Feature Requests

Hi Koyfin team, amazing site btw, i use it daily for work. Regarding custom indexes, you guys already have all the multiples and data for individual stocks which is impressive. But i would like to be able to combine these into a custom index for comparable analysis

Can you Integrate Addepar to Koyfin?

Hi - with the screener for the 'universe' section - is there a simple way to select by asset type? For example, I want to look at exchange-traded debt such as 'baby bonds' like SCCD. We can 'search' for this using the 'search for a name, ticker, or function' at the top of the page, but I cannot seem to select the type of security as a 'preferred' when using the screener. Many thanks, Lincoln.

If I create a custom watchlist as per my requirement, I wish to have notification via mail if any new tickers are added as per the filters set. Can you work on this?

Would Love to have an import from Orion. You can import models, clients or accounts on a competitor to Koyfin. Would be very helpful.

Hey, I noticed that sectoral ETFs have their sector as 'Financials', because they are financial instruments that own stocks. Would be better if XLE said Energy instead of Financials.

In the screener, could you add a feature that highlights where a company fails to meet screening criteria?

Currently, the model portfolios lack an “Analysis” tab, which could function similarly to the “Watchlists” tab. It would be extremely convenient if the following features could be implemented: 1. Create an “Analysis” tab within model portfolios. 2. Add the ability to copy views from the “Watchlists” tab to the new “Analysis” tab.

Hello, In "My Screens", I set dividend yield(ind.) at 0~3%, for example. Amazon hasn't provide dividend to shareholders. So Amazon's div yield is 0% and Amazon should be included in the screening result. But Amazon's dividend yield shows "-", not 0%, so the screening criteria (0~3% div yield) cannot catch Amazon. Please fix this.

it would be really nice if I could filter a screen down to a list of symbols that are also on a watch list. for example id like to load in the dividend aristocrats into a watch list and then run a screen on that watch list to see which ones match a certain criteria.