Conor MacNeil
closed
Closing as this feature is not possible to implement with current vendor restrictions.
If, at some point in the future, this becomes possible, we will revive this feature request.
Conor MacNeil
Merged in a post:
Download Snapshots
C
Crimson Flamingo
Adding CSV download option for the Sector & Industry Breakdown section. Currently the only way to import the data into a sheet is manually. A daily CSV option would be more efficient and very helpful!
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Garnet Squid
This is a must, especially bearing in mind that "Financial Analysis" does not allow to create bespoke fields or running common-size analysis of IS/BS/CF items
Conor MacNeil
Garnet Squid: Hi Carlos, we won't be able to provide this as it's restricted by the data vendor.
Conor MacNeil
Merged in a post:
excel
B
Bright Sparrow
Conor MacNeil
open
C
Compatible Orangutan
Conor MacNeil I saw this was marked planned and then Open. I am guessing this feature will remain at large for the time being because of data providers?
Conor MacNeil
Compatible Orangutan Yea sorry that was my mistake. Was grabbing a few things from the top requests list for a project, and must have accidentally did that.
Same blocker on excel integration, we can't build one at the moment.
Conor MacNeil
Merged in a post:
Excel Plugins
Q
Quiet Pelican
Will Koyfin offer dynamic Excel plugins similar to Bloomberg? It would add so much value
Conor MacNeil
Hi everyone, we appreciate that this is a commonly requested feature and that its a big part of many people's workflows. However, an API plug in is not possible currently, due to limitations from our data vendor.
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Tangerine Bee
Conor MacNeil If API is not possible, can the data be displayed in a format that is easy to copy and paste into Excel?
Conor MacNeil
Tangerine Bee Hey Lee, which data/area are you referring to specifically? The watchlist? FA section?
S
Surrounding Guppy
Conor MacNeil Is this a hard limit on SPGI's end or an economic limitation to get the cost of a feed to work within Koyfin's current pricing structure? If it is the latter, I'm guessing there must be a price point ($150-250/month) where you could meet SPGI in the middle by adding an extra tier to your service? This is still materially below the cost of BBG/CapIQ/Factset for a login for the individual investor (most $10k / year).
Conor MacNeil
Surrounding Guppy As of right now, it's the former. We'd naturally love to offer an API, but it's a restriction from the data vendor. I like to say "never say never" in life, but right now and for the foreseeable future, this is the reality of the situation.
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Tangerine Bee
Conor MacNeil Hi Conor, I'd like to be able to copy and paste the financial statements onto Excel so that I can build models. When I tried to copy and paste from koyfin a few months ago, I had a hard time doing it.
Conor MacNeil
Tangerine Bee Hey Lee, this is possible inside of Koyfin.
Can you walk through what you mean when you say you had a hard time?
T
Tangerine Bee
Conor MacNeil it is the financial statements screens
Conor MacNeil
Tangerine Bee Thanks for the clarification. You can create custom templates to re-arrange these data series in any way you prefer.
H
Harlequin Cardinal
Conor MacNeil is there an ability to download data from the koyfin website into a csv format? ie pricing/return data, financials/fundamentals etc.
Conor MacNeil
Harlequin Cardinal Not presently, James. Fundamental data can be copied to clipboard in the FA section, watchlists can be downloaded, and dashboards. Not chart tables, however.
I
Intense Swift
Conor MacNeil hi Conor. I really enjoy Kofin but am perplexed why your portfolios can’t have shorts in them and aren’t really available on the mobile app. It is really easy to have negative numbers in a portfolio which is all that would be required.
Conor MacNeil
Intense Swift Hey Daryl, thanks for writing in and for the kind words.
There are a couple of things here. One, portfolios are a relatively new focus for us, so we've been through a few versions in Model Portfolios are are in the first version (MVP) of My Portfolio.
Shorts are on the roadmap for sure. It's sadly not as easy as just adding negatives, there are a few more implications we need to work through, and this isn't something which really exists anywhere on Koyfin today. We plan to introduce shorts.
As for mobile, the model portfolio work flow isn't really a mobile use case. It usually entails uploading data, creating allocations, etc, which was built for desktop. We typically build for desktop first, and then consider mobile after.
My Portfolio is likely to come to mobile before model portfolios.
B
Bittersweet Opossum
Link to Excel? Yes, needed!
M
Maria Karpenko
Merged in a post:
Daily Movers
R
Razzmatazz Duck
Is there anyway for me to automatically download and email the EOD movers for a specific ticker?
M
Maria Karpenko
Merged in a post:
Need a market scatter with multiple columns. Not necessary drawing a multidimensional chart, but downloading all ETFs holdings with, say, 10 different technical or fundamnetal columns of data would be useful!
C
Concerned Coral
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