v3.26: Model Portfolio Improvements

Koyfin -

Discover the latest enhancements to our model portfolios feature, empowering you with refined investment strategies and personalized pathways for financial success:

  1. Model Portfolios in Graphs & Watchlists
  2. Holdings Matrix
  3. Exposure Exhibits
  4. CSV upload
  5. Custom benchmarks
  6. Homepage Column Selection
  7. First Common Date

You can try out all these updates here.

*Note: Model Portfolios is a Pro plan exclusive feature.

1. Model Portfolios in Graphs & Watchlists

You can now open your Model Portfolios throughout Koyfin for more advanced analysis:

  • Graphs: Analyze your portfolios against various assets or economic indicators using a diverse set of metrics including, performance, drawdown, beta, correlation, and other technical indicators provided on Koyfin.
  • Watchlists: Add model portfolios to your watchlist to track along with your other securities.

2. Holdings Matrix (Xray Look-through)

This new addition to Model Portfolio analysis gives you a simple but detailed look at what's inside of your portfolio by breaking down each fund to show exactly how much of the stock you own directly and indirectly through funds.

This allows you to manage overlap and concentrations, find unwanted exposures, and assess the diversification benefits of every fund in your portfolio.

3. Exposure Exhibits

Exposure Exhibits enrich our Model Portfolio analysis tool by providing a clearer perspective on risks and diversification, helping you make more informed decisions. Analyze detailed exposures to market factors, benchmark weights, and alignment with investment goals.

Look into the sector & asset Allocation, geographic breakdowns, fixed income, bond credit quality, and holdings contribution for more comprehensive insights.

4. CSV Upload

The CSV upload feature enables the bulk addition of securities to your Model Portfolios, accommodating various allocation periods efficiently.

5. Custom benchmarks

You can create a model portfolio to serve as a custom benchmark, and then use it to evaluate the performance and risk of another model portfolio. This allows for tailored comparisons using your own defined benchmarks.

6. Homepage Column Selection

With this update now you can customize your Model Portfolio homepage by selecting the key columns for a quick health check of your models.

Choose from a collection of risk, performance, relative return, expense, dividend yield, and other portfolio metrics, and reorder them to your liking.

7. First Common Date

No need to input the starting date for your Model Portfolio. With the new "First -Common" option, the platform system automatically selects the date to provide the longest common history for all securities.

Learn more about the full functionality of model portfolios in our help article.