Portfolio Guardian vs Koyfin: which one do you use first?
Koyfin is a multi-asset financial research terminal trusted by over 500,000 investors. It covers equities, ETFs, mutual funds, bonds, currencies, and commodities with customisable dashboards, a screener offering 5,900+ filter criteria, and integrated TradingView charting. The platform serves individual investors, financial advisors, and professional analysts.
Koyfin's strength is customisation. You can build unlimited dashboards with drag-and-drop layouts, create personalised watchlists, and configure market monitoring workflows that match exactly how you think about investing. The screener is one of the most powerful available at retail pricing. For financial advisors, client portfolio management and reporting tools add professional-grade utility.
What Portfolio Guardian adds
Portfolio Guardian doesn't offer multi-asset coverage, customisable dashboards, or 5,900 screening criteria. It runs a single methodology across 6,000+ stocks and surfaces signal states. The output is deliberately simple: Matched, Stalking, Ignore, or Window Closed.
How the workflow fits
The relationship between these tools is clear. Koyfin is where you build your analytical home. PG is what tells you which companies to bring into that home. Instead of screening Koyfin's 5,900 criteria hoping to find something interesting, you start with PG's validated setups and then use Koyfin's depth to monitor and analyse them.
If you're a Koyfin power user, PG adds an upstream discovery signal. If you're considering Koyfin but find the complexity intimidating, PG is the simpler starting point. Find the setups first, go deep later.
See which stocks have a detected setup. Download Portfolio Guardian, free on iOS and Android.
Frequently Asked Questions
What is Koyfin strongest at?
It is strongest at customisable multi-asset research workflows. Koyfin is where you build dashboards, screens, and monitoring views once you already know what you want to watch.
What does Portfolio Guardian add before Koyfin?
It adds a discovery signal so you do not have to begin with thousands of criteria. Portfolio Guardian can surface candidates first, then Koyfin can handle the deeper monitoring and analysis.
Can Koyfin users benefit from Portfolio Guardian?
Yes. Even a heavy Koyfin user can benefit from an upstream signal that points to companies worth bringing into those dashboards and screens.
Portfolio Guardian is a research and analysis tool operated by Scydex Ltd. Scydex Ltd is not authorised or regulated by the Financial Conduct Authority. Portfolio Guardian does not provide investment advice, recommendations, or solicitations to buy or sell securities. All data is for informational purposes only. Past performance of any signal, cohort, or classification does not guarantee future results. All investing involves risk, including loss of principal. Always conduct your own research and consult a qualified financial adviser before making investment decisions.
Portfolio Guardian is available as a free download on iOS and Android.
