Koyfin
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Bugs & Issues
48
General Feedback
51
Feature Requests
1654
Community Questions
3
Mobile App
39

Roadmap

Planned

[Reports] Compare more than 2 portfolios in a Report
Feature Requests
[AI] LLM Trend Table Analysis
Feature Requests
[Data] Earnings surprise % and Historical Estimates in Watchlists and Screens
Feature Requests
[AI] LLM Document Query Tool
Feature Requests
EAC - Add more P&L detail!
Feature Requests

In Progress

[Integrations] Support Fidelity as Custodial Integration
Feature Requests
[Integrations] Addepar Integration
Feature Requests
[Reports] 'One-Pager' Reports for Portfolios
Feature Requests
[Reports] Household and Portfolio Breakdown
Feature Requests
[AI] LLM Comp Table for Filings and Transcripts data
Feature Requests
[Integrations] Daily Automated Sync of Integrations
Feature Requests

Complete

Index from 100 charts
Feature Requests
I already pay but it does not work
Feature Requests
I already pay but it does not work
Feature Requests
News Listing Table - Add Stock Symbol/Ticker
Feature Requests
IntraDay Chart templates
Feature Requests
Templates Categories or Directories
Feature Requests
Feature in Template Construction
Feature Requests
Templates and default
Feature Requests
Default to matching ticker symbol
Feature Requests
Please add new Fidelity ETF - FSOL
Feature Requests
Dividend Payout (LTM) Column for Client and My Portfolio
Feature Requests
CAGR version of Total Return since purchase
Feature Requests
US Total Stock Market
Feature Requests
[Data] Add SMA (Separately Managed Account) Data
Feature Requests
[Reports] Holdings Table in Reports
Feature Requests
[Data] Add Historic YoY growth and Trailing Growth (e.g 5Y Growth %) to Watchlist and Screener
Feature Requests
[CP] Portfolio Rebalance Tools in Client Portfolios
Feature Requests
[CP] Support Custom Data via CSV Upload
Feature Requests
[Reports] Instrument Type Exposure in Reports
Feature Requests
1 Day change trend
Feature Requests
[Reports] Sort Fee Comparison Table
Feature Requests
[CP/MYP] Stylebox in MYP and CP
Feature Requests
[Mobile] My Portfolio in Mobile App
Mobile App
[Reports] Show Net and Gross Performance in Reports
Feature Requests
Transcript page numbers & "page 1 of __" on each page?
Feature Requests
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