Historic Transactions in MYP | Voters

Historic Transactions in MYP

Blue Halibut

It looks like transactions are recorded by adding or deleting individual securities. If I sell an equity, do I just delete it from the list? If so, then transaction history is lost, as is the ability to track the value of my portfolio over time.

April 4, 2024

Oxblood Swan

Is there any timeline to this being taken up for development?

Hibiscus Bandicoot

I HOPE IT WILL BE SOLVED SOON. THIS REQUIREMENT IS ESSENTIAL!!

Conor MacNeil

Merged in a post:

SELL PORTFOLIO SHARES

Hibiscus Bandicoot

HELLO. HOW DO YOU MODIFY YOUR PORTFOLIO WHEN YOU SELL A STOCK?

I SEE THAT IT CAN ONLY BE DELETED AS IS, BUT IT IS NO LONGER REFLECTED ANYWHERE. NOR THE BENEFIT OR LOSS IN “PAYMENTS MADE”? THANK YOU

June 1, 2026

Conor MacNeil

Hey there, this isn't something we support today. My Portfolio shows current holding only. We plan to support this in the future.

Maria Karpenko

Merged in a post:

Recording Sales in My Portfolio

Endless Caribou

i find it hard to believe that you can input historical purchases of shares in My Porfolio but you cannot record sales. this way I do not see how useful My Portfolio can be, as it is not updated. do you have a plan to add this feature? thanks in advance

May 25, 2026

Conor MacNeil

Merged in a post:

My portfolio - realised gains/losses accounted

Ivory Hedgehog

Unless i am missing something it appears that I can't input a stock sale in my portfolio (deleting a position will not account for the gains/losses since purchasing it). In general I would expect to have a way to accurately track the performance of a portfolio

May 14, 2026

Conor MacNeil

Merged in a post:

CSV Import to Portfolio does not accept negative quantities

Institutional Mollusk

When trying to import trades via CSV file from other platforms, such as WealthSimple, negative quantities are not accepted (sales vs buys) which makes it impossibly tedious to manage portfolios.

January 14, 2026

Conor MacNeil

Hey RS, this isn't a bug so migrating this to feature requests for now.

Technically, portfolios in Koyfin don't support transactions/trades. My Portfolio / Client Portfolio are representations of current holdings, not historic transactions. This is functionality we hope to have in the future. Neither of these tools support short positions at this time, also something we plan in the future.

Conor MacNeil

Merged in a post:

The portfolio lacks the function of transactions

Ultra pink Frog

When I try to display a portfolio in my portfolio, I can only do it via “edit portfolio” where I can add tickers. However, it is not possible to differentiate between buying and selling - the transaction map is missing! This feature is a minimum requirement for use.

January 8, 2026

Conor MacNeil

Hi Walter, migrating this to our existing feature request for this.

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