EquiLenz vs Koyfin

Koyfin is excellent. EquiLenz is different.

Let's be upfront: Koyfin is a fantastic research dashboard. Rated #1 by Kitces Research for advisor technology, it delivers beautiful charting, comprehensive data, and an intuitive interface at an accessible price point. Advisors love it, and for good reason.

But Koyfin is a data visualization platform. You search by ticker, pull up charts, compare metrics, and draw your own conclusions. The intelligence — the "so what does this mean for my clients?" — is left to you.

EquiLenz is an intelligence platform. It starts with your portfolios, analyzes filings and earnings calls with AI, tracks management credibility over time, and generates narrative reports your clients can actually read. It's not a replacement for Koyfin — it's the intelligence layer that turns Koyfin-style data into action.

Feature-by-Feature Comparison

Feature	EquiLenz	Koyfin
Portfolio-Aware Research	Yes	No
AI Earnings Analysis	Yes	No
Filing Change Detection	Yes	No
Management Credibility Tracking	Yes	No
Natural Language Q&A	Yes	No
Client Narrative Reports	Yes	No
Cross-Portfolio Alerts	Yes	No
Compliance Audit Trail	Yes	No
Research Dashboard	Partial	Yes
Advanced Charting Tools	No	Yes
Screening & Comparisons	No	Yes
Broad Market Data Coverage	Partial	Yes

Where Koyfin excels

Koyfin is the best-in-class data dashboard for advisors:

Beautiful, intuitive charting and data visualization
Comprehensive market data breadth
Stock screening and comparison tools
Customizable dashboards and watchlists
Excellent price-to-value ratio for data access
Strong community and advisor adoption

Where EquiLenz adds value

EquiLenz provides the intelligence layer on top of data:

AI-powered analysis of SEC filings and earnings calls
Portfolio-aware research — starts from what you own
Management credibility tracking across quarters
Filing change detection with plain-English summaries
Client-ready narrative reports generated in one click
Cross-portfolio alerts when filings affect multiple clients

Better together — or powerful on its own

Many advisors use Koyfin as their day-to-day data dashboard and EquiLenz as their intelligence engine. Koyfin answers "what are the numbers?" while EquiLenz answers "what do the numbers mean for my clients?"

The difference is the starting point. Koyfin starts with a ticker. EquiLenz starts with your portfolios. When a company files a 10-K with a material change, Koyfin shows you the updated data. EquiLenz tells you what changed, why it matters, which of your clients are affected, and drafts a report you can send them.