Custom Asset / Security Creation
complete
Conor MacNeil
complete
Conor MacNeil
Hey folks. if you head to profile settings and then my data, there is a new section called Custom Data.
Here is a demo: https://youtu.be/suX4ANjReVo
Custom Data allows you to create custom data series, assign them names, tickers, asset allocation, instrument types, all by uploading a CSV with value and date information.
These data series can be added to portfolios, watchlist, and charts. They will effectively live as data series or securities in the system which can be retrieved from the search box.
We are going to be coming out with educational materials (release notes, YouTube video, etc) in due course. If you have any questions, the community questions board will be the best place to submit them for now.
D
Distant Antelope
It would be great to be able to upload data from mutual funds that are nog listed so one could have the full view of one’s portfolio
Conor MacNeil
Distant Antelope: Hey Linda, great suggestion. This will be possible with custom data series.
Conor MacNeil
Merged in a post:
Support Unlisted Security Data
O
Oxblood Swan
It would be really helpful to have a placeholder for unlisted securities. In Yahoo Finance, you can add a ticker for unlisted securities using the prefix $$ (eg $$STRIPE).
the only fields that one should be able to update for this are the cost price per share and the current price per share to compute the returns.
this is really helpful in an environment where people have started holding unlisted stocks or international bonds (which are not on Koyfin).
Conor MacNeil
Merged in a post:
Custom Ticker
G
Green Bass
Hi,
I have some crypto tickers I would like to include that doesn't seem to be supported. Namely ENS and RARE. If I could add a custom ticker and update manually this would be great.
Best,
Conor MacNeil
Merged in a post:
Creation of a customized security for a model portfolio
H
Handsome Python
Hi there, How can ad a customized security for a model porfolio?
Conor MacNeil
Hey Rainer, we don't support that, but are working on it right now for later this year.
Conor MacNeil
Merged in a post:
bonds, money weighted rate of return
P
Profound Marten
I really like the exposure tab! Very handy to quickly see geographic and sector diversification.
Adding OTC bonds would be nice to have but really not that important.
Weighted rate of return on the other hand might be interesting. I have it on my brokerage page already and it makes things more complex on the coding side. Adding in- & outflows, selling of stocks, etc… so I don't really need it but it might be something to keep in mind depending on future plans for the platform.
Importing spreadsheet from broker worked flawless too. Nice!
Conor MacNeil
Merged in a post:
adding gold to the "my portfolio" would be nice
E
Exciting Wombat
Conor MacNeil
Merged in a post:
OTC positions
T
Teal Parakeet
it would be extremely useful if I could add OTC positions such as single bonds or private holdings and feed in the prices via a CSV upload or something like this. That way I could have a really holistic view of portfolio holdings.
Load More
→