes price trends across different timeframes for better decision-making.
Advanced Order Flow Analysis Tracks and analyzes buying and selling activity across the market.

Trading Options

Paper Trading Practice trading without risking real capital using simulated environments.
Swing Trading A strategy that captures shortto medium-term gains from price swings.
Intraday Trading Buy and sell stocks within the same trading day to capitalize on short-term movements.
Derivative Trading Trade derivatives like options, futures, and swaps based on underlying assets.
Algorithm Trading Executes trades based on pre-set algorithms without manual intervention.
Options Trading Allows the buying/selling of call and put options for speculative or hedging purposes.
Futures Trading Trade contracts to buy or sell assets at a future date at predetermined prices.
Forex Trading Enables trading in currency pairs based on fluctuations in the foreign exchange market.
Crypto Trading Buy/sell cryptocurrencies like Bitcoin and Ethereum on dedicated platforms.
Automatic Trading Uses automated systems to execute trades according to predefined criteria.
Rotational Trading Alternates investments between sectors, asset classes, or strategies based on market trends.
Spread Trading Speculative trading of the price difference between two assets.

Account Management

Audit Trail Tracks and logs user activity to maintain compliance and security.
Multi-Factor Authentication (MFA) Adds a second layer of security to protect accounts from unauthorized access.
User Access Management Controls who can execute trades, view reports, or manage funds based on assigned privileges.
Customizable User Interface Allows users to personalize the layout and appearance of the platform.
Account Summary Reports Provides detailed summaries of account balances, holdings, and transactions.

Technical Analysis

Trendlines Visual representation of stock price trends over time to predict future movements.
Technical Indicators Tools like RSI and MACD for analyzing stock price momentum and direction.
Custom Indicators Create and apply personalized technical indicators for unique trading strategies.
Smart drawing tools Customizable tools to draw patterns like support, resistance, and Fibonacci retracements.
Automated Technical Patterns Detection Automatically identifies patterns like head and shoulders or flags.

Fundamental Analysis

Balance Sheet Shows a company's assets, liabilities, and shareholders’ equity for financial health analysis.
Income Statement Displays a company’s revenue, expenses, and profitability over a specific period.
Industry Analysis Compares stock performance against industry benchmarks for relative valuation.
Financial Ratios Key metrics like P/E and P/B ratios to evaluate stock value relative to financial performance.
Cash Flow Statements Tracks cash inflows and outflows to assess company liquidity and operational efficiency.
Earnings Forecasts Predicts future earnings based on historical data and market conditions.
Company Valuation Models Estimates a company’s value based on DCF, NPV, and other valuation methods.

Backtesting and Optimization

Paper Trading Practice trading without risking real capital using simulated environments.
Historical Data Simulation Tests trading strategies against past data to assess their effectiveness.
Strategy Tester Evaluates the performance of trading strategies before deploying them in live markets.
Strategy Optimization Fine-tunes trading strategies by adjusting parameters for improved performance.
Monte Carlo Simulation Uses probabilistic models to forecast trading outcomes in uncertain conditions.

Risk Management

Performance Analytics Tracks portfolio and trade performance through returns, drawdowns, and risk measures.
Maximum Drawdown Analysis Measures the largest peak-to-trough decline in a portfolio's value.
Risk Calculator Estimates potential profit/loss scenarios based on trade size and risk percentage.
Position Sizing Calculator Determines the appropriate trade size based on risk tolerance and market conditions.
Diversification Analysis Analyzes portfolio risk by evaluating asset allocation and exposure to different sectors.
Stop-Loss Automation Automatically implements stop-loss rules to limit potential trading losses.

Reporting & Analytics

Dashboards Visual displays of key metrics like portfolio performance, risk levels, and trade history.
Portfolio Tracking Real-time tracking of your investments, including value, returns, and allocations.
Customizable Reports Tailored reports to analyze performance, tax implications, or investment behavior.
Risk Analytics Analyzes portfolio risks by measuring volatility, drawdowns, and exposure.
Trade Performance Attribution Breaks down the source of trading gains or losses for better analysis.

Alerts & Notifications

Price Alert Notifies users when stock prices reach a specific target or threshold.
Push Notifications Sends updates directly to mobile devices for timely decisions.
Real-Time Market Updates Sends alerts on price changes, market movements, and breaking news.
News Alert Delivers important financial news related to specific stocks or sectors.
Volume Alerts Signals abnormal trading volume, indicating potential market movements.
Sentiment Alerts Notifies users of changes in market sentiment based on social or news analysis.

Brand Name	Koyfin
Information	Koyfin is a financial data and analytics platform for researching stocks and understanding market trends.
Founded Year	2016
Director/Founders	Rich Meatto, Rob Koyfman
Company Size	1-100 Employees

Koyfin