Koyfin
Roadmap
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Roadmap

Planned

Screener - Filter by Instrument Type
Feature Requests
Grouping in Screener
Feature Requests
Basic EPS CAGR in FA
Feature Requests
"Short Term Debt" and "Short Term Debt (including Leases)" do not allow display currency choice on charts
Feature Requests
Book Value/share CAGR
Feature Requests
Support 15Y, 20Y periods for Total and Price Return in Screener
Feature Requests
Rule of 40
Feature Requests
Add Piotroski F-Score
Feature Requests
Periodic Risk Metrics in Model Portfolio
Feature Requests
Bulk Delete Model Portfolios
Feature Requests
Grouping of Model Portfolios in Home Page
Feature Requests
Add Sale/Purchase of Intangibles to Cash Flow FA
Feature Requests
Update Date Automatically on FA Page when new year comes
Feature Requests
Inconsistent FX Conversion Methodology Between FA and EAC Tabs
Feature Requests
Risk Questionnaires
Feature Requests
IPO/Inception date in Watchlist and Screener
Feature Requests

In Progress

Dividend Yield in Custom Data
Feature Requests
Add Calendar Year Performance to MP Homepage
Feature Requests
Highlight Criteria Failures in Screener Results for a specific stock
Feature Requests
Insider Transactions Data in Screener/Watchlist
Feature Requests
Portfolio Attribution vs Benchmark
Feature Requests
Shorts in My Portfolio and Client Portfolios
Feature Requests

Complete

Model Portfolio Benchmark Stats
Feature Requests
Alternatives as an Asset Class
Feature Requests
EAC - Add more P&L detail!
Feature Requests
Aggregated P/L Calculation in MYP-CP
Feature Requests
Earnings Yield
Feature Requests
Free Cash Flow Payout
Feature Requests
Edit Asset Class & Attributes for Custom Holdings
Feature Requests
More data sets helpful for REITS
Feature Requests
ROCE (Return on Capital Employed)
Feature Requests
Operating Cash Flow Margin %
Feature Requests
Batch Processing of Reports
Feature Requests
Risk Statistics Snapshot for Funds
Feature Requests
Portfolio Contribution for Model Portfolios
Feature Requests
EV/FCF Multiple
Feature Requests
Free Cash Flow - Stock Based Compensation metric
Feature Requests
P/FCF (NTM)
Feature Requests
Compact Table Widget in Dashboards
Feature Requests
Screen Navigation
Feature Requests
Replicate ETF Exposure UI in MF Exposure Snapshot
Feature Requests
My Graphs - Sharing
Feature Requests
Customize Left Side Navigation Menu
Feature Requests
Company LOGOs
Feature Requests
With left-hand legends minimized..
Feature Requests
Institutional Ownership Data for ex-US Stocks
Feature Requests
Add EV/Sales historical indicators
Feature Requests
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