Koyfin feels like a “Bloomberg-lite” research terminal: screeners, dashboards, charting, and financials — without the thousand-dollar-a-month punch in the wallet.
Quick answer: Koyfin is a web-based market research platform with stock screeners, dashboards, charting, and financial statements. It’s great for fast due diligence and macro context — but it’s not a broker, so you still place trades elsewhere.
Best for Yield Raiders: screening dividend candidates, sanity-checking fundamentals, and staying aware of “macro weather” (rates, sectors, risk-on/risk-off) before you hit the Buy button.
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Quick Summary
| Category | Detail |
|---|---|
| Best For | Stock research, screeners, dashboards, and macro context |
| Pricing | Free (limited), Plus & Premium tiers for deeper data + more power |
| Overall Rating | ⭐⭐⭐⭐☆ (4.6/5) |
What Is Koyfin?
Koyfin is a browser-based research platform that combines the stuff investors normally have scattered across five tabs:
- Stock screening
- Financial statements and fundamentals
- Charts (technical + fundamental)
- Market and macro dashboards
- Watchlists, custom dashboards, and portfolio tracking
“If your brain likes clean dashboards and quick answers, Koyfin is a very happy place.”
Key Features
Stock Screener (fast filters, faster decisions)
Build screens for dividend candidates using fundamentals like yield, payout ratio, debt, cash flow, margins, growth, and valuation — then save them for reuse.
“This is where you stop guessing and start filtering.”
Dashboards (macro weather in one look)
Koyfin’s dashboards help you see rates, sectors, indices, commodities, credit conditions, and other big-picture signals without doom-scrolling the internet.
“Great for checking if the market is calm… or about to throw furniture.”
Financials & Fundamentals (the due-diligence engine)
Pull up company financials, key ratios, and time-series views that make it easier to sanity-check dividend safety and business quality.
“If the dividend is a promise, this is where you check the bank account.”
Charting (technical + fundamental in the same room)
Useful charting and templates for quick “entry timing” checks — especially when you’re trying to avoid buying right before a face-plant.
“Not a trading platform — but a solid ‘should I enter here?’ compass.”
Pricing & Access Info
- Pricing: Free plan (limited). Paid plans unlock longer history, more screens/watchlists/dashboards, and deeper research tools.
- Login Required? Yes
- Upsells or Ads? Expect plan limits on Free (you’ll feel them once you get productive).
Verdict: One of the cleanest “research terminals” for investors who want strong tools without a pro-terminal budget.
Pros & Cons
Pros
- Strong screeners + dashboards in a clean UI
- Great “one place” workflow for research
- Macro context is easier to see than most tools
- Free plan is genuinely usable (until you outgrow it)
Cons
- Free plan limits can pinch once you build multiple screens
- Not a broker (research only — execution elsewhere)
- If you want ultra-specialized dividend-capture tooling, you may still need a dedicated dividend calendar tool
Is It Worth It for Dividend Capture?
Yes — especially if you’re serious about reducing dumb mistakes. Koyfin shines for capture traders who want to:
- Screen for dividend candidates with solid fundamentals
- Confirm payout safety signals before a trade
- Check macro conditions (rates, sectors, credit mood) before entering
Not great for: being your “only” dividend calendar or a trade-execution tool.
Who Should Use This Tool?
- Yield Raiders who want better screens and cleaner research
- Investors who like dashboards and hate tab chaos
- Anyone who wants macro awareness without living on CNBC
Our Verdict
“Koyfin is a slick research terminal that helps you screen smarter, sanity-check fundamentals, and stay macro-aware — which is exactly how you avoid stepping on rakes in dividend capture.”
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