6 Best Portfolio Management Software
Koyfin
With Koyfin’s Model Portfolios, you can create and manage investment portfolios tailored to your needs. Customize asset allocations, set rebalancing schedules, and adjust weightings with ease. Generate detailed, customizable reports to showcase portfolio performance, holdings, and risk exposure. Share your model portfolios with colleagues and clients to enhance communication and teamwork.
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Portfolio Performance Comparisons
Customize the columns displayed in the model portfolio table to compare multiple portfolios side-by-side with performance metrics like total returns, annualized returns, and relative returns. This feature helps you see how different portfolios stack up against each other.
Performance Chart enables advisors to easily compare portfolio performance against benchmarks over customizable time frames, with options to view cumulative returns, portfolio growth, or rolling returns.
Streamlined Portfolio Management
Sleeves functionality in model portfolios allows financial advisors to combine smaller portfolios, or “sleeves,” into a larger one. This helps customize client ok portfolios, simplifies rebalancing, and provides a clear view of performance and risk.
Portfolio Diversification
The Exposure Analysis tool clearly breaks down asset allocation across categories such as asset classes, sectors, countries, and bond credit quality. This allows advisors to evaluate portfolio diversification and identify areas of over-concentration. The Holdings Contribution table shows the impact of individual holdings, enabling adjustments to optimize performance.
Comprehensive Risk Analysis
Get a detailed view of portfolio performance and risk. Key metrics like annualized returns, beta, alpha, Sharpe ratio, and maximum drawdown help understand volatility and risk-adjusted returns. There are also Top Drawdowns, Stress Test analyses, and a Drawdown Chart to assess portfolio resilience and recovery from past losses.
Equity Concentration Risk
Holdings Matrix makes it easy to see how much of each stock is held within a portfolio, both directly and through other funds. This feature helps advisors spot when too much concentration.
Custom Reports
Koyfin’s reporting functionality offers customizable client reports with branding options. Advisors can choose templates or create their own, covering portfolio comparisons, equity and fixed income exposure, performance metrics, and risk assessments. Reports can easily compare current and proposed portfolios against benchmarks. This user-friendly design simplifies sharing, improving client communication and trust.
Custodian Integration
Koyfin’s integration with Schwab automatically imports client portfolio data, ensuring advisors have accurate and updated account information without the burden of manual data entry.
Bespoke Integration
A custom integration is available to connect your positions data with Koyfin’s portfolio analytics. Contact Koyfin for more information.
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Pricing & Plans:
Pro Plan
- Price: $79/month per user
- Features:
- Model Portfolios
- Custom Watchlists
- Custom Dashboards
- Screener
- Mobile App
- Price Alerts
- Advanced Graphing
- Team Sharing
- Reports
- Stocks, ETFs, and Mutual Funds
- Live US Equity Data
- Company Financials, Estimates, and Price Targets
- ETF & Mutual Fund Holdings
- ETF Valuation
- Macro Data (Treasury Yields, Global Economic Data, Commodities, Currencies)
- Unlimited Custom Formulas
- Unlimited Custom FA Templates
- Priority Support
Try Koyfin Pro free for 7 days (no credit card required)!
Enterprise Plan
For larger teams and custom needs, the Enterprise Plan includes everything in Pro, plus:
- Custom onboarding
- Administrative purchasing options
- Single sign-on (SSO)
- Flexible, scalable pricing
Contact Koyfin sales team to learn more.
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Pros |
Cons |
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| • Modern and intuitive user interface | • Lacks corporate and municipal bonds |
| • Customizable reports | • Lacks options data |
| • Advanced charting | |
| • Robust risk and quantitative analysis | |
| • Affordable for the entire team |
Beyond the Model Portfolios: Additional Benefits of Koyfin
Koyfin is a trusted financial data and analytics platform, used by over 30,000 financial advisors and 500,000 investors. Known for its comprehensive institutional-quality data, customization options, and modern interface, Koyfin goes beyond model portfolios. It covers equities, ETFs, mutual fund holdings, analyst estimates, transcripts, filings, watchlists, screeners, financials, charting, macro data, and custom dashboards. New users receive a 7-day free trial of Koyfin Pro without needing to input a credit card.
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Summary:
Koyfin empowers advisors to create and manage customized model portfolios with specific weightings, rebalancing schedules, and asset allocations. The tool offers robust client reporting features for generating detailed performance, holdings, and exposure analyses. Seamless integrations with custodians and financial platforms ensure accurate and up-to-date information. Its user-friendly interface and customizable templates make it easy to tailor reports to meet specific client needs and branding requirements.
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