v3.51: What We Built in 2024

This year, we introduced over 40 features designed to make your investment workflow faster, clearer, and easier. Here’s a breakdown of what we delivered in 2024:

Portfolio Management and Analysis

My Portfolio: Bring all your accounts—e.g. taxable, retirement, etc—into one view. Learn more
Client Portfolios: Manage all client accounts in one place with detailed insights into exposures, performance, and holdings. Learn more
Schwab Integration: Easily import client accounts and keep portfolios up-to-date. Learn more
Warrants, Closed-End Funds, and Preferreds: Added support for these asset types in My Portfolio, with a 'Total Cost at Inception' column for cost clarity. Learn more
Exposure Exhibits: Identify the distribution of your investments across various asset classes, regions, sectors, etc. Learn more
Cryptocurrency Holdings: Support for cryptocurrency as a holding across My Portfolio, Model Portfolios, and Client Portfolios. Learn more
Portfolio Currency Support: Expanded the number of supported portfolio currencies from 12 to more than 90. Learn more
Holdings Matrix (Xray Look-through): Get a detailed look-through of fund holdings for better portfolio transparency. Learn more
Custom Benchmarks: Evaluate portfolios against benchmarks tailored to your goals. Learn more
Portfolio Sleeves: Layer portfolios, track overlaps, and analyze exposures with precision. Learn more
Stylebox Scores for Individual Stocks: Analyze individual stock classifications by size and style. Learn more
First Common Date: Align portfolio performance to a shared starting point for better comparisons. Learn more
Homepage Column Selection: Customize your Model Portfolio homepage with key metrics like risk, performance, and yield. Learn more
Model Portfolio Sharing: Share your Model Portfolios effortlessly with colleagues or clients for streamlined collaboration. Learn more
Holdings Chart: Visualize your Model Portfolios with a clear pie chart for a better understanding of portfolio composition. Learn more
Model Portfolio Data Download: Easily export the data from any model portfolio into a CSV file, making it simple to further analyze or share the data. Learn more
Model Portfolios as Holdings: Analyze model portfolios in graphs or track them in your watchlists. Learn more
Model Portfolio Returns in Watchlist: Track total annual returns for your Model Portfolios directly in the Watchlist. Learn more

Reports

Reports & Client Proposals: Create polished, professional reports for clients with ease. Learn more
Customizable End Dates: Tailor report timeframes to suit client needs. Learn more
Holdings Matrix Exhibit: Include detailed holdings breakdowns in your reports. Learn more
Report Template Sharing: Share report templates with your team to streamline collaboration. Learn more

Charts and Visualization

Relative Charts: Compare valuation metrics like P/E and EV/S between securities or benchmarks. Learn more
Comparison Graph: Compare multiple securities side by side to evaluate performance and volatility.
Historical Price Transformation: Analyze price trends using YoY growth, cumulative performance, and drawdowns. Learn more
Constant Valuation Multiples: Plot constant multiples over time for in-depth valuation analysis. Learn more
Yield Curve Chart: Visualize interest rate trends and their impact on markets. Learn more
Volume by Price Overlay: Identify price levels with the highest trading activity. Learn more
Linear Regressions in Scatter: Spot correlations with regression lines and R² values for clearer data relationships. Learn more
Statistical Bands on Volume: Add statistical insights to your volume data for better analysis. Learn more
Fibonacci Extensions: Project price levels and identify key support or resistance zones. Learn more

Data

ROIC, NOPAT, Average Invested Capital: Get deeper financial insights into companies' operational efficiency and value creation. Learn more
Estimates for Primary Warrants: Access detailed estimates for Preferreds and Warrants in key snapshots. Learn more
Fund Exposure Snapshot: Get a clear overview of fund allocations across sectors, regions, or styles. Learn more
Fund Percentile Ranks: Benchmark funds against their peers with percentile rankings. Learn more
3Y & 5Y Equity Ranks: Compare equity performance with added time horizons beyond 10Y and 20Y. Learn more

Enhanced Security and Platform Features

2FA (Two-Factor Authentication): Protect your data with an extra layer of security. Learn more
Quick Actions: Navigate faster with quick access to scatter plots and news in My Watchlist. Learn more
Screener Sharing: Share the templates you use to screen for stocks, ETFs, and Mutual Funds, with other investors; even if they don't have a Koyfin account.

Watch our demo showcasing Koyfin platform with all the latest 2024 updates and features: