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Koyfin, an investment research and portfolio analytics platform, has launched Daily Sync, a feature that automatically updates connected client accounts for financial advisors. The tool imports new accounts and refreshes holdings and balances daily once advisors connect a custodian or portfolio management system. Daily Sync supports eight integrations at launch and allows advisors to sync individual accounts on demand. The feature enables advisors to analyze portfolios and create client reports using current data. "We want advisors to be confident they're working with the latest portfolio information," said Rob Koyfman, chief executive officer of Koyfin. The platform combines market data, investment research, portfolio analytics, and client presentations. Daily Sync is available on Koyfin's Advisors plan.

Koyfin launches Daily Sync to automatically update Client Portfolios. Business Wire New feature automatically updates client accounts from connected custodians and portfolio management systems. MIAMI, July 28, 2026-(BUSINESS WIRE)-Koyfin, the investment research and portfolio analytics platform for financial advisors and investors, today announced the launch of Daily Sync, a new feature for Client Portfolios that automatically updates connected client accounts. This enables advisors to analyze portfolios and create client-ready reports using the latest portfolio data. Once advisors connect a custodian or portfolio management system, Koyfin automatically imports new accounts and refreshes holdings and balances daily. Advisors can also sync an individual account on demand. At launch, Daily Sync supports eight custodian and portfolio management system integrations. "We want advisors to be confident they're working with the latest portfolio information," said Rob Koyfman, Chief Executive Officer of Koyfin. "Daily Sync makes sure connected portfolios stay up to date automatically." Koyfin combines market data, investment research, portfolio analytics, and client presentations in a single platform. By bringing client portfolios into that environment, advisors can research the underlying investments, analyze portfolio allocation, exposure, risk, and holdings, compare portfolios with firm models, and create client-ready reports. Daily Sync keeps connected portfolio data current throughout that workflow. About Koyfin Koyfin is an investment research and portfolio analytics platform designed as a modern alternative to legacy terminals. It helps financial professionals research investments, analyze portfolios, and create client-ready reports from a single platform. Koyfin serves individual investors, RIAs, wealth management firms, and institutional investment teams.

TradingView vs Koyfin: which stock analysis tool is Best in 2026? Compare TradingView vs Koyfin to find the best stock analysis platform. Atlantis break down features, pricing, fundamental vs technical tools, and who each is for. TradingView Koyfin stock research tools investing platforms comparison fundamental analysis technical analysis When it comes to upgrading your stock research process in 2026, two platforms consistently dominate the conversation: TradingView and Koyfin. Both promise professional-grade analysis at retail-friendly prices, and both offer free tiers that far exceed legacy tools like Yahoo Finance. But despite their similarities, they solve fundamentally different problems for investors. Choosing the wrong platform means paying for capabilities you don't need while missing out on the essential data required for your specific investing style. In this TradingView vs Koyfin comparison, Atlantis'll break down their features, pricing, and analytical focus to help you decide which tool deserves a place in your investment workflow. The core difference: technical vs fundamental analysis. The defining divide between these two platforms comes down to how you analyze the market. TradingView was built for traders and technical analysts who analyze what a stock's price is doing. Its focus is on momentum, trend lines, support and resistance levels, and chart pattern formations. Koyfin, on the other hand, was built by former Goldman Sachs analysts for investors who analyze what a company is. Its focus is on financial health, earnings trajectories, valuation multiples relative to peers, and intrinsic value. While both platforms have made strides to incorporate features from the other side, their core architectures remain true to their original purposes. TradingView: The undisputed king of charting. TradingView has become the de facto standard for retail charting, boasting a community of over 100 million users. If your investment strategy relies heavily on technical analysis, TradingView is difficult to beat. Key strengths of TradingView. * Best-in-Class Charting: TradingView offers 21+ chart types, over 400 built-in indicators, and 110+ drawing tools. Features like volume profile and bar replay make it the most comprehensive charting suite available to retail investors. * The Pine Script Ecosystem: TradingView's proprietary programming language has spawned over 100,000 community-created indicators and strategies. * Massive Social Community: With millions of users publishing trade ideas and strategies, TradingView functions as a social network for traders. This allows you to follow experienced analysts and learn from real-time market perspectives. * Broker Integration: You can connect your brokerage account directly to TradingView, allowing you to analyze a chart and execute a trade without ever leaving the platform. Where TradingView falls short. While TradingView is unparalleled for technical analysis, its fundamental data is relatively shallow. If you need to perform deep dives into 10-year earnings comparisons, segment-level revenue breakdowns, or advanced valuation models, you will quickly hit the platform's limitations. Koyfin: institutional-grade Fundamental Data. Koyfin was designed to bridge the gap between expensive institutional tools (like the $24,000/year Bloomberg Terminal) and basic retail screeners. It brings institutional-grade financial data to individual investors at a fraction of the cost. Key strengths of Koyfin. * Deep Fundamental Data: Koyfin provides 10-year financial statements, quarterly breakdowns, analyst consensus estimates, and detailed valuation metrics. This depth separates it from almost every other retail platform. * Unmatched Screening Power: With over 5,900 filter criteria, Koyfin's screener is in a league of its own. You can build complex, multi-factor screens combining valuation, growth, profitability, and momentum metrics to find highly specific investment opportunities. * Customizable Dashboards: You can build multi-panel layouts combining financial data, charts, news, and screening results, creating a personalized research workstation. * Macro and Portfolio Tools: Koyfin excels at tracking macro assets, government bond yields, and ETF/mutual fund holdings, making it excellent for top-down analysis. Where Koyfin falls short. Koyfin has a steeper learning curve than TradingView. Expect to spend time configuring dashboards and learning the interface. Additionally, its charting tools, while functional, do not match the advanced capabilities or the vast indicator library of TradingView. It also lacks the massive social community that TradingView offers. Pricing comparison for 2026. Both platforms offer functional free tiers that allow you to test the waters before committing to a paid subscription. * TradingView: The paid tiers start with the Essential plan at around $12.95/month (billed annually), making it highly accessible. Higher tiers like Plus ($29.95/month) and Premium ($59.95/month) unlock more charts per tab, more indicators, and deeper historical data. * Koyfin: Koyfin's paid plans start higher, with the Plus plan around $39/month. The Pro plan ($79/month) unlocks advanced analytics and deeper data sets. While TradingView has a lower entry price, Koyfin delivers Bloomberg-level fundamental data that simply isn't available on TradingView, justifying the higher cost for serious fundamental investors. Which platform should you choose? The decision ultimately comes down to your primary investment strategy. Choose TradingView if: * You make decisions based on chart patterns, price action, and technical indicators. * You want access to a massive community of traders sharing custom scripts and ideas. * You trade multiple asset classes (crypto, forex, futures) and need unified charting. * You want to execute trades directly from your analysis platform. Choose Koyfin if: * You evaluate companies primarily through financial statements, earnings data, and valuation metrics. * Screening for stocks using complex fundamental criteria is central to your process. * You need 10-year financial history and detailed analyst estimates. * You are a value or dividend investor who cares more about a company's intrinsic value than short-term price movements. For many investors, the smartest approach is to use both. You can use Koyfin's powerful fundamental screening to decide what to buy, and use TradingView's advanced charting to determine when to buy. Looking for an AI-powered tool that simplifies stock research? Atlantis combines institutional-grade data with AI analysis to help you make smarter investment decisions. Sign up today to streamline your workflow, or check out its blog for more investing insights. Related reading. Faq. Q: Can I use TradingView for fundamental analysis? A: While TradingView does offer basic fundamental data (like P/E ratios and basic financial statements), it lacks the depth, 10-year historical data, and advanced fundamental screening capabilities found in platforms like Koyfin. Q: Is Koyfin worth the higher price tag? A: Yes, if you are a fundamental investor. Koyfin provides access to institutional-grade data, Wall Street estimates, and advanced screening tools that would typically cost thousands of dollars per year through a professional terminal. Q: Do both platforms offer free versions? A: Yes, both TradingView and Koyfin offer highly functional free tiers. This allows you to test their interfaces and core features before deciding which platform best fits your investing style. Ready to try AI-powered stock analysis? Get DCF valuations, earnings analysis, and real-time sentiment in seconds.