Custom Slides in Reports
complete
A
Acid green Anteater
Hey, I think it would be a neat idea to let us add custom slides to our Reports that range from things like:
• Adding pages for team member profiles
• Add custom macro graphs
• Add pages for highlight strategy and other firm related talking points.
• Maybe other pages for images and text
Conor MacNeil
complete
Conor MacNeil
Hey folks, today we released custom report pages. Custom Report Pages allow you to personalize client reports in Koyfin by adding your own branded content. These pages are designed to help you tell your firm's story, explain your investment approach, and add context or commentary to your proposals. This makes your reports more engaging, informative, and aligned with how you communicate with clients.
You can add custom content in 4 main page formats. Each layout comes with multiple configuration options so you can control how content is structured and displayed.
Editorial pages
Add formatted text and images. Use these pages to highlight your investment philosophy, market outlook, or firm overview.
Team pages
Introduce your team with headshots, titles, designations, and bios.
Macro Graphs Pages
Directly insert macro charts into your presentation, with space to add your own commentary.
Features cards
Use these visual layouts to highlight your values, services, or investment process with icons, text, and branding.
Conor MacNeil
in progress
Conor MacNeil
under review