Koyfin supports direct integration with Addepar. This guide outlines how to connect your Addepar account and import client data into the Client Portfolios.
Note: Portfolio management system integrations are available on the Advisor Pro plan.
1. Connect Your Addepar Account
- Click on the Profile icon in the top-right corner and navigate to the Integrations page.
2. In the Addepar section, click Connect. You’ll be redirected to the Addepar login page. After logging in, your account will be connected to Koyfin.
2. Import Accounts from Addepar
- Go to the Client Portfolio page and click + Add New → Portfolio
2. In the Portfolio creation window, choose Addepar. Select the account(s) you want to import and click Import.
After Importing
- All imported accounts are grouped into a new Untitled Portfolio.
- The portfolio is placed under No Household by default.
- Each import creates a separate untitled portfolio.
To organize the portfolio:
- Rename the portfolio and accounts if needed.
- Reassign a portfolio or account by hovering over the row, clicking the ⋯ menu, and selecting Move to.
If you have any questions, feel free to reach out to our customer support at help@koyfin.com.