Integration: Orion
complete
Conor MacNeil
complete
Conor MacNeil
✨ Now Live: Orion Integration
We’ve expanded our integrations to include Orion, meaning you can now import accounts directly from Orion and analyse them inside Koyfin.
You can set up an Orion integration by heading to the Integrations page under profile settings.
The "Connect" button will redirect you to the Orion sign-in page.
After logging in, your account will be connected to Koyfin.
Read more about how to connect Orion to Koyfin below.
Conor MacNeil
Orion Beta: Hey folks, we are getting close to releasing a beta for Orion. I am compiling a list of users who would like to be part of that data and provide us with some feedback.
If you would like to get early access, please contact me at conor.macneil@koyfin.com
Conor MacNeil
in progress
I
Innocent Pike
Any idea if you are planning to have client data pulled nightly via their API or whether you are going with a pull upon user request. Auto update would be really helpful.
Conor MacNeil
Innocent Pike: Hey Chris, we are just poking around their API right now, so I can tell you more soon.
At the very minimum the plan is to pull the data automatically every night (so you never have to import it manually).
We are planning to have a "manual" sync button for integrated accounts which, in theory, allows you to run a request during the day and sync the latest file. Will know more if they support this part soon.
Conor MacNeil
To follow up here, yes this is the expectation that we pull every night.
To begin with, it will work the same as it does today, which requires manual import. But we are working on a daily overnight sync job, as a separate project.
Conor MacNeil
planned
Conor MacNeil
under review