How to open it

There are two ways to access Check Ticker:

• From My Screens — click the Check Ticker button in the toolbar. The screen you're currently viewing is pre-selected, and the ticker search opens ready for you to pick a security.
• From a security page — click Check Screens in the quotebox on any stock, ETF, mutual fund, or SMA page. The security is filled in automatically and results load immediately against the first matching screen for that security type.

How to use it

Select a screen and a security. The results table shows every criterion in that screen, the security's value, and whether it passed or failed. You can switch to a different screen or security at any time without closing the modal.

A few things worth knowing:

• Multiple values — criteria with several selections (like country or sector) show the values inline, with a Show More option to expand the full list.
• Description — hover the icon in the value column to read the full company description.
• Wrong security type — if the security isn't the right security type for the selected screen, only a single Security Type: Fail row appears. No other criteria are shown.

No saved screens?

If you open Check Screens from a security page and don't have any saved screens yet, you'll see a prompt to go to My Screens and create one.

Availability

Check Ticker is available on Plus and above.

Unlike Contribution, which shows which holdings drove the portfolio's overall return, Attribution separates performance relative to the benchmark into allocation, selection, and interaction effects. This helps you evaluate the decisions behind the portfolio's results and explain them to clients.

Open Attribution

Open a model portfolio, select the Returns Analysis tab, then select Attribution from the toolbar. Use the time range picker to choose the period you want to analyze.

Attribution factors in all rebalances and allocation changes during the period, using the portfolio's weights throughout the period rather than only its weights at the end. For the most accurate results, make sure the portfolio's historical allocation periods reflect when its holdings or target weights changed.

Set a benchmark

Attribution uses the benchmark assigned to the model portfolio, shown at the top of the page.

Any equity ETF can be used as the benchmark. Koyfin uses the ETF's historical constituents during the selected period, so the analysis reflects how the ETF was actually constructed over time rather than only its current holdings. Eligible model portfolios can also be used as benchmarks.

Understand the results

Summary cards show the portfolio return, benchmark return, active return, and the primary drivers of relative performance.

The table breaks the results down by group:

• Allocation effect shows whether overweighting or underweighting a group helped or hurt performance relative to the benchmark.
• Selection effect shows whether the holdings selected within a group outperformed or underperformed the corresponding benchmark holdings.
• Interaction effect measures the combined impact of allocation and selection decisions, such as overweighting a sector in which the portfolio's holdings also outperformed the benchmark's.
• Total effect combines the allocation, selection, and interaction effects.

The interaction effect is always included in the calculation. Use the settings at the top of the page to show or hide it as a separate column. When hidden, it is included in the selection effect, and the total effect remains unchanged.

Expand a group to see the individual holdings behind its results.

Fees and reconciliation

The combined effects may not exactly equal the portfolio's active return. Fees & Reconciliation accounts for benchmark expenses and differences between the benchmark's reported return and the calculated return of its underlying holdings.

Other

The Other group includes holdings that could not be mapped to the selected grouping, such as cash, custom securities, or funds without the required classification data.

Choose how holdings are grouped

The grouping determines how the portfolio and benchmark are divided before the effects are calculated. Changing it may change the allocation, selection, and interaction effects, but not the portfolio's overall active return. Choose the grouping that best matches the portfolio's holdings.

Portfolios of individual stocks

Use Sector and Industry. Holdings are grouped by their GICS sector and industry classifications. When an equity ETF is the benchmark, Koyfin looks through the ETF and compares the portfolio's stocks with the benchmark's historical constituents.

Any ETFs or mutual funds in the portfolio are not decomposed into their underlying stocks and will appear in Other.

Portfolios of ETFs and mutual funds

Use Asset Class and Classification. Funds are analyzed using their assigned asset classes and classifications rather than being decomposed into their underlying holdings, which gives a more meaningful comparison for fund-based and multi-asset portfolios.

Generate an AI Summary

Select AI Summary below the toolbar to generate a written explanation of the analysis on screen. The summary reflects the selected benchmark, time period, grouping, and results. Changing the time period generates a new summary. Refreshing the page clears it.

Plan availability

• Attribution is included with Advisor Pro.
• Advisor Core users can preview Attribution through September 17, 2026.
  

All figures in Koyfin are shown on a net basis by default unless otherwise stated. This means short positions reduce market value, weight, and exposure (net) rather than adding to them (gross).

Adding a short position

The creation of short positions are supported across four creation methods:

• Manually — open the account, click Edit Account, and enter a negative number in the Quantity field. Click Save when done.
• CSV upload — include negative quantities in your CSV. The upload handles them the same way as long positions.
• PDF upload — upload a brokerage statement containing short positions. Koyfin extracts and imports them automatically.
• Integration import — short positions are imported automatically when connecting a supported custodian or integration.

Market value and weights

The Market Value shown at the top left of the quote box is always the net value — long market value minus short market value. Weights across all tables are net weights, so a short position carries a negative weight. Summary rows in tables reflect long positions only.

Three additional items can be added to the quote box from its settings (gear icon):

• Long Exposure— total market value of all long positions
• Short Exposure — total market value of all short positions, shown as a negative number
• Gross Exposure — Long plus the absolute value of Short, representing the total size of the book on both sides

Profit and loss

Short positions appear in the Profit/Loss table alongside long positions. Market value, weight, P/L, and total cost all reflect the direction of the position. Any position or individual lot that is net short is marked with an S badge in the Ticker column.

Exposure

When a portfolio contains at least one short position, exposure charts switch from a pie chart to a bar chart, with negative bars extending left for short positions. All exposure breakdowns — Asset Allocation, Equity Sectors, Region, Country, Fixed Income Sectors, Credit Quality, and Maturity — include short positions on a net basis.

A dedicated Long/Short exhibit also appears under the Exposure tab. Its bar chart shows the portfolio's Gross, Long, Short, and Net market value. Clicking a bar filters the holdings table beside it — Gross and Net show all positions, Long shows only long positions, and Short shows only short positions.

Limitations with short positions

Some areas of Koyfin currently use long positions only when a portfolio contains shorts. A banner is shown in affected areas to make this clear.

• Hypothetical Performance and Risk — calculated from long positions only. Short positions are excluded from all performance figures, return metrics, and risk statistics.
• Exposure → Styles — the style boxes are calculated from long positions only. All other Exposure breakdowns include short positions normally.
• Rebalance — unavailable when the portfolio's net market value is zero or negative. This can happen when short exposure equals or exceeds long exposure. Adding cash or long positions to restore a positive net value will re-enable it.
• Summary rows in tables — totals and weighted averages in summary rows are calculated from long positions only. Individual rows for short positions are shown correctly throughout.

Plan availability

• Short positions in Client Portfolios are available in Advisor Core and Advisor Pro plans.
• Short positions in My Portfolio are available in the Premium plan.

If, at any time, you wish to synchronize the structures in Koyfin back to the integration structure, you can use the Match function, which will reconcile the structure back to source settings.

Where to find Match

• On the Client Portfolios homepage, open the Manage Integrations modal and find the connected integration's card.
• In Profile Settings, open the Integrations page and find the connected integration's card.

On a supported integration's card, look for the Match structure section and the Match button.

Schwab, IBKR, Fidelity, TradePMR, and Addepar are not compatible with this functionality.

Running a Match

1. On the integration's card, click Match in the Match structure section.
2. In the confirmation dialog, review how the structure will be imported, then click Confirm and Match.

The dialog closes and you return to the Client Portfolios homepage, where a banner shows that your accounts are being reorganized. The table will update when the Match is complete.

What Match does to your accounts

Match aligns each account and grouping with the integration source structure:

• Accounts still in their source position stay where they are.
• Accounts moved out of their source position return to it.
• Accounts from a different source, or ones you created, that are inside a source household or portfolio move to No Households.

When there's nothing to change

If your structure already matches the source, a message confirms that no matching was needed.

If a Match fails

If a Match doesn't complete, a message will inform you, and an error appears in the table toolbar. Open it to see which integration failed, then retry the Match or contact support at help@koyfin.com.

The level of insider and institutional ownership concentration is also now available as a selectable metric.

Adding the columns

1. Open the column picker in Screener or in Watchlist.
2. Select Insider Ownership, below Analyst Estimates and above Percentile Ranks.
3. Expand a subcategory and select the fields you want.

What each subcategory covers

• Insider Transactions (#): Number of insider trades, broken down by buys, sells, net, and total over 1, 3, 6, and 12 months.
• Insider Transactions (Shares): Number of shares traded by insiders, with the same breakdowns and time periods.
• Insider Transactions (Unique): Number of individual insiders who traded, rather than the number of transactions. Available for 1 and 3 months.
• Insider Buy-Sell Ratio: Shares bought compared with shares sold over 1, 3, 6, and 12 months. A ratio above 1 means insiders bought more shares than they sold.
• Ownership %: Percentage of market cap held by the top 5, 10, and 20 insiders or institutions.

Net and total transaction figures are shown in green when positive and red when negative.

Filtering in Screener

Every Insider Ownership field can be used as a filter in Screener. Transaction counts, share counts, and the buy-sell ratio can be filtered by a numerical range, while Ownership % fields can be filtered by a percentage range.

Coverage

The data is global and supplied by Capital IQ.

Plan availability

Insider Ownership fields are available on Plus and above.

Custom Holdings

Custom holdings are securities that are not recognised in the Koyfin system. Examples can include corporate bonds, private funds, artwork, employee-stock options, and more.

Rather than ignore them, Koyfin portfolios create a custom holding — a placeholder that keeps your portfolio data intact, allowing you to represent the cost, value, weighting, and attributes (such as asset class, currency, instrument type) of your holding.

Custom holdings can be created as a result of imported data for:

• A custodial or portfolio management service integration;
• A PDF broker statement upload, or;
• A CSV statement upload

You can also create custom holdings from scratch in any manually created account.

The Custom Holdings tab

1. In Client Portfolios, open the account and click Edit Account.

2. Select the Custom Holdings tab. It lists the account's custom holdings, each with an Attributes button on its row.

Editing a holding

1. Click Attributes on the holding's row to open the panel.
2. Edit the holding's Display Name, Asset Class, Instrument Type, and Currency. Asset Class options are Equity, Fixed Income, Cash, Alternatives, Convertible, Preferred, and Other.
3. Click Save Account to apply your changes.

The Display Name controls how the holding appears across the account's views and reports. On accounts synced from an integration, the holding's original imported name stays visible above the Display Name.

You can remove a custom holding by clicking the trash icon on its row (see image attached below).

Adding advanced attributes

Click Advanced Attributes at the bottom of the panel to expand a second set of fields. All fields are optional and allow the holding to be included in calculations and breakdowns that require this data:

• Dividend / Distribution Yield and Expense Ratio contribute to the account's weighted yield and weighted expense ratio, and appear in the Profit/Loss table, Top Holdings, and report Key Stats.
• Credit Rating, Maturity, and Fixed Income Sector are used in the corresponding exposure exhibits.
• Duration applies to fixed income holdings.
• Country and Region apply to holdings classified as Equity or Fixed Income.

These attributes describe the holding. They do not create price history or performance data for it.

Creating a custom holding

You can create custom holdings in accounts that were created manually or imported from a CSV or PDF.

1. Click + Add Custom Holding in the Custom Holdings tab.
2. Enter the Ticker, Display Name, Asset Class, Instrument Type, Last Price, and Currency.
3. Add any advanced attributes as needed, then click Create Account.

The Alternatives asset class

We have added a new Asset Class, Alternatives, to the list of selectable asset classes.

Holdings classified as Alternatives appear:

• As a separate category in the Asset Allocation exposure exhibit.
• In the Allocation % (Alternatives) and Relative to Benchmark % (Alternatives) columns on the Client Portfolios homepage, Model Portfolios homepage, and in Watchlists.

How edits behave on synced accounts

In accounts synced from an integration, the quantity, cost and purchase date are read-only, but you can still edit a custom holding's attributes. Any attribute you change will persist and is not overwritten when the account syncs. Attributes you leave unedited continue to update from the integration. In accounts created from scratch, CSV or PDF, you can also edit the Ticker.

Where your changes show up

Altering any custom holding attribute will reflect those changes downstream across exposure exhibits, reports, the profit / loss analysis table, and so on.

For example, if a corporate bond was imported as a result of a custodial integration with the asset class "Other", changing this asset class to "Fixed Income" will mean that this holding is now represented in the Fixed Income exposure across asset class exposures, and in reports.

Opening the Contribution tab

1. Open a Model Portfolio.
2. In the analysis bar at the top, select Contribution.

The contribution table

The table lists every holding that was in the portfolio at any point during the selected period, including positions that were later sold. The columns are:

• Start Weight and End Weight: The position's portfolio weight at the start and end of the period.
• Return: The security's total return over the period.
• Contribution: How much of the portfolio's total return came from the position, in basis points. The bar is green for a positive contribution and red for a negative one.

Sleeves: Shows both the Sleeve as an aggregate's contribution to the model and the individual holdings contribution to the model.

Sorting: By default, it is sorted by Contribution from highest to lowest. Click any column header to sort by that column, and click again to reverse the direction.

Downloading the data

Click Download in the top right of the tab to export the table as a CSV.

Plan availability

Model Portfolio Contribution is available on Advisor Pro.

Watch demo

Opening the snapshot

1. Open an ETF, mutual fund, or SMA in Security Analysis.
2. In the left navigation, under Snapshots, select Risk Statistics. You can also open it by typing the function code RISK.

What's in the snapshot

At the top, a bar chart shows the fund's total return for each of the last 15 calendar years. Below it, the metrics are grouped into four tables, each showing its values across 1Y, 3Y, 5Y, 10Y, and 15Y periods:

• Returns & Capture: how the fund has performed and how much of its benchmark's up and down moves it has captured. The header displays the Risk-Free Rate applied to these calculations.
• Benchmark Sensitivity: how closely the fund tracks its benchmark and how much of its movement the benchmark explains. The header displays the Broad Benchmark used.
• Risk-Adjusted Returns: how much return the fund has delivered for the risk it has taken.
• Volatility & Distribution: how much the fund's returns vary and the shape of that variation.

Plan availability

• ETF risk statistics are available on Plus and above.
• Mutual fund risk statistics are available on Advisor Core and above.
• SMA risk statistics are available on Advisor Pro.

Watch demo

Export multiple reports

1. In the Reports section, select the checkbox next to each report you want to export. To select everything, use the checkbox in the table header.
2. Click the Bulk actions dropdown and hover over Export.
3. Choose how to export:

• Export exports each report with its own saved values.
• Customize and export lets you set shared values across all reports first (see below).

Your reports download together as a single ZIP file, named koyfin_reports_YYYY-MM-DD.zip. A progress window appears while they're being prepared. Keep this window open until the export finishes. You can cancel at any point.

Customize details before exporting

Customize and export opens a dialog where you can override shared details for this export:

• Client Name
• Prepared By
• Start Date
• End Date

Turn on the toggle next to a field, then enter a value to apply it to every report in the export. Any field you leave off keeps each report's saved value.

These changes apply to this export only. They don't update the original reports or affect future exports.

Delete multiple reports

1. In the Reports section, select the checkbox next to each report you want to delete.
2. Click the Bulk actions dropdown and select Delete.
3. Confirm to remove the selected reports.

Adding the widget to your dashboard

There are two ways to add Compact Table:

1. To an existing dashboard. Open the dashboard and click Add Component in any open space. Select Compact Table from the list.

2. To a new dashboard. Click the + icon next to My Dashboards in the left navigation. In the Create New Dashboard dialog, name your dashboard, select Compact Table, and click Create New.

The widget is added with two empty sections, each pre-loaded with default columns: Ticker, Price, 1D, and 1D%.

Adding tickers

Click Add Ticker inside any section to open the ticker search. Search by name, ticker, or ISIN, and filter by asset type.

To add multiple tickers at once, click Import Securities and choose:

• Paste tickers to paste a list of tickers
• Import from watchlist to bring in tickers from an existing watchlist
• Import from portfolio or fund to bring in tickers from a portfolio or fund

Imports are one-time. The section is not connected to the source after import.

Column selection

Click Columns in the top control bar to open the column picker. Select the columns you want to display. Column changes apply across all sections in the widget.

To reorder columns, drag and drop them in the column picker or directly on the column headers in the table.

Managing sections

A Compact Table widget is organized into sections, each holding its own set of tickers. All sections share the same columns, so you can compare groups at a glance.

Overflow. Open Settings in the top control bar to choose how sections handle tickers. Manual lets sections grow vertically. Auto sets a fixed number of rows per section, and any extra tickers flow into a new column. Auto is useful when you're working with a large number of tickers and want to avoid vertical scrolling.

Adding and reordering sections. When Overflow is set to Manual, click the + icon to the right of the last section to add a new one, or drag and drop sections to change their order.

Grouping tickers

Click Group in the top control bar to organize tickers within a section. Choose a pre-defined grouping like Sector, Industry, or ETF Category, or select My Custom Groups to create your own.

With My Custom Groups, click New Group at the bottom of a section, name it, and confirm. You can then add tickers to it directly.

You can also collapse or expand all groups, and sort them ascending, descending, or by default.

Adjusting density

Open Settings in the top control bar and choose a Table Density: Regular, Compact, or Extra Compact.

Limits

Each widget can hold up to 5,000 tickers. Compact Table is available on all plans as part of My Dashboards.

Watch demo

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.

We've redesigned how Client Portfolios are structured to give you more flexibility in how you organize client assets.

Accounts can now be assigned directly to Households without requiring a portfolio layer. This gives you the flexibility to present client assets in either two layers (Households and Accounts) or three layers (Households, Portfolios, and Accounts).

Your existing structures are not affected by these updates.

Editing Portfolios, Households, and Accounts

The Edit Portfolio and Edit Household modals now contain settings for that level only: Name, Currency, Benchmark, Annual Fee Amount, and Collection Period.

To edit an account, open it directly and click Edit Account. From there you can manage account settings, holdings, and cash position.

Moving accounts

Select an account, or multiple accounts using the checkboxes, and choose Move To. You can assign them to a Household or a Portfolio. Portfolio assignment is optional.

Integration imports

Accounts imported via an integration appear as a flat list under "No Households." You can then organize them into Households and Portfolios as needed.

We've redesigned the left navigation to give you more control over how it's organized and make your most-used tools easier to reach. Here's what's changed.

Watch the full walkthrough:

Add features to your Favorites

Hover over any feature and click the star icon to add it to your Favorites. Your favorites appear at the top of the left navigation. Drag and drop to reorder them.

Collapse sections

Click any section name to collapse it and hide everything inside.

Reorder sections

Drag any section up or down to change its position in the sidebar. Your layout saves automatically.

Updated sections

We've renamed and restructured several sections to better reflect what's inside:

• My Koyfin is a new section that brings together everything you create: watchlists, custom dashboards, templates, and more.
• Market Overview replaces Dashboards. The structure and groupings inside have also been updated.
• Research Tools replaces Analytics.
• Advisor Tools replaces Portfolio Tools. A few features have moved around inside, so take a look.
• Home replaces Today's Markets as your starting point when you open Koyfin, with your favorites pinned at the top.

A few icons across the navigation have also been updated to better match the features they represent.

Company logos

Company logos now appear in the ticker search and on Security Analysis page titles, making it faster to recognize what you're looking at.

Switch tickers faster on Security Analysis pages

Two new ways to change the ticker without reaching for the search bar:

1. Start typing anywhere on a Security Analysis page and the ticker search activates automatically.

2. Click the page title at the top of any Security Analysis page to open the ticker search right there.

Collapsed view

Hover over any icon to see its name. You can still collapse and expand individual sections even when the navigation is minimized.

Available widgets

Portfolio
Shows your holdings with their market value, daily change in dollars, and daily change % for each position.

Watchlist
Shows the tickers in your watchlist with their daily % change.

Markets
Shows four major US market indices – S&P 500, Nasdaq 100, Dow Jones, and Russell 2000 – with their current price and daily change. Available in two sizes: a larger version with price and point change, and a smaller version with % change only.

Portfolio and Watchlist widgets reflect what you had open the last time you used the app. The Portfolio widget shows either a single account or the aggregated view, depending on which one was active. Both widgets require you to be logged in to show data.

Tapping any widget opens the Koyfin app directly on the relevant page.

How to add a widget

1. Long-press on your iPhone home screen until the icons start to jiggle.
2. Tap the + button in the top-left corner.
3. Search for Koyfin.
4. Select the widget you want and tap Add Widget.

Home screen widgets are available on all plans. Requires the Koyfin iOS app version 1.11.0 or later.

How to share a report

1. In the reports table, find the report you want to share and click the ⋮ icon on the right side of its row.
2. Select Share from the dropdown menu.

3. In the Share panel, enter the email address of the person you want to invite, or the name of a team.
4. Assign a role: Viewer or Editor.
5. Click Share.

The report will appear in the recipient's Reports section and they will receive an email notification.

Roles

• A Viewer can browse the report and export it as a PDF, but cannot make any changes.
• An Editor can make changes to the report, including adding and reordering pages.

Only the report owner can share the report. Recipients cannot share it with others, regardless of their role.

Changing or revoking access

To update or remove access, open the ⋮ menu on the same report, select Share, find the person or team under Users who have access to Report. Select a new role to update their access, or select Revoke Access to remove them entirely.

Removing a shared report

Recipients can remove a shared report from their Reports section at any time using the ⋮ menu. This unshares the report and removes it from their view.

Sharing with a team

Sharing with a team lets you give a group of users access to a report in one step. To do this, you need to create a team first:

1. Click your profile icon in the top right and select Teams.

2. Click Create Team and give it a name.
3. Click Add Members and enter the email addresses of the people you want to add.
4. Set each member's role: Admin or Member. Admins can manage the team and its members; Members have access to content shared with the team.

Once your team is set up, you can select it by name when sharing a report.

Plan requirements

Both the report owner and each recipient need an active Advisor Core or Advisor Pro plan to share and access reports.