Koyfin Watchlists And Screens

Koyfin watchlists and screens

Purpose and entry point

This skill handles Koyfin's personalized My Koyfin workspace. It assumes the current tab may be authenticated and may expose sensitive user data. Use visible workspace links and IDs; never guess a list, screen or dashboard ID and never copy live records into reusable guidance.

Procedure

1. Inspect the current tab, visible account state and selected workspace. Preserve the same in-app browser tab.
2. Choose the visible entry point:
   • My Watchlists /myw/<watchlist-id> for table/list inspection.
   • My Screens /mys/<screen-id> for criteria and result-table inspection.
   • My Portfolio /myp/pl for read-only Profit/Loss, Exposure and analysis tabs.
   • My Dashboards /myd/<dashboard-id> for panel/table/chart inspection.
   • My Graphs /myg only when the current visual state is stable; this route was partial in the exploration.
3. Use safe controls: search filter, clear/reset, table view, column selection, summary/group/sort/currency dropdowns, read-only tabs, and panel expansion. Verify the selected list/screen/dashboard before interpreting results.
4. For a screen, inspect Hide Criteria or open Modify Criteria to read the universe, filters and Screen Name, then choose Cancel. Do not click Save and Apply.
5. For a watchlist, a representative search filter can narrow the table; confirm the visible row and clear the text field before finishing.
6. For a portfolio or dashboard, read only the fields needed for the task and explicitly avoid Edit Portfolio, Edit dashboard, Delete dashboard, Remove, or any account/workspace mutation.
7. Report the workspace name, selected view, filters, observation time and what was actually visible. Treat all rows and values as private, dynamic task evidence.

Page and field semantics

• Watchlists expose a selected list, table views, groups, columns, summary, sort, currency and ticker search. Manage Watchlists, Duplicate, Share, Download and Create new watchlist are boundary actions.
• Screens expose a query builder with a universe, criteria, Screen Name and a result-table cap. The observed dialog states that only the top 2,000 results sorted by Market Cap are displayed; this is a UI limit, not a complete result-set claim.
• Portfolio views can include holdings, account, purchase date, quantity and average cost. These are sensitive account records; do not repeat them unless the user asked for the immediate answer.
• Dashboards are collections of panels such as tables and charts. Panel controls like Full View, Remove and dashboard edit/delete are not read-only.
• My Graphs may show an error or empty state depending on session/page loading. Verify the current visual before relying on it.

Safety and limits

• Do not click Save, Save and Apply, Create, Edit, Delete, Duplicate, Share, Import, Download, Export, Add Ticker, New Group, Edit Portfolio, Remove, alerts, notes or add-to-watchlist actions unless explicitly requested.
• Do not reveal or persist holdings, watchlist entries, personal notes, alerts, dashboard contents, account names or current values in site docs.
• A filter that returns no row is not proof of an empty workspace; check the active list, search text, universe, loading state and permissions.

Drift maintenance

• Compare the current visible workspace name, controls, permissions and safety boundaries with this procedure.
• If a stable control or route changes, re-run a read-only interaction and update the reference; do not “test” a mutation just to confirm its behavior.
• Keep the authenticated workspace variant separate from public Koyfin research routes.

References

• workspace-controls.md — safe controls, mutation boundaries and workspace-specific verification.