Change log

date type importance description
2023‑12-29 Bug fix Minor Corrected automated message generation to StockTwits.
2023‑12-28 Bug fix Major Made industry stats data structures thread-safe. Increased maximum call rate of industry stats, and cache them synchronously. Automatic correction of missing values.
2023‑12-24 New sub-metric Minor Added Price vs Bottom.Price vs 3y.
2023‑12-24 Improvement Trivial Use last price in calculation of top and bottom price over a period.
2023‑12-18 Improvement Trivial Added Dividends Paid and OE Payout ratio to cashflow view.
2023‑12-14 Improvement Minor Changed FV sub-metric to use 3y CAGR.
2023‑12-14 Data Quality Major Improved currency determination in import of Gross Dividend. Example: SLP.L.
2023‑12-14 Data Quality Minor Had Gross Dividend corrected at source for SLP.L and INVA.
2023‑12-10 Data Quality Minor Rely less on existing WASO values to check reliability of new values during import. Example: HLN.L.
2023‑12-07 Improvement Critical Use trailing value instead of wavg as current/starting value for Intrinsic Value calculations:
2023‑11-28 Improvement Minor Cost of Equity: Don't normalize Beta, don't use absolute value and cap it between 0 and 2.
2023‑11-27 Data Quality Minor Corrected Market cap for PKN.PR.
2023‑11-27 Markets Minor Added data for Prague Stock Exchange. Only a subset.
2023‑11-26 Bug fix Critical Fixed: Recent changes to alternatives for the Gross PP&E calculation resulted resulted in a stall in the instances. Also restricted the depth of the recursion.
2023‑11-26 Data Quality Trivial Added Industry: Building Products.
2023‑11-26 Bug fix Minor Corrected 5y rCagr period end in calculation of EPS.FV
2023‑11-26 Rate Limiting Major Put rate limitations on Recalculate Stocks api. One call per minute. 100 stocks per call. Reduced the rate of the linked queue. Also made rate check of api usage, api specific and thread safe.
2023‑11-25 Data Quality Minor Had number of shares corrected for TAM.AX and KRM.AX
2023‑11-25 Data Quality Minor Corrected mix between Amuse Inc and Amuse Group Holding Ltd.
2023‑11-25 Technical Trivial Removed dependency on bitly.
2023‑11-24 Data Quality Major Improved derivation of missing Gross PP&E using Gross PP&E from other period and change in Net PP&E. Example: Atkore, FitLife Brands and Betterware de Mexico. Update: Use Gross PP&E from other period if change in Net PP&E is missing and value derived using CapEx is too small. Use (even fuzzy) Net PP&E as an absolute minimum. Example: Koninklijke Brill
2023‑11-23 Improvement Minor Give the advice to use Safari on Mac.
2023‑11-23 Platform Minor Increased maximum concurrent requests of instances.
2023‑11-22 Bug fix Major Made formatter on server thread safe.
2023‑11-22 Bug fix Minor Fixed: "Financial data as of" was not properly set to month ending for EOD import if report end is beginning of month. Example: Mastercraft Boat.
2023‑11-22 New Metrics Minor
2023‑11-22 Data Quality Minor Provide full historical quarter depth for Payables, Deferred Tax Liabilities, Deferred Revenue and NIBCL.
2023‑11-21 New metrics Minor Added:
  • Net PP&E.qtr: 1y diff
  • Net PP&E.qtr: 1q diff
2023‑11-21 Bug fix Minor Fixed: corrected the used period for "qtr: 1y diff".
2023‑11-21 Bug fix Minor Don't set "financial data as of" if quarter data is empty. Example: Cake Box.
2023‑11-21 Bug fix Minor Fixed: select metric did not open the correct metric in the quarter view of a metric group.
2023‑11-21 Throughput Minor Increased maximum rate setting of import queue.
2023‑11-20 Improvement Minor Improved determination of so called 'home quote' in case of all securities are foreign. This prevents currency problems. Example: Halyk Bank.
2023‑11-20 Improvement Trivial Don't show metrics expressed in days with decimals.
2023‑11-20 Improvement Trivial Present as related:
  • NOPAT and Cash-NOPAT
  • EPS and OE
2023‑11-20 Data Quality Minor Added Industries:
  • Real Estate Management & Development
  • Real Estate Operations
  • Machinery, Tools, Heavy Vehicles, Trains & Ships
  • Hotels, Restaurants & Leisure
  • IT services
2023‑11-20 Improvement Trivial Made company name column a bit wider.
2023‑11-20 Resource Throttling Minor Avoid too many select industry stats calls in case of an error. Also decreased the maximum number of instances.
2023‑11-19 Bug fix Major Fixed: Earnings calendar processing processed all securities of a company.
2023‑11-19 Platform Minor Use instances with more memory.
2023‑11-19 Bug fix Minor Fixed: Export of stock to csv with view metrics did not work anymore.
2023‑11-18 Improvement Minor Changed primary source of 'number of analysts'.
2023‑11-18 Data Quality Minor Improved determination of currency of EPS year value. Example: HEXA-B.ST.
2023‑11-18 Bug fix Minor Don't set "financial data as of" if only quote data are imported. Also don't import cash flow statement if only quote data need to be imported.
2023‑11-17 Improvement Minor Reorganized Cash Flow view. Reorganized Cash Flow branch of tree.
2023‑11-16 Bug fix Trivial Added underlining in the financial statement views in dark mode.
2023‑11-16 Improvement Trivial Show ROIC and CROIC as related metrics.
2023‑11-16 Bug fix Critical Fixed: Application crashed on Chrome and FireFox on Mac.
2023‑11-14 Technical Major Upgraded GWT
2023‑11-13 Data Quality Trivial Added industry: Leisure Products.
2023‑11-13 Improvement Major Make EOD leading for fiscal year determination.
2023‑11-13 Bug fix Minor Fixed: The number formatter on the server could be set to a client instance, which could lead to formatting errors.
2023‑11-13 Improvement Minor Give "1y growth/change" sub-metric same, mostly 2-decimals format as other growth sub-metrics.
2023‑11-13 Technical Minor Fixed some technical issues
  • Increased compatibility of Cookies.
  • Catch company logo error.
  • Removed Bing conversion scripts.
  • Use scale instead of zoom in css.
2023‑11-13 Data Quality Minor Had EPS corrected at source for DOCS.L.
2023‑11-10 Markets Minor Lowered data support for Canadian Securities Exchange.
2023‑11-10 Improvement Major Avoid importing Net PP&E as Gross PP&E. Example: Chevron, Pfizer and CATCo Reinsurance Opps.
2023‑11-09 Improvement Trivial Added horizontal scroll-bar to industry tree.
2023‑11-09 Data Quality Minor Added Industries:
  • Electronic Equipment, Instruments & Components.
  • Trading Companies & Distributors
2023‑11-09 Cost Minor Improved caching for inflation numbers.
2023‑11-08 Improvement Minor Remove first if outlier in calculation of Standard Deviation (edit: if enough values). Example: Gulf Resources / Gross margin.5y SD.
2023‑11-07 Data Quality Minor Added extra check on import of Shareholders' Equity. Example: Alliance Resource Partners. Also had latest financials corrected for Alliance Resource Partners at source.
2023‑11-07 Data Quality Trivial Removed blacklisted label from Gulf Resources.
2023‑11-07 Data Quality Minor Remove Gross Margin <= 0% and > 100% in Gross Margin averages and Standard Deviation. Example: Gulf Resources / Gross margin.5y avg and Gross margin.5y SD.
2023‑11-06 Bug fix Critical Fixed: Mix-up of metrics for search on "1y acc".
2023‑11-06 New Metric Minor Stock Based Compensation/ Revenue
2023‑11-01 Data Quality Minor Skip Total Receivables if negative or larger than Current Assets. Also don't use negative Total Receivables as base for extrapolation of Accounts Receivables. Example: Spectra Systems. Also had Spectra Systems / Total Receivables corrected at source.
2023‑11-01 Throughput Minor Decreased maximum rate and concurrency setting of import queue.
2023‑11-01 Performance Minor Removed Quality score and Uncle Stock score as "used by" metrics in metric viewer.
2023‑11-01 Improvement Minor Avoid overlap of quarters what calculation Trailing average and SD. Example: Spartan Delta Corp / Gross Margin.
2023‑11-01 Data Quality Minor Had financial data corrected at source for Nordic Semiconductor and Betsson.
2023‑10-31 Bug fix Minor Include trailing year for trailing SD calculation. Example: Spartan Delta Corp / Gross Margin.5y SD.
2023‑10-30 Data Quality Trivial Removed Preferred Stock from Smith & Wesson Brands.
2023‑10-30 Bug fix Trivial Fixed NPE due to invalid symbol in processing earning announcement.
2023‑10-30 Improvement Trivial Provided good/bad limits of Quality score averages.
2023‑10-30 Data Quality Trivial Corrected name of TNETB.XD.
2023‑10-26 Performance Minor Let Predictability score use OI.R2 instead of EBITDA.R2.
2023‑10-26 Documentation Trivial Correction to Cash flow documentation.
2023‑10-26 Bug fix Trivial Fixed NPE at import of analyst ratings.
2023‑10-26 Bug fix Major Fixed: Stock price history was refetched and reprocessed in case of a currency problem with financial results because of an incorrect test of being a money value.
2023‑10-26 Data Quality Trivial Added industries:
  1. Metals & Mining
  2. Auto Components
  3. Health Care
  4. Health Care Equipment & Supplies
  5. Paper & Forest Products
2023‑10-26 Data Quality Trivial Removed Preferred Stock for Smith & Wesson Brands.
2023‑10-26 Data Quality Minor Exclude Non-Controlling Interest and Preferred Stock from Total Liabilities and Long-Term Liabilities if they are carried in the reported liabilities.
2023‑10-25 Data Quality Trivial Had stock added by source: ALPM.PA.
2023‑10-25 Improvement Trivial Improved choice of moving averages for BigCharts for 3 year period.
2023‑10-25 Data Quality Minor Implemented alternative calculation for NIBCLS if unsure: Accounts Payable + Deferred Revenue + Other Current Liabilities. Example: NVR NIBLCS end 2018.
2023‑10-24 Data Quality Minor Implemented alternative calculation for Accounts Receivables if no past AR values exist to extrapolate using AR/TR: min(Total Receivables, Non-cash Current Assets - max(0, Inventory))
2023‑10-24 Improvement Trivial Provide full history of quarters for Other current liabilities.
2023‑10-23 Bug fix Major Fixed: NOPAT calculation produced incorrect result for quarter, which caused a mix up with the year values.
2023‑10-23 Bug fix Major Fixed: Values using alternative calculation context could get indexed instead of the ones based on the normal context.
2023‑10-23 Bug fix Trivial Fixed: NOPAT should not have a financial results tab.
2023‑10-23 Improvement Minor If source does not provide history of analyst recommendations: Accumulate analyst recommendations over time by incrementally importing data. Also fixed data problem for number of analysts.
2023‑10-21 Bug fix Major Fixed: Incorrect indexation of quarter amounts due to incorrect period type determination. This became evident by exposing NOPAT quarter amounts.
2023‑10-21 Improvement Minor Exposed for searching:
  • NOPAT.qtr: amount
  • Cash-NOPAT.qtr: amount
2023‑10-21 Improvement Minor Provide full history of quarters for Shareholder's Equity.
2023‑10-21 Performance Major Improved performance of email notification service. Also increased limit to 300. Also fixed bug in counting.
2023‑10-19 Bug fix Major Fixed: Persistency error on quotes made hint lists incomplete. Also fixed npe in selection of stocks.
2023‑10-19 Improvement Minor Added return of bottom 12 selected stocks to backtest.
2023‑10-18 Data Quality Trivial Added industry: Banking Services.
2023‑10-18 Bug fix Minor Fixed npe in analyst rating import.
2023‑10-18 New Metric Minor Net debt' = Total Debt − Cash & Equivalents. Use this in calculation of EV'.
2023‑10-16 Improvement Major Extrapolate financial income result from previous quarter for last (searchable) quarter. Examples: ZTEST Electronics and CanadaBis Capita / NOPAT.b/on ann qtr.
2023‑10-15 Bug fix Minor Fixed: Import of dividend year was incorrect. Update 10-15: Fixed bug induced by this fix: Price history failed to load.
2023‑10-15 Improvement Major Don't use alternative metrics to derive quarter values from year rest, if the quarter alternatives are inconsistent with the year value. Example: Innelec Multimedia / Net CapEx.
2023‑10-12 Improvement Minor Exposed for searching:
  • NCI
  • NOPAT yield.qtr: b/on ann qtr
  • Cash-NOPAT yield.qtr: b/on ann qtr
  • Gross Margin.5y SD
2023‑10-12 Data Quality Minor Had Interest Expense corrected at source for Novo Nordisk.
2023‑10-12 Performance / Improvement Minor Avoid derivation of interest expense from interest to debt ratio too much in the past.
2023‑10-12 Improvement Minor Provide full history of quarters for
  • LT Investments
  • Investments
  • Deferred Tax Asset
  • Non-current Assets
  • LT Debt
  • ST Debt
  • Total Debt
2023‑10-11 Improvement Minor Derivation of interest expense from interest to debt ratio: use correct year in case of broken fiscal year. Example: Logitech.
2023‑10-11 Data Quality Minor Don't use zero value for interest expenses if there is debt. Example: Lululemon Athletica.
2023‑10-11 Improvement Trivial Made name of ST Debt and Lease shorter/consistent in csv reports.
2023‑10-11 Data Quality Minor Had debt corrected at source for Logitech.
2023‑10-11 Data Quality Minor Avoid importing 0 value of debt if it probably excludes Leases. Example: Logitech.
2023‑10-11 Data Quality Minor Had incorrect interest expenses corrected at source for Salesforce and Lululemon Athletica.
2023‑10-10 New metrics Minor
  • Operating Income After Interest (OIAI).
  • Operating Income After Interest yield (OIAI yield).
2023‑10-10 Data Quality Minor Had incorrect interest expenses removed at source for Exelixis.
2023‑10-09 Bug fix Minor Use a quarter of Total Debt to compare Interest Expense with to verify reliability.
2023‑10-09 Bug fix Major Fixed infinite loop in interest expense calculation.
2023‑10-09 Data Quality Minor Fixed mix-up of ARM symbol.
2023‑10-06 Bug fix Minor Consider Interest Expense negative, larger than revenue or larger than (risk free rate + 0.4) times Debt as unrealistic. Try extrapolating interest expenses from previous period if missing (fuzzy). Update: corrected extrapolation for quarters. Examples: Opera, Pinterest and Camtek.
2023‑10-06 Bug fix Minor Show button and message if temporarily not allowed to reset a backtest result.
2023‑10-06 Data Quality Major Don't import negative values of Total Interest Income. Consider negative Interest Expenses as net value (-NII). Example: FitLife Brands
2023‑10-05 Bug fix Major Fixed: check if quarter is in future was wrong for balance items. Example: DigitalBridge Group / Cash and short-term Investments.
2023‑10-05 Data Quality Minor Added check on import of Equity and Shareholders' Equity. Example: Alliance Resource Partners.
2023‑10-05 Bug fix Minor Fixed: "Market cap.qtr avg" and "Market cap.yr avg" 100 times too big for pence stock prices. Example: SOM.L
2023‑10-04 Data Quality Minor Improved processing of very large splits. Example: 3NGS.MI.
2023‑10-04 Bug fix Minor Avoided sending messages to StockTwits that are too large.
2023‑10-04 Data Quality Minor Had price data corrected at source for OGO.V.
2023‑10-03 Bug fix Major Fixed error in setting industry regulars. Recuperation of persistent industry if missing. Refactoring. Example: Electronic Gaming & Multimedia.
2023‑10-03 New Metric Minor Revenue per Employee
2023‑10-02 Data Quality Minor Added Industry: Pharmaceuticals.
2023‑10-02 Data Quality Minor Had data corrected for Ispen at source.
2023‑10-02 Data Quality Minor Improved detection of full year results in last quarter during import. Example: Ipsen / Gross profit.
2023‑10-02 Data Quality Minor Handle sign error in OpEx during import. Example: Ipsen.
2023‑09-28 Data Quality Minor Added Industries: Consumer Discretionary and Diversified Consumer Services.
2023‑09-28 Bug fix Major Fixed: NPE exception due to incorrect exchange setup.
2023‑09-28 Data Quality Minor Had Humble Group OI and EBIT corrected at source.
2023‑09-28 Data Quality Minor Apply quarter values as year value ÷ 4, if the metric is normally positive and one of the quarters is negative. Example: Humble Group / D&A expenses 2022.
2023‑09-27 Improvement Trivial Improved layout of subscription page.
2023‑09-27 Data Quality Minor Improve import of Forward Gross Dividend. Example: PRDO.
2023‑09-26 Markets Minor Added Cboe Europe, Cboe UK, Cboe Canada, Cboe Australia, Cboe Indices and S & P Indices. (Almost no data)
2023‑09-26 Improvement Minor Improved layout of landing page.
2023‑09-22 Improvement Major Avoid concurrency problems on persistence of industry stats.
2023‑09-22 Improvement Major Use Excess Cash as alternative for Excess Cash'' if industry stats are not found. Example: Glory Star New Media Group.
2023‑09-21 Bug fix Major Corrected calculation of EV'.
2023‑09-21 Improvement Trivial Added Buyback ratio and Debt Paydown yield in used by section of Market cap.
2023‑09-21 Bug fix Minor Corrected quarter Buyback ratio and Debt Paydown yield.
2023‑09-21 Improvement Minor Use latest Market cap for future Buyback ratio and Debt Paydown yield time windows.
2023‑09-21 Bug fix Minor Corrected import of Analyst recommendation and analyst target price.
2023‑09-21 Data Quality Minor Added extra source for analyst recommendations, and use that to improve number of analysts.
2023‑09-21 Data Quality Minor Had forward dividend corrected at source.
2023‑09-20 Improvement Major Calculate yearly Buyback ratio and Debt Paydown yield as sum of quarters. Also provide full historical quarter depth for Common stock issued (repurchased) and Net Borrowings.
2023‑09-20 Bug fix Minor Corrected quarter SMA values.
2023‑09-20 Improvement Minor Use Market cap averages to calculate Buyback ratio and Debt Paydown yield.
2023‑09-19 Improvement Minor Added Market cap averages based on SMA:
  • Market cap.yr avg
  • Market cap.qtr avg
Also added WASO and SMA metrics to metrics used by Market cap.
2023‑09-19 Bug fix Minor Corrected: Market cap quarter value used calendar instead of fiscal quarter to get number of shares.
2023‑09-19 Data Quality Minor Fixed: MEDANTA.NS was mixed with GLH.AX.
2023‑09-13 Bug fix Major Fixed error in distribution of multi-quarter income over quarters.
2023‑09-13 Data Quality Major Import: Improved detection of half-year results. Consider Q2 and Q4 half-yearly if their sum equals or exceeds the year value. Example: Societe BIC. Consider Q2 results as half-yearly if Q1 results are missing. Example: Clinica Baviera.
2023‑0913 Data Quality Minor Advenica AB: Had last quarter results and more history provided by source.
2023‑09-13 Scalability Minor Optimized e-mail notification process so more stocks can be processed without going out of memory. Put the limit back to 175 stocks. Update 1: Fixed bug in counting. Update 2 (15/9): decreased limit to 125 stocks.
2023‑09-12 Documentation Minor Added description of using personal views in Manage queries tutorial. Also improved the responsiveness of the image sizing in the tutorials.
2023‑09-11 Improvement Minor Use TradingView charts for Indonesian stocks.
2023‑09-11 Bug fix Minor Fine-tuned automatic detection of splits. Example: Historical price data of TMAS.JK.
2023‑09-11 Data Quality Minor SBER.ME: Had WASO corrected at source.
2023‑09-11 Bug fix Minor Fixed: Persisting PayPal transactions failed.
2023‑09-11 Bug fix Minor Fixed: Caching error caused not appearing of FWD metrics in stock list.
2023‑09-07 Data Quality Minor Datagroup: Had Interest Expense corrected at source.
2023‑09-07 Resilience Minor Reset ElasticSearch client if IllegalStateException during put.
2023‑09-07 Data Quality Major Import: Consider EPS to be in GBP for foreign stocks on LSE. Examples: SPT.L, CCH.L, ATYM.L, MWE.L, SOM.L.
2023‑09-06 Data Quality Minor Skip EPS from source without currency. Example: MSLH.L.
2023‑09-06 Reliability Minor Decreased maximum number of email notifications to 125.
2023‑09-5 Improvement Minor Use email address from Facebook account if user authenticates with Facebook.
2023‑09-5 Technical Minor Upgraded api version of Facebook profile service.
2023‑09-5 Data Quality Minor Made rules to skip importing suspicious balance sheet less strict. This fixed the balance information for Wal-Mart de México.
2023‑09-5 Responsiveness Minor Changed scaling parameters.
2023‑09-5 Data Quality Minor Skip negative inventory from source. Example: Evolution AB.
2023‑09-4 Data Quality Trivial Corrected Inventory for Metropole Television.
2023‑09-3 Bug fix Trivial Corrected mail format error.
2023‑09-3 Bug fix Trivial Ignore PayPal ipn messages with reason=other.
2023‑09-2 Improvement Minor Changed font color of email address in sign-up/in form. Edit: Fixed: this change made all input fields invisible.
2023‑09-1 Bug fix Critical Fixed: Sending emails failed after Java upgrade.
2023‑08-31 Improvement Minor Provide quarter values for Buyback ratio and Debt Paydown yield. Use sum of quarters to calculate time windows.
2023‑08-31 Improvement Minor Never make future quarters zero if missing. Example: Microsoft - Common stock issued (repurchased). Edit: corrected determination of future period, correctly handling calendar vs fiscal.
2023‑08-30 Improvement Minor Let Market cap for future time window use recent Adj. C Shares. Example: Microsoft - Common stock issued (repurchased)
2023‑08-30 Improvement Minor Allow fuzzy Gross Margin to calculate Gross Profit. Examples: Upstart Holdings and Ironwood Pharmaceutical.
2023‑08-29 Improvement Major Refine currency conversion to quarter level.
2023‑08-29 Improvement Minor Calculate total year dividend in currency of dividends. Example: SOM.L Net Dividend.
2023‑08-29 Bug fix Major Corrected pence related error when calculating trailing or forward dividend. Examples: SOM.L, VIC.L, CAPD.L, CFX.L, CMCL.L. Use no-pence currency for trusted dividend currency. Example: SOM.L.
2023‑08-29 Bug fix Trivial Prevent error when trying to remove empty symbol set.
2023‑08-28 Improvement Minor Implemented HTTP HEAD request handling in api.
2023‑08-28 Technical Minor Prevent currency conversion error in backtest currency is provided. Improved logging.
2023‑08-28 Resilience Minor Improved handling of ElasticSearch ConnectException. Also refactored search.
2023‑08-28 Markets Minor Added currency support for LBP.
2023‑08-28 Improvement Trivial Added api usage stats to output csv of csv exports.
2023‑08-23 Improvement Major Calculate Gross Profit quarter values using year or year rest margin and quarter revenue if quarter values are inconsistent or quarter margin is suspicious. Examples: KWS SAAT, Alkemy and Norcros. Updated: Only use year rest margin if quarter values are consistent.
2023‑08-22 Bug fix Minor Fixed potential concurrency issue in getting years.
2023‑08-21 Bug fix Minor Fixed NPE in processing Keep x% from top rebalance strategy if stock got delisted.
2023‑08-21 Bug fix Major Fixed: Average value was missing if too many fuzzy elements. Example: Ironwood Pharmaceuticals / Trailing Gross Margin.
2023‑08-21 Documentation Minor Added description of backtest result stats in backtest documentation. Also corrected label of Portfolio SD.
2023‑08-21 Technical Critical Upgrade to Java 17.
2023‑08-21 Bug fix Major Fixed: Notifications on money metrics (like price) did not use correct currency.
2023‑08-21 Bug fix Trivial Fixed NPE if company has no data.
2023‑08-21 Cost Minor Improve handling of calculation date.
2023‑08-20 Data Quality Minor Updated 10 year Treasury Rate for USD, EUR, GBP and RUB.
2023‑08-20 Resilience Minor Improve exception handling and retry in case of price service not working.
2023‑08-19 Improvement Minor Better count missing components in scores.
2023‑08-19 Improvement Trivial Added missing or fuzzy to tooltip explanations. Also improved layout a bit.
2023‑08-19 Improvement Trivial Improved tooltip explanations for ln.
2023‑08-18 Data Quality Minor Provide extra validation of Trailing Gross Dividend.
2023‑08-17 Data Quality Minor Provided extra source for ex-Dividend date and Dividend Pay date.
2023‑08-17 Data Quality Minor Provide extra validation of Forward Gross Dividend. Also provide extra source for it.
2023‑08-16 Markets Trivial Added currency support dor JMD.
2023‑08-15 Bug fix Trivial Prevent bug in company selection.
2023‑08-15 Cost Trivial Prevent import at day of earnings.
2023‑08-14 Performance Minor Don't show expensive metrics in time window overview if not in "show more" mode.
2023‑08-14 Bug fix Major Make multiples work for rolling and future price. Example: HRL rolling and forward Dividend yield.
2023‑08-14 Resilience Major Improved ElasticSearch exception handling. Retry deferred recalculation after reimport if ElasticSearch I/O reactor stopped.
2023‑08-13 Data Quality Minor Added industries:
  1. Electrical Equipment
  2. Construction & Engineering
2023‑08-12 Resilience Minor Improved: Re-initialize ElasticSearch client after the ElasticSearch IO reactor stopped.
2023‑08-12 Markets Trivial Added currency support dor ZWD (historical).
2023‑08-11 Bug fix Minor Fixed: NPE in best or worst calculation.
2023‑08-11 Bug fix Minor Fixed: Prevent unintended removal of beta values (for example on Qatar).
2023‑08-10 Bug fix Minor Fixed: Price data was not shown in the correct column in the quarter view due to fiscal versus calendar timing mix-up.
2023‑08-10 Bug fix Trivial Corrected: NPE in storing company if no data.
2023‑08-10 Bug fix Minor Corrected: Update of financial results date was incorrect.
2023‑08-10 Bug fix Minor Show quarter values in mouse hover tooltip if previous year quarter is used. Example: ESTC Net income 2023
2023‑08-10 Improvement Major Extrapolate to future years for income metrics.
2023‑08-10 Resilience Minor Re-initialize ElasticSearch client after the ElasticSearch IO reactor stopped.
2023‑08-10 Technical Trivial Upgraded ElasticSearch client.
2023‑08-9 Bug fix Major Corrected bug caused by this week's update: NPE in quote selection.
2023‑08-9 Data Quality Trivial Had LT Debt (& Leases) corrected at source for Ilyda.
2023‑08-9 Data Quality Minor Import CPLTD, even if LT Debt is missing.
2023‑08-9 Data Quality Minor Had EPS corrected at source for ALLDL.PA.
2023‑08-9 Bug fix Major Corrected error caused by yesterday's update: Backtesting. Also dividend error in backtest.
2023‑08-8 Bug fix Major Corrected error caused by yesterday's update: incomplete stock hinting.
2023‑08-8 Resource Limitation Minor Apply a limit of max 24 stocks for backtesting with quarterly rebalancing.
2023‑08-7 Technical Major Removed dependency from DataNucleus.
2023‑08-7 Technical Critical Migrated Quote to Objectify. Also populate quote exchange if missing.
2023‑08-5 Markets Minor Added currency support for OMR.
2023‑08-5 Bug fix Major Stop adjusting Total Liabilities and Shareholders' Equity with Non-Controlling interests for a data source. Example: Burelle. Also don't show that Non-current liabilities uses Non-Controlling Interests. Also make Non-Controlling Interests a top-level metrics.
2023‑08-4 Data Quality Minor Don't subtract more than OpEx to calculate Adj. OI, because SQ&A and Depreciation van already be part of Cost of Revenue. Also improved tooltip for min and max function. Example: Bpost.
2023‑08-4 Data Quality Major Stop importing intermediate balance items for half-yearly results. Examples: Hermes, LVMH, Danone, Piscines Desjoyaux, Capgemini, Universal Music. Also had data corrected at source for Piscines Desjoyaux, Danone and Universal Music.
2023‑08-3 Bug fix Minor Fixed NPE during import if total assets was missing.
2023‑08-3 Improvement Trivial Made small graphs and long sub-metric labels smaller on small screens.
2023‑08-3 Bug fix Trivial Corrected TradingView charts for alternative German exchanges.
2023‑08-3 Throughput Minor Limit number of reimports per minute.
2023‑08-3 Data Quality Major Improve Debt & Leases calculation:
  • Prefer Debt & Leases from previous two quarters over top down calculated value. Also improved tooltip for LT Debt & Leases. Examples: Carlo Gavazzi Holding / LT Debt & Leases and Deufol / ST Debt & Leases.
  • Assume Debt already contains leases if Debt plus Leases is larger than (non-)current liabilities. Example: Deufol / LT Debt & Leases.
2023‑08-2 Data Quality Trivial Corrected Gross Profit for Okea.
2023‑08-2 Data Quality Trivial Skip Other LT Liabilities from source for Carlo Gavazzi Holding.
2023‑08-2 Data Quality Major Interpret Long-term Debt from FMP as including LT Lease. Example: Carlo Gavazzi Holding.
2023‑08-1 Availability Minor Added retry logic if too many requests response from price api.
2023‑08-1 Scalability Major Prevent deadline exception when processing earnings announcements.
2023‑08-1 Data Quality Trivial Had WASO corrected at source for SBER.ME.
2023‑07-31 Bug fix Trivial Take the dot is a symbol into account when generating a task name.
2023‑07-31 Improvement, Performance Critical Reworked and simplified strategy to load and cache precalculated quantities.
2023‑07-31 Technical Major Change quote model in preparation of migration to Objectify.
2023‑07-31 Robustness Minor Make getting stocks from cache more robust for concurrency.
2023‑07-28 Improvement Minor Had EPS (and future Net Dividend) corrected at source for EQNR and EQNR.OL. Also improved EPS currency determination at import for trusted exceptions.
2023‑07-28 Improvement Trivial Allow metric title to wrap.
2023‑07-28 Improvement Trivial Exposed for search: Net income.10y pos %.
2023‑07-27 Bug fix Minor Calculate growth for the last quarter for metrics that don't depend on financial results. Example: ASML.AS / Dollar Volume. Edit: Fixed fiscal versus calendar timing bug. Example: COST.
2023‑07-26 Bug fix Major Fixed: Handling of payments and subscription cancellations failed after migration to Objectify.
2023‑07-25 Performance Minor Stop using fundamentals api for Estland.
2023‑07-25 Bug fix Blocker Let price data api work again.
2023‑07-24 Bug fix Minor Corrected NPE in import if Total Assets was missing.
2023‑07-24 Technical Critical Migrated Companies to Objectify.
2023‑07-24 Improvement Trivial Improved layout position of news panel in dark mode.
2023‑07-20 Reliability Minor Decreased maximum number of email notifications to 200.
2023‑07-20 Data Quality Minor Made import check on CFO less strict (not on negative CFO). Example: CanadaBis Capital cash flow.
2023‑07-19 Bug fix Major Data source api version dit not work anymore. Changed version.
2023‑07-19 Improvement Trivial Improved color of disabled menu buttons.
2023‑07-19 Bug fix Minor Fixed: Export to csv failed when choosing all metrics.
2023‑07-18 Data Quality Minor Updated equity risk premiums of countries.
2023‑07-18 Technical Critical Migrated User to Objectify.
2023‑07-17 New metric Minor Goodwill to Equity. Also present Asset Quality as a percentage.
2023‑07-14 Bug fix Minor Corrected: Dollar Volume and Volume.median volume used fiscal quarters instead of calender quarters. Example: TTZ.V, MSFT, AAPL, MCFT, ALPDX.PA, CANB.V, J.CN.
2023‑07-14 Bug fix Minor Apply TradingView defaults when running web version on a small screen or a tablet.
2023‑07-13 Bug fix Minor Corrected: The Bar style list box elements did not match the correct TradingView widget bar style.
2023‑07-13 Bug fix Major Corrected error in price service for Bucharest.
2023‑07-12 Improvement Minor Exposed for search:
  • Net PP&E.3y CAGR
  • Non-Current Assets.3y CAGR
2023‑07-13 Improvement Trivial Improved layout ot csv export option box.
2023‑07-13 Improvement Minor Added a view parameter to the stocks api, and use it when exporting a stock list to csv.
2023‑07-12 New metric Minor
  • Dollar Volume.1y growth
  • Dollar Volume.qtr: 1y growth
  • Dollar Volume.qtr: 1q growth
Edit: Shifted column presentation.
2023‑07-12 Improvement Trivial Increased max URL size for export.
2023‑07-12 Improvement Trivial Stop failing on XXX currency. Don't log too much on currency exceptions.
2023‑07-12 Bug fix Major Fixed: Calculation had errors due to Dividend change yesterday.
2023‑07-12 Improvement Minor Made it possible to set default bar style for TradingView.
2023‑07-12 Performance Trivial Increased caching expiration period of static files.
2023‑07-12 Technical Trivial Allow indexation by some extra bots.
2023‑07-12 Improvement Trivial Improved visualisation of documentation on some devices (thead).
2023‑07-11 Data Quality Major Use payment dates instead of declaration dates to assign dividend payments to quarters. Example: EuroNext / Net dividend, Flow traders / Net dividend.
2023‑07-11 Bug fix Minor Allow keeping TradingView default without any indicators.
2023‑07-11 Improvement Minor Last dividend was often ignored because it can be declared after the financial results date. Example: Flow Traders.
2023‑07-10 Data Quality Trivial Added support for Deutsche Mark (DEM). Example: WKM.DU.
2023‑07-10 Documentation Trivial Moved changelog items of 2022 to archive.
2023‑07-10 Data Quality Trivial Use yearly revenue values to decide if revenue is meaningful for the calculation of DSO, DPO and DIO quarters. Example: Lotus Ventures / DSO was missing in quarters of 2022.
2023‑07-10 Data Quality Minor Had ACOMO.AS EPS corrected at source.
2023‑07-06 Technical Critical Migrated Queries to Objectify. Edit: Fixed backtest bug.
2023‑07-06 Improvement Trivial Stop showing message to subscribe if the user already has a subscription.
2023‑07-06 Improvement Minor Added source for Stock based Compensation.
2023‑07-05 Improvement Minor Year average calculation: Count from last quarter of results to define previous time windows. Examples: Educational Development / DSO.yr avg Trailing-1, boohoo group, Pure Storage and Creightons.
2023‑07-05 Bug fix Minor When clicking outside a pinned text area popup, it was not possible anymore to get a new one.
2023‑07-05 Improvement Minor Changed implementation of year average with respect to fuzzy quarters. Example: MariMed / DSO.yr avg trailing-1
2023‑07-04 Improvement Minor Year averages on time windows took wrong time interval for some metrics, like DSO.
2023‑07-03 Improvement Minor Improved handling of subscription updates in Stripe.
2023‑06-30 Data Quality Minor Added check on validity of Non-current Liabilities before deciding to deduct LT Debt & Lease from it. Example: DiaSorin / LT Debt & Lease 2022/Q3.
2023‑06-29 Improvement Minor Recent Adj C Shares CAGRs: Avoid comparing basic with diluted values.
2023‑06-27 Data Quality Minor Had currency of income statement corrected at source for Geodrill.
2023‑06-27 Improvement Major Don't use historical WASO quarters before there was a price. Don't use historical WASO years before the year of the first price. Use last quarter WASO as year WASO in the year of the first price. Example: PSTG / Adj C Shares.
2023‑06-26 Bug fix Minor Fixed bug in handling payment failed events from Stripe.
2023‑06-26 Bug fix Minor Fix bug on calculation of number of shares for crypto. Example: NAS-USD.
2023‑06-26 Data Quality Major Changed interpretation of shares from eodhistoricaldata as WASO. Example: GEO.TO.
2023‑06-26 Documentation Trivial Made subscription page more clear with regards to upgrade via Stripe.
2023‑06-23 Improvement Trivial Show market cap instead of Price/currency in time window table.
2023‑06-23 Improvement Minor Let Buyback ratio for time windows use start of period.
2023‑06-23 Improvement Major Have correct price and market cap at end of time windows.
2023‑06-23 Data Quality Major Made detection of suspicious currency in import less strict. Example: China BlueChemical.
2023‑06-23 Data Quality Minor Had historical EPS corrected at source for 3983.HK.
2023‑06-22 Improvement Minor Allow calculation of number of shares, market cap and technical indicators if historical quote data is missing. Example: MANKIND.BO.
2023‑06-22 Improvement Trivial Made text color brighter in dark mode.
2023‑06-21 Improvement Trivial Improved layout of graphs in Overview tab.
2023‑06-21 Data Quality Minor Had historical income numbers corrected at source for Wirtek.
2023‑06-21 Technical Minor Updated tag managers in web pages.
2023‑06-20 Data Quality Minor Added industry "Semiconductors & Semiconductor equipment".
2023‑06-19 Technical Critical Changed persistency mechanism of industries to Objectify.
2023‑06-19 Improvement Major
  • Rely only and fully on quarters when calculating historical time window. Derive from year values only when calculating quarters.
  • Don't calculate quarters if they are inconsistent with the year.
  • Made consistency check between quarters and year more strict for operating expenses.
Example: Siltronic / OpEx / Trailing-1 and MagnaChip Semiconductor / OpEx / Trailing-1.
2023‑06-19 Data Quality Major Had currency problems improved at source for Toronto. Example: Dundee Precious Metals Q4 2022.
2023‑06-19 Bug fix Minor Fixed: OI was not imported from FMP. Example: Dundee Precious Metals.
2023‑06-19 Improvement Minor Improved charts for metric groups. Example: Profitability. Made fundamental charts wider and improved layout position of graph in metric viewer.
2023‑06-19 Improvement Trivial Treat economic spread as an expensive metric.
2023‑06-19 Improvement Trivial Added quick choice for micro-caps.
2023‑06-16 Bug fix Major Extended metric caching key to full calculation stack of quarter derivation constraints. Example: Ipsen / OpEx Training-1. Edit: Also fixed backtest bug that was caused by this fix.
2023‑06-14 Bug fix Minor Fixed: On some occasions, a request for a value without calculation did calculate the metric.
2023‑06-14 Data Quality Trivial Added Oil & Gas industry.
2023‑06-14 Improvement Trivial Added quick choice: Stock price near one year bottom.
2023‑06-14 Data Quality Major Decide whether operating expenses from source are OpEx of Total Operating Expenses. Examples: Geodrill, Atlas Engineered Products, Elkem, North Media and B3 Consulting.
2023‑06-14 Data Quality Minor Added BHD currency.
2023‑06-12 Bug fix Minor Fixed: Currency conversion failed for XAF.
2023‑06-12 Data Quality Minor GENL.L: Had number of shares corrected at source.
2023‑06-10 Data Quality Minor Added XPF currency.
2023‑06-08 Data Quality Trivial NU Skin Enterprises: Had R&D completed at source.
2023‑06-08 Data Quality Trivial Removed invalid WASO for Banca Transilvania.
2023‑06-08 Bug fix Major Import: Corrected determination of currency in case of currency change. Example: NewAmsterdam Pharma (also had data corrected at source).
2023‑06-08 Data Quality Minor Had Piscines Desjoyaux corrected at source.
2023‑06-07 Data Quality Trivial Had Ingles Markets / IBT corrected by reimport.
2023‑06-07 Bug fix Major Fixed: Dividends where not fetched anymore in backtest.
2023‑06-06 Data Quality Minor Made year-quarters consistency check more strict for metrics that should have positive values. Example: Illinois Tool Works / R&D.
2023‑06-06 Data Quality Minor Had R&D added at source for Kambi Group, Opera, Zynex, Core Molding Technologies, Azek Company and Mastercraft Boat Holdings.
2023‑06-06 Data Quality Major Don't accept (derived) negative values for R&D, Cost of Revenue and SG&A. Example: Illinois Tool Works / R&D.
2023‑06-06 Data Quality Major Remove negative R&D values and import absolute value of R&D. Example: Kontigo Care.
2023‑06-05 Data Quality Minor Added financial results for Kambi Group.
2023‑06-05 Data Quality Minor Don't import Cost Of Revenue that is larger than Revenue. Example: Evolution AB. Also allow Gross Profit equals Revenue for Evolution AB (as exception).
2023‑06-03 Bug fix Minor Don't allow accumulate rebalance strategy for quarterly or half-yearly rebalance timing.
2023‑06-03 Bug fix Minor Fixed: Simulation of price did not work on instantaneous multiples.
2023‑06-02 Improvement Major Implemented Stripe as payment service. Also localised subscription page. Also hide buttons if not signed-in.
2023‑06-01 Bug fix Minor Corrected bug in retry logic to import latest quarter results. Example: Geo Energy Resources.
2023‑05-31 Data Quality Minor Had Betsson AB and Nordic Semiconductor corrected at source.
2023‑05-31 Bug fix Major Fixed currency problem in import. Example: Betsson AB.
2023‑05-31 Data Quality Minor Had Evolution AB Total Receivables corrected at source.
2023‑05-30 Bug fix Minor Fixed bug when trying to remove dividend outliers at import. Example: MRKZ.ME.
2023‑05-25 Data Quality Trivial Added industry: Personal & Household Products & Services.
2023‑05-25 Improvement Minor Show only suggested currency in the subscription page. Also improved layout and adapted localised pages.
2023‑05-25 Improvement Trivial Disable instead of hide buttons in notifications panel.
2023‑05-24 Data Quality Minor Improved detection of half yearly results. Also had quarter cash flow numbers of Piscines Desjoyaux corrected at source.
2023‑05-23 Data Quality Minor Made import more robust by accepting missing currency labels. Example: Ipsen.
2023‑05-23 Data Quality Minor Had financial quarter results corrected at source for Hermès.
2023‑05-23 Data Quality Minor Mare import more robust to accepting missing currency labels. Example: Ipsen.
2023‑05-22 Improvement Trivial Improved colors of scroll-bars in dark theme.
2023‑05-22 Improvement Minor Added update date of financial results and make it possible to get notified if it changed.
2023‑05-16 Data Quality Trivial Corrected Adj. C Shares for PETR3.SA.
2023‑05-17 Data Quality Minor Provide full historical quarter depth for OCA, Other LT Assets and Non-Controlling Interest.
2023‑05-16 Bug fix Minor Refresh non-metric fields (like earnings announcement date) after reimport.
2023‑05-16 Bug fix Minor Fixed bug in indexation after import of earnings announcement dates. Examples: Teqnion and Payton Planar Magnetics.
2023‑05-15 Bug fix Major Fixed bug in identification of industries. Example: Industrial Metals and Mining.
2023‑05-13 Bug fix Minor Fixed: Earnings announcement date was calculated instead of taken from search index if company data is not read.
2023‑05-15 Improvement Minor Apply preference of source for earnings announcement and improved update rules.
2023‑05-15 Bug fix Minor Transactions: Corrected total return currency error. Corrected date of currency conversion for invested amount. Also improved presentation of security total return. Make it possible to pick any currency.
2023‑05-12 Bug fix Critical Check consistency and handling of calculated quarters. Example: Kapsch Trafficcom / CFO.
2023‑05-13 Bug fix Minor Fixed: Not using earnings announcement from search index resulted in blanco value. Improved update of most recent and upcoming earnings announcement dates and determination of earnings announcement date.
2023‑05-12 Bug fix Minor Fixed: sometimes the conversion of a mouse-hover tooltip into a pinned text area popup failed.
2023‑05-11 Improvement Trivial Improved exception handling for missing stock price currency.
2023‑05-11 Improvement Major Use extra source for earnings announcement date. Also try to get the most recent earnings date if missing from earnings history. Keep showing recent earnings date for 40 days, until the upcoming earnings date is 50 days from now. Prevent setting earnings announcement to an earlier date. Also fixed a bug in date comparison. Examples: Rugvista Group, Koninklijke Brill, Metropole Television, Betterware de Mexico, Perdoceo Education, Somero Enterprises and U Blox Holding.
2023‑05-11 Improvement Trivial Improved layout of benchmark table.
2023‑05-09 Improvement Trivial Improved handling of missing stock price currency.
2023‑05-09 Bug fix Major Corrected problem in price history service.
2023‑05-09 Data Quality Minor Corrected historical price data for INVEO.IS
2023‑05-08 Improvement Minor Changed behavior: Instead of showing the pinned text area popup automatically it is now possible to convert a mouse-hover tooltip into a pinned text area popup by holding down the shift, control, or tab key when the mouse exits the label displaying the tooltip.
2023‑05-08 Improvement Minor Don't count inferred calculated values as fuzzy when making averages over time. Never exclude inferred calculated values from wavg. Use values up to last fiscal year to calculate wavg. Example: Sofina / GP.wavg.
2023‑05-08 Data Quality Trivial Removed AXKO, AXMD and AXSO index because no index components are available at source.
2023‑05-08 Improvement Minor Count inflation adjustments from now instead of last fiscal year when calculating period averages. Example: Sofina / GP averages.
2023‑05-08 Improvement Trivial Minor layout improvement to subscription page.
2023‑05-08 Improvement Trivial Further layout improvements to dark theme.
2023‑05-08 Bug fix Major Don't propagate fuzziness when calculating industry medium. Example: many fuzzy values for ROA industry medium. Example: Delta Industrial Resources ROA.diff ind.
2023‑05-06 Improvement Minor Support dark theme for tablet and mobile version. Improved layout.
2023‑05-06 Bug fix Minor Solved: Price chart was not working anymore on mobile version.
2023‑05-06 Data Quality Minor Added industry "Health Care Technology".
2023‑05-06 Performance Minor Avoid unneeded reading of company data.
2023‑05-06 Improvement Major Made disallowing quarter derivation from year stack based.
2023‑05-05 Improvement Major Stop importing OpEx numbers as Total OpEx.
2023‑05-05 Improvement Major Don't derive missing quarter from other quaters if all quarters are missing. Example: Christian Dior: OpEx, Metropole Television: OpEx.
2023‑05-05 Improvement Major Improved processing of cumulative quarter reporting. Example Christian Dior: CFO.
2023‑05-04 Improvement Trivial Layout improvements to dark theme. Also improved layout of backtest graph in dark theme and tabs.
2023‑05-04 Bug fix Minor Fixed: Save of logical operator for notifications did not work.
2023‑05-04 Improvement Major Allow quarter derivation from year for most income metrics, like CFO. Example: CFO quarters for Sea Ltd, Jost Werke and Christian Dior.
2023‑05-03 Bug fix Major Fixed: Dividend calculation dit not work in calculation of total return and backtest.
2023‑05-03 Improvement Minor Added Insider transactions for US (under Holders tab). Also use medium instead of short date format at several places.
2023‑05-02 Data Quality Minor Manually corrected some incorrect security currencies. Also improved exception handling.
2023‑05-02 Improvement Minor Obtain email address for Twitter based accounts. Also made some improvements to making email addresses case insensitive.
2023‑04-30 Improvement Major Make Dark theme default.
2023‑04-30 Bug fix Minor Made update of user stock settings (like notification settings) thread safe.
2023‑04-30 Bug fix Trivial Make Save button visible if changing logical operator of notification condition.
2023‑04-30 Bug fix Blocker Fixed: Twitter login not working.
2023‑04-29 Improvement Trivial Dark mode: Changed text area popup text color. Some layout improvements
2023‑04-28 Data Quality Trivial Added hide icon to mouse-hover text area popups. PS: This was not really needed because such popup can be closed by a click outside.
2023‑04-28 Data Quality Trivial Added BWP currency.
2023‑04-28 Bug fix Major Use most recent industry regular if not available. Made industry management more robust and thread safe. Added logging.
2023‑04-27 Improvement Trivial Don't transform a tooltip of an image to a text area popup.
2023‑04-27 Bug fix Major Solved: Delete saved query did not properly refresh the query list.
2023‑04-27 Bug fix Trivial Corrected SMA50 and SMA200 in Stock table.
2023‑04-27 Bug fix Major Solved: Industry data was not persisted for new industries.
2023‑04-26 Improvement Major Made it possible to run a backtest in a currency of choice. Works now also the buy and hold.
2023‑04-26 Technical Major Upgrade of authentication and authorization service.
2023‑04-25 Improvement Minor Exposed Cash Turnover.
2023‑04-25 Bug fix Major Fixed bug on currency conversion.
2023‑04-25 Improvement Minor Automatically transform a tooltip to a text area popup after showing for 7 seconds.
2023‑04-24 Data Quality Minor Beta calculation: corrected beta calculation in case of missing days. Example: SWDA.L vs IWRD.L
2023‑04-23 Performance Minor Stopped providing full historical quarter depth for Change in WC, LT investments, Total investments, Other Current Assets, Total Debt, OI, IBT and "Other, net".
2023‑04-23 Improvement Trivial Improved layout of tablet version.
2023‑04-23 Bug fix Minor Fixed: Technical graphs did not work anymore on tablet version.
2023‑04-21 Improvement Trivial Added automatic social media posting for football stocks.
2023‑04-20 Data Quality Minor Had number of shares corrected at source for 7832.T, 6954.T, 3445.T, 4848.T, 2269.T, 9983.T, 6954.T, 8035.T, 6146.T, 4527.T, 5947.T and 4063.T.
2023‑04-20 Failover Blocker Switched price service. Update: Fixed problem and restored to original now. Also corrected error on splits reader. Also changed price history service for Bombay.
2023‑04-20 Bug fix Major Fixed error in geometric mean calculation. Also corrected the period is trailing period is a full fiscal year. Example: Senseonics Holdings / RSST Accruals to Total Assets.
2023‑04-20 Improvement Minor Send application emails from peter.nees@unclestock.com instead of peter.nees@gmail.com.
2023‑04-19 Improvement Minor Adjusted beta with dividend factor if benchmarking index is distributing (US:ACWI).
2023‑04-19 Data Quality Minor Calculated historical medians of indexes.
2023‑04-19 Improvement Minor Provided TradingView chart for ETFs on ETF exchange. Example: IWM, trading on NYSE Arca.
2023‑04-19 Bug fix Minor Fixed manual reimport of ETFs from ETF exchange. Example: IWM.
2023‑04-19 Other Minor Use IWRD.L as benchmarking index for the beta of SWDA.L.
2023‑04-18 Improvement Minor Don't unnecessarily convert dividends and EPS to currency of results and totals amounts. As a result, trailing EPS is based on per share values. Example: EQNR.OL, VIE.PA.
2023‑04-18 Data Quality Minor Corrected EPS numbers for VIE.PA.
2023‑04-18 Data Quality Minor Provide full historical quarter depth for IBT and "Other, net".
2023‑04-18 Improvement Major Completed currency setup (rates and 10y treasury rates).
2023‑04-17 Data Quality Major Make currency validation for net dividends less strict. Example: EQNR.OL.
2023‑04-15 Data Quality Minor Provide full historical quarter depth for Operating Income.
2023‑04-14 Data Quality Minor Use ACWI instead of VT as benchmark for Beta calculation (America and missing history elsewhere).
2023‑04-13 Bug fix Minor Corrected error in NOR calculation by adding currency code validation. Example: Flexsteel Industries.
2023‑04-13 Bug fix Minor Corrected error in indexation by bots of industry (group) links.
2023‑04-13 New sub-metric Minor Added "Equity ratio.diff ind".
2023‑04-13 Improvement Minor Beta calculation: Improved outlier detection. Also corrected good/bad limits.
2023‑04-12 Data Quality Minor Provide full historical quarter depth for Total Debt.
2023‑04-12 Improvement Minor Make it possible to open the list with all securities for which notifications are set up. Active and not active. Under My Area > My Stock Lists. Added "Activate" and "Deactivate" buttons to the notifications panel. Created a column to see if a security has active notifications.
2023‑04-11 Data Quality Minor Had UHRN.SW EPS corrected at source.
2023‑04-11 Bug fix Minor Corrected NPE in check of buy/sell limits.
2023‑04-11 Improvement Minor Added back the option to choose whether notification emails must be resend.
2023‑04-11 Bug fix Minor Corrected refresh bug after change of currency if selected item in list does not match stock in details panel.
2023‑04-10 Bug fix Minor Set locale to US when formatting numbers on the server.
2023‑04-10 Bug fix Minor Corrected error of header line in output of stock list to csv. Example: if view contained "Beta.5y SD".
2023‑03-30 New metric Minor Added
  • Beta.5y SD
  • Beta.diff ind
2023‑03-30 Improvement Trivial Made SPY home listing for S&P500.
2023‑03-30 Improvement Major Applied sub-sampling to Beta calculation.
2023‑03-30 Bug fix Major Financial results were inadvertently imported from listings on alternative exchanges, like Stuttgart. Example: D6H.SG.
2023‑03-30 Data Quality Minor Had financial results of Datagroup corrected at source.
2023‑03-30 Data Quality Minor Had financial results of Wellard corrected at source.
2023‑03-29 Bug fix Minor Beta calculation: Corrected error in outlier removal (negative outliers). Also use difference with market return in outlier detection and increased the outlier threshold to ln(1.35).
2023‑03-29 Improvement Minor Beta calculation: Use logarithmic returns.
2023‑03-29 Bug fix Minor Skip 0 values in geometric mean calculation.
2023‑03-29 New metric Minor Added
  • Annualized Total Return.8y gmean
  • Annualized Total Return.15y gmean
    		•
    2023‑03-29 Improvement Minor Increased the maximum of stocks to check email notification to 250.
    2023‑03-28 Improvement Minor Don't derive quarter (non-cost) income metrics from previous year. Example: Dunelm Group / revenue, NOPAT...
    2023‑03-28 Bug fix Minor Don't set "financial results as-of date" if the results are not accepted (due to for instance suspicious currencies).
    2023‑03-28 Bug fix Major Beta calculation: Clear injected index data before injecting data of another index (VT).
    2023‑03-28 Improvement Minor Derive quarters up to the last quarter of results of the company. Enabled quarter derivation from year for Operating Income. Example: Wellard / OI.
    2023‑03-28 Improvement Minor Generate stock symbols containing notification conditions in notification email.
    2023‑03-27 Improvement Major Added a "Remove notifications" button.
    2023‑03-27 Bug fix Critical Corrected caching error for number of shares. Prefer calculating quarterly WASO using Adj. C. Shares over using historical value. Example: BCI.AX.
    2023‑03-27 Data Quality Minor Corrected number of shares for BCI.AX
    2023‑03-27 Markets Minor Provided some data (EPS) for Bucharest.
    2023‑03-27 Improvement Minor Provided Beta for Bucharest exchange, by identifying a home quote even if no fundamentals are available for an exchange.
    2023‑03-26 Bug fix Minor Limited the number of processed stocks to max 100 in the email notifications. Also optimized the process.
    2023‑03-25 Data Quality Minor Had financial results (currency) of Nordic Semiconductor corrected again by source.
    2023‑03-24 Improvement Trivial Improved layout of search dialog.
    2023‑03-24 Improvement Trivial Made polling for ready import less frequent.
    2023‑03-23 Improvement Minor Provided import for 'Other long-term assets".
    2023‑03-23 Improvement Major Use regional world indexes for beta calculation. Australia, East-Asia: 1550.T. Russia, Middle-East, Europe and Africa: EUNL.DE, UK: IWRD.L, Canada: XWD.TO. Rest: VT.
    2023‑03-23 Improvement Trivial Made criterion panel a bit wider.
    2023‑03-23 Data Quality Minor Provide full historical quarter depth for LT investments, Investments, OCA and Other LT Assets.
    2023‑03-22 Data Quality Minor Corrected EPS for Genel Energy.
    2023‑03-22 Documentation Trivial Improved tutorial section on notifications. Als made headings a bit larger.
    2023‑03-22 Improvement Minor Show total size of a stock list (position / loaded size / total size), not just the number of loaded elements.
    2023‑03-22 Improvement Major Don't use estimates for historical time windows. Don't show estimates for historical values in quarter view. Example: Eramet, Ekotechnika, Embark Education Group - Revenue.
    2023‑03-22 Improvement Critical Implemented model for currency rates that makes daily conversion possible. The new model is not yet used in its granularity. Completed currency drop down and provided risk free rates for them. Only one minor change: End of March rate used instead of end of April.
    2023‑03-21 Improvement Trivial Increased sector column width.
    2023‑03-20 Improvement Minor Moved personal stock info back to notifications tab.
    2023‑03-18 Data Quality Minor Import: Skip Shareholders' Equity if too small. Example: Synergie.
    2023‑03-17 Improvement Minor Improved showing loading visual.
    2023‑03-17 Bug fix Minor Fixed NPE during import if CapEx was missing. Example: Fuchs Petrolub.
    2023‑03-14 Bug fix Critical Use exact currency rates in calculation of Beta. Example: VGS.AX.
    2023‑03-14 Improvement Major Use previous close price instead of open price as start of period.
    2023‑03-13 Data Quality Minor Had number of shares for BYAN.JK corrected at source. Also improved consistency check in import of Adj. C Shares.
    2023‑03-13 Improvement Minor Beta calculation: Improved outlier removal.
    2023‑03-11 Improvement Minor Beta calculation: Adjust prices to USD and remove outlier returns. Also remove existing values during import.
    2023‑03-11 Improvement Trivial Increased default height of list panel.
    2023‑03-11 Bug fix Minor Removed current year as option for backtest option begin and end.
    2023‑03-10 Improvement Critical Use world index (VT) for Beta. Use 5 years, monthly returns.
    2023‑03-10 Data Quality Minor Change price source for Thailand.
    2023‑03-10 Data Quality Minor Had financial results (currency) of Nordic Semiconductor corrected by source.
    2023‑03-10 Improvement Trivial Increase minimum depth needed for beta calculation.
    2023‑03-10 Performance Minor Let per share metrics reuse (cached) total amounts metrics.
    2023‑03-09 Bug fix Major Incomplete fuzziness was not always set if components were missing. Example: Catana Group Change in WC.
    2023‑03-09 Data Quality Major Allow quarter derivation from year if ‘all‘ quarter results are missing. Allow derivation from year for Change in WC. Example: Catana Group.
    2023‑03-08 Data Quality Minor Had Flanigan‘s Enterprises Depreciation and Amortization corrected at source.
    2023‑03-08 Improvement Minor Improved scaling of Greenblatt score.
    2023‑03-08 Improvement Minor Put the More and Refine buttons out of stock list scrollbar panel. Also fixed a bug that all tabs get repainted when moving splitter.
    2023‑03-08 Improvement Minor Make it possible to exclude securities from search with fuzzy value on condition metrics.
    2023‑03-07 Documentation Trivial Made a tutorial section on notifications
    2023‑03-06 Bug fix Minor Corrected import rules and avoid double values for "Other, Net".
    2023‑03-06 Improvement Minor Exposed for search:
    • EBITDA 10y CAGR
    • EBIT 10y CAGR
    • Gross margin 3y avg
    • Gross margin 10y avg
    • EBITDA Margin 3y avg
    • EBITDA Margin 10y avg
    • EBIT Margin 3y avg
    • EBIT Margin 10y avg
    • ROE 3y avg
    • ROCE 3y avg
    • Net Debt/ Equity 3y avg
    • Net Debt/ Equity 5y avg
    • Net Debt/ Equity 10y avg
    2023‑03-06 Improvement Trivial
    • Added 3y avg and 10y avg for financial results metrics like FCF.
    • Added averages to Net Debt/ EBITDA and Debt Leverage ratio.
    • Added averages to WASO and Adj. C. Shares.
    2023‑03-06 Improvement Trivial Beschrijving voor Beta verbeterd.
    2023‑03-06 Improvement Minor Use OTC as home market for import as last option to pick a home quote. Otherwise the beta calculation failed. Example: Commercial International Bank Egypt.
    2023‑03-03 Documentation Trivial Added extra full-text search sample to tutorial page on screening
    2023‑03-03 Documentation Trivial Added extra full-text search sample to tutorial page on screening
    2023‑03-03 Documentation Minor Made a tutorial page on portfolio management. Also improved layout of the tutorial pages.
    2023‑03-03 Improvement Trivial Made advice column a bit wider.
    2023‑03-02 Improvement Minor Reorganized/removed "My position" tab: personal stock information moved to "Information", notification setup moved to "Notification" and transaction management moved to "Transactions" tabs.
    2023‑03-01 Data Quality Trivial Skip number of shares < 7.000. Example: FEC.TO.
    2023‑02-28 Improvement Minor Improved content and layout of stock condition notification email. List true conditions. Also give the option to choose whether notification emails must be resend.
    2023‑02-28 Bug fix Minor Corrected: Beta used only one year of history instead of 3. Also did small correction to injection of index data for equity beta calculation.
    2023‑02-27 Data Quality Minor Ignore positive year estimate if it leads to negative quarter value that is derived as rest value from that year. Example: Epsilon Energy Revenue.
    2023‑02-25 Bug fix Trivial Fixed: Price vs MA.b/on sma50/200 was not recalculated when needed.
    2023‑02-24 Data Quality Minor Had Operating Income corrected at source for STMicroelectronics.
    2023‑02-24 Bug fix Trivial Fixed: Price vs Top/Bottom.Price vs 1y was not recalculated when needed.
    2023‑02-23 Improvement Trivial Improved mouse-hover explanation of Cost of Debt.
    2023‑02-23 Data Quality Minor Updated 10 Years Treasury Rates and corporate Bonds 20 Year A Rate.
    2023‑02-23 Bug fix Minor Prevent empty calculation dates by preventing caching of stocks without calculation date.
    2023‑02-22 Data Quality Minor Had number of shares corrected at source for ALALO.PA.
    2023‑02-22 Data Quality Minor Clean Floating Stock values that were imported before last split. Example: ALALO.PA.
    2023‑02-22 Data Quality Minor Skip number of shares below 1500. Example: ALALO.PA.
    2023‑02-21 Improvement Major Own implementation of Equity Beta, comparing against the home market. Market specifics (Index or EFT) will be added gradually.
    2023‑02-21 Bug fix Minor Made distinction between historical price data of ^GSPC and ^SP500TR.
    2023‑02-21 Improvement Trivial Added Turkey BIST 100.
    2023‑02-20 Improvement Major Improved calculation of quarterly gross profit if negative and year value positive. Examples: Unilever, KWS SAAT, Topicus.com and Alkemy.
    2023‑02-20 Bug fix Trivial Set calculation date when building medians.
    2023‑02-18 Data Quality Trivial Corrected historical Equity Risk Premium for Australia.
    2023‑02-18 Improvement Trivial Let Uncle Stock score use "Total Return.1y change" instead of "Ann. Total Return.1y change".
    2023‑02-18 Improvement Minor Improved propagation of missing values and fuzziness, making scores less sensitive for fuzziness. Example: Made Westwood Holdings and Coinbase Quality score (and Uncle Stock score) non-fuzzy.
    2023‑02-16 Bug fix Major Fixed last quarter metrics caching error. Example: Champion Iron / "Revenue.qtr: 1y growth" export to csv.
    2023‑02-16 New Metrics Minor Renamed short name of "Annualized Total Return" to "Ann. Total Return". Added:
    • Total Return.30d change (exposed)
    • Total Return.90d change (exposed)
    • Total Return.180d change (exposed)
    • Total Return.1y change
    • Annualized Total Return.30d change
    • Annualized Total Return.90d change
    • Annualized Total Return.180d change
    Also show these sub-metrics in restricted (show more-less) mode. Also show 2 decimals for less than a year price or total return values. Also made "price.YTD change %" an evolution metric. Update: Corrected bug in case of missing dividends.
    2023‑02-16 Improvement Minor Exclude estimates from calculation of "qtr: 1y growth". Example: Betsson / "Revenue.qtr: 1y growth".
    2023‑02-16 Data Quality Minor Removed incorrect 2022 Change in WC for Alliance Resource Partners.
    2023‑02-16 Data Quality Minor Try calculating Gross profit using year, or previous year, Gross margin, if quarter value is derived form past. Example: Evolution AB.
    2023‑02-16 Bug fix Major Fixed NPE in import.
    2023‑02-16 Data Quality Minor Added industry group: Consumer discretionary.
    2023‑02-16 New Metric Minor O'Shaughnessy VC3. Also added a O'Shaughnessy view. Also added it to the scores table.
    2023‑02-16 Data Quality Minor Had Shareholders' Equity corrected and Change in WC at source for Alliance Resource Partners. Added extra check to prevent this form happening again.
    2023‑02-15 Bug fix Minor Set calculation date for mediums.
    2023‑02-15 Bug fix Major Prevent empty calculation dates.
    2023‑02-14 Data Quality Minor Improved import of security types.
    2023‑02-14 Data Quality Major Improved detection of preferred shares: if a (US) stock symbol consists of 4 letters, and the 3 first letters are a listing of the company, then the 4 letter symbol is a preferred stock. Example: AFGB, AFGC, AFGD are preferred stocks, AFG is common.
    2023‑02-14 Bug fix Major Corrected NPE when importing cash flow statement.
    2023‑02-14 Improvement Trivial Make view selector a bit wider.
    2023‑02-14 Data Quality Minor Had Operating Income corrected at source for Sixt.
    2023‑02-13 Improvement Trivial Don't allow multi-year price tops and bottoms as a column in the stock list (make them 'red').
    2023‑02-13 Improvement Trivial Improved too many backtests error message.
    2023‑02-12 Bug fix Major Corrected price bottoms and tops in case of price in pence. Also show currency for the price bottoms and tops. Also made sub-metric names of Price vs Top/Bottom consistent.
    2023‑02-10 Bug fix Trivial Fixed BC charts for Italy.
    2023‑02-10 Improvement Trivial Improved position of account menu.
    2023‑02-10 Technical Minor Upgraded Google Analytics.
    2023‑02-09 Bug fix Trivial Fixed shift select on white board.
    2023‑02-09 Bug fix Minor Fixed bug in showing technical chart with compare to index if security has no sector. Fixed bug in comparing technical chart with list of non-US securities. Improved comparison enabling/disabling. Don't remove comparison symbol list on getting focus. Also switched position between compare to index with compare to security.
    2023‑02-08 Improvement Trivial Show "dividends excluded" mouse-hover tooltip on return of stock list.
    2023‑02-07 Improvement Minor Adjusted scaling of Financial Health score.
    2023‑02-07 Improvement Minor Make it possible to load a list of symbols (+ button) without need for recalculation if price has changed and/or without the need to recalculate technical indicators. Prevent indexation of a stock without calculated technical indicators
    2023‑02-07 Improvement Minor Switched colors of following metrics, making high value good, because they are mostly used as momentum indicators:
    • Price vs Top
    • Price vs Bottom
    • Price vs MA
    • Price.pos vs 1y
    2023‑02-01 Bug fix Minor Corrected bug on import from new source of CFO. Example: Alliance Resource Partners.
    2023‑02-01 Data Quality Minor Detect and correct incorrect sign of CapEx at import. Example: Taiwan Semiconductor Manufacturing.
    2023‑02-01 Data Quality Minor Prevent ST Debt & Leases to be larger than Current Liabilities. Also prevent ST Debt and Leases to be extrapolated from past. Example: Sofina. Prevent LT Debt & Leases to be larger than LT Liabilities. Also avoid subtracting negative liabilities when calculating the alternative.
    2023‑02-01 Data Quality Minor Provided extra import for Total Debt.
    2023‑02-01 Improvement Minor Reimport stocks 15 days after earnings if data is still missing.
    2023‑01-31 Improvement Critical Support time windows (like trailing) for instantaneous metrics (like balance), taking the end of the time window as a value As a result, DIO, DSO and DPO use the time window ending for their numerator. Also, for DIO, DSO and DPO, show the instantaneous sub-metrics as 'uses' metric in the metric view widget. Also updated tab label of the metric viewer (and localised them): Time window.
    Updates:
    1. Corrected bug leading to incorrect margins (and margin growth). Also corrected bug specific to rolling-1. Example: Upstart Holdings, Mapspeople.
    2. Corrected usage of Analyst recommendation and number of analysts in Uncle Stock score. Example: Societe Pour l'Informatique Industriëlle. Made Analyst recommendation, AQI and LEVI instantaneous metrics.
    3. Like it was before, use recent or latest for trailing (not the other time windows) of instantaneous metrics.
    2023‑01-31 Data Quality Major Stop skipping liabilities data at import out of fear that they include non-controlling interests. Impact on US stocks. Example: INVA.
    2023‑01-31 Technical Trivial Refactored search.
    2023‑01-31 Data Quality Major Updated Equity Risk Premiums, based on Damodaran's data. Also updated some country tax rates.
    2023‑01-31 Bug fix Minor Use correct quarters for DIO, DPO and DSO year average. Example: Champion Iron.
    2023‑01-31 Improvement Minor Skip DIO, DPO and DSO if revenue is not meaningful. Example: Champion Iron.
    2023‑01-30 Data Quality Minor Had number of shares history for GKP.L corrected at source.
    2023‑01-30 Improvement Minor Try to get new earnings sooner for US.
    2023‑01-30 Bug fix Minor Fixed bug (NPE): trying to remove by name instead of symbol.
    2023‑01-30 Bug fix Minor Fixed bug in security list builder (chunk size to big).
    2023‑01-26 Bug fix Major Fixed bug in outlier removal (for number of shares).
    2023‑01-26 Bug fix Major Corrected period determination for new data source.
    2023‑01-26 Bug fix Minor Accept float values for new data source.
    2023‑01-26 Cost and Performance Major Made import more efficient by not processing company level results for foreign listing. Refactoring of import and bug fix.
    2023‑01-25 Bug fix Minor Increased the limit of number of listings for a company. Example: Alphabet.
    2023‑01-25 Improvement Major Moved non-controlling interest from liabilities to equity. Stop adjusting liabilities by adding non-controlling interest. Adapted to the following:
    • Equity = Total Assets − Total Liabilities
    • Shareholders' Equity (if not available from source) = Equity − Non-controlling interest
    • Non-controlling interest (if not available from source) = Equity − Shareholders' Equity (from source)
    Also use Shareholders' equity as Equity if missing. Example: Infotel.
    2023‑01-25 Data Quality Minor Provided extra import for Capital Stock.
    2023‑01-25 Bug fix Minor Don't set growth rate estimate to 0 if missing at import. Example: Rana Gruber.
    2023‑01-24 Improvement Minor Let the PEG and variants use "5y rCAGR" instead of "rCAGR 67%".
    2023‑01-23 Data Quality Minor Give preference to value from source for Shareholders' Equity.
    2023‑01-23 Data Quality Minor Provide extra import for Deferred Tax Assets.
    2023‑01-23 Data Quality Major Suppose alle non-US countries follow IFRS and adjust all their LT liabilities by adding Non-controlling Interest.
    2023‑01-23 Data Quality Major Extended new data source to full use. Use it for the moment only to get missing data.
    2023‑01-23 Bug fix Major Corrected import of Non-current Assets.
    2023‑01-23 Markets Minor Stopped support for Zurich Stock Exchange.
    2023‑01-23 Performance Major Improved performance of appending a symbol list to the white board. Also allow lower case symbols and check if they already exist.
    2023‑01-20 Bug fix Major Fixed: Average, SD and CV calculation failed if all elements are fuzzy. Example: Upstart Holdings / Gross Profit.
    2023‑01-19 Data Quality Major Added new data source for a few years of yearly financial results for US markets. This is a test - more will follow.
    2023‑01-19 Data Quality Major Provide extra import from for:
    1. Other current liabilities
    2. Deferred revenue, Current
    3. Other long-term liabilities
    4. Preferred stock
    5. Common stock
    6. Accumulated other comprehensive income
    7. Equity
    8. Shareholder's Equity
    9. Common stock issued
    10. Net CapEx
    11. Free Cash Flow
    2023‑01-18 Improvement Minor Show error message if search failed, in particular when parsing the free text expression fails.
    2023‑01-17 Improvement Major Avoid fuzzy year averages in case of half year reporting. Example: Infotel / Invested Capital.
    2023‑01-17 Improvement Trivial Added Economic spread to Profitability overview.
    2023‑01-17 Improvement Minor Improved Quality score: increased weight of Economic spread, decreased weight of ROCE.
    2023‑01-17 Bug fix Minor Let Share turnover use correct year for the median volume.
    2023‑01-17 Improvement Minor Added Quality tag
    2023‑01-16 Data Quality Minor Skip negative revenu quarter value if year value is positive. Example: BGSF.
    2023‑01-16 Bug fix Major Fixed bug checking rights based on subscription level. Also removed irrelevant subscription pack warning in Suggestions panel.
    2023‑01-16 Data Quality Trivial Overrule last trading date of QIWI.
    2023‑01-13 Data Quality Minor Accept historical NOK values and had "Change in WC" corrected at source for Nordic Semiconductor.
    2023‑01-12 Bug fix Major Fixed bug in processing of half-yearly results. Also had "Van de Velde" Change in WC fixed at source. Example: Van de Velde / Change in WC 2021 quarters.
    2023‑01-12 Data Quality Major Don't include calculated value of missing quarter when truing to derive it from year result. Always calculate Cash-NOPAT. Example: Van de Velde / Cash-NOPAT 2021 quarters.
    2023‑01-12 Improvement Minor Improved layout and content of landing page.
    2023‑01-11 Improvement Major Make dividend yield (and some others) 0 if dividend is missing. Example: IPCO.TO Dividend yield.
    2023‑01-10 Bug fix Critical Fixed: Results were incorrectly processed as half-yearly. Example: Betsson.
    2023‑01-10 Data Quality Minor Corrected Stock issued (repur) for Red Electra.
    2023‑01-09 Improvement Minor Exposed for searching:
    • ROIC.5y avg
    • Gross CapEx.5y CAGR
    • Net Income.10y CAGR
    • Total Debt.5y CAGR
    • Net Margin.10y avg
    • LT Reinv.amount
    • LT Reinv.5y CAGR
    • FCF.1y CAGR
    • Cash and Equivalents.amount
    2023‑01-08 Data Quality Trivial Skip gross profit at import if it has a minimal difference with the revenue. Example: Streamwide.
    2023‑01-08 Bug fix Critical Don't set TTM dividend to 0 if missing at source. Corrected calculation of yearly dividend. Corrected dividend growth calculation. Example: IG.MI.
    2023‑01-06 Bug fix Minor Fixed: Exclude stocks not trading over x months did not work.
    2023‑01-05 Data Quality Major Improved automatic detection of half-yearly results for current year. Example: Streamwide.
    2023‑01-04 Improvement Trivial Let export to csv fail fast if symbol not found.
    2023‑01-04 Improvement Minor Added My Rating (text). Also fixed sorting error on home country and My Rating.
    2023‑01-04 Bug fix Trivial Allow wrapping of headers of textual columns.
    2023‑01-03 Data Quality Trivial Had BRLT OI corrected at source.
    2023‑01-03 Improvement Minor Make it possible to use a logical OR between the notification conditions.
    2023‑01-03 Improvement Minor Remove an outlier instead of highest and lowest values when doing a regression or calculating a standard deviation.
    2023‑01-02 Data Quality Minor Refined removal of number of shares outliers. Example: 6480.T.
    2023‑01-02 Documentation Trivial Added sample to screening tutorial using location.

    Open Archive 2022.