Change log

date type importance description
2021‑12-29 Bug fix Trivial Fix link in this page.
2021‑12-29 Bug fix Minor Correct json format of www.unclestock.com/symbols service.
2021‑12-29 Improvement/Bug fix Major Improve stock csv generation:
  • Implemented/Corrected using cache when generating stock csv (with calculation time).
  • if currentonly parameter: Only use today's calculated values from cache.
  • Export calculation time instead of date for "calculation date" metric.
2021‑12-28 Improvement Minor www.unclestock.com/symbols service:
  • Added nodoubles parameter.
  • Added includedelisted parameter.
  • Fail fast if delisted stocks were not in cache.
  • Provided exchange attribute.
2021‑12-28 Improvement Minor List meta data properties in www.unclestock.com/indicators service. Also removed views and score components from the output.
2021‑12-24 Improvement Trivial Always show 10y CAGR, not only if in "show more" mode.
2021‑12-24 Improvement Minor Documentation: Split indicators page in valuation, profitability and solvency pages.
2021‑12-23 Improvement Minor Added Phil Dabo view. Also moved views list box to the right.
2021‑12-22 Bug fix Minor Corrected calculation explanation of nested formulas, like "(x+y)-z". Example: LT reinv. Also use round brackets for subexpressions.
2021‑12-22 New metric Minor Reinvestment rate.
2021‑12-22 Improvement Minor Calculate trailing/rolling/forward NOPAT as sum of quarter values.
2021‑12-22 New metric Minor Adjusted NOPAT.
2021‑12-21 Improvement Minor Format very large numbers in scientific notation.
2021‑12-21 Improvement Trivial Set extreme low IV (Buffett) to 0.
2021‑12-21 Improvement Minor Skip low pre-IPO number of shares. Example: Entasis Therapeutics.
2021‑12-20 Improvement Minor Let incoming link with index parameter not require sign-up, and open the index top on first click.
2021‑12-20 Improvement Trivial Let CapEx/ OI use Net CapEx instead of Gross CapEx.
2021‑12-17 Improvement Minor Did some corrections on Maintenance CapEx (Greenwald) to have a 10 years period.
2021‑12-17 Improvement Trivial Added Depreciation rate.10y avg.
2021‑12-17 Bug fix Major Several sub-metrics were not presented (in "Show more" mode). Examples: 6y, 7y, 10y and 15y CAGR.
2021‑12-17 Improvement Major Let FCFO use Maintenance CapEx (Mix).
2021‑12-17 New indicator Minor Maintenance CapEx (Mix).
2021‑12-15 Improvement Minor Moved "industry list" from top level navigation to documentation. Moved navigation of the documentation to the left.
2021‑12-15 Improvement Trivial Small change to import of number of employees.
2021‑12-15 Improvement Minor Add user parameter to www.unclestock.com/symbols service.
2021‑12-14 Improvement Minor Add classification column to present the containing stock lists, of the never invest judgement.
2021‑12-10 Improvement Major Make it possible to save chart presets. Gold subscription needed.
2021‑12-09 Improvement Minor Provide output to json for www.unclestock.com/symbols service. Also export the name of the stock and the exchange.
2021‑12-09 Improvement Minor Give the possibility to provide a stock judgement. Currently, only one option: Never invest.
2021‑12-08 Data Quality Minor Fixed mix-up between Fuji Corp (Aichi) and Fuji Corp (Miyagi).
2021‑12-08 Bug fix Minor Corrected presentation of sticky columns.
2021‑12-07 Improvement Minor Add user defined views to single stock page.
2021‑12-06 Data Quality Minor Classified Direxion securities as ETF, so they are suggested in the security lookup.
2021‑12-06 Data Quality Minor Classified GOOGL as equity, despite fifth character is L.
2021‑12-06 Improvement Trivial Set dependencies in metric navigator between Change in WC components and balance items.
2021‑12-05 Bug fix Minor Fixed loading error for cryptocurrencies and bonds. Fixed number of shares and market cap calculation for cryptocurrencies.
2021‑12-04 Improvement Trivial Exposed for search: Total Debt/ Assets.% and EPS.5y yrly growth CV.
2021‑12-02 Improvement Minor Added support for more cryptocurrencies (list, suffix .CC), and made a special security type for them. Make it possible to search for them. Restricted crypto support to Gold subscription. Also fixed some bugs when showing price graphs for non-equity securities.
2021‑12-01 Data Quality Minor PBY was not classified as Bond.
2021‑11-30 Bug fix Major At import, interpret Q2 or Q4 as half-yearly results if Q1 or Q3 missing. Example: VIS.AT.
2021‑11-30 Markets Minor Got more up to data financial results for Athens.
2021‑11-30 Improvement Trivial Corrected scaling of Pim Van Vliet score in order to have value < 100%. Examples: STS Group and Myhealthchecked. Also corrected documented formula.
2021‑11-30 New Measures Major Added components of Change in WC:
  • Change in Accounts Receivable
  • Change in Inventory
  • Change in Prepaid Expenses
  • Change in Accounts Payable
  • Change in Accrued Liabilities
  • Change in Income Taxes Payable
  • Change in Other Working Capital
Examples: Viemed Healthcare, Topicus.com, McRae Industries, Paragon Technologies, Crowdgather, Southern Concepts Restaurant Group, Chesapeake Granite Wash Trust. Give preference to calculation of Change in WC (if at least 5 of 7 components are available). Also extended cash flow view. Also improved presentation of income, balance and cash flow view.
2021‑11-28 Improvement Trivial Added borders to subscription page.
2021‑11-27 Bug fix Minor Corrected some submetric references in uses panel. Corrected label of Adjusted Operating Margin in csv output.
2021‑11-27 Bug fix Critical Changed source and compiler encoding to UTF-8. This corrected the removal of accents function. As a result, import of financial results for Bovespa is working again.
2021‑11-27 Bug fix Major Import of semestrial reporting was delayed due to misconfiguration.
2021‑11-26 New sub-metric Trivial Created "all years best" and added it to the turnover metrics.
2021‑11-25 Improvement Trivial Changed good and bad for Fixed Assets Turnover.
2021‑11-25 Improvement Trivial Hide "3y best" if not in 'show more' mode.
2021‑11-25 New Indicator Minor Cash Turnover Ratio.
2021‑11-25 Improvement Major Made the turnover ratios not be expressed as percentages. Added 'best' sub-metrics to turnover ratios. Moved "Inventory Turnover" to "Profitability - b/on Investment" and provided it the sub-metrics of the other turnover ratios.
2021‑11-24 Bug fix Minor Probably solved a concurrency issue in getting metric groups causing occasional double calculation.
2021‑11-24 Data quality Trivial Corrected flag of South Africa.
2021‑11-24 Improvement Minor Let Maintenance Capital Expenditures (Greenwald) be based on a 10 years period. Also changed 'all years sum' sub-metric to '10y sum' and hide it if not in 'show more' mode. Also changed 'all years diff' sub-metric to '10y diff'.
2021‑11-23 Improvement Minor Maintenance Capital Expenditures (Greenwald): apply capital intensity to revenue.wavg instead of last year revenue.
2021‑11-23 Bug fix Minor Corrected Revenue.years and let it count only meaningful revenue values.
2021‑11-22 Data Quality Trivial Corrected number of shares for EIN3.F.
2021‑11-22 Data Quality Minor Don't take listing on alternative exchanges (like Frankfurt) as home quote to import financial results.
2021‑11-22 Improvement Trivial Financial health score used wrong sub-metric.
2021‑11-22 Improvement Trivial Corrected label of OI margin when generating csv.
2021‑11-22 Improvement Trivial Removed Adj. OI Yield.m of wavgs % from Tobias Carlisle view.
2021‑11-22 Improvement Minor Stop support/import of Unusual expense (income).
2021‑11-22 Improvement Minor Don't take "Other, Net" from EodHistoricalData.
2021‑11-22 Improvement Minor Moved Impairment charges from Other, Net to OpEx.
2021‑11-19 Bug fix Minor Standard views were not localised anymore (and had wrong labels).
2021‑11-19 Data Quality Minor Set location of Alcoa Corp.
2021‑11-19 Improvement Minor Links in documentation only worked when clicking button text. Also increaseed padding of documentation.
2021‑11-19 Documentation Minor Added documentation of www.unclestock.com/documentation/api. Also renamed Glossary to Documentation.
2021‑11-18 Data Quality Minor If Cash and ST investments is derived from history and larger than Current assets, set it to Current assets. Example: Perpetual Energy.
2021‑11-18 Data Quality Minor Corrected financial results for Donegal Group.
2021‑11-18 Improvement Minor Provide "currentonly" parameter in stock csv service to export only current values.
2021‑11-17 Bug fix Minor Corrected metric selection in search dialog using enter key. Corrected metric detection when typing in metric suggestion box.
2021‑11-16 Improvement Trivial Increase width of "unrealised PL" column.
2021‑11-16 Data Quality Minor Don't import total assets if it equals current assets. Example: Eason & Co. Don't import gross profit if it equals revenue.
2021‑11-16 Data Quality Minor Corrected financial results for Donegal Group.
2021‑11-15 Data Quality Minor Corrected balance sheet for Katapult Holdings.
2021‑11-15 Data Quality Minor Don't import financials via non-common stocks. Example: don't use KPLTW to import Katapult Holdings financial results.
2021‑11-15 Data Quality Minor Improved security type identification for Nasdaq.
2021‑11-14 Improvement Trivial Added views and score components to www.unclestock.com/indicators service. Also refactored views.
2021‑11-13 Improvement Trivial Reordered index list
2021‑11-13 Markets Minor Added Bucharest indexes.
2021‑11-12 Bug fix Critical Corrected the determination of the last fiscal year in case that the fiscal year does not match the calendar year. This has impact on the backtest of markets like Australia.
2021‑11-07 Improvement Trivial Exposed FCF'.3y CAGR for search.
2021‑11-06 Improvement Minor If not enough stocks in industry to build medians, use industry group.
2021‑11-05 Bug fix Major Correct fallback search for medians if market cap conditions resulted in no results. Also prevent redo of searches for building medians if no stocks for industry. Also made queries for medians fail fast.
2021‑11-05 Improvement Minor Don't retry queries without results.
2021‑11-05 Data Quality Trivial Set address for UniCredit.
2021‑11-05 Bug fix Major Details panel was not loading if user was not logged in.
2021‑11-05 Improvement Trivial Make it possible to use view url parameter. Example: www.unclestock.com?view=Warren%20Buffett
2021‑11-05 Improvement Trivial Remove "Write a review" button.
2021‑11-04 Improvement Minor Backtest for early years: always fetch 92 stocks in order to cope with many fuzzy results, and keep the backtest with different sizes consistent.
2021‑11-03 Improvement Trivial Added link to Google user group in emails: groups.google.com/g/unclestock
2021‑11-03 Improvement Minor Made import more resilient: read stock from database if not found in cache. Also improved exception handling.
2021‑11-03 Data Quality Minor Corrected Net PP&E for Spear REIT.
2021‑11-03 Data Quality Major Improved/corrected interpretation of Gross versus Net PP&E at import.
2021‑11-02 Data Quality Minor Corrected company mix-up between TD Holdings and T&D Holdings.
2021‑11-02 Improvement Trivial Exposed CFO.3y inc % and CFO.inc % for search. Also removed exposure of CFO.amount and OI.3y inc %
2021‑11-01 Improvement Minor Improved sorting of stock and metric suggestions. Improved layout of metric suggestions and put long name left, short name right. Also removed description from metric suggestion box.
2021‑11-01 Improvement Minor Make reply possible to automatic emails (and changed sender Internet Address).
2021‑11-01 Data Quality Major Make automatic split detection less sensitive to large price drops. Example: MLHK.PA
2021‑11-01 Data Quality Minor Corrected price history of BMRA.
2021‑10-30 Data Quality Minor Corrected number of shares for Fortitude Gold.
2021‑10-29 Improvement Major Let recent year average be based on the last available quarters rather than the 12 trailing months. Example: Lotus Ventures / recent Total Receivables. Also set values fuzzy or remove them if the financial results are too old. Also improved year average if last quarter value is not available.
2021‑10-29 Improvement Trivial Allow crawler result on industries that are not defined in Uncle Stock (instead of giving a NPE).
2021‑10-28 Data Quality Minor Corrected search on some industries by renaming them:
  • "Health Care Plans" to "Healthcare Plans".
  • "REIT - Hotel/Motel" to "REIT - Hotel & Motel"
  • "Real Estate Development" to "Real Estate - Development"
  • "Lumber, Wood Production" to "Lumber & Wood Production".
  • "Semiconductor Memory" to "Semiconductor- Memory Chips"
  • "Auto Manufacturers - Majors" to "Auto Manufacturers - Major".
Also set average beta of Forestry & Paper, Automobiles and Parts industries.
2021‑10-28 Improvement Trivial Corrected the short label of Capital stock in output to csv.
2021‑10-28 Data Quality Minor Corrected historical price data for BUFF and ISRG.
2021‑10-26 Improvement Minor www.unclestock.com/symbols service now returns also delisted stocks if exchange filter is provided. Example: www.unclestock.com/symbols?exchange=NEWYORK.
2021‑10-25 Improvement Minor Publish continent of company instead of continent of exchange in export to csv.
2021‑10-25 Improvement Minor www.unclestock.com/universes service.
2021‑10-24 Improvement Major Make in-between quarter values of balance same as end of period value in case of half-yearly reporting. Examples: Boohoo Group, Tandem Group, Morses Club and Domino's Pizza Group / Total Receivables.
2021‑10-21 Data Quality Minor Corrected historical price data of ATPL.
2021‑10-20 Performance Minor Optimized pages: Use passive listeners to improve scrolling performance, removed Facebook Pixel Code, used smaller sized images and optimized loading of YouTube movies.
2021‑10-19 Improvement Trivial Corrected selfie.
2021‑10-19 Improvement Minor SEO improvements: Simplified data returned to web crawlers (trying to improve Google ranking), corrected some HTTP links and increased space between links of industries page. Also improved layout (width, borders) of industries page.
2021‑10-19 Improvement Minor Corrected mobile landing pages of es, de and nl version.
2021‑10-19 Data Quality Minor Allow non-current assets that are derived from previous quarter to decide to use non-current assets based alternate formula for Net PP&E. Example: Lenozoloto.
2021‑10-19 Data Quality Minor Corrected financial results of DVS Technology.
2021‑10-18 Bug fix Major Recent year average did not use last quarter result and did not transform to fiscal quarter.
2021‑10-15 Bug fix Major Make sure output to csv works for big Market Cap and Enterprise Value numbers (> 2.15 T USD). Examples: Apple and Microsoft.
2021‑10-14 Bug fix Major Output to csv made the line shift if a date value was missing.
2021‑10-14 Bug fix Minor Fixed NPE in determination of last trailing quarter if financial results as of is missing.
2021‑10-14 Data Quality Minor Calculate Net PP&E as Non-current Assets − Goodwill & Intangibles if Net PP&E > Non-current Assets. Example: Georgia Capital. Also corrected Gross CapEx (and also derivation of Gross PP&E) for Georgia Capital.
2021‑10-14 Data Quality Minor Corrected Total Receivables for Morses Club.
2021‑10-14 Data Quality Minor ACT.DE: Removed historical prices before October 2017.
2021‑10-13 Data Quality Critical Automatically remove incorrect links between companies and symbols, which caused invalid financial results. Example: AXA - CSP.L
2021‑10-13 Data Quality Minor Corrected financial results of ChipMOS Technologies, Chesapeake Energy, Tata Motors, Conduit Holdings, Denison Mines and Phoenix Group.
2021‑10-12 Improvement Major Avoid recent value to use financial results that are too old. Example: Strat Petroleum / Total Assets.
2021‑10-12 Data Quality Minor Skip last financial results with suspiciously low Total Assets at import of financial results.
2021‑10-12 Data Quality Trivial Classified CHKEL, CHKEW and CHKEZ as Warrants.
2021‑10-11 Improvement Minor Ensure Non-cash Assets is smaller than Total Assets. Example: Vivanza Biosciences.
2021‑10-11 Improvement Major In Search: made suggestion of candidate metrics more selective. Also changed order of suggestions.
2021‑10-11 Improvement, Bug fix Major Changed the formula of following sub-metrics of income and cashflow metrics from x2/x1 to (x2-x1)/x1, making 0% instead of 100% the centre and renamed them as follows:
  • b/on 3y avg → diff 3y avg
  • b/on 5y avg → diff 5y avg
  • b/on 10y avg → diff 10y avg
This has impact on existing saved queries! Also made them use previous year results to prevent look-ahead bias during backtest.
2021‑10-10 Improvement Trivial Exposed isJunk for search.
2021‑10-08 Bug fix Critical 'Financial data as of' was sometimes incorrectly imported. Example: EDUC.
2021‑10-08 Improvement Minor Small graphs: set financial results aligned with actual reporting. Some bug fixing and refactoring. Examples: Revenue on Boohoo Group, Creightons, Hollysys, Zedge and Lotus Ventures.
2021‑10-07 Data Quality Minor Get historical price data from more reliable (but slower) source if low historical depth. Examples: TAIPY Price / SD 252d, TBLA.
2021‑10-06 Bug fix Minor Profit per Employee did not use history.
2021‑10-06 Bug fix Minor Maintenance CapEx, all yr sum and all year diff had no value if components are calculated.
2021‑10-05 Bug fix Major IAT Yield on EV.qtr: b/on ann qtr failed because IAT.qtr: ann qtr was missing.
2021‑10-05 Improvement Critical Move trailing (and other quarter based year periods) period one quarter further if reporting end of Feb, May, August, Nov. Also corrected small graph for this situation. Example: Boohoo Group.
2021‑10-05 Improvement Trivial Exposed OI and CFO for search.
2021‑10-05 Improvement Trivial In metrics overview: Cut off metric labels further if the screen is not wide enough.
2021‑10-04 Improvement Trivial Corrected typo in backtest documentation: An observation at start of Q1 2015 uses the annual results of 2013.
2021‑10-04 New Metric Minor Maintenance CapEx (Greenwald)
2021‑10-04 Improvement Minor Give warning if Trap score is bad.
2021‑10-01 Bug fix Major Don't calculate trailing EVA by adding quarter numbers.
2021‑10-01 Improvement Minor Make Dechow F-Score fuzzy if too many components are missing. Example: MKB Nedsense. Also add a warning notification if Dechow F-Score is bad. Also lower Uncle Stock score if Dechow F-score is bad. Also use Dechow F-score in Trap score.
2021‑09-30 Bug fix Minor Fixed NPE on new stock in code to clean bad values.
2021‑09-30 Performance Minor Increased performance of gainers/losers and 200d signals.
2021‑09-30 Data Quality Minor Corrected historical price data of TXAR.BA.
2021‑09-30 Bug fix Major Corrected import of financial results from BOVESPA.
2021‑09-30 Data Quality Minor Prevent incorrect import of number of shares for BOVESPA CEDEARs. Also corrected CEDEAR share factor for CSCO.BA, ADBE34.SA, TMOS34.SA and PYPL34.SA.
2021‑09-29 Data Quality Minor Fixed stock split of AM.PA.
2021‑09-29 Improvement Critical Changed the formula of following sub-metrics from x2/x1 to (x2-x1)/x1, making 0% instead of 100% the centre.
  • diff 5y avg
  • diff 5y weakest
  • diff 10y weakest
This has impact on existing saved queries! Also adapted documentation: sub metrics. Also moved their presentation under the Evolution subtitle.
2021‑09-29 Bug fix Minor Omit per share sub-metrics if number of shares is missing
2021‑09-28 Data Quality Minor Skip zero number of shares. Also increase look-back period for missing numbers of shares. Example: PGNT.
2021‑09-28 Improvement Minor Exposed "P/BV ratio.diff to 5y avg" to search.
2021‑09-28 Data Quality Major Automatic reimport of historical price data for stocks that had them imported beginning of september.
2021‑09-27 Data Quality Major Reimported historical price data for a number of stocks that were impacted by a bug from 3 weeks ago. This made for instance (the backtest of) a query sorting on expected return incorrect.
2021‑09-27 Bug fix Critical Avoid set to zero of year value if missing. This corrected derivation of quarter values from year values. Example: Top Strike Resources / Debt issued.
2021‑09-26 Bug fix Minor Probably solved issue that header of stock list table is misaligned with content.
2021‑09-26 Improvement Trivial Make growth of Held by Institutions good.
2021‑09-24 Bug fix Minor Fixed mismatch in import task name if index and stock have 'same name'.
2021‑09-24 Improvement Major Use week gainers/losers in background recalculation. Provide them in user interface, under the Suggestions menu.
2021‑09-23 Bug fix Major Incorrect retrieval of Beta. Examples: TBLA, PCOR, NGMS.
2021‑09-22 Improvement Major Provide ordering of queries and stock lists in My Area.
2021‑09-20 Improvement Minor For yrly change GSD and weakest on price: use quarterly instead of yearly year growth numbers as sample.
2021‑09-20 Improvement Minor Provide a value for price CAGR if not enough years are available.
2021‑09-19 Improvement Trivial Improve presentation of news, keeping the panel small enough in case of long urls.
2021‑09-18 Improvement Minor Exposed IBT.3y CAGR, IAT.3y CAGR and IAT Yield on EV.1y growth for search.
2021‑09-17 Improvement Minor Exposed OI.b/on 10y avg and CFO.b/on 10y avg for search.
2021‑09-17 Bug fix Critical Metrics were sometimes not presented when exporting to csv when exporting views. This was caused by: 1. No proper handling of partially precalculated quantities. 2. Using quarter value as latest year for Analyst Reco (and maybe others).
2021‑09-17 Improvement Minor Optimised TradingView widget on tablets. Also refactored screen size logic.
2021‑09-16 Data Quality Minor Corrected EPS currency error for 0799.HK.
2021‑09-15 Bug fix Major Correction to Mohanram G-Score: Compare to industry arguments compared to 1 instead of 0%. Also fixed bug for arguments that are undetermined. Example: Sea Ltd.
2021‑09-15 Improvement Trivial Present trailing-1 for CFO/ Net Income and FCFO/ EPS.
2021‑09-14 Bug fix Major Fixed bug in processing price history when filling gaps for zero volume days.
2021‑09-13 Bug fix Major Stop interpreting some missing cash flow measures as ttm zero at import. Also clean up all bad values before starting import. Example: ASM.AX / Stock issued.
2021‑09-09 Data Quality Minor Corrected financial results of IGG Inc.
2021‑09-05 Improvement Trivial Added borders to subscription page.
2021‑08-29 Bug fix Minor Corrected backtest error in case of combination of accumulate and equally weighted excess cash. Also corrected the accumulate option to correctly use the backtest number of stocks option.
2021‑08-29 Bug fix Major Ensure existence of zero volume days when processing price history for technical indicators. Example: WACMY.
2021‑08-29 Improvement Minor Recalculate Price.SD 60d and Price.SD 252d instead of taking them from search index (previous calculation).
2021‑08-28 Bug fix Minor Corrected occasional json error in historical price data. Example: BWNG.L
2021‑08-28 Bug fix Critical Derive quarter value of current year quarter, using current year quarter values and last fiscal year value. Also refactored code for financial quarter results. Also use the derived values to get the other quarter values. Also made it work more precise in case that fiscal year does not match calendar year. Also don't apply this logic if the past is not relevant for the metric. Also corrected caching in case of alternative calculations. Also corrected the fact that Cost of Revenue was sometimes not derived from Revenue and Gross profit. Examples: Mediaset Espana Comunicacion / Cost of Revenue. AlzChem Group / Change in WC.
2021‑08-28 Bug fix Minor Correction of Price.SD 252d: not all daily changes were used.
2021‑08-28 Bug fix Trivial Corrected Price Beta values with currency. Example: PLTR
2021‑08-28 Improvement Trivial Added explanation hits in case of capping Beta indicator.
2021‑08-26 Improvement Trivial Renamed "Changes in WC" to "Change in WC".
2021‑08-26 Improvement Critical Improved derivation of quarters from 12 month cash flow values. Example: Boohoo Group / CFO.
2021‑08-25 Improvement Minor Select multiple stocks in stock list using shift-select on check box.
2021‑08-25 Bug fix Minor Derivation of Gross Fixed Assets next quarter took year values instead of quarter values of CapEx and Depreciation.
2021‑08-24 Bug fix Minor Dechow score: check on issue used wrong year. Example: Betterware de Mexico.
2021‑08-24 Improvement Minor Dechow score: don't add Cash Sales growth factor if both revenue vales are not meaningful.
2021‑08-24 Improvement Minor Prevent pull-down-to-refresh on mobile chrome.
2021‑08-23 Improvement Major Made left columns of stock list sticky. Also improved table styling (especially dark version).
2021‑08-22 Bug fix Major Fixed currency error in derivation of quarter result from year value. Example: Taiwan Semiconductor Manufacturing.
2021‑08-21 Improvement Trivial Added EV/ EBITDA to Tobias Carlisle view.
2021‑08-20 New sub-metric Minor all year sum. Also corrected (and refactored) multi-year averages and sums to work more precise in case that fiscal year does not match calendar year.
2021‑08-20 Improvement Critical Improved (and refactored) multi-year averages, sums and diffs to work more precise in case that fiscal year does not match calendar year, and changing the last fiscal year of the recent values.
2021‑08-19 Bug fix Trivial Allow for news item presentation if publication date is missing.
2021‑08-19 New sub-metric Minor Revenue.all years diff
2021‑08-18 Bug fix Trivial Fixed collapse header on non-English versions.
2021‑08-18 Technical Minor Cleaned HTML code.
2021‑08-18 Improvement Minor Let DSO use accounts receivable instead of total receivables.
2021‑08-18 Improvement Minor Let the period of the worst and best sub-metrics be a maximum period. So it's ok if there is no data for the full period. Also use the price component at all 4 start of quarters of the years. Also added explanation in tooltip.
2021‑08-17 Bug fix Major Fixed currency conversion issue in sums and subtractions.
2021‑08-17 Bug fix Critical Fixed caching problem for momental metrics where extrapolated and non-extrapolated numbers got mixed.
2021‑08-17 Bug fix Minor Give more preference to extrapolation from past than to unsure 0 result.
2021‑08-17 Bug fix Minor On Debt & Lease: When taking quarter result, the value should not be set to 0 if unavailable before the "use persistent versus calculate" decision.
2021‑08-17 New indicator Major Cash NOPAT-yield on EV
2021‑08-17 Improvement Trivial Renamed sub-metric "wavg/val" to "b/on wavg". Renamed sub-metric "diff ind b/on wavg/val" to "diff ind b/on wavg".
2021‑08-17 Improvement Minor Exposed "Price to T Book.diff to 10y weakest" for search.
2021‑08-16 Bug fix Major Let most recent navigate backwards starting from most recent quarter of results instead of most recent calendar quarter. Example: A2 Milk Company investments.
2021‑08-16 Bug fix Minor Dechow score was not calculated correctly on server and therefore not indexed.
2021‑08-16 Bug fix Major Import of financial results of Sao Paulo fixed.
2021‑08-16 Bug fix Critical When taking quarter result, the value should not be set to 0 if unavailable before the "use persistent versus calculate" decision.
2021‑08-16 Bug fix Minor Made Investments momental
2021‑08-16 Bug fix Minor Corrected trailing value of RO40 if fiscal year differs from calendar year.
2021‑08-16 New Sub-metric Minor Revenue.years and net CapEx.years.
2021‑08-15 Data Quality Major Prevent invalid financial results due to suspicious date of results at source and as a consequence, incorrect first quarter of fiscal year. Example: Snowflake.
2021‑08-13 Improvement Minor Added 1y diff sub-metric to ROx indicators. Use ROA.1y diff in Dechow F-score.
2021‑08-13 Bug fix Critical When taking last quarter result to calculate end of year for momental metrics, the value should not be set to 0 if unavailable. This gave inconsistencies between quarter and year results, and corrupted the "use persistent versus calculate" decision.
2021‑08-13 Improvement Minor Use 0 for LT investments and Investment in formulas if missing. Also show formula of Investments.
2021‑08-12 Improvement Minor Export stock to csv using view: Include money metrics which are not exposed to search.
2021‑08-12 Improvement Minor Exposed EPS.b/on 3y avg for search.
2021‑08-11 Improvement Minor Stop deriving recent Gross PP&E from other period using Net CapEx and Depreciation.
2021‑08-11 Improvement Major Let quarter based year values be based on available results. Example: trailing will end at the last quarter with results, instead of using an extrapolated value of the not yet available quarters.
2021‑08-10 Improvement Minor Prevent import for 10 days if earnings release was yesterday.
2021‑08-09 New Indicator Major Dechow F-score. Also exposed the components for search and added a Patricia Dechow view.
2021‑08-09 Data Quality Minor Corrected historical price data and EPS estimates of NVDA.
2021‑08-09 Improvement Trivial Show tooltip for price sub-metrics that are not money amounts, like Price.diff ind 30d change.
2021‑08-08 Technical upgrade Minor Upgrade gson, which should prevent occasional persistency errors.
2021‑08-08 New Indicator Minor Accounts Receivable/ Assets.
2021‑08-08 Improvement Trivial Renamed "Accounts Receivables" to "Accounts Receivable". Use AR as short name.
2021‑08-07 New Indicator Minor Inventory/ Assets.
2021‑08-07 Improvement Minor Don't use year average of Total Assets for sub-metrics of RE/ Assets.
2021‑08-07 Improvement Trivial Renamed "Free Cash Flow'" view to "Free Cash Flow".
2021‑08-07 Data Quality Minor CALIX INC. and Calix Limited were considered same company.
2021‑08-06 New indicator Minor Liquidity ratio
2021‑08-05 Improvement Trivial Renamed "EPV to Total Assets" to "EPV/ Assets".
2021‑08-05 Data Quality Minor Changed name of LB and created BBWI and VSCO.
2021‑08-05 New sub-metric Minor b/on 1y diff, as 1y diff / yr avg. Added it for instance on Current Ratio.
2021‑08-04 Improvement Critical Always recalculate Market cap.
2021‑08-04 New indicator Major Cash Sales. Also corrected logic to determine if a metric is momental. Also extended calculation logic to work with differences. Also changed name of Cash Revenue to Cash Revenue adjustment and corrected a link in the documentation.
2021‑08-04 Bug fix Major Solved failing of some 1y growth calculations. Example: for TOR and NOR.
2021‑08-04 Improvement Minor Added CANSLIM view.
2021‑08-03 Improvement Minor Enabled TradingView side panel for screens of 1600-1700px width.
2021‑08-03 Bug fix Minor Solved error in applying first TradingView indicator.
2021‑08-02 Improvement Minor Get top gainers, losers and signals per exchange.
2021‑08-02 Improvement Trivial Corrected number of stocks and metrics in documentation.
2021‑08-02 Improvement Trivial Better fit large symbols in stock list column.
2021‑07-31 Indicator change Major Make Maintenance CapEx = -Depreciation, instead of min(Gross CapEx, Depreciation).
2021‑07-31 New measure Major Free Cash Flow (after full CapEx). Renamed existing Free Cash Flow (after maintenance CapEx) to Free Cash Flow'. All Free Cash Flow dependent indicators remain using the Free Cash Flow' (after maintenance CapEx).
2021‑07-31 Improvement Minor Let FCFO use Net CapEx instead of Gross CapEx.
2021‑07-31 Bug fix Minor Correct formula description of Growth CapEx to use Net CapEx.
2021‑07-31 Bug fix Minor Let Normalised EBIT quarter value use EBIT margin.3y avg.
2021‑07-30 New Indicator Minor Soft Assets to Total Assets
2021‑07-29 Data Quality Trivial Corrected industry of Arcelor Mittal.
2021‑07-29 Improvement Trivial Hide wavg/ya and wavg/share from sub-metrics if not "showing more" mode.
2021‑07-29 New Indicator Minor Soft Assets
2021‑07-28 Bug fix Critical Tablet version: Prevent infinite loop in getting stock data causing creation of mass task requests of un-mark as delisted of the same stock.
2021‑07-28 New Indicator Minor RSST Acrruals to Assets
2021‑07-27 Improvement Minor Added 1y diff, wavg diff and rel diff to various metrics. Example: Revenue.
2021‑07-27 Bug fix Major 1y diff abd 1y growth momental sub-metrics did not use exactly a one-year period. Also fixed for index metrics, like AQI.
2021‑07-27 New metric Minor RSST Accruals.
2021‑07-27 Improvement Trivial Renamed P/val sub-metric to ratio.
2021‑07-26 Indicator change Major Predictability score. Use R2 instead of inc %.
2021‑07-26 Bug fix Major Use the R2 from the log-linear regression as R2 sub-metric. The predictability of the linear regression of the log transformed measures is the predictability of the original measures. It was not correct to use the exp.
2021‑07-26 New indicator Minor Adjusted FRR.
2021‑07-23 Improvement Minor Improved explanation text of metric multiplication. Also refactored multiplication. Example: Normalised Free Cash Flow.
2021‑07-23 New sub-metric Minor Added 6y CAGR.
2021‑07-23 New sub-metric Minor Added 6y avg to ratios like margins.
2021‑07-23 Indicator change Minor Let Normalised Free Cash Flow use FCF Margin.6y avg. Also made a correction so that last year margin is included.
2021‑07-23 Indicator change Minor Let Forward rate of return use EBITDA.6y CAGR, max. 20%. Also removed some meaningless sub-metrics.
2021‑07-22 New Measure Minor Net Non-current Operating Assets.
2021‑07-21 Data Quality Minor Identify LISP.SW, BLKB.SW, BSKP.SW, GRKP.SW, SCHP.SW and TKBP.SW as Subscription Receipts (Certificate of Participation). Corrected number of shares for LISP.SW and LISN.SW. Increased data validation threshold of import of number of shares.
2021‑07-21 New Measure Minor Net Financial Assets
2021‑07-20 Improvement Minor Moved Financing to Market Value group. Moved Equity Financing Ratio and Debt Financing Ratio to Valuation - Balance group.
2021‑07-20 Improvement Trivial News presentation: Stop news description having maximum with.
2021‑07-20 Improvement Major Use earnings calendar (10 days ago) to make reimport of financial results more up-to-date. Also refactored task requests. Side-effect: this will increase the number of securities in the system.
2021‑07-19 Bug fix Trivial Presentation of symbol in stock list was sometimes wrong.
2021‑07-19 Bug fix Minor Corrected today's splits processing of Bombay.
2021‑07-19 Improvement Minor Don't calculate technical indicators if the stock market is missing.
2021‑07-19 Cost Minor Don't calculate technical indicators when processing the new stock splits.
2021‑07-19 Improvement Critical Give priority to biggest movers in background recalculation. Use price used of previous calculation and Price.SD60 to decide if recalculation is needed. Also from User Interface: Use price used of previous calculation and Price.SD60 to decide if recalculation is needed.
2021‑07-19 Data Quality Minor Identified Federal Home Loan Mortgage Corporation preferred shares as preferred.
2021‑07-18 Documentation Minor backtest options
2021‑07-17 Improvement Minor Changed good/bad limit values for Price.SD
2021‑07-16 Bug fix Trivial Chart overlay was also presented on market for which it is not supported.
2021‑07-16 Bug fix Minor Solved technical error when calculating technical error and price history is missing.
2021‑07-15 Improvement Major Provide Top gainers and losers and 200d signals. Silver subscription required.
2021‑07-15 Improvement Trivial Adjusted column widths of stock list.
2021‑07-15 Improvement Trivial Translated Spanish subscription page.
2021‑07-14 Bug fix Major Solved bug in repetitive deleting of stock lists.
2021‑07-13 Improvement Major Increased backend recalculation rate with 10%.
2021‑07-13 Improvement Major Also use quarter from year derivation logic if alternative calculation methods exist. Example: Creightons / CFO.
2021‑07-12 Improvement Minor Made Tax rate.median % more resistant against trend breaks. Examples: Facebook, Regeneron Pharmaceuticals and Veeva Systems.
2021‑07-12 Improvement Trivial Present number of members of the stock lists under My Area.
2021‑07-11 Bug fix Critical Fixed synchronicity bug on import of stock meta data. Fixed import of company name problem. Also let "Reimport" do an reimport of meta data.
2021‑07-11 Bug fix Minor Fixed technical error (NPE) on import if intangibles were missing.
2021‑07-10 Improvement Major Make CAGR and rCAGR "no value" if end value has no value. Example: China Recycling Energy Corp / Gross Profit.
2021‑07-09 Bug fix Minor Add stock to stock list did not set symbol on tablet.
2021‑07-09 Bug fix Minor Export to Excel: Put business summary between double quotes and remove ';' characters.
2021‑07-09 Data Quality Minor Corrected company names of AVNT, ARNC, BKR, VITL and BEN. Correct mixup of Alcoa and Arconic.
2021‑07-09 Improvement Minor Added extra check at import for unrealistically high Intangibles. Example: Capital Ltd.
2021‑07-09 Improvement Minor Use Non-current Assets − Goodwill & intangibles as max for Net PP&E, instead of clearing the value if higher. Example: Cresco Labs, Ero Copper.
2021‑07-09 Improvement Minor Added chart support for Canadian Securities Exchange. Example CL.CN.
2021‑07-09 Data Quality Minor Cresco Labs and Capital Ltd: Clear incorrect Goodwill & Intangibles.
2021‑07-08 Data Quality Minor Rely more on calculation versus value from source for Goodwill & Intangibles. Example: Creightons.
2021‑07-08 Data Quality Major At import, don't derive from metrics with too much rounding. Better exploit existing measures. Example: Creightons / Goodwill & Intangibles.
2021‑07-08 Data Quality Minor Corrected Net PP&E for Atresmedia Corporación de Medios de Comunicación.
2021‑07-07 Bug fix Major Fixed incorrect fiscal year presentation in quarter view.
2021‑07-07 Bug fix Trivial Corrected meta tags of payment done page.
2021‑07-07 Improvement Minor Rewritten logic to derive Gross PP&E from other period's Net PP&E. Example: Global Cord Blood Corp.
2021‑07-07 Data Quality Trivial Dassault Systemes: Reimported data for stock split today.
2021‑07-06 Data Quality Minor Monster Beverage Corp: Have data source consider Other liabilities as (LT Debt &) Lease.
2021‑07-06 Bug fix Minor Derive quarter income or cash flow metric from year rest if it is the only quarter missing. Example: BMTC Group / Revenue.
2021‑07-06 Bug fix Minor Let an immediate retry of a a backtest not fail.
2021‑07-05 Improvement Major Let tooltips work on touch devices.
2021‑07-04 Improvement Minor Decreased epsilon in number comparison between gross profit and revenue to check if they are 'equal'. Example: Zenkoku Hosho Co.
2021‑07-03 Improvement Major Skip income and cash flow quarter results and derive from year result if sum of quarter values differs too much form year value. Example: Monster Beverage Corp. / Interest expenses.
2021‑07-02 Bug fix Minor Technical error (NPE) in relative price change when adding new stock.
2021‑07-02 New indicator Minor Price.SD 252d. Use it for Sharpe ratio.5y. Also let the quick choice for low volatility use it.
2021‑07-02 Improvements Minor Exposed SG&A/ Revenue.5y rCAGR for search.
2021‑07-02 Markets Major Added historical price data for Bucharest.
2021‑07-01 Bug fix Major Import of cash flow: incorrectly derived un-cumulative cash flow quarters from cumulative quarters. Example: BMTC Group.
2021‑06-30 Data Quality Minor SG&A import: Skip zero values, negative value and quarter values greater then year values (or much higher then previous year year value). Clear existing negative values and quarters. Example: DPA Group, Grupo Gicsa, Magellan Health, Black Hills Corp.
2021‑06-30 Data Quality Trivial Add tooltip for index indicators if revenue is not meaningful. Example: Nikola Corp.
2021‑06-30 Data Quality Minor Corrected SG&A for Black Hills Corp.
2021‑06-30 Bug fix Major Quarter was not adjusted to fiscal quarter at import of latest number of shares. Example: OVT.AX.
2021‑06-30 Data Quality Minor Corrected latest number of shares for OVT.AX (raised new equity).
2021‑06-29 Data Quality Minor Corrected financial results of Ansarada Group.
2021‑06-28 Cost Minor Disallow Yandex indexing.
2021‑06-28 Improvement Minor Derive SG&A from Revenue and SG&A / Revenue if missing. With new fuzziness type: "derived from Revenue". Example: Brewin Dolphin Holdings.
2021‑06-28 Improvement Minor Add searchable field: numberOfYears.
2021‑06-27 New indicator Minor Cash-NOPAT.
2021‑06-26 Improvement Critical Extrapolate price independent ratios using 5y rCAGR. Example: Brewin Dolphin Holdings, SG&A / Revenue.
2021‑06-26 Improvement Minor Correct font color for fuzzy values.
2021‑06-25 Bug fix Minor Make SGAI be year period based (trailing instead of recent). Example: Brewin Dolphin Holdings.
2021‑06-24 Improvement Minor SG&A: Don't use 0 is missing. As a result, quarter values are derived from year if missing. Example: AIB Group.
2021‑06-24 Data Quality Minor Corrected SG&A for DPA Group.
2021‑06-23 Improvement Minor Set SGAI to 1 if both revenue values not meaningful, 0 if only second revenue not meaningful or undetermined if first revenue not meaningful. Also changed the values of GMI and SGI if a revenue is not meaningful. Impact on Beneish-M. Example: NKLA.
2021‑06-22 Data Quality Minor Extra validation on import of last number of shares. Example: VLN.TO.
2021‑06-21 Bug fix Minor Import more meta data for Tokyo, like quote type, IPO date and key executives.
2021‑06-21 Bug fix Minor Enable backtest benchmark with Tokyo Stock Price Index.
2021‑06-21 Bug fix Major Corrected persistency bug for quotes.
2021‑06-21 Improvement Minor Improve identification of ETFs. Example: TOPIX Exchange Traded Fund.
2021‑06-21 Improvement Major EBIT: prevail calculated value over the value from source.
2021‑06-21 Data Quality Minor Extra data validation for import of quarter balance sheet by checking suspiciously high quarter current assets. Extra data validation for import of quarter cash flow statement by checking suspiciously high quarter cash flow from operations. Example: DMG MORI.
2021‑06-20 Improvement Trivial News: omit news items containing "Image source: The Motley Fool".
2021‑06-20 Improvement Trivial Made money value columns a bit wider.
2021‑06-19 Improvement Critical Improvement of import of financial results on United States: Given a specific reporting period. For all except number of shares: take "most recently reported" from source. For number of shares: take last as reported if it was reported after the initial reporting date. Examples: number of shares of MYT/BTB, SXTC, CREG, PPBT.
2021‑06-18 Data Quality Minor Corrected number of shares of AST.MI.
2021‑06-18 Data Quality Trivial Symbol change from MYT to BTB.
2021‑06-17 Improvement Trivial Company country: prevail value from company over value from search index over company from exchange. Should not be different.
2021‑06-17 Improvement Trivial Export to Excel: Improve error message if job is not found in cache.
2021‑06-17 Bug fix Major EPS trailing did not use 4 last quarters.
2021‑06-17 Data Quality Minor Remove blacklisted qualifier from Trek 2000 International. Also let company determine being blacklisted.
2021‑06-17 Data Quality Minor Corrected number of shares for 086450.KQ.
2021‑06-17 Bug fix Major Solve KOSDAQ financial results import error.
2021‑06-17 Bug fix Major Corrected npe in balance import from EodHistoricalData.
2021‑06-16 Bug fix Minor Correct position in presentation of AQI.
2021‑06-16 Improvement Major Use end of period number of shares for calculating period based per share quarter values.
2021‑06-16 Improvement Major Make trailing FCFO be the sum of the quarter values. Let FCFO per share values be based on quarter number of shares.
2021‑06-16 Improvement Minor Let FCF Payout ratio use per share amounts.
2021‑06-16 Improvement Minor Use extra search depth for backtest before 2009.
2021‑06-06 Improvement Major Even though most data is half yearly on the exchange, always try to import quarterly data as well. Impacted exchanges: ASX, LON, NZE, ISE. Example: AEXG.L.
2021‑06-01 Improvement Minor Improve error message if initiating search failed.
2021‑06-01 Data Quality Minor Correct business summary of DM.
2021‑06-01 Bug fix Major Backtest: Use final price as period end price for delisted stocks.
2021‑06-01 Improvement Minor Also set 52 week top and bottom price if less then one year of price history.
2021‑06-01 Data Quality Minor Correct Price.52 wk high and Total Return of CBDG.PA
2021‑05-27 Improvement Trivial Updated footer text
2021‑05-26 New sub-metric Minor Added Price.5y yrly change GSD and exposed Price.5y yrly change CV for search/backtest.
2021‑05-25 Improvement Major Added privacy policy.
2021‑05-25 Improvement Trivial Remove button to add multiple stocks from tablet version.
2021‑05-24 Data Quality Minor PATH had wrong name, sector an industry group. (mix-up with NuPathe)
2021‑05-24 New measure Minor Number of employees. Improve number formatting.
2021‑05-24 Improvement Trivial Add "Value stocks" and "Growth companies" to Quick choices (instead of longer description).
2021‑05-24 Improvement Trivial Show that Net PP&E is used by Fixed Asset turnover.
2021‑05-23 Improvement Major Make forward metrics (like FWD OI Yield) again use (Revenue) estimates. Use previous quarter value to estimate missing operational cost quarter. Use previous quarter Gross Margin to estimate missing Cost Of Revenue quarter.
2021‑05-23 Data Quality Minor Corrected financial results of Oranco (wrong currency).
2021‑05-23 Data Quality Minor Corrected income statement for Clinica Baviera.
2021‑05-22 Bug fix Minor Levermann score used forward EPS growth for historical values.
2021‑05-21 Bug fix Major Corrected currency bug in Total Return calculation if dividends and price have different currency and Price.yr range avg calculation. Example: TM.
2021‑05-21 Improvement Major Stop taking EBIT as alternative for missing OI, because EBIT can contain non-operational factors. Exmaple: BB.PA.
2021‑05-21 Improvement Minor Excess Cash'': Consider all Cash and Net Working Capital required if no industry medians.
2021‑05-21 Improvement Minor Industry median calculation: if not enough results, retry search without the cap condition.
2021‑05-21 Bug fix Major Fixed persistency problem on industries. Corrected errors on industries and its medians: Auto Manufacturers - Majors, Industrial Distribution and Home Improvement Retail.
2021‑05-20 Improvement Minor Add symbol list to white board.
2021‑05-19 Bug fix, Performance Critical Export to csv had missing values because recent values were not kept as precalculated values. Extended caching to quarter quantities. Also corrected some errors no search and caching of quarter quantities if fiscal year does not match calendar year.
2021‑05-19 Improvement Minor Use company country in export to csv.
2021‑05-18 Improvement Minor Made 2 new Quick choices: "Companies with improving financials" and "Stocks that are undervalued".
2021‑05-18 Improvement Minor Make Is undervalued searchable.
2021‑05-17 Bug fix Minor Correct arrow before index sub-metrics. (smaller then 1 is down)
2021‑05-17 Bug fix Critical Only clean up obsolete results if there is a reimport of the source.
2021‑05-17 Improvement Minor Don't show metrics before the first quarter of results in small graphs.
2021‑05-17 Data Quality Minor Clean unrealistic Other Liabilities. Example ACT.DE.
2021‑05-17 Improvement Minor Don't show metrics before the first year of results in year overview.
2021‑05-17 Improvement Minor Make Short-term Investments 0 if missing. Example TOI.V.
2021‑05-15 Improvement Major Clean up historical data of AlzChem Group that seems to belong to other company (ticker change).
2021‑05-15 Improvement Major Interpret 0 debt as unknown in quarter results. Example: AlzChem Group.
2021‑05-15 Improvement Minor Add extra source for minority interests.
2021‑05-15 Data Quality Minor Corrected SG&A for AlzChem Group.
2021‑05-15 Data Quality Minor Skip SG&A for quarter if year rest is negative. Example: AlzChem Group.
2021‑05-15 Data Quality Minor Skip Gross Profit if larger then Revenue. Example: VYGVF.
2021‑05-15 Improvement Minor Show quarter based year values (trailing-1 etc) values under the Trailing-Rolling-Forward tab for ratios like margins.
2021‑05-14 Improvement Minor Provided charts for Bucharest Stock Exchange.
2021‑05-14 Improvement Critical Better process re-indexation of stocks that were incorrectly marked for delete.
2021‑05-14 Improvement Minor Only show quarter results up to last quarter of reported financial results. No extrapolation.
2021‑05-14 Bug fix Minor Trap score failed if sector was unknown.
2021‑05-14 Improvement Major Added again support for Bucharest Stock Exchange.
2021‑05-13 Improvement Minor SGI: Set no value for previous year if asset turnover < 2.5%. Set 0 for current year if asset turnover < 2.5%. GMI: Set no value for current year if asset turnover < 2.5%. Set 0 for previous year if asset turnover < 2.5%. DSRI: use DSO values that are minimum 10 days. This has impact on Beneish M-score. Also corrected the handling of missing and undetermined values in the index metrics by considering them as growth indicators.
2021‑05-13 Improvement Minor Expose SGAI, Accruals to assets and LEVI for search. As a result, those metrics are added to the Messod Beneish view.
2021‑05-13 Indicator change Minor Slightly increased the weight of the growth factor in the Uncle Stock score.
2021‑05-12 Improvement Major Increased security against use of disposable emails by means of an extra api. Also solved caching problem of the results of these apis.
2021‑05-12 Data Quality Minor Improve detection and filtering of unrealistic Net PP&E values. Example VAN.BR.
2021‑05-12 Bug fix Minor Set "price used" to previous close if intraday price should not be used because of no exchange license.
2021‑05-11 Data Quality Major Import implied number of shares to improve data for multi share class stocks.
2021‑05-11 Data Quality Minor Corrected number of shares and market cap for some multi share class stocks: Berkshire Hathaway, Orca Energy Group and Gyldendal.
2021‑05-10 New sub-metrics Minor Dividend.3y inc% and Dividend.5y inc%
2021‑05-09 Bug fix Major Corrections to comparing floats to ints.
2021‑05-08 Improvement Minor Use float epsilon in comparison for determining good or bad values.
2021‑05-08 Improvement Trivial Documentation of growth score: Removed old, obsolete components.
2021‑05-08 Improvement Trivial Improved layout of categories.
2021‑05-08 Improvement Minor Exposed Net Payout yield.5y avg for search.
2021‑05-07 Improvement Minor Give Normalised OIAT a negative operand indication if Normalised OI is negative. Propagate this negative operand indication to EPV. Example: Yamana Gold
2021‑05-07 Improvement Trivial Keep graph settings as a browser Cookie for years instead of one month.
2021‑05-07 Improvement Minor Add a link for a metric for some categories.
2021‑05-07 New indicator Minor Is undervalued.
2021‑05-07 New indicator Minor Trap score.
2021‑05-06 Improvement Major Stock categories.
2021‑05-06 Improvement Trivial Removed Company score and Rule of 40 from Overview.
2021‑05-04 Data Quality Minor If missing, derive Gross PP&E from CapEx and next year Gross PP&E. Example: Cresco Labs.
2021‑05-03 Data Quality Minor Omit negative depreciation. Example: Rovio Entertainment.
2021‑05-03 Data Quality Major Omit suspicious OpEx and Operating Income. Example: Rovio Entertainment, Olvi, Associated British Foods, Top Glove, Dewhurst, Severfield and Bodycote.
2021‑05-03 Improvement Trivial Add documentation on wma.
2021‑05-02 Bug fix Minor Fixed bug in UI handling of reimport failure.
2021‑05-02 Data Quality Minor Corrected financial results of Sibanye Stillwater, which were wrong due to currency error.
2021‑05-02 Data Quality Minor Use reported instead of restated financial results for Iberpapel Gestión.
2021‑05-02 Improvement Trivial Avoid reuse of external service for a specific email address to check whether an email address is valid.
2021‑04-29 Data Quality Minor Omit suspicious Gross Profit and Cost of Revenue. Examples: VPK.AS, MMB.PA.
2021‑04-29 Data Quality Minor Corrected Gross Profit 2017 of North Media.
2021‑04-29 Improvement Minor Automatically retry search with less strict conditions if no results.
2021‑04-28 Improvement Minor Give proper error message in the .csv output if export to .csv fails.
2021‑04-28 Bug fix Minor Presentation of "Financial data as of" did not work in .csv export)
2021‑04-28 Bug fix Major Recalculate via button should not clear differences with industry (group) medians.
2021‑04-27 Bug fix Major Search result did not take best stock metrics in case of double listing.
2021‑04-27 New indicator Minor EPV to assets
2021‑04-27 Improvement Critical Prevent time-out when loading predefined lists like industry top: get 24 instead of 240 results per page. Example: Biotechnology top.
2021‑04-27 Data Quality Trivial Improved description of Excess Cash''.
2021‑04-26 Bug fix Critical Latest medians where not kept up-to-date. Also improved industry median calculation by taking a better random.
2021‑04-26 Data Quality Trivial Removed industry: Drugs - Generic
2021‑04-26 Improvement Minor Make consistency check between Depreciation to D&A resilient for rounding. Example: Hermès International Société.
2021‑04-26 Data Quality Minor Corrected quarterly cash flow values of Hermès International Société.
2021‑04-25 Bug fix Minor Precalculated value of multi year Price vs Top/Bottom was not presented in stock list.
2021‑04-25 Bug fix Critical Incorrect use of valid email checker.
2021‑04-25 Bug fix Critical A page refresh at sign up via email hided email sent message.
2021‑04-25 Bug fix Minor 10y inc% had no Trailing value if no current year estimate.
2021‑04-25 Improvement Trivial Add company logos.
2021‑04-24 Data Quality Minor Corrected financial results of The a2 Milk Company.
2021‑04-24 Improvement Minor Try import of Australian stock for New Zealand companies. Example: The a2 Milk Company.
2021‑04-24 Improvement Major Make trailing/rolling/forward fuzzy if all quarters are based on previous year.
2021‑04-24 Improvement Trivial Rename Cash Flow based Aggregate Accruals to Cash Flow Aggregate Accruals. Also improved description.
2021‑04-24 Data Quality Minor Corrected Operating Income for Serverfield.
2021‑04-23 Improvement Major Temporarily stopped support for Romania.
2021‑04-23 Improvement Minor median sub-metric: use fuzzy values and propagate fuzziness if most or all are fuzzy.
2021‑04-23 Improvement Major Averages and geometric mean: Propagate fuzziness exception if less than 7 used values.
2021‑04-23 Bug fix Major Made Valuation yield on EV averages behave price dependent.
2021‑04-23 Bug fix Minor Some metrics where not presented one year before first year of price.
2021‑04-23 Bug fix Minor Allow averages of a set of vales having a fuzziness of type 'is negative'. Ex: SPOT NOPAT.
2021‑04-22 Data Quality Minor Improve import of inconsistent EBIT and EBITDA numbers.
2021‑04-22 Data Quality Minor Correct historical depth, number of stocks and metrics in home page and subscription page.
2021‑04-22 Data Quality Minor Improve import of inconsistent Depreciation and D&A numbers. Example TDOC.
2021‑04-22 Improvement Trivial Move Depreciation rate to Profitability - b/on Investment group.
2021‑04-22 New indicator Minor CapEx / Fixed Assets.
2021‑04-21 Improvement Minor Added extra data for Depreciation and Amortisation and non current assets.
2021‑04-21 Technical Major Prepared data structure for more depth of results.
2021‑04-20 Data quality Major Try to correct error in new data source (US, Canada and Europe) on Gross PP&E, by interpreting it as Net PP&E. Derive Gross PP&E from Net PP&E if missing. Examples: EBAY, VRTX, CIX, PINC, STMP, EDUC, LFVN, ACT.DE, DRW8.DE, CO, TL5.MC, ALGIL.PA, GBT.TO.
2021‑04-20 Net indicator Minor Net CapEx. Renamed CapEx to gross CapEx. Made Growth CapEx = Gross CapEx - Maintenance CapEx.
2021‑04-19 Indicator change Minor Use Normalised Operating Income to calculate EPV.
2021‑04-19 New Indicator Minor Normalised Operating Income.
2021‑04-19 Improvement Trivial Removed "Normalised" from description of EBITDA.
2021‑04-19 Bug fix Minor Adjusted EBIT used EBIT instead of Normalised EBIT.
2021‑04-19 Improvement Trivial Provided some missing translations.
2021‑04-18 Improvement Trivial Renamed Equity Value group to Intrinsic Value.
2021‑04-18 Improvement Minor Refactor EPV into EPV and 'EPV - Equity'.
2021‑04-17 Data Quality Minor Corrected Change in WC for Microsoft.
2021‑04-17 Improvement Major Get fundamental data history as of 1985.
2021‑04-17 Improvement Minor Tax rate.median %: Use only tax rate > 0 and < 100%. Use 5 year median.
2021‑04-16 New indicator Minor NOPAT yield on EV. Expose wavg/val
2021‑04-16 Bug fix Major Small stock graph error for companies with last results as of Dec.
2021‑04-15 Bug fix Critical Dutch version was not working.
2021‑04-15 Improvement Trivial Add support for defaultview url parameter.
2021‑04-15 Improvement Minor Accept symbol url parameter in mobile version.
2021‑04-15 Improvement Minor Change max allowed period return per stock in backtest (also on last period).
2021‑04-15 Improvement Minor Improved name and description of Net Operating Working Capital (NOWC) to Non-cash Working Capital (NCWC).
2021‑04-15 Cost Minor Stop trying to load data for IOB from sources that have no data for it.
2021‑04-15 Data Quality Minor Added support of fundamentals for LTS (kind of sub-market of IOB). Ex: Georg Fischer (0QP4.IL, FIN.SW).
2021‑04-15 Data Quality Minor Corrected historical price data for BEAN.SW.
2021‑04-14 Improvement Minor Improved name and description of Change in WC to Change in non-cash WC. Make clear it logically depends on NOWC instead of NWC.
2021‑04-14 Improvement Minor Improved presentation, the selection of cash flow items of the cash flow group.
2021‑04-13 Improvement Major Took extra data from source for Net change in cash, Change in Working Capital and Free Cash Flow.
2021‑04-13 Improvement Major Stop extrapolation of non-cost income and cash flow results.
2021‑04-13 Improvement Minor Changed boundaries/colors of good and bad for (Net) Complete Quick ratio.
2021‑04-13 Improvement Minor Make Total Assets big/growth is good.
2021‑04-12 Data Quality Minor Corrected historical price data for AEIN.DE.
2021‑04-12 Improvement Critical Improve caching mechanism when searching. Impact on (loading performance and) cost.
2021‑04-12 Improvement Minor Stop making the search result fetch size dependent on the subscription pack.
2021‑04-12 Improvement Trivial Improve width of news description presentation.
2021‑04-10 Bug fix Minor Fixed reading error (number to big for integer) from source.
2021‑04-10 Improvement Minor Show more years and quarters on +2500px monitors.
2021‑04-10 Improvement Minor Use US exchange for financial results data if all company listing are foreign.
2021‑04-10 Data Quality Minor Corrected/cleaned quarterly cash flow results for New Oriental Education & Technology Group.
2021‑04-08 Data Quality Minor Corrected financial results and 'financial results as of' date for Happiness Biotech.
2021‑04-08 Bug fix Major Currency conversion for latest values did not use latest rate.
2021‑04-07 Improvement Major Make it possible to set the currency of viewing results.
2021‑04-07 Bug fix Minor Use results currency in calculation of Excess Cash''.
2021‑04-07 Improvement Trivial Don't use arrow entities on mobile devices.
2021‑04-07 Improvement Trivial Corrected typos in investor names.
2021‑04-07 Improvement Minor Improved layout of mobile landing page.
2021‑04-06 Bug fix Major Margin indicators for previous year were not anymore based on its previous year financials.
2021‑04-06 Improvement Trivial Changed the order of the income measures.
2021‑04-06 New indicator Minor Adjusted Operating Margin.
2021‑04-06 Improvement Minor Add check in UI to prevent query that is > 2000 characters.
2021‑04-06 Improvement Minor Exposed to search: Capex/ OI.10y avg
2021‑04-05 Bug fix Minor Don't produce "Company does not generate revenue" message is revenue is incomplete.
2021‑04-05 Data Quality Minor Corrected quarter income results for Euronext NV.
2021‑04-05 Bug fix Minor Corrected determination of security type.
2021‑04-05 Bug fix Minor Added validation of currency code.
2021‑04-04 New metric Minor FCFF ROTA.
2021‑04-04 New sub-metric Minor Added diff ind 5y avg to gross margin, EBIT margin and EBITA margin.
2021‑04-04 Improvement Minor Exposed to search: EBITA ROTA.%, EBITA ROTA.5y avg, EBITA.amount, Excess Cash''.amount, EBITA Margin.5y avg, EV to T Assets.diff to 5y avg, EV to Assets.diff to 5y avg, Gross Profit.5y rCAGR.
2021‑04-04 New sub-metric Minor Added: EV to T Assets.diff industry, EV to Assets.diff industry.
2021‑04-04 Data Quality Minor Corrected history of total assets for Trulieve Cannabis.
2021‑04-03 Improvement Minor Make it possible to run/export a non-saved query to csv.
2021‑04-02 Bug fix Minor Fixed year error for previous fiscal year if it matches trailing year.
2021‑04-02 Bug fix Minor Solved error on importing income statement of stocks without revenue.
2021‑03‑31 Bug fix Minor Export home country instead of exchange country in export to csv.
2021‑03‑31 Bug fix Minor Summary was not set for some stocks.
2021‑03‑31 Improvement Minor Exposed for search: Adjusted OI.10y inc % and Adjusted OIAI.10y inc %.
2021‑03‑31 Improvement Major Improved/corrected Levermann score (and Levermann view).
2021‑03‑30 Improvement Critical Recalculate history of delisted stocks.
2021‑03‑30 Data Quality Major Use a new source for North America and Europe, which should have positive impact on the quality of number of shares, EBIT and EBITDA.
2021‑03‑29 Improvement Major Made UI more elegant (increased height of rows). Made it possible to switch between compact and elegant.
2021‑03‑28 Data Quality Minor Corrected historical price data for CL.CN.
2021‑03‑28 Improvement Trivial Added 1 month interval as possible default interval for TradingView chart. Also applied full labels to interval values.
2021‑03‑28 Improvement Minor Added Price vs Top.Price vs 3y and Price vs Top.Price vs 5y.
2021‑03‑28 Improvement Trivial Naming of market value: use top and bottom instead of best and worst.
2021‑03‑27 Improvement Minor Set first quarter of fiscal year based on current situation, which matters for companies that change their fiscal year. Ex: RFX.L.
2021‑03‑27 Improvement Major Improve mapping of dates to quarters. Ex: results as of Sept 1 now is mapped to as of Q4.
2021‑03‑26 Data Quality Trivial Corrected historical number of shares for ASX.AX.
2021‑03‑25 Data Quality Minor Improved import of EBIT and EBITDA.
2021‑03‑25 Data Quality Minor Improved skipping of suspicious Gross Profit and Cost of Revenue. Ex: SPR.
2021‑03‑25 Improvement Minor Avoid inconsistency if year equals trailing year.
2021‑03‑25 Improvement Minor Let non-price dependent metrics in small graphs end at last reported calendar quarter.
2021‑03‑23 Data Quality Minor Allow for negative Cost of Revenue. Ex: NWO.DE.
2021‑03‑23 Data Quality Major More strict skipping of unrealistic number of shares and market cap. Ex: ALFPC.PA.
2021‑03‑23 Improvement Minor Improved detection of errors in historical price data. Example INC.MI.
2021‑03‑23 Bug fix Major Price used was incorrectly set to current price.
2021‑03‑23 Data Quality Minor Corrected historical number of shares for UCB.
2021‑03‑22 Improvement Minor Increased reading time-out to get price data from EodHistoricalData.
2021‑03‑22 Improvement Trivial Support ^TOPX, and backtest benchmark.
2021‑03‑21 Improvement Minor Get quarter D&A and Depreciation from previous quarter it not available. Ex: MCM.MC, VAN.BR and VIOT.
2021‑03‑21 Improvement Trivial Only show Financial Results tab it the metric comes from source.
2021‑03‑21 Improvement Minor Improved trailing calculation: Do not skip last quarter value if it contains components of the last quarter.
2021‑03‑21 Improvement Major Currency conversion of full year results uses now next year April rate.
2021‑03‑21 Improvement Trivial Format 0 as int.
2021‑03‑20 Improvement Major Make ratio 0 if numerator is 0.
2021‑03‑20 Data Quality Minor Corrected financial results for Alibaba.
2021‑03‑20 Improvement Minor Reverted change: Present values on small stock charts again in primary currency.
2021‑03‑20 Bug fix Minor Charts: map fiscal to calendar timing.
2021‑03‑20 Improvement Major Add derivation of Q3 and Q4 quarters from 12 monthly cash flow measures. Ex: ALFPC.PA.
2021‑03‑19 Improvement Minor Avoid using historical growth to estimate yearly earnings & cash flow when results are incomplete.
2021‑03‑19 Improvement Minor Adjusted OI: use CapEx if D&A expenses are missing.
2021‑03‑19 Data Quality Trivial Corrected historical number of shares and Market cap for CO, ORC-A.V and ORC-B.V.
2021‑03‑19 Data Quality Minor Updated Treasury rates.
2021‑03‑19 Improvement Trivial Corrected label of Debt Paydown Yield in csv output and metrics page.
2021‑03‑18 Improvement Minor Show inferred values in small graph as full line.
2021‑03‑18 Data Quality Major Made auto detection of errors in historical number of shares more strict. Example: TXG.TO, DPM.TO.
2021‑03‑17 Improvement Major Increased the number of stocks that can be exported to csv to 1500, for the option "Export (selected items of) stock list". Remark 1500 is an estimate: The job must be done in 1 minute or it fails.
2021‑03‑17 Data Quality Minor Corrected historical price data for 6502.T.
2021‑03‑17 Improvement Minor Small charts did not show fuzzy values. Ex: Tangible Assets on ORC-B.V.
2021‑03‑17 Improvement Minor Changed CapEx/ EBIT to CapEx/ OI, where OI is Gross Profit - SG&A.
2021‑03‑16 Data Quality Major Skip unrealistic number of shares. Example: Corrected number of shares for CBE.PA, ADYEY and HESAY.
2021‑03‑16 Bug fix Major Caching did not work for expected return, which had high impact on the loading performance of a stock list.
2021‑03‑16 Performance Minor Improved browser memory allocation.
2021‑03‑15 Data Quality Minor Corrected financial results for Pangaea Logistics Solutions.
2021‑03‑15 Data Quality Minor Total Return: set no value if no end value.
2021‑03‑15 Data Quality Minor Skip unrealistic price year high values.
2021‑03‑15 Data Quality Minor Corrected historical price data for MLVER.PA.
2021‑03‑15 Improvement Minor Added "diff ind" to GP ratio, CROIC and ROIC.
2021‑03‑15 Improvement Minor Don't take year average of Debt for Debt Leverage ratio and Net Debt/ EBITDA.
2021‑03‑15 New sub-metric Minor Yield metrics: created b/on 1y diff.
2021‑03‑15 Bug fix Minor Some stocks were incorrectly identified as preferred. Ex: CRLBF
2021‑03‑14 Improvement Minor Omit value of 5y weakest 1y change, if less than 3 year values exist.
2021‑03‑14 Bug fix Minor Auto-Correct view metrics is they were reorganised.
2021‑03‑14 Improvement Minor Price CAGRs: take shorter period if no price yet at start year (fuzzy).
2021‑03‑14 Bug fix Major Averages were -inf when no values.
2021‑03‑14 Data Quality Minor Corrected historical price data for 5401.T.
2021‑03‑13 Bug fix Major Corrected presentation error in mobile client.
2021‑03‑12 Bug fix Minor Trailing indicator averages was double counting last year if trailing is at end of fiscal year.
2021‑03‑11 Data Quality Minor Ignore negative SG&A values. Ex: Atresmedia Corporación de Medio.
2021‑03‑11 Data Quality Minor Corrected Gross Profit for Royal Dutch Shell.
2021‑03‑11 Data Quality Minor Corrected balance for Robert Walters.
2021‑03‑10 Improvement Trivial Charts: Don't show redundant recent/trailing values for price independent metrics if trailing last quarter is fiscal Q4.
2021‑03‑10 Bug fix Major Calculation date was not filled because of caching of stocks without calculation date. Also made caching of stocks with precalculated quantities synchronously.
2021‑03‑10 Improvement Trivial Improved description of Value score.
2021‑03‑10 Bug fix Minor Some stocks were incorrectly identified as preferred. Ex: NEDAP.AS
2021‑03‑10 Improvement Trivial Increased max number of repetition for symbol and industry columns.
2021‑03‑10 Improvement Trivial Make growth columns wider. Made words in column header smaller if column too small.
2021‑03‑09 Data Quality Minor Corrected number of shares for QCOM.BA.
2021‑03‑08 Bug fix Minor Don't derive OI from Revenue and average margin if missing. OI and EBIT per share were incorrect when using alternative quarter calculations.
2021‑03‑08 Improvement Trivial Yield score used a second time EBITDA yield instead of EBITA yield.
2021‑03‑08 Improvement Minor Skip depreciation rate if > 100%.
2021‑03‑07 Improvement Major Excess Cash'' and Net Debt: Make recent use most recent quarter value. So don't rely on most recent benchmarking.
2021‑03‑6 Improvement Trivial Renamed "Valuation - Assets" metric group to "Valuation - Balance". Also changed order of metrics and choice of most important metrics in the group. Renamed "Asset Value score" to "Balance Value score".
2021‑03‑4 Data Quality Major Improved import logic of number of shares. Avoid rounding.
2021‑03‑2 Improvement Trivial Renamed "Company Value" metric group to "Equity Value".
2021‑03‑2 Improvement Minor Remove rule to skip suspicious high Market Cap on OTC. Ex: TCEHY.
2021‑03‑2 Improvement Major Improved detection of preferred stock, and mapping them to the same company as common stock. Ex: CCOEF and 9697.T.
2021‑03‑2 Bug fix Major Some companies failed to load due to migration problem. Ex: Capcom.
2021‑02‑27 Improvement Minor Make it possible to sort stocks in security list by initial (reversed) order, by clicking a number of times on the symbol column header. 1st click => alphabetical order, 2nd click => alphabetical order reversed, 3rd click => initial order, 4th click => initial order reversed.
2021‑02‑27 Bug fix Trivial Sort security list on country flags.
2021‑02‑26 Data Quality Trivial Recognize Bermuda.
2021‑02‑25 Bug fix Minor Urls to share screens where not correctly encoded.
2021‑02‑24 Improvement Trivial Bring CapEx under CFI.
2021‑02‑24 Data Quality Minor Corrected Depreciation for Koninklijke DSM.
2021‑02‑24 Bug fix Minor Depreciation rate was not based on year average of Gross PP&E in used by panel.
2021‑02‑24 Improvement Minor Net Debt: make recent use recent values of components, instead of most recent Net Debt quarter.
2021‑02‑24 Improvement Minor Take previous quarter is last one is incomplete.
2021‑02‑23 Improvement Minor Don't take Net PP&E as Gross PP&E if Gross PP&E is missing. Use it only as a lower boundary.
2021‑02‑23 Improvement Major Improve/add explanation of composition of year results out of quarter results.
2021‑02‑23 Bug fix Minor Don't recalculate/cache stock without quote.
2021‑02‑22 Improvement Trivial Default save query as private.
2021‑02‑22 Bug fix Minor Persistency problem on large backtest results.
2021‑02‑22 Improvement Minor Added IPO date.
2021‑02‑22 Improvement Minor Don't derive EBIT from Revenue and average margin if missing.
2021‑02‑21 Bug fix Major Gross PP&E was incorrect.
2021‑02‑20 Bug fix Minor NPE when calculating price for delisted stock.
2021‑02‑20 Bug fix Minor Dividend.qtr: b/on ann qtr failed.
2021‑02‑19 Improvement Minor Improved landing page (testimonials).
2021‑02‑18 Improvement Minor Increased backtest quota on new queries to 30/hour.
2021‑02‑18 Improvement Major Increase background recalculation/indexation rate by taking stocks that are indexed more than 3 weeks ago.
2021‑02‑18 Bug fix Minor Handle NPE in backtest on missing positions.
2021‑02‑18 Improvement Minor Avoid distorted Beneish M because of values close to 0.
2021‑02‑18 Data Quality Minor Corrected financial results for Engie.
2021‑02‑16 Improvement Minor Increase Intrinsic Value x years payback with C Book Value.
2021‑02‑16 Improvement Trivial Skip percentage values in graph if value is infinite.
2021‑02‑16 Bug fix Minor Set averages to infinite if all values are infinite.
2021‑02‑15 Improvement Major Support trailing and the like for year averages, which are useful for metrics like DSRI.
2021‑02‑15 Improvement Minor Present trailing-1 and the like for days and daily sub-metrics.
2021‑02‑15 Bug fix Minor Currency problem in days sub-metric calculation.
2021‑02‑14 Bug fix Major Share factor was not applied to number of shares before more than 2 years ago on US exchanges. (ex: BABA)
2021‑02‑14 Improvement Minor Exposed CROIC.rCAGR 67% and GP ratio.8y gmean for search.
2021‑02‑14 Bug fix Critical Scores were not updated in historical search indexes. Also avoid quarter calculation of scores.
2021‑02‑13 Improvement Trivial Backtest: Added stoploss at 25% and 30%.
2021‑02‑13 Technical Major Appengine-sdk upgrade.
2021‑02‑12 Bug fix Major Historical return function was broken. Also fixed benchmarking to S&P 500 TR.
2021‑02‑12 New indicators Major Full Beneish-M, Total Debt/ Assets, LEVI, Accruals to Total Assets and SGAI.
2021‑02‑12 Improvement Minor Exposed Interest Expense to Debt ratio.wavg/ya.
2021‑02‑11 Improvement Minor Removed Copper subscription.
2021‑02‑11 Improvement Minor If EPS was calculated from Net earnings, the start of year number of shares was used instead of the average. ex: ASM.AS, 2013.
2021‑02‑11 Improvement Minor Improved processing of today's splits.
2021‑02‑11 Improvement Minor Made backtest quota different for saved query versus new query.
2021‑02‑11 Improvement Minor Exposed Net Debt to Assets.10y avg for search.
2021‑02‑10 Improvement Critical Use half yearly reported 12-month cash flow to estimate quarter values. Example: ABI.BR D&A expenses.
2021‑02‑10 Improvement Trivial Show all components in mouse-hover hint explanation of IV.
2021‑02‑10 Improvement Minor Gross PP&E: use Net PP&E if missing or < Net PP&E (value unsure).
2021‑02‑10 Data Quality Minor Added PP&E for Cresco Labs.
2021‑02‑10 Improvement Minor Use Market cap − Shareholders' equity for payback period.
2021‑02‑10 Bug fix Major Divide by zero should give infinite instead of undetermined. Example: MNST cash to debt.
2021‑02‑09 Bug fix Major Currency problem on previous close price.
2021‑02‑09 Improvement Minor Year average: skip middle value if it is derived from first one.
2021‑02‑09 Bug fix Minor AQI used depreciation rate instead of Asset Quality, making Beneish-M wrong.
2021‑02‑09 Improvement Major Increased availability of last year quarter results. (ex: ABI.BR: Depreciation)
2021‑02‑09 Bug fix Trivial Current dollar volume was often not calculated as median of daily values.
2021‑02‑08 Data Quality Major Avoid unreliable source for number of shares history on London.
2021‑02‑08 Data Quality Minor Solve currency problem for ZAM.L.
2021‑02‑08 Data Quality Trivial Identified PSI20.LS and CN20G.PA as index, and added historical price data.
2021‑02‑08 Improvement Critical Do calculations in the currency of the financial results. This avoids currency conversions (like for ROA and Asset turnover).
2021‑02‑08 Bug fix Major Accumulated Depreciation was often not imported. Therefore, also Net PP&E was not fully imported. Example: Cresco Labs.
2021‑02‑08 Improvement Trivial Don't show Chartmill overlay for some unsupported exchanges.
2021‑02‑08 Improvement Minor Added CoinMarketCap exchange, and identify these securities as currencies.
2021‑02‑06 Bug fix Major Price.expected growth wrong because of pound/pence mismatch
2021‑02‑06 Bug fix Minor Backtest excluded stocks that where cached without price. Fetch price if extra stocks need fetching.
2021‑02‑05 Data Quality Minor Corrected historical number of shares for SBS.
2021‑02‑05 Improvement Minor Slightly improved the behavior of the metric selection by typing in simulation and graph setup.
2021‑02‑05 Improvement Trivial Improved automatic detection of indexes.
2021‑02‑05 Improvement Minor Support daily split processing for Bombay
2021‑02‑05 Improvement Minor Added NYBOT.
2021‑02‑04 Improvement Major Reverted change, because it made UI faltering: Spare browser memory by lazy recalculation and population of calculation tooltips.
2021‑02‑04 Bug fix Major Currency error on price target related to pound/pence difference.
2021‑02‑04 Improvement Major Added quarter growth sub-metrics to multiples.
2021‑02‑04 Bug fix Minor Correct missing names. ex: 000933.SZ.
2021‑02‑03 Bug fix Critical Prevent infinite import loop. Prevent retry of failing import of price history.
2021‑02‑03 Improvement Major Improved calculation of Year average in case of missing values.
2021‑02‑03 Improvement Major Daily job to reimport stocks that have a stock split today.
2021‑02‑03 Bug fix Minor Backtest: Default S&P 500 (TR) benchmark did not work.
2021‑02‑03 Improvement Critical Prevent out of memory for backtest. Don't try to fetch price for delisted stocks. Cache stocks to make the "next" backtest faster.
2021‑02‑02 Improvement Major Use Shareholders' Equity instead of Shareholders' Equity and Treasury Stock for solvency ratios.
2021‑02‑02 Data Quality Minor Corrected Goodwill & Intangibles for Holland Colours.
2021‑02‑02 Bug fix Trivial Formula explanation did not always use localised name.
2021‑02‑02 New indicator Minor Intrinsic Value (Hold 5 years) and use it in IV. Price / Intrinsic Value (Hold 5 years)
2021‑02‑01 Improvement Minor Added Price.inc %. Also change the order a bit of the price sub-metrics.
2021‑02‑01 Technical task Minor Year switch was not complete.
2021‑02‑01 Performance Minor Code/data cleanup on Quote.
2021‑01‑31 Improvement Minor Lowered threshold to decide exclusion of fuzzy values from average.
2021‑01‑31 Improvement Trivial Uncreased quota for running backtests a bit. And improved error message.
2021‑01‑31 Bug fix Trivial Removed double 8y gmean on EBTI ROTA and others.
2021‑01‑30 Bug fix Major EPS estimates were wrong in case of share factor (ADR). (example DOYU)
2021‑01‑30 Data Quality Minor Start cleanup of some historical, due to stock splits incorrect number of share values on United States stocks.
2021‑01‑30 Data Quality Minor Corrected historical number of shares for UAN.
2021‑01‑29 Improvement Minor Exposed Absolute Sloan ratio.5y avg for search.
2021‑01‑29 Improvement Minor Skip unrealistic number of shares derived form current market cap. (example: SIGL)
2021‑01‑29 Bug fix Trivial Omit infinite values from graphs.
2021‑01‑29 Bug fix Minor Corrected hinting of period of balance measures.
2021‑01‑29 Improvement Minor MBCRO: set bad value limit to 12. Set it to 0 if Cash & ST inv <= 0. Shift the presentation under the correct year.
2021‑01‑29 Performance Major Spare browser memory by lazy recalculation and population of calculation tooltips.
2021‑01‑28 Bug fix Major Let average indicator values take one year back at start of Q1.
2021‑01‑27 Improvement Minor Added averages to DPO, DSO, DIO, CCC and ITR.
2021‑01‑27 New Indicator Minor Fractal Efficiency Ratio. Added it to the steady price uptrend quick choice.
2021‑01‑27 Improvement Minor Updated http://blog.unclestock.com/faq/
2021‑01‑27 Improvement Trivial Updated testimonials.
2021‑01‑27 Improvement Trivial Corrected typo in "linear".
2021‑01‑26 Improvement Minor Let FCF Dividend Payout ratio and Cash Flow/ Earnings use FCFO.
2021‑01‑26 Improvement Minor Add/expose Price.3y CAGR, Price.5y rCAGR and Price.rCAGR 67%.
2021‑01‑26 Improvement Minor Make mouse-hove hint of some large lists more concise.
2021‑01‑26 Improvement Minor Speed up recalculation of new/changed metrics.
2021‑01‑25 Bug fix Major Some technical metrics were not presented in stock list.
2021‑01‑25 Improvement Minor Populate ex-dividend date.
2021‑01‑25 Bug fix Minor Earnings announcement date did not work.
2021‑01‑25 Improvement Minor Changed Burn rate to use Free Cash Flow instead of Net Change in Cash.
2021‑01‑24 Improvement Trivial Stop presenting Financial Results tab for Held by Executives.
2021‑01‑24 Improvement Minor Lowered weight and max value of Held by insiders in Uncle Stock score.
2021‑01‑24 Data Quality Minor Cleaned Held by insiders/institutions if > 100%. Example Eurocastle Investment and Core Laboratories.
2021‑01‑24 Improvement Major Optimized import: avoid unneeded import of second listings.
2021‑01‑23 Improvement Trivial Stop disabling reimport button when doing a manual recalculate.
2021‑01‑23 Bug fix Major If sub-metrics were changed, the persistent view columns were not adjusted to the new sub-metric.
2021‑01‑23 Improvement Minor Avoid unneeded reimports.
2021‑01‑23 Improvement Minor Import worker should also delist if needed.
2021‑01‑23 Improvement Major Increased rate of reimport. This will also increase the rate of recalculation.
2021‑01‑22 Bug fix Minor Number of shares was not always presented in stock list.
2021‑01‑22 Bug fix Minor It was often not possible to open close nodes in the metric selection tree for the view setup.
2021‑01‑22 Improvement Minor Let DCF for Intrinsic Value (DCF FCFO) quadratic use 30 years of predicted cash flow.
2021‑01‑22 Bug fix Minor Corrected occasional pound.pence issue on historical data. Example: CRN.L
2021‑01‑22 Bug fix Critical Csv export contained incorrect income values.
2021‑01‑21 Improvement Minor Added Price trend quick choice.
2021‑01‑21 Data Quality Minor Open short term charts on Buenos Aires Stock Exchange.
2021‑01‑21 Data Quality Minor Corrected share factor of MSFT.BA, PG.BA and WMT.BA.
2021‑01‑21 Improvement Trivial yrly growth GSDs: Corrected csv output label and adapted bounderies for good and bad.
2021‑01‑21 Improvement Minor Allow negative values for b/on yr avg liquidity ratios.
2021‑01‑20 Improvement Critical Try to include minority interests consistently in liabilities, in line with GAAP (not because it's better, but because it's easier to find consistency). Examples: SVM, INVA.
2021‑01‑20 Bug fix Major Financial results as of was set incorrectly. It will take a quarter to fully correct data.
2021‑01‑20 Improvement Critical Reworked recalculation, so that the recalculate button always updates the search index, and it's protected from unnecessary use.
2021‑01‑19 Improvement Minor Give message if stock has been reimported.
2021‑01‑20 Data Quality Minor Recalculated 1.000 stocks that were miscalculated because of (*).
2021‑01‑19 Data Quality Minor Corrected historical balance for Wereldhave.
2021‑01‑19 Improvement Minor Added Deferred tax Assets and Other long-term Assets.
2021‑01‑18 Improvement Major Use only restated numbers of historical Net PP&E in 2018 and 2019 in order to include leases. Also removed alternative calculation of Net PP&E.
2021‑01‑18 Bug fix Major Corrected bug on determining needed exchanges for import, which caused missing data.
2021‑01‑18 Improvement Minor Improved detection of preferred shares. Like HUNDP.AS and PREVA.AS.
2021‑01‑17 Bug fix Major Quarter values per share where not set per share. (*)
2021‑01‑17 Improvement Critical Changed Complete Quick ratios: don't count receivables twice. Extended arithmetic to metrics with different time semantics. Also refactored implementation of year averages.
2021‑01‑16 Bug fix Minor Incorrect alternative calculation for Net Property, Plant & Equipment.
2021‑01‑16 Improvement Minor Changed and renamed OE coverage ratios to FCF coverage ratios.
2021‑01‑16 Improvement Major Include Short term investments in Cash ratio. Added Cash ratio.b/on yr avg.
2021‑01‑16 Improvement Minor Added b/on year to Coverage ratios. Also change name of b/on yr sub-metric to b/on yr avg if denominator is based on year average.
2021‑01‑16 Improvement Minor Changed formula of Quick ratio to Cash & ST inv + receivables.
2021‑01‑15 Bug fix Major Piotroski score used wrong year for Stock issued (repur).
2021‑01‑15 Bug fix Major Updated Backtest parameters were not saved.
2021‑01‑15 Bug fix Major Stock csv output misaligned income year values. Also presented money amounts in USD instead of company currency.
2021‑01‑15 Bug fix Major Corrected import of inventory.
2021‑01‑15 Improvement Trivial Avoid horizontal scroll-bar in backtest result panel.
2021‑01‑15 Cost Minor Restricted resetting/rerunning backtests to max once per 10 days. Restricted running backtest to max 15 per user per hour.
2021‑01‑15 Bug fix Major Corrected treatment of missing stock names (delisted stocks).
2021‑01‑14 Bug fix Minor Backtest: Accumulate did not work anymore.
2021‑01‑14 Improvement Major Year averages: include fuzzy quarter values if they differ from previous quarter.
2021‑01‑14 Bug fix Critical Unneeded database access in new Excess Cash metric made system go out of quota.
2021‑01‑13 Bug fix Minor Add condition columns from query conditions if needed if the query is run from selecting a tab.
2021‑01‑13 Data Quality Minor Corrected revenue for Better Bed.
2020‑12‑13 Bug fix Minor Solved currency problem for Pence in alternative calculations of Gross Profit.
2020‑12‑13 Improvement Minor Calculate Lease if not available. Calculate Debt and Leases if it seems not to contain leases.
2020‑12‑13 Improvement Minor Don't remove outliers for Capex/ Assets averages.
2020‑12‑12 Bug fix Major Benchmarking did not work anymore.
2020‑12‑12 Improvement Major Use benchmarking variant of excess cash in Net Debt and Enterprise Value.
2021‑01‑12 Improvement Major Avoid unneeded fuzziness for year averages.
2021‑01‑12 Data Quality Minor Corrected financial results for Cokal and Cipherpoint.
2021‑01‑12 Improvement Minor Exposed Asset Turnover.ROinc for search.
2021‑01‑12 New sub-metric Minor 8 year Geometric Mean. Apply transformations to deal with negative values.
2021‑01‑11 Data Quality Minor Corrected financial results for Better Bed, IEX and Marel.
2021‑01‑11 Improvement Minor Use Current Assets + net fixed assets as bottom value for Tangible Assets.
2021‑01‑11 Bug fix Major Import from Sharadar was incorrect on Tangible Assets and other derived financial results, for oldest imported historical value.
2021‑01‑11 Improvement Major Added averages to solvency ratios.
2021‑01‑11 Improvement Minor Added Recalculate button. Let it cache and put the stock in search index if price changed.
2021‑01‑11 Improvement Major Included trailing/recent year value in trailing/recent values of multi year averages.
2021‑01‑10 Bug fix Minor Corrected working of CV on no money value metrics.
2021‑01‑10 Improvement Minor Avoid reimport when it was only done not long enough ago.
2021‑01‑09 Performance Critical Improved controlling logic on client to manage cache and decide to recalculate. Be more selective in clearing local cache.
2021‑01‑09 Improvement Trivial Disable 'More stocks' button while loading.
2021‑01‑08 Improvement Minor Changed Maintenance CapEx to be max zero.
2021‑01‑08 Data Quality Minor Corrected mix-up between Key Corp and Keycorp.
2021‑01‑08 Improvement Critical Simplified Growth score, Predictability score, Growth rate and Financial Health score.
2021‑01‑08 Improvement Major Trailing income value: if last quarter is missing, don't take previous, but shift complete trailing back one month.
2021‑01‑08 Improvement Minor Don't use IV 11/15y Payback in global IV if they are fuzzy. Also ignore outliers that are too old in the linear regression of Adjusted OIAI.
2021‑01‑07 Data Quality Minor Corrected EPS for MLCIO.PA.
2021‑01‑07 Bug fix Critical Individual browser side recalculations were not provided to search. Correcting this will increase being up to date of search and performance.
2021‑01‑07 Improvement Critical Increased batch recalculation rate with 50%. This will increase being up to date of search and performance.
2021‑01‑07 Improvement Minor Exposed Sloan ratio for search.
2021‑01‑07 Bug fix Minor Corrected threshold for Beneish-M score to -1.78.
2021‑01‑06 Improvement Trivial Avoid html encodings in security names.
2021‑01‑06 Performance Minor Optimized client caching.
2021‑01‑06 Data Quality Minor Corrected historical number of shares for PUM.DE, RNWEF, ROR.L and VK.PA.
2021‑01‑06 Data Quality Minor Corrected historical price data of NAS.OL and BMPS.MI.
2021‑01‑06 Data Quality Minor Corrected financial results of Rhinomed.
2021‑01‑06 Data Quality Minor Corrected home country of General Dynamics.
2021‑01‑05 Improvement Critical Derive current number of shares from current market cap and price.
2021‑01‑04 Data Quality Major Identify preferred shares on German markets (EIN3.DE, STO3.DE, PAH3.DE and KSB3.DE), and stop returning them from search.
2021‑01‑04 Data Quality Minor Corrected financial results for 8I Holdings.
2021‑01‑04 Data Quality Minor Corrected historical price data for BUB.AX.
2021‑01‑04 Improvement Minor Improved presentation of security suggest box.
2021‑01‑04 Bug fix Minor Corrected small graphs for Valuation ratios.
2021‑01‑02 New indicator Minor Payback period.
2021‑01‑01 Data Quality Minor Take 10 years for FCFO and Adjusted OIAI linear regression.
2021‑01‑01 Data Quality Minor Corrected tax rate for US.
2021‑01‑01 Data Quality Minor Corrected revenue for Challenger Technologies.
2020‑12‑31 New indicators Major IV based on 11 or 15 years payback.
2020‑12‑30 Improvement Trivial Improved tooltip of wavg, showing outlier adjustment.
2020‑12‑30 Bug fix Minor Enable full quarter history for Gross Profit, Adjusted OI and Adjusted AIOI.
2020‑12‑30 Bug fix Trivial Corrected the header of EV' in the csv output.
2020‑12‑30 Data Quality Minor Corrected data for Procter & Gamble Health.
2020‑12‑30 Bug fix Major Import failed when exchange was missing.
2020‑12‑30 New metric Minor Adjusted After Interest Operating Income
2020‑12‑29 Improvement Minor Corrected scale of axe for number of shares.
2020‑12‑29 Improvement Major Improved inter-dependency of Cost of Revenue and Gross Profit.
2020‑12‑29 Bug fix Major Market cap was empty if > 2.1T USD (Apple) due to storage limitations.
2020‑12‑29 New feature Minor Indicators REST service.
2020‑12‑29 New indicator Minor Normalised EBIT. Also use it for Adjusted EBIT.
2020‑12‑29 Data Quality Trivial Removed some unused industries.
2020‑12‑28 Improvement Minor Exposed OER.10y avg for search.
2020‑12‑28 Data Quality Minor Improved logic dealing with irrealistical Gross Profit equal to revenue.
2020‑12‑27 Data Quality Minor Corrected number of shares for FBOK34.SA.
2020‑12‑27 Data Quality Major Changed source of historical price data of TSX Venture Exchange.
2020‑12‑27 Bug fix Major Saved yield of query could be different from backtest result caused by a difference in skipping of incomplete observations at the start. Also corrected an error when excluding observations that were already skipped because incomplete.
2020‑12‑27 Improvement Trivial Renamed NWC to Assets.
2020‑12‑26 Improvement Minor Backtest: Added extra Pyramid selling option: 100-200-300-400%.
2020‑12‑23 Improvement Minor Let year average use all quarter (available) values.
2020‑12‑23 Improvement Minor Use 0 if CFI misses.
2020‑12‑23 Improvement Minor Take opposite values to calculate CAGR for metrics that are typically negative, like Acquisitions.
2020‑12‑23 Improvement Trivial Sort saved queries by name.
2020‑12‑23 Improvement Minor Sloan ratio and depreciation rate were presented in wrong year column.
2020‑12‑23 Improvement Minor Make depreciation rate use year average of Gross PP&E.
2020‑12‑23 Bug fix Minor Don't set accumulated depreciation to 0 if missing.
2020‑12‑23 Bug fix Minor Encode forward slash in urls.
2020‑12‑23 Improvement Major Don't import minority interest from the income statement to the minority interest on the balance.
2020‑12‑23 Data Quality Minor Corrections on income statement of Pershing Square Holdings, Tetragon Financial Group, Brederode and Tubize.
2020‑12‑23 Improvement Minor Made Cost of Revenue unsure if revenue equals gross profit.
2020‑12‑23 Improvement Critical Improved detection of half year results and therefore quarter split of half yearly income results.
2020‑12‑22 Improvement Major Calculate dollar volume as median of daily dollar volumes.
2020‑12‑22 Bug fix Minor Never take a delisted stock as home listing.
2020‑12‑22 Data Quality Minor Corrected financial results (Intangible assets) for Imperial Brands, New Sources Energy and Nomura Holdings.
2020‑12‑22 Bug fix Trivial Color indication on advice was gone.
2020‑12‑21 New indicators Major EV to Assets and EV to Tangible Assets.
2020‑12‑21 Improvement Minor Changed names of Valuation - Assets indicators: "/" => "to".
2020‑12‑21 Bug fix Minor Could not save cash position.
2020‑12‑21 New feature Minor New backtest option: Early sell when reaching price target.
2020‑12‑21 Improvement Minor Don't skip blacklisted stocks from backtest.
2020‑12‑20 Improvement Major In case fiscal year differs from calendar year: Apply zero till latest quarter for missing quarters that can be put to zero.
2020‑12‑20 Improvement Minor Added CCFAT total amount.
2020‑12‑20 Bug fix Major Corrected fiscal year presentation for companies ending their fiscal year calendar end of Q1. Corrected tooltip on year column headers
2020‑12‑19 Data Quality Minor Currency number of shares for EC.PA, ALWEC.PA and BAS.L.
2020‑12‑19 Data Quality Minor Corrected financial results for Canopy Growth Corporation.
2020‑12‑19 Data Quality Minor Currency problem for Huami Corp.
2020‑12‑18 New sub-metrics Major diff ind b/on 3y avg and diff ind b/on wavg/val. Applied it on EBIT yield and EBITA yield.
2020‑12‑18 Improvement Trivial Small intensification of green and red.
2020‑12‑17 Bug fix Major Recent value was not ok if fiscal year didn't match calendar year. Also history is more important than calculation for Goodwill & Intangibles.
2020‑12‑17 Improvement Minor Stop removing account cookies when opening subscription page.
2020‑12‑17 Bug fix Trivial Sort on dates dit not work anymore.
2020‑12‑17 Data Quality Minor Changed source for historical price data for Shangai.
2020‑12‑17 Improvement Trivial Refactored short names of sub-metrics.
2020‑12‑16 Data Quality Minor Corrected several errors in number of shares on Hong Kong.
2020‑12‑16 Bug fix Critical Financial results, like depreciation, were lost on some stocks, due to storage limitations.
2020‑12‑16 New sub-metric Minor diff industry 10y avg. Added it to EBITA ROA and EBITA ROTA.
2020‑12‑16 New indicator Minor EBITA ROA and EBITA ROTA.
2020‑12‑16 Improvement Minor Price target: use EV/EBIT instead of Price/GP.
2020‑12‑15 Bug fix Minor Correction in sort: first click should bring best on top.
2020‑12‑15 Improvement Minor Exclude current year from the trailing value of 5y yrly growth GSD.
2020‑12‑15 Bug fix Minor TradingView charts did not work for US in tablet version.
2020‑12‑15 Improvement Trivial Update testimonial list for tablet.
2020‑12‑15 Improvement Minor Make check boxes size ok cross browser.
2020‑12‑15 Improvement Trivial Typo changes from rCagr to rCAGR.
2020‑12‑15 New submetric Minor 5y growth CV.
2020‑12‑15 Improvement Trivial Increased weight of revenue in growth rate.
2020‑12‑14 Bug fix Critical Latest price target used quarter instead of trailing income.
2020‑12‑14 Improvement Minor 5y yrly growth GSD did use 5y CAGR instead of 5y rCAGR as mean.
2020‑12‑14 Improvement Major Exclude revenue outliers from revenue growth calculations (Asset turnover > 2.5%).
2020‑12‑13 Data Quality Minor Provided TradingView charts for IOB.
2020‑12‑13 Data Quality Minor Recognize Kazakhstan and Latvia as a country.
2020‑12‑13 Improvement Major Added api usage quota. Correct presentation of HTTP error codes.
2020‑12‑13 Bug fix Minor Quarter end month wrong in quarter overview if quarters ends on months like August.
2020‑12‑11 Improvement Minor Make a grey level gradation to reflect the degree of fuzziness, and give them a good/bad color indication. Corrected weak color for dark version.
2020‑12‑11 Improvement Minor Make it possible to export to csv using a currency parameter. Made sure price related metrics are always included.
2020‑12‑11 Bug fix Major Made output to csv thread-safe.
2020‑12‑10 Bug fix Major Company countries were not updating properly.
2020‑12‑10 Improvement Minor Show company home country in stock list.
2020‑12‑10 Improvement Minor Derive D&A expenses and Depreciation from year rest for inconsistent quarter values.
2020‑12‑9 Bug fix Major Fixed an error loading stocks that were not yet migrated from historical architecture.
2020‑12‑9 Data Quality Minor Recognize Malta as a country.
2020‑12‑9 Data Quality Minor Corrected number of shares for ALFPC.PA.
2020‑12‑9 Improvement Major Made operations less sensitive on missing values (ex: LT Debt for AGN.PA).
2020‑12‑8 Data Quality Trivial Make held by insiders 'small is good".
2020‑12‑8 Data Quality Minor Corrected number of shares for XIN and GRVO.PA. Corrected intangibles for Aegon.
2020‑12‑8 Bug fix Major Incorrect detection of fiscal quarters at import (in some cases).
2020‑12‑8 Bug fix Major Incorrect alternative calculation of ST Debt and Leases.
2020‑12‑8 Improvement Minor Stop performing alternative calculations for long time ago quarters of Debt and Leases.
2020‑12‑8 Improvement Minor Provided a bit more data for number of shares and price Beta.
2020‑12‑8 Improvement Trivial Try to solve issue with quarter table width.
2020‑12‑8 Bug fix Minor Corrected bug on import of Net Income form Discontinued Operations.
2020‑12‑7 Bug fix Minor Corrected bug in persisting median balance metrics per industry.
2020‑12‑7 Bug fix Minor Corrected CV for per share measures.
2020‑12‑7 Bug fix Critical Infinite loop in Beta calculation.
2020‑12‑7 Improvement Critical Don't ever remove a stock anymore from historical indexes. Take the being delisted always from the database.
2020‑12‑7 Bug fix Minor Portfolio return and position weight failed if it contains a delisted stock.
2020‑12‑7 Improvement Minor Generate header with fiscal quarters in csv output. Make it possible to export stock meta data from view.
2020‑12‑6 Improvement Critical Enabled new logic that derives missing quarters from year value for many financial results (ex: CapEx). Make inherit from previous quarter more important than year average: only take year average if there are no quarter values.
2020‑12‑5 Bug fix Minor Change in 1m analyst reco fix.
2020‑12‑5 Improvement Trivial Corrected width of x button next to stock lists.
2020‑12‑5 Improvement Minor Export to 1-stock csv: publish url parameters as documentation.
2020‑12‑4 Bug fix Major Export to csv did not export full quarter history for non-US.
2020‑12‑4 Improvement Minor Made metric column a bit smaller in metric table.
2020‑12‑3 Improvement Major Let own calculation of EBITDA prevail over the value from source.
2020‑12‑3 Improvement Minor Exposed Revenue.rCagr 67% for searching.
2020‑12‑3 Data Quality Major Sometimes, Gross PP&E was in fact Net PP&E. Start correcting this.
2020‑12‑3 Data Quality Minor Corrected IBT error for TIE Kinetix.
2020‑12‑3 Improvement Minor Be less strict on allowing fuzzy values in averages.
2020‑12‑3 Improvement Major Take quarter of year value for quarter value of DA if missing.
2020‑12‑3 Improvement Major Start cleaning up bad D&A numbers that are Depreciation.
2020‑12‑3 Improvement Critical Calculate recent, latest, trailing, rolling and forward values from calculated quarter values instead of recent component values.
2020‑12‑2 Data Quality Minor Corrected financial results for ASM International.
2020‑12‑2 Improvement Major Calculate Non-current liabilities as Total liabilities minus Current liabilities, if not available.
2020‑12‑2 Improvement Minor Made small "diff industry 5y yrly growth GSD" good.
2020‑12‑1 New indicator Major Added variant of Enterprise Value for validation.
2020‑12‑1 New indicator Minor Exposed for search: EBITA Yield.% wavg/val, EBIT Yield.% b/on 3yr avg and EBITA Yield.% b/on 3yr avg. Added EBITA Yield.diff industry.
2020‑12‑1 Improvement Minor Small adaption to the Yield score.
2020‑12‑1 New indicator Minor Added Net Debt/ Assets.diff industry.
2020‑12‑1 Bug fix Major Corrected some quarter mismatch at import.
2020‑12‑1 Data Quality Major Corrected historical price data for SP500TR.
2020‑11‑30 Bug fix Trivial Corrected arrow down image in stock page.
2020‑11‑30 Improvement Minor Added flags to views.
2020‑11‑30 Bug fix Minor Corrected industry Beverages - Wineries & Distilleries
2020‑11‑30 Improvement Minor First sort action in stock list will now sort best on top.
2020‑11‑30 Data Quality Minor Recognize Jersey, Channel Islands and Maritius as countries. Set flag for Ireland.
2020‑11‑30 Data Quality Major Get more data on CFO quarters.
2020‑11‑29 Data Quality Minor Corrected country of Netflix.
2020‑11‑29 Data Quality Minor Corrected historical price data of STA.V, GZZ.V and PSHG.
2020‑11‑29 Bug fix Major Added averages and 5y STD to the balance items.
2020‑11‑29 Bug fix Major Skip zero D&A expenses.
2020‑11‑29 Bug fix Major Corrected Tangible Assets for USA stocks with share factor <> 1.
2020‑11‑29 Data Quality Minor FLOW.AS: skip incorrect EPS figures.
2020‑11‑27 Improvement Trivial Correct background color of list boxes in dark view.
2020‑11‑27 Improvement Minor Changes to csv stock export, for export to AI service.
2020‑11‑27 Improvement Minor Extrapolate more quarter expense measure, like CapEx.
2020‑11‑26 Bug fix Minor Skip EBITDA if larger than revenue.
2020‑11‑26 Bug fix Minor Sort on name in stock list was sometiems wrong.
2020‑11‑25 Bug fix Minor Fixed some labels in the csv output. Also improved csv for AI service.
2020‑11‑25 New Metrics Minor Proportional Tangible Book Value and Price / Proportional Tangible Book Value.
2020‑11‑25 Data Quality Minor Start cleaning up old invalid zero quarter values.
2020‑11‑24 Improvement Minor Exposed source for half yearly results for Amsterdam.
2020‑11‑24 Improvement Minor Adjusted OI: Prefer formula with extrapolation of factors over extrapolation.
2020‑11‑24 Improvement Minor OpEx: prefer Gross Profit - OI over Total OpEx - Cost of Revenue.
2020‑11‑24 Bug fix Major Number of available quarters was lost in trailing calculation.
2020‑11‑24 Improvement Minor Propagate fuzziness from CapEx to Maintenance CaPex.
2020‑11‑24 Data Quality Minor Corrected D&A expenses for Unilever.
2020‑11‑24 Improvement Minor Added industry difference to Cash to Assets and NWC to Total Assets.
2020‑11‑24 Bug fix Minor Fixed column sometimes too small for dates.
2020‑11‑23 Improvement Trivial Truncate news items if too long.
2020‑11‑23 Bug fix Major Fixed Price beta history.
2020‑11‑22 Bug fix Major Corrected mismatch between Goodwill & Intangibles and Intangibles.
2020‑11‑22 Improvement Minor Exposed for search: 3y CAGR on Book value.
2020‑11‑22 Data quality Minor Cleaned old invalid Common tangible book value values.
2020‑11‑22 Bug fix Minor Export of stock list to Excel gave empty values.
2020‑11‑22 Data Quality Minor Corrected quarter EBITDA values for PHIA.AS.
2020‑11‑21 New sub-metric Minor Created dif to 10y weakest, and added it to to Price/Sales, Price/FCF and Price/Book.
2020‑11‑21 Bug fix Minor Include current value in best or worst calculation.
2020‑11‑21 Improvement Critical Take quarter results of OpEx, depreciation and amortisation from previous period if not available. Improved extrapolation from previous period.
2020‑11‑20 Bug fix Minor Corrected error on Tangible Assets.
2020‑11‑20 Improvement Minor Remove stock from cache in case of deserialisation error.
2020‑11‑20 Improvement Trivial Increased width of date columns.
2020‑11‑20 Improvement Major For export to AI service: ReST call to write historical metrics to csv, one row per observation. Show this url in stock details csv.
2020‑11‑20 Bug fix Major NPE when calculating medians.
2020‑11‑19 Improvement Minor Add sub-metrics of McLean using average margin.
2020‑11‑19 Improvement Trivial Allow to have 2 times the industry in a view.
2020‑11‑18 Bug fix Minor Corrected some column sizing bugs.
2020‑11‑18 Improvement Major Increased frequency of import of historical price data.
2020‑11‑17 Indicator change Minor Give preference to own calculation of Common stock issued (repurchased).
2020‑11‑17 Indicator change Minor Invested Capital: use NIBCL instead of Payables.
2020‑11‑17 Improvement Minor Tax payables are not mandatory to calculate payables.
2020‑11‑16 Improvement Minor Started collecting cash ratio medians per industry, which will start appearing in the mouse-hover tip on the industry label.
2020‑11‑16 New indicator Minor Cash to Total Assets. Also made several cash ratios present as percentage.
2020‑11‑15 Improvement Major Boundaries on Excess Cash.
2020‑11‑15 Bug fix Minor Letting outliers in price target calculation count just once is corrected.
2020‑11‑15 Improvement Trivial Improved explanation in the calculation hints of the number of quarters back of a balance item.
2020‑11‑10 Improvement Critical Improved precedence and fuzziness rules of mainly quarter balance results.
2020‑11‑13 Bug fix Minor Trying to get rid of sometimes the spinning wheel that keeps spinning?
2020‑11‑13 Improvement Trivial Improved presentation of delete icons.
2020‑11‑12 Data Quality Minor Corrected investments for Aegon.
2020‑11‑12 Bug fix Minor Copy share link: 2 links were generated and at use, it was not url decoded.
2020‑11‑11 New metrics Major Added Tax Payables, Other current liabilities and Pensions and other benefits. And use them in the alternative calculation, ST Debt and Leases and Total investments.
2020‑11‑10 Bug fix Major Corrected and improved Graham formula and O'Malley formula.
2020‑11‑10 Bug fix Minor 3y average per share was not per share.
2020‑11‑10 Improvement Minor Changed several metrics to percentage notation: Book to Market, Net cash to Market, Working capital to Total Assets and OCA/ Revenue.
2020‑11‑10 New indicator Minor Net debt to Market.
2020‑11‑9 Data Quality Major Corrected 2019 Q4 OI for Sweden.
2020‑11‑9 Improvement Major Take into account that intangibles is sometimes goodwill & intangibles at source.
2020‑11‑9 Improvement Minor Made definition of ln more explicitly in documentation.
2020‑11‑8 Data Quality Major Mark OI unsure if calculated using average EBIT margin.
2020‑11‑8 Data Quality Critical Skip Gross Profit ant Operating Income if they are the same than the Revenue.
2020‑11‑8 Improvement Critical Use calculated quarter result as recent value if it's more recent than the most recent result from source.
2020‑11‑8 Improvement Minor Added history urls to lines of stock list csv export.
2020‑11‑8 Improvement Minor Updated metrics glossary, also including numeric representation of metrics, which can be used in ReST calls.
2020‑11‑7 Bug fix Minor Corrected some metric labels in Excel output.
2020‑11‑7 Bug fix Major Corrected symbol syntax for import of specific A and B shares.
2020‑11‑7 Bug fix Critical Completed import of quarter balance items.
2020‑11‑6 Bug fix Minor Stop showing quarter based metrics in long term view presenter. Enable quarters tab for view. Correct header of view benchmark table.
2020‑11‑6 Bug fix Critical LT Debt was imported incorrectly as LT debt and leases.
2020‑11‑6 Improvement Minor Add 'Price used' to presentation.
2020‑11‑6 Improvement Trivial Lowered boundary of EV / revenue to >3 is expensive.
2020‑11‑6 Improvement Minor Moved FCF payout ratio and payout ratio to income group.
2020‑11‑6 Improvement Trivial Added CFO yield on Price to metric group summary.
2020‑11‑6 New indicator Minor EVRG
2020‑11‑6 New indicator Major Intrinsic Value (O-Malley). Price/ Intrinsic Value (O-Malley). Use of it in (global) Intrinsic Value.
2020‑11‑6 Improvement Trivial Correction in documentation of Graham formula: growth is capped at 5%. Corrected in documentation the fact that the PEG ratio and variants use rCAGR 67%.
2020‑11‑6 Improvement Minor Updated testimonials for non-english landing pages.
2020‑11‑5 Data quality Minor Corrected number of shares for EKF.L.
2020‑11‑5 Improvement Critical For some metrics, like balance sheet, interest expenses and number of shares, take previous quarter (marked 'from other period') if quarter value is missing.
2020‑11‑5 Bug fix Critical Remove price dependent metrics from cache if price has changed in some scenarios like add to white board.
2020‑11‑3 Bug fix Critical Half-yearly values were sometimes removed.
2020‑11‑3 Improvement Critical Index stock names instead of company names. This helps to choose A shares above B shares in the search result. Corrected import of company name.
2020‑11‑3 Improvement Minor Improve detection of B shares (N2 Linie).
2020‑11‑2 Improvement Minor Exposed EBITDA.b/on 3y avg for search.
2020‑11‑2 Bug fix Major Corrected logging of year-quarter.
2020‑11‑2 Improvement Critical Use latest reported quarter in trailing value.
2020‑11‑2 New indicator Minor Rule of 40
2020‑11‑2 Improvement Major Added quarter indicators for the margins.
2020‑11‑2 Improvement Minor Added some testimonials and improved presentation of testimonials.
2020‑11‑1 Bug fix Minor Stop showing Bangladesh in tree.
2020‑11‑1 Improvement Minor Added b/on (3y and) 5y avg on many metrics, like (only summing up the ones exposed for search): P/E, Price/Revenue, Price/FCF, EV/EBITA, EV/FCF and EV/Revenue. Added 3y CAGR for Dividend and Total Assets.
2020‑11‑1 Data Quality Minor Corrected historical price data of JIM.L.
2020‑10‑31 Improvement Major Backtest result graph.
2020‑10‑30 Improvement Major Share any stock list or saved query. Automatic Copy share link to clipboard.
2020‑10‑30 Bug fix Minor Opening a shared stock list did not work for unregistered users.
2020‑10‑27 Bug fix Minor Detection of being an index was for some indexes incorrect.
2020‑10‑27 Data Quality Major Added Australia S&P/ASX 100, Austrian Traded Index Prime, Australia S&P/ASX All Technology, US BetterInvesting 100 Index, CAC All-Tradable, CAC Next 20, Dow Jones Composite Average, Tel Aviv 35 Index, Tadawul All Share, Dow Jones Turkey Titans 20 and Thomson Reuters Canada. Set correct graph for Australian indexes.
2020‑10‑27 Improvement Minor Allow to use the ^ character in the benchmark box of the backtest options, making it possible to enter any Yahoo index.
2020‑10‑27 Improvement Minor Replaced S&P500 index by S&P500 TR, Russel 2000 by Russel 2000 TR and Europe Stoxx 600 by Europe Stoxx 600 Total Return.
2020‑10‑26 Data Quality Minor Added FTSE All share (FTAS) index.
2020‑10‑26 Improvement Minor Export ISIN codes to csv.
2020‑10‑24 Improvement Major Take opposite values for growth metrics if metric values are mostly negative (like CapEx).
2020‑10‑23 Data Quality Minor Corrected invalid delisting and being foreign of ITL.PA.
2020‑10‑22 Improvement Major Provide quarter values for momental ratios. Show quarter label in tooltip for momental ratios.
2020‑10‑22 New metric Minor Added Flow ratio.4 qtr avg, and made the multi year averages use quarter values.
2020‑10‑21 Improvement Trivial changed label of some ratio sub-metrics to 'ratio' instead of 'b/on yr'.
2020‑10‑20 Improvement Minor Show annualized instead ot total return for stock list if initial cash position is set.
2020‑10‑20 Bug fix Minor Predictive FCFO: calculate 4 quarters prediction for annualized quarter value.
2020‑10‑20 Bug fix Minor Working icon kept being active if backtest failed.
2020‑10‑19 Data Quality Minor Corrected historical price data of ALKIM.IS. Corrected industry group of SFPI.PA.
2020‑10‑18 Bug fix Major If password was not set, icon kept looping busy.
2020‑10‑18 Improvement Critical Use quarter prices in quarter view.
2020‑10‑18 Bug fix Minor Quarter values of Predictive FCFO were not quarter based.
2020‑10‑17 New measures Major Added Other long-term liabilities, deferred tax liabilities (current, non-current) and deferred revenue (current, non-current).
2020‑10‑17 Improvement Major Allow LT liabilities to be smaller as LT debt.
2020‑10‑17 Improvement Major Don't take minority interest from previous year.
2020‑10‑16 Bug fix Major EV: if debt was missing, minority interests were counted twice and deposits and other long-term liabilities were not subtracted from Net liabilities. If preferred stock was missing, minority interests were not added.
2020‑10‑16 Improvement Minor Classify minority interest under LT liabilities.
2020‑10‑15 Improvement Minor Renamed ROCE metrics: Adjusted ROCE' => Adjusted ROCE, ROCE' => ROCE, ROCE => After tax ROCE, Adjusted ROCE => Adjusted After tax ROCE. Also corrected typo in formula presentation of Adjusted After tax ROCE.
2020‑10‑15 New indicators Minor Adjusted ROCE', FCFF' and CROCE'.
2020‑10‑14 Data Quality Major Corrected historical price data of WOLE.BR and MCEM. Further calibration of automatic split detection.
2020‑10‑13 Improvement Minor Consider small CapEx / Assets as good.
2020‑10‑12 Improvement Minor Uncle Stock score: increased weight of Price/IV; decreased weight of value score.
2020‑10‑12 Bug fix Major Corrected currency error when calculating EBIT using EBIT Margin.
2020‑10‑10 Bug fix Minor Corrected regular expression for ISIN code.
2020‑10‑10 New indicator Minor New indicator: McLean index.
2020‑10‑09 Bug fix Minor Search: Keep most relevant stock (based on exchange) in case of multi-listing.
2020‑10‑09 Improvement Minor Made Bangladesh foreign.
2020‑10‑09 Improvement Minor Exposed 3y CAGR on: GP Ratio, GP Margin, FCF Margin, Free cash ROA, RORE, ROE, ROIC, Cash ROE, ROA and Cash ROA. Exposed 5y and 10y avg on P/S and Revenue yield on EV.
2020‑10‑08 Improvement Minor Improved exception handling of price fetching in case of connectivity problems.
2020‑10‑08 Bug fix Minor Metric calculation failed if no primary currency due to missing link between stock and company.
2020‑10‑07 Bug fix Minor "Financial results as of" was sometimes wrong (example: HBH.DE).
2020‑10‑06 Bug fix Minor ICR and Adjusted ICR: make numerator can be negative, denominator must be positive.
2020‑10‑06 Improvement Minor Exposed "NI.3y CAGR" for search.
2020‑10‑06 Improvement Minor Enabled FWD P/S for search and view.
2020‑10‑06 Improvement Minor Avoid blocking of UI by deferred calculation if price changed and view is changed.
2020‑10‑04 Bug fix Major Being foreign was wrong: Now skipping country value from new source.
2020‑10‑01 Improvement Major Avoid total recalculation when changing view by avoiding clearing stock cache.
2020‑09‑30 Data Quality Minor Corrected historical price data and number of shares of ENTER.AT.
2020‑09-30 Improvement Major Promoted SMA indicators to metric, making MAS and MAG sub-metrics of it.
2020‑09-30 Improvement Minor Enable automatic split detection for factor 5 to 6.
2020‑09‑29 Improvement Major Added ISIN code. Also added some other missing meta-data. Made it possible to lookup a comma separated list of ISIN codes.
2020‑09‑29 Improvement Major Added Prague.
2020‑09‑28 Bug fix Minor Show % on y-axe for group charts.
2020‑09‑27 Improvement Minor Avoid email bouncing: don't email to not existing emails.
2020‑09‑25 Improvement Minor Loosen up implicit condition for standard sector and industry group queries. Used for news feeds.
2020‑09‑25 Data Quality Major Start loading extra historical financial data depth for Karachi, Canadian Securities Exchange and US.
2020‑09‑25 Bug fix Major Year results were always re-imported on Australia.
2020‑09‑24 Indicator change Minor Included Gross margin rCAGR in Growth score. Added Gross Margin rCAGR to fundamental overview. Improved its description.
2020‑09‑24 New Indicator Major OER. Changed C/I ratio to use OI instead of Revenue.
2020‑09‑24 Improvement Minor Stop using FCF margin in growth rate and presenting it in group overview.
2020‑09‑24 Data Quality Minor Start loading extra historical financial data depth for Iceland and Istanbul.
2020‑09‑24 Improvement Minor Exposed 3y CAGR on FCFE, FCFO, ROIC, CROIC, FCF/LT DEBT, OpEx and C/I ratio.
2020‑09‑24 Improvement Minor Added all CAGRs to many metrics.
2020‑09‑23 Data Quality Minor Fixed financial data of SPFI.PA.
2020‑09‑23 Improvement Major Prefer taking previous quarter result over calculation, if calculation is also based on previous quarter.
2020‑09‑23 Improvement Minor Verify if email exists at signup.
2020‑09‑23 Data Quality Minor Start loading extra historical financial data depth for Santiago.
2020‑09‑22 Data Quality Minor Start loading extra historical financial data depth for Johannesburg.
2020‑09‑21 Improvement Trivial Nicer icons
2020‑09‑21 Data Quality Major Start loading extra historical financial data depth for Tokyo, UK, Ireland, Lisbon and The Philippines.
2020‑09‑18 Improvement Major Import full quarter history of number of shares, which makes market cap more granular.
2020‑09‑18 Improvement Minor Added the CAGR sub-metrics to ratios that were still missing them.
2020‑09‑18 Improvement Minor Exposed for search: RE 1y growth, RE 3Y CAGR, cfo/net income 1y growth and cfo/net income 3y CAGR.
2020‑09‑18 Data Quality Minor Start loading extra historical financial data depth for Thailand and Taiwan.
2020‑09‑18 Data Quality Minor Optimize import of yearly results for Australia.
2020‑09‑16 New indicator Minor SG&A / Revenue
2020‑09‑16 Improvement Minor Exposed for search: GP Ratio 3y CAGR, EBITDA 3y CAGR, SG&A 1 y growth, SGA/Gross Profit 3y CAGR and EBITDA MArgin 3 yr CAGR
2020‑09‑16 Data Quality Minor Start loading extra historical financial data depth for Stockholm, Swiss and Saudi Arabia.
2020‑09‑15 Data Quality Major Omit zeros from source, as they often mean 'unknown'.
2020‑09‑15 Bug fix Minor Correct tooltip of fractions. Example: Ohlson O-score.
2020‑09‑15 Data Quality Minor Small recalibrations to Uncle Stock scores.
2020‑09‑15 Data Quality Major Start loading extra historical financial data depth for South Korea, Madrid and Helsinki.
2020‑09‑15 Improvement Trivial Truncate query names to max 35 in query list.
2020‑09‑14 Bug fix Trivial Corrected some images, and header collapsing.
2020‑09‑14 New indicator Minor Moving Average Growth.
2020‑09‑14 Data Quality Major Make India data better available because of flexibility in using code or symbol.
2020‑09‑14 Data Quality Major Start loading extra historical financial data depth for Jakarta, Kuala Lumpur, Tel Aviv, Milano, Mexico, Amsterdam, Oslo and Singapore.
2020‑09‑13 Improvement Minor Added per-share to book value and tangible book value.
2020‑09‑13 Data Quality Major Don't provide non-current liabilities if smaller then long-term debt. Avoid taking non-current liabilities from source for banks.
2020‑09‑13 Data Quality Critical Improve error handling of missing or in-correct balance measures at source: Avoid taking zero if value is missing and use yearly results if they don't match with quarterly ones. Start removing historical zeros.
2020‑09‑13 Data Quality Minor Corrected financial results for DELTA.BO, PHARMAID.BO and SREINFRA.BO.
2020‑09‑13 Data Quality Major Start loading extra historical financial data depth for India.
2020‑09‑13 Improvement Minor Disable signup after logout.
2020‑09‑12 Bug fix Major Don't set balance measures to zero for not reported quarters in case of semi-annual reporting.
2020‑09‑12 Bug fix Major Order of splits was sometimes wrong.
2020‑09‑12 Bug fix Minor Adjust historical analyst price targets for split.
2020‑09‑12 Improvement Minor Handle email bouncing.
2020‑09‑12 Improvement Minor Give possibility to resend password e-mail.
2020‑09‑12 New Indicator Minor FCFO ROE.
2020‑09‑12 Data Quality Major Start loading extra historical financial data depth for Germany, Moscow and Hong Kong.
2020‑09‑12 Improvement Minor Exposed Net Working Capital amount for search.
2020‑09‑11 Improvement Minor Improved calibration of split verification.
2020‑09‑11 Improvement Minor Corrected background color for tabs on some browsers.
2020‑09‑11 Bug fix Minor Corrected flag of United Kingdom.
2020‑09‑11 Data Quality Minor Start loading extra historical financial data depth for Brussels.
2020‑09-6 Data quality Minor Corrected historical price data of PAL.DE.
2020‑09‑4 Data Quality Minor Start loading extra historical financial data depth for China and Denmark.
2020‑09‑3 Data Quality Minor Start loading extra historical financial data depth for Brazil.
2020‑09‑3 Improvement Minor Improved corrective behavior of incorrectly inverted splits with factor 2. ex: AOF.DE.
2020‑09‑2 Data Quality Major Start loading extra historical financial data depth for Australia.
2020‑09‑2 Bug fix Critical Number of shares was wrong for half-yearly reporting.
2020‑09‑1 Data Quality Minor Start loading extra historical financial data depth for Buenos Aires and Vienna.
2020‑09‑1 Improvement Minor Generalised "Keep matching criteria excl. IV valuation" to "Keep matching criteria excl. valuation".
2020‑09‑1 Bug fix Critical EPS was wrong in case of semi-annual reporting, due to a mix-up of per share and total amounts. ex: GTT.PA.
2020‑09‑1 Improvement Critical Automatic detection of sometimes inconsistent cash flow quarter results representation: sometimes cumulative, sometimes not.
2020‑08‑30 Improvement Minor Averages indicators over a period: if all values are fuzzy, the average must have a fuzzy value as well.
2020‑08‑30 Data Quality Major Start loading extra historical financial data depth for OTC and Athens.
2020‑08‑30 New Indicator Minor Predictive FCFO and predictive FCFO yield.
2020‑08‑30 Bug fix Minor Normalized FCF: use current year instead of previous.
2020‑08‑30 Improvement Critical Start loading extra data depth (mostly non-US). Starting with Canada and Paris.
2020‑08‑30 Improvement Trivial View setup: ignore dots in metric lookup.
2020‑08‑30 Improvement Minor Allow volume and dollar volume as column.
2020‑08‑30 Improvement Major Use number of shares of correct quarter in calculation of Market cap.
2020‑08‑29 Data quality Minor Corrected liabilities numbers for Yamana Gold.
2020‑08‑29 Data quality Minor Corrected number of shares for 9988.HK.
2020‑08‑29 Improvement Minor Exposed FCFO yield.% b/on 3y avg for search.
2020‑08‑29 New indicator Minor Net Debt/ Assets.
2020‑08‑28 Improvement Minor GSD calculation: Remove outliers if they are more then 10 years ago.
2020‑08‑28 Improvement Minor Improved detection of securities as non-equity (ex: Direxion).
2020‑08‑28 New indicator Minor FCFO yield.
2020‑08‑26 Improvement Minor Exposed some FCFO CAGRs for search.
2020‑08‑24 Data quality Minor Corrected historical price data of TT.
2020‑08‑22 Bug fix Minor Corrected special characters error for business summary.
2020‑08‑22 Improvement Minor Show charts for mutual funds.
2020‑08‑22 Improvement Minor Don't show advise for non-equities.
2020‑08‑22 Improvement Critical Mutual Fund search.
2020‑08‑22 Improvement Trivial Localisation of security types.
2020‑08‑21 Bug fix Major Current RSI values were wrong.
2020‑08‑21 Improvement Critical ETF search and reworked behavior of ETFs and indexes.
2020‑08‑21 Improvement Minor Use max(0, NOWC) for Capital Employed (Greenblatt).
2020‑08‑18 Improvement Trivial Corrected link to articles.
2020‑08‑18 Improvement Trivial Correct spelling errors.
2020‑08‑17 Improvement Minor IV (FCFO): do not give a value if no recent FCFO is available. IV (FCFO) quadratic: do not give a value if less as 5 FCFO values can be used to perform the regression.
2020‑08‑17 Improvement Minor Price target: use weight 2 for Intrinsic Value if it is fuzzy.
2020‑08‑17 Industries Minor Added Coking Coal.
2020‑08-17 Bug fix Minor Annualise return till backtest date instead of current date.
2020‑08-15 Improvement Minor Match Aktiengesellschaft to AG.
2020‑08-15 Data Quality Minor Corrected wrong name for CSH.DE.
2020‑08-14 Improvement Trivial Stock based compensation: make small good.
2020‑08-14 Improvement Minor Fixed the problem that sometimes the historical metric presentation did not fit the available space.
2020‑08-14 Improvement Minor Removed NOWC from FCFO calculation.
2020‑08-14 Bug fix Minor Keeping tabs between sessions did not always work.
2020‑08-14 Bug fix Trivial Corrected some dead links on the landing pages.
2020‑08-14 Data Quality Trivial Correct wrong name and quote type for QQQ.
2020‑08-13 Improvement Major Made automatic split detection less strict for low split factors.
2020‑08-13 Data Quality Minor Corrected historical price data for F9D.SG and GTYR. KA.
2020‑08-13 Improvement Minor Exposed FCFO.10y inc % for screening and backtesting.
2020‑08-12 Bug fix Major Sharpe and Sortini ratio for stocks: growth rate was not annualized for less then a year periods.
2020‑08-12 Data quality Minor Fixed historical price data for DAAT.
2020‑08-12 Bug fix Minor Quadratic regression NPE.
2020‑08-12 Improvement Minor Rebalance: accumulate.
2020‑08-12 Improvement Trivial Made it possible to backtest Price.5d change.
2020‑08-11 Improvement Trivial Added Sharpe and Sortini ratio over 5d and 14d.
2020‑08-11 Improvement Trivial Stop showing tips for features that are not supported by the user's subscription.
2020‑08-11 Improvement Trivial Improved presentation of K, M and B in numbers.
2020‑08-11 Improvement Trivial Lynch view: use revenue.rCAGR instead of growth rate. Lynch screen: use revenue.rCAGR instead of EPS.rCAGR.
2020‑08-10 Bug fix Major Averages: make sum in company currency, and convert total.
2020‑08-10 Performance Major Don't keep retrying import if no data at source.
2020‑08-10 Bug fix Minor "dif to 5y best": changed name to "dif to 5y weakest", as name was incorrect.
2020‑08-08 Improvement Minor Reworked components/weights of IV. Made linear/quadratic IV's fuzzy if not enough history. Use correct current thirty years treasury rate.
2020‑08-08 Bug fix Major Corrected currency error for regression if earnings currency differs from stock price currency.
2020‑08-07 New indicators Major Intrinsic Value (DCF FCFO) quadratic. Intrinsic Value (DCF FCFO) using the most conservative between linear and quadratic regression. Use this for IV. Impact on IV, price target, Uncle Stock score and advice.
2020‑08-07 Bug fix Trivial Click through on quarter results landed sometimes on wrong metric.
2020‑08-06 Improvement Minor Made linear regression use year values instead of quarter values.
2020‑08-04 Bug fix Major Historical price data of non-common equity, like indexes, were no longer persisted.
2020‑08-04 Data quality Minor Identified several Lyxor securities as ETF.
2020‑08-04 Improvement Minor Stop taking previous period stock or debt issues if no value.
2020‑08-04 Data quality Minor Corrected error in financial results for DFM.AX due to currency error.
2020‑08-03 Bug fix Minor Corrected time axe for technical indicators (like Price vs Top).
2020‑08-03 Improvement Minor Exposed Price vs Top.Price vs 13 wk for search. Renamed those sub-metrics to Price vs y, Price vs half y and Price vs 60d.
2020‑08-03 Improvement Trivial Correct presentation of some special characters in the news items.
2020‑08-03 Data quality Minor Fixed historical price data for DSY.V, XX.V, LGF-B and MSPA3.SA.
2020‑07-30 Data Quality Minor Corrected Operating Income for KWS.DE, SZU.DE and SJJ.DE.
2020‑07‑29 Improvement Minor Exposed EBITDA.5y CAGR for search.
2020‑07-28 Bug fix Minor Default TradingView indicators were added even if there were indicators stored in a Cookie.
2020‑07-26 Data quality Minor Support again Zürich for indexes, enabling benchmarking with the Eurostoxx indexes.
2020‑07-25 Data quality Critical Made import of financial results more reliable for most exchanges by identifying stocks via their listing venue. Remove unneeded check on stock name on those exchanges. This will provide for financial results for more stocks, and correct errors due to incorrect identification.
2020‑07-25 Data quality Minor Deleted OTC Bulletin Board Market, Euronext and Taipei Exchange as they did not contain stocks.
2020‑07-25 Data quality Minor CORT.SI: Removed incorrect financial results.
2020‑07-25 Improvement Trivial Web-version on mobile or tablet: Stopped showing arrow characters before numbers, as they were on some devices displayed as emoji.
2020‑07-23 Improvement Trivial Some cosmetic improvements to stock detail title bar.
2020‑07-23 Data quality Trivial Set location of OSP.DE, making it foreign on German on Xetra.
2020‑07-23 New feature Minor Added forward button next to back button in metric navigation.
2020‑07-21 Data quality Trivial Foresee financial results for KKPLASTICK.BO.
2020‑07-21 Improvement Trivial Use more market conform labels for the most basic indicators: P/E ratio, P/S ratio, P/BV ratio.
2020‑07-20 Improvement Minor Improved fiscal year aligned presentation of liquidity and solvency ratios.
2020‑07-20 Data quality Minor Fixed historical price data for RSYSTEMS.NS.
2020‑07‑20 Bug fix Major Overview of return of saved queries was sometimes wrong for short trades.
2020‑07‑20 Bug fix Critical Reworked calculation of historical Q1. Improved determination of period to use. Examples: use balance of previous year. Period for CAGRs one year back.
2020‑07‑20 Performance Major Improve caching of Q1 metrics.
2020‑07‑19 Improvement Minor Backtest: created new pyramid selling option.
2020‑07‑19 Improvement Major Calculate a quarter metric if not available, instead of using previous quarter value.
2020‑07‑19 New indicator Major IV FCFO and Price/ IV FCFO. Added IV FCFO as factor of Intrinsic Value. Impact on Intrinsic Value and Uncle Stock score.
2020‑07‑19 New indicator Minor Price vs Bottom.Price vs 5y.
2020‑07‑19 Improvement Major Make the Treasury stock component not mandatory in Shareholders' Equity and Treasury Stock.
2020‑07‑19 Bug fix Major Corrected bug in import of Treasury stock.
2020‑07‑18 Improvement Minor Identify rights offerings as subscription receipt. (-R stocks)
2020‑07‑18 Bug fix Minor Corrected fetch of Thailand equities (name and price) with special characters in the symbol.
2020‑07‑17 Indicator change Major Changed formula of Net Operating Working Capital.
2020‑07‑17 Improvement Minor Quarter overview: Make it possible to go back in time four extra quarters.
2020‑07‑17 New sub-metric Minor Slope and intercept. Added on FCFO.
2020‑07‑17 Data quality Minor Import 0 values from Sharadar for Debt.
2020‑07‑17 Improvement Minor Support full quarter history for Cash and Equivalents and Short term investments.
2020‑07‑16 Improvement Minor Owner Earnings: Stopped using average of Changes in Working Capital. Use 5 year average Maintenance Capex instead of all time weighted average.
2020‑07‑15 Improvement Minor New sub-metric: qtr: 5y avg calculating an average quarter based on 4x5=20 quarter values. Added to CapEx and some others.
2020‑07‑15 Bug fix Trivial Estonian and Swedish flags were switched.
2020‑07‑15 Improvement Minor Support full quarter history for Stock based compensation and Change in Working Capital.
2020‑07‑14 New Indicator Major FCFO. Is this a better variant of Owner Earnings?
2020‑07‑13 Improvement Major Added Vietnam: Ho Chi Minh.
2020‑07‑12 Bug fix Minor Corrected Cash Flow After Taxes formula error. Other non-cash items must be subtracted as they are negative.
2020‑07‑12 Improvement Minor Backtest: Pyramid selling.
2020‑07‑12 Bug fix Minor Backtest: Early sell strategies took wrong last period.
2020‑07‑11 Improvement Minor Backtest: Quarter 100% profit - stoploss 80%.
2020‑07‑11 Indicator change Minot Adjusted Return on Capital Employed: subtract LT Leases from Capital Employed.
2020‑07‑11 Bug fix Trivial Details tab panel was sometimes clipped.
2020‑07‑10 New indicator Minor Expected return (price target + dividend). Use it for advice (Act/Wait). Minor impact on Advice: use current tear dividend yield instead of average.
2020‑07‑09 New feature Major Customize indicators on Tradingview charts.
2020‑07‑09 Improvement Major Target price improvement: Give less weight of trend factors. Use Common Book Value instead of Common Tangible Book Value. Reduce weight of outliers. Use trailing income measures. Use sma20 as base for price dependent factors. Impact on Uncle Stock score.
2020‑07‑09 Improvement Minor Exposed sma5, sma10, sma20 and sma26 in user interface.
2020‑07‑08 Improvement Minor Averages of small period/lists: remove outlier at first element.
2020‑07‑08 Bug fix Major Simulation on price and expected growth was incorrect. Also, make the simulation work on the mouse-hover.
2020‑07‑07 Improvement Minor Stop showing redundant quarter metrics in view definition change presentation.
2020‑07‑07 Bug fix Minor Quarter results where occasionally skipped from Sharadar import.
2020‑07‑06 Improvement Trivial Backtest: added 5% stop loss option.
2020‑07‑06 Improvement Major Changed GSD60d to SD60d. Changed stock Sharpe ratio to use SD60d to be more conform.
2020‑07‑06 Improvement Major Changed portfolio Sharpe ratio to use SD instead of GSD to be more conform. Also use average risk free rate over the total period.
2020‑07‑06 Bug fix Critical Forgot to annualize standard deviation and downside risk for backtest Sharpe ratio and Sortini ratio. Also incorrectly used annualized instead of period average
2020‑07‑05 Data quality Trivial Added current 10 year treasury rate. Impact on Sharpe and Sortini ratios.
2020‑07‑05 Indicator change Minor Use Moving Average Slope of sma200 in calculation of price target.
2020‑07‑04 Bug fix Trivial Corrected last factor in Mohanram G-score Percentage.
2020‑07‑04 Bug fix Minor Backtest options: take profit early sell option did not work above 100%.
2020‑07‑04 Improvement Minor Exposed Price.rCDRG 60d (momentum) for search/backtest.
2020‑07‑04 New indicators Minor R&D/ Book and CapEx/ Depreciation
2020‑07‑04 Performance Major Performance improvement of metric calculation (caching).
2020‑07‑03 Bug fix Major Difference with industry did not work on Q1. Impact on Mohanram G-score.
2020‑07‑03 Improvement Minor Backtest options: Allow to specify start year of backtest. Also keep backtest options between sessions (using a Cookie).
2020‑07‑03 Improvement Minor Output to Excel: present momental quarter metrics under correct fiscal quarter.
2020‑07‑02 Improvement Minor Increased granularity of graphs to quarters for balance sheet measures.
2020‑07‑02 Improvement Minor Support full quarter history for Revenue, Cost of Revenue, SG&A, Income Tax Expense, Total Receivables, Inventory, ST Debt & Leases and Deferred Revenue.
2020‑07‑02 Bug fix Minor Golden Cross did not work server-side, so was not searchable.
2020‑07‑02 Bug fix Minor Backtest: stoploss on last period was wrong.
2020‑07‑02 Data quality Trivial Corrected bond rates for backtest with Excess cash in bonds.
2020‑07‑01 Bug fix Trivial Corrected label of expectation weighted maximal position backtest position strategy.
2020‑07‑01 Improvement Minor Exclude Capital Leases from NIBCL. Wide, yet small impact.
2020‑06‑19 Bug fix Critical Corrected error in importing Interest Expenses. Impact on EBIT values before 2014 for non-US markets.
2020‑06‑18 Improvement Trivial Increased font size of html stock report.
2020‑06‑18 Bug fix Minor Corrected formatting errors of ↗ ↘ arrows in html export of a stock.
2020‑06‑18 Data Quality Minor Corrected historical price data of 7231.KL and ALCYB.PA.
2020‑06‑18 Bug fix Critical Saved queries disappeared sometimes.
2020‑06‑17 Improvement Minor 15 day price change.
2020‑06‑16 New feature Major Give possibility to present chart at the left.
2020‑06‑16 Bug fix Major Latest price on Karachi was price 6 months ago.
2020‑06‑15 Data Quality Minor Corrected historical price data of WDP.BR, TYG and GAIL.KA.
2020‑06‑15 Improvement Minor 5 day price change.
2020‑06‑15 Improvement Minor Set interval for TradingView charts. Use at least daily for non-US markets.
2020‑06‑14 Improvement Minor Backtest: Exclude dividend form total return if it is unrealistically high.
2020‑06‑14 Data Quality Minor Loaded stocks for The Philippines. Many stocks of The Philippines were incorrectly de-listed. This will be corrected automatically.
2020‑06‑14 Improvement Minor Made startDate searchable.
2020‑06‑14 Improvement Trivial Made splitsCount searchable.
2020‑06‑13 Bug fix Minor Trailing-1 and rolling-1 values were sometimes 0.
2020‑06‑13 New indicator Minor Return on Research Capital.
2020‑06‑12 New indicator Minor EV / R&D
2020‑06-12 Bug fix Minor Don't import or store companies without a name.
2020‑06-12 Bug fix Major Don't delete stocks without financial results from historical search indexes.
2020‑06-12 Bug fix Major Export to csv failed if stock not found.
2020‑06-11 Data quality Minor Fixed historical price data for 2477.TW, 9911.TW and NATFIT.BO.
2020‑06‑11 Improvement Minor Prevent that selecting an equity using checkbox cell initiates a load.
2020‑06‑11 Bug fix Major Corrected some bugs in moving equities from one equity list to another.
2020‑06‑11 Improvement Trivial Use the term equity instead of stocks where several equity types can be used.
2020‑06‑11 Bug fix Major Use ratio of totals instead of average ratio for (adjusted) ICR. Corrected the indicator color for ICR averages if total Interest Expense is zero. Also added b/on 5y for margin indicators.
2020‑06‑10 Bug fix Major Corrected English name and description of Derivative Assets.
2020‑06‑10 Improvement Minor Support full quarter history for Current Assets and Current Liabilities.
2020‑06‑09 New indicator Minor Owner Return on Tangible Assets.
2020‑06‑09 New indicator Minor EBIT Return on Tangible Assets.
2020‑06‑08 New indicator Minor Tangible Gross Profitability ratio.
2020‑06‑08 Industries Minor Added REIT - Specialty.
2020‑06‑08 Data quality Minor Import more frequently historical price data of indexes (needed for the backtest benchmark).
2020‑06‑07 Bug fix Major To per share conversion for balance measures used wrong moment for number of shares.
2020‑06‑07 Bug fix Major Probably fixed occasional concurrency problem and memory leak at getting list of equities (?).
2020‑06‑07 Data quality Minor Corrected revenue of Can Fin Homes.
2020‑06‑07 Bug fix Minor Corrected period for current margin CAGRs.
2020‑06‑07 Improvement Minor Added CAGRs to balance sheet measures.
2020‑06‑07 Improvement Minor Backtest: added 'Keep matching criteria excl. IV valuation' rebalance option.
2020‑06‑06 Data quality Critical Initiated re-import of 2.900 delisted stocks for US.
2020‑06‑06 Data quality Major Gross profit was often the same value as revenue.
2020‑06‑06 Bug fix Minor Quarter results presentation on metrics group failed.
2020‑06‑04 Data quality Major Don't provide current measures, like Shareholders' equity and EBITDA for stocks that did not report results for many years.
2020‑06‑04 Improvement Minor Backtest: Added/changed position floor and ceil for the volatility weighted position sizes.
2020‑06‑04 Improvement Minor Backtest: added maximum size for volatility and opportunity weighted position strategies.
2020‑06‑04 Improvement Major Use quarter of yearly income measure if quarter value is missing.
2020‑06-04 Improvement Trivial Made Certain other non-cash charges positive present as green/good.
2020‑06-02 Data quality Minor Fixed historical price data for 2478.TW and AYN.SI.
2020‑06‑03 Bug fix Critical Stopped removing delisted stocks from historical search indexes.
2020‑06‑03 Improvement Minor Added CAGRs to Margin indicators.
2020‑06‑03 New Indicator Minor Operating Margin. And use this instead of EBIT Margin for Growth score, Growth rate and Levermann score.
2020‑06‑02 Improvement Minor Increased number of backtest results for metrics with lots of fuzziness. Like Price/ IV (Buffett) and IRR.
2020‑06‑02 Improvement Minor Show only short term price graphs for India NSE.
2020‑06‑02 Bug fix Major Backtest Top 12 failed.
2020‑06-02 Data quality Minor Fixed historical price data for BET.MI.
2020‑06‑01 Data quality Minor Corrected financial results of Altran.
2020‑06‑01 Improvement Minor Added averages to scores. Exposed 5 year average on Piotroski score.
2020‑06‑01 Improvement Minor Improved task scheduling (backtest).
2020‑06‑01 Improvement Minor Avoid double postings of news feeds.
2020‑05‑31 Data quality Major Improved robustness of coping with split adjustments at source applied at wrong date.
2020‑05‑31 Data quality Minor Fixed historical price data for DCIX and CEI.
2020‑05‑31 New indicator Minor Cash to Debt.
2020‑05‑31 Improvement Minor Increased the frequency of the rss feed posts (except to Linkedin).
2020‑05‑30 Improvement Major Add a variant to backtest result without outliers.
2020‑05‑29 Data quality Critical Fixes of historical price data for Thailand, Jakarta, Singapore and Shanghai markets.
2020‑05‑29 Bug fix Minor Backtest early sell options did not work for last observation.
2020‑05‑29 Bug fix Major Remove symbols from stocklist failed sometimes due to too much contention. Made synchronized.
2020‑05‑28 Improvement Minor Re-calibrated Yield score for normalization to 0-100%.
2020‑05‑28 Improvement Minor Added EFR best and worst sub-metrics.
2020‑05‑27 Data quality Minor Corrected historical price data for DSS, AACG, SSSC.BK, TBSC.BK, BTPN.JK, HEPA.
2020‑05‑27 Bug fix Major Beta values were not kept historically.
2020‑05‑26 New indicator Major Golden cross.
2020‑05‑26 Improvement Minor Made color presentation of Moving Average Slope (MAS) the more the better. Added MAS over 200 days.
2020‑05‑26 Improvement Minor Give Cash/CA and Cash/CL a non-percentage presentation.
2020‑05‑26 Bug fix Minor Corrected OE for quarter. Is used some year values.
2020‑05‑25 New indicator Minor Cash ratio.
2020‑05‑25 Bug fix Major Memory leak: Close resources after responding crawler and export to csv requests. Use again lower memory instances (1Gb).
2020‑05‑24 Bug fix Major Double tab panel due to NPE getting currency rates.
2020‑05‑24 Bug fix Critical Corrected import of Interest Expenses (and EBIT) if Interest Expenses are zero (ex 5024.KL).
2020‑05‑24 Data quality Minor Corrected historical price data for 5024.KL.
2020‑05‑23 Improvement Minor Added averages for Payout ratios.
2020‑05‑23 Bug fix Major Per share metrics (like EPS) failed for current year due to year average improvement. (7)
2020‑05‑23 Data quality Minor Corrected Gross Profit 2019 for IEL.AX.
2020‑05‑22 Bug fix Major Corrected year determination of subtractions embedded in other expressions. Impact on EFR, Residual Income and Equity Charge.
2020‑05‑22 Improvement Major Let recent year averages use full trailing year, instead of the incomplete current year. (7)
2020‑05‑22 Bug fix Major Recent Quick ratios b/on year avg used wrong year for denominator.
2020‑05‑22 Bug fix Trivial Quick ratio failed in used-by lines.
2020‑05‑21 Technical Major Improve memory usage, leaks and use instances with more memory.
2020‑05‑21 Indicator change Minor Use Complete Quick Ratio, instead of Quick ratio in Financial Health score. Impact on Uncle Stock score
2020‑05‑21 New indicator Minor Made 2 versions of Complete Quick Ratio: before and after dividends paid.
2020‑05‑20 Improvement Trivial Changed description of Coverage Ratio formulas using logical sign of Dividends Paid.
2020‑05‑20 Indicator change Minor Use year avg of Liabilities for Quick ratio and Complete Quick Ratio.
2020‑05‑20 Improvement Minor Exposed for search: 5y and 10y avg for EV/ EBIT.
2020‑05‑20 New indicator Minor OE Current Liabilities coverage ratio and Complete quick ratio.
2020‑05‑20 New indicator Minor Net Worth and Faustmann ratio.
2020‑05‑19 Improvement Major Changed formula of Invested Capital. Impact on ROIC, Growth score and Uncle Stock score.
2020‑05‑19 Improvement Minor Changed Excess cash after debt payment back to the old implementation.
2020‑05‑19 Improvement Trivial Changed NIBCLS to NIBCL.
2020‑05‑18 Improvement Minor Exposed for search: 10y avg Earnings yield.
2020‑05‑18 Improvement Major Changed Excess Cash to include the money needed to pay Short-term debt. This corrects a double counting error on Net Debt and EV. Made variant Excess Cash' to be used for Net Operating Working Capital, and Capital employed. Improved Net Operating Networking Capital to use this new variant of Excess Cash, instead of total cash. Improved Capital Employed (Greenblatt) to use the (improved) Net Operating Working Capital.
2020‑05‑17 Technical task Critical Major refactoring and optimization of server side memory usage.
2020‑05‑17 Data quality Minor Corrected historical price data for 7089.KL.
2020‑05‑17 Improvement Minor Exposed for search: 5y and 10y avg for Flow Ratio.
2020‑05‑17 Data quality Minor Corrected historical price data import for Swiss.
2020‑05‑16 Data quality Minor Corrected technical indicators for VET.SW..
2020‑05‑16 Data quality Minor Corrected Operating income for SCHN.SW.
2020‑05‑15 Improvement Minor Exposed Flow ratio, 5 and 10y avg for search.
2020‑05‑14 Bug fix Minor Number of results fetch size was incorrect when running saved query from tab.
2020‑05‑13 Improvement Minor Exposed several worst sub-metrics over 5 and 10 years, for ROCE, ROCE' (Greenblatt), Current Liabilities Coverage Ratio, Gross Margin, CapEx/Assets, Cost-to-Income, R&D/Revenue and Flow Ratio.
2020‑05‑12 Improvement Major IV: fuzziness prevails over being zero to determine weight of a specific IV methods. Avoid removing outliers is not enough results values. Make IV Lynch, Adj. IV Lynch and Graham number 0 if eps < 0. Impact on Uncle Stock score.
2020‑05‑12 New feature Minor New backtest rebalance option: keep if price/IV < 1.
2020‑05‑11 Improvement Minor Made dividends 'inc' sub-metrics use inflation unadjusted dividend. Exclude current year from current inc calculation for metrics without estimates (revenue, eps).
2020‑05‑08 Improvement Major Reverted attempt to use pixel ratio.
2020‑05‑08 Indicators Minor Added best and worst over 10 years for Beneish M, Montier C and Absolute Sloan.
2020‑05‑07 Data quality Minor Fixed historical price data for Bangkok stocks with a dash in it.
2020‑05‑07 Bug fix Critical Users failed to login due to bug in device pixel ratio. (see below)
2020‑05‑07 Improvement Major Use device pixel ratio to optimize presentation.
2020‑05‑07 Bug fix Major Failed to open a saved query without sort condition.
2020‑05‑07 Bug fix Minor Refresh stocks lists failed after delete a stock list.
2020‑05‑06 Compliance Critical Show no more intra-day UTP data for Nasdaq and OTC.
2020‑05‑06 Bug fix Major Indicators (like growth) should use financial results in the currency of reporting. Conversion to stock price currency is only for comparison with stock price.
2020‑05‑06 Bug fix Minor Improve presentation of year results table (for some types of screen).
2020‑05‑05 Bug fix Minor Corrected start of quarter price for Q2 and Q4 to be the price at 1st instead of 2nd of month.
2020‑05‑05 Improvement Trivial Don't show intra-day graphs for Tallinn and Vilnius.
2020‑05‑05 Improvement Trivial Improved German translation
2020‑05‑05 Data quality Minor Corrected historical data for SQI.PA, CLA.PA, ITP.PA, AQUA.OL, 5168.KL, 0097.KL and AP4.SI.
2020‑05‑04 New indicator Major Made forward OI yield searchable.
2020‑05‑04 Improvement Major Estimate OI and EBIT using Revenue estimate and 3y avg EBIT margin.
2020‑05‑04 Improvement Minor Added 3y avg on most margins.
2020‑05‑03 Improvement Minor Made application aware of opening hours of exchanges. Impact on price labels in GUI and rate of price refresh.
2020‑05‑01 Data Quality Minor Corrected OI for Imerys.
2020‑05‑01 Data Quality Minor Processed/corrected symbol change for GOLD (Barrick Gold).
2020‑05‑01 Improvement Trivial Improved some translations
2020‑05‑01 Improvement Major Added price delay indicators.
2020‑04‑30 Improvement Minor Add 1 day graph for basic price charts.
2020‑04‑30 Bug fix Minor Export to Excel truncated metrics parameter if too many stocks made url too long.
2020‑04‑30 Bug fix Trivial Make mouse-hover symbol show again Chartmill price graph.
2020‑04‑29 Improvement Major Completed Spanish translation of metrics.
2020‑04‑28 Improvement Minor Show end month of period in calender year presentation of quarter metric presenter.
2020‑04‑27 Bug fix Minor Correction of Sharpe and Sortini ratio for backtest results, in case of skipping periods, or short trade.
2020‑04‑27 Bug fix Trivial Change name of stock list renames now tab.
2020‑04‑26 Bug fix Trivial Font-size of symbol too large when stock is not trading anymore.
2020‑04‑26 Improvement Major In search dialog, separated index selection from other full text search options to bring index search better under attention and allow a combination of both.
2020‑04‑26 Data Quality Minor Deleted de-listed MON.PA as wrong data.
2020‑04‑25 Improvement Major Support 25 years of quarter results on US for Net Income, CFO, Interest Expenses, CapEx and D&A expenses. Provide 3 years history in quarter results presentation. Show financial results descending (and use scroll bar). Present full available history in Excel export.
2020‑04‑24 Improvement Major Use last price before start of quarter in case of days without trading.
2020‑04‑24 Data quality Minor Corrected number of shares for SDGR.
2020‑04‑23 Improvement Minor Added FTSE Index quotes.
2020‑04‑23 Improvement Trivial Corrected presentation of backtest result in case of short trade.
2020‑04‑22 Bug fix Minor Corrected backtest return calculation if manually skipping incomplete periods.
2020‑04‑22 Data quality Minor Corrected quarter income statement data for 5681.KL.
2020‑04‑22 Data quality Minor Corrected historical price data for HIDDN.OL, SAAS.CN, OWLI.CN, BAV-H.V, MLEAS.PA, NDR.V, FTU.TO, VLV.V.
2020‑04‑22 Improvement Minor Added 5 year rCAGR and 1 year growth to several scores.
2020‑04‑22 Improvement Minor Do not take 0 for unknown long term investments.
2020‑04‑21 Data quality Minor Corrected historical price data for INF.PA, BOL.PA, AWK.PA, WAVE.PA, ARTE.PA, SAAS.CN, OWLI.CN...
2020‑04‑20 Maintenance Minor Start using new search index (see 10). Probably no performance impact.
2020‑04‑20 Bug fix Major Made saved queries strongly persistent.
2020‑04‑20 Bug fix Critical Try to prevent problems after deployment, due to browser caching.
2020‑04‑20 Improvement Minor Change name of a stock list.
2020‑04‑19 Industries Minor Added Financial Data & Stock Exchanges.
2020‑04‑19 Improvement Minor Created metrics overview that can be used for screening.
2020‑04‑17 Improvement Minor Added current value to the graphs.
2020‑04‑17 Data quality Major Corrected historical price data for TSX Venture and Canadian Securities Exchange
2020‑04‑17 Bug fix Major EPS estimate currency correction for pence based markets (like London).
2020‑04‑16 Data quality Minor Corrected financial data for AA.L
2020‑04‑16 Bug fix Major Best/worst was wrong if fuzzy values.
2020‑04‑16 Improvement Major Propagate fuzziness of arguments to their year averages.
2020‑04‑16 Improvement Minor Make Treasury Stock unsure if not available.
2020‑04‑16 Data quality Major Corrected historical price data for GSR.V, GCR.V, TKU.V, CMB.V, INPX and SUMR.
2020‑04‑15 Industries Minor Added Uranium.
2020‑04‑15 Improvement Minor Added some ealsy sell/take profit options for the backtest.
2020‑04‑15 Improvement Minor Big refactoring of code. Normally not change in behaviour.
2020‑04‑14 Improvement Trivial Improved about me content.
2020‑04‑14 Improvement Trivial Rearranged balance sheet overview and tee structure.
2020‑04‑13 New Indicators Major Added ROE adjusted for treasury stock. Growth score does not use ROE anymore.
2020‑04‑12 New Indicators Major Added Treasury Stock. Added Book Value adjusted for Treasury Stock and used this for solbency ratios.
2020‑04‑12 Improvement Minor Backtest profit taking at 50% and 75%.
2020‑04‑11 Improvement Major Intensify 6 month results import for 6 month result markets (London, Paris ...) in april and october instead of february and august.
2020‑04‑10 Improvement Minor Exposed for searching: 10 year weakest for Current liability CR and WC/total assets, cash revenue and C/I ratio.
2020‑04‑09 New Indicator Minor SG&A/ Gross Profit and Depreciation/ Gross Profit
2020‑04‑08 New Indicator Minor CapEx/ EBIT.b/on 10y avg. Also applied this new sub-metric to various margin metrics.
2020‑04‑07 Improvement Minor Added ICR 5y avg and 10y avg.
2020‑04‑07 Bug fix Trivial Net receivables is not used by DPO. CapEx is used by CapEx/ Assets.
2020‑04‑07 Bug fix Major Corrected backtest return for short trade.
2020‑04‑07 Bug fix Minor Open tab with watchlist showed only 8 stocks. Now up to 48
2020‑04‑07 Bug fix Trivial Made Held by Institutions large/growing is good.
2020‑04‑06 Improvement Major Added some submetrics and/or exposed them for search: Revenue 10y CAGR, ROA 5y CAGR, ROA 10Y CAGR, Price/EPS median, Price/EPS 10y avg, Price/Book 5y avg, Cash and Equivalents, LT debt, Dividend yield 5y avg, Dividend yield 10y avg, Dividend 10y CAGR, Capex/Assets 10y avg and Interest Expense to Debt.10y avg.
2020‑04‑06 Bug fix Major Changed source of historical price data for Paris
2020‑04‑06 Improvement Minor Analyst Reco.SD
2020‑04‑05 Improvement Major Trend of EPS estimates.
2020‑04‑05 Improvement Minor Exposed FCF.10y CAGR for search.
2020‑04‑04 Bug fix Minor Fixed NPE on no-metric view columns.
2020‑04‑04 Improvement Minor Open index components from index
2020‑04‑03 Improvement Critical Use split-adjusted prices from source.
2020‑04‑03 Bug fix Major Corrected fiscal quarter detection if source uses reporting date.
2020‑04‑03 Bug fix Critical Corrected time setting for current momental metrics.
2020‑04‑02 Bug fix Minor Corrected quarterly owner earnings.
2020‑04‑02 Bug fix Major Total Return was often missing.
2020‑04‑02 Improvement Major Increase flexibility to get estimates (also those of 7 days ago are current).
2020‑04‑01 Data quality Minor Skip Other current assets from semestrial sources as it's wrong.
2020‑04‑01 Data quality Minor Corrected currency of reporting for CSL Ltd.
2020‑04‑01 Industries Minor Added Financial Conglomerates.
2020‑03‑01 Bug fix Minor PRR b/on 3y avg and b/on 10y avg fix.
2020‑03‑31 Bug fix Minor Base quarter, semester and yearly technical indicators on periods rather as on daily quote lines. Relevant when stocks have no trading.
2020‑03‑31 Improvement Critical Started refactoring of metric calculation.
2020‑03‑31 Improvement Minor Exposed EBIT rCAGR 67% for search.
2020‑03‑30 Improvement Major Updated German translations of metrics.
2020‑03‑29 Bug fix Major Corrected import of Johannesburg historical price data (is in ZAX).
2020‑03‑28 Improvement Major Make it possible to omit periods from the backtest result.
2020‑03‑28 Maintenance Major Start building fresh current search index. (10-
2020‑03‑28 Improvement Minor Performance/Memory: Don't read full quote object when doing backtest.
2020‑03‑27 Improvement Trivial Made it possible to add the Excess Cash amount to a view. And made it searchable.
2020‑03‑27 Improvement Minor Added early sell / stop loss levels in backtest options.
2020‑03‑26 Improvement Minor Changed caching to avoid showing recent values in quarter view.
2020‑03‑26 Improvement Minor Shifted yearly value for IV and Price / IV metrics in presentation.
2020‑03‑26 Bug fix Critical Corrected market value error on Q1 current year. This made backtest with quarterly rebalancing fail.
2020‑03‑26 Improvement Major Use per share values for Price / IV calculations.
2020‑03‑26 Improvement Trivial Improved descriptions of Total Return, TOR and NOR.
2020‑03‑24 Indicator change Minor Made APY a metric, instead of submetric of price. Also improved it's calculation to use sum of dividends instead of (deprecated) dividend adjusted prices.
2020‑03‑23 Improvement Minor Send welcome mail.
2020‑03‑23 Improvement Major Switch quarters view header between calendar and fiscal quarters. Made calendar view default.
2020‑03‑23 Improvement Minor Exposed dividend.R2 for search and backtest.
2020‑03‑22 Improvement Minor Made process to calculate index component medians distributed.
2020‑03‑22 Performance Major Increased performance of queries with large number of results (as needed for index component medians), preventing need of cursor to get next.
2020‑03‑22 Bug fix Minor Correct import of historical prices for Bombay.
2020‑03‑20 Improvement Minor Price change versus 12 years bottom.
2020‑03‑20 Improvement Minor Use national indexes to compare with in charts. Also give the charts a white background.
2020‑03‑20 Improvement Minor Improved layout of e-mails.
2020‑03‑18 Improvement Minor Enabled import of quote type and historical price data for all quotes.
2020‑03‑18 Performance Minor Further cleanup of non-common stocks from search index, and optimized delete (lookup by symbol).
2020‑03‑18 Bug fix Minor Corrected annualized quarter indicators for per share based measures.
2020‑03‑18 Performance Major Cache users based on their id.
2020‑03‑18 Improvement Trivial Decreased the caching period of share queries from 2 days to 1 day.
2020‑03‑17 Improvement Major Don't show extrapolated balance measures in quarter results view.
2020‑03‑17 Improvement Minor Treat '-' as white space for in suggestion boxes.
2020‑03‑17 Improvement Major Price change versus 10 years top and bottom.
2020‑03‑16 Improvement Minor Added Indexes under Suggestions. Fixed some indexes (like CAC40 and NZ50) - data needs population period.
2020‑03‑16 Bug fix Major Memory errors when building index medians: search results should not be cached.
2020‑03‑16 Bug fix Trivial Add stocklist misplaced widgets on Amy Area.
2020‑03‑16 Improvement Trivial Click on non metrics (notes, ...) should open the correct tab.
2020‑03‑15 Bug fix Major Don't try to import fundamentals for indexes.
2020‑03‑15 New metric Minor Created (After-Tax) Cost of Debt as metric, so its value can be changed in the simulator.
2020‑03‑15 Data Minor Actualised bond rate
2020‑03‑15 Improvement Major Enabled TradingView charts for many indexes.
2020‑03‑14 Improvement Critical Metrics (medians) on indexes.
2020‑03‑12 Data Quality Minor Fixed price history for CFI.PA.
2020‑03‑12 Improvement Major Use equity types from source.
2020‑03‑12 Data Quality Minor Fixed price history for ALO.PA.
2020‑03‑12 Big fix Major Cashing of small query results failed.
2020‑03‑11 Improvement Major Make it possible to add query conditions as columns.
2020‑03‑11 New sub-metric Minor Added Revenue.diff industry 5y CAGR and Revenue.diff industry 5y rCAGR
2020‑03‑09 Improvement Trivial Added Cameroon as foreign stock country.
2020‑03‑09 Improvement Minor Better detection of mutual funds.
2020‑03‑09 Improvement Minor Improved cleanup of double symbols in search index.
2020‑03‑08 Bug fix Minor Bad link to referral rewards page.
2020‑03‑07 Improvement Minor Enable import of historical price data form eod by using code (if known).
2020‑03‑07 Bug fix Major Prevent calculating difference metrics for current year during Q1.
2020‑03‑05 Bug fix Critical Market cap still used price metric.
2020‑02‑27 Data quality Major Improve availability of number of shares for low numbers.
2020‑02‑27 Data quality Minor Fixed mix between BLUE.SI and GRPLTD.NS.
2020‑02‑26 Bug fix Major Infinite loop in async delete from search index caused stack overflow. Also some refactoring here.
2020‑02‑26 New Indicator Minor Price.5y weakest 1y change
2020‑02‑26 Improvement Minor Make Price.GSD and Price.DR% quarter aware.
2020‑02‑26 Bug fix Minor GSD and DR% had incorrect end year for moment-based metrics.
2020‑02‑25 Performance Minor Removed securities from indexes that are not common stocks.
2020‑02‑25 Bug fix Major Cache stocks one by one instead of the complete list, as I suspect this gave occasional OutOfMemoryErrors.
2020‑02‑25 Bug fix Critical rCAGR stopped giving a value on short-term year. See (4)
2020‑02‑25 Improvement Trivial Improved presentation of analyst recommendations.
2020‑02‑24 Bug fix Trivial Corrected width of stock list header on devices with non-standard scroll bar width.
2020‑02‑23 Bug fix Minor Price and Total Return max CAGR stopped working since year averages were taken. See (3)
2020‑02‑23 Data Major Provided more fundamental data for Bombay. Data needs a population period.
2020‑02‑22 Improvement Major Provide number of shares for some markets with difficult support.
2020‑02‑22 Improvement Minor Use latest price for future moments.
2020‑02‑22 Improvement Major Use per share sub-metrics for components of division if these are the main sub-metrics. (ex. ROE)
2020‑02‑21 Improvement Major Adapted CAGR calculations in case of missing end point. (4)
2020‑02‑20 Bug fix Critical Adapted to inversion of split factor at source.
2020‑02‑20 Bug fix Major Bug on persistence of analyst recommendations.
2020‑02‑20 Indicator improvement Minor Owner Earnings is now net of stock based compensation. Impact on IV and Uncle Stock score.
2020‑02‑20 Improvement Minor Cash flow overview presented operating assets and liabilities instead of their changes.
2020‑02‑19 Improvement Minor Present stock list tabs from previous session.
2020‑02‑19 Bug fix Minor Present saved query tabs from previous session.
2020‑02‑17 Improvement Major Present 3 month history of analyst recommendations in GUI.
2020‑02‑17 New sub-metric Major Change of average analyst recommendation. Also made it a stock metric instead of a company metric.
2020‑02‑14 Bug fix Major Corrected endpoint of chart service as it changed.
2020‑02‑14 Improvement Critical Support forward dividend and make all derived metrics trailing-forward. Make it possible to search on forward dividend and net payout yield.
2020‑02‑14 Improvement Trivial Use 2 axes for small dividend chart.
2020‑02‑12 Improvement Minor Open metric lookup tree at correct position when selecting a metric via the suggest box.
2020‑02‑12 Improvement Minor Adaptations to the quick lookup of conditions in the search.
2020‑02‑12 Improvement Minor Add metric lookup with suggest box in view definition.
2020‑02‑11 Improvement Trivial Moved some price measures, like day change, min, max, spread, to the latest column instead of current year.
2020‑02‑11 Improvement Minor Promoted Market cap from sub-metric of price to metric, to ease finding it.
2020‑02‑11 Bug fix Critical Correct backtest exception handling: give normal return if query can't be found in cache, so retry can be done automatically from client.
2020‑02‑10 Performance Minor Improved search and backtest by making delete of incorrect stocks asynchronous.
2020‑02‑10 Bug fix Critical Bad exception handling of null name caused backtest to fail.
2020‑02‑10 New feature Major Quick choices in search.
2020‑02‑09 Bug fix Major Export search result to Excel - running query, failed.
2020‑02‑08 Improvement Critical Improved import of semester based reporting (EPA|LON|SWI|ASX|NZE|ISE .. others?).
2020‑02‑08 Bug fix Minor Correction of C Book value (and growth), calculating it more consistently on calculation from Book value.
2020‑02‑07 Bug fix Critical Diff with industry did not work anymore since year switch.
2020‑02‑07 Bug fix Critical Inflation adjusted calculations failed due to missing inflation numbers after year switch. Had effect on wavg and IV calculations.
2020‑02‑07 Bug fix Minor Presentation of metrics table was sometimes tangled up.
2020‑02‑06 Improvement Major Refactoring to prepare switch to other search service.
2020‑02‑03 New feature Major Make it searchable whether a stock has had any or no splits. (splits: 0)
2020‑02‑02 Bug fix Major Patched bug in fast 3rd party service for stock splits so stock splits can again be fetched from there. Result on performance.
2020‑02‑02 Industries Minor Added Integrated Freight & Logistics, Specialty Business Services, Medical Care Facilities, Computer Hardware, Internet Retail, REIT - Mortgage, Electronics & Computer Distribution, Consulting Services, Furnishings, Fixtures & Appliances, Apparel Retail, Beverages - Non-Alcoholic, Real Estate - Diversified.
2020‑02‑02 Bug fix Critical Allow industry median calculations (which are yearly) on current historical year only from when Q2 becomes backtestable.
2020‑02‑02 Bug fix Critical Initiated full reimport of US stocks. Corrected processing of .A and .B stocks.
2020‑02‑01 Bug fix Major Solved year switch bug.
2020‑01‑31 New indicator Major RSI over alternative periods.
2020‑01‑30 Bug fix Major Removed some synchronization qualifiers to avoid deadlocks.
2020‑01‑30 Improvement Minor Exposed ROE and ROTE 10y weakest for search & backtest.
2020‑01‑29 Improvement Minor Change price data source again for Bangkok. See (2).
2020‑01‑29 Bug fix Major If benchmark index data was missing, the backtest popup failed to open. Also corrected the symbol/code management/conversions of the indexes versus sources.
2020‑01‑29 Industries Minor Added Thermal Coal.
2020‑01‑29 New feature Minor Allow width url parameter for users using 2nd monitor.
2020‑01‑27 New feature Minor Show link to open TradingView.
2020‑01‑27 Improvement Minor Little metrics charts: Use one per share axe for typical per share metrics (like IV).
2020‑01‑26 Industries Minor Added Drug Manufacturers - General.
2020‑01‑26 Improvement Trivial Made clear in description of 1 year growth whether it uses per share or total amounts.
2020‑01‑25 Bug fix Major Cleanup of old stocks from index without name failed. This fix should gradually reduce index size and improve performance. Also deleted 47 delisted stocks from latest index.
2020‑01‑25 Data quality Trivial Financial results correction for SDG.PA.
2020‑01‑24 Improvement Major Changed Beta into a metric, instead of a sub-metric of price. Start keeping current betas, building up recent history (as of now), and use these historical betas.
2020‑01‑24 Improvement Minor Add write a review link.
2020‑01‑22 Bug fix Critical Gold users without saved queries were not allowed to use multi stock list feature.
2020‑01‑22 Bug fix Trivial Panel height of "view" group too small.
2020‑01‑19 Indicator change Minor Yield score: Use yearly yields instead of %wavg/val in calculation. Also changed weights.
2020‑01‑16 Improvement Trivial Reduce the height of the application panel.
2020‑01‑16 Performance Minor Use atom search to filter on stocks that are still trading.
2020‑01‑16 Industries Minor Added Shell companies.
2020‑01‑16 New feature Major Search within stock selection (Filter Stocks).
2020‑01‑15 Improvement Minor Expose CCFAT and FCF per share for searching/export.
2020‑01‑15 Bug fix Major Change chart service for OTC markets.
2020‑01‑15 Improvement Minor Change rule to qualify > 100B USD Market cap on OTC as irrealistic to > 600B.
2020‑01‑15 Improvement Minor Let Price.rCAGR use quarter price data, instead of only 1 price per year.
2020‑01‑15 Improvement Minor Expose 3y CAGR on Total Return, NOR and TOR for search.
2020‑01‑15 Bug fix Minor Improved auto-validation of stock splits close to factor 1. (ex: 7130.KL with factor 27/25)
2020‑01‑15 Data correction Minor Fixed historical price data of 0090.KL.
2020‑01‑14 Bug fix Critical Bug fix on (1)
2020‑01‑14 Bug fix Critical Corrected error in search index cleansing. Was still matching ID with name instead of symbol, and some symbols were indexed as text instead of atom. This correction should start reducing search index size, hence increasing performance.
2020‑01‑14 Improvement Minor Change price data source again for Bangkok. See (2).
2020‑01‑14 Bug fix Minor Calculate technical indicators failed if volume was missing.
2020‑01‑14 Bug fix Major Suggestbox match error: US stocks were often not hinted anymore (ex: GE).
2020‑01‑13 Sub-metric change Minor wavg and < 6 year average: propagate bad qualifier if last year is undetermined and bad. (1)
2020‑01‑13 Improvement Trivial Change presented sorting of average sub-metrics.
2020‑01‑13 Improvement Trivial Add link to Uncle Stock articles.
2020‑01‑12 Bug fix Minor Stocks with symbol starting with 0 sometimes got a wrong summary. (example Paylocity)
2020‑01‑11 Data correction Minor Start clearing LT leases which sometimes held ST leases.
2020‑01‑10 Data correction Minor Financial results Bmacro.
2020‑01‑10 Industries Minor Added Banks - Regional.
2020‑01‑10 Improvement Minor Let early sell use period end price as well (for safety and not yet populated).
2020‑01‑10 Data correction Minor Got historical price data of CEPU.BA, YONGA.IS, EBAY.MX and ETER3.SA fixed at source.
2020‑01‑10 Indicator change Major Use Price.yr range avg to calculate CAGRs of Price and Total Return. No impact on backtest. (3)
2020‑01‑10 New sub-metric Minor Price.yr range avg.
2020‑01‑09 Bug fix Minor Improve calibration of automatic stock split detection for factor 2.
2020‑01‑09 Bug fix Minor Start from x years ago quarter to calculate recent Price and Total Return CAGR.
2020‑01‑08 Bug fix Minor Fixed error in total return if price is not available.
2020‑01‑08 Data correction Trivial Got historical price data of 5106.KL fixed at source.
2020‑01‑07 Improvement Major Make it possible (again) to use mouse-wheel on the stock list on Chrome/
2020‑01‑07 Improvement Critical Reprocess search indexes for about 3500 dangling symbols. This will remove unnecessary stocks (like delisted, preferred stocks and funds) to make a performance gain, and add lost stocks (like a lot on on Tokyo).
2020‑01‑07 Industries Minor Added Electrical Equipment & Parts.
2020‑01‑06 Improvement Major Improved suggestbox on metric lookup. Publish search expressions as hint.
2020‑01‑05 Improvement Major Improve presentation of financial statements.
2020‑01‑05 Industries Minor Added Other Industrial Metals & Mining.
2020‑01‑05 Bug fix Minor Symbols containing '&' made data import, chart presentation and export to Excel fail. Had to encode the URL parameter.
2020‑01‑04 Data quality Minor Imported Stock split for NVFY.
2020‑01‑04 Bug fix Critical (Try to) fix failures when saving user data (like adding stocks to watchlist) by disabling caching. Previous fix did not work. It seems finally solved.
2020‑01‑03 New feature Major Hide application header.
2020‑01‑02 New feature Minor Make it possible to define a currency for a view column.
2020‑01‑02 Data correction Trivial Got historical price data of BESI.AS fixed at source.
2020‑01‑02 Bug fix Minor Don't set yearly price bottom and top if there is no history available.
2020‑01‑02 Improvement Minor Remove technical charts for symbols starting with 0 on LSE.
2020‑01‑02 New indicator Minor ROTE
2020‑01‑02 Improvement Minor Exposed 3y CAGR and 5y CAGR on OI, CFO and ROE for search.
2020‑01‑01 Bug fix Critical Try to fix failures when saving user data (like adding stocks to watchlist), caused by not forcing strong consistency in the update. Previous fix does not work. Have to see about this change.
2020‑01‑01 Data quality Minor Stock split for KGJI.
2019‑12‑30 Bug fix Major Changed chart service for Tadawul and Qatar.
2019‑12‑29 Industries Minor Added Building Products & Equipment.
2019‑11‑29 Improvement Minor Started import job of all Brazil stocks.
2019‑12‑28 Improvement Minor Better classify preferred stocks and other instrument types for Brazil. Identify options and subscriptions as no (common) stock.
2019‑12‑26 Industries Minor Added Farm & Heavy Construction Machinery.
2019‑12‑25 Indicator improvement Minor Increase weight of revenue and decrease weight of EPS in Growth Rate.
2019‑12‑23 Bug fix Major Changed price source for Bangkok. (2)
2019‑12‑23 Bug fix Trivial Corrected some flag icons.
2019‑12‑22 Improvement Minor Add country flags to the stock suggestion box.
2019‑12‑22 Bug fix Major Ohlson O-score correction.
2019‑12‑22 Bug fix Minor Make 5y diff for income up to previous year (as well as inflation adjustment).
2019‑12‑22 Submetrics Minor Added 1y diff and 5y diff to several metrics.
2019‑12‑21 New submetric Major Return On Increment (ROInc) on ROIC, ROCE and ROCE'.
2019‑12‑21 Bug fix Minor Price charts on India stopped working on external service. Now possible up to 10 days.
2019‑12‑21 Improvement Minor Reorganize index list.
2019‑12‑20 New feature Major New backtest option: real stop loss: Early sell (renamed "Take profit" to Early sell) with stoploss 35%. Rename Stop loss strategies in Rebalance strategies to "Keep x% form top". Implement early sell stoplosses and keep x% form top for short trades.
2019‑12‑20 New indicator Major Price versus bottom.
2019‑12‑20 Indexes Minor Use more meaningful names for indexes.
2019‑12‑20 Industries Minor Added Travel Services.
2019‑12‑20 Bug fix Major The period over which the weakest submetrics were taken was wrong.
2019‑12‑20 Submetric Minor Expose 10y weakest for most performance indicators. Add weakest and deviation submetrics to RORE. Expose RORE 10y avg and 10y weakest for screening.
2019‑12‑18 Improvement Major Use TradingView for Australia, Italy and Turkey.
2019‑12‑18 Performance Minor Search: Let go a bit of number of results accuracy in favor of search performance.
2019‑12‑14 Indicator improvement Minor Growth score: Included economic spread. Use Total Assets instead ot Enterprise Value to assess organisation size.
2019‑12‑13 Indicator correction Major EPV correction: use WACC instead of Cost of Capital as discount rate, and apply equity waterfall.
2019‑12‑13 Bug fix Major Propagation of undetermined values in sum or subtraction lost cause, causing an incorrect good/bad indicator.
2019‑12‑13 New indicator Minor Added Economic spread.
2019‑12‑13 Submetric Minor Added weakest WACC over several years.
2019‑12‑13 submetric Minor Added weakest over 3, 7 and 15 years.
2019‑12‑12 Bug fix Minor Solved bug in index selection in search dialog.
2019‑12‑12 Improvement Minor List box to assist index selection in backtest options.
2019‑12‑12 Industries Minor Added Specialty Industrial Machinery.
2019‑12‑11 Improvement Major Suggestions box for indexes in search dialog.
2019‑12‑11 Improvement Minor Quick lookup of index components via symbol lookup box.
2019‑12‑11 Bug fix Major Corrected bug on benchmark backtest result against indexes. Index symbols must from now on be entered without ^ character.
2019‑12‑11 Industries Minor Replaced "Broadcasting - radio" and "Broadcasting - TV" by "Broadcasting".
2019‑12‑10 Improvement Major Use and only use the full last quarter results for calculation of the current value (which is used in screening, presentation in the stock list and export to Excel) of quarter-based submetrics (ex 1q growth).
2019‑12‑10 Bug fix Major Index loader gave wrong suffix for US exchanges, causing US stocks to not be added to indexes.
2019‑12‑10 Bug fix Major Output to Excel did not generate quarter metrics due to use of not corresponding keys to address cache. Solved issue with converting between calendar and fiscal periods when presenting last quarter value in stock list and csv output.
2019‑12‑10 Bug fix Major Output to Excel did not generate metrics that are not to be cached (like price).
2019‑12‑09 Maintenance Minor Actualized static industry page. Added indexes.
2019‑12‑09 New feature Critical Search on index. Added support for components of 132 indexes. Add indexes under holders.
2019‑12‑08 Data correction Trivial Fix import link and graph of CH8.SI.
2019‑12‑07 Data correction Trivial Fix import link of SA Catana.
2019‑12‑07 Data correction Trivial Got historical price data of HEXA.PA fixed at source.
2019‑12‑07 Industries Minor Added Staffing & Employment Services.
2019‑12‑06 Subscriptions Minor Restrict interactive chart below Silver sub.
2019‑12‑05 Performance Minor Generate csv of stock list tried to recalculate missing metrics. Now uses only pre-calculated/cached values.
2019‑12‑05 Industries Minor Added Marine Shipping.
2019‑12‑05 Indicator change Minor Moved ROE / PE from Growth score to Yield score.
2019‑12‑05 Bug fix Major Solved that some as-of Q2 indicators used earnings of y-2 because as-of Q1 indicators where cached as-of Q2.
2019‑12‑05 Improvement Major In GUI, use as-of quarter price instead of last price for 2019 indicators.
2019‑12‑04 Indicator change Minor Use EBITDA.rCAGR instead of EPS.rCAGR 67% for (adj) Lynch IV calculation.
2019‑12‑04 New indicator Minor Added new submetrics for Sharpe and Sortino ratio.
2019‑12‑03 Bug fix Critical Removed t=0 earnings from DCF calculation.
2019‑11‑30 New measure Minor Added Non-current Liabilities.
2019‑11‑30 Bug fix Major Total Liabilities and Book Value for most banks was wrong because Current Liabilities were taken as 0 if not available.
2019‑11‑30 New submetric Minor Added EPS 5 & 10 year CAGR difference with industry.
2019‑11‑27 Terminology Trivial Renamed parameter and dimension to metric and submetric.
2019‑11‑26 Improvement Minor Started import job of all Bombay stocks.
2019‑11‑26 New measure Minor ST leases. Also included them in debt (hence EV).
2019‑11‑22 Restriction Minor Restrict last price presentation on Baltic markets due to not buying Nasdaq license.
2019‑11‑20 New measure Trivial Previous close price.
2019‑11‑20 Restriction Minor Restrict information on Nasdaq indexes and Mutual funds due to not buying Nasdaq license.
2019‑11‑19 Bug fix Critical Fixed failures when saving user data (like adding stocks to watchlist), caused by not forcing strong consistency in the update.
2019‑11‑17 Improvement Minor Improved GUI behaviour on selecting metrics in the search (and some other places).
2019‑11‑15 New feature Major Search without sort condition.
2019‑11‑14 New feature Major Make long vs. short trade an explicit backtest option.
2019‑11‑13 New indicator Minor The current Shareholder Yield is renamed to Net Payout Yield, and the new Shareholder Yield now includes debt repayment.
2019‑11‑13 New indicator Minor IV according Lynch, adjusted for low interest rates. The Lynch formula is IV = fair PEG x growth x EPS. Normally Lynch uses here a fair PEG of 1. In a low interest rates environment, a fair PEG can be 2 or more.
2019‑11‑07 New feature Minor Backtest expectation-based position size. The higher the price target, the larger the position.
2019‑11‑07 New feature Minor To improve the management of queries under My Area, it's now possible to add a tag to a saved query when saving a query or updating its properties. As a consequence, your queries will be organized per tag under My Area.
2019‑11‑04 New feature Trivial Add symbol multiple times to a view. (because horizontal scrolling can make it disappear)
2019‑10‑31 New indicator Minor Paul Van Vliet score.
2019‑10‑29 Bug fix Minor Fixed Mohanram score bug.
2019‑10‑28 Bug fix Minor Fixed 52wk low bug.
2019‑10‑25 New feature Major Screen using forward values (estimates) for EPS and revenue related indicators.

Back to current changelog.