What's new at Koyfin: Model Portfolio Contribution, Risk Statistics, and bulk export in Reports

Find a portfolio's top contributors and detractors, see a fund's full risk profile, and export reports in bulk.

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June 25th Update
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Hey R,
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We’ve rolled out some new functionality to improve your Koyfin experience, and we’re excited to share it with you.

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1. See what's driving portfolio performance
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The new Contribution tab in Model Portfolios shows the top contributors and detractors to the portfolio's return over the selected period.

Available on Advisor Pro.

Learn more ( www.koyfin.com/help/release-notes/v3-9…tribution/ ) | Watch demo ( youtu.be/sakhiqSo_fQ?si=2v3JmxFZbBSCmJjR )

Go to Model Portfolios ( app.koyfin.com/mp )

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2. See a fund's full risk profile
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The new Risk Statistics snapshot brings together risk and performance data for ETFs, mutual funds, and SMAs, powered by Morningstar.

See how a fund's returns stack up against its risk, how it held up in downturns, and how closely it tracks its benchmark.

Learn more ( www.koyfin.com/help/release-notes/v3-92/ ) | Watch demo ( youtu.be/Iokp2CrCY5I?si=QKU29iyvzmpjuJj9 )

Explore Risk Statistics ( app.koyfin.com/snapshot/risk/et-n5kqqt )

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3. Export reports in bulk
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We've added bulk export to Reports. Select multiple reports and download them together as a single ZIP file.

You can also apply the same end date, client name, or other detail to every report in the export, useful for client reviews, internal reporting, or period-end.

Learn more ( www.koyfin.com/help/release-notes/v3-9…s-in-bulk/ )

Go to Reports ( app.koyfin.com/rh )

As always, we welcome any feedback you have.
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