Custom Dashboards
Reports
Reports that drive results
Easily generate and customize reports for portfolios and funds. Compare performance, analyze risk, and track progress – all with a professional touch.
Gain Insight
Each report provides insights into performance, risk, exposures, holdings, historical trends, detailed comparisons, and more.
Customize
Select specific portfolios or funds, set benchmarks, save custom report templates and customize with a variety of exhibits and your brand’s colors and logos.
Collaborate
Download or share reports with clients and colleagues directly from Koyfin, fostering transparency and collaboration.
Save Time
Create reports at the click of a button. Customize them to your exact requirements and save them as a template to reuse in the future.
Model portfolio reports
Analyze & showcase model portfolios
Gain a holistic view of model portfolio performance, risk, exposures, and holdings. Compare against benchmarks and communicate insights with professional, client-ready reports.
Client portfolio reports
Demonstrate value to clients
Highlight the advantages of your proposed portfolio over existing holdings. Focus on fees, yield, risk, and performance. Import allocations via CSV or manually (PDF import coming soon!). Tailor reports with custom notes.
ETF and fund reports
Deep dive into fund analysis
Understand fund style, holdings, and historical performance. Review key statistics and analyze risk exposures. Save custom report templates for efficient fund analysis.
