v3.89: Sharing in My Graphs

Koyfin -

You can share any graph or folder you own with other Koyfin users directly from My Graphs to collaborate on charts, work through ideas, or share analysis. Graphs that have been shared with you will appear in your My Graphs automatically.

How to share a graph

  • In the My Graphs table, click the three-dot menu on the graph row and select Share.
  • Inside a graph, click Share in the top right, or open the three-dot menu next to the graph name and select Share.

In the Share dialog, enter the recipient's email, choose their permission (Viewer or Editor), and click Share. The recipient will receive an email and the graph appears in their My Graphs.

How to share a folder

Sharing a folder works the same way as a graph.

  • In the My Graphs table, click the three-dot menu on the folder row and select Share.
  • Inside a folder, click Share in the top right, or open the three-dot menu next to the folder name and select Share.

Enter the recipient's email, choose a permission, and click Share.

When you share a folder, all graphs inside it become accessible to the recipient, including graphs created by editors.

Permissions

A Viewer can browse the graph and export it, but cannot make any edits.

An Editor can make changes to the graph, including its tickers, data series, time ranges, and settings.

Only the owner can share a graph or folder. Recipients cannot re-share with others, regardless of their permission.

Changing or revoking access

Open the Share dialog on the graph or folder. Under Users who have access to graph, click the dropdown next to a person or team and select a new permission, or select Revoke Access to remove their access.

Identifying shared graphs

Shared graphs are marked with an icon next to their name in the My Graphs table:

  • King icon appears on graphs you've shared with others.
  • People icon appears on graphs that have been shared with you.

Open the Share dialog at any time to see the full list of recipients and their permissions.

Removing a shared graph

If a graph or folder has been shared with you, you can remove it from your My Graphs at any time. In the My Graphs table, click the three-dot menu on the row and select Remove. This removes it from your view only and does not affect the owner or other recipients.