Conor MacNeil
marked this post as
under review
Conor MacNeil
Merged in a post:
Make Dashboards Shareable
H
Horizon blue Tuna
I was wondering if there's a way for paying members to have a dedicated area where we can all share and post our various dashboards and perhaps even watch lists to give other paying members ideas on how they can better utilize Koyfin in their day-to-day investment management and trading. I'm always trying to find ways to better use the platform and seeing how others use custom dashboards and watch lists would be extremely helpful.
Conor MacNeil
Merged in a post:
Sharing Dashboards
S
Spicy Barnacle
I would love to be able to share the dashboards I have with others on my team
Conor MacNeil
Merged in a post:
Screens & Dashboards
M
Manual Viper
How do you share them?
Conor MacNeil
marked this post as
open
Conor MacNeil
Merged in a post:
Make Dashboards Shareable
N
Nickel Stingray
HI is it possible to share the format of a dashboard for others in my team to use?
Conor MacNeil
Hey Dan, it's not currently. We are working on shareable assets more broadly. In the last few quarters we've made Watchlists, Screeners, and Model Portfolios shareable. Things like Dashboards and FA templates are on the roadmap.
I am going to convert this to feature requests and potentially merge it with identical requests. That way you will be notified when we make progress on it.
N
Nickel Stingray
Conor MacNeil thanks !!
Conor MacNeil
marked this post as
planned
C
Comparable Grasshopper
In addition to sharing watchlists, which is a must when trying to work with others on a list of names, I'd like to see sharing of custom columns. We tag each name to identify where they are in the research pipeline, or other characteristics, such as where we sourced an idea. Sharing custom columns will allow multiple users to be on the same page. Same with sharing company notes.
M
Maria Karpenko
Merged in a post:
Share a dashboard
V
Violet Basilisk
Homepage pricing comparison notes that the Plus plan offers "Advanced Sharing"... I assumed this might apply to dashboards, but from Free->Plus can't seem to get any additional sharing functionality other than at the widget level
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