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Quickly graph ETFs and Mutual Funds performance for deeper insights, informed decisions, and tailored strategies. Empower your clients with data-driven success.
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Optimize your clients' portfolios by tracking factor performance. Gain valuable insights, improve asset allocation, and achieve superior results. Elevate your expertise for the benefit of your clients.
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Create a watchlist for stocks, ETFs & mutual funds - stay informed, spot trends, and seize opportunities.
Product Description
About this Product
Koyfin provides all the financial data and analytics
- Global equity coverage including prices, financials, estimates and price targets
- US ETF and Mutual Fund characteristics and total return
- Macro data like government bond yields and economic data
About Koyfin
Ranked as the #1 analytics tool for “Value for the money” by the 2022 Kitces Report. Over 50,000 financial advisors worldwide use Koyfin as their number one tool to analyze the markets and keep track of their investments. Koyfin enables advisors to save time and increase client satisfaction by offering an optimal solution for security research, portfolio construction, client communication, and market monitoring. With Koyfin, advisors can showcase their value to clients and prospects.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.