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 Portfolio 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 Portfolio 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 (50 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.

We've introduced a new report type in addition to Standard and One Pager reports: Comparison Reports.

Comparison Reports allow you to compare up to five securities side by side in a single PDF. You can include:

• ETFs
• Mutual funds
• Model portfolios
• Client portfolios

This report format makes it easier to analyze differences in allocation, performance, risk, and exposures across multiple investments.

How to create a Comparison Report

1. Click Create Report from any fund snapshot, model portfolio, or client portfolio page.

2. In the report creation window, select Comparison Report.

3. Choose 1 to 5 securities to compare. You can combine ETFs, mutual funds, model portfolios, and client portfolios in the same report.

4. Add a title, client name, prepared by name, and logo.

5. The report editor will open with all available pages.
From there, you can review the report and adjust the available customization settings before printing or exporting it as a PDF.

Report pages

Comparison Reports include several pages designed to show key differences between the selected securities.

• Asset Allocation: Displays asset class breakdown using pie charts and a comparison table.

• Equity Exposure (Stylebox): Morningstar-style stylebox grids for each security.

• Performance: Includes a cumulative performance chart and return table across standard time periods.

• Scatter Plot: Plots the selected securities on a risk/return chart. You can customize the X and Y axes using the column picker to choose the metrics you want to compare.

• Portfolio Metrics: Displays key quantitative statistics side by side.

• Sector & Region: Shows sector and geographic exposure with visual breakdowns.

• Fixed Income Exposure: Highlights duration, credit quality, and other fixed income characteristics.

• Stress Test & Drawdowns: Shows historical stress test scenarios and maximum drawdown analysis.

• One Pagers: Generates an individual summary page for each selected security.

• Disclosures: Allows you to add or edit disclosure text for the report.

Customization

The Performance, Scatter Plot, Portfolio Metrics, and One Pagers pages include customization options. Click Edit Page in the top-right corner to adjust what is displayed.

You can also show or hide pages from the left sidebar.

• Use the Details tab to edit report details, including the title, client name, prepared by, and selected securities.

• Use the Style tab to adjust report colors, upload a logo, apply branding, and customize the cover page.

Availability

• Comparison Reports are available to Advisor Pro users.
• Each Comparison Report counts toward your total monthly report limit.

Notes

• Comparison Reports do not use a primary portfolio. All selected securities are treated equally in the comparison.
• Each security is color-coded so it can be easily identified across report pages.
• Portfolio names appear exactly as they are named in the platform and cannot be changed within the report.
  

Previously, accounts had to be imported and updated manually. Now, Daily Sync handles this automatically, keeping your portfolio data current without any manual work.

Daily Sync applies to all accounts connected through integrations such as Black Diamond, Orion, Altruist, TradePMR, Schwab, and Interactive Brokers.

What Changed

With Daily Sync:

• Automatic daily updates. All connected accounts are updated overnight with the latest data from your integration.
• Auto-import of new accounts. New accounts that appear in your integration feed are automatically imported into Koyfin at the next sync cycle.
• Manual sync option. You can trigger a sync for an individual account at any time.
• Integrated accounts are now read-only. Accounts connected through an integration can no longer be edited directly, keeping your data consistent with the source.
• Your portfolio structure is preserved. Any household and portfolio organization you've set up in Koyfin stays unchanged through every sync.

Getting Started

The setup process varies by integration:

• Black Diamond, Orion, Altruist: Connect instantly once you authorize in Koyfin.
• Schwab, TradePMR, Interactive Brokers: Require you to email the provider first to request a data feed. Koyfin completes the setup once the feed is active. See the individual integration guides for the full steps.

Once connected, all of your accounts are automatically imported as individual portfolios in Client Portfolios. Each portfolio takes the account name, and the Source column shows which integration it came from.

How to Manually Sync an Account

If you need updated data during the day, you can sync any individual account manually in two ways:

• From the Client Portfolios homepage, hover over the account, click the three-dot menu ⋯ and select Sync Account.

• Open the account, then click the Sync Account button in the top bar.

A progress modal will appear while the sync runs. Once complete, you'll see a confirmation and the Last Updated column will update.

Note: If you've disconnected from the integration, the Sync Account button will be disabled.

Why Can't I Edit My Integrated Accounts?

Integrated accounts are read-only to keep your data consistent with your custodian or PMS.

You can still:

• Duplicate the account to create an editable copy
• Delete the account from Client Portfolios

This restriction remains in place even after disconnecting from the integration, so your historical synced data stays intact.

What Happens If There's a Sync Error?

If some accounts fail to sync, a notification appears at the top of the Client Portfolios homepage, next to the search bar, showing how many accounts had errors.

Click the notification to see which accounts were affected.

From there you can:

• Try syncing again
• Contact support if the issue continues

If you have questions about Daily Sync or run into any issues, contact our support team at help@koyfin.com

The Insider Ownership and Insider Transactions snapshots highlight the ownership and trading history of the insiders within a public organisation. This can include executives, board members, founders, and more.

Insiders are the people closest to a public company — executives, board members, founders, and other key stakeholders. Tracking what they own and how they're trading can be a valuable signal in fundamental research. Heavy insider buying can suggest confidence in near-term prospects; significant selling may tell a different story.

Insider Ownership

The Insider Ownership snapshot highlights up to the top 20 largest insider owners of a public company. The table displays the name and title of the insider, ordered by largest ownership.

Each row includes:

• Market Value — the total value of the insider's stake
• % of Market Cap — the insider's ownership as a proportion of the company's total market cap
• Shares Held — the raw share count
• Position Date — the date of the most recent filing from which this data is sourced

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

Insider Transactions

The Insider Transactions tab shows up to two years of transaction history for a given company, presented as both a chart and a filterable table.

The chart summarises acquisition and disposal activity over time, with time period controls spanning 1M, 3M, 6M, 1Y, and 2Y. Running totals for acquisitions, disposals, and net activity are shown in the header.

• Insider Name & Title: The name and title of the insider.
• Transaction Type: The nature of the transaction. Koyfin maps raw transaction types into 8 buckets, each classified as either an Acquisition or Disposal, as per the below table. We exclude Intent to Sell and Issuer Transactions.

• Category: Classifies each transaction as an Acquisition or Disposal based on the transaction type above.
• Transaction Date: The date the transaction occurred. In the raw filings, the transaction date is is often provided as a range. Koyfin uses the latest date from that range.
• Shares Transacted: The number of shares involved in the transaction.
• % of Shares Transacted: The percentage of shares involved in the transaction. For example, if an insider disposed of 5,000 shares and has 15,000 remaining, this represents 25% of the insider's share count.
• Transaction Value: The market value of the transaction. Note that Koyfin receives all insider transactions in USD, thus ex-US insider transactions are converted to the appropriate currency as of the FX rate on the transaction date. As a result, the values of ex-US insider transactions will be approximations and may not match the raw filing.
• Shares Owned: The remaining number of shares the insider owns as a result of the transaction.
• Form Type: The SEC form type from which the data was initially shared to the public.

Data for insider transactions comes from Capital IQ by Standard and Poor's and is global in coverage. The transactions table is limited to up to 2 years of history.

Currency

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

Where to find it

Both tabs are available within the Ownership snapshot (OWN) on any stock page, alongside Institutional Ownership. Insider Ownership and Insider Transactions are available on Plus plans and above.

What changed

All previous themes have been consolidated into two standard options:

• Light Mode
  This is the new default Koyfin theme.
  It replaces Default Koyfin, Old Koyfin, and other light-based themes.
  
  
• Dark Mode
  This is the newly named version of Midnight Blue.
  It replaces all previous dark themes.

Theme migration mapping

Your theme will be automatically migrated to the closest matching option:

No action needed, your theme will be migrated automatically

How to switch themes

You can switch themes at any time:

1. Go to Settings
2. Open Colors & Themes
3. Select Light Mode or Dark Mode

FAQ

Why was my theme chosen for me? Your previous theme was mapped to the closest visual match. Dark themes (Midnight Blue, Monochrome, Pitch Black, Deep Ocean) moved to Dark Mode, and light themes (Default Koyfin, Old Koyfin) moved to Light Mode.

Will my theme change automatically? Yes. You don't need to do anything. If your theme was one of the deprecated options, the migration happens automatically.

Can I switch back to my old theme? The previous themes are no longer available, but you can switch between Light Mode and Dark Mode at any time in Settings.

We've expanded our Screener to include Separately Managed Accounts (SMAs). Find SMAs that match your strategy and investment goals.

How It Works

1. Navigate to My Screens from the sidebar.
2. Click + Create New Screen and select the SMAs tab.
3. Define your universe and add filter criteria to narrow results.
4. Name your screen and click Create Screen.

Note: The SMA Screener is available on the Advisor Pro plan.

Organize your client data faster by moving multiple accounts and portfolios at once from the Client Portfolios homepage.

How It Works

1. In the Client Portfolios homepage, select the checkboxes next to the accounts or portfolios you want to move.
2. Click Bulk Actions (located above the table, next to the search bar).
3. Select Move To from the dropdown menu.

4. In the modal, search for or select your destination from the list. Each destination is labeled as either PORTFOLIO or HOUSEHOLD.

5. If your destination doesn't exist yet, click Create new household or Create new portfolio at the bottom of the modal.

What You Can Move

You can move accounts into existing portfolios, move portfolios into existing households,  or move a portfolio into another portfolio to merge their accounts under a single portfolio.

Note: You can only move items of the same type in a single action. To move both accounts and portfolios, complete them as separate moves.

Breakdown Table for Households and Portfolios

See exactly how your client portfolios are structured with the new Breakdown Table, a new page available in Client Reports.

This page shows a clear hierarchy of your Household, underlying Portfolios, and Accounts, including:

• Name and structure level
• Market value
• Weight relative to the top-level entity
• Asset class allocation for each tier

Color scaling highlights allocation concentrations at a glance, with darker shades indicating higher weights.

Use Edit Page in the top right corner to show or hide the primary or comparison portfolio.

Customizable columns in Top Holdings table

You can now choose which metrics appear in the Top Holdings table in client reports.

By default, the table shows Ticker, Name, Weight, Dividend Yield, and Expense Ratio. With the new edit option, you can replace Dividend Yield and Expense Ratio with other metrics that better match how you present holdings to clients.

To customize, open the Top Holdings page and click Edit Page in the top right corner to select your preferred columns.

Get a comprehensive snapshot of any portfolio or fund on a single page with the new One Pager report.

The One Pager brings together key portfolio data in one view, including portfolio details, top holdings, equity and fixed income exposures, asset allocation, performance, and fees and risk metrics.

For Client Portfolios, holdings and allocations are shown with both dollar values and weights. When reporting on a Household or Portfolio, the One Pager can expand across multiple pages to show each underlying Portfolio and Account separately.

The One Pager can be created as a standalone report or added as a page within Standard reports.

Where to find it

• Click Create Report on any portfolio

• Choose One Pager for a focused report with Cover, One Pager, and Disclosures (Cover and Disclosures can be hidden)

One Pager in Standard reports

You can also include the One Pager as a page alongside your other report pages, just choose Standard when creating a report.

Customization

To customize, click Edit Page in the top right corner:

• Accounts visibility: show or hide underlying Portfolios and Accounts
• Fees and Risk metrics: select up to eight metrics for the comparison section
• Performance visibility: toggle Total Return sections on or off

Watch demo: