Koyfin Help (Page 1)

v3.84: Reports section

The new Reports section is a central hub for creating, managing, and exporting client-facing reports. Find the new Reports section in the left-hand navigation under Portfolio Tools. Your reports libraryWhen you open Reports, you'll see a table listing all the reports you've created and saved. From the reports table you

v3.83: My Graphs

My Graphs is a new section where you can save, organize, and revisit your charts. Each saved chart retains its full configuration, including tickers, data series, time ranges, and settings, and updates automatically with the latest data. My Graphs is available in the left sidebar, below My Screens. How to

v3.82: Insider Ownership & Transactions

You can now view insider ownership and insider transactions for public companies directly in Koyfin. To access the data, search for any stock, then go to Snapshots > Ownership (OWN) in the left sidebar. You'll see three tabs at the top: Insider Ownership, Insider Transactions, and Institutional Ownership. Insider OwnershipThe

v3.81: Historical Estimates, Actuals & Surprises

We’ve added historical analyst estimate data to Watchlists, the Screener, and other table views. You can now add columns for: Historical estimatesReported actual resultsEarnings surprises ($ and %)This data helps you review how companies performed relative to analyst expectations directly in table views. How to Add Historical Estimate ColumnsOpen a

v3.80: Comparison Reports

We've introduced a new report type in addition to Standard and One Pager reports: Comparison Reports. Comparison Reports allow you to compare up to five securities side by side in a single PDF. You can include: ETFsMutual fundsModel portfoliosClient portfoliosThis report format makes it easier to analyze differences in allocation,

v3.79: SMA Screener

We've expanded our Screener to include Separately Managed Accounts (SMAs). Find SMAs that match your strategy and investment goals. How It WorksNavigate to My Screens from the sidebar.Click + Create New Screen and select the SMAs tab.Define your universe and add filter criteria to narrow results.Name your screen

v3.78: Bulk Move in Client Portfolios

Organize your client data faster by moving multiple accounts and portfolios at once from the Client Portfolios homepage. How It WorksIn the Client Portfolios homepage, select the checkboxes next to the accounts or portfolios you want to move.Click Bulk Actions (located above the table, next to the search bar)

v3.77: Client Reports enhancements

We've added new ways to customize how you present portfolio data in Client reports: a Breakdown Table for visualizing portfolio structure, and customizable columns in the Top Holdings table. Breakdown Table for Households and PortfoliosSee exactly how your client portfolios are structured with the new Breakdown Table, a new page

v3.76: One Pager Reports

Get a comprehensive snapshot of any portfolio or fund on a single page with the new One Pager report. The One Pager brings together key portfolio data in one view, including portfolio details, top holdings, equity and fixed income exposures, asset allocation, performance, and fees and risk metrics. For Client

v3.75: What we built in 2025

This year, we introduced over 40 features designed to make your investment workflow faster, clearer, and easier. Here’s a breakdown of what we delivered in 2025: My PortfolioAccount filter to switch between individual accounts and total portfolio. Learn moreEquity & Fixed Income stylebox exposure. Higher holding limits from 200

v3.74: Separately Managed Accounts (SMAs)

Separately Managed Accounts (SMAs) are now available in Koyfin. Data source: SMA data is provided by Morningstar. We’ve introduced coverage of more than 11,000 US SMAs. An SMA is a private investment account where a professional money manager invests directly in securities on a person’s behalf. It’

v3.73: Rebalance Table in Client Portfolios

We’ve introduced a new Rebalance Table in the Exposure section of Client Portfolios. It shows how a portfolio compares to its target allocation or benchmark, highlighting where it’s overweight or underweight and what adjustments are needed to realign. Think of it as your portfolio’s "drift dashboard", showing

v3.72: Historical Growth Rates in Watchlist & Screener

We’ve expanded historical data in Watchlist & Screener to include Historical Growth (YoY, QoQ) and Trailing Growth Rates across all major financial statement categories. These metrics help you: Identify acceleration or slowdown in revenue, earnings, or cash flowTrack margin improvement or contractionSpot long-term growth trends and cyclical shiftsCompare companies

v3.71: Client Reports Enhancements

We’ve added several updates to make reporting tools more customizable, visual, and professional. Here’s an overview of what’s new and how to use each enhancement. New Custom PagesCustomizable Quantitative MetricsNet and Gross PerformanceNew Holdings Table PageNew Top Holdings PageUpdated Holdings Summary Page1. New Custom PagesWe’ve added

v3.70: My Portfolio in Mobile

We’ve brought My Portfolio to the Koyfin mobile app. You can now build and manage your portfolio directly on your phone, with everything synced between desktop and mobile. How it Works1. Open My PortfolioIn the bottom navigation bar of the mobile app, tap My Portfolio.You’ll land on

v3.69: Transcript Summaries

We’ve introduced Summaries for our global library of transcripts, covering all event types such as earnings calls, shareholder days, M&A calls, and more. Summaries transform a transcript into a structured overview of the call, removing fluff while maintaining the important details. Availability: Included with all paid plans

v3.68: Views & Columns in Client Portfolios

We’ve introduced customizable columns on the Client Portfolios homepage and Views for individual portfolio tables. These updates give more control over how portfolio data is displayed, making it easier to work with preferred layouts across both the homepage and within each portfolio. Views in Client PortfoliosViews let you save

v3.67: Historical Data in Watchlist & Screener

We’ve expanded our database to introduce historical periods of data and averages to Watchlist, Screener, and Market Scatter. With this update, you can now analyze multi-year history directly in tables and screens to: Track how key metrics have changed over timeCompare current values to long-term averagesSpot consistent outperformers and

v3.66: Desktop alerts

We’re excited to introduce Desktop Alerts, which update you on the events you care about. You can set alerts to track: PriceValuationTechnical indicatorsDocuments: Press releases, news, earnings transcripts, and filingsHow you’ll be notified:When an alert is triggered, you’ll get a notification in: Desktop: Notifications panel (bell

v3.65: Custom Report Pages

Custom Report Pages allow you to personalize client reports in Koyfin by adding your own branded content. These pages are designed to help you tell your firm's story, explain your investment approach, and add context or commentary to your proposals. This makes your reports more engaging, informative, and aligned with

v3.64: New Integrations for Client Portfolios

We’ve expanded our integrations to help advisors bring client account data into Koyfin faster. Custodian & PMS IntegrationsYou can now connect the following systems from the Integrations page: Custodians:Schwab - Learn how to connectAltruist - Learn how to connect TradePMR - Learn how to connect Interactive Brokers -

v3.63: PDF brokerage statement upload

You can import a brokerage statement in PDF format to create a Client Portfolio. This allows you to upload data without entering holdings manually. Note: PDF import is available on the Advisor Pro plan only.How to Upload a PDF StatementNavigate to the Client Portfolios page.Click + Add New in

v3.62: Koyfin Advisor Pro

We're excited to introduce the new Advisor Pro plan – designed for financial advisors who need full control over client reporting, integrations, and data workflows. What’s Included in Advisor ProAdvisor Pro includes everything in Advisor Core, plus: Short/Leverage Model Portfolios: Construct model portfolios with short & leveraged positions and

v3.61: Koyfin Advisor Core

Advisor Core gives financial advisors a strong foundation for managing client portfolios and creating reports, with core integrations and market data. What’s Included in Advisor CoreEverything in the Premium plan, plus: Model Portfolios: Create and track portfolios with historical allocations, sleeves, and custom benchmarks. Learn more Client Portfolios: Import

v3.60: [Client Portfolios] Households

We’re excited to announce some big upgrades to Client Portfolios. We’ve introduced a three-tiered structure that allows you to represent the Households, Portfolios, and Accounts of your client’s investments. This article explains how to create and manage client accounts with these improvements. Note: With the release of

v3.59: Long/Short & Leveraged Model Portfolios

We’re excited to introduce support for short and leveraged exposure in Model Portfolios. You’re no longer limited to long-only portfolios – and can now construct models with short and leveraged positions and adjust allocations dynamically over time. Note: Long/Short & Leveraged models are available only in the Advisor

v3.58: Search in Watchlists & Screener

We’ve added a search function to Watchlists and the Screener, making it easier to find specific securities without scrolling through long lists. How It WorksClick the search icon in the table header.Type part of a ticker or security name to quickly filter results.

v3.57: [Reports] Fee Savings Exhibit, Customizable Report Exhibits, Comparative Style Boxes

We've added new functionality to our reporting: Fee Comparison Table – Show clients cost differences between their current and proposed portfolios.Customization Options – Select key metrics and adjust inputs to tailor reports.Comparative Visuals – Compare Styleboxes and Asset Allocation side by side.Detailed Fee Breakdown – Fund Fees, Advisor Fees, and Total

v3.56: [Portfolios] Increased Holdings Capacity & Cash Tracking

Increased Holdings CapacityWe’ve expanded the number of holdings that can be included in Model Portfolios, Client Portfolios, and My Portfolio: Model Portfolios: Increased from 200 to 1,000 holdingsClient Portfolios: Increased from 200 to 400 holdingsMy Portfolio: Increased from 200 to 400 holdings How to useThe increased limits apply

v3.55: Short Names for ETFs

We’ve introduced Short Names for ETFs to make your data easier to read and work with. What’s new: Simplified Names: ETF names are shortened, reducing clutter in tables, charts, and reports.Improved Readability: Concise names make navigation easier and ensure better focus on key data.Full Names Accessible:

v3.54: Scatter Plot Chart in Model Portfolios

Scatter Plot as a Tab in Model PortfoliosWe’ve added a Scatter Plot tab in Model Portfolios to make it easier to compare holdings and analyze performance. What it shows: Direct Holdings: Plot all direct holdings within the model portfolio for quick comparison.Portfolio as a Single Point: See the

v3.53: Custom Data Series

Custom data series lets you bring external data – such as private funds, real estate, cryptocurrency, and alternative investments – into Koyfin by uploading your own price and date series. With this feature, you can seamlessly integrate unsupported assets into Watchlists, Charts, and Portfolios, keeping everything in one place. How to Add

v3.52: My Portfolio Account Filter

The account filter in My Portfolio allows you to view the context of your portfolio either as a single, aggregated portfolio or to drill down into individual accounts (e.g., Taxable, IRA, 401K). This feature filters all the exhibits (exposure, holdings matrix, profit/loss, etc.) to be specific to the

v3.51: What We Built in 2024

This year, we introduced over 40 features designed to make your investment workflow faster, clearer, and easier. Here’s a breakdown of what we delivered in 2024: Portfolio Management and AnalysisMy Portfolio: Bring all your accounts—e.g. taxable, retirement, etc—into one view. Learn more Client Portfolios: Manage all

v3.50: Two-Factor Authentication (2FA)

We’ve introduced Two-Factor Authentication (2FA) to enhance security and keep sensitive personal or client information protected. How it works:Optional 2FA Setting: Activate 2FA in ‘My Profile’ settings using a QR code and an authenticator app (e.g., Google Authenticator, Symantec VIP, and more).30-Day Session Limits: Logged-in sessions

v3.49: Equity Percentile Ranks – 3Y & 5Y

We’ve added 3-Year and 5-Year Equity Percentile Ranks alongside the existing 10Y and 20Y ranks, providing greater flexibility to evaluate stock performance over shorter time horizons. Where to find them:Watchlist and Screener: Navigate to the ‘Percentile Rank’ tab in the column picker and select 3Y R or 5Y

v3.48: Stylebox Scores for Individual Stocks

We’ve introduced Stylebox Scores for individual stocks, giving you a clearer picture of your portfolio’s allocation by size (Large, Mid, and Small-cap) and style (Value, Core, and Growth). Where to find them:Model Portfolios: Access size and style classifications under the Summary Tab to gain deeper insights into

v3.47: Linear Regressions Line & R² for Market Scatter Charts

We’ve added a Linear Regression Line and R² value to Market Scatter charts. This line shows the overall trend between two variables, making it possible to identify relationships and predict future values. What’s New: The regression line is ON by default and can be toggled on or

v3.46: Fund Percentile Ranks

We've added a new ETF & Mutual Fund Percentile Ranks which indicates how a fund compares to others within the same cohort based on characteristics like yield, turnover, expense ratio, and performance. Percentile ranks range from 0-100, showing what percentage of funds in a cohort have lower or higher values

v3.45: Portfolio Enhancements

We’ve upgraded the portfolio features to introduce a range of new functionality, such as: Support for cryptocurrencyEnhanced portfolio currency supportModel portfolio returns in WatchlistsCryptocurrency HoldingsCryptocurrency securities are now supported as a holding across My Portfolio, Model Portfolios, and Client Portfolios. To add a cryptocurrency to your portfolio, simply search

v3.44: Reports Enhancements

We’ve upgraded the reporting exhibits to introduce a range of new functionality, such as: Customizable end datesHoldings matrix exhibitReport sharingCustomize Report End DatesYou can now choose a custom end date for performance data in your reports, making quarter-end reporting easier. Set your end date easily in the Details tab

v3.43: Portfolio Exposures

We’ve upgraded the exposure exhibits in My Portfolio and Client Portfolios to introduce a range of new functionality, such as: Six new exhibitsFixed income exposureBenchmarked exposurePie and bar chartsX-ray exposure for fundsPortfolio contributionThis feature helps you understand how your investments are distributed across different asset classes, sectors, regions, and

v3.42: Quick Actions in Watchlists: News & Scatter Plot

Introducing the “Quick Actions” menu for Watchlists. We replaced the "News" button for Watchlist with a new Quick Actions dropdown menu. This menu features News and Scatter Plots that will be based on the securities inside each Watchlist. News: View a consolidated news feed for all securities within your Watchlist,

v3.40: July 24th update

We're excited to introduce Yield Curve, a new chart that lets you plot the yield curve of government bonds and compare it against different dates in the past. This will help you conduct a comparative analysis of interest rate environments across different time periods or geographies, using our interactive and

v3.39: July 10th update

We've introduced new features to enhance your Koyfin experience. Take a look: Fund Exposure SnapshotCharts: Constant valuation multiplesCharts: Volume by priceCharts: Fibonacci extensions 1. Fund Exposure SnapshotWe're excited to introduce Exposure, a new snapshot for ETFs, mutual funds, and closed-end funds in North America. These snapshots provide detailed insights into

v3.38: June 28th update

We've rolled out some new functionality to improve your Koyfin experience. Here's a quick look: Historical Price TransformationStatistical Bands on VolumePublic Screener Sharing 1. Historical Price TransformationYou can now make price transformations in graphs to visualize trends. Transform your Historical Price into: PerformanceCumulativeYoY Change / YoY Growth %QoQ Change / QoQ Growth

v3.37: May 1st update

Koyfin has introduced several enhancements to improve functionality and user experience. These updates provide deeper insights into financials, expand portfolio options, and streamline data analysis, ensuring users can make more informed investment decisions.

v3.36: Mobile App Improvements

The new update for the Koyfin mobile app includes real-time data alerts, enhanced charting tools, a detailed view in watchlists, and actuals & consensus data, offering comprehensive financial tracking and a more intuitive analysis experience.

v3.35: Adjusted Historical Fundamental Metrics

You can add historical quarters and years for adjusted metrics such as EPS, EBITDA, and Net Income to your watchlists.

v3.34: Live News in Watchlists

Stay informed with real-time updates in your Watchlist News.

v3.33: Model Portfolio Sharing

Model Portfolio Sharing feature gives you the ability to share the portfolios you built with other Koyfin users and collaborate on them together.

v3.32: Press Releases

Our news coverage now includes company press releases that you can track both in the Koyfin web app and on mobile.

v3.31: Referral Program

Introduce a friend to Koyfin and earn $20 in Koyfin credits when they subscribe to any paid plan.

v3.30: Mutual Fund & ETF Screeners

We're thrilled to announce two new powerful features on Koyfin — Mutual Fund & ETF Screener.

v3.29: Return on Invested Capital

With this new release, you can now get deeper financial insights into companies' operational efficiency and value creation with essential indicators like ROIC, NOPAT, Average Invested Capital, and more.

v3.28: Table Views & Portfolio Import

We've introduced two new improvements to the My Watchlist functionality that will make your table creation faster and more efficient.

v3.27: Charts Updates

Explore the newest advancements in our graph capabilities, providing you with enhanced visualizations for better insights and decision-making.

v3.26: Model Portfolio Improvements

Discover the latest enhancements to our model portfolios feature.

v3.25: My Portfolio

We're thrilled to introduce My Portfolio to Koyfin. This powerful new feature allows users to build a portfolio and track current holdings. Users can manage multiple accounts and track purchase date, quantity and average cost, as well as individual lots. My Portfolio combines all holdings and displays P/L breakdowns

v3.24: Watchlist Sharing

Today we are introducing Watchlist Sharing, which gives you the ability to share watchlists with other Koyfin users. This will enhance collaboration within Koyfin and allow you to create common workspaces to track securities and build watchlists with colleagues, friends, and communities. Watchlist sharing is now live on the platform

v3.23: Model Portfolios

We're thrilled to introduce Model Portfolios on Koyfin. This powerful new feature empowers users to build, analyze, and manage Model Portfolios. You can visualize portfolio performance, analyze risk metrics, and iterate on your target allocation.

v3.22: Watchlist News

We're excited to announce the launch of a powerful feature - Watchlist News. Watchlist News allows you to streamline and customize your financial news, filings, and transcripts specific to your watchlist.

v3.21: Equity Percentile Ranks Snapshot

We've added a new company Snapshot called Percentile Rank. This innovative snapshot analyses and presents the percentile rank for various stock metrics.

v3.20: Mobile app

We are excited to announce the release of our new mobile app, an extension of our powerful analytics platform.

v3.19: Earnings Calendar

We are excited to announce the launch of our new Earnings Calendar! With this update, you will now be able to access timely and accurate earnings data for thousands of publicly traded companies.

v3.18: Equity Percentile Ranks

Percentile rank is a measure 0-100 for a particular metric like P/E and tells you what percentage of companies in a cohort have lower or higher values. It provides context around performance, valuation and financials by comparing a company vs. a cohort of stocks.

v3.17: Cryptocurrencies

We hope to make it easier for investors to find cryptocurrency data that's relevant to their current needs, whether they're looking at this as an investment opportunity or as a fun way to learn about new technologies.

v3.16: Equity Screener

We’ve received overwhelming feedback from many of our users requesting an equity screener — and we listened! Today we are introducing a new function called My Screens.

v3.15: Graph Transformations

We are excited to share new expanded functionality for Historical Graphs. Now you can make graph transformations, such as y/y % change, and statistical measures, such as mean and +/- 1 standard deviation, on fundamental series in graphs

v3.14: MT Newswires

We are proud to announce that Koyfin has strengthened its premium news content with one of the top independent sources of original and unbiased financial news – MT Newswires.

v3.13: Watchlist Sharing

We're excited to introduce Watchlist Sharing which gives you the ability to share watchlists with other Koyfin users. Collaborate with your colleagues or friends on creating a common workspace to track lists of securities.

v3.12: My Views

We are introducing a new functionality called My Views that lets you create independent sets of columns and table settings, and further reuse it in your watchlists and dashboards.

v3.11: Transcripts & News search

To expand our news & transcripts features, which have quickly proven to be highly popular among our users, we’re now introducing Advanced Transcripts & News Search, aimed to give you full control over the News & Transcripts coverage on Koyfin.

v3.10: Custom Formulas

We are introducing Custom Formulas & Calculations to let you further customize the platform according to your needs and analyze data that is important to you.

v3.9: Custom News Screens

Custom News Screens is the new extension to our current Market News section. Until now, we’ve sliced and diced news by organizing it under tabs as follows: Top News, Global Markets, Corporate Events, Industries, Macro, World Economy, Lifestyle

v3.6: Earnings History Snapshot

Today, we’re introducing the Earnings History snapshot. This new feature shows how actual company performance compares to the previous estimates projected by analysts.

v3.5: Dividend Snapshot

With our latest July update, we are introducing the Dividend (DVD) snapshot. This feature gives a detailed overview of the company’s overall dividend policy including yield, payout ratio, and dividend history.

v3.4: MYD, FA & ETF Exposure

We have several important updates to announce! Firstly, we’re releasing new features that improve My Dashboards functionality, Financial Analysis and a new Snapshot to track ETF exposure.

v3.2: Corporate Transcripts

With the February update, we are introducing Corporate Transcripts (TS) — an important feature to help you read into management conversations, determine positive or negative sentiment and trends, and pick up on the expectations for future performance.

v3.1: My Watchlists

In our last product upgrade, a lot of functionality changed and we received feedback from many users that they missed the “old” MyDashboards.

v3.0: Global Equities, Drag & Drop

With the latest Koyfin update, we’re introducing lots of new features that you’re going to love. First, our expanded global equities coverage that makes navigating all the markets easier than ever.