Change log
| date | type | importance | description |
|---|---|---|---|
| 2022‑12-29 | Improvement | Major | Make it possible to qualify a condition in a query as must or exclude. Exclude returns missing values. |
| 2022‑12-29 | Improvement | Minor | Changed median (dollar) volume to median(positive values) × percentage of positive dollar volumes. |
| 2022‑12-28 | Data Quality | Minor | Let BigCharts work for Canadian, UK, Australian and Indian exchanges. |
| 2022‑12-28 | Improvement | Trivial | Added "Quality companies" to the Quick choices, and improved some descriptions. |
| 2022‑12-26 | Improvement | Minor | Allow for the use of a '=' instead of a ':' in a full-text expression. |
| 2022‑12-26 | Data Quality | Trivial | Added "Software" industry. |
| 2022‑12-26 | Bug fix | Major | 1y growth values were missing because of change of quarterly metric id syntax and incorrect creation of missing precalculated quarterly metric. |
| 2022‑12-26 | Data Quality | Major | Home country number of shares was sometimes imported as Adj. C. Shares. Also use Adj. C. Shares instead of WASO to calculate Total Common Shares Outstanding. Example: YPF. |
| 2022‑12-25 | Improvement | Major | Use alternative calculation of LT debt & Lease if normal value is derived from previous period. Example: Melexis. |
| 2022‑12-24 | Improvement | Trivial | Exposed "IV (Buffet).per share" for searching. |
| 2022‑12-23 | Bug fix | Critical | Fixed: Search of yearly and quarterly metrics interfered. Changed technical ID of quarterly metrics to 123-Q45 format, but backward compatible. Data needs population: queries with quarterly conditions won't work for 2 a 3weeks. |
| 2022‑12-22 | Data Quality | Major | Improved detection of half-yearly results. Example: Streamwide. |
| 2022‑12-22 | Improvement | Trivial | Provide short label as default in column definition for meta data. |
| 2022‑12-21 | Data Quality | Minor | Automatically cleanse rounded WASO numbers if (unrounded) Adj. C Shares are available. Example: RPC.W. |
| 2022‑12-21 | Data Quality | Minor | Automatically cleanse old suspicious WASO numbers. Example: CRN.AX (also had number of shares corrected at source). |
| 2022‑12-21 | Data Quality | Minor | Improved removal of shares outliers. Example: RUG.ST. Update: fixed bug on this. |
| 2022‑12-20 | Improvement | Trivial | Give (localized) popup message if query has been saved. |
| 2022‑12-20 | Reliability | Minor | Deleted a few invalid saved queries, and prevent future persistence of such queries. |
| 2022‑12-20 | New Metric | Minor | Net Debt/ TBV. Also improved solvency table. |
| 2022‑12-20 | Bug fix | Minor | Allow for & in a free text search. Example: industry:"Oil & Gas Equipment & Services". |
| 2022‑12-19 | Data Quality | Minor | Improved automatic detection of splits. Example: CL.CN. |
| 2022‑12-19 | Improvement | Minor | Added 20y CAGR to TOR, NOR and Total Return. |
| 2022‑12-19 | Improvement | Trivial | Added scrollbar to My Queries list. |
| 2022‑12-19 | Bug fix | Major | Fixed: Save Query removed menu items from My Area. |
| 2022‑12-19 | Improvement | Trivial | Saved queries panel height did not adapt properly when filtering on a tag. |
| 2022‑12-16 | Improvement | Trivial | Made Price.BOY green if low. |
| 2022‑12-15 | Bug fix | Minor | Added technology industry. |
| 2022‑12-15 | Bug fix | Minor | Fixed change language selector. |
| 2022‑12-15 | Data Quality | Minor | Had number of shares corrected at source for FMM-B.ST. |
| 2022‑12-15 | Improvement | Minor | Don't derive quarter from previous inconsistent quarter. Example: Unilever R&D. |
| 2022‑12-14 | Improvement | Trivial | Show Market cap form source under the financial results tab. It is not used for the moment. Example: 3948.HK. |
| 2022‑12-14 | Data Quality | Minor | Use extra source (backup) for current Adj. C. Shares. |
| 2022‑12-14 | Data Quality | Major | Improved validation and processing of import of Adj. C. Shares. Example: 3948.HK. |
| 2022‑12-14 | Data Quality | Minor | Made check of recent Adj. C. Shares (and Market Cap) being realistic more strict. Example: ENW.L. |
| 2022‑12-13 | Bug fix | Minor | Fixed import for Berlin. Made import resilient against missing exchange. Example: PAH3.BE. |
| 2022‑12-13 | Markets | Minor | Provided extra source for Warsaw. |
| 2022‑12-13 | Data Quality | Major | Remove cross source outliers for WASO and Adj. C. Shares. Also made the outlier removal better near oldest values. Example: TKGBY. |
| 2022‑12-13 | Data Quality | Minor | Removed incorrect WASO values for QES.SI, RE4.SI and PAH3.DE. |
| 2022‑12-13 | Improvement | Trivial | Corrected presentation and localisation of label of 15y rCAGR 67%. Put it under 15y rCAGR. |
| 2022‑12-12 | Data Quality | Minor | Had 3U Holding revenue corrected at source. |
| 2022‑12-12 | Data Quality | Minor | Import: Use security currency as quarterly EPS if currency is not provided. Example: 22UA.DE. Skip yearly EPS if quarterly EPS currency is suspicious (not the in security currency). Example: HPC.F. Provided EPS numbers for BNTX. |
| 2022‑12-12 | Data Quality | Minor | Import EPS, even if there are no other financial results available for the security. Example: 22UA.DE. |
| 2022‑12-9 | Bug fix | Critical | Let the "diff ind" sub-metrics work again. Improved caching for recent values. |
| 2022‑12-9 | Bug fix | Minor | Add scroll-bar to benchmark view. |
| 2022‑12-8 | Improvement | Minor | Mark gross profit "unsure" if quarter gross margin differs too much from year gross profit. Also propagate most severe quarter fuzziness when calculating trailing value. Also corrected Redbubble Gross Profit quarter values from source. Example: Kongsberg Gruppen, Redbubble. |
| 2022‑12-8 | Improvement | Minor | Added all available quarter metrics to the uses and used-by sections in the quarter viewer. Example: show quarterly Gross margin as used by Gross profit. Example: Kongsberg Gruppen. |
| 2022‑12-7 | Improvement | Minor | Use historical beta for backtest result. |
| 2022‑12-7 | Improvement | Major | Moved Beta from security to company level. |
| 2022‑12-6 | Bug fix | Major | Derive WASO from Adj. C Shares if missing. This caused missing dividends. Example: GRR.AX. |
| 2022‑12-6 | Improvement | Major | Improved calculation of trailing dividend. Not fuzzy if quarters are missing. Example: MCM.MC. |
| 2022‑12-6 | Data Quality | Critical | Improved detection and processing of half-yearly results in case most items are already split over 2 quarters. Example: Carlo Gavazzi Holding, Miquel y Costas & Miquel and Naturhouse Health. |
| 2022‑12-6 | Data Quality | Minor | Corrected depreciation for Okea, Semperit Holding and Rana Gruber. |
| 2022‑12-6 | Improvement | Trivial | Moved ICR to solvency table in overview tab. |
| 2022‑12-5 | Data Quality | Minor | Corrected financial results for Petroleo Brasileiro SA Petrobras. |
| 2022‑12-5 | Bug fix | Minor | Add scroll-bar to quarters view (which is shown for quarterly balance sheet). |
| 2022‑12-5 | Data Quality | Major | Let skipping of number of shares outliers algorithm during import use several local averages and lower outlier threshold. Example: GRR.AX, PBR. |
| 2022‑12-5 | Data Quality | Major | Import number of shares correctly as WASO and/or Adj. C. shares outstanding. Example: GRR.AX, PBR. |
| 2022‑12-5 | Improvement | Trivial | Improved position of account menu in mobile version. |
| 2022‑12-3 | Improvement | Trivial | Improved footer in mobile version. |
| 2022‑12-3 | Improvement | Minor | Improved text on home page. |
| 2022‑12-1 | Bug fix | Major | Fixed: Dividends (also Dividend Paid) were derived from past. Also include year-quarter consistency check for dividends. Example: Topicus.com. |
| 2022‑12-1 | Improvement | Minor | Made low-high values of metrics consistent. |
| 2022‑12-1 | New metric | Minor | Added "Price/ FCF" and "FCF yield" Remark: Renamed existing "Free Cash Flow yield" to "Free Cash Flow yield on Enterprise Value". |
| 2022‑12-1 | Improvement | Trivial | Changed order in Valuation documentation |
| 2022‑12-1 | Improvement | Minor | Make new inferred marker: calculated. Mark Gross Profit "calculated" if calculated. |
| 2022‑11-30 | Bug fix | Minor | Fixed: Fuzziness marks were sometimes unintentionally overruled. |
| 2022‑11-30 | Data Quality | Major | Use gross profit values from source if calculation gives suspiciously negative value. Mark calculated gross profit values unsure. Skip negative OpEx values if year value is positive. Example: OCI NV, IVU Traffic Technologies. |
| 2022‑11-30 | Data Quality | Minor | Only import company metrics from main exchanges. |
| 2022‑11-30 | Data Quality | Critical | (Further) improved decision taking logic of half-yearly or cumulative quarter results at import. (metric specific if it's a mix) Example: OCI NV, Norwegian Energy Company, Naturhouse Health. |
| 2022‑11-30 | Data Quality | Minor | Exclude quarter estimates when checking if quarters are consistent with year. Example: CF Industries Holdings. |
| 2022‑11-30 | Data Quality | Minor | Don't skip quarter numbers for Betsson. Currency of reporting changed. |
| 2022‑11-30 | Data Quality | Minor | Made quarter inconsistency check more strict. Derive Gross Profit using year margin if quarters seem inconsistent. Example: Miquel y Costas & Miquel. |
| 2022‑11-28 | Improvement | Minor | Don't derive quarter values from year estimates. Example: Alliance Resource Partners / Revenue. |
| 2022‑11-28 | New metric | Minor | EV/ Market cap |
| 2022‑11-28 | Improvement | Trivial | Categorized ICR as solvency ratio. |
| 2022‑11-26 | Improvement | Minor | Make it possible to use logical operators in a field. Example: Business summary: NOT LP AND NOT L.P. AND NOT Partnership. Keep expression in correct field list box item after Refine query. |
| 2022‑11-26 | Improvement | Trivial | Added example in the tutorial to exclude LPs and partnerships. |
| 2022‑11-25 | Improvement | Major | Don't set security level measures, like Net Dividend, to zero if missing. Example: WHG / Net Dividend. |
| 2022‑11-24 | Improvement | Major | Made consistency check between quarters and year value more strict. Improved detection of half-yearly results. Also give priority to calculated Change in WC if quarter value is derived from year value. Also had data corrected at source. Example: Carlo Gavazzi Holding / Change in WC. |
| 2022‑11-24 | Improvement | Trivial | Fixed some CLS issues. |
| 2022‑11-22 | Improvement | Minor | Make it possible to use BigCharts instead of TradingView for the technical charts. |
| 2022‑11-22 | Data Quality | Minor | Corrected number of shares for PHAR.L, GEN.L and GKP.L. |
| 2022‑11-22 | Improvement | Minor | Improved layout of default TradingView chart settings. |
| 2022‑11-21 | Big fix | Major | Fixed import failure caused by USD/EUR = 1. Example: Spotify. |
| 2022‑11-21 | Bug fix | Minor | Fixed: OE' was missing if NCI was missing. Example: Evolution AB. |
| 2022‑11-21 | Big fix | Trivial | Make row hover style work on first row. |
| 2022‑11-21 | Big fix | Minor | Let TradingView widget use either date range or interval, but not both. |
| 2022‑11-21 | Data Quality | Minor | Remove outliers from WASO during import. Example: BAR.BR. |
| 2022‑11-18 | Bug fix | Minor | Corrected incorrect sub-metric of FA Turnover in Quality score. |
| 2022‑11-18 | Improvement | Minor | Made it possible to set the data range of the TradingView charts. |
| 2022‑11-18 | Bug fix | Major | Corrected skipping all data during import if a currency label is missing in the data source. |
| 2022‑11-18 | New Metric | Major | Equity (including Non-controlling interest). Use it for Equity ratio and Cash ROE. |
| 2022‑11-17 | Improvement | Major | Make OE, OE' and CCFAT net of Net income to non-controlling interests. Also changed order of cash flow metrics to better differentiate between firm, equity and owner level. |
| 2022‑11-17 | Improvement | Trivial | Corrected api documentation of universes service. |
| 2022‑11-17 | Improvement | Minor | Exposed "Sloan ratio.1y growth" for searching. |
| 2022‑11-11 | Improvement | Major | More fully clear existing metrics before import. Also fixed caching twice. |
| 2022‑11-10 | Data Quality | Minor | Corrected ADR share factor for YPF. |
| 2022‑11-10 | Improvement | Major | Correctly import fiscal year period for WASO. |
| 2022‑11-10 | Cost | Minor | Fixed caching twice. |
| 2022‑11-10 | Improvement | Minor | Exposed Operating Margin for search. Also changed name in csv output from "OI Margin" to "Operating Margin". |
| 2022‑11-10 | Bug fix | Major | Backtest: Avoid backtest failure in case of max per sector condition. Don't allow the max per sector option with 48 results. Limit the query size to max 100 results if max per sector is used. |
| 2022‑11-9 | Improvement | Minor | Changed rules for quarter derivation of Change in WC from year or previous quarter, because it has instable quarter values. Examples: Pinterest, A2 Milk Company, Brown & Brown. |
| 2022‑11-9 | Data Quality | Minor | Corrected EPS for RUAL.ME. |
| 2022‑11-8 | Bug fix | Critical | Medium search still used GoogleSearch. Changed it to ElasticSearch. |
| 2022‑11-8 | Data Quality | Minor | Updated risk free rates for most currencies. |
| 2022‑11-8 | Data Quality | Minor | Classify industry Credit Services under industry group "Finance and Credit Services". Examples: |
| 2022‑11-8 | Improvement | Trivial | Changed color of selected row/cell. |
| 2022‑11-8 | Improvement | Minor | Improve hinting of financial results as dynamic chart metrics. |
| 2022‑11-7 | Improvement | Trivial | Archived old changelog items. |
| 2022‑11-7 | Improvement | Minor | Improved end of trailing for revenue and EPS (which can contain estimates), so that full years are used for 1y growth. Example: Carlo Gavazzi Holding. |
| 2022‑11-7 | Technical | Minor | Start clearing Google indexes. |
| 2022‑11-7 | Data Quality | Major | Provide extra source for number of shares of Hong Kong. Corrected number of shares and market cap for 3983.HK. |
| 2022‑11-7 | Improvement | Minor | Exposed "Cash ROE.1y growth" for searching. |
| 2022‑11-5 | Improvement | Minor | Improved detection of quarter at import if the reporting period closed very early. Als refactored reporting dates. Example: Costco Wholesale. |
| 2022‑11-4 | Improvement | Minor | Don't make D&A expenses fuzzy if Amortisation is missing. |
| 2022‑11-4 | Bug fix | Critical | Corrected incorrect caching related to year derivation from quarters. |
| 2022‑11-4 | Data Quality | Major | Improved half year detection at import for Net Income Available for Common Shareholders. Example: RUAL.ME. |
| 2022‑11-4 | Improvement | Minor | Renamed "Growth score" by "Quality score". |
| 2022‑11-3 | Improvement | Trivial | Removed dots in Stock info labels. |
| 2022‑11-3 | Improvement | Major | Improved decision to skip metrics based on the first availability of price and financial results. Example: Make availability of number of shares dependent on the availability of a stock price, instead of financial results. Example: AIZ.AX. |
| 2022‑11-3 | Improvement | Minor | Allow selection of quarter amounts in view to be able to export them via the view to csv. |
| 2022‑11-3 | Data Quality | Minor | Corrected WASO and historical price data for AIZ.AX. |
| 2022‑11-2 | Performance | Critical | Take maximum 15 years for sub-metrics. |
| 2022‑11-2 | Improvement | Major | Added full depth of quarters for:
|
| 2022‑11-2 | Improvement | Minor | Refactoring of year list so that year transition is possible without code change. |
| 2022‑10-1 | Improvement | Critical | Alignment: Apply quarter derivation and validation logic to fiscal year values if full fiscal year value is missing. Yet don't calculate quarters when composing fiscal year result. Example: CLIQ Digital / Change in Other WC 2022. Edit: extended this logic to quarter based periods (trailing). |
| 2022‑11-1 | Bug fix | Minor | Corrected data fetching for 2023. |
| 2022‑11-1 | Improvement | Trivial | api: provide json format for indicators service. |
| 2022‑11-1 | Improvement | Trivial | Improved order of sub-metrics: put "m of wavgs" with the average sub-metrics. |
| 2022‑11-1 | Bug fix | Minor | Set undetermined indicators for "b/on avg" sub-metrics. |
| 2022‑10-30 | Data Quality | Minor | Corrected number of shares and market cap of CYM.AX. |
| 2022‑10-30 | Data Quality | Major | Corrected currency of EPS import for stock price data in pence. Examples: IDS.L, JUP.L, SDR.L and BOTB.L. |
| 2022‑10-29 | Bug fix | Minor | Fixed: It was not possible anymore to "Run query and export result" to csv because the radio button was disabled. |
| 2022‑10-28 | Layout | Trivial | Improved truncate of stock name to fit name column. |
| 2022‑10-28 | Data Quality | Minor | Increased resilience against incomplete price data. Example: RUAL.ME. |
| 2022‑10-27 | Data Quality | Minor | Stop checking consistency of quarter values against previous year value for metrics with unstable quarters like Change in WC. Example: CLIQ Digital / Change in Other WC 2022 quarters. |
| 2022‑10-27 | Bug fix | Major | Import did not set currency if currency missing from source. |
| 2022‑10-26 | Bug fix | Minor | Corrected import of meta-data from OTC. Example: AMYZF. |
| 2022‑10-26 | Data Quality | Major | Improved detection of half-yearly results. Example: CLIQ Digital. |
| 2022‑10-25 | Improvement | Minor | New feature: export backtest report to csv. |
| 2022‑10-24 | Bug fix | Major | Backtest details screen often did not open. |
| 2022‑10-24 | Data Quality | Minor | Added industry: Food Products. |
| 2022‑10-24 | Improvement | Minor | New backtest option: max per sector. Also show sectors in backtest result tooltips. |
| 2022‑10-21 | Data Quality | Major | Be less strict in handling missing currency labels at import. |
| 2022‑10-21 | Data Quality | Minor | Changed industry group "Software & Computer Services" into "Technology". |
| 2022‑10-21 | Bug fix | Major | Corrected import of meta-data. |
| 2022‑10-20 | Improvement | Trivial | Improved layout positioning of quarters view. |
| 2022‑10-20 | Bug fix | Major | Corrected error in serialisation of earnings dates. |
| 2022‑10-20 | Data Quality | Critical | Corrected and improved validation of Non-controlling interest and Net income attributable to non-controlling interest. Added data quality checks. Improved logic to deal with GAAP/IFRS differences on liabilities. Don't make liabilities unsure if Non-controlling interests are small. |
| 2022‑10-19 | Data Quality | Minor | Skip Net Dividend outliers. Example: ICAD.PA. |
| 2022‑10-19 | Data Quality | Minor | Renamed: Minority interest to Non-Controlling Interest. |
| 2022‑10-19 | Data Quality | Minor | Import 5 years of quarter results. |
| 2022‑10-18 | Data Quality | Minor | Corrected financial results of Coronado Global Resources. |
| 2022‑10-18 | Data Quality | Major | Provided extra import of financial results currency. |
| 2022‑10-18 | Improvement | Minor | Improved processing of earnings announcement dates. |
| 2022‑10-17 | Improvement | Minor | Value Driver formula: apply 0.8 × WACC as max growth |
| 2022‑10-17 | Improvement | Minor | Intrinsic Value: Improve outlier removal. Decreased weight of Value Driver formula. |
| 2022‑10-17 | Performance | Minor | Make detail screen on revenue lighter. |
| 2022‑10-17 | Bug fix | Minor | Corrected tooltip explanation of EVA. |
| 2022‑10-17 | New Metrics | Minor | NOA and RNOA. |
| 2022‑10-16 | Bug fix | Major | Corrected miscalculation of dividend factor of Total Return, TOR and NOR due to incorrect currency conversion in markets that have stock price in penny. (Like London) |
| 2022‑10-15 | Metric correction | Minor | Corrected Net Non-current Operating Assets, subtracting LT investments. |
| 2022‑10-14 | Bug fix | Critical | Corrected error in trailing growth period determination. Ewample: OPEX.1y growth. |
| 2022‑10-14 | Bug fix | Minor | Allow ^SPX and ^GSPC as symbols for S&P 500. |
| 2022‑10-14 | Bug fix | Minor | Prevent frequent trying import of historical price data, if not available. Example: ^SPX. |
| 2022‑10-13 | Data Quality | Minor | Corrected opening time for US stock exchanges. This gives correct price before opening. |
| 2022‑10-13 | Bug fix | Minor | Corrected error in quick recalculation from stock lists view. |
| 2022‑10-13 | Net metric | Minor | PDG |
| 2022‑10-12 | Improvement | Minor | Use your time zone and make it possible to set time zone in TradingView charts. |
| 2022‑10-11 | Improvement | Trivial | Change background color of in-screen dialogs. |
| 2022‑10-11 | Cost | Minor | Start removing deleting documents from historical GoogleSearch indexes. |
| 2022‑10-11 | Technical | Minor | Added Google Analytics tag. |
| 2022‑10-11 | New Metric | Minor | FCF margin. Also updated the good-bad boundaries for the after-tax margins (5-10%). |
| 2022‑10-10 | Data Quality | Major | Avoid import of share class specific number of shares. |
| 2022‑10-10 | Improvement | Major | Make price targets quarter based so it makes sense to backtest them with quarterly rebalance. Also removed look-ahead bias of Price/ IV metrics at start of fiscal year (year results are not yet known). Also corrected the current IV component in the calculation of the current price target. |
| 2022‑10-10 | Data Quality | Major | Improved setting of primary currency. Improved check on WASO import. Also corrected cleaning WASO numbers before last split. Import full historical depth for WASO. Example: GOOG and GOOGL / WASO. |
| 2022‑10-08 | Improvement | Minor | Exposed for search:
|
| 2022‑10-08 | Bug fix | Major | Fixed error in check if import is possible from price data source, which caused some import problems of historical price data and missing technical indicators for some markets (like Athens Exchange). |
| 2022‑09-28 | Bug fix | Major | Management of stock lists and queries gave errors. |
| 2022‑09-16 | Improvement | Major | Did an undo for SGAI of previous change: "Made index metrics, like SGAI, capable of working with negative values, using same logic as growth sub-metric". Also changed the handling of negative and zero revenue and SGAI. Example: Canadian Banc Corp / SGAI |
| 2022‑09-16 | Improvement | Major | Added calculation explanation to tooltip for undetermined value, same as was for fuzzy values. Added tool tips to benchmark view. |
| 2022‑09-16 | Data Quality | Minor | Made quarter vs year consistency check use previous year value for current year. Example: Georg Fischer SG&A. |
| 2022‑09-15 | Improvement | Major | Made index metrics, like SGAI, capable of working with negative values, using same logic as growth sub-metric. Example: Canadian Banc Corp / SGAI |
| 2022‑09-15 | Data Quality | Minor | Consider negative revenue numbers as meaningful in determination of available years. |
| 2022‑09-15 | Data Quality | Minor | Provided Moscow price data again (changed source). |
| 2022‑09-15 | Bug fix | Minor | Corrected scale of SGAI. |
| 2022‑09-15 | Data Quality | Major | Fixed import of SG&A where often selling And Marketing Expenses were not included. Example: Societe BIC. |
| 2022‑09-14 | Data Quality | Minor | Fixed missing Dollar Volume for Stockholm and Copenhagen by changing source of historical price data for those markets. |
| 2022‑09-13 | Improvement | Minor | Made last quarter of available results financial statement type specific, so that there are no derived values for quarters that are still missing. Example: Van de Velde. |
| 2022‑09-13 | Cost | Minor | Stopped indexing latest quarter in GoogleSearch. |
| 2022‑09-12 | Data Quality | Minor | Corrected missing currency conversion in check at import if quarter numbers are realistic. Example: Betsson. |
| 2022‑09-12 | Data Quality | Minor | Corrected financial results of Betsson (due to currency problem). |
| 2022‑09-12 | Improvement | Trivial | Improved responsiveness of industries and indexes. Also changed some colors. |
| 2022‑09-11 | Improvement | Major | Made graphs in billions for large quantities. Example: Apple, Indofood. |
| 2022‑09-9 | Improvement | Major | Redesigned menu structure. |
| 2022‑09-8 | Improvement | Minor | Added request recalculation icon to stock list overview in My Area. |
| 2022‑09-7 | Improvement | Minor | New api: recalculate. See api documentation |
| 2022‑09-6 | Data Quality | Minor | Provide long term charts for Buenos Aires. |
| 2022‑09-6 | Data Quality | Major | Improved checks for unrealistic dividends in backtest return calculation. |
| 2022‑09-5 | Bug fix | Major | Corrected currency error for Net Dividends that were used in backtest return calculation. Example: BMA. |
| 2022‑09-5 | Performance | Minor | Added option to export to csv to skip recalculation of technical indicators. Use precalculated technical indicators (from search index). |
| 2022‑09-5 | Bug fix | Major | Corrected failing backtest for queries that have free expression filter. |
| 2022‑09-5 | Data Quality | Minor | Restricted check on unrealistic market cap during indexation to OTC. |
| 2022‑09-5 | Improvement | Minor | Exposed "Net Liabilities" for search. |
| 2022‑09-4 | Performance | Major | Added resources to ElasticSearch. |
| 2022‑09-4 | Data Quality | Minor | Skip unrealistical revenue estimates. Example: Wise. |
| 2022‑09-3 | Performance | Major |
Several improvements to make export to csv faster.
|
| 2022‑09-2 | Data Quality | Minor | Corrected historical price data for TXAR.BA. |
| 2022‑09-2 | Bug fix | Major | Corrected working of backtest if the search contains non-backtestable criteria. |
| 2022‑09-1 | Improvement | Minor | Stop deriving change of WC components from year or previous value. Examples: Pinterest, Pure Storage and Perdoceo Education. |
| 2022‑09-1 | Improvement | Minor | Use historical AR/TR ratio to estimate AR if missing. Make the TR estimates fuzzy. Example: Evolution AB. |
| 2022‑08-31 | Performance | Major | Changed ElasticSearch hardware profile to CpU optimized. |
| 2022‑08-31 | Improvement | Critical | Use ElasticSearch instead of GoogleSearch for backtesting. |
| 2022‑08-31 | Data Quality | Major | Correct existing Total Receivables to Accounts Receivables if they are way smaller than the newly imported value. Examples: Evolution AB and Champion Iron. Also had financial results corrected at source for Evolution AB (EVO.ST). |
| 2022‑08-29 | Improvement | Minor | Disable backtest "Reset to retry" button adn show tooltip clarifying from when the reset can be done. |
| 2022‑08-29 | Improvement | Minor | Use last used "Compare to" backtest option as default. |
| 2022‑08-29 | Improvement | Minor | Present backtest options in backtest result. |
| 2022‑08-25 | Improvement | Minor | Move metric footer out of tab panel. |
| 2022‑08-25 | Data Quality | Minor | Set final price for NLAB.ST (take-over). |
| 2022‑08-24 | Improvement | Minor | Added "ROE.diff ind". |
| 2022‑08-24 | Improvement | Trivial | Don't put "diff ind" and "LT %" sub-metric under evolution sub-title. |
| 2022‑08-24 | Bug fix | Minor | Fixed metric hinting in simulation. |
| 2022‑08-23 | New Metric | Major | IV (Value Driver) and Price/ IV (Value Driver). Impact on IV. Use max 0.9 WACC and 4% as growth rate. |
| 2022‑08-22 | New Metric | Minor | Reinvestment rate'. |
| 2022‑08-22 | Metric change | Minor | Let CROIC use Cash-NOPAT instead of FCFF. |
| 2022‑08-22 | Improvement | Trivial | Increased line height in documentation pages. |
| 2022‑08-19 | Data quality | Minor | Set currency of reporting from new source. Example: Sipef. |
| 2022‑08-18 | Bug fix | Minor | Corrected (and added handling of) missing localisation of metric name. Localised metadata names. Prevented static invocations. |
| 2022‑08-18 | Performance | Minor | Removed "Maintenance CapEx (Greenwald)" and "Maintenance CapEx (mix)" from used by lists. Also calculate SD deferred and don't show history in limited metric view mode for "FA Turnover.SD". Use OE' yield instead of OE yield in Overview. Optimized calculation of Net FA. Removed ROCE.rCagr and ROCE.wavg/ya from overview. Removed ROCE from profitability chart. |
| 2022‑08-18 | New sub-metric | Minor | linear prediction |
| 2022‑08-17 | Documentation | Trivial | Restructured cash flow documentation. |
| 2022‑08-17 | New metric | Minor | Adjusted CFO. |
| 2022‑08-16 | Data Quality | Minor | Make SVA delisted. |
| 2022‑08-16 | Data Quality | Minor | Had financial data (currency) corrected for Rusal. Also overrule currency reporting checks for Moscow Exchange. |
| 2022‑08-11 | Improvement | Minor | Improved getting historical price data for indexes by making the symbol reference more flexible. Example: ^GSPC. |
| 2022‑08-11 | Improvement | Minor | Use start of announcement period as announcement date if source provides an earnings interval and this date is after the provided earnings date. |
| 2022‑08-10 | Improvement | Minor | Provide possibility to use own rating. |
| 2022‑08-09 | Improvement | Minor | Improved stretching of columns in stock list table. |
| 2022‑08-08 | Technical | Major | Switch mediums search to ElasticSearch. |
| 2022‑08-07 | Bug fix | Minor | Fixed bug exporting stocks from white board. |
| 2022‑08-04 | Data Quality | Minor | Added several coal industries to "Oil, Gas and Coal" industry group. |
| 2022‑08-04 | Improvement | Minor | Added filename parameter to api. See api documentation. |
| 2022‑08-03 | Stability | Minor | Increased Elasticsearch resources. |
| 2022‑08-03 | Data Quality | Minor | Ensure invalid security level metrics (eps, dps, shares) are deleted with date before last stock split. |
| 2022‑08-02 | Data Quality | Major | Made check to detect half year reporting less strict. Example: OI Kambi Group. |
| 2022‑08-02 | Data Quality | Minor | Corrected OI for Kambi Group. |
| 2022‑08-02 | Improvement | Minor | Made owner parameter optional for exporting personal queries to csv. See api documentation. |
| 2022‑08-02 | Data Quality | Major | Added suspicious currency checks. Examples: KMBIF and 0EAW.L. |
| 2022‑08-02 | Improvement | Minor | Cache stock at end of import. |
| 2022‑08-02 | Data Quality | Minor | Don't use GES stocks (0xxx.L) as home country stock. Example: KAMBI.ST is "home" quote instead of 0EAW.L. |
| 2022‑08-02 | Bug fix | Major | Fixed error reading stock splits. |
| 2022‑08-02 | Bug fix | Minor | Fixed NPE during import of balance. |
| 2022‑08-02 | Bug fix | Minor | Fixed NPE if problem with stock symbol. |
| 2022‑08-02 | Bug fix | Minor | Corrected error reading split data for Warsaw. |
| 2022‑08-02 | Technical | Critical | Migrated Datastore to Firestore. |
| 2022‑08-02 | Improvement | Trivial | Improved layout of metric viewer. |
| 2022‑08-01 | Improvement | Minor | Added subtitle in metric viewer for "uses" metrics. |
| 2022‑08-01 | Bug fix | Major | Set optional values in the context of a calculation to zero posteriori caching. Example: Neurones, Payables. |
| 2022‑08-01 | Bug fix | Critical | Use zero value if argument value of a sum or subtraction is optional and can be calculated and is missing. Example: Neurones, ST Lease argument in calculation of Short-term Debt and Lease. |
| 2022‑08-01 | Data Quality | Minor | Set a validation check on the import of "Cash & ST Inv". Example: Neurones. |
| 2022‑07-30 | Documentation | Minor | Corrected documentation of applying a logical expression to a field, caused by the switch to ElasticSearch. Changed "indexSymbol: GSPC OR STOXX OR FTLC" to "indexSymbol: (GSPC OR STOXX OR FTLC)". |
| 2022‑07-28 | Performance | Minor | Let "IV (Hold 5 years)" and "Owner Payout ratio" use OE' instead of OE. |
| 2022‑07-28 | Technical | Minor | Added calculation performance logging. |
| 2022‑07-28 | Data Quality | Minor | Corrected quarter CFO values for Delfi. |
| 2022‑07-28 | Bug fix | Major | Made historical indexation in ElasticSearch full after import. |
| 2022‑07-27 | Improvement | Trivial | Also cache the metric values of the last historical quarter that is still preparing for backtest. |
| 2022‑07-27 | Cost | Trivial | Don't try to index a security if there are no precalculated quantities. |
| 2022‑07-27 | Data Quality | Minor | Had financial results corrected at source for Q4 2021 of Rana Gruber. |
| 2022‑07-27 | Technical | Critical | Start indexing delisted stocks in historical indexes in ElasticSearch. Also stop removing documents from historical index if price too low. |
| 2022‑07-27 | Bug fix | Minor | Re-enabled search using field expression on industry, industryUpperCase and industryGroup. |
| 2022‑07-27 | Improvement | Trivial | Added FCF to overview table. |
| 2022‑07-27 | Bug fix | Minor | Fixed NPE in calculation of industry group medians if industry is not categorized under an industry group. |
| 2022‑07-27 | Improvement | Critical | Extended derivation from year value in case of inconsistent quarters to calculated financial results, also applying quarter validation and derivation logic to the arguments of the calculation. Example: Rana Gruber / OI Q4 2021, GP Q3 2021. |
| 2022‑07-27 | Cost | Minor | Changed preferred service for stock splits and improved decision mechanism on which service to take. |
| 2022‑07-27 | Bug fix | Trivial | Corrected localisation of "Mortgage Real Estate Investment Trusts" industry. |
| 2022‑07-26 | Improvement | Trivial | Avoid creation of double tasks for selecting all securities for hinting. |
| 2022‑07-26 | Improvement | Trivial | Show metric name for which the value is derived from year in tooltip. |
| 2022‑07-26 | Data Quality | Minor | Remove existing quarter values of SG&A during import. Example: Rana Gruber. |
| 2022‑07-26 | Improvement | Trivial | Removed review link from emails. |
| 2022‑07-26 | Improvement | Trivial | Exposed Revenue.years for search and backtest. |
| 2022‑07-26 | Bug fix | Minor | Provide (again) possibility to filter on security set. Also allow larger security set: filter expression now up to 3200 characters (+- 400 securities). |
| 2022‑07-26 | Bug fix | Minor | Provide (again) possibility to search on security currency. |
| 2022‑07-25 | Performance | Minor | Enable caching of fuzzy financial results. |
| 2022‑07-21 | Performance | Major | Try to fix performance degradation: Again disable deep derivation from year for most income metrics. |
| 2022‑07-21 | Bug fix | Minor | Delete security level metrics when processing new stock split. |
| 2022‑07-20 | Data Quality | Minor | Handled stock split of GOOG and GOOGL. |
| 2022‑07-20 | Cost | Trivial | Don't start task to cache all securities if only delisted securities are missing from cache. |
| 2022‑07-20 | Data Quality | Minor | Fixed WASO numbers for STLA.MI. |
| 2022‑07-19 | Improvement | Minor | Don't request historical recalculation of delisted stocks that are not indexable. |
| 2022‑07-18 | Improvement | Major | Enable derivation from year on all income metrics. Example: Ringmetall revenue. |
| 2022‑07-18 | Improvement | Minor | Show trailing-1 for daily and "yr avg" sub-metrics. |
| 2022‑07-16 | Data Quality | Minor | Slightly increased rate of background recalculation queue. |
| 2022‑07-16 | Bug fix | Major | Fixed NPE in calculation of trailing Traditional Gross Dividend. Fixed error setting dividend currency. |
| 2022‑07-16 | Cost | Major | Stop indexing historical indexes in GoogleSearch. |
| 2022‑07-15 | Technical | Major | Start indexing historical indexes in ElasticSearch. |
| 2022‑07-15 | Robustness | Minor | Handle and avoid time-out when selecting all securities for hinting: Added retry logic and decreased fetch size. Made robust against parallel task executions. |
| 2022‑07-14 | Improvement | Trivial | Small layout correction to year metric viewer header. |
| 2022‑07-14 | Data Quality | Minor | Corrected number of shares for GMS.L. |
| 2022‑07-14 | Bug fix | Minor | Corrected implementation of EV'. |
| 2022‑07-14 | New metric | Minor | Extended Debt |
| 2022‑07-12 | Data Quality | Minor | Corrected quarterly CFO for Hour Glass. Also made consistency check between quarters and year value more strict. |
| 2022‑07-12 | Improvement | Trivial | Set "Evolution" sub-title in quarters view. |
| 2022‑07-12 | Improvement | Minor | Use year values for "yr avg" of DSO, DPO and DIO if quarter values are not available. |
| 2022‑07-12 | Improvement | Major | Apply 'quarters from year' derivation on full history. |
| 2022‑07-12 | New sub-metric | Minor | trailing |
| 2022‑07-11 | Improvement | Minor | Added ".qtr: daily" sub-metric and added it to several metrics, like Revenue. It is based on the TTM income. Added "qtr: days" and "yr avg" to DSO, DPO and DIO. Implemented "yr avg" for period based metrics as average of quarter values. Use "DSO.yr avg" for DSRI. |
| 2022‑07-10 | Bug fix | Minor | Fixed NPE calculating index mediums. |
| 2022‑07-08 | Bug fix | Major | Fixed bug removing stocks from Google index. |
| 2022‑07-08 | Bug fix | Trivial | Remove link to Morningstar. |
| 2022‑07-08 | Data Quality | Minor | Corrected financial results of Disco Corp by reimport. |
| 2022‑07-08 | Bug fix | Trivial | Corrected medians calculation for ^CS90. |
| 2022‑07-08 | Bug fix | Minor | Fixed NPE on importing yearly EPS. |
| 2022‑07-07 | Data Quality | Minor | Had financial results (currency) corrected at source for Bm Technologies. |
| 2022‑07-07 | Data Quality | Critical | Currency determination changes. Skip import of Net Dividends where the currency of the data item is not the currency of the financial results. TTM gross dividend is interpreted in currency of financial results. Skip import of EPS where the currency of the data item is not the stock price currency. Don't rely anymore on dividend import to determine currency of financial results. |
| 2022‑07-06 | Data Quality | Minor | Had financial results (currency) corrected at source for Betsson. |
| 2022‑07-06 | Improvement | Trivial | Stop repeating metric in left column of metrics viewer. |
| 2022‑07-06 | Improvement | Trivial | Show last financial results date in metric year overview. |
| 2022‑07-05 | Bug fix | Major | Correct error when importing 6 month EPS values if there is a mix between per share and total amounts. Also give preference to per share values for EPS |
| 2022‑07-05 | Data Quality | Major | Changed source for EPS. More history. |
| 2022‑07-05 | Improvement | Minor | Renamed:
|
| 2022‑07-05 | Bug fix | Trivial | Show message if backtest rebalance options are not permitted for subscription pack. |
| 2022‑07-04 | Data Quality | Major | Changed source for Total Dividends per share, allowing aggregation at quarter level. More history. Changed Total Dividends to net value. Also show the trailing value on the small graphs. |
| 2022‑07-04 | Data Quality | Minor | Slightly increased import rate. |
| 2022‑07-03 | New sub-metric | Minor | 10y pos%. Exposed "FCF.10y pos%" for search. Also remove the inflation adjustment for the xy pos% sub-metrics. |
| 2022‑07-03 | Data Quality | Minor | Added new predefined screen: Piotroski-Graham. |
| 2022‑07-01 | Data Quality | Minor | Had financial results corrected at source for Betterware de Mexico. |
| 2022‑07-01 | New metric | Minor | EV', which uses the classic formula of Enterprise Value. |
| 2022‑07-01 | Bug fix | Minor | Fixed: Index medians were not calculated anymore. |
| 2022‑06-30 | Data Quality | Minor | Backtest: take open price is it differs more than 50% from previous close. Example: THEP.PA. |
| 2022‑06-30 | Data Quality | Minor | Actualised Risk free rate for most currencies and use 10 Year Treasury Rate as minimum for the others. |
| 2022‑06-30 | Data Quality | Minor | Corrected Total Receivables values for Alibaba. |
| 2022‑06-29 | Bug fix | Major | Import failed for some stocks because of a NPE. |
| 2022‑06-29 | Improvement | Minor | Be more tolerant to use fuzzy alternative calculations for missing values. Example: Account Receivables for Alzchem Group. Allow Total Receivables which are based on past results as alternative of missing Account Receivables. |
| 2022‑06-29 | Improvement | Minor | Stop extrapolating:
|
| 2022‑06-29 | Improvement | Trivial | Added
|
| 2022‑06-28 | Cost | Minor | Start clean-up of GoogleSearch index (in sets). |
| 2022‑06-28 | Data Quality | Minor | Make automatic split detection of close to 1:1 stock splits less vulnerable for normal price fluctuations. Example: ITP.PA. |
| 2022‑06-27 | Documentation | Minor | Corrected overview table in cash flow page |
| 2022‑06-27 | Data Quality | Minor | Corrected historical price data of IPT.PA. |
| 2022‑06-27 | Data Quality | Minor | Increased time-out for reading source. |
| 2022‑06-27 | Data Quality | Trivial | Slightly increased rate of background recalculation. |
| 2022‑06-25 | Bug fix | Major | Reuse ElasticSearch client. |
| 2022‑06-24 | Data Quality | Minor | Skip numeric symbols on BSE in list of movers, index components and notifications of corporate actions. Also correct mapping between sources for Warsaw symbols. |
| 2022‑06-24 | Technical | Critical | Provide more resources for ElasticSearch and upgraded. |
| 2022‑06-23 | Improvement | Major | Made email address case insensible. |
| 2022‑06-22 | Bug fix | Major | Made export to csv robust against columns that are no numeric metrics. |
| 2022‑06-22 | Cost | Major | Stop indexing current index on GoogleSearch |
| 2022‑06-22 | Bug fix | Critical | Fixed getting full documents from search in case of export to csv for a saved query. |
| 2022‑06-22 | Performance | Major | Improved performance of selection of document from index. |
| 2022‑06-21 | Bug fix | Major | Auto-correct invalid column metrics in stock list view. |
| 2022‑06-21 | Bug fix | Minor | Make use of "First quarter of fiscal year" from search if company data is not loaded. Also refactored code. |
| 2022‑06-21 | Bug fix | Trivial | Show correct country tooltip of flag in stock list. |
| 2022‑06-21 | Data Quality | Minor | Don't take 0 values as inventory from Sharadar, as it is probably missing. |
| 2022‑06-20 | Improvement | Minor | Exposed to search:
|
| 2022‑06-20 | Data Quality | Minor | Improved detection of double counting for calculation of Change in WC. Example: Corby Spirit and Wine. |
| 2022‑06-19 | Data Quality | Minor | Skip "0xxx" formatted symbols on London Stock Exchange in list of movers, index components and notifications of corporate actions, because of ambiguity of exchange. |
| 2022‑06-19 | Scalability | Major | Split background recalculation in separate tasks. |
| 2022‑06-18 | Improvement | Major | Improved background recalculation by taking more movers and restricting on enough dollar volume. |
| 2022‑06-18 | Data Quality | Minor | Remove existing quantities during import if currency is unsure. Corrected currency of results of AST.WA. |
| 2022‑06-18 | Technical | Minor | Switched source of background calculation to ElasticSearch. |
| 2022‑06-17 | Improvement | Minor | Renamed the days sub-metric to "days b/on yr avg". Create a new "days" sub-metric which is base on the end of year value, and added it to DSO, DPO, DIO and CCC. Use now "DSO.days" in the numerator and "DSO.days b/on yr avg" of DSRI. |
| 2022‑06-17 | Data Quality | Minor | Cleared incorrect liabilities of Banca Transilvania. |
| 2022‑06-16 | Improvement | Minor | Exposed to search:
|
| 2022‑06-16 | Data Quality | Minor | Apply standard quarter derivation logic to Gross profit. Also, made the consistency check comparing total of quarter values with year value more strict. Also corrected financial results of Portmeirion Group by reimport. |
| 2022‑06-16 | Bug fix | Critical | Corrected incorrect indexation of metrics became invalid because change in metrics ordinals. Started reindexing data of last 2 days. |
| 2022‑06-16 | Bug fix | Minor | Had price api for Bucharest fixed. |
| 2022‑06-16 | Improvement | Minor | Improved stretching of column widths. |
| 2022‑06-15 | Improvement | Trivial | Made number columns a bit wider. |
| 2022‑06-15 | Bug fix | Minor | Corrected period setting for last "Adj. C Shares" if no current Market Cap available form source. |
| 2022‑06-15 | Performance | Minor | Optimized getting quantities from indexed security. |
| 2022‑06-15 | Improvement | Minor | Recalculate Market cap and Adj. C Shares if missing. |
| 2022‑06-14 | Improvement | Minor | Added Earning Assets, and use that instead of the Interest Earning Assets (for which I don't have data anymore) as component of the Interest Margin. Let Interest Margin use "Earning Assets.yr avg". |
| 2022‑06-14 | Improvement | Trivial | Use top and bottom instead of best and worst as name for price related metrics. |
| 2022‑06-14 | Scalability | Major | Avoid time-out in selecting securities for building suggest box, by splitting task in separate tasks. Optimized queue options. Also limited the length of the security name. Also, explicitly set markedForDelete to true or false. Also adjusted fetch size. |
| 2022‑06-13 | Data Quality | Minor | Changed price source for Warsaw Stock Exchange. |
| 2022‑06-13 | Bug fix | Trivial | Corrected definition of NIBCLS as moment-based. |
| 2022‑06-13 | Improvement | Major | Made it possible to export financial results to csv. The api can be used to export a set of metric groups to csv. Also, the export from the UI uses now "current", "mediums" and 'fullresults' parameters if a view or condition metrics are used. Also, the current value of moment-based metrics is presented under recent, instead of trailing. Also, fixed failing output if view contained no-metric elements, like portfolio weight. |
| 2022‑06-12 | Cost | Minor | Simplified/refactored background recalculation |
| 2022‑06-11 | Documentation | Minor | Added overview table on cash flow page |
| 2022‑06-09 | Data Quality | Minor | Had CFO corrected for Kenon Holdings. |
| 2022‑06-09 | Bug fix | Minor | Fixed incorrect handling of double columns, which caused problems saving some columns and could cause a table header presentation problem. |
| 2022‑06-09 | Data Quality | Trivial | Fixed import of income statement for Clinica Baviera. |
| 2022‑06-09 | Improvement | Minor | Make it possible to define a column in stock price or market currency. |
| 2022‑06-08 | Bug fix | Critical | Fixed using wrong search service at several places, like backtest for some specific backtest options. Also went back to background recalculation based on Google index, and index data on both ElasticSearch and Google. |
| 2022‑06-08 | Bug fix | Major | Fixed several search errors, like symbol inclusion/exclusion, sort on undetermined values and full-text search. |
| 2022‑06-07 | Improvement | Trivial | Layout improvements to api documentation. |
| 2022‑06-07 | Data Quality | Minor | Corrected "Graham checklist" query. |
| 2022‑06-07 | Improvement | Trivial | Stopped giving tip on which browser to use. |
| 2022‑06-06 | Data Quality | Minor | Had revenue of Frontier Communications Parent corrected at source. |
| 2022‑06-06 | Cost | Minor | Stop indexing current Google search index. Also remove from cache after indexation in ElasticSearch. |
| 2022‑06-06 | Bug fix | Major | Corrected import of meta-data like name, summary, industry group and website. Also try only to import ETFs on BATS. |
| 2022‑06-06 | Bug fix | Minor | Correct import bug on NCI. |
| 2022‑06-05 | Bug fix | Minor | Let query using resultsAsOf work again. |
| 2022‑06-04 | Technical | Minor | Decreased fetch size of selecting all securities. |
| 2022‑06-03 | Performance | Critical | Use ElasticSearch instead of GoogleSearch as (current) search service. This makes queries faster. Existing queries could be impacted. Full text syntax could be impacted. Using ElasticSearch for backtest is for later. |
| 2022‑06-02 | Improvement | Trivial | Show that CFO is used by FCF. |
| 2022‑06-02 | Improvement | Trivial | Color change to stock header background. |
| 2022‑06-02 | Data Quality | Minor | Apply extra reliability check on import of Net PP&E. Example: CIE Automotive and Corporacion Financiera Alba. |
| 2022‑06-02 | Bug fix | Trivial | Fixed the link to open stock details in new browser window. Also changed size of panel. |
| 2022‑06-01 | Data Quality | Major | Improved import rules of Cash and ST inv from Sharadar, and its components. Example: Peloton Interactive. |
| 2022‑06-01 | Improvement | Minor | Remove Soft Assets value if outside [0, Total Assets]. Examples: Regeneron Pharmaceuticals, CIE Automotive and Peloton Interactive. |
| 2022‑05-31 | Improvement | Trivial | Exposed "FCFF yield.5y avg" for search. |
| 2022‑05-31 | Improvement | Trivial | Improved scroll panels heights. |
| 2022‑05-31 | Bug fix | Major | Import from estimates source always retried import in case of suspicious currency. Also keep growth estimates if currency is suspicious. Also correct currency checking in case no estimates were found. Example: Companhia de Saneamento Básico do Estado de São Paulo. |
| 2022‑05-31 | Data Quality | Minor | Improved verification of split adjustments. Examples: ELN.MI, MRO.L and PVL.PA. |
| 2022‑05-31 | Improvement | Trivial | Increase column width for dates in the stock list. |
| 2022‑05-31 | Bug fix | Trivial | Allow sorting in stock list on earnings date. |
| 2022‑05-29 | Data Quality | Minor | Added extra data for NEO Exchange and Vilnius Stock Exchange. |
| 2022‑05-29 | Performance | Major | Load and process historical price data in parallel. Changed default source for splits and recent price history. |
| 2022‑05-27 | Bug fix | Trivial | Corrected link on Spanish home page. |
| 2022‑05-26 | Improvement | Trivial | Small corrections to Dutch localisation. Renamed "yield score" to "Yield score". |
| 2022‑05-26 | Performance | Trivial | Treat "Predictive OE Yield" as very expensive. |
| 2022‑05-26 | Data Quality | Trivial | Added "Auto & Truck Dealerships" to industry tree. |
| 2022‑05-26 | Improvement | Minor | Improvements to panel heights and scrolling. |
| 2022‑05-26 | Data Quality | Minor | Made detection of errors in historical price data due to stock splits more strict. |
| 2022‑05-25 | Data Quality | Minor | Skip WASO values that deviate too much. Example: ALVDM.PA. |
| 2022‑05-24 | Bug fix | Trivial | Link to open a stock in a new browser tab did not always work. |
| 2022‑05-24 | Experience | Minor | Reduce CLS on stock list and metrics details. |
| 2022‑05-24 | Improvement | Trivial | Add recent number of shares to small graphs. |
| 2022‑05-24 | Experience | Trivial | Increased caching period of css files. Improved CLS by setting image sizes. |
| 2022‑05-23 | Improvement | Trivial | Resized backtest result chart. Adapted colors. |
| 2022‑05-23 | Data Quality | Critical | Improved detection of errors in historical price data due to stock splits. |
| 2022‑05-23 | Data quality | Minor | Corrected historical price data of FII.PA. |
| 2022‑05-22 | Data quality | Trivial | Removed "Fixed Line Telecommunications" industry group. |
| 2022‑05-22 | Technical | Minor | Prevent too many requests to api and prevent resource usage if user is over quota. |
| 2022‑05-19 | Improvement | Minor | Allow derived values if depreciation or D&A falls back on its twin metric. Example: Pampa Energia. |
| 2022‑05-19 | Data Quality | Minor | Corrected Net PP&E for Van de Velde. |
| 2022‑05-19 | Data Quality | Minor | Corrected Change in WC for Greenhill & Co. |
| 2022‑05-18 | Improvement | Critical | Give preference to using previous quarter value over derivation from previous year value. Let depreciation and D&A use default quarter derivation logic, except as last fallback deriving from their mutual ratio. Make check to compare available quarters with year value more strict. Refactoring. |
| 2022‑05-18 | Technical | Minor | Upgraded quote service. |
| 2022‑05-17 | Data Quality | Minor | Give preference to depreciation from cash flow statement over reconciled depreciation from income statement. Reason is that the depreciation from cash flow is restated and the reconciled depreciation is as reported, and preference is given to restated numbers. Remark that quarter numbers are always as reported, so inconsistencies between year and quarter numbers are accepted. Example: Compagnie d'entreprises CFE depreciation 2020. |
| 2022‑05-16 | Improvement | Minor | Added several French CAC indices. |
| 2022‑05-16 | Improvement | Minor | Home page CLS improvement. Faster css loading. |
| 2022‑05-13 | Bug fix | Major | Corrected bug in setting source for year if quarter values exist. Example: Change in WC 2020 for Alibaba. |
| 2022‑05-13 | Data Quality | Critical | Improved detection of unrealistic quarter values in case not all quarters are available. Refactoring of quarter derivation code. Example: Change in WC quarters for Alibaba. |
| 2022‑05-11 | Bug fix | Major | Fixed problem in estimation of quarters at import of 12-month cash flows. Ensure the sum of estimated quarters equals the 12-month cash flows. Also skip interim 12-month cash flows if they differ too much from the fiscal year values. Example: D&A for Compagnie d'entreprises CFE. |
| 2022‑05-10 | Data Quality | Minor | PAM: Corrected currency problem. |
| 2022‑05-10 | Improvement | Major | Changed reliability setting of data sources. |
| 2022‑05-10 | Improvement | Critical | Stop using previous quarter result as fallback for income and cash flow quarters. Also corrected quarter derivation of depreciation and D&A from year value. Examples: depreciation for Naturhouse Health, Pampa Energia, Aroundtown Property Holdings, Korn Ferry, Compagnie d'entreprises CFE and Exponent. |
| 2022‑05-10 | Improvement | Major | Stop using estimates for quarter growth metrics. Use last reported (fuzzy) of metric for quarters after last reported quarter. |
| 2022‑05-09 | Bug fix | Trivial | Fixed that lines were not shown anymore in financial statements. |
| 2022‑05-08 | Bug fix | Major | Fixed problem getting historical price data and switched back service. |
| 2022‑05-05 | Improvement | Trivial | Made gridlines of graphs softer (especially in dark mode). Also, did some margin increases. |
| 2022‑05-05 | Data Quality | Minor | Don't remove existing historical WASO and EPS before import. |
| 2022‑05-05 | Bug fix | Major | Fixed NPE at import. |
| 2022‑05-05 | New metric | Minor | Consolidated income. |
| 2022‑05-04 | New metric | Minor | Net income to non-controlling interests. |
| 2022‑05-03 | New metric | Minor | Income from discontinuing operations. |
| 2022‑05-03 | Data Quality | Trivial | Corrected WASO for 5284.KL. |
| 2022‑05-02 | Bug fix | Minor | Corrected file encodings of resource files. |
| 2022‑05-02 | Improvement | Minor | Hide the following inconsistent metrics from the metric tree:
|
| 2022‑05-02 | Data Quality | Major | Stop taking WACO from historical future if missing. Example: SRMX. |
| 2022‑05-01 | Improvement | Minor | Added Mutual Funds to lookup suggestions. |
| 2022‑04-30 | Data Quality | Minor | Added extra meta data for Shanghai and Shenzhen. |
| 2022‑04-29 | Technical | Critical | Fixed system going down due to query to build security list for hinting, by using smaller database fetch size. Also increased prevention of creation of too many tasks to load this list. |
| 2022‑04-29 | Technical | Critical | Temporarily switched to another historical price data service. |
| 2022‑04-29 | Data Quality | Trivial | Switch source for historical price data for Toronto Venture. |
| 2022‑04-28 | Data Quality | Critical | Improved interpretation of highly volatile price history. Skip automatic detection of splits if price is too volatile. |
| 2022‑04-28 | Data Quality | Critical | Stop taking last number of shares as a default if historical number of shares is missing. Calculate last number of shares for trailing if WASO numbers are missing. Take previous year WASO for Adj. C Shares and previous quarter WASO are missing. This will remove a lot of junk from historical indexes. |
| 2022‑04-28 | Data Quality | Major | Data cleansing: Removed stocks form historical indexes that have no realistic market value. Make backtest work on big numbers. |
| 2022‑04-28 | Data Quality | Minor | Improved matching of multiple listing. Example: ABEC.SG |
| 2022‑04-27 | Data Quality | Minor | Improved check at import on suspicious number of shares. Corrected number of shares for MIN. |
| 2022‑04-26 | Data Quality | Major | Removed deprecated fetch of number of shares. |
| 2022‑04-26 | Improvement | Trivial | Backtest: give increased relevance to shorter symbols. |
| 2022‑04-26 | Data Quality | Trivial | Corrected WASO for SAUHY. Classified SAUHF as preferred shares. |
| 2022‑04-26 | Data Quality | Minor | Clean up quarterly WASO values. |
| 2022‑04-25 | Data Quality | Major | Improved interpretation of currency of results. Also cleaned up invalid ones. |
| 2022‑04-25 | Data Quality | Minor | Improved detection of double counting for calculation of Change in WC. Example: BMTC Group. |
| 2022‑04-25 | Improvement | Minor | Let CFO again start from IAT, instead of Net income. This is seldom calculated. |
| 2022‑04-22 | Data Quality | Trivial | Had WASO fixed at source for TVC. |
| 2022‑04-22 | Bug fix | Minor | Added support for TRL currency. |
| 2022‑04-22 | Improvement | Minor | Exposed to search:
|
| 2022‑04-21 | Bug fix | Trivial | Corrected setting Price.boy if not existing. |
| 2022‑04-21 | New metrics | Minor | Added Net income.per share |
| 2022‑04-21 | Data Quality | Minor | Skip EPS if number of shares is too small (pre-IPO). Example: HMTV. |
| 2022‑04-21 | New metrics | Minor |
|
| 2022‑04-20 | Technical | Trivial | Upgraded Facebook api. |
| 2022‑04-20 | Bug fix | Minor | Corrected alignment of shares CAGRs with year headers. |
| 2022‑04-19 | Bug fix | Minor | Corrected growth rate calculation error if industry of stock is unknown. Example: Taiwansmfac. |
| 2022‑04-19 | Improvement | Major | Stop making sum of quarters for year value if its period equals the trailing period. Disadvantage: this can cause an inconsistency between the quarter based trailing value and the same period year value; which we accept. Advantage: Increased transparency of quarter value issues. Increased consistency of year values over time. Example: Umicore. |
| 2022‑04-19 | Data Quality | Major | Import of Cash flows: Improved/corrected interpretation of period if one quarter is missing. Example: Brilliant Earth Group. |
| 2022‑04-19 | Improvement | Minor | Let CFO start from Net income, instead of IAT. This is seldom calculated. |
| 2022‑04-14 | Data Quality | Major | Prefer a normal value over a value derived from year, even if from a less quality source. Example: Miquel y Costas & Miquel/ CFO. |
| 2022‑04-14 | Data Quality | Major | Derive quarter value from year for Change in WC. Derive quarter value of last fiscal year from year before if last fiscal year value is missing. Accept quarter values derived from half year results in derivation. Example: Miquel y Costas & Miquel/ Change in WC. |
| 2022‑04-13 | Data Quality | Major | Deal with possibly cumulative number at import of income statement. Example: Mg International. |
| 2022‑04-13 | Improvement | Trivial | Show all components in explanation of a median if the set contains different metrics. Example: Growth Rate. |
| 2022‑04-12 | Data Quality | Trivial | Had Net Income of PetroChina corrected at source. |
| 2022‑04-12 | Bug fix | Major | Corrected alignment of financial year results with year headers. |
| 2022‑04-12 | Data Quality | Major | Improve interpretation of last cash flow quarter being cumulative. Example: A2 Milk Company. |
| 2022‑04-12 | Data Quality | Minor | At import, interpret 'ChangeToOperatingActivities' as 'Other Working Capital'. Example: A2 Milk Company. |
| 2022‑04-11 | Data Quality | Minor | Improved matching of stocks for "INH. EO" securities. Example: VINCI S.A. INH. EO 2,50 is Vinci. |
| 2022‑04-11 | Improvement | Trivial | Extended the metrics provided by the indicators service to derived money value metrics. Also corrected the link to it in the api documentation. |
| 2022‑04-02 | Data Quality | Trivial | Exposed "Gross Profit.10y CAGR" for search. |
| 2022‑03-31 | Bug fix | Major | Derivation of last year's quarter value from year value did not use last year value if current fiscal quarter is Q1. Don't derive from trailing year value that is composed of quarters. Example: Brilliant Earth Group / Change in WC / quarters of 2021. (Also specific correction) |
| 2022‑03-31 | Bug fix | Major | Solved: Market cap was taken from cache instead of always being recalculated. |
| 2022‑03-31 | Bug fix | Minor | Current number of shares was sometimes wrong. Example: MAGT.TO. |
| 2022‑03-31 | New metrics | Minor | ESG scores |
| 2022‑03-30 | Data Quality | Trivial | Stock ticker change of Idaho Strategic Resources to IDR. |
| 2022‑03-30 | Improvement | Trivial | Made some layout (colors) improvements to dark mode. |
| 2022‑03-29 | New sub-metric | Minor | "diff 10y avg" on indicators, like (and exposed on) Price/ EPS, EV/ EBITDA, EV/ EBIT, Price to Book, Price to NCAV and Price/ Graham number. |
| 2022‑03-29 | Improvement | Minor | Added all existing multi-year average sub-metrics to most indicators. |
| 2022‑03-29 | Improvement | Minor | Exposed "ROIC.5y ROInc" and "ROIC.10y ROInc" for search and backtest. |
| 2022‑03-28 | Bug fix | Major | Corrected: recent value for "5y diff" and "10y diff" had no value for period-based metrics. |
| 2022‑03-28 | Improvement | Minor | Changed "diff 3y avg" on indicators back to "diff 5y avg". Example "P/E ratio.diff 5y avg". |
| 2022‑03-28 | Improvement | Major | Stopped skipping zero volume numbers when calculating median volume. Example: JNBYF. |
| 2022‑03-28 | Bug fix | Minor | Fixed NPE in import of balance if some elements were missing. |
| 2022‑03-28 | Improvement | Minor | Stopped providing Enterprise Value for Preferred stocks. Example: SNGSP.ME. |
| 2022‑03-27 | Data Quality | Minor | Improved identification of preferred shares on MOEX. Example: SNGSP.ME. |
| 2022‑03-26 | Bug fix | Minor | Incoming links from posted links to industry groups did not work for some. |
| 2022‑03-25 | Improvement | Minor | Made new column type: "Home country". The existing "Country" changes content to the stock country. This is not backward compatible. |
| 2022‑03-24 | Bug fix | Minor | Made WASO growth metrics again work on correct period. Example: VEDL.NS. |
| 2022‑03-24 | Improvement | Major | Improved alignment (presentation) of year results with fiscal year headers. Example: Vedanta 1y growth of income Q1 and Q2. |
| 2022‑03-24 | Improvement | Trivial | Corrected style of hovering top menu. |
| 2022‑03-23 | Bug fix | Critical | Corrected caching for companies for which the fiscal year does not start at Q1. |
| 2022‑03-23 | Bug fix | Critical | At start of fiscal year observation, CAGR components did not end at previous year (except if it was calendar Q1). Example: Vedanta. |
| 2022‑03-23 | Bug fix | Major | Corrected import of number of shares in case of 2nd filing. Prefer last Adj. C Shares over WASO to check if derived number of shares from Market cap is realistic. Example: SGHC. |
| 2022‑03-22 | Data Quality | Minor | Corrected quarter financial results of Redbubble. |
| 2022‑03-22 | Improvement | Minor |
|
| 2022‑03-21 | Data Quality | Minor | Corrected currency error in financial results for Li Auto. Also improved prevention of this error. |
| 2022‑03-21 | Improvement | Minor | Exposed Shareholders' equity.10y CAGR for search and backtest. |
| 2022‑03-21 | New indicator | Minor | MFI |
| 2022‑03-20 | Bug fix | Major | Multi-year average and multi-year total for quarter used the quarter instead of the multi-year average. Example: OE margin.6y avg. |
| 2022‑03-19 | Bug fix | Minor | WASO growth sub-metrics were not based on previous years. |
| 2022‑03-17 | Improvement | Minor | Added technical charts for stocks of Moscow Exchange. |
| 2022‑03-17 | Improvement | Trivial | Provide a little history for Profit per employee. |
| 2022‑03-17 | Bug fix | Minor | Fixed currency error of money fractions. Example: Profit per Employee. |
| 2022‑03-17 | Bug fix | Minor | Fixed: Recent value of non financials did sometimes not take last. Example: AST.W / Held by insiders. |
| 2022‑03-17 | Bug fix | Minor | Let latest Market cap use Adj. C Shares instead of WASO. Also present that Market cap uses Adj. C Shares and corrected the formula description. |
| 2022‑03-17 | Data Quality | Minor | Corrected financial results of Sinopec Kantons. |
| 2022‑03-17 | Improvement | Minor | Exposed "Adj. C Shares.1y growth" for search. |
| 2022‑03-17 | Data Quality | Minor | Added extra data for Warsaw Stock Exchange. |
| 2022‑03-08 | Bug fix | Major | Fixed: WASO measures often caused missing Q1 price data and missing 1y growth of derived indicators. Example: INVA. |
| 2022‑03-08 | Improvement | Trivial | Show trailing-1 and rolling-1 for ratios. |
| 2022‑03-07 | Data Quality | Minor | Corrected historical price data for Sartorius Stedim Biotech. |
| 2022‑03-07 | New Indicator | Minor | Created Macroeconomic metric group. Created CPI. |
| 2022‑03-03 | Technical | Minor | Refactoring of search. |
| 2022‑03-02 | Bug fix | Major | Using last available year (instead of 'last possible') as end year in backtest options made backtest fail. |
| 2022‑03-02 | Improvement | Major | Try to convert IFRS Non-current liabilities to GAAP (including Non-Controlling Interest) if IFRS reporting is detected. |
| 2022‑03-01 | Improvement | Minor | Make use of new inflation service. |
| 2022‑03-01 | Data Quality | Trivial | Remove suspicious Change in WC for Redbubble. |
| 2022‑02-28 | Data Quality | Minor | Improved detection of double counting for calculation of Change in WC. Example: Real Matters Inc. |
| 2022‑02-25 | Data Quality | Trivial | Classified PUBBS.PA as subscription receipt. |
| 2022‑02-25 | Bug fix | Minor | liquidity ratio: make denominator yearly. Make it a percentage. Let it use previous fiscal year income. |
| 2022‑02-24 | Improvement | Trivial | Last quarter of market value metrics was missing in quarters tab. |
| 2022‑02-24 | Data Quality | Trivial | Had price history corrected for SII.PA. |
| 2022‑02-23 | Data Quality | Trivial | Added R&D quarter values for HEICO Corp. |
| 2022‑02-23 | Improvement | Trivial | Corrected formula description of Cost of Debt making it after tax. |
| 2022‑02-23 | Improvement | Major | Made risk free rate currency dependent. Made Cost of Debt use risk free rate. Impact: Cost of Equity (CAPM), Cost of Debt, Sortini and Sharpe ratio. |
| 2022‑02-23 | Data Quality | Minor | Skip negative R&D. Example: 888 Holdings. |
| 2022‑02-22 | Improvement | Minor | TOR.max CAGR: use smaller period if historical shareholder's equity is missing. |
| 2022‑02-22 | Data Quality | Major | Remove suspicious R&D numbers: zeros if R&D is reported unconventionally and quarter values with same value as year value. Example: Deckers Outdoor, HEICO, Quaker Chemical Corp and Trex Company. |
| 2022‑02-22 | Improvement | Major | Use (historical) country specific Equity Risk Premiums in calculation of Cost Of Equity. |
| 2022‑02-22 | Improvement | Critical | Made distinction between "Weighted Average Shares Outstanding (WASO)" and "Adj. C Shares". Import both. Made WASO or "Adj. C Shares" applicable to the reporting period of the metric that needs conversion: use both quarter values and year values. Present WASO and Adj. C Shares quarters. |
| 2022‑02-21 | Bug fix | Minor | NOR and TOR were not presented in "show less" mode. |
| 2022‑02-21 | Improvement | Trivial | Don't build tweets on deprecated sectors and industry groups. |
| 2022‑02-18 | Data Quality | Major | Corrected misinterpretation of import of 'Change to Liabilities'. It is "Change in AP" instead of "Change in Accrued Liabilities". Example BWMX. |
| 2022‑02-18 | Improvement | Trivial | Hide benchmark tab is metric if it is not possible to benchmark it. Example: Adj. C Shares. |
| 2022‑02-18 | Improvement | Trivial | Use short label if metrics is not localised. |
| 2022‑02-15 | Bug fix | Critical | Corrected error in comparing year value with sum of quarters if year value is per share and quarters not, or vice versa. This is used in deciding whether derivation from year value is needed. Also use year average number of shares when converting security measures like EPS from/to per share. Example: WBD.MI / EPS. |
| 2022‑02-15 | Data Quality | Minor | Corrected EPS for WBD.MI. |
| 2022‑02-14 | Improvement | Major | Improved metric hinting so that only sub-metrics are hinted if query matches metric completely. So if user types f.i. "price" only the sub-metrics of price are hinted. |
| 2022‑02-14 | Data Quality | Trivial | Moved EVRG under "Valuation - yield on EV" and corrected the label used in the csv generation. |
| 2022‑02-14 | Documentation | Trivial | Added an example to the tutorial on of how to filter on trading currency. Example: currency: GBX. |
| 2022‑02-14 | Data Quality | Minor | Corrected financial quarter results of Telefonica Brasil. |
| 2022‑02-10 | Improvement | Trivial | Fixed localisation of Firm Earnings'. |
| 2022‑02-10 | Performance | Minor | Classified the following metrics as very expensive: Don't load history if not in 'show more" mode:
|
| 2022‑02-10 | Improvement | Minor | Renamed:
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| 2022‑02-10 | Improvement | Major | Let trailing-2 work for income measures. As a result, 1y growth works for trailing-1, and 1y acc works for trailing. |
| 2022‑02-10 | Improvement | Major | Remove front outlier in rCAGR and GSD. Example: C21 Investments / Revenue. |
| 2022‑02-10 | Improvement | Minor | Increased threshold for meaningful revenue to Asset Turnover > 5%. |
| 2022‑02-09 | Improvement | Trivial | Replaced in overview / Cash flow table:
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| 2022‑02-09 | Improvement | Major |
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| 2022‑02-09 | Data Quality | Minor | Don't use number of shares if < 10. |
| 2022‑02-08 | Improvement | Major | Give preference to using alternative metrics over derivation from fiscal year. Example: Nuvista Energy / Net CapEx quarters. |
| 2022‑02-08 | Bug fix | Major | Fixed storing company if industry group does not have a default industry. |
| 2022‑02-08 | Bug fix | Major |
|
| 2022‑02-08 | Improvement | Minor | Beneish-M score: Use 0 for "RSST Accruals to Assets" if unknown. |
| 2022‑02-07 | Improvement | Trivial | Made (RSST) Accruals to Assets < 0 good (green). |
| 2022‑02-07 | Bug fix | Major | Fixed NPE getting security symbol. |
| 2022‑02-07 | Bug fix | Minor | Fixed failing currency conversion for ZAC. |
| 2022‑02-07 | Improvement | Trivial | Increased width of sector column. |
| 2022‑02-07 | Improvement | Trivial | Replaced "FCFF Yield on EV" by "Cash-NOPAT Yield on EV" in predefined views. |
| 2022‑02-07 | Bug fix | Minor | Import of OI failed if Gross Profit was not provided. |
| 2022‑02-07 | Improvement | Trivial | Prevent robots indexation of api.html. |
| 2022‑02-07 | Bug fix | Trivial | Correct presentation of Williams Alligator |
| 2022‑02-05 | Data Quality | Trivial | Corrected TradingView chart for DAI.DE. |
| 2022‑02-05 | Improvement | Trivial | Exposed Free Cash Flow for search, use in view and export. |
| 2022‑02-04 | Data Quality | Trivial | Corrected TradingView chart for RDS.A. |
| 2022‑02-04 | Bug fix | Critical | Fixed bug in setting industry group. Also added default industries for new industry groups. |
| 2022‑02-03 | Data Quality | Minor | Made data migration of industry groups faster. Derive industry group from industry if industry group can't be imported and is deprecated. |
| 2022‑02-03 | Data Quality | Minor | Added industry group: Closed End Investments. |
| 2022‑02-03 | Improvement | Minor | Sorted sectors by english name. Moved deprecated sector and industry groups to bottom of sector. |
| 2022‑02-03 | Data Quality | Critical | Actualised sectors and industry groups structure. |
| 2022‑02-03 | Bug fix | Minor | Let industry tree work for industry groups without industries. |
| 2022‑02-03 | Bug fix | Critical | Fixed bug in setting "financial results as-of" date. |
| 2022‑02-03 | Bug fix | Minor | Fixed EVA currency bug. |
| 2022‑02-01 | Bug fix | Major | Corrected NPE in currency conversion. |
| 2022‑02-01 | Data Quality | Minor | Correct number of shares for APC.F. |
| 2022‑01-31 | Bug fix | Major | Applied correct conversion rate year for momental metrics. |
| 2022‑01-31 | Bug fix | Trivial | Set BOY price. |
| 2022‑01-29 | Bug fix | Minor | Fixed incorrect currency problem for price in IV calculation. |
| 2022‑01-29 | Bug fix | Critical | Import of dual listings caused removal of security data. |
| 2022‑01-28 | Bug fix | Major | Trailing "year average" missed last quarter. Example: Zedge Inc. |
| 2022‑01-28 | Improvement | Critical | (Edited) Average calculation: include fuzzy values if half or more of the values are missing or fuzzy. If after that half or more of the values are missing: no average. Remark: Alternative solution could be to set a fuzzy value. But that does not work for the csv export. |
| 2022‑01-27 | Bug fix | Critical | Averages missed sometimes the last year. Example: Educational Development Corp / Cash-NOPAT ROTA. |
| 2022‑01-27 | Indicator change | Minor | Let ROA use NOPAT instead of IAT. |
| 2022‑01-27 | Improvement | Trivial | Made order of 'used by' metrics more consistent. |
| 2022‑01-26 | Bug fix | Critical | Averages: Corrected conflict between outlier and fuzzy values removal. Example: A2 Milk Company / Cash-NOPAT ROTA / 10y avg / 2020 |
| 2022‑01-26 | Improvement | Trivial | Improved presented structure of Cash flow metrics. (which ones and order) |
| 2022‑01-26 | Improvement | Minor | Let Yield score use "Cash-NOPAT Yield on EV" instead of "FCFF yield on EV". The rationale is that market value multiples (and ROx indicators) should be based on OE or FE, which do not subtract growth CapEx, which drives value. |
| 2022‑01-25 | Improvement | Major | Removed IV dependency from
|
| 2022‑01-25 | Improvement | Minor | Improved quarter derivation: Use 4 quarters before last quarter of results instead of 4 quarters before the quarter being estimated. Example: AlzChem Group / Change in WC. |
| 2022‑01-25 | Improvement | Major |
|
| 2022‑01-24 | Improvement | Major |
|
| 2022‑01-23 | Improvement | Critical |
Naming convention: OE is from now on after subtracting Maintenance CapEx. FCF is after subtracting Net CapEx.
|
| 2022‑01-24 | Bug fix | Critical | Solved caching bug. |
| 2022‑01-24 | Performance | Trivial | Hide growth sub-metrics of Intrinsic Value indicators. |
| 2022‑01-23 | Bug fix | Minor | Make buttons under stock list sticky for scrolling. |
| 2022‑01-22 | Bug fix | Minor | Backtest return without outliers was not persisted. |
| 2022‑01-22 | Improvement | Trivial | Improved tooltip explanation for quarter derivation. |
| 2022‑01-21 | Bug fix | Critical | Export to csv produced empty values. |
| 2022‑01-20 | Improvement | Critical | Extended quarter value derivation from year (or previous year) and other quarters to calculated values. Example: Harborside / Change in WC. Also improved tooltip for quarter derivation. |
| 2022‑01-19 | Data Quality | Minor | Corrected price history for BVI.PA. |
| 2022‑01-18 | Bug fix | Minor | Corrected backtest graph for short trading. |
| 2022‑01-17 | New sub-metric | Minor | Added Sharpe ratio.year and Sortini ratio.year. |
| 2022‑01-17 | Data Quality | Minor | Updated Warren Buffett portfolio. |
| 2022‑01-17 | Data Quality | Minor | Interpret "33" securities on Bovespa as common stock (BDR). Example: AURA33.SA. |
| 2022‑01-17 | Bug fix | Minor | Corrected missing recent value of Price versus Top. |
| 2022‑01-16 | Improvement | Major | Don't calculate trailing if financial results too old. Example: POLR. |
| 2022‑01-16 | Data Quality | Major | Improved ticker mapping to source for OTC. Also renamed "Other OTC" to "OTC". Example: POLR. |
| 2022‑01-16 | Bug fix | Minor | Corrected backtest annualization and chart if end year is provided. |
| 2022‑01-13 | Improvement | Trivial | Increased size of backtest graph. |
| 2022‑01-13 | Improvement | Trivial | Improved tooltip on backtest result widget. |
| 2022‑01-13 | Bug fix | Trivial | Tooltip was sometimes not presented on backtest result. |
| 2022‑01-13 | Improvement | Minor | Take previous backtest options from query when redoing a backtest. |
| 2022‑01-13 | Improvement | Minor | Added backtest option for end moment. |
| 2022‑01-12 | Improvement | Trivial | Added short label for Owner Earnings: OE. |
| 2022‑01-12 | Bug fix | Critical | Corrected time binding error in calculation. Also added passing the purpose metric from fraction to its arguments. Also added passing the currency from sum to its arguments. There should be no impact. |
| 2022‑01-12 | New indicator | Minor | Dividend Cushion ratio. |
| 2022‑01-12 | Improvement | Minor | Moved Payout ratios from Income group to Quality of Earnings group. |
| 2022‑01-10 | Improvement | Minor | Changed formula (and description) of Net Cash by subtracting only LT Debt and Lease instead of Total Liabilities. |
| 2022‑01-10 | Improvement | Minor | Included last year income in growth calculation of "5y est". Add "5y est" to several cashflow and dividend metrics. |
| 2022‑01-06 | Improvement | Trivial | Added "10y diff" sub-metric to many metrics. |
| 2022‑01-06 | Improvement | Minor | Added "5y diff", "10y diff" and "yr avg" to Market cap. |
| 2022‑01-06 | New sub-metric | Minor | 10y ROInc. Also renamed ROInc to 5y ROInc. |
| 2022‑01-06 | Bug fix | Major | Corrected special characters (file encodings) for translations. |
| 2022‑01-05 | Improvement | Minor | Prevent double counting components of Change in WC. Example: BMTC Group. |
| 2022‑01-05 | Improvement, Bug fix | Minor | Extended import of Change to WC components. Example: BMTC Group. |
| 2022‑01-05 | Technical | Minor | Refactoring of preventing calculation of financial results for securities without them. |
| 2022‑01-05 | Data Quality | Minor | Royal Dutch Shell securities failed to calculate because its high number of securities incorrectly marked it as unrealistically. |
| 2022‑01-04 | Data Quality | Minor | Updated country inflation and tax numbers. Updated Bond and Treasury rates. |
| 2022‑01-04 | Improvement | Trivial | Change label of "5y weakest 1y growth" in csv output. |
| 2022‑01-04 | Bug fix | Major | Added some extra checks in order to try to fix occasional missing current values. |
| 2022‑01-04 | Improvement | Minor | Use Change in WC from source if source is reliable. |
| 2022‑01-04 | Performance | Major | Removed unnecessary caching. |
| 2022‑01-03 | Bug fix | Major | Corrected interpretation of currency presentation by data provider, which resulted in incorrect financial results. Example: Pampa Energia. |
| 2022‑01-03 | Bug fix | Critical | Don't estimate year value when trying to derive quarter values from it. Example: Educational Development Corp / Change in WC / Q1 2020. |
| 2022‑01-03 | Improvement | Major | Propagate fuzziness from Change in WC components to Change in WC. In general, propagate missing quarter characteristics of the components of a sum into an average if enough components are ok. Example: Educational Development Corp / Change in WC / 2020. |
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