My Portfolio Release

[@EricK-vu3sf]

This is great! When you add previous transactions, shorts, and cash movement for money vs. time weighted returns, you will have cracked the code. Great additions.

[@Koyfin]

Thanks Eric! We plan to get there eventually :)

[@mbeavis1]

Great update, Colin. Very well explained. Thanks.

[@Koyfin]

Glad it was helpful! Thanks :)

[@cesarh.g.2362]

We need the sell option to actualize the portfolio. thx

[@Koyfin]

We plan to support this in the future 👍🏼

[@IoNessunoMolti]

This is F-ing fantastic! I can't wait to see the Buy/Sell type for the transaction. Thank you!

[@Koyfin]

Working on it :)

[@AlexandreBG27]

Great Additions!! Do you have any expectation of adding other classes visualisation, such as cryptocurrencies, in order to be able either have it in our personal portfolio and also in any model portfolio we want to back test it?

[@Koyfin]

We plan to support fiat-paired cryptocurrencies in MYP soon. No immediate plans for Models yet, but it's likely we'd make it compatible there too.

[@vDgzxcq]

What I would have liked to see is the YTD % returns of the portfolio" column. Currently not available

[@Koyfin]

Hey! The focus of v1 was to build a foundation of tracking a current portfolio. Time series is on the roadmap :)

[@matteosylvestre2050]

What if I sold some portions of an equity holding, how do I reflect that on this portfolio tracker? Great Video!

[@Koyfin]

Hey Matteo, v1 of My Portfolio is for a current portfolio. So, this isn’t possible currently. We wanted to lay down a solid foundation first and then tackle historic transactions.

[@baijuthomas3716]

Great addition, do you also have a feature where i can custom type my PnL i ask because if i have to import my ISA holdings its really hard to get the historical trade dates from these ISA providers , they just show one consolidated PnL column , so was thinking if Koyfin accepts one PnL number per ticker on the first import and then going forward just tracks the mkt movement , that will be a easier transition.

[@Koyfin]

Hey, thanks! Are you saying it’s hard to get a download of every individual lot from your broker? The P/L fields are calculated so can’t be used inputted unfortunately.

[@baijuthomas3716]

@Koyfin that's correct, fidelity or Hargreaves in UK don't show trade dates or trade price on their platform directly, there's some effort to get this info on the apps like go maybe do a transaction history search etc .. but thanks for clarification, that makes sense though that the pnl cannot be updated manually and it's calculated field.

[@naifsoufi1996]

Amazing feature! Quick question, Wouldn’t it be possible to do portfolio linking (like morningstar investor feature) instead of adding the portfolio manually?

[@Koyfin]

Hey thanks! Right now, this is a v1, the foundation if you like. Broker integration was not a part of that, but it is something we discussed early on and plan to implement in future updates. We also need to introduce time series performance in v2 as well, so these things go hand in hand. Can you speak to the flow that Morningstar uses and how you'd like that to work in Koyfin?

[@nick.zaharias]

Would be great if we could connect to Schwab portfolios too.

[@Koyfin]

Hey Nick, from the perspective of an individual or for client accounts?

[@MichaelWoolley-qk6zk]

What if I want to take into account sell transactions? The uploading a CSV option only allows buy transactions.

[@Koyfin]

Hey Michael, as noted in the video the first version of My Portfolio doesn't support sells. This is on our roadmap.

Can you connect/link your brokerage account to make or update a portfolio?

[@Koyfin]

Not currently.

[@mikkip2302]

Does this work with all tickers? Does it work with cash accounts in multiple currencies?

[@Koyfin]

It works with all equities, etfs, and funds that Koyfin supports. Each account can have a separate cash balance with its own currency. Having multiple cash balances per account is not something we have built yet but could do in the future for sure.

[@CC-lt2qt]

YESSSSS 🎉

[@Koyfin]

Woo!

[@HiềnTrầnThịMộng]

Can I receive customer trading orders?

[@Koyfin]

We don't support that currently. Can you explain more about what this is?

[@ParkerGregory-h1c]

I put $250 as my position yet koyfin says on the top left that I have $500 dollars... I certainly dont. I have 247. What is the 500?

[@Koyfin]

Hey, could it be that you have either (a) added a cash balance, (b) added the same position to two accounts (c) selected an incorrect currency? Send over a few screenshots to [e-mail] and we can figure it out for you.

[@ParkerGregory-h1c]

@@Koyfin Thanks. I had added a cash balance in addition to my holdings.

[@Koyfin]

@@ParkerGregory-h1c Glad we could help. We plan to add cash balances to the tables soon.

[@mojonewslk]

tnx

[@Koyfin]

Welcome!

[@mivi5155]

Great feature many requested and really appreciate your quick and clear presentations Connor. Koyfin should run a big #promo on all SM to promote this.

[@Koyfin]

Much appreciated! Glad you are enjoying it. We have lots more development work to do here, so hopefully this is unrecognisable soon :)