Historic Transactions in My Portfolio / Client Portfolio
Conor MacNeil
Merged in a post:
Model Portfolios vs My Portfolio
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Mandarin Crane
Hi, I am a private investor and don't need to have different model portfolios however some of the functions would be nice to see in My Portfolio as well. I am thinking about the style box and performance chart ? Currently "My Portfolio" does not take into consideration any sales...
Conor MacNeil
Hi Nicolas, we plan to support historic transactions in My Portfolio in the future. The two tools have slightly different use cases and are not constructed in the same way (models use weights, my portfolio uses lots).
Conor MacNeil
Merged in a post:
Portfolio Performance to include past sales
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Characteristic Stingray
It would be a game changer for me if the performance included past sales showing profit loss for true historical performance. It is easy to window dress a portfolio making it look good by deleting loosing positions and show clients you beat an index. Glad to hear short sales are in the works.
Conor MacNeil
Merged in a post:
How to add sell transactions?
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Quaint Lion
In portfolio tools, how to add sell transactions so that I can see total rate of return?
Conor MacNeil
Hey there,
We don't currently support that workflow, but plan to in the future.
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Characteristic Stingray
Conor MacNeil Great thank you, scrolling through this message link it looks like tons of people are wanting same thing. Hopefully with this many voices it will get moved up the line.
Conor MacNeil
Characteristic Stingray certainly on the radar.
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Fond Chicken
Conor MacNeil This function is critical than every other functions esp. for small investment firms/family office like I work at. We decided to use another platform until sell trades are available in Koyfin. Announcing the ETA will definitely be helpfu.
btw. implementing sell trades into portfolio function is super easy comparing to other functionalities you have.
Conor MacNeil
Fond Chicken Appreciate the candour and feedback. I will respectfully note that it's not "super easy" to implement, but we are aware of the need for this functionality and plan to include it.
I tend to avoid providing ETAs when I don't have good clarity on a release date. It's something we want to tackle this year.
Would you be willing to engage in a call with us to provide feedback on what you'd like to see us build? If so please contact me at conor.macneil@koyfin.com
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Mere Locust
Fond Chicken Yeah, I've been looking at platforms, and koyfin looked good until sells didn't track. Looking for one that does.
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Crimson Anglerfish
Hi Conor,
I read through this feed and noticed there is a lot of interest in the ability to see historic transactions. I see that this is in the roadmap but that cannot provide an expected ship date.
Here's what I have in mind: It'd be cool to have a time-machine feature on My Portfolio (similar to the one we see on Mac OS). Allowing for a (past) point-in-time view of the portfolio, before jumping back to today.
Conor MacNeil
Crimson Anglerfish: Will see what we can do!
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Rural Vole
Is there a timeframe for implementing this? Your solution is almost perfect, except for this big issue. It shouldn't be too hard to add.
Conor MacNeil
Rural Vole: It's not something we are actively working on in the current quarter, but it's on our roadmap. I avoid giving ETAs unless something has been through the product and design process and is either close to or in development.
Respectfully, there are things that are relatively easy to add, like adding a new data series. Then there are those that require a lot more thought from an implementation and development perspective. This is the latter, so it will take time.
Conor MacNeil
Merged in a post:
MYP Withdrawls
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Hibiscus Wolf
Issue: Accounting for Portfolio Withdrawals in My Portfolio. For example, sell 300 shares of a 1000 share holding in stock XYZ. If one reflects the withdrawal by reducing a lot quantity, won't that throw off the since inception Total Return calculation?
Conor MacNeil
Hi Kevin, we don't support historic transactions or cash flows in My Portfolio, migrating to the feature requests.
Conor MacNeil
Merged in a post:
import portfolio from CSV bug with sell transactions
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Rural Vole
The import portfolio from CSV works great, however when selling a stock, the transaction cannot be imported. see attached screenshot.
With the current way the import works, it's only possible to import the current position for a stock, not the complete transactions history.
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