v3.74: Separately Managed Accounts (SMAs)

Koyfin -

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’s not publicly traded. It’s an account structure, mainly used by wealthy investors for personalized portfolio management. You don’t buy an SMA; you open one through a wealth manager.

You can research SMA strategies, analyze performance, compare them to other funds, and include SMAs in Client Portfolios, Model Portfolios, and My Portfolios.

Where SMAs are available

  • Select the SMA category and search by fund name or SECID

Watchlists

  • Add SMAs and monitor performance alongside other securities
  • Use SMA-specific data fields in the Column Picker under Asset Specific → SMA

Client Portfolios, Model Portfolios, and My Portfolio

  • Add SMAs as holdings when building or adjusting portfolio allocations.

Charts

  • View SMAs in Historical, Performance, and Comparison charts
  • Compare SMAs to funds, indices, and other SMAs

Snapshots

  • View the key characteristics of SMAs with Overview and Exposure snapshots

Net and Gross Versions of SMAs

Each SMA is available in two versions:

  • Net performance (includes fees)
  • Gross performance (excludes fees)

These versions appear as separate tickers:

  • The Net version uses the standard SMA name and SECID
  • The Gross version is labeled with (Gross) and uses a “.G” suffix in the ticker
    Example:
    • Net: SAUSA00488
    • Gross: SAUSA00488.G

Plan Access

SMA data is included in Advisor Pro.

Coming Soon

In the not-so-distant future, we will introduce:

  • An SMA screener
  • More snapshots
  • More SMA-specific metrics
  • SMA percentile ranks