Holdings Matrix Release

Explore the new Holdings Matrix feature of our Model Portfolio analysis tool, designed to offer a simple look at what's in your portfolio. It breaks down each fund to show you exactly which stocks, bonds, and options you own indirectly through those funds, plus how much of each stock you own directly.

Use the Holdings Matrix to manage overlap and concentrations, find unwanted exposures, assess diversification, and more.

Helpdesk article for the Holdings Matrix: https://www.koyfin.com/help/model-por...

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About Koyfin

Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 500,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, model portfolios, charting, macro data and custom dashboards.

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