Calendar in Watchlist/Screener to Pick Specific Dates for Metrics
Conor MacNeil
Merged in a post:
Rates: Ability to call different dates in columns for watch list.
S
Splendid Salmon
I would like to look at rates over different time periods. I would be nice to have a feature that allowed you to call up a price at a certain date in column form. That way, you could have a watchlist item of -x days (rates at current, -10 days, -30 days, -90 days), etc...
Conor MacNeil
Merged in a post:
Performance from "xyz" date
Q
Quail Capybara
Is there a way in watchlists to have a custom date range for performance, say November 1st until today for example?
I generally use TTM but it would be super helpful to have custom date ranges for performance that isn't just TTM, 1Y, 3Y etc
Conor MacNeil
Merged in a post:
Price change by period
U
Umber brown Mackerel
User should be able to pick date range or atleast we can start with last 5 day, 10 day price change.
Conor MacNeil
Hi there.
There is not a way to do this currently. I will merge this with our feature request ticket for this fucntionality.
Conor MacNeil
Merged in a post:
Performance Screening
U
Ultimate Mackerel
Would be great to be able to screen by user defined performance periods. Currently can only do by canned periods (e.g. 3M, 6M, YTD, etc).
Conor MacNeil
Merged in a post:
Adding a 5-month total return column
P
Positive Sparrow
I just discovered Koyfin and it’s a great platform !
One key metric I need for monitoring my watchlist is the 5-month total return. In the current column options, there are several time periods available, but not the 5-month total return.
I noticed that it’s possible to create custom columns and assign formulas, but it seems these formulas have to be based on existing fields.
The 5-month total return is a fairly standard metric in tactical asset allocation (momentum / trend-following) strategies, and I’d really like to be able to include it.
Is there any way to create or add this column manually?
Thanks a lot for your help!
Conor MacNeil
Merged in a post:
Watchlist Data as of Specific Historical Date
L
Lovely Meerkat
It would be so awesome to view any Watchlist as of a specific historical date. Maybe certain metrics that can't be retroactively displayed can just be blank. OR maybe in the column picker allows a column's data to have a selectable fixed "as of" date (e.g., column for NTM earnings that is fixed as of a selected date rather than continuously updating, that can then be compared to a continuously updating column).
Conor MacNeil
Hey Christine, did you know you can select historical periods of data in the watchlist?
E.g gross margin from last year, the year before, etc.
I understand your request, and will be candid and say it's not likely to be something we support in the near term, as it would require some significant infrastructure changes.
L
Lovely Meerkat
Conor MacNeilYes, but this isn't quite what I have in mind. For example, what if I wanted a list of prices or 1M return
as of exactly 9/30/25
(or some specific date). As of now everything is relative to today
, no? Unless I'm missing some functionality?Conor MacNeil
Lovely Meerkat Of course, was just sharing that too.
I understand the request you are making. To be clear it's not something we support today.
Conor MacNeil
Merged in a post:
Date Selection in My Watchlists
I
Iced lavender Crawdad
It would be helpful if we could select the date for the data being presented - e.g., performance to date (1M, 3M, 6M, etc) on the last day of the month.
Conor MacNeil
Merged in a post:
Custom Total Return Timeframes in Watchlists
S
Serenity blue Squirrel
Is it possible to have custom total return timeframes within watchlists? I see all of the pre-loaded time frame options, but it doesn't seem like you can create a column for total returns that say would enable me to select a custom start date or end date, that would apply across all of the companies in the watchlist.
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