Koyfin
Roadmap
Feedback

Boards

Bugs & Issues
62
General Feedback
48
Feature Requests
1649
Community Questions
4
Mobile App
39

Roadmap

Planned

[Integrations] Addepar Integration
Feature Requests
[Integrations] Support Fidelity as Custodial Integration
Feature Requests
[AI] LLM Trend Table Analysis
Feature Requests
[Reports] 'One-Pager' Reports for Portfolios
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

[Data] Add SMA (Separately Managed Account) Data
Feature Requests
[Reports] Household and Portfolio Breakdown
Feature Requests
[Reports] Holdings Table in Reports
Feature Requests
[AI] LLM Comp Table for Filings and Transcripts data
Feature Requests
[CP] Portfolio Rebalance Tools in Client Portfolios
Feature Requests
[Data] Add Historic YoY growth and Trailing Growth (e.g 5Y Growth %) to Watchlist and Screener
Feature Requests
[Integrations] Daily Automated Sync of Integrations
Feature Requests

Complete

[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
[AI] LLM Summaries of Earnings Call Transcripts
Feature Requests
[Reports] Upside/Downside Capture in Reports
Feature Requests
[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
Powered by Canny