Allow changing columns in Client Portfolio
in progress
Conor MacNeil
Update: This is expected to be rolled out next week. You will soon be able to add columns (and views) to Profit / Loss and Analysis tables.
We will also follow this up by adding columns to the Client Portfolio homepage table shortly after.
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Gorgeous Marsupial
Conor MacNeil. BRAVO! Does this update SAVE THE SORT ORDER?
Conor MacNeil
Gorgeous Marsupial Yes. Naturally as we are introducing the concept of 'views' to these tables, you will be able to adjust sorting, save the sorting (manually or by turning autosave on), and so on.
You can also create multiple views on these tables.
Conor MacNeil
in progress
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Gorgeous Marsupial
YES! I totally agree with this!
Conor MacNeil
Gorgeous Marsupial: Working on it!
Conor MacNeil
Merged in a post:
SORT order in columns needs to be saved.
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Gorgeous Marsupial
Sort order is currently not saved. If I remove the FX columns, they come back from the dead at the next browser refresh. AND, we need to have access to all the columns in the WATCHLIST become available for client portfolios.
Conor MacNeil
Hi Charles, we are working on this now.
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Maria Karpenko
Merged in a post:
Need "Column Selection" option in Client Portfolios.
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Gorgeous Marsupial
Please add a column selection option to Client Portfolios, similar to what is available in My Portfolios and My Watchlists. This is a crucial addition for me, as I really can't use the /CP section for research with currently only the Watchlists having the most data-rich column selections. I believe these data-rich column selections should be available throughout your platform.
Conor MacNeil
Merged in a post:
Custom columns are currently not supported in Client Portfolios.
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Gorgeous Marsupial
Custom columns are currently not supported in Client Portfolios. To make Koyfin truly useful at the Client Portfolio level, custom column need to be enabled so that current holdings can be thoroughly analyzed without having to export a Client Portfolio to a Watchlist.
Conor MacNeil
Merged in a post:
Balance Sheet Data in Client Portfolios
T
Tense Deer
I'd like for there to be a balance sheet analytics template under Client Portfolios to be able to see the portfolio's average EBIT/Interest Expense, EBITDA/Interest Expense, Debt/Equity, Total Debt/Capital, etc. Thank you.
Conor MacNeil
Hey Todd, we are going to be updating Client Portfolios fairly soon to let you create your own custom views in the Analysis tab/table.
This way you could build views like you can in watchlists, adding those balance sheet specific columns, and use summary rows to see the portfolio level data as a weighted sum.
Conor MacNeil
planned
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