Koyfin
Roadmap
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Bugs & Issues
53
General Feedback
49
Feature Requests
1625
Community Questions
2
Mobile App
36

Roadmap

Planned

[AI] LLM Comp Table for Filings and Transcripts data
Feature Requests
[AI] LLM Trend Table Analysis
Feature Requests
[Reports] 'One-Pager' Reports for Portfolios
Feature Requests
[Reports] Holdings Table in Reports
Feature Requests
[Reports] Instrument Type Exposure in Reports
Feature Requests
[Data] Earnings surprise % and Historical Estimates in Watchlists and Screens
Feature Requests
[Data] Add Historic YoY growth and Trailing Growth (e.g 5Y Growth %) to Watchlist and Screener
Feature Requests
[AI] LLM Document Query Tool
Feature Requests
EAC - Add more P&L detail!
Feature Requests

In Progress

[Reports] Upside/Downside Capture in Reports
Feature Requests
[AI] LLM Summaries of Earnings Call Transcripts
Feature Requests
[Mobile] My Portfolio in Mobile App
Mobile App
[CP] Support Custom Data via CSV Upload
Feature Requests
[Integrations] Daily Automated Sync of Integrations
Feature Requests

Complete

[Reports] Custom Title Slides in Reports
Feature Requests
Earnings Calendar
Feature Requests
Historic market scatter
Feature Requests
No div yield on closed end funds
Feature Requests
turn charts into year-on-year
Feature Requests
Can't delete/clear purchase date
Feature Requests
Data for Nordic Countries
Feature Requests
Percent Scale on the chart view
Feature Requests
MTD option on performance chart chart
Feature Requests
Free Cash Flow per Share CAGR
Feature Requests
Add "Weight in Group" column
Feature Requests
Portfolio components
Feature Requests
Rename Portfolio in My Portfolio
Feature Requests
Historical short interest
Feature Requests
Need button to minimize and expand all groups in a watchlist at the same time
Feature Requests
Watchlist Math
Feature Requests
Data adjustments
Feature Requests
Support IBKR as Custodial Integration (Interactive Brokers)
Feature Requests
Integration: Orion
Feature Requests
Watchlist - Collpase and Expand Groups
Mobile App
Sorting in app
Mobile App
Filter out Law Firm Press Releases (Mobile)
Mobile App
Add additional years to revenue/EBITDA estimates etc
Feature Requests
Great Platform! (BBerg User)
Feature Requests
Allow changing columns in Client Portfolio
Feature Requests
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