v3.70: My Portfolio in Mobile

Koyfin -

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 Works

1. Open My Portfolio

  • In the bottom navigation bar of the mobile app, tap My Portfolio.
  • You’ll land on the All Accounts view, which shows your total portfolio across all accounts.
  • At the top, you’ll see the total value, daily change, and research tabs (Portfolio, News, Transcripts, Press Releases).
  • Below, each holding is listed with its weight, market value, and daily P/L.

2. Switch to an Individual Account

  • To switch from All Accounts to a specific account (e.g., 401K, IRA, Taxable), tap the account selector at the top of the screen.
  • This opens the Accounts list, where you can select an account to view only its holdings and performance.

3. Edit from Mobile

  • Add Accounts: In the Accounts list, tap the + button in the top right corner.
  • Add Lots: In a portfolio view, tap the + button at the top of the screen to enter account, ticker, quantity, cost/share, and purchase date.

4. Drill Into a Holding

  • Tap a holding to open its details.
  • Use the top buttons to switch between:
    • Overview: portfolio weight, market value, average cost/share, and performance.
    • Lots: detailed purchase history, including dates, prices, and account allocation.

5. Research & News

  • For each portfolio or account, use the top navigation tabs to access News, Press Releases, and Transcripts.

  • From the holding screen, tap the link in the top right to go directly to the equity page for deeper analysis.

6. Synced Across Devices

My Portfolio is synced across devices. Any changes you make on mobile will automatically appear on desktop, and vice versa.

Watch demo: