Feature Requests

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

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.

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.

I want to connect the integration and have the accounts updated every day, automatically.

I want to have an LLM tool that is structured as follows: Columns are tickers of companies. Rows are prompts like "Tell me about Comparable Sales". I can add multiple rows, add new companies, and build a comp table of the latest quarter of earnings, select transcripts and filings as sources, and so on.

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.