Change log
| date | type | importance | description |
|---|---|---|---|
| 2025‑12-31 | Improvement | Minor | Exposed for search:
|
| 2025‑12-31 | Bug fix | Minor | Fixed: incorrect validation rule of number of shares for SWGAY caused missing WASO. |
| 2025‑12-31 | Data Quality | Minor | CTYMF: corrected WASO. |
| 2025‑12-30 | Data Quality | Minor | Petroleo Brasileiro SA Petrobras: Had financial results (currency) corrected at source. |
| 2025‑12-30 | Data Quality | Trivial | Made PETR3.SA a listing of Petroleo Brasileiro S.A. |
| 2025‑12-30 | Data Quality | Minor | XPBRA.MC and PETR.SA: skip unrealistic number of shares. |
| 2025‑12-30 | Improvement | Major | Import: improved cross checking between current Adj. C. Shares and historical WASO. Example: PETR3.SA. |
| 2025‑12-30 | Data Quality | Trivial | Made PETR3.SA a listing of Petroleo Brasileiro S.A. |
| 2025‑12-29 | Data Quality | Minor | Hub24: Had revenue corrected by source. |
| 2025‑12-27 | Data Quality | Minor | RACE: Had historical WASO corrected by source. |
| 2025‑12-25 | Data Quality | Minor | RACE.MI: Had historical WASO corrected by source. |
| 2025‑12-25 | Bug fix | Minor | Corrected fiscal year header text in quarterly metric viewer. |
| 2025‑12-24 | Bug fix | Minor | Fixed: Exclude filter conditions were not shown when opening a query definition in the UI. |
| 2025‑12-24 | Data Quality | Minor | UHRN.SW: corrected WASO. UHR.SW: corrected current Adj. C Shares. Also apply the listing specific validation and overruling at import to the current Adj.C. Shares. |
| 2025‑12-23 | Improvement | Major | Use current price in last quarter used for search. |
| 2025‑12-23 | New metric | Minor | Added TTM-based variants for valuation multiples. Created "b/on TTM" and "% b/on TTM" sub-metrics, now available for most income statement and cash flow multiples and yields. |
| 2025‑12-23 | Improvement | Trivial | Show that "Price/ Sales" uses Market cap |
| 2025‑12-23 | Improvement | Trivial | Renamed Trailing sub-metric to TTM. |
| 2025‑12-22 | Improvement | Minor | Improved and corrected year header text in annual metric viewer. |
| 2025‑12-22 | Improvement | Trivial | Renamed
|
| 2025‑12-18 | Improvement | Minor | Make incorrectly delisted securities listed again. Example: Bucharest stocks. |
| 2025‑12-18 | Improvement | Minor | Added a description on multiple sort criteria in the Screening tutorial. |
| 2025‑12-17 | Bug fix | Minor | Use calculated value for sub-component of total liabilities if value from source is not realistic. Example: Petros Pharmaceuticals / Total Debt & Lease. Update: fixed bug, introduced by this change. |
| 2025‑12-17 | Bug fix | Major | Fixed: Multi-criterium sort did not work anymore after Elastic client upgrade. |
| 2025‑12-16 | Bug fix | Critical | Fixed: Price data not loading since latest deployment. |
| 2025‑12-16 | Improvement | Minor | LT Total Debt & Lease: Use historical value from up to one year ago as maximum for alternative calculation (starting from Non-current Liabilitiies). |
| 2025‑12-16 | Improvement | Minor | Allow "Non-current liabilities" to be (larger or) equal to Other LT liabilities. Use 0 as "Other Long-term liabilities" in comparison with "Non-current liabilities" when non significantly small. Example: S2Medical. |
| 2025‑12-16 | Bug fix | Minor | Fixed: Bucharest Stock Exchange was not working. |
| 2025‑12-12 | Improvement | Minor | Default currency on the subscription page is now automatically selected based on the user’s locale (USD for US/other USD-preferred regions, EUR for Europe), while still allowing users to manually switch currencies. The currency toggle (USD/EUR) is now always visible, even when no user ID is provided and the subscription warning is shown. |
| 2025‑12-11 | Bug fix | Minor | Improved metric search navigation in metric tree: fixed scroll positioning and hover tooltip behavior. |
| 2025‑12-10 | Improvement | Minor | Improved layout of landing page. |
| 2025‑12-10 | Data Quality | Minor | CHER.V: Had historical WASO corrected by source. |
| 2025‑12-10 | Data Quality | Trivial | 0975.HK: skip an incorrect WASO value form source. |
| 2025‑12-9 | Data Quality | Minor | Thor Explorations: removed old obsolete financial results in incorrect currency which made skip the import of new results. Also fixed bug in removal of results. |
| 2025‑12-9 | Data Quality | Minor | MYG.AX: removed incorrect historical WASO values. Had values corrected by source. |
| 2025‑12-9 | Data Quality | Minor | AEP.V: corrected industry group (and sector). |
| 2025‑12-8 | Bug fix | Minor | Use "Revenue.next yr est (src)" and "EPS.next yr est (src)" for Growth rate. Also improved applying weights. |
| 2025‑12-6 | Bug fix | Major | Reverted temporary web.xml header changes caused by a DTD availability issue, which had led to runtime failures. |
| 2025‑12-5 | Improvement | Minor | Added "Revenue.next yr est (src)". |
| 2025‑12-4 | Performance | Minor | Don't perform future calculation of Mohanram G-score. Don't get future mediums. |
| 2025‑12-3 | Improvement | Minor | CSV export: quit service earlier in case of errors. Also improved error handling for CSV export. |
| 2025‑12-3 | Improvement | Minor | Make first time import of listing data work. |
| 2025‑12-3 | Improvement | Minor | Updated api documentation on view names. Removed "history" parameter. |
| 2025‑12-3 | Improvement | Trivial | let "More stocks..." blink for a few seconds. |
| 2025‑12-3 | Improvement | Minor | Re-designed subscription page. |
| 2025‑12-3 | Improvement | Trivial | Show messages to make clear which backtesting option combination is not supported. |
| 2025‑12-2 | Data Quality | Minor | ALK.AX, ALK.TO: Allow recent move in number of shares due to merger. Import history before fiscal year change. |
| 2025‑12-2 | Improvement | Major | Import recent Adj. C Shares from source. Removed market cap based calculation, because not available anymore. Example: ALK.AX. |
| 2025‑11-26 | Data Quality | Minor | Dolfin Rubbers: Had reporting dates corrected at source. |
| 2025‑11-26 | Improvement | Minor | Net PP&E: Don't use value derived from previous CapEx if greater than Non-current Assets − Goodwill & Intangibles. Example: Exxe Group. |
| 2025‑11-25 | Improvement | Minor | Improved and refactored checking of disposable emails. |
| 2025‑11-25 | Data Quality | Minor | Steppe Gold: financial results were not imported due to inconsistency with older data. |
| 2025‑11-23 | Bug fix | Minor | Fixed: Notification panel did not save conditions. |
| 2025‑11-23 | Cost | Minor | Don't try to calculate fundamental metric for non-equity. Don't try to get tax rate for non-equity securities. Example: GOOG.L. |
| 2025‑11-22 | Improvement | Minor | Added top level menu item with link to prices / subscription packs. |
| 2025‑11-22 | Bug fix | Major | Fixed: Notification panel did not show metrics anymore. |
| 2025‑11-22 | Bug fix | Major | Fixed: Caching failed for users with a lot of data. |
| 2025‑11-21 | Markets | Minor | Added country: Lebanon. Example: BLOM Bank. |
| 2025‑11-21 | Markets | Minor | Provided financial results for Ho Chi Minh. Example: APG.HCM. |
| 2025‑11-20 | Data Quality | Minor | Andean Precious: Had correct financial results provided by sources. |
| 2025‑11-20 | Bug fix | Minor | Fixed: Balance sheet import failed from FMP if LT investments were missing. |
| 2025‑11-20 | Improvement | Trivial | Don't perform future calculation of Mohanram G-score. |
| 2025‑11-20 | Bug fix | Trivial | Correct format of formula for "Adjusted Total Liabilities". |
| 2025‑11-19 | Bug fix | Major | Missing values were not always set to 0 if missing. Example: GRK Infra "ST Debt & Lease" using missing "ST Lease". |
| 2025‑11-18 | Data Quality | Minor | Removed incorrect documents from search index for: IMBI, IMBIQ, TIO and 0FOS.L. |
| 2025‑11-18 | Data Quality | Minor | Okea: provided missing financial results (due to change in reporting currency). |
| 2025‑11-18 | Data Quality | Minor | Added validation to ensure Other Long-Term Assets are not incorrectly classified as Long-Term Investments during import. Example: Rana Gruber. |
| 2025‑11-17 | Data Quality | Minor | Betterware de Mexico: Had cashflow corrected by source. |
| 2025‑11-17 | Improvement | Major | Improved content and layout of landing page. |
| 2025‑11-16 | Improvement | Minor | Send confirmation email for users that resubscribe. |
| 2025‑11-16 | Bug fix | Minor | Fixed: Popup message no longer escapes HTML tags. |
| 2025‑11-15 | Data Quality | Trivial | Tinc: Had Non-current Assets corrected at source. |
| 2025‑11-15 | Data Quality | Minor | Amazon: Had cashflow corrected by source. |
| 2025‑11-13 | Data Quality | Minor | Long-term Investments: Apply maximum boundary check; use previous value or recalculate if exceeded. Example: Episurf Medical, Royal Gold and Information Services Corp. |
| 2025‑11-12 | Bug fix | Critical | Fixed: Search was not working after Flexible matching change. |
| 2025‑11-12 | Improvement | Trivial | Don't try to calculate historical Mohanram G-score on client. |
| 2025‑11-12 | Improvement | Trivial | Improved layout of technical chart header. |
| 2025‑11-11 | Data Quality | Minor | Had WASO corrected at source for PNOR.OL. |
| 2025‑11-11 | Improvement | Minor | Updated tutorial on screening. |
| 2025‑11-11 | New feature | Major | Flexible ranking: if a filter has 2 or more "should" conditions, results are now automatically sorted by Elasticsearch _score so that documents matching more "should" conditions appear first, while still keeping field-based sorting. Silver subscription is required. |
| 2025‑11-10 | New feature | Major | Flexible matching by using "should" on a filter condition. Remark: minimum_should_match is hard-coded to floor(2/3 × number of should conditions). Silver subscription is required. |
| 2025‑11-7 | Improvement | Minor | Let Mohanram G-score use "Accruals to Assets" instead of CCR. |
| 2025‑11-7 | Robustness | Minor | Lowered chunk size for caching exchange listings. |
| 2025‑11-6 | Improvement | Trivial | Added category: Trading--Leveraged Equity. Example: ProShares Ultra FTSE China 50. |
| 2025‑11-6 | Improvement | Minor | Import meta data for ETFs. Also made import more robust for missing sharesStats. Example: ProShares Ultra FTSE China 50. |
| 2025‑11-6 | Improvement | Minor | Import meta data from NYSE Arca. Example: ProShares Ultra FTSE China 50. |
| 2025‑11-6 | Improvement | Minor | Use fallback for home country if address is missing. Also support ISO3 in import. Examples: NH Investment & Securities and ProShares Ultra FTSE China 50. |
| 2025‑11-6 | Cost | Minor | Don't try to calculate intrinsic value for securities that are not company based. |
| 2025‑11-6 | Improvement | Minor | Improved detection of Preferred Shares. Example: 005945.KQ. |
| 2025‑11-6 | Improvement | Trivial | Did some improvements to the description of the api. |
| 2025‑11-6 | Improvement | Trivial | Improved header styles of documentation. |
| 2025‑11-5 | Improvement | Trivial | SGAI metric: changed definition to small is good, for the sake of the conservative value in Beneish F-score. |
| 2025‑11-5 | Improvement | Minor | Don't extrapolate Quality of earnings ratios. Example: Marine Petroleum / Accruals to Assets. |
| 2025‑11-4 | Bug fix | Minor | Fixed: securities hint list was not complete because missing exchange. Update missing exchanges incrementally. Update 2025‑11-5: Fixed: Hint list was not loading. |
| 2025‑11-4 | Improvement | Minor | "Cash Sales.1y growth": Added handling of meaningless or negative revenue. Example: Keros Therapeutics. |
| 2025‑11-4 | Improvement | Minor | GMI, SGI, DSRI and SGAI metrics: Changed handling of meaningless revenue. Example: Indiana Resources. |
| 2025‑11-3 | Improvement | Minor | Provide more ISIN codes in security hinting. |
| 2025‑10-31 | Bug fix | Major | Fixed: Caching of security sets dit not work properly. Security set chunk size was too big. Caching of large security sets created 1 chunk too many. |
| 2025‑10-31 | Bug fix | Minor | Fixed: Penalisation of bad Dechow F-score did not work in Uncle Stock score and Trap score. Also show Dechow F-score.Numerical score (F-score) under Uncle Stock score's and Trap score's uses. |
| 2025‑10-30 | Improvement | Minor | Truncate factors of Dechow F-score. |
| 2025‑10-30 | Improvement | Minor | Truncate factors of Beneish-M score. Example: Morgan Advanced Materials / SGAI. Update 31-10: Changed AQI threshold to 3. |
| 2025‑10-30 | Bug fix | Trivial | Fixed: Accruals to Assets metrics were empty in "is related to" rows. |
| 2025‑10-30 | Improvement | Trivial | Export of LEVI metric did not show decimals. |
| 2025‑10-29 | Improvement | Trivial | Made header in year metric viewer fixed height when moving to past. |
| 2025‑10-29 | Improvement | Minor | Skip importing price data further if price change is too large. Example: FTFT - Also had price history corrected at source. |
| 2025‑10-28 | New Metric | Minor | NOA Accruals to Total Assets. |
| 2025‑10-23 | Bug fix | Major | Fixed: In UI, country functions, like tax rate, used last available value instead of recent when missing. This caused for instance differences in "Tax rate.5y medium" between backend and UI. |
| 2025‑10-23 | Data Quality | Minor | Updated country tax rates. |
| 2025‑10-23 | Data Quality | Trivial | 2558.T: Had exchange corrected at source. |
| 2025‑10-23 | Data Quality | Minor | ADDT-B.ST: Had historical price data corrected at source. |
| 2025‑10-22 | Improvement | Minor | Reject and skip import of negative values for Depreciation, Amortisation, and Depreciation & Amortization, and attempt to recalculate depreciation when such cases occur. Example: Idaho Strategic Resources. |
| 2025‑10-22 | Data Quality | Trivial | Map XHEL code to Helsinki exchange. Example: POSTI.HE. |
| 2025‑10-21 | Data Quality | Trivial | TINC.BR: Had WASO corrected at source. |
| 2025‑10-21 | Improvement | Minor | Added WASO.20y CAGR |
| 2025‑10-19 | Improvement | Trivial | Increased max capacity of search in stock set. |
| 2025‑10-16 | Improvement | Major |
|
| 2025‑10-16 | Improvement | Minor |
|
| 2025‑10-15 | Data Quality | Major | Refine last trading date calculation by checking price history for the most recent trade with non-zero volume and a price change. Examples: 2060.HK and 1922.HK? |
| 2025‑10-15 | Data Quality | Minor | SSL: Only use shares from Sharadar to include non-public shares. |
| 2025‑10-15 | Data Quality | Minor | 0873.HK, 1745.HK and 2660.HK: Had securities corrected at source for currency errors which caused the import to fail. |
| 2025‑10-14 | Improvement | Minor | Improved detection of Preferred US shares. Example: PBR-A. Also linked PBR to other Petrobas listings. |
| 2025‑10-14 | Bug fix | Minor | Fixed: view names were not correctly resolved in csv or HTML export if user views have a name equal to a system view. |
| 2025‑10-14 | Improvement | Trivial | Layout: Set margin correctly for disabled buttons. |
| 2025‑10-13 | Bug fix | Major | Fixed: Calculation date was not always persisted. |
| 2025‑10-13 | Bug fix | Minor | Fixed: Header background color was not correct on light mode on tablet. |
| 2025‑10-13 | Improvement | Minor | Improved layout of HTML report. Also increased size of text. Also prevent text wrapping. |
| 2025‑10-12 | Improvement | Minor | Added title and view name to HTML report of view. Improved layout to title of HTML report. Use view from stock metrics viewer if one is selected. |
| 2025‑10-12 | Bug fix | Minor | Fixed: The code to prevent DOS attacks caused recalculate service to fail unintentionally. Also improved message if too many requests. |
| 2025‑10-12 | Improvement | Trivial | Rename "Export condition metrics" to "Export search condition metrics". |
| 2025‑10-12 | Improvement | Trivial | Prevent emails from scaling down because of long Identity provider ID. |
| 2025‑10-11 | Improvement | Trivial | Include metrics that are not exposed for search in export of a view to HTML. |
| 2025‑10-10 | Improvement | Minor | Let RNOA and RSST Accruals use NOA' instead of N0A. |
| 2025‑10-10 | Bug fix | Minor | Fixed: export of a view to HTML did not include metric columns. Also rearranged your columns and improved layout |
| 2025‑10-9 | Data Quality | Minor | Prinx Chengshan Holdings: had financial results corrected at source (currency). |
| 2025‑10-9 | New metric | Minor | Net Operating Assets' |
| 2025‑10-8 | Improvement | Minor | Make it possible to export a view with history to HTML. |
| 2025‑10-7 | Improvement | Trivial | Improved layout of delete buttons. |
| 2025‑10-7 | Data Quality | Trivial | 0486.HK: removed WASO outliers. |
| 2025‑10-7 | Maintenance | Trivial | Don't send footer anymore in e-mails. |
| 2025‑10-7 | Improvement | Trivial | HTML report: use full path for styles so the layout is kept when saving the HTML report. |
| 2025‑10-3 | Improvement | Major | Allow values that are based on past results as starting value for "1y diff" and "1y growth". Update 10-4: Disable fuzziness for latest value of these sub-metrics when the base value originates from the prior quarter without recursive derivation. Example: Apple / "Net Operating Assets.1y diff". |
| 2025‑10-3 | Improvement | Trivial | Improved position of user icon. |
| 2025‑10-3 | Data Quality | Minor | Volvere: Had HY1 financial results provided by source. |
| 2025‑10-3 | Bug fix | Minor | Fixed: "Net Operating Assets" was incorrectly period based. |
| 2025‑10-3 | Maintenance | Minor | Removed some unused crawler services. |
| 2025‑10-2 | Data Quality | Minor | BAK: Skip incorrect WASO numbers. |
| 2025‑10-2 | Improvement | Trivial | Improved naming of some backtest options. |
| 2025‑9-30 | Data Quality | Minor | Made validation of Gross Dividend against Dividend Paid more strict. Example: AKRBP.OL (also corrected dividend currency). |
| 2025‑9-27 | Data Quality | Minor | EQNR.OL: Corrected currency of TTM Gross Dividend. |
| 2025‑9-28 | Data Quality | Minor | Extend TTM Gross Dividend validation with a lower-bound check against Dividend Paid. Example: EQNR.OL. |
| 2025‑9-27 | Improvement | Trivial | Improved layout of emails. |
| 2025‑9-25 | Bug fix | Minor | Fixed: Zero Total Debt & Lease was not working. Example: SeaStar Medical Holding. |
| 2025‑9-24 | Improvement | Minor | Provided "qtr: 1y diff" for several balance sheet metrics, like NOA. |
| 2025‑9-24 | Data Quality | Minor | ACOMO.AS: Had EPS corrected by source. |
| 2025‑9-24 | Data Quality | Minor | Made EPS consistency check more strict. Example: ACOMO.AS. |
| 2025‑9-24 | Data Quality | Major | Had 200 Hong Kong securities corrected at source for currency errors which caused the import to fail. Example: 1681.HK, 3798.HK, 9982.HK and 6989.HK. |
| 2025‑9-23 | Improvement | Minor | Improved presentation of emails on mobile (light and dark mode). |
| 2025‑9-23 | Improvement | Minor | Made "IV (Hold 5 years)" more robust against negative values "OE' yields". Examples: TLX.AX and SKS.AX. |
| 2025‑9-22 | Data Quality | Minor | NRO.PA: correct TTM dividend. |
| 2025‑9-20 | Improvement | Minor | Make not meaningful negative Non-current Liabilities zero. Example: Saga Pure. |
| 2025‑9-19 | Bug fix | Trivial | Fixed: Tooltip gave wrong "OE' yield" name if negative. |
| 2025‑9-18 | Data Quality | Minor | Make the historical price data import more robust against erroneous price fluctuations. |
| 2025‑9-18 | Data Quality | Minor | CSU.TO: Had historical price data corrected by source. |
| 2025‑9-17 | Improvement | Minor | Allow Depreciation / Net PP&E to be larger than 1. Example: Zoomd Technologies. |
| 2025‑9-17 | Improvement | Minor | Net PP&E: Use previous value if derivation from previous using Net CapEx and Depreciation gives negative value. |
| 2025‑9-16 | Bug fix | Major | Fixed: Recursive calculation of Net/Gross PP&E did not work. Also use next quarter instead of next year first for recursive derivation from future. Also give proper explanation if recursively derived Fixed Assets is not used because negative. Example: Zoomd Technologies. |
| 2025‑9-15 | Improvement | Minor | Improved date to quarter mapping of Net Dividends. Example: 9988.HK. |
| 2025‑9-15 | Data Quality | Minor | Validate TTM Gross dividend against Dividend paid. Example: 9988.HK. |
| 2025‑9-09 | Improvement | Trivial | Improved names of metrics groups in exports. |
| 2025‑9-08 | Layout | Trivial | Corrected screening tip. |
| 2025‑9-08 | Data Quality | Minor | ELF.TO: Had WASO corrected by source. |
| 2025‑9-04 | Bug fix | Critical | Elastic Index (2025-Q3) was not correctly created after upgrade of Elastic client (in May). |
| 2025‑9-04 | Layout | Trivial | Give more space to top buttons. |
| 2025‑9-02 | Data Quality | Minor | ISBTR.IS: had WASO corrected by source. |
| 2025‑9-02 | Markets | Minor | Stop showing charts for Istanbul. |
| 2025‑9-01 | Bug fix | Minor | Fixed: Failed to create crypto securities. |
| 2025‑9-01 | Improvement | Minor | Improved layout of message popups. Also improved some phrasing. |
| 2025‑8-31 | Improvement | Major | Email validation update: Use MX-records to check existence. Keep disposable email detection separate. Avoid false “invalid” results from API server blocks. |
| 2025‑8-31 | Bug fix | Major | Fixed: Messages where not displayed on mobile registration page. Also use glass pane for popup messages. |
| 2025‑8-30 | Bug fix | Major | Improved display of the “email sent to choose a password” message. Also made it more clear in the email where to click. |
| 2025‑8-30 | Improvement | Major | Users now enter both email and password together on the sign-in screen, instead of entering the email first and then the password in a second step. Also improved layout of the tool tips on the home page in dark mode. |
| 2025‑8-30 | Security | Critical | Improved password security and storage practices. |
| 2025‑8-29 | Security | Critical | Security improvements for account action links. |
| 2025‑8-28 | Security | Minor | Improved detection of suspicious emails. |
| 2025‑8-28 | Data Quality | Minor | Stop showing CBOE exchanges and "S & P Indices" in exchanges, because they are no longer supported. |
| 2025‑8-28 | Data Quality | Minor | Stop excluding historical price data import for LOUP.PA (tested), ARTE.PA, RUI.PA, SO.PA, PHA.PA, ALECR.PA, AMANITRA.BO, MBOT, CREX, HYG.TO, AGM-A.US, KIN.BR, BESI.AS, YONGA.IS, ETER3.SA and BLZ.SI. |
| 2025‑8-28 | Bug fix | Minor | Fixed: Failed to create NYSE stock from market labeled at source as "US". |
| 2025‑8-27 | Bug fix | Major | Fixed: Search within a symbol list did not work. This also made search on free text faster. |
| 2025‑8-26 | Improvement | Minor | Changed name and description of valuation metric groups:
|
| 2025‑8-26 | Bug fix | Minor | Fixed: Failed to create stock from XCSE market. |
| 2025‑8-26 | New metric | Minor | Market Reward Spread. |
| 2025‑8-26 | Improvement | Minor | Moved "Total Return Surplus" under "Valuation - yield on Price", made small good and show "1y growth" in the metrics viewer under "uses". |
| 2025‑8-25 | Documentation | Trivial | Added documentation on Growth rate sub-metrics in Uncle Stock scores documentation. |
| 2025‑8-23 | Improvement | Minor | Don't automatically create preferred of fractional lot stocks. Example: AGXY3F.SA. |
| 2025‑8-23 | Bug fix | Minor | Don't consider Brazilian stock symbols ending F as preferred. Example: AGXY3F.SA. |
| 2025‑8-23 | Bug fix | Minor | Added currency: UYU. |
| 2025‑8-23 | Bug fix | Minor | Fixed: Failed to create stock from XSTO market. |
| 2025‑8-20 | Data Quality | Minor | EIN.DE: Had EPS corrected by source. |
| 2025‑8-18 | Layout | Trivial | Some layout improvements to subscription page. |
| 2025‑8-18 | Version deprecation | Minor | Upgraded used Facebook api. |
| 2025‑8-17 | Resource Usage | Major | Made processing of earnings announcements consume less of the price api. |
| 2025‑8-17 | Resource Usage | Minor | Decreased rate of processing earnings announcements. Only process major exchanges. |
| 2025‑8-17 | Resource Usage | Minor | Automatically enable / disable price refresh at start / end of weekend. |
| 2025‑8-15 | Improvement | Major | Automatically (gradually) add missing stocks to the system. |
| 2025‑8-14 | Data Quality | Minor | Don't import negative WASO. Example: GLPG.AS. |
| 2025‑8-14 | Data Quality | Minor | Fixed configuration error for Karachi. |
| 2025‑8-14 | Improvement | Minor | Use ".WA" as primary suffix for Warsaw, avoiding ".W". |
| 2025‑8-12 | Bug fix | Minor | Fixed: Earnings announcement were not read for BSE. |
| 2025‑8-12 | Data Quality | Minor | GKP.L: Had historical WASO corrected by source. |
| 2025‑8-12 | New metric | Minor | Price.qtr low |
| 2025‑8-12 | Layout | Trivial | Presented stock list buttons more compact. |
| 2025‑8-09 | Bug fix | Major | Fixed: first quarter of fiscal year was wrong because of deprecated restatement logic. Example: Komatsu. |
| 2025‑8-09 | Resource Usage | Minor | Abort import if too many errors. |
| 2025‑8-09 | Resource Usage | Minor | Don't refresh stock price data in the weekend. |
| 2025‑8-09 | Bug fix | Minor | Fixed: Missing volume gave NullPointerException. |
| 2025‑8-08 | Resource Usage | Major | Decreased rate of stock price refresh, especially for large stocks sets. |
| 2025‑8-08 | Bug fix | Major | Fixed: Financial data was wrong for India because I still used the code in the api. |
| 2025‑8-07 | Improvement | Major | Implemented alternative calculation for Net PP&E adjusting previous or next value with Net CapEx and Depreciation. Example: Corporación Moctezuma. |
| 2025‑8-06 | Improvement | Trivial | Moved "used by CapEx/ Assets" dependency in metric viewer from "Gross PP&E" to "Total Assets". |
| 2025‑8-06 | Improvement | Minor | Extended quarter history |
| 2025‑8-06 | Improvement | Minor | Made "Gross PP&E" blank if <= "Net PP&E". Example: Paxman. |
| 2025‑8-06 | Bug fix | Minor | Fixed: derivation of "Gross PP&E" based on "Net PP&E.1y diff" was incorrect. |
| 2025‑8-06 | Improvement | Minor | Added subscribe button at prominent position. |
| 2025‑8-06 | Data Quality | Minor | Added unsubscribe link to email notification at end of free trial. |
| 2025‑8-06 | Data Quality | Minor | Corrected financial results of Alliance Resource Partners by reimport. |
| 2025‑8-06 | Data Quality | Minor | Clean "Gross PP&E" <= "Net PP&E" numbers from historical source. Example: Petrotal, Paxman. |
| 2025‑8-05 | Bug fix | Minor | Fixed: Last historical WACC was not calculated. Also don't calculate DCF if WACC is missing. |
| 2025‑8-03 | Improvement | Trivial | Improved description of Fundamental Advice. |
| 2025‑8-02 | Resource Usage | Critical | Avoid excessive fetches of stock price data. Refresh price data only once in 3 hours for users with big stock lists. Introduced a cooldown period after exceeding limits to prevent excessive load and protect system stability. Abort stock price refresh and give a message. |
| 2025‑8-01 | Performance | Minor | Don't reread splits when rereading stock price. |
| 2025‑7-31 | Improvement | Minor | Allow "Net PP&E.1q diff" to be based on "Net PP&E" from previous quarter when calculating "Gross PP&E". Example: Ringmetall. |
| 2025‑7-30 | Improvement | Trivial | Put "Screen stocks" and "My Area" buttons closer to each other. |
| 2025‑7-30 | Bug fix | Minor | Fixed: Beta calculation was not done for ETFs. Examples: SPY, MDY, EEM, EXSE.DE and IWM. |
| 2025‑7-29 | Improvement | Minor | Made company name column a little smaller. Also fixed some problems in column width calculation (when changing view). |
| 2025‑7-29 | Data Quality | Minor | Tinc: Had WASO and financial results corrected by sources. |
| 2025‑7-25 | Improvement | Minor | Added Large mode to the UI. Also made tabs and buttons brighter in dark mode. Also did small adjustment to Elegant mode. |
| 2025‑7-24 | Data Quality | Minor | TGAMES.CO: Had WASO corrected by source. |
| 2025‑7-24 | Data Quality | Minor | Added several industries. |
| 2025‑7-24 | Improvement | Trivial | Fixed: The screening tip and screening tutorial referred to incorrect button name. |
| 2025‑7-23 | Improvement | Minor | Provide full quarter history for Non-current Liabilities. |
| 2025‑7-23 | Bug fix | Minor | Fixed: Short-term investments were not imported. Also the formula was not displayed well. Also don't import negative values. |
| 2025‑7-23 | Improvement | Minor | Classify Deposits under Current Liabilities. |
| 2025‑7-23 | Data Quality | Minor | Skip invalid current and non-current liabilities for Lion Finance Group. |
| 2025‑7-23 | Data Quality | Minor | Apply validation of "Non-current Liabilities" to import of FMP. Example: Lion Finance Group. |
| 2025‑7-23 | Improvement | Trivial | Provide quarter values for "Equity ratio". |
| 2025‑7-22 | Improvement | Minor | Changed "EV/ CE" to "EV/ IC". |
| 2025‑7-22 | Improvement | Trivial | Give proper message if not logged in and trying to add symbols to list. |
| 2025‑7-17 | Improvement | Minor | DEPI: Alternative calculation using "Depreciation/ Net PP&E". |
| 2025‑7-17 | New Metric | Minor | Depreciation/ Net PP&E. |
| 2025‑7-16 | Data Quality | Minor | During import, removed validation of Net PP&E by comparing against historical values of other source. Examples: NameSilo Technologies and Basilea Pharmaceutica. |
| 2025‑7-15 | Improvement | Major | AI/LLM prompt generation. |
| 2025‑7-14 | Bug fix | Trivial | Short Shares: corrected short label and description. |
| 2025‑7-14 | Improvement | Minor | Made handling of Stripe subscription changes more robust. |
| 2025‑7-14 | Improvement | Trivial | Improved labels of identity providers. |
| 2025‑7-10 | Improvement | Minor | Improved presentation of Equity Financing ratio, Debt Financing ratio and WACC in the year viewer. |
| 2025‑7-10 | Improvement | Major | WACC: Removed distress based rules to determine minimal value. Use only max(4%, Risk Free Rate + 3%) as floor. |
| 2025‑7-10 | Communication | Minor | Improved payment failed emails. |
| 2025‑7-10 | Data Quality | Minor | LCHTF: Corrected name to Text S.A. |
| 2025‑7-09 | Improvement | Minor | Added Request reimport api |
| 2025‑7-08 | Bug fix | Minor | Fixed: "Short shares" was empty if fiscal year starting at Q4. Example: COV.V and OGI.TO / Short shares, |
| 2025‑7-08 | Data Quality | Minor | Updated Country Risk Premiums. |
| 2025‑7-04 | Marketing | Minor | Made faq more AI friendly. |
| 2025‑7-04 | Marketing | Minor | Ask users what type of customer they are (retail or pro). |
| 2025‑7-04 | Robustness | Trivial | Avoid import for invalid symbol. |
| 2025‑7-03 | Improvement | Minor | Improved detection of preferred stock. Example: BP-A.L. |
| 2025‑7-03 | Improvement | Minor | Made validation of security symbols more strict. Example: "BP.". Also avoid concurrent modification. |
| 2025‑7-03 | Improvement | Minor | Improved mapping of ADRs to company. Example: BP. |
| 2025‑7-03 | Improvement | Minor | Take highest dollar volume listing as primary one in case of multiple candidates. |
| 2025‑7-02 | Data Quality | Minor | Don't consider RO.SW as publicly traded, making ROW.SW primary listing for Roche. |
| 2025‑7-02 | Improvement | Major | Made "Days to Cover" more available by adding new metric: Short Shares. Also interpret "Floating Stock" and "Float %" at company level. Yet keep "Short % of float" and "Short Shares" al listing level. Also use "Short % of float" from source if sharesShort is missing. Example: TSM. |
| 2025‑6-25 | Improvement | Minor | Extend depth of quarters with 2 quarters in quarter viewer. |
| 2025‑6-25 | Improvement | Minor | Made calculation of quarter WASO more robust against missing "Adj C Shares". |
| 2025‑6-25 | Improvement | Minor | Don't provide "Adj. C Shares" before first price. Example: 1502.HK. |
| 2025‑6-25 | Data Quality | Minor | 1502.HK: interpret shares from source as end of period. |
| 2025‑6-25 | Markets | Minor | Taipei Exchange: Reactivated. Import financial results. Example: 6488.TWO. |
| 2025‑6-24 | Improvement | Trivial | Don't show "Source data" tab for "Common Book Value". |
| 2025‑6-24 | Improvement | Minor | Show primary and secondary listings under the information tab. |
| 2025‑6-24 | Improvement | Minor | Let the period for "max CAGR" be based on quarters instead of years. Example: PLUS.L / "Ann. Total Return.max CAGR". |
| 2025‑6-22 | Improvement | Minor | Set "Float %" to 100% if SharesFloat is less than 1% larger than SharesOutstanding. |
| 2025‑6-21 | Improvement | Minor | Exposed "WASO.10y CAGR" for search. |
| 2025‑6-21 | Improvement | Minor | Don't try to calculate future intrinsic value metrics. |
| 2025‑6-21 | Improvement | Major | Apply minimum WACC using Risk-tiered floors. Example: Atos. |
| 2025‑6-21 | Bug fix | Major | Fixed: Intrinsic Value calculation was not deterministic. |
| 2025‑6-20 | Data Quality | Minor | ATO.PA: Skip year-quarter check. |
| 2025‑6-20 | Bug fix | Minor | Fixed: WASO import quarter determination was incorrect. Example: ATO.PA. |
| 2025‑6-20 | Bug fix | Major | Fixed: The Intrinsic Value methods were not converted to same currency when calculating "Intrinsic Value". Example: Atos. |
| 2025‑6-20 | Data Quality | Minor | ATO.PA: Corrected historical price data. Don't remove outliers. |
| 2025‑6-19 | New sub-metric | Minor | Price.12-1 change |
| 2025‑6-19 | Data Quality | Minor | QSG: Had currency corrected at source (Sharadar). |
| 2025‑6-18 | Data Quality | Critical | Automatically remove stocks from historical indexes that are not realistic (often due to reverse splits). Examples: MISM, RNVAD, GOVX, CEP.V, CMKI, BWLA, BAS, POTN, AMRT, DEEL, BID, CNXS, CDRL, FCS, HIMR, AUDA, RESS, EQUR, INCT, ARII, EPXY, BWLA, NAYA, THRA, CDRL.. |
| 2025‑6-18 | Data Quality | Minor | CVN.AX: Had WASO corrected by source. |
| 2025‑6-18 | Data Quality | Minor | Removed MENC from index for 2009-Q2. |
| 2025‑6-18 | Data Quality | Minor | Removed ITC from index for 2009-Q1. |
| 2025‑6-17 | Data Quality | Minor | Better handling of share class suffixes in security name normalization. Example: Alphabet Inc Class C = Alphabet Inc. Also improved identification of B or C shares. Example: GOOG. Update 18-6: Fixed bug in change. Example: Orion Oyj B = Orion Oyj A. |
| 2025‑6-16 | Bug fix | Major | Use end of day prices for Bursa Malaysia because real-time price api stopped working. |
| 2025‑6-12 | Data Quality | Minor | Don't import un-significant number of shares. Example: GOVX. |
| 2025‑6-12 | Bug fix | Critical | Fixed: Excess Cash'' calculation failed on server caused by rejected Memcache operation because executed from separate thread. |
| 2025‑6-11 | Improvement | Minor | Improved determination of period for WASO import. |
| 2025‑6-11 | Data Quality | Minor | CO.PA: Had WASO corrected at source. |
| 2025‑6-10 | Improvement | Minor | Let "pos %" work with inferred (calculated) values. Example: LOCAL.PA. |
| 2025‑6-10 | Improvement | Major | Do not allow Dividend greater than Dividend paid (per share) or too big compared to price. Example: LOCAL.PA. |
| 2025‑6-10 | Data Quality | Minor | LOCAL.PA: Trust adjusted price history form source. |
| 2025‑6-10 | Data Quality | Trivial | Improved configuration of automatic split detection. |
| 2025‑6-10 | Improvement | Trivial | Further improved email content. |
| 2025‑6-06 | Bug fix | Major | Fixed: Stripe subscription and payment events, like failed payment, were not properly handled. As a result, users were not notified of these events. |
| 2025‑6-06 | Data Quality | Minor | GLXY: Had exchange set at source. |
| 2025‑6-05 | Technical | Minor | Reduced logging verbosity. |
| 2025‑6-05 | Data Quality | Minor | Had financial results (dates) corrected at source for BPM.AX. |
| 2025‑6-05 | Improvement | Minor | Adjust last quarter of trailing based on actual available income or cash flow results. Example: AAC Clyde Space / Change in WC. |
| 2025‑6-04 | Improvement | Minor | Added the faq to the documentation. |
| 2025‑6-04 | Improvement | Minor | Exposed "EPS rev. %.qtr: %" for search. |
| 2025‑6-04 | Improvement | Minor | Improved welcome email. |
| 2025‑6-03 | Bug fix | Major | Fixed: Recalculate other listings after import did not use newly imported last quarter. |
| 2025‑6-01 | Bug fix | Major | Fixed: some industry medians were not indexed. |
| 2025‑5-28 | Improvement | Minor | Don't use balance sheet items to set "Financial results as of". |
| 2025‑5-28 | Data Quality | Minor | Had financial results (fiscal years) corrected at source for Fab-Form Industries. |
| 2025‑5-28 | Improvement | Minor | Made separate sub-metrics for "Price.SD" and "Price.SD annualized". |
| 2025‑5-28 | Data Quality | Minor | Had financial results (currency) corrected at source for Telia Lietuva. |
| 2025‑5-28 | Data Quality | Minor | Had financial results (currency) corrected at source for Rockwool. |
| 2025‑5-28 | Data Quality | Minor | Had financial results (currency) corrected at source for Troax. |
| 2025‑5-28 | Bug fix | Minor | Don't import balance sheet items if currency is suspicious. Examples: Troax, Rockwool. |
| 2025‑5-27 | Data Quality | Minor | Fixed: Imports of BATS was skipped. Example: CBOE. |
| 2025‑5-27 | Improvement | Minor | Included "Price.SD 252d" in PVV score and view. Also added PVV score to the score table. |
| 2025‑5-27 | Bug fix | Major | Fixed: Price.SD was inconsistent. |
| 2025‑5-19 | Data Quality | Minor | Innovotech: Had financial results (currency) corrected at source. |
| 2025‑5-19 | Data Quality | Minor | Replaced symbol SP400 by MID for S&P Mid-Cap 400 Index in order to get components. |
| 2025‑5-18 | Data Quality | Minor | IFX.DE: Had EPS corrected at source. |
| 2025‑5-16 | Technical | Critical | Upgraded Elastic client. Bug fix 17/5: date comparisons did not work |
| 2025‑5-16 | Data Quality | Minor | Add a reality check on Non-Controlling Interests during import. Example: DocGo. |
| 2025‑5-16 | Bug fix | Minor | Fixed: backtest did not include last period for benchmark index. |
| 2025‑5-14 | Improvement | Minor | Let trailing multi-year averages use last full fiscal year instead of trailing value if fuzzy. Example: Metropole Television / Gross Margin.5y avg. |
| 2025‑5-13 | Improvement | Minor | Let trailing multi-year Standard Deviation use last full fiscal year instead of trailing value if fuzzy. Example: Metropole Television / Gross Margin.5y SD. |
| 2025‑5-13 | Data Quality | Minor | Decreased toleration level from 25% to 19% in year-quarter consistency validation. Example: Métropole Télévision / Gross Profit. |
| 2025‑5-13 | Technical | Critical | Ended: Temporally stopped importing historical price data because of issue at price service. |
| 2025‑5-11 | Commercial | Minor | Increased referral rewards. |
| 2025‑5-10 | Data Quality | Minor | Use normal currency if source gives pence. Example: Discovery Ltd ZAC/ZAR, also cleaned. |
| 2025‑5-08 | Bug fix | Minor | Fixed: metric viewing did not work well for Index mediums. |
| 2025‑5-08 | Improvement | Major | Use most recent quarter as recent value of "Total Liabilities" and "Total Debt & Lease". Example: Innoviva / Total Liabilities and Total Debt and Lease. |
| 2025‑5-08 | Data Quality | Minor | Postpone yearly historical index median build one week, till beginning of June, so start of Q2 of current year is included. |
| 2025‑5-08 | Data Quality | Minor | Removed Russell indexes (^RUT) from list as they are not supported anymore. ^SML: Rebuilt historical index mediums. Added ^SP400 (S&P Mid-Cap 400 Index) - components will built next Sunday. |
| 2025‑5-07 | Data Quality | Minor | ASR: Corrected EPS currency. |
| 2025‑5-07 | Bug fix | Minor | Fixed NPE in symbol handling on India. |
| 2025‑5-07 | Data Freshness | Major | Recalculate all common stock listings on main exchanges after batch import of financial results (new earnings). Refactored and optimized. |
| 2025‑5-06 | Data Quality | Minor | TINC: Had CFO and FCF corrected by source. |
| 2025‑5-06 | Data Quality | Trivial | Added SBNOR.OL. |
| 2025‑5-04 | Bug fix | Minor | Fixed: IV tooltip was incorrect for recent value. |
| 2025‑5-02 | Bug fix | Major | Quarter values were not converted to primary currency, leading to incorrect sanity check. Example: HEXA-B.ST / EPS. Refactoring. |
| 2025‑5-02 | Data Quality | Major | Made sanity check for EPS from source more strict. Example: HEXA-B.ST. |
| 2025‑5-01 | Bug fix | Minor | Fixed: NPE in import. Refactoring. |
| 2025‑5-01 | Bug fix | Minor | Set first quarter of fiscal year based on the home quote data. Example: NexTech, also had financial results (dates) corrected at source. |
| 2025‑5-01 | Data Quality | Minor | Prefer bottom-up calculation for Tangible Assets if "Goodwill and Intangibles" is not realistic. Don't add LT investments to the bottom-up calculation if it is extrapolated from the past. Example: NexTech, yet the bottom-up calculated value is larger than Total Assets. |
| 2025‑4-30 | Data Quality | Minor | Don't import or use zero Tangible Assets. Example: Fangdd Network Group. |
| 2025‑4-29 | Data Quality | Minor | Don't allow subcomponents to Total Liabilities (like ST Debt) to be negative or larger than Total Liabilities. Example: Veidekke / ST Debt, also had ST Debt corrected by source. |
| 2025‑4-29 | Data Quality | Minor | Don't allow Short of LT Debt and Leases to be larger than "Total Debt & Leases". Don't import negative ST Debt. Example: Veidekke. |
| 2025‑4-17 | Improvement | Major |
|
| 2025‑4-16 | Data Quality | Minor | Don't allow negative Debt & Lease. |
| 2025‑4-16 | Data Quality | Minor | Don't import negative Total Liabilities and Non-current Liabilities. Example: Carl Zeiss Meditec, also had incorrect quarter results removed by source. |
| 2025‑4-16 | Data Quality | Minor | Don't import negative Long-term Lease. Example: Veidekke. |
| 2025‑4-16 | Data Quality | Minor | Invert negative values of "LT Debt and Lease" during import. Example: Utah Medical Products. |
| 2025‑4-15 | Data Quality | Minor | Had SPEX.SW delisted at source. |
| 2025‑4-15 | Layout | Trivial | Improved layout of checkboxes to select stocks. |
| 2025‑4-15 | Data Quality | Trivial | Updated Equity Risk Premium for US. |
| 2025‑4-11 | Improvement | Major | Added validation on subcomponents of assets and equity (like Non-Current Assets, Goodwill & Intangibles, Shareholders' Equity, Non-Controlling Interest) testing if they are not larger than Total Assets. Example: Lightbridge / Stockholders' Equity, Non-Controlling Interest. Also had last balance sheet corrected by source. Update 4-12: Further refined validation that subcomponents of assets can't be negative. Improved validation of Goodwill & Intangibles. Refactored. |
| 2025‑4-10 | Data Quality | Minor | Use Non-Current Assets instead of Total Assets to compare Goodwill and Intangibles with. Examples: Cavotec, Elementis and NexTech AR Solutions. |
| 2025‑4-10 | Improvement | Major | Only derive quarter from year that is not extrapolated. Apply year-quarter consistency checking on previous quarter during extrapolation. Example: BAE Systems / R&D. |
| 2025‑4-09 | Data Quality | Trivial | 0934.HK: Re-imported manually to get more recent data. Also updated by source. |
| 2025‑4-09 | Data Quality | Minor | 3092.T: Had EPS corrected at source (adjusted for stock split). |
| 2025‑4-08 | Data Quality | Minor | 8113.T: Had WASO and EPS corrected at source (adjusted for stock split). |
| 2025‑4-08 | Data Quality | Minor | ATO.PA: Had historical prices corrected (as good as possible). |
| 2025‑4-07 | Improvement | Minor | Calculate EPS if value from source is missing, but Net Profit is not. Made validation with Net Profit more strict. Example: 4980.T, also had WASO and EPS corrected at source. |
| 2025‑4-05 | Data Quality | Minor | Alibaba: Had last quarter CFO corrected at source. |
| 2025‑4-03 | Improvement | Minor | Only use earnings announcement from Earnings Announcements service if the earnings reporting date is after the earnings date. Also allow to move the most recent announcement back in time in order to correct dates. Example: Advenica. Also clean invalid most recent earnings announcement dates. example: Powersoft. |
| 2025‑4-03 | Data Quality | Minor | IWM (iShares Russell 2000 ETF) did not load due to misconfiguration. |
| 2025‑4-03 | Data Quality | Minor | Clean historical data on alternative German exchanges that can be wrong because of missing split. Example: MIZ.F. |
| 2025‑4-03 | Data Quality | Major | Detect and adjust number of shares if they seem not adjusted to recent split. Example: 8119.T, 6988.T. Also had number of shares corrected by source for 8119.T, 6988.T, 5542.T, 1662.T, 8075.T, 5464.T, 6331.T, 6258.T, 4112.T, 4972.T, 8022.T. |
| 2025‑4-03 | Bug fix | Major | Imports did not work anymore (since yesterday). |
| 2025‑4-02 | Improvement | Minor | Don't retry reimport of dividends is there are no dividends. |
| 2025‑4-02 | Improvement | Minor | Let the reimport button also import earnings announcement dates. Increased historical scan of earnings announcements from 70 to 400 days ago. Use Fundamentals/Earnings instead of Price service as second option to set earnings announcement dates. Use date from Fundamentals/Earnings service as most recent announcement date if it is more recent than the last historical date from the Earnings Announcements service. Example: Advenica. |
| 2025‑4-01 | Data Quality | Minor | Aris Mining: Had financial results corrected by source. |
| 2025‑3-28 | Improvement | Minor | Make checkboxes smaller on tablet. |
| 2025‑3-27 | Improvement | Minor | Put error icons in a specific column. |
| 2025‑3-26 | Improvement | Minor | Use specific icon in front stock of row making clear stock data is being imported from sources. |
| 2025‑3-25 | Bug fix | Minor | Fixed: Adding stocks to stock lists did not work if browser content is translated. Also improved the handling of the visibility of the buttons at result of stock selection. Also improved robustness by preventing NullPointerExceptions in the add to stock list update, ensuring safer handling. Also improved style of add/remove from stock lists buttons. |
| 2025‑3-21 | Improvement | Minor | Allow calculation of "Net PP&E" in context of calculating "Goodwill & Intangibles", only allow no alternative calculation of "Net PP&E". |
| 2025‑3-20 | Improvement | Minor | Don't allow "Net PP&E" to be greater than "Non-current Assets". Don't allow "Goodwill & Intangibles" to be negative. Also improved tooltip. Example: Teck Resources. |
| 2025‑3-20 | Data Quality | Minor | 5326.KL: Had financial results added by source. |
| 2025‑3-20 | Data Quality | Minor | First Property Group: Had financial results for 2023 corrected at source. |
| 2025‑3-20 | Improvement | Trivial | Dark mode: Made buttons better visible. Increased font size of small buttons. Improved style of disabled button. |
| 2025‑3-19 | Data Quality | Minor | WiseTech Global: allow imported numbers to be in AUD. |
| 2025‑3-19 | Technical | Minor | Added retry logic for authentication via Google. |
| 2025‑3-18 | Security | Minor | Improved protection against DDOS attack. |
| 2025‑3-18 | Data Quality | Minor | Cleaned bad data for Raiz Inves. |
| 2025‑3-18 | Data Quality | Minor | Corrected WASO for KENVI.BO. |
| 2025‑3-16 | Improvement | Trivial | Remove ROIC as related to itself. |
| 2025‑3-15 | Bug fix | Major | Fixed: Recalculation of trailing values after import was not using added quarters. Also clear full cache before recalculation after import. |
| 2025‑3-13 | Cost | Trivial | Don't do unnecessary import of "Held by Insiders" and "Held by Institutions" for not-home listings. |
| 2025‑3-13 | Bug fix | Minor | Fixed: Impact of quarter updates was not handled well. |
| 2025‑3-13 | Bug fix | Trivial | Fixed: NPE in presentation of imported metrics. Example: CRH. |
| 2025‑3-13 | Improvement | Minor | Don't skip importing no-money metrics, like "Held by Insiders" and "Held by Institutions" in case of suspicious currency. Example: CRH. |
| 2025‑3-13 | Improvement | Minor | Allow 0 for "Held by Insiders" and "Held by Institutions". |
| 2025‑3-13 | Bug fix | Major | Fixed: Tangible Assets / recent calculation failed on server. |
| 2025‑3-13 | Improvement | Minor | Added extra validation on Goodwill & Intangibles. Examples: Cavotec and Koninklijke Heijmans. |
| 2025‑3-13 | Data Quality | Minor | Skip negative
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| 2025‑3-12 | Improvement | Minor | Tangible Assets: Use normal calculation if using 0 for missing "Goodwill & Intangibles" is realistic and bottom-up calculation is not. Examples: Yangarra Resources and Sylvania Platinum. |
| 2025‑3-6 | Improvement | Minor | Made check of Tangible Assets versus Current Assets and Net PP&E less strict. Example: CPH Group. |
| 2025‑3-11 | Data Quality | Minor | 6323.T: Had EPS corrected at source. |
| 2025‑3-6 | Improvement | Minor | Made check of Tangible Assets versus Total Assets less strict. Example: Medifast. Also improved tooltip. |
| 2025‑3-6 | Data Quality | Trivial | LBW.W: Removed some WASO outliers. |
| 2025‑3-6 | Improvement | Major | Improved decision taking between EPS from source and calculated value. Examples: KAP.L and KAP.IL, also overruled currencies during import. |
| 2025‑3-5 | Improvement | Minor | Show data provider for imported metrics. |
| 2025‑3-5 | Data Quality | Trivial | GRR.AX: Removed some WASO outliers. |
| 2025‑3-4 | Bug fix | Minor | Fixed: news did not show anymore. |
| 2025‑3-4 | Data Quality | Minor | Halyk Bank: Had EBIT corrected at source. Corrected currency of EPS. |
| 2025‑3-4 | Improvement | Major | RORE improvement: Align period handling for multi year sum with multi-year difference. Also provide last year for fiscal year starting Q2. Example: Alibaba / RE change.5y sum. |
| 2025‑2-27 | Improvement | Minor | Stop extrapolating year value for R&D. Example: West African Resources / R&D. |
| 2025‑2-26 | Bug fix | Trivial | Avoid Concurrent Modification during generation of social media posts. |
| 2025‑2-26 | Improvement | Trivial | Changed label of "Days to Cover" to DaysDover. |
| 2025‑2-26 | Data Quality | Minor | Changed source for Short shares. Example: BWMX. |
| 2025‑2-26 | Bug fix | Critical | Fixed: several metrics showed blank since yesterday. Examples: FCF related metrics, RSST Accruals to Assets, Dividend Cushion ratio. |
| 2025‑2-25 | Improvement | Minor | 5y est: Use zero growth if growth is missing. Example: Palladyne AI / Dividend paid. |
| 2025‑2-25 | Improvement | Minor | Stop extrapolating Preferred Stock. Example: Atomera. |
| 2025‑2-25 | Improvement | Minor | Added "Last import" date. |
| 2025‑2-22 | Bug fix | Minor | Fixed: Handling e-mail notification for subscription upgrade failed. |
| 2025‑2-21 | Improvement | Minor | Changed main year of "Number of analysts" to Forward and take the maximum value of the quarters. Example: Evolution AB. |
| 2025‑2-21 | Improvement | Minor | Let EPS revisions ratio use number of analysts for correct period. Update: corrected tooltip and hide source tab for EPS revisions ratio. Example: Evolution AB. |
| 2025‑2-20 | Bug fix | Minor | Update of financial results was not shown in stock list. |
| 2025‑2-20 | Data Quality | Minor | Don't allow Floating Stock to be larger than shares outstanding. Example: BABA. |
| 2025‑2-20 | Data Quality | Minor | Skip Q4 if larger than year value for financial results that should be positive. Example: Akzo Nobel / R&D. |
| 2025‑2-20 | Data Quality | Minor | Made check if last quarter is a full year value less strict. Example: Fabasoft / R&D. |
| 2025‑2-19 | Improvement | Minor | EBIT, EBITDA: use value from source if calculated value has components derived from history. Example: Arista Networks / EBITDA. |
| 2025‑2-19 | Improvement | Trivial | Corrected documented formula of "Total Debt/ Equity", "Net Debt/ Equity" and "Long-term Debt/ Equity": use "Shareholders' Equity" instead of "Shareholders' Equity and TS". |
| 2025‑2-18 | Bug fix | Critical | Fixed: Calculation of Uncle Stock score and Price target fetched incorrect values from cache. Also did a performance improvement. |
| 2025‑2-18 | Bug fix | Major | Adapted several scores as result of changed "EPS revision %". |
| 2025‑2-18 | Improvement | Minor | Provided "Held by Insiders" and "Held by Institutions" again. Example: AAPL. |
| 2025‑2-18 | Improvement | Minor | Changed service to import "Number of analysts". |
| 2025‑2-18 | Improvement | Critical |
|
| 2025‑2-17 | Improvement | Minor | Changed name of "Short-Interest ratio" to "Days to Cover". Make both names available via lookup. Exposed it for search. |
| 2025‑2-17 | Data Quality | Trivial | Added again "Regional Airlines" industry. |
| 2025‑2-16 | Improvement | Minor | Provide "Short Percentage of Float" again. Example: AAPL. |
| 2025‑2-14 | Bug fix | Minor | Fixed: Growth rate did not use next year growth estimate from analysts. |
| 2025‑2-13 | Improvement | Major | Provide "Floating Stock" and "Float %" again. Example: PWS.MI. Also don't show future value of "Float %". Also be more flexible with retrieving "Number of Analysts". Also changed the presented dependency of the "Held by.." metrics to "Adj. C Shares". |
| 2025‑2-12 | Data Quality | Trivial | Reimported Computershare to get latest results. |
| 2025‑2-12 | Data Quality | Minor | TSM, BETS-B.ST: corrected EPS (currency). |
| 2025‑2-11 | Improvement | Minor | Added yearly timescale for interactive chart. |
| 2025‑2-10 | Improvement | Trivial | Corrected tooltip for "IV (hold 5 years)": used growth is OE'.15y rCAGR 67%. |
| 2025‑2-7 | Bug fix | Major | Fixed: Price and technical metrics were not build for start of quarter during first month of quarter. |
| 2025‑2-7 | Data Quality | Major | Detect and don't import full year reported in Q4 result. For FMP: compare with year value of all sources. Example: Alma Media, Heidelberg Materials and RWS Holdings / R&D. |
| 2025‑2-6 | Data Quality | Major | Detect full year reported in second half year result. Don't import Q4 in case of half-yearly reporting and year result is missing. Examples: Heidelberg Materials and RWS Holdings / R&D. |
| 2025‑2-5 | Data Quality | Major | Don't allow Goodwill, Intangibles or "Goodwill & Intangibles" to be larger than Total Assets. Try max of Goodwill and Intangibles if "Goodwill & Intangibles" larger than Total Assets. Examples: Auto Trader Group, CAR Group and Sonic Healthcare / Goodwill & Intangibles, . |
| 2025‑2-4 | Bug fix | Minor | Incorrect handling of 0 values when choosing between calculated value or value from source. Example: Sensirion Holding / Total Debt & Lease. |
| 2025‑2-3 | Improvement | Minor | Exposed for search:
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| 2025‑1-30 | Improvement | Minor | Don't retry import of Earnings announcements when not available. |
| 2025‑1-30 | Data Quality | Minor | Don't import negative Non-current Assets. Example: Stif France. |
| 2025‑1-29 | Improvement | Minor | Use quarter from source if previous year is year-quarter inconsistent, but calculation gives same result. Example: Artec Technologies. |
| 2025‑1-29 | Data Quality | Minor | Improved detection of outlier recent number of shares. |
| 2025‑1-29 | Data Quality | Minor | HHPD.L: Removed incorrect number of shares. |
| 2025‑1-29 | Data Quality | Minor | TSMN.MX: Applied ADR factor to number of shares. |
| 2025‑1-24 | Data Quality | Minor | ITAUCL.SN: had number of shares corrected at source. |
| 2025‑1-24 | Data Quality | Minor | HSBK.L: had number of shares corrected at source. |
| 2025‑1-23 | Improvement | Minor | Added some missing industries. |
| 2025‑1-22 | Improvement | Minor | Use the most recent historical earnings announcement date as the earnings announcement date if it occurred fewer days ago than the number of days remaining until the upcoming announcement date. |
| 2025‑1-22 | Improvement | Minor | Import historical earnings announcement even if future announcement date is missing and go further back in time. Example: Zinzino. |
| 2025‑1-22 | Improvement | Minor | Increased import frequency of earnings announcements. |
| 2025‑1-22 | Improvement | Trivial | Removed NEO exchange from exchange tree. |
| 2025‑1-21 | Data Quality | Minor | FOUR.L: Had financial results (currency) corrected at source. |
| 2025‑1-21 | Data Quality | Minor | NWG.L: Reloaded meta-data for get correct currency from source. |
| 2025‑1-18 | Data Quality | Minor | Added support for GRD currency. |
| 2025‑1-18 | Performance | Minor | Don't derive year from quarters to get year value to compare quarters with. |
| 2025‑1-17 | Performance | Critical | Exclude balance metrics from logic to derive quarter from year values. Example: Acroud. |
| 2025‑1-17 | Improvement | Minor | Provide isin code for all securities. |
| 2025‑1-16 | Improvement | Trivial | Make name column wide enough. |
| 2025‑1-16 | Improvement | Major | Take quote type from exchange listing. Example: NEWPLT.JO is ETF. |
| 2025‑1-16 | Data Quality | Minor | NCS.JO: Had historical price data corrected at source. |
| 2025‑1-16 | Bug fix | Major | Fixed: Johannesburg stocks were not loaded. |
| 2025‑1-15 | Improvement | Minor | if "Common stock issued" is missing, use "Common stock issued (repurchased)", if positive. |
| 2025‑1-15 | Improvement | Minor | Added alternative calculation for "Common stock issued (repurchased)": CFF − Net Borrowings − Dividend Paid. |
| 2025‑1-15 | Data Quality | Minor | Colefax Group: Removed incorrect C Stock Issued. |
| 2025‑1-15 | Improvement | Minor | Import Tangible Assets from source for US markets. |
| 2025‑1-14 | Improvement | Major | Use zero value (fuzziness: Unsure) for Goodwill & Intangibles if missing. Tangible Assets: Improved condition to decide alternative calculation and alternative bottom-up calculation of Tangible Assets. Example: Mandalay Resources / Tangible Assets. |
| 2025‑1-14 | Data Quality | Minor | BEW.V: Had price history corrected at source. |
| 2025‑1-14 | Data Quality | Minor | Bewhere Holdings: Overruled quality checks for import of Net PP&E. |
| 2025‑1-13 | Data Quality | Minor | Autocorrect incorrect price data from source mixing up dollars and pounds. Example: LSC.L. Also had the price corrected at source. |
| 2025‑1-12 | Bug fix | Critical | Recuperate existing company if security not found in exchange service (delisting). |
| 2025‑1-12 | Improvement | Minor | Only remove existing data after import if new import gives enough data. |
| 2025‑1-11 | Data Quality | Minor | Blacklisted the following stocks from backtest: IBCIQ, BBG, MG.ST, JEG, MLLS, BTBT, SCR.TO and IEC. |
| 2025‑1-11 | Improvement | Minor | If fiscal year value is missing, allow to use calculated quarter values to derive year value. |
| 2025‑1-11 | Bug fix | Minor | Fixed: In case of recursive calculation, defaulting to zero for the operation argument could cause incorrect zero values. Example: Colefax Group / C Stock issued. |
| 2025‑1-8 | Improvement | Minor | Allow to use calculated Gross Profit for check if OpEx equals Gross Profit. Examples: Avante Corp and Auxly Cannabis. |
| 2025‑1-8 | Data Quality | Minor | Corrected historical price data for MLBAT.PA |
| 2025‑1-7 | Improvement | Trivial | Don't provide Depreciation and "Depreciation and Amortization" after last reporting period. Example: Moberg Pharma. |
| 2025‑1-7 | Improvement | Minor | Provide tooltip if Days metric is skipped because it is based on revenue that is not meaningfully. Also don't provide it after last reporting period. Example: Moberg Pharma / DSO. |
| 2025‑1-7 | Data Quality | Minor | TEN: Cleaned WASO and Adj. C Shares. |
| 2025‑1-7 | Data Quality | Trivial | GRR.AX: Cleaned WASO. |
| 2025‑1-4 | Data Quality | Minor | Updated Equity Risk Premiums. |
| 2025‑1-2 | Improvement | Minor | Calculate ST Investments if missing (must be >= 0). Examples: Total Telcom, Mandalay Resources, Biosyent, Grange Resources. |
| 2025‑1-2 | Stability | Minor | Advise to use Edge or Safari browser on Mac. Show more depth in metric tree on Mac/Edge. |
Open Archive 2024.