Koyfin for Mac

Koyfin for Mac is a highly versatile online financial market analytics tool designed for investors, analysts, and finance professionals.



Koyfin for macOS offers a comprehensive suite of features that streamline financial analysis and enhance decision-making processes, with easy-to-access modules for real-time market data overview, advanced charting capabilities, and extensive financial metrics across various asset classes.

This web app can easily handle equities, fixed income, foreign exchange, mutual funds, bonds, and more.

Users are also free to create customizable dashboards and watchlists, allowing them to optimize their user interface, focus on the metrics and companies that matter most to their investment strategies, and simplify their daily workflows with customizable tools.

Since its arrival on the market in 2016, this financial data and analytics platform received regular updates that enhanced its capabilities, becoming one of the most popular tools for financial researchers, advanced analysis, and more.



Key Features

Real-Time Market – Gain an instant overview of real-time fluctuations of worldwide financial markets.

Customizable Dashboard – Modify the look and placement of financial modules, achieving a personalized view of market data and analytics.

Stock Screener – Filter stocks based on various fundamental and technical criteria.

Financial Statements Database – Single-click access to detailed financial statements for comprehensive analysis.

Technical Analysis – Monitor markets with highly customizable charting tools for analyzing price movements and trends.

News Feed – Access real-time news updates and be instantly informed about emerging market events.

Peer Comparison – Access built-in tools for comparing specific stocks against their peers.

Macro Trends – Learn about broader market trends and economic conditions directly inside the app.

Portfolio Tracking – Monitor the performance of investment portfolios in real time.

Alerts and Notifications – Set custom alerts for price changes, news updates, and economic events.

Flexible Pricing – Accessible both via free beginner package and feature-rich premium subscriptions.

Installation and Setup

Since this is a web-based application, users are not required to download a local client and can instead access this powerful financial service directly from inside any modern browser. This approach is especially useful for businesses that can deploy this tool to all their employees without the need for extensive IT assistance.

First-time users are required to create a new account, and which tier of service they want to access. Once registered, users can log in from any Windows PC, Mac, or mobile device with internet access.

How to Use

Once logged in inside the web app, users are free to navigate through various sections to access market data, create dashboards, and set up watchlists.

The stock screener service allows anyone to quickly filter stocks based on specific criteria, while the highly customizable charting tools enable detailed technical analysis.



In addition to real-time market tracking and financial analysis, users can also set alerts for significant market events, ensuring they stay informed about their investments.

The service is optimized to best serve the daily needs of investors, financial companies, financial advisors, research analysts, professional traders, students, universities, and various other financial and educational organizations.

User Interface

The user interface of this app is designed for ease of use, easy navigation, and high customizability, which prioritizes data visualization.

The dashboard is customizable, and optimized for both single monitor and multimonitor setups, allowing users to arrange widgets and charts according to their preferences.



The color scheme is professional, with clear labels and easy tabbed navigation shortcuts, with native optimization for small smartphone displays.

FAQ

What is Koyfin for Mac?
It is a financial analytics platform that provides real-time market data, advanced charting tools, and comprehensive financial metrics to assist investors and analysts.

Is it safe?
Yes. This professional tool employs industry-standard security measures to protect user data.

How secure is my data on Koyfin?
It uses industry-standard encryption and security measures to protect your data. As a web-based platform, it employs HTTPS protocol to ensure secure communication between your Mac and their servers. However, it’s important to protect your account with a strong password and enable two-factor authentication (if available) to add an extra layer of security.

Is Koyfin free to use?
It offers both free and paid subscription plans. The free plan gives access to a wide range of data, but has limitations on the number of dashboards, watchlists, and advanced features. Paid plans, such as "Basic" or "Plus," provide additional features like more data points, customizable chart settings, and broader access to historical data.

What are the system requirements for using Koyfin?
Koyfin is a browser-based platform, so it does not require specific hardware or software installation on a Mac. However, for the best performance, you should use the latest version of browsers like Chrome, Firefox, or Safari. A stable internet connection is essential to access real-time data and other features smoothly.

Can I export data and charts from Koyfin?
Yes, it allows you to export charts and data. You can download charts in image formats like PNG or export data in CSV format. This feature is particularly useful for users who want to analyze data offline or include visualizations in reports or presentations.

Alternatives

TradingView – A popular financial charting platform founded in 2011, offering real-time data and social networking features for traders.

Trade Ideas: AI Trading Ideas and Technical Analysis from Top Traders!

TrendSpider: AI Smart Trading and Automated Technical Analysis Software for Mac.

Tickeron: AI Free Signals for Day and Swing Stock Trading.

Pricing

FREE Plan: Provides access to a basic set of features with limited access to financial data.

• 2Y financials & 1Y estimates
• Fundamental charting
• 2 watchlists & portfolios
• Market & macro dashboards
• 2 screens
• Economic & earnings calendar
• Limited company snapshots
• Web-based news

Plus Plan: $39/month, includes advanced features like unlimited watchlists and 10 years of financial data.

• 10Y financials & 10Y estimates
• Filings & transcripts
• 10 custom formulas
• 1 custom financial template
• Stock & ETF screener
• ETF holdings
• 100K+ global company snapshots
• Premium news & press releases

Pro Plan: $79/month, offers all Plus features plus unlimited custom formulas and mutual fund analysis.

• Everything in Plus
• Model portfolios
• US & CA mutual fund data
• ETF valuation
• Mutual fund screener
• Mutual fund holdings
• Unlimited custom formulas
• Unlimited financial templates

System Requirements

This web platform can be accessed on all modern PCs and Macs with an updated browser app.

PROS

• Comprehensive financial data and analytics.
• Highly customizable dashboards and watchlists.
• Real-time market alerts and updates.
• User-friendly interface.
• Extensive historical data.
• Flexible pricing options.
• Free tier of use.

CONS

• No offline functionality.
• Many useful tools and services are only available in paid plans.
• Limited functionality in the free version.

Also Available: Download Koyfin for Windows