Hey folks, we released Household structures for Client Portfolios, meaning you can now represent Accounts, Portfolios, and Households, as well as create reports for them all.

Here is the documentation and we will have a YouTube video up shortly: https://www.koyfin.com/help/release-notes/v3-60-households-client-portfolios/

Hey Joseph, you are in luck because we are developing this right now. We will shortly be introducing a three-riered infrastructure of Household (highest level), Portfolio (2nd level) and account (lowest level).

You will be able to create a report on any of these levels.

To those watching this ticket, you may start to see some subtle changes to Client Portfolios in the coming weeks. A few things have already been released. It's a really large project that requires a decent bit of infrastructure change, and has to be released in parts.

Next week, you will start to see portfolios and accounts in Client Portfolios, portfolios being the higher layer that contain sub accounts (like My Portfolio's structure). Following that we will introduce a third, higher, layer above portfolios called Households. Here you can add multiple portfolios to a household.

Following that we will be introducing some polish and delight, related to navigation, creation, bulk actions, search, and so on.