Feature Requests

Can I link my Fidelity Brokearge account positions directly to Koyfin

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.

Can you Integrate Addepar to Koyfin?

I'm trying to create a calculated field to show the value of dividends for each position. I would like to have a column that multiplies Market Value by Dividend Yield (Ind). Market Value is not available as a data item to use with a formula. '1. It would be great if we could use portfolio columns in calculations. '2 Please add Total Indicated Dividend to the Portfolio Tracking Columns

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 most helpful to have additional features that make it easier to organize model portfolios and watchlists. Grouping (expand/collapse) would work well with the model portfolio layout. With the way the watchlists are organized across tabs, I'm not sure of the best way, but some ability to group, organize, filter would be great.

Would be great to be able to sva echarts...so we don't have to rechart every time we want to see that chart.

Please add a stylebox somewhere in My Portfolio and Client Portfolio

Please add data for SMAs (Separately Managed Accounts).