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.
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).

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.

The new Reports section is a central hub for creating, managing, and exporting client-facing reports. Find the new Reports section in the left-hand navigation under Advisor Tools.

Your reports library

When you open Reports, you'll see a table listing all the reports you've created and saved. From the reports table you can:

• Create a new report
• See each report's name, type, and when it was last updated
• Sort by any column
• Export a report to PDF

To search for a specific report, use the Search bar at the top of the table.

Each row has two action icons on the right side:

1. A download icon to export the report as a PDF
2. A ⋮ (three dots) icon to open a menu with additional options, including Duplicate and Delete

Report types

There are three report types:

• Standard – a detailed, customizable report covering allocation, exposure, performance, risk, fees, and more. You can compare up to 2 portfolios or funds side-by-side.

Download a Sample Report

• One Pager – a compact tear sheet that distills key information about a portfolio or fund into a single page. Includes performance, holdings, risk, key stats, and more.

Download a One Pager Sample

• Comparison – a side-by-side report comparing up to 5 portfolios or funds. Covers asset allocation, equity and fixed income exposure, performance, sector and region breakdowns, stress tests, and portfolio metrics.

Download a Comparison Report Sample

Reports created and saved from within Model Portfolios, Client Portfolios, or Fund Snapshots will also appear in your reports library.

Creating a report

To create a report from the Reports section:

1. In the left-hand navigation, click Reports under Advisor Tools.
2. Click the + Create new button in the top-right corner of the page.
3. A dialog will open. Select a report type – Standard, One Pager, or Comparison.
4. Select the portfolio(s) or fund(s) to include.
5. Fill in the Report Title, Client Name, and Prepared By fields on the details screen.
6. Click Next to open the report editor.
7. In the report editor, use the left-side panel to show or hide pages.
8. When you're done, click Save Report in the bottom-right corner. To export immediately, click the ▾ dropdown arrow next to Save Report and select Export PDF or Save and Export. To save the report as a reusable template, click Save as Template in the top-right corner of the editor.

You can also create reports from within a Model Portfolio, Client Portfolio, or Fund Snapshot by clicking the Create Report button at the top right when opening the portfolio or fund page.

PDF export

To export a report as a PDF, click the export icon on the right side of the report's row in the table.

You can also export as a PDF directly in the report editor by clicking the ▾ dropdown arrow next to Save Report and selecting Export PDF.

Branding

Each report can be branded with your firm's logo and a brand color. To update branding:

1. Open the report from the Reports section.
2. In the report editor, click the Style tab in the left panel.
3. Upload your firm's logo and set a brand color. Changes apply across the report's cover page, headers, and visual elements, and save automatically.

Access

Reports are available on Advisor Core (10 reports/month) and Advisor Pro (200 reports/month) plans.

My Graphs is a new section where you can save, organize, and revisit your charts. Each saved chart retains its full configuration, including tickers, data series, time ranges, and settings, and updates automatically with the latest data.

My Graphs is available in the left sidebar, below My Screens.

How to Save a Graph to My Graphs

You can save charts from Graphs or create them directly in My Graphs. All three chart types are supported: Historical (G), Comparison (GC), and Performance (GM).

From Graphs (Historical, Comparison, or Performance):

1. Open Graphs in the left sidebar under the Security Analysis section.
2. Set up your chart.
3. Click Add to My Graphs in the top bar.
4. Name your graph, select a folder or create a new one, and save.

From the My Graphs page:

1. Open My Graphs from the left sidebar.
2. Click + New Graph and choose a chart type (Historical, Comparison, or Performance).
3. Configure your chart in the editor.
4. Name your graph and save.

Organizing with Folders

The My Graphs homepage shows all your saved graphs and folders in a table view. To create a folder, click + Add folder in the top right corner of the table.

You can also assign a graph to a folder when saving it. In the Add to My Graphs dialog, use the Folder field to search for an existing folder or create a new one.

Drag and drop to reorder graphs and folders on the page.

Managing Graphs

Each graph has a three-dot menu with the following options: Rename, Move to, Duplicate, Copy as PNG, Export, and Delete. To rename, edit the name directly in the text field.

You can access this menu in two places: next to each graph on the My Graphs page, or next to the graph name when viewing a chart.

Bulk actions

To manage multiple graphs at once, select them using the checkboxes on the My Graphs page. A Bulk actions dropdown appears at the top of the table with Move to, Duplicate, and Delete.

Viewing Saved Graphs

Click any graph on the My Graphs page or inside a folder to open it. The chart opens with the full editor, including the Selections panel, time range, and settings.

Use the page arrows in the top right or the left and right arrow keys to cycle through other graphs.

If you opened a graph from a folder, the arrows cycle through that folder's graphs. If you opened a graph from the My Graphs homepage, the arrows cycle through graphs that are not inside a folder.

Present Mode
Click Present to view your charts without the editing controls. Present Mode can be opened from the chart view or from the folder table. A collapsible panel on the left lists all available graphs for quick navigation.

Exporting

You can copy any saved graph as a PNG or export it using the three-dot menu next to the graph name.

Access

My Graphs is available on all plans. The number of saved graphs depends on your plan:

• Free: up to 5 graphs
• Plus: up to 50 graphs
• Premium and above: unlimited

How are My Graphs different from Templates

Templates save a chart's layout and metrics but are designed to be reused across different tickers. When you open a template, the primary ticker resets and needs to be re-entered.

My Graphs saves the entire chart, including all tickers, data series, and settings. When you open a saved graph, everything is exactly as you configured it.

Use templates when you want to apply the same layout across different tickers. Use My Graphs when you want to preserve a specific chart and return to it later.

You can now view insider ownership and insider transactions for public companies directly in Koyfin.

To access the data, search for any stock, then go to Snapshots > Ownership (OWN) in the left sidebar. You'll see three tabs at the top: Insider Ownership, Insider Transactions, and Institutional Ownership.

Insider Ownership

The Insider Ownership tab shows up to the top 20 largest insider holders of a company, ordered by ownership size. Each row includes the insider's name and title, along with:

• Market Value of their holding
• % of Market Cap their holdings represent
• Shares Held
• Position Date from the most recent filing

Insider Transactions

The Insider Transactions tab shows up to two years of buying and selling activity for a given company.

At the top, a chart summarizes acquisition and disposal activity over time, with time period controls for 1M, 3M, 6M, 1Y, and 2Y. Running totals for acquisitions, disposals, and net activity appear in the header.

Below the chart, you can filter through individual transactions with details including:

• Insider Name & Title
• Transaction Type (mapped into 8 categories, each classified as an Acquisition or Disposal)
• Category (Acquisition or Disposal)
• Transaction Date
• Shares Transacted and % of Shares Transacted
• Transaction Value
• Shares Owned after the transaction
• Form Type (SEC filing type)

Currency

Both tabs include a currency toggle. You can view values in the stock's primary listing currency or convert to an alternative. For non-US transactions, values are converted using the FX rate on the transaction date and may not match the raw filing exactly.

Data Source

Insider data is sourced from Capital IQ by S&P and covers public companies globally.

Availability

Insider Ownership and Insider Transactions are available on Plus plans and above.

For more details, see the full help article: Insider Ownership & Transactions.

Watch demo:

Koyfin has grown into two distinct paths: Premium for investors and research-focused users, and Advisor plans for financial professionals who need client reporting, custodial integrations, and portfolio management tools.

Premium is built for investors and research-focused users. It includes financials and estimates, transcripts, filings and news, portfolio tracking, screening, watchlists, advanced charting, and more. Pro users will be moved to Premium automatically with no price change.

For financial advisors managing client portfolios, the Advisor plans were built to support that workflow.

What Pro users need to know:

• Pricing stays the same. Pro users will be moved to the Premium plan at the same price they pay today.
• Two features are moving to Advisor plans. Model portfolios and mutual fund data are now exclusively part of Advisor Core and Advisor Pro.

Transition timeline

Pro users who take no action will be automatically moved to the Premium plan at the same price they pay today.

• Monthly Pro subscribers: After April 30, 2026, your plan will renew as the Premium plan at your next billing cycle. Your price stays the same.
• Annual Pro subscribers: After April 30, 2026, Pro plan will no longer be available for renewal. When your current subscription period ends, it will renew as the Premium plan. You'll have full access to your Pro features until then.

Teams

If you are a team of 3 or more people, contact us at sales@koyfin.com. We can discuss custom pricing and the flexibility for team members to be on different plans depending on their needs.

Frequently Asked Questions

What happens if I don't upgrade to one of the advisor plans?
After April 30, your plan will automatically switch to the Premium plan at the same price you pay today.

What functionality will I lose if I'm moved to the Premium plan?
You'll lose the ability to view or edit model portfolios and the ability to view any mutual fund data.

What functionality will I gain if I upgrade to Advisor Pro?
You'll retain all your current Pro functionality. In addition, you'll gain the ability to integrate with a custodian or PMS system, create reports and proposals, and upload PDFs and turn them into portfolios.

You can now add columns for:

• Historical estimates
• Reported actual results
• Earnings surprises ($ and %)

This data helps you review how companies performed relative to analyst expectations directly in table views.

How to Add Historical Estimate Columns

1. Open a Watchlist, Screener, or another table view.
2. Click Columns in the toolbar above the table.
3. In Column Selection, select Analyst Estimates in the left panel.
4. Click Historical Surprise.
5. Choose a metric such as Historical Sales, Historical EBITDA, Historical EBIT, or Historical EPS.
6. Select the field you want to add:

• Historical Estimates – Analyst estimate before the company reported results
• Historical Actual – The reported value for that period
• Historical Surprise – Difference between estimate and actual
• Historical Surprise % – Surprise expressed as a percentage

The column will appear in the table immediately after selection.