v3.44: Reports Enhancements

Koyfin -

We’ve upgraded the reporting exhibits to introduce a range of new functionality, such as:

  • Customizable end dates
  • Holdings matrix exhibit
  • Report sharing

Customize Report End Dates

You can now choose a custom end date for performance data in your reports, making quarter-end reporting easier. Set your end date easily in the Details tab or during report creation.
All performance and risk metrics will be updated based on the selected period.

Holdings Matrix Report Exhibit

The Holdings Matrix helps you identify portfolio overlap and concentrations, find unwanted exposures, and assess the diversification benefits of every fund in your portfolio.

We introduced a holdings matrix to reports, which will showcase the top 20 holdings, sorted by their weighting in your portfolio.

Report Sharing

Quickly share your customized report templates with colleagues or teams, eliminating the need to recreate reports from scratch and ensuring consistency across your team.

When creating a report, you'll now find shared templates alongside your own and a 'Share' button when you hover over a template.  Simply click "Share," invite individuals or teams, and set permissions (Editor or Viewer) to control access.