Feature Requests

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.

Screening for improved profitability - whilst inclusing loss making companies How can I add tro a screen: pre tax income > pre tax income 1 year ago? This is make sure the screen includes situations where a loss making company is improving it's profitability despite still being loss making. Thanks

Is there a way to add target weights to our portfolio holdings and have Koyfin calculate the delta and then the number of shares to trade to rebalance? I'm trying to eliminate tools and move everything to Koyfin, but the inability to efficiently rebalance is a struggle.

It would be great to be able to pick a charting default rather than it being log

Please add data for SMAs (Separately Managed Accounts).

In the reports, I want to have a page that breaks down my household, portfolio, and accounts in the report and shows the asset allocation of each unit in % terms and $ terms.