Analyst Ratings, Price Alerts & Valuation Data

How to Create Your Watchlist

First, you’ll need to set up a Koyfin account, which you can do here (no credit card required). Once you’ve signed up and logged in, we’ll be ready to get started.

Starting Your Watchlist
Click here to begin and press the + button. You can choose to start with a blank watchlist, import a CSV, or use a template. For this guide, we’ll start with a blank one and give it a custom name.

Adding Tickers
You can search for each ticker or simply copy & paste multiple tickers using the ‘Import securities’ option.
To save you time and ensure you’re starting with a robust list, here are some ticker lists from our ‘top stocks’ articles:

• Best Food Stocks: SBUX, QSR, CMG, GRG, WING, SHAK, CAVA, MEX, KRUS
• Best Luxury Stocks: RACE, RMS, LVMHF, KER, BRBY, TPR, MONC, EL

Customizing Columns
Go to the column picker and either search directly or browse through the left-hand menu.
Here are some recommended metrics:

• Industry
• Next Earnings Date
• Revenues Estimate Y/Y Chg (FY1)
• Average Analyst Ratings (1-5)

Columns can be added, deleted, renamed, rearranged, and sorted to fit your needs.

Organizing Your Watchlist
A well-organized watchlist enhances clarity and speeds up your analysis.

• Sort by Market Cap: Prioritize stocks based on their size.
• Group by Industry: This helps in segmenting stocks for better analysis.
• Add a ‘Median’ Summary Row: This can be more informative than averages in some cases. Right-click on any summary number to hide individual summaries if needed.

Integrating Financial News
Click on ‘News’ on the top-right of your watchlist to get news updates, earnings transcripts and press releases specific to the stocks in your watchlist. Choose from various news sources or remove specific sources to customize your feed.

Accessing Historical Graphs
You can get technical, fundamental and valuation charts for your watchlist stocks directly in the Historical Graphs tab.
Click on the “Graphs” tab in the left sidebar to expand it and select “Historical Graph.” Then, click on the watchlist icon on the right sidebar (the second icon) and select your desired watchlist from the dropdown menu. Click on any ticker row from your watchlist to generate a detailed historical graph. Customize your graph by adding various indicators.

Setting Up Price Alerts
Install the Koyfin app from the App Store or Google Play and log in.
Go to the asset page of any stock and tap the Bell icon in the top right corner. Click ‘Add Alert’ to open the alert setup dialog. Choose conditions such as above or below the current price, or set a specific price target. Select the alert frequency (once, daily, etc.).