Feature Requests

Can I link my Fidelity Brokearge account positions directly to Koyfin

It would be easier to add earnings surprise % / revenue surprise % (even EBITDA surprise) in columns in watchlist rather than going ANALYTICS and Earnings calendar to get them. It would be more easy to have a view on watchlist with all other data, and to be able to filter using EPS surprise % in MY SCREENS Thanks Hicham

Can you Integrate Addepar to Koyfin?

I want to have an LLM tool that is structured as follows: Pick a single ticker. Columns are earnings periods of that ticker. Rows are prompts like "Tell me about Comparable Sales". I can add multiple rows, add new periods as columns, and build a trend table for a single company to see commentary and KPIs, select transcripts and filings as sources, and so on.

Hi - I propose you integrate earnings call transcripts with Claude or ChatGPT to automatically generate some short summaries

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

It would be first-class if you can add line-item detail to the EAC tab. For example - Bloomberg and Factset both are able to break out the Income statement line items and key KPIs. At a minimum, the income statement line items like COGS expense, Sales and marketing expense, R&D expense, G&A expense can easily be pulled and summarized in the EAC tab like you have for the other line items. This would be a game changer for analysts