What's new at Koyfin: edit Custom Holdings in Client Portfolios

Update a holding's core details to keep exposure analysis and reports accurate

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July 16th 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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Edit Custom Holdings in Client Portfolios
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Custom Holdings are securities Koyfin doesn't recognize, such as corporate bonds, private funds, or employee stock options. When a portfolio is imported through an integration, PDF, or CSV, or built manually, Koyfin represents each unrecognized security as a Custom Holding, keeping its cost, value, and weight in the portfolio.

You can edit the name, asset class, instrument type, and currency. These edits carry through portfolio analytics and reports, keeping asset allocation accurate.

Learn more ( www.koyfin.com/help/release-notes/v3-9…ldings-cp/ )

Open Client Portfolios ( app.koyfin.com/cp )

As always, we welcome any feedback you have.
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