Feature Requests

Can you Integrate Addepar to Koyfin?

Is there any place where all of the economic data is organized for our viewing. The economic calendar is great but only has ~12 data points

Custodian portfolio auto naming: Please give us an option to name the account by type (like Roth) or to choose the title from the Schwab data fields. Right now, accounts come in as the person's named and some of my households have 10 accounts

The one-pager type of report is really useful and would be a welcome addition to the Advisor Pro plan.

This will data would be incredibly helpful.

I paid it 2025.11.26 17:13:37 374.40 USD But it dose not work.

I paid it 2025.11.26 17:13:37 374.40 USD But it dose not work.

Can you create a 'dumb' holdings table for reports that is a footer to the report and basically just shows every single holding and weight in the portfolio(s)? Bonus points if we can choose which columns are shown in the table.

Calculation issue is in "YoY EPS Growth" in "Highlights" of "Financial Analysis" section. Specifically, when a company's EPS goes from a negative value to a positive value, the sign on the results of "YoY EPS Growth" is reversed. Thank you for your attention to this issue.