v3.60: [Client Portfolios] Households

Koyfin -

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 latest update to the Client Portfolios structure:

  • Accounts can now be assigned directly to Households without requiring a portfolio layer.
  • You can structure client assets in two (Households and Accounts) or three layers (Households, Portfolios, and Accounts).
  • Account editing has moved to its own dialog. Open the account and click Edit Account to manage its settings, holdings, and cash position. The Edit Portfolio and Edit Household modals now contain settings for that level only.

Client Portfolios support a three-tier structure:

1. Household – Top-level, aggregates portfolios and accounts
2. Portfolio – Optional mid-level, aggregates accounts
3. Account – Base-level, individual investment account

This structure allows you to:

- Organize related client investments logically
- View aggregated data at the portfolio and household levels
- Move accounts between households and portfolios, and portfolios between households
- Generate Reports at any level: household, portfolio, or account

Getting Started

Add an Account

From the Client Portfolios homepage, click + Add Account button in the top-right corner.

Choose how to create the account:
1. Manually
2. Import via CSV or PDF
3. Import from custodians

In the account creation window, you can:

- Name the account
- Set its financial settings: Currency, Benchmark, and Advisor Fee
- Assign the account to a Household, to a Portfolio inside a Household, or leave it unassigned (it will appear under No Household)
- Add the account's cash balance and lot-level holdings

Add a Household or Portfolio

From the Client Portfolios homepage, open the table toolbar and use + Add New to:

- Create a new Household
- Create a new Portfolio

Organizing & Editing

On the Client Portfolios homepage, hover over any row and click the three-dot menu (⋯) to:

  • Rename Households, Portfolios, or Accounts
  • Edit Households, Portfolios, and Accounts
  • Move an Account to another Household or Portfolio, or a Portfolio to another Household
  • Duplicate a Portfolio or Account
  • Delete Households, Portfolios, and Accounts

Editing

You can edit any Household, Portfolio, or Account in two ways:

  • From the Client Portfolios homepage:
    Hover over the row, click the ⋯ menu, and select Edit.
  • From the entity’s page (Household, Portfolio, or Account):
    Click the Edit button in the top-right corner.

Moving Portfolios and Accounts

There are two ways to move items.

1. Moving multiple items at once:

  • In 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).
  • Select Move To from the dropdown menu.
  • In the modal, search for or select your destination from the list. Each destination is labeled as either PORTFOLIO or HOUSEHOLD.
  • If your destination doesn't exist yet, click Create new household or Create new portfolio at the bottom of the modal.
  1. Moving a single item:
  • From the Client Portfolios homepage, hover over the row, click the ⋯ menu, and select Move to.
  • Moving a Portfolio: Select the Household you want to move it to. If your destination doesn't exist yet, click Create new household at the bottom of the modal.
  • Moving an Account: select a Household (and, optionally, a Portfolio inside it) where the account should be placed. If your destination doesn't exist yet, click Create new household or Create new portfolio at the bottom of the modal.

Create Reports at Any Level

Reports can be created from the Household, Portfolio, or Account level.

Two ways to do this:

  1. From the Client Portfolio homepage: Hover over the row, click the ⋯ menu, and select Create Report

2. From the entity page (Household, Portfolio, or Account): Click Create Report button in the top-right corner.

When creating a report, you can also open the ticker picker, navigate to the Client Portfolio category, and select the Household, Portfolio, or Account you want to report on. Each item is labeled (“household”, “portfolio”, or “account”) to help you identify it.

Importing from Integrations

When importing accounts from a custodian or PMS integration:

  • Imported accounts arrive as individual accounts under No Household
  • The Source column on the homepage shows which integration each account came from
  • You can rename and move these accounts into Portfolios and Households as needed

Learn how to connect integrations→
Learn more about integration sync →

Use the breadcrumb navigation at the top of the screen to switch between Household → Portfolio → Account views.

When viewing a level with multiple items (e.g., multiple accounts in a Portfolio), use the dropdown to switch between them easily.