General Feedback

What's the difference between the total return (Historical Graph) and the information presented in the normalized performance graph (GM)? Using 10 years of data, SPY has a total return of 200,96% (historical graph) and a performance of 267,60% (performance graph - GM).

Hi, I was told to email the request if I want a 7 day trial to the pro plan that integrates with Schwab. I am making that request. I've used Koyfin top tier for I think three years now I have one question, Ycharts reached out to me and said they have a number of integrations with platforms (Orion, Blackdiamond etc) Are you considering such integrations? I currently use NEBOWealth build by people at GMO Asset Management. (Personally I think integration with a player like NEBO Wealth is an both more impactful/useful and easier to do than something like Black Diamond.) Best, Rob Dainard, CFA Phone 425-522-2322 Mobile 425-269-1995 Email Rob@haracapital.com 13555 SE 36th St, 100 Bellevue, WA 98006

Can you please combine Valuation, Capital Structure, and Analysts Estimates in 'Overview' page (under Snapshot) into 'Financial Summary', with actuals for the last three fiscal years (FY) and estimate for current FY and the next FY, with the following line items: Market Cap Debt Cash & Inv EV Revenue EBITDA FCF EPS P/E EV/EBITDA EV/EBIT EV/Sales FCF Yield % Div Yield % ROCE % (Return on capital employed) RoE % (Return on Equity) Stock Price: year-end price for years already ended, and latest price for the current year and the next year of Shares outstanding: # at year-end - for the years already ended, and the latest available actual # (from quarterly filing) - for the current year and the next year. Show Actuals for the last three fiscal years (Month/Year) and estimate for current and the next fiscal year (example: 12/2021, 12/2022, 12/2023, 12/2024E, 12/2025E). If necessary, you can make Snapshot Chart and News section smaller. Thanks

is it possible so when i search for a stock, the first option that comes up after selecting a stock is one of the financial analysis tabs? Rather than having to scroll through all options?

I'm trying to verify Koyfin's VIOV 5 year performance figure on my watchlist to Vanguard's published figure. Koyfin's figures calculate through today, while Vanguard's figures are based on the prior month-end. Is there a way to roll Koyfin's figures to a prior month-end?

It would be nice if it was clearer that pricing is USD. Given its a global site it is sort of implied, but a note would be nice.

I find the Model Portfolios tool to be a little confusing and of little use to me as an individual investor. What I would LOVE to have is a tool that allows me to input all of my stock positions, including the date when each stock was purchased, average price per share, commissions paid, etc... and start receiving advanced portfolio analytics that shows me how my portfolio is doing versus an index of my choice, what the Sharpe and Sortino ratio of my portfolio is, etc. I would be willing to pay more for this tool. It would be perfect if I could input when I sell my positions (partially or fully), at what average price, and the commissions paid on the sale of those shares... so that the tool can actually track my portfolio's performance and not just the results of my open positions.

Any way to utilize koyfin for portfolio management? I am looking to upload portfolio to find metrics on performance/valuation metrics/exposure..etc Thank you

This just made my life WAY easier! Goodbye Excel!

Is there a way to download the financials (IS, BS, CF, etc) into Excel. I see the dashboard is and I presume charts. But dont see anything for financials.