6 best programs for managing typical portfolios
Koyfin: Model portfolios for financial advisors
Best for: Small and mid-sized RIAs are looking for a modern, flexible way to build, analyze, deliver and manage model portfolios.
Why it stands out: Koyfin combines enterprise-quality data with fast, intuitive workflows without the complexity or high cost of legacy platforms. Advisors can create model portfolios, track allocations, analyze risks, and create polished, client-ready reports.
Main Features:
- Manual or CSV-based rebalancing
- Long/short and multi-sleeved models
- General and custom indicators
- Custom benchmarking
- Performance graph
- Risk Analysis (Sharp, Sortino, Beta, Drawdown)
- Exposure details (sector, asset class, region, X-ray)
- Branded and client-ready reports
- Template portfolio and report template sharing
Limitations:There is no support for corporate or municipal bonds; Options data is not yet available.
Pricing: Starts at $2,508 per year (Basic Advisor Plan)
Koyfin wallet performance comparison
Koyfin allows advisors to customize the columns displayed in the Model Portfolio table to compare multiple portfolios along with performance metrics such as total returns, annualized returns, and relative returns. This feature helps advisors see how different portfolios complement each other.
Performance chart Enables advisors to easily compare portfolio performance against benchmarks across customizable time frames, with options to view cumulative returns, portfolio growth, or rolling returns.
Koyfin support for long/short and leveraged portfolios
Add negative weights to short positions, allocate more than 100% to the use of leverage, and adjust allocations dynamically over time.
Koyfin sleeve support for flexible modeling
The sleeve function in modular portfolios allows financial advisors to combine smaller portfolios, or “sleeves,” into a larger portfolio. This helps customize client portfolios, simplify the rebalancing process, and provide a clear view of performance and risk.
Koyfin tools for portfolio diversification analysis
The exposure analysis tool clearly segments 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 excess focus. The holdings contribution table shows the impact of individual holdings, allowing adjustments to be made to improve performance.
How Koyfin supports comprehensive risk analysis
Get a detailed view of portfolio performance and risks. Key metrics such as annualized returns, beta ratio, alpha, Sharpe, and maximum drawdown help understand volatility and risk-adjusted returns. There are also highest drawdowns, stress test analyses, and a drawdown chart to evaluate 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, whether directly or through other funds. This feature helps advisors detect instances of over-focus.
Koyfin custom reports for financial advisors
Koyfin’s reporting functionality provides customizable customer 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 with benchmarks. This user-friendly design simplifies engagement and improves customer communication and trust.
Why is Koyfin the best model portfolio tool for advisors in 2026?
Koyfin combines advanced model portfolio management features with a faster and easier-to-use interface, making it a modern alternative to traditional platforms without the cost or complexity. More than 2,700 financial advisors currently use Koyfin model portfolios to build, compare and explain investment strategies.
“Koyfin helps me decide which securities to use for clients and analyze model portfolios. I’ve been using YCharts, and Koyfin can do everything YCharts can do at a much more competitive price. “I’m excited about this tool going into 2026.”
— David Warshaw, President, The WealthPlan LLC
(As posted on G2)
Why more advisors are turning to Koyfin
- Import customer data From Custodian and PMS integrations, or download from PDF files
- Track exposure and risk Across accounts, wallets and households
- Compare current and proposed portfolios side by side
- Share clean, branded reports That customers understand and trust
- Answer questions directly With fast-loading charts and clear analyses
- Move quickly from research to proposal In one connected platform
- Work faster with the user interface Advisors say it’s easier to use than FactSet, Morningstar, or YCharts
Industry recognition
Koyfin has been independently recognized for its research and analytical capabilities.
Koyfin ranked first in the Financial Analytics and Portfolio Management categories on G2 in the Winter 2026 report. The platform received a rating of 4.8 out of 5, based on strong satisfaction scores from verified users.
In the 2025 Kitces AdvisorTech study, financial advisors rated Koyfin 9/10 for satisfaction and value, ranking it as the highest-rated platform in the investment research and analysis category ahead of YCharts, Kwanti, FactSet, Morningstar, and Bloomberg Terminal.
