Koyfin Intro For Financial Advisers and RIAs

Описание: Rob Koyfman, founder/CEO, introduces Koyfin, which provides research capabilities for stocks, ETFs, mutual funds, and macro data. The platform offers a user-friendly interface, replacing older products like Bloomberg and Morningstar. Users can have meaningful conversations with colleagues and clients through informed market insights. Koyfin equips users with the data and expertise needed for more effective and strategic investment portfolios.

Rob demonstrates features such as the watch list, portfolio tools, and screening tools. He also showcases market dashboards like world equities and factors, allowing users to browse different parts of the market. Furthermore, the video discusses the security analysis feature, which provides snapshots of specific securities' key metrics, holdings, and performance data. This enables users to understand the composition and performance of their investments.

Additionally, Koyfin offers comprehensive data for single stocks, including valuation measures, analyst estimates, financials, and dividend information, allowing users to analyze stocks from a valuation standpoint and gain insights into fundamental measures and company performance.