Koyfin
Roadmap
Feedback

Boards

Bugs & Issues
46
General Feedback
65
Feature Requests
1715
Community Questions
4
Mobile App
42

Roadmap

Planned

Institutional Ownership Data for ex-US Stocks
Feature Requests
Portfolio Contribution for Model Portfolios
Feature Requests
[AI] LLM Trend Table Analysis
Feature Requests
[AI] LLM Document Query Tool
Feature Requests
EAC - Add more P&L detail!
Feature Requests

In Progress

Reports That are Not Templates
Feature Requests
On the mobile app, is not possible to show ytd and 2025 returns in watchlists
Mobile App
On mobile app, the price charts of model portfolios are shown only as "dots" vs a line
Mobile App
My Graphs, as alternative to a Chart Template
Feature Requests
Insider Ownership & Transactions
Feature Requests
[AI] LLM Comp Table for Filings and Transcripts data
Feature Requests

Complete

[Integrations] Daily Automated Sync of Integrations
Feature Requests
[Reports] Compare more than 2 portfolios in a Report
Feature Requests
[Data] Earnings surprise % and Historical Estimates in Watchlists and Screens
Feature Requests
WEI: Add TOPIX and NIFTY
Feature Requests
switching tickers though graph section
Feature Requests
SMA Screener
Feature Requests
Bulk Move Client Portfolios
Feature Requests
[Integrations] Support Fidelity Wealthscape as Custodial Integration
Feature Requests
NEED DOW IN THE MARKET MOVERS
Feature Requests
[Integrations] Addepar Integration
Feature Requests
Fund flows bars look very thin. Could you please make them "fatter"?
Feature Requests
Add More Schwab Data to CP Homepage Table
Feature Requests
[Reports] 'One-Pager' Reports for Portfolios
Feature Requests
[Reports] Household and Portfolio Breakdown
Feature Requests
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
Powered by Canny