Change log
| date | type | importance | description |
|---|---|---|---|
| 2024‑12-31 | Data Quality | Trivial | 2020 Bulkers: had financial results (currency) corrected at source. |
| 2024‑12-31 | Data Quality | Trivial | Had market correct at source for MVLA. |
| 2024‑12-31 | Improvement | Minor | Cash & ST Investments: Use calculated value if extrapolated value is smaller than Cash and Equivalents. Example: Boohoo Group. |
| 2024‑12-30 | Bug fix | Critical | Fixed: currency conversion pairs where not loaded due to incomplete service initialisation. |
| 2024‑12-27 | Data Quality | Minor | Added support for PTE currency. |
| 2024‑12-27 | Improvement | Minor | Open Web version on all devices, unless opening Tablet or Mobile version explicitly. |
| 2024‑12-27 | Improvement | Minor | Allow negative Stock Based Compensation from Sharadar. Example: Petmed Express |
| 2024‑12-26 | Improvement | Minor | Provide tooltip if Stock Based Compensation is skipped because unreliable. Example: Petmed Express |
| 2024‑12-26 | Improvement | Minor | Provide tooltip if Gross Profit is skipped because unreliable. Example: Toro, but permitted this for Toro per exception. |
| 2024‑12-25 | Improvement | Minor | Don't try ro import currency pairs for obsolete currencies. |
| 2024‑12-25 | Improvement | Minor | Allow to use extrapolated balance values for 1y diff and growth. Examples: Covalon Technologies, Net Insight, ADF Group, Grange Resources and Journeo. Net Financial Assets.1y diff and NOA.1y diff. |
| 2024‑12-25 | Improvement | Trivial | Moved pos % sub-metrics from under evolution. |
| 2024‑12-25 | Improvement | Trivial | Exposed for search: FCF.5y pos % |
| 2024‑12-23 | Bug fix | Minor | Fixed: SBC showed as "-" with unneeded tooltip. Example: Tessenderlo. |
| 2024‑12-21 | Bug fix | Major | Fixed: Enterprise value was not calculated for last fiscal year. |
| 2024‑12-20 | Improvement | Minor | Exposed for search:
|
| 2024‑12-20 | Bug fix | Major | Applied to all balance metrics: recent year did not take last quarter value for balance. Example: ADF Group / Total Liabilities. |
| 2024‑12-19 | New sub-metrics | Minor | Added:
|
| 2024‑12-19 | Improvement | Minor | Skip import of quarter WASO if it differs too much from year WASO. Probably, the quarter value is not adjusted. Example: BBD, also had quarter WASO corrected at source, and don't mix sources. |
| 2024‑12-19 | Data Quality | Trivial | Added support for ESP currency. |
| 2024‑12-19 | Bug fix | Minor | Corrected check on simultaneous imports of same stock. |
| 2024‑12-19 | Improvement | Minor | Set Gross Profit empty if Operating Income + OpEx as alternative calculation for gives zero. Example: Emetals and Moab Minerals. |
| 2024‑12-19 | Data Quality | Minor | EIN.F: had number of shares historically adjusted by source due to split. |
| 2024‑12-19 | Data Quality | Minor | ITUB: Skip unrealistic number of shares. Had number of shares corrected at source. |
| 2024‑12-18 | Data Quality | Trivial | Added support for BEF currency. |
| 2024‑12-18 | Improvement | Minor | Don't calculate alternative calculations after last reported period. Examples: Metropole Television / Gross Profit, Ringmetall / Gross Profit, Gatekeeper Systems / Gross Profit. |
| 2024‑12-17 | Improvement | Trivial | Updated good-bad levels for CCR to 0.75-0.95. |
| 2024‑12-17 | Bug fix | Major | Fixed: recent year did not take last quarter value for balance. Example: Metropole Television, Net Insight, AirIQ, Cipher Pharmaceuticals and Evolution AB |
| 2024‑12-17 | Data Quality | Minor | Corrected rates for DEM, FRF. Added support for ITL currency. |
| 2024‑12-17 | Bug fix | Minor | Avoid multiple imports running at the same time. |
| 2024‑12-14 | Data Quality | Minor | Added support for FIM currency. |
| 2024‑12-13 | Data Quality | Minor | Kenmare Resources: had financials corrected at source. |
| 2024‑12-12 | Data Quality | Minor | Added support for FRF currency. |
| 2024‑12-12 | Data Quality | Minor | KRK.W: Corrected EPS currency. |
| 2024‑12-12 | Data Quality | Minor | United Oil & Gas: had financials corrected at source. |
| 2024‑12-11 | Bug fix | Minor | Fixed: NPE in import. |
| 2024‑12-11 | Data Quality | Minor | National World: don't check year-quarters consistency for 2023 because of fiscal year change. |
| 2024‑12-11 | Performance | Minor | Interest Expense cache optimization. |
| 2024‑12-10 | Performance | Major | Interest Expense: Apply 0 growth as final calculation attempt instead of calculating and applying CAGR. Example: United Oil & Gas. |
| 2024‑12-10 | Performance | Minor | Extrapolate using shorter period growth for expensive metrics. |
| 2024‑12-10 | Data Quality | Major | Import: Increased tolerance for missing currencies. Example: National World. Also had OI corrected at source. |
| 2024‑12-9 | Improvement | Minor | Don't allow new subscriptions via PayPal. Only Stripe. |
| 2024‑12-9 | Improvement | Trivial | Generate "query result" as filename for export of unsaved query to csv. Also fixed doHead. |
| 2024‑12-5 | Data Quality | Major | Import: Use primary currency instead of skipping if currency is missing in latest lines. Example: Orell Fuessli Holding. Also had OI corrected at source. |
| 2024‑12-5 | Bug fix | Minor | Fixed: After removing invalid values because of split, the quote was not always stored. |
| 2024‑12-5 | Data Quality | Minor | 6758.T: get stock split adjusted numbers by manual reimport. Also had EPS corrected at source. |
| 2024‑12-4 | New sub-metric | Minor | Exposed for search:
|
| 2024‑12-4 | Improvement | Minor | Let AT ROCE use NOPAT instead of IAT. |
| 2024‑12-1 | Bug fix | Major | Fixed: Import year WASO was incorrect. Example: 0YXG.L. |
| 2024‑12-1 | Bug fix | Critical | Fixed: Change from a couple of days ago (1) caused infinite recursion on Gross PP&E. Example: Broadcom. |
| 2024‑11-30 | Bug fix | Major | Fixed: Import: start of month reporting data resulted in skipped lines. Example: Broadcom. |
| 2024‑11-30 | Data Quality | Minor | Had balance items of Creepy Jar corrected at source. |
| 2024‑11-30 | Data Quality | Minor | Had 0YXG.L WASO corrected at source. |
| 2024‑11-28 | Data Quality | Minor | Import: Don't use CFO year-quarter check if year value < 0. Example: Sensirion Holding. |
| 2024‑11-28 | Performance | Minor | Interest Expense: don't calculate alternative if Debt is 0. Example: Renoworks Software. |
| 2024‑11-28 | Performance | Minor | Make end of year balance financial result use last quarter result. (1) |
| 2024‑11-27 | Improvement | Major | Use correct time for currency conversion of end of year for some balance items. Example: Cronos Group / AR. |
| 2024‑11-27 | Improvement | Minor | Use last available positive AR to determine quarter to calculate AR/TR ratio, used to derive AR from TR. Defensive code: Also don't use negative AR/TR ratio to derive AR from TR. Example: Cronos Group, Rigel Pharmaceuticals. |
| 2024‑11-27 | Data Quality | Minor | Don't use OpEx if equals Gross Profit. Example: Cipher Pharmaceuticals. |
| 2024‑11-27 | Bug fix | Minor | Fixed: Counting stock requests was incorrect. Also decreased the limit to 2000 stock / hour. |
| 2024‑11-27 | Improvement | Minor | Exposed "Residual Income.5y rCAGR". |
| 2024‑10-26 | Performance | Minor | Don't calculate SD, growth GSD and 15y rCAGR 67% after last year reported. |
| 2024‑11-26 | Documentation | Trivial | Changed sign in documentation of Net PP&E. |
| 2024‑11-26 | Improvement | Minor | Changed calculation of Gross Investment, not relying anymore on mostly missing Accumulated Depreciation. |
| 2024‑11-26 | Improvement | Minor | Calculate Accumulated Depreciation if missing. |
| 2024‑11-23 | Improvement | Trivial | Show ROInc sub-metrics by default in metrics viewer ("show less" mode). |
| 2024‑11-23 | Improvement | Trivial | Show reinvestment rate and Reinvestment rate' as related. |
| 2024‑11-23 | Improvement | Trivial | Added "CROGI.15y avg". |
| 2024‑11-23 | Bug fix | Minor | Fixed: Accumulated Depreciation should be imported as a negative value. |
| 2024‑11-21 | Bug fix | Minor | Fixed: Crypto (.CC) was not working. |
| 2024‑11-15 | Bug fix | Major | Fixed: Technical indicators were not calculated for India. |
| 2024‑11-15 | Bug fix | Major | Made Equity charge work for quarters. |
| 2024‑11-15 | Improvement | Major | Changed service for metadata, and use only home quote to populate company metadata. Examples: Crest Nicholson Holdings plc, Seaport Entertainment Group Inc. This results in automatic correction of quote type. Examples: SEG. Also fixed NPE in import of metadata. |
| 2024‑11-12 | Data Quality | Trivial | VST Industries: re-imported to get correct number of shares. |
| 2024‑11-09 | Improvement | Minor | Removed Buffett portfolio and indexes from suggestions. |
| 2024‑11-09 | Bug fix | Major | Fixed: Price service did not work anymore for indexes. Example: ^SP500TR, also fixed price history. |
| 2024‑11-08 | Improvement | Minor | Improved reading of stock splits, hence historical price data, on India. Example: DRREDDY.NS. |
| 2024‑11-07 | Cost | Minor | Changed the limit in the UI to max 3000 stocks requests per hour. |
| 2024‑11-03 | Bug fix | Minor | Made mapYahooSuffixToCode thread-safe, using eager initialization. |
| 2024‑11-03 | Improvement | Minor | Avoid processing of unsupported suffixes, and remove them from the system. |
| 2024‑11-02 | Cost | Minor | Apply a limit in the UI of max 1000 stocks requests per hour. |
| 2024‑11-02 | Improvement | Minor | Stopped support for following exchanges: Moscow, Tadawul, Qatar, Vilnius and New Zealand. Also don't try to process announcements of unsupported exchanges. Updated world map. |
| 2024‑11-01 | Improvement | Minor | Improved determination of period for the check of meaningful revenue. Examples: Gatekeeper Systems / DSO. |
| 2024‑11-01 | Bug fix | Minor | Fixed: Income metrics were empty for searchable quarter. Examples: Gatekeeper Systems, Metropole Television, Norbit. |
| 2024‑11-01 | Improvement | Minor | Days metrics: Use extrapolated revenue when testing if revenue is meaningful. Don't test for meaningful revenue if missing. |
| 2024‑10-31 | Bug fix | Minor | Fixed: Last reported quarter was not taken into account if after indexed quarter. Also don't calculate AR and SG&A after last reporting period. Example: Taiwan Semiconductor Manufacturing / Total Receivables. |
| 2024‑10-31 | Bug fix | Minor | Fixed: Check for meaningful revenue took wrong period for Trailing. Example: Deckers Outdoor / DSO. |
| 2024‑10-31 | Bug fix | Minor | Fixed NPE: Prevent processing empty symbol. |
| 2024‑10-30 | Data Quality | Minor | EDY.V: import latest Adj. C Shares. |
| 2024‑10-29 | Improvement | Minor | Trust Operating Income from source if greater than Gross Profit, yet mark it unsure. Example: Torex Gold. |
| 2024‑10-29 | Improvement | Trivial | Increased visibility of scrollbars in dark mode. |
| 2024‑10-26 | Improvement | Trivial | Don't provide yearly balance values and CapEx after last reported year. |
| 2024‑10-26 | Improvement | Trivial | Use float format DSO, DPO and DIO. |
| 2024‑10-26 | Technical | Minor | Removed dependency from Yahoo. |
| 2024‑10-26 | Performance | Minor | Don't calculate multi-year averages after last year reported. |
| 2024‑10-25 | Bug fix | Minor | Use historical Market Cap to determine industry medians. |
| 2024‑10-25 | Improvement | Minor | Let Net debt' use "Cash and short term investments". |
| 2024‑10-24 | Improvement | Trivial | Improved tooltip of Excess Cash''. |
| 2024‑10-24 | Improvement | Major | Improved and increased sampling to calculate industry medians. |
| 2024‑10-24 | Improvement | Trivial | Improved redrawing of stock list table. |
| 2024‑10-24 | Improvement | Minor | Present web version as default on any device (tablet and mobile). |
| 2024‑10-24 | Improvement | Minor | Made decision whether WASO numbers from EOD are realistic in relation to other sources, less strict. Example: IRO.V, also had WASO corrected at source to provide diluted. |
| 2024‑10-24 | Performance | Major | Cache all financial results instead of only a subset. |
| 2024‑10-23 | Improvement | Minor | Make import of balance work on first ever import a company: Use income statement to determine end of fiscal year before importing balance sheet. Also had filing date corrected at source for Evolution AB. |
| 2024‑10-23 | Improvement | Major | Excess Cash'': improved handling of extreme levels of cash. Example: Cronos Group. |
| 2024‑10-23 | Improvement | Minor | Improved matching of ETFs |
| 2024‑10-22 | Bug fix | Major | Fixed: calculation of Gross PP&E stalled for some stocks. Example: FD Technologies PLC. |
| 2024‑10-22 | Technical | Minor | Adjusted for Quandl api change. |
| 2024‑10-22 | Bug fix | Trivial | Corrected some HTML links. |
| 2024‑10-21 | Data Quality | Minor | 7095.T: had WASO corrected at source. |
| 2024‑10-19 | Improvement | Major | Use "-" with tooltip for unrealistic or irrelevant values in metric viewer. |
| 2024‑10-17 | Improvement | Minor | Stop calculating following sub-metrics after last reported period:
|
| 2024‑10-17 | Improvement | Minor | Improved matching of sponsored ADRs. Example: ZJS1.MU. |
| 2024‑10-16 | Industries | Minor | Added industry: Industrials |
| 2024‑10-15 | Improvement | Minor | Improved matching of stock names of Swedish companies. Example: SVKB.F. Update 16/10: fixed bug. Also made sure the correction is persisted. |
| 2024‑10-15 | Bug fix | Minor | Fixed: Adjustment of price history error was wrong in case factor thousand correction. Also made condition for factor a thousand correction less strict. Example: AGR.VI, also had price history corrected by source. |
| 2024‑10-15 | Improvement | Trivial | Improved tooltip if quarter is derived from year rest margin and quarter revenue. |
| 2024‑10-10 | Improvement | Minor | Added "Tangible Book Value.15y rCAGR" to overview. Also added this as a factor of the Growth rate calculation. |
| 2024‑10-10 | Data Quality | Minor | YAL.AX: Had number of shares corrected at source. |
| 2024‑10-10 | Data Quality | Minor | Allow Gross Profit to be larger than revenue for Catena Media. |
| 2024‑10-10 | Bug fix | Minor | Fixed currency error getting quarter Revenue in derivation of quarter from year rest for metrics following revenue. |
| 2024‑10-10 | Industries | Minor | Added industries:
|
| 2024‑10-10 | Improvement | Minor | Improved matching of ADRs. |
| 2024‑10-09 | Improvement | Minor | Improved matching of IShares ETFs. |
| 2024‑10-09 | Improvement | Minor | Skip quarter revenue values that are derived from year revenue when deriving quarters values for metrics following revenue. |
| 2024‑10-08 | Bug fix | Major | Fixed: Derivation of quarter value based on rest following revenue did not normalize values to same period. Example: Powersoft / Gross Profit F2023-Q3-4 |
| 2024‑10-08 | Bug fix | Minor | Fixed currency error in derivation of quarter from year rest. Example: Catena Media / Gross Profit. Also removed an incorrect Cost of Revenue quarter. |
| 2024‑10-08 | Data Quality | Minor | Softline: Skip incorrect year revenue values. |
| 2024‑10-03 | Improvement | Minor | Gross Profit quarter alternative calculation: Use yearly gross margin if gross margin using year rest gives margin > 1. Example: UIE Gross Profit 2020-Q3. |
| 2024‑10-03 | Data Quality | Minor | Removed incorrect Gross Profit quarters from UIE. |
| 2024‑10-02 | Improvement | Minor | Improved tooltip for Gross Profit if calculated using Gross Margin that is based on year rest. Example: Kontigo Care. |
| 2024‑10-02 | Improvement | Minor | Improved matching of different classes of stocks. Example: Brown-Forman Corp. |
| 2024‑10-01 | Improvement | Major | Extrapolate last two quarters if missing for derived sub-metrics like quarter growth. |
| 2024‑10-01 | Bug fix | Minor | Quarter view showed an indicator value (like gross margin) a quarter after searchable quarter. |
| 2024‑10-01 | Improvement | Minor | Generate quarter indication in default column labels for quarter sub-metrics. |
| 2024‑10-01 | Data Quality | Minor | Corrected home currency for ASAI. |
| 2024‑10-01 | Improvement | Trivial | Renamed "Cash Flow from Operations/ Net income" to "Cash Conversion Ratio". Also corrected documentation. |
| 2024‑09-26 | Improvement | Major | Extrapolate last two quarters if missing for indicators like margin. |
| 2024‑09-25 | Bug fix | Minor | Last quarter growth for some metrics (example: margin qtr growth) was not using last reported value. |
| 2024‑09-24 | Improvement | Major | Update to (1): Calculate balance items and Enterprise Value again after last reporting period. Update 2609-26: But not after current calendar quarter. |
| 2024‑09-24 | Data Quality | Minor | Recalculated delisted: AURS.PA. |
| 2024‑09-24 | Data Quality | Trivial | MPCC.OL: Had Dividend corrected by source. |
| 2024‑09-24 | Improvement | Minor | Improved matching of denominated currencies of securities (ETFs). Example: IDTL.L = IDTL.SW. |
| 2024‑09-24 | Bug fix | Trivial | Catch NPE in available years sub-metric if no quantities |
| 2024‑09-20 | Performance | Major | Don't try to calculate fiscal year or quarter metrics that are dependent on financial results after last reporting period. Also no alternatives. (1) |
| 2024‑09-19 | Performance | Minor | Created indexes if needed during build of ElasticSearch client in background. |
| 2024‑09-19 | Performance | Minor | Fetch stocks from search index in parallel. |
| 2024‑09-19 | Improvement | Minor | Allow Non-Controlling Interests to be negative. Example: Braskem (Also had Non-Controlling Interests provided by source). |
| 2024‑09-19 | Improvement | Minor | Improved matching of IShares ETFs. |
| 2024‑09-18 | Improvement | Minor | Improved company matching for Dusseldorf Stock Exchange. Example: NEF.DU |
| 2024‑08-29 | Bug fix | Minor | Removed "Predictive OE.b/on 10y avg". |
| 2024‑08-29 | Data Quality | Minor | DGE.L: Had currency of results corrected at source. Corrected (overruled) EPS currency. Overrule setting of primary currency. Also only set primary currency by home stock. |
| 2024‑08-28 | New Metric | Minor | Price.yr range % |
| 2024‑08-28 | Improvement | Minor | Recalculate "Price.yr range avg" if needed, like all other technical indicators. |
| 2024‑08-27 | Improvement | Minor | Don't consider DRIPs as Common Stock. Example: DGED.L |
| 2024‑08-27 | Data Quality | Minor | AOF.DE: Had EPS corrected by data source. |
| 2024‑08-27 | Data Quality | Minor | VALE3.SA: made data available by correcting currency of results. |
| 2024‑08-26 | Bug fix | Minor | Fixed: Incorrect determination of B series as preferred stock. Example: ZZ-B.ST. |
| 2024‑08-26 | Improvement | Minor | Refined caching and recalculation: Recalculate/cache and index if price changed (this is no change). Recalculate/cache if precalculated quantities missing (because security is not searchable). |
| 2024‑08-24 | Data Quality | Trivial | Had ALODC.PA added by source. |
| 2024‑08-22 | Improvement | Minor | Exposed "Gross Margin.qtr: %" for search. |
| 2024‑08-22 | Improvement | Minor | Let "Price.SD 252d" work if missing price lines in history. Example: LSC.L. |
| 2024‑08-22 | Industries | Trivial | Added industry: Biotechnology & Medical Research |
| 2024‑08-21 | Bug fix | Major | Made Company more thread-safe. Improved exception handling on incorrect state of Company. Reimport incorrect companies. Implemented retry on select Company. |
| 2024‑08-21 | Bug fix | Minor | Impact from new price service: let AMEX market work again. Example: SCPX. |
| 2024‑08-21 | Bug fix | Major | Impact from new price service: Fixed: OTC market import failed. Examples: LEAT, GLASF, GLXZ and CORBF. Also changed label of OTC Markets exchange to "OTC Markets". |
| 2024‑08-20 | Data Quality | Trivial | Had EW.V added by data source. |
| 2024‑08-20 | Bug fix | Minor | Impact from new price service: let OTCCE market work again. Example: OAOFY. |
| 2024‑08-20 | Bug fix | Minor | Fixed: concurrency error in request options of Intrinsic Value. |
| 2024‑08-20 | Bug fix | Minor | Fixed bug in case of companies without quantities. |
| 2024‑08-20 | Bug fix | Minor | Recalculate "Price.SD 60d", "Price.SD 252d" and "Dollar Volume" if needed, like all other technical indicators. |
| 2024‑08-20 | Bug fix | Critical | Impact from new price service: set last trading date. Update: Improved exception: Don't set it default today. |
| 2024‑08-20 | Bug fix | Minor | Fixed NPE in import. |
| 2024‑08-19 | Bug fix | Minor | Impact from new price service: let technical indicators work again for Bombay. |
| 2024‑08-19 | Bug fix | Major | Impact from new price service: let long term technical indicators work again. |
| 2024‑08-19 | Bug fix | Major | Impact from new price service: Use previous close as last price for stocks that had no trades today. Example: ALRGR.PA. |
| 2024‑08-19 | Bug fix | Minor | Impact from new price service: Calculate technical indicators again for Stockholm and Copenhagen. |
| 2024‑08-19 | Bug fix | Critical | Impact from new price service: Corrected currency determination using new price service. Example: 0D1X.L. |
| 2024‑08-17 | Bug fix | Minor | Fixed NPE in best/worst sub-metric. |
| 2024‑08-15 | Improvement | Minor | Added new sub-metrics:
|
| 2024‑08-15 | Markets | Minor | Impact from new price service: Added again support for Canadian Securities. Stopped support for Tallin. Updated world map. |
| 2024‑08-15 | Improvement | Trivial | Try use quarter WASO form next quarter if Q1 is missing. Example: GLEN.L. |
| 2024‑08-15 | Improvement | Major | WASO: At import, take WASO from the financial results (unless suspicious). Also take care of half-yearly results. Example: 3339.HK, also cleaned and had WASO corrected at source. |
| 2024‑08-14 | Improvement | Minor | Impact from new price service: Improved exception handling for using price service. |
| 2024‑08-13 | Improvement | Trivial | Corrected label of "Price vs MA" in Excel. |
| 2024‑08-13 | Technical | Critical | Changed price service (including historical prices and splits), progressively fixing errors. Stopped support for Moscow and New Zealand exchanges (updated map). |
| 2024‑08-11 | Improvement | Minor | Improved detection of debentures. Example: DDT and SFB. |
| 2024‑08-10 | Performance | Major | Only have stocks recalculated and indexed by backend, deferred, if price changed. |
| 2024‑08-09 | Performance | Major | Calculate arguments parallel on server for: Uncle Stock score, Intrinsic Value (DCF) and Price Target. (corrected) |
| 2024‑08-09 | Performance | Minor | Don't run metric arguments in parallel that are found in cache. |
| 2024‑08-08 | Industries | Minor | Added industries:
|
| 2024‑08-08 | Performance | Trivial | Optimized Adjusted Operating Income alternative calculation. |
| 2024‑08-08 | Performance | Minor | Calculate Intrinsic Value on server in parallel. |
| 2024‑08-07 | Data Quality | Trivial | Cleaned WASO for OPG.L. |
| 2024‑08-07 | Bug fix | Major | Reworked processing of alternatives for Interest Expense. |
| 2024‑08-06 | Performance | Minor | Use 10y instead of 15y rCAGR for extrapolations. |
| 2024‑08-06 | Bug fix | Major | Fixed: Don't calculate alternative for financial result if already calculating an alternative for it. |
| 2024‑08-06 | Improvement | Minor | Improved import of industry groups and update of industries. Example: Murree Brewery. Also corrected localisation of Food & Tobacco. |
| 2024‑08-05 | Bug fix | Major | Fixed: infinite loop in calculation of WASO. Example: 5971.T. |
| 2024‑08-05 | Improvement | Trivial | Adjusted good/bad ranges foor FCFF / EBITDA. |
| 2024‑08-03 | Resilience | Minor | Added retry logic to store company. |
| 2024‑08-03 | Bug fix | Minor | Fixed error caused by parallel FCFF calculation. |
| 2024‑08-02 | Improvement | Minor | Interest Expense: Derived values get the same quality check as the normal. Example: Sylvania Platinum. Also Corrected "used by" section for Interest Expense. |
| 2024‑08-02 | Bug fix | Minor | Fixed: Interest expense extrapolation was unstable. |
| 2024‑08-02 | Performance | Trivial | Stop extrapolating Interest Expense, Interest/Debt, EBIT and EBITDA to future |
| 2024‑08-02 | Improvement | Critical | Made it possible to use alternative calculation of other metrics in alternative calculation. Reworked handling of alternatives. |
| 2024‑08-02 | Performance | Major | Optimized stock export to csv.
|
| 2024‑08-02 | Performance | Critical | Made calculation options and caching thread save. Refactored calculation to prepare for parallel calculation of arguments. Parallel calculation of Sum expressions with 3+ factors on server. Parallel calculation of FCFF. Fetch inflation data from cache during init. |
| 2024‑08-02 | Improvement | Minor | Backtest: Prefer listed over delisted stock. Example: CORE.MI vs PWS.MI. |
| 2024‑07-31 | Data Quality | Minor | NTCOY: Had financial results corrected at source. |
| 2024‑07-31 | Data Quality | Minor | FXPO.L: Had historical WASO corrected at source. |
| 2024‑07-30 | Performance | Minor | Stop calculating future values for CPU expensive metrics. |
| 2024‑07-30 | Bug fix | Minor | Fixed: year-quarter consistency check did not work for EPS. Example: TAM.L. |
| 2024‑07-25 | Improvement | Major | Calculate EPS if value from source differs too much from calculated value. Also made EPS vs Net profit validation stricter. Update: fixed bug. Example: SHELL.AS. |
| 2024‑07-24 | Bug fix | Minor | Fixed: Interactive charts did not always show. Example: AVGO. |
| 2024‑07-23 | Bug fix | Minor | Fixed: Change view in white board gave a NPE. |
| 2024‑07-23 | Improvement | Minor | Redo reimport after stock split 2 days later. Example: AVGO split. Also did a small optimisation to reimport only relevant sources. |
| 2024‑07-23 | Improvement | Minor | Created Terry Smith view. |
| 2024‑07-18 | Data Quality | Minor | RMS.PA: Had EPS corrected at source. |
| 2024‑07-17 | Improvement | Major | Improved determination of fiscal period in case of date errors at source. Example: Moberg Pharma. |
| 2024‑07-16 | Data Quality | Minor | DSY: Use different source for EPS. Skip incorrect number of shares. Had country added by source. |
| 2024‑07-16 | Improvement | Minor | Don't do a consistency check between EPS and Net profit if Net profit is derived form year. Example: DSY. |
| 2024‑07-12 | Improvement | Minor | Avoid occasional waiting to build stock hint list: Use new, specific queues for: background user tasks and recalculation tasks. |
| 2024‑07-11 | Improvement | Minor | Make "Debt/stock Issued" minimum "Net Borrowing/Stock Issued (Repur)". Example: Enterprise Group / Debt issued. |
| 2024‑07-11 | Improvement | Minor | Use value based on persistent if calculated value is incorrectly negative. Example: Enterprise Group / Debt issued. |
| 2024‑07-10 | Data Quality | Minor | RIT1.F: corrected WASO. |
| 2024‑07-10 | Improvement | Minor | Trust dividends expressed in pence stock price. Example: CFR.JO. Had incorrect dividends removed at source for CFR.JO. Had dividends corrected at source for CFR.SW. |
| 2024‑07-09 | Data Quality | Minor | LKOH.ME: Had WASO corrected at source. Changed source for balance sheets before 2013. |
| 2024‑07-09 | Improvement | Minor | Increase recalculation frequency of stocks with dollar volume between 1K and 15K. Decrease recalculation frequency of stocks with dollar volume < 1000. |
| 2024‑07-05 | Improvement | Minor | Improved handling of delisted quotes: Request recalculation if stock was unjustly classified as delisted. Avoid doubles in list to delist. Also increased frequency of handling delisted quotes. |
| 2024‑07-04 | Data Quality | Minor | Corrected number of shares for CFRUY. Had EPS corrected at source for CFR.JO, CFRUY and CFRHF. |
| 2024‑07-03 | Bug fix | Major | Don't take year rest from year value that is based on quarters. Don't consider missing values as derived form year. Also avoid "null" in tooltip. Example: Atlas Engineered Products / Debt issued. |
| 2024‑07-03 | Improvement | Minor | Apply a substantial issuance threshold in Dechow F-Score. Use net value if issued value is 0. |
| 2024‑07-03 | Improvement | Minor | Improved handling of tree clicks. |
| 2024‑07-02 | Improvement | Minor | FCF: use per share amounts to calculate FCF growth values. |
| 2024‑07-02 | Data Quality | Minor | Updated Country Equity Risk Premiums. |
| 2024‑07-02 | Data Quality | Minor | SBSW: Corrected WASO numbers. |
| 2024‑07-01 | Improvement | Trivial | Match googlemail email address to gmail. |
| 2024‑06-27 | Bug fix | Major | Make Levermann score and Mohanram G-score rational again by exposing the score for search, which is the decimal part. |
| 2024‑06-27 | Improvement | Minor | Stock Based Compensation: Don't extrapolate year or quarter values from previous year. Examples: Spectra Products, Ringmetall, OKEA and Grange Resources. |
| 2024‑06-27 | Markets | Minor | Stopped providing price charts on Moscow. |
| 2024‑06-27 | Data Quality | Minor | Corrected WASO for AGRO.ME. |
| 2024‑06-26 | Improvement | Minor | Skip high negative Stock Based Compensation numbers. Examples: Grange Resources, Streamwide and Strathcona Resources. |
| 2024‑06-25 | Data Quality | Minor | Had Total Liabilities corrected for Halyk Bank. |
| 2024‑06-25 | Improvement | Minor | Exposed EPS.qtr: per share for search. |
| 2024‑06-24 | Bug fix | Minor | Made clearer naming for OTC BB and OTC Pink. Interpret OTC Markets OTCPK as OTC Pink. Also provide the exchange name under de Information tab. |
| 2024‑06-21 | Data Quality | Minor | Clean existing values of Stock Based Compensation before import. Examples: Constellation Software. Also Inventronics, Cofle and ERG (update 26/6). Also had historical Stock Based Compensation corrected at source for Constellation Software. |
| 2024‑06-18 | Data Quality | Minor | RO.SW: Had EPS corrected at source. |
| 2024‑06-17 | Bug fix | Critical | Fixed: Authentication via Linkedin was broken. |
| 2024‑06-16 | Improvement | Minor | Exposed for searching:
|
| 2024‑06-15 | Improvement | Minor | Stopped scaling price charts vertically. Also improved the layout in light mode. |
| 2024‑06-15 | Data Quality | Minor | Corrected currency of results and had currency corrected at source for Almacenes Éxito. |
| 2024‑06-15 | Improvement | Minor | Change price chart service for IOB. |
| 2024‑06-06 | Improvement | Trivial | Change label in Key Fundamentals making it less wide. |
| 2024‑06-06 | Bug fix | Major | Use correct latest vs recent vs trailing for metric. Example: use recent IV for latest Price Target. |
| 2024‑06-06 | Improvement | Minor | Set negative price target to 0 instead of tagging it as missing. Example: NB2.DE. |
| 2024‑06-06 | Improvement | Minor | Missing quarter WASO: Prefer to use year WASO of same year over quarter WASO from previous year. Example: NB2.DE. |
| 2024‑06-05 | Bug fix | Minor | Fixed: Export to csv of industry medians failed. |
| 2024‑06-05 | Data Quality | Minor | Added extra check on import of Non-current Liabilities. Example: Skycity Entertainment. |
| 2024‑06-05 | Improvement | Minor | Inverted the recursion stop between "Debt & Lease" and Lease. |
| 2024‑06-05 | Improvement | Trivial | Moved Total Debt to used-by section of Net Borrowing. |
| 2024‑06-04 | Data Quality | Minor | Had financial results of "Ovh Groupe" corrected at source. |
| 2024‑06-04 | Improvement | Minor | Don't allow negative valies for Debt Issued and Stock Issued. Inverted the recursion stop between "Debt/stock Issued" and "Net Borrowing/Stock Issued (Repur)". Use alternative calculation for Net Borrowing if value is extrapolated from too far in the past. Example: Enterprise Group, Atlas Engineered Products. |
| 2024‑05-30 | Bug fix | Minor | Fixed: Derivation of quarters gave sometimes an infinite value if alternative metrics were into play. Example: Companhia de Saneamento Básico do Estado de São Paulo / Gross CapEx. |
| 2024‑05-30 | Improvement | Trivial | Set Deprecation as missing value metric for Maintenance CapEx (Depreciation). |
| 2024‑05-30 | Improvement | Minor | Let Dechow F-score use C. Stock Issued and Debt Issued, unless missing, instead of and Stock Issued (repur) and Net Borrowings |
| 2024‑05-30 | Bug fix | Critical | Improved layout on screens with pixel ratio different from one. |
| 2024‑05-29 | Improvement | Major | Renamed "Total Debt" to "Total Debt and Lease". Added "Total Debt", excluding Lease. Implemented alternative calculation of Net Borrowing using "Total Debt.(qtr) diff". Also added "Total Debt and Lease.qtr diff". |
| 2024‑05-29 | Data Quality | Minor | Stopped taking "Debt repaid" from FMP. |
| 2024‑05-28 | Improvement | Minor | Allow "ST/LT Debt & Lease" to be based on (ST/LT Lease) components taken from further in past, avoiding alternative calculation starting from "(Non-)Current Liabilities". Example: Itera / "ST Debt & Lease" end 2022. Also had data provider provide "LT Debt & Lease" for end Q1 2024 for Itera. |
| 2024‑05-28 | Improvement | Trivial | Improved csv metric label for "LT Lease". |
| 2024‑05-27 | Bug fix | Major | Fixed: Don't use year estimates to derive quarter from if estimates are to be excluded from the quarter result. Example: DGE.L / EPS. Also removed estimates. |
| 2024‑05-27 | Bug fix | Minor | Fixed: Generating e-mail notification for subscription upgrade failed. |
| 2024‑05-26 | Bug fix | Major | Fixed: Kept doing unneeded reimport from Sharadar. |
| 2024‑05-26 | Bug fix | Minor | Fixed: Piotroski score should use "LT Debt.1y growth" instead of "LT Debt ratio.1y growth". Update 29/05: Also adapted view. |
| 2024‑05-26 | Bug fix | Minor | Fixed: TradingView did not open charts on Stockholm. Also correct symbol transformation for symbols containing '-'. Example: BETS-B.ST. |
| 2024‑05-24 | Improvement | Minor | Improved label of "10y wavg" and "10y wavg/share". Changes "per share" sub-metrics labels for csv to "/share". Don't show "15y avg/share" per default. |
| 2024‑05-24 | Improvement | Minor | Use full amounts to calculate FCF. Show full amount and per-share value per default. Keep using per share for price multiple. |
| 2024‑05-23 | Data Quality | Trivial | Deal with typo in industry "Buiness". |
| 2024‑05-23 | Data Quality | Minor | Skip dividends that are unrealistically large. Example: Casino Guichard Perrachon, and also had dividends corrected at source. |
| 2024‑05-22 | Improvement | Minor | Use only numbers between 0 and 1 for Tax Rate.5y median. Example: Quipt Home Medical Corp. |
| 2024‑05-22 | Industries | Minor | Added industries:
|
| 2024‑05-22 | Performance | Minor | Removed "IV 11y payback" and "IV 15y payback" from Intrinsic Value alternatives methods. |
| 2024‑05-21 | Performance | Minor | Don't try to get "Aggregate Accruals" and "Non-cash items" from persistent financial results. |
| 2024‑05-21 | Improvement | Major | Allow sign-in via identify provider referencing the same account as an existing e-mail account, so that no new account is created (this was already the case for sign-in via Google) |
| 2024‑05-21 | Performance | Minor | Added metric calculation duration logging, as reparation to remove unnecessary, heavy metrics. |
| 2024‑05-21 | Resilience | Minor | Improved scaling parameters to prevent times-outs. |
| 2024‑05-21 | Bug fix | Major | Fixed: Not enough room to store quantities for companies with lot of history. Examples: Wallmart and General Mills. |
| 2024‑05-18 | Bug fix | Minor | Fixed: Terms and Conditions did not open. Also improved layout of Terms and Conditions and Privacy Policy. |
| 2024‑05-16 | Improvement | Critical | Refined rules that determine when results should be available, based on fiscal year. Also refactored code. |
| 2024‑05-16 | New sub-metric | Minor | Created "10y yrly growth GSD" and added it to ROCE, Revenue, EPS, Gross Margin, Operating Margin, FCFF/ EBITDA, ICR, Net Debt/ FCFF, CapEx/ Revenue, CapEx/ CFO and FCF. |
| 2024‑05-15 | Data Quality | Minor | Had EPS corrected at source for BRBY.L. |
| 2024‑05-15 | Scalability | Minor | Adapted the retry backoff parameters for the batch import queue. |
| 2024‑05-15 | Improvement | Minor | Skip missing tax rates when calculating median. Example: TZ Ltd. |
| 2024‑05-15 | Bug fix | Trivial | Use correct sub-metric of Tax rate in "uses" metric. |
| 2024‑05-15 | Performance | Minor | Make clients cache .png and .ico files. |
| 2024‑05-15 | Resilience | Minor | Retry stock caching. Also improved logging. |
| 2024‑05-15 | Bug fix | Minor | Fixed: Price history failed to build if volume is missing. Example: YP5.BE |
| 2024‑05-15 | Cost | Minor | Wait longer before starting a new instance. |
| 2024‑05-14 | Memory clearance | Major | Reintroduced clearing of stock metric caches to better preserve available browser memory. |
| 2024‑05-13 | Capacity | Minor | Increased rate of import queue. |
| 2024‑05-13 | Improvement | Minor | Bring "Tax rate.5y medium" closer to tax rate of country if not enough values. Example: Gatekeeper systems. Also improved tooltip for NOPAT. |
| 2024‑05-13 | Bug fix | Minor | Corrected label of "Tax Rate.5y median". |
| 2024‑05-13 | Improvement | Minor | Added averages sub-metrics to "FCFF/ EBITDA", "CFO/ Net income" and "FCFO/ EPS". |
| 2024‑05-13 | Bug fix | Minor | Fixed: UI was not properly build after login from account menu. |
| 2024‑05-13 | Performance | Trivial | Decreased rate of caching after recalculation. |
| 2024‑05-8 | Improvement | Minor | Made per-hare the main sub-metric of FCF. Use the per-share sub-metric of the averages and growth sub-metrics. Use per-share sub-metric for the multiples. |
| 2024‑05-8 | New metric | Minor | Free Cash Flow yield premium over the free risk rate |
| 2024‑05-8 | Improvement | Trivial | Improved description of FCFF/ EBITDA. |
| 2024‑05-7 | Bug fix | Minor | "Levermann score.score" and "Mohanram G-score.score" were empty in the UI. Removed the lines. |
| 2024‑05-7 | New sub-metric | Minor | Created "10y rCAGR" and added it to ROCE, Revenue, EPS, Gross Margin, Operating Margin, FCFF/ EBITDA, ICR, Net Debt/ FCFF, CapEx/ Revenue, CapEx/ CFO and FCF. |
| 2024‑05-7 | Improvement | Trivial | Adjusted name and description of R2 to "15y R2". Corrected csv label of ROCE and ICR. Corrected csv label for "Numerical score". |
| 2024‑05-6 | Bug fix | Major | Fixed: Sign-in via the identity providers did not populate the user id, leading to errors, like not storing data. |
| 2024‑05-6 | Bug fix | Minor | Fixed: Handling e-mail notification for subscription upgrade failed. |
| 2024‑05-6 | Improvement | Trivial | Small improvement to "yrly growth CV" description and documentation. |
| 2024‑05-3 | Improvement | Minor | Made it possible to have bar charts in the customizable chart stacked. |
| 2024‑05-2 | Bug fix | Minor | Fixed: Presentation of stock category failed. |
| 2024‑05-2 | Bug fix | Minor | Fixed: sign correction did not work at import of R&D. Example: Mastercraft Boat Holdings. |
| 2024‑04-30 | Bug fix | Major | Fixed: primary currency was set via non-home quotes, making import fail. Example: Interparfums. |
| 2024‑04-30 | Improvement | Minor | Improved estimate of Accounts Receivable. Examples: illumin Holdings, California Nanotechnologies and BQE Water and Atlas Engineered Products. |
| 2024‑04-30 | Data Quality | Minor | Removed incorrect income statement for Grupo Supervielle. |
| 2024‑04-30 | Data Quality | Minor | Removed incorrect Accounts Receivable from Atlas Engineered Products. |
| 2024‑04-29 | Bug fix | Trivial | Fixed: Mutual Fund check could give NPE is name was missing. |
| 2024‑04-29 | Improvement | Major | Added extra classification of securities. Avoid indexation of debentures. Example: RZB. |
| 2024‑04-29 | Bug fix | Critical | Implemented delete of securities from historical indexes. |
| 2024‑04-29 | Bug fix | Major | Fixed: Search returned other security types when searching Common Stock. |
| 2024‑04-25 | Data Quality | Minor | Be more conservative vav trusting EPS at import (currency). Example: ATHM (also had data corrected at source) |
| 2024‑04-25 | Resilience | Major | Made usage of price service more resilient. |
| 2024‑04-25 | New sub-metric | Minor | Added and exposed:
|
| 2024‑04-25 | Performance | Trivial | Only try to get Insider Transactions for US stocks. |
| 2024‑04-24 | New sub-metric | Trivial | Added CPI averages. |
| 2024‑04-24 | Bug fix | Major | Fixed: "15y median" sub-metrics calculated arithmetic average instead of median. |
| 2024‑04-24 | Improvement | Trivial | Corrected label of "15y avg" in CSV outputs. |
| 2024‑04-24 | Improvement | Trivial | Removed currency from WASO and Adj. C Shares averages by applying the correct sub-metrics. |
| 2024‑04-23 | Improvement | Minor | Changed name and period of DR% sub-metric from using all years to "15y DR". Also present it at lower position. |
| 2024‑04-22 | Improvement | Trivial | Added "1y change" to margins metrics. |
| 2024‑04-22 | Bug fix | Major | Fixed: end year determination of CAGR and GSD growth numbers was wrong for margins ao. |
| 2024‑04-22 | Improvement | Trivial | Corrected description of Price.DR% and "15y yrly growth GSD". |
| 2024‑04-22 | New sub-metric | Trivial | Added CPI.8y gmean |
| 2024‑04-18 | New Metric | Minor |
|
| 2024‑04-17 | Bug fix | Major | Fixed: Quarter determination was not correct for import from FMP. Example: Thermal Energy / Cash flow statement. |
| 2024‑04-17 | Data Quality | Minor | Had currency of financial results corrected at source for Thermal Energy. |
| 2024‑04-17 | Improvement | Trivial | Corrected description of beta. |
| 2024‑04-16 | Resilience | Major | Made usage of price service more resilient. |
| 2024‑04-16 | Improvement | Minor | Use (derived) Q4 as endpoint for "qtr: 1y growth" if Q3 reported and year result available. Example: ContextVision / Revenue.qtr: 1y growth. |
| 2024‑04-16 | New Metric | Minor |
|
| 2024‑04-11 | Performance | Major | Optimized determination of begin year for 15y rCAGR. Also use ROIC instead of 'Economic Spread' in Quality score. Also increased delay to cache stocks. |
| 2024‑04-11 | Improvement | Minor | Calculate Gross Profit as Operating Income plus OpEx, if Gross Profit is lower than Operating Income. Example: Unilever. |
| 2024‑04-10 | Improvement | Major | Improved and extended extrapolation of WASO. Corrected determination of unrealistic WASO at import (determination of source). Example: MYID.V. |
| 2024‑04-10 | Data Quality | Minor | Removed incorrect Non-Controlling Interest for Seplat Energy. |
| 2024‑04-10 | Improvement | Major | Provided again the setting of the company country during import. Example: Bains de Mer et du Cercle des Étrangers à Monaco |
| 2024‑04-10 | Improvement | Minor | Added country: Monaco |
| 2024‑04-10 | Data Quality | Minor | Had financial data of PayPoint corrected at source. |
| 2024‑04-09 | Data Quality | Minor | NESN.SW: Had EPS corrected at source. |
| 2024‑04-09 | Bug fix | Minor | Fixed: The stock css report took stock price currency instead of the provided currency parameter for the quarters. Example: BMA. |
| 2024‑04-09 | Data Quality | Minor | Had ghost reporting removed for Banco Macro. |
| 2024‑04-08 | Improvement | Minor | Exposed for search: Cash Return on Equity.10y avg. |
| 2024‑04-08 | Improvement | Major | Added fuzziness level concept to improve choice between calculated quarter value and value derived from year. Example: Current Water Technologies / Cash Flow Aggregate Accruals. |
| 2024‑04-08 | Data Quality | Minor | SSW.JO: Had EPS corrected and had invalid lines removed. |
| 2024‑04-04 | Improvement | Minor | Remove TTM Gross Dividend if not (anymore) provided by source. Example: SSW.JO. |
| 2024‑04-04 | Data Quality | Minor | Removed invalid dividend numbers for SBSW and SSW.JO. |
| 2024‑04-03 | Improvement | Major | Don't use previous year quarter if missing for:
|
| 2024‑04-02 | Improvement | Minor | Interactive Chart: Make it possible to choose series type. |
| 2024‑03-29 | Improvement | Major | Use combo-chart for interactive chart. Also use quarter values (full historical depth) and made default period 10 years. Also use default factor 60 for (quarter) EPS. |
| 2024‑03-29 | Bug fix | Minor | Work-around (by reordering) for a bug in the comb-chart. Last value of interactive chart was not always shown. |
| 2024‑03-28 | Data Quality | Minor | Import: Fixed: Last year was sometimes not imported because ghost line determination was not resilient against missing currency. Examples: Nordic Paper, Rugvista. |
| 2024‑03-28 | Data Quality | Minor | Don't import Gross profit and Cost of Revenue if Gross Profit equals Operating Income. Examples: Nordic Paper, Rugvista. |
| 2024‑03-27 | Resilience | Minor | Made stock price fetching more resilient against FileNotFound exceptions. |
| 2024‑03-27 | Improvement | Minor | Added slider bar to interactive chart. |
| 2024‑03-26 | Data Quality | Minor | Import: accept dividends in pence. Example: TGA.JO. |
| 2024‑03-25 | Bug fix | Major | Import: Invert positive values of Dividend paid. |
| 2024‑03-25 | Improvement | Minor | Added extra stats to backtest result:
|
| 2024‑03-25 | Improvement | Trivial | Present missing values blank in Backtest result |
| 2024‑03-15 | Bug fix | Major | Corrected the auto-reset of incorrect "Financial data as of" dates. Improved detection of last quarter of results and ghost lines. Example: Passat. |
| 2024‑03-14 | Bug fix | Minor | Fixed NPE when calculating technical indicators causing last price not being taken. |
| 2024‑03-14 | Data Quality | Minor | Clear 2013 FMP values before import. |
| 2024‑03-14 | Improvement | Minor | Import: Don't let quasi empty lines set the "Financial Date as of". Example: Ringmetall. |
| 2024‑03-14 | Improvement | Minor | Skip Operating Income if equal or larger than revenue. |
| 2024‑03-14 | Improvement | Minor | Import: Take primary currency as default in case of missing currency on financial statement group. Example: Teleperformance, also had currency corrected at source. |
| 2024‑03-14 | Bug fix | Minor | Corrected technical indicators for Johannesburg. |
| 2024‑03-14 | Bug fix | Minor | Added extra consistency check for the debt numbers during import. Example: Flow Traders (also skipped FMP for this stock). |
| 2024‑03-13 | Bug fix | Minor | Fixed: setting "Financial data as of" back in time did not work. |
| 2024‑03-12 | Data Quality | Minor | Zoo Digital: Allowed historical currency switch. Had D&A expenses corrected at source. |
| 2024‑03-12 | Improvement | Minor | Reordered Profitability - b/on investment metrics (Enterprise - Equity - Owner). Also the documentation |
| 2024‑03-12 | Improvement | Minor | Removed from metric tree because inconsistent:
|
| 2024‑03-11 | Bug fix | Major | Fixed: CAGR for Trailing or Recent financial results used wrong period. Example: Coinbase Revenue CAGR. Also allow CAGR boundary values to be incomplete. Example: Alibaba Revenue CAGR. |
| 2024‑03-10 | Bug fix | Minor | Corrected sign of CAGRs for metrics that are typically negative, like CapEx. |
| 2024‑03-07 | Data Quality | Minor | Canaf Investments: Cleaned financial results preventing import of new results and had financial results corrected at source. |
| 2024‑03-07 | Data Quality | Minor | Corrected currency of SSW.JO EPS. Had SBSW EPS corrected at source. |
| 2024‑03-07 | Data Quality | Minor | Corrected equity risk premium for South Africa. |
| 2024‑03-07 | New sub-metric | Minor | Added diff b/on 5y-15y median on the multiples. Example: EV/ EBITDA.diff b/on 5y-15y median. |
| 2024‑03-06 | Improvement | Minor | Make averages available for less available years, so that 5 years history is enough. Example: 15y medium. |
| 2024‑03-06 | Improvement | Trivial | Corrected name of "8y gmean" in csv export. |
| 2024‑03-05 | Improvement | Minor | Consider quarters consistent with year value if the difference is small compared to revenue. Example: iFabric / OI |
| 2024‑03-05 | Data Quality | Minor | Had issue corrected at source of publishing numbers before financial report. Examples: Groupe Crit and Neurones |
| 2024‑03-05 | Data Quality | Minor | Had history of WASO corrected at source for PHAR.L. |
| 2024‑03-04 | Improvement | Minor | Format average beta in backtest result as a non-percentage. |
| 2024‑03-04 | Bug fix | Major | Fixed: Import of yearly WASO failed. Example: AI.PA. |
| 2024‑03-04 | Improvement | Minor | Removed from metric tree because inconsistent:
|
| 2024‑02-29 | Data Quality | Minor | Import: Fill missing quarter WASO values. Example: AI.PA. |
| 2024‑02-28 | Data Quality | Minor | Apply same currency checking for import from Moscow as for other markets. Example: Rosneft (also had financials corrected at source). Update 02-29: reversed this change. |
| 2024‑02-27 | Data Quality | Minor | Improved detection of data errors in import of price history. Example: BRKM3.SA (also had price history corrected at source). |
| 2024‑02-27 | Data Quality | Trivial | Skip unrealistic historical WASO values for BRKM3.SA. |
| 2024‑02-26 | Data Quality | Minor | Import: Refined check for unrealistic quarter WASO. Example: SBSW (also had WASO corrected at source). |
| 2024‑02-26 | Bug fix | Minor | Fixed: order of UI components in My Stock Lists widget got mixed up. |
| 2024‑02-22 | Data Quality | Minor | Had 2022 Change in WC and components corrected at source for Miquel y Costas & Miquel. |
| 2024‑02-22 | Data Quality | Minor | Had financial results (and fiscal year period) corrected at source for Kinovo. |
| 2024‑02-22 | Bug fix | Minor | Don't skip other quarters if Q4 is present and year is not. Example: Kinovo / Change in AR/AP. |
| 2024‑02-22 | Bug fix | Minor | Fixed NPE that made import fail. Example: Kinovo Cash flow statement. |
| 2024‑02-21 | Improvement | Major | Prefer Change in WC values from source over the sum of the components. Example: Thunderbird Entertainment / Change in WC. |
| 2024‑02-21 | Improvement | Major | Improved missing quarter derivation from year rest:
|
| 2024‑02-21 | Data Quality | Minor | Had cash flow statement corrected at source for Shopify. |
| 2024‑02-20 | Improvement | Minor | Import: Improved handling of cumulative results. Example: AlzChem / Change in AR. |
| 2024‑02-20 | Bug fix | Minor | Fixed NPE in import from FMP. |
| 2024‑02-16 | Data currency | Minor | Increased rate of import queue. |
| 2024‑02-15 | Improvement | Trivial | Changed Twitter to X. |
| 2024‑02-15 | Improvement | Trivial | Show entries from source for Analyst price target. |
| 2024‑02-15 | Improvement | Trivial | Renamed (and localised) tabs in metric viewer.
|
| 2024‑02-15 | Improvement | Major | Don't use year estimates as values to check consistency of quarters. Example: Coinbase / revenue, for which the estimates have been corrected at source. |
| 2024‑02-14 | Data Quality | Major | Corrected currency of estimates for EOD. Example: Evolution AB / Revenue. |
| 2024‑02-14 | Improvement | Minor | Changed source for Earnings surprise, making it current again. |
| 2024‑02-13 | Data Quality | Major | Ignore Preferred Stock from FMP source. Example: Silvercorp Metals and Australian Strategic Materials. Update 16/2: Import Preferred Stock again after having the bug fixed at FMP, with a conservative reliability check. |
| 2024‑02-13 | Bug fix | Minor | Fixed: Legend of interactive chart was not displayed properly if one of the axis has no metric. |
| 2024‑02-12 | Bug fix | Major | Sign-up did not work in combination with Google ads. Use Memcache instead of http session to keep session during authentication. |
| 2024‑02-11 | Bug fix | Minor | Fixed: IPO dates were not persisted. Also added example "NOT ipo > ..." in Screening tutorial. |
| 2024‑02-11 | Bug fix | Minor | Fixed: New user determination was not correct. |
| 2024‑02-08 | Bug fix | Minor | Fixed NPE when security not found in DB. |
| 2024‑02-08 | Data Quality | Major | Provided again data for EPS and revenue estimates, revisions and growth rate estimates. Stop using expected 5y growth rate of industry as a component of the Growth Rate. |
| 2024‑02-08 | Data Quality | Minor | Prefer category A over category B class stock to import data from. Example: ROCK-A.CO and ROCK-B.CO. |
| 2024‑02-07 | Data Quality | Minor | Improved calibration of automatic split detection. Also had price history corrected at source for SPLP. |
| 2024‑02-07 | Data Quality | Minor | Improved TTM dividend import if dividend yield is missing or too high. Example: SLP.L. |
| 2024‑02-06 | Documentation | Trivial | Added "Sorting based on multiple criteriums" to feature list |
| 2024‑02-06 | Improvement | Minor | Use close and open price to determine price top and bottom. |
| 2024‑02-05 | Data Quality | Major | Skip year income or cash flow statement if not yet reported. Example: Constellation Software, Enterprise Group. Update 06/02: Also set "Financial data as of" back in time. Example: Garrett Motion. |
| 2024‑02-05 | Bug fix | Major | Fixed import bug caused by change last friday. |
| 2024‑02-05 | Improvement | Minor | Included Revenue.5y rCAGR and Revenue.3y CAGR in Growth Score. |
| 2024‑02-05 | New submetric | Minor | MACD.sma20 vs sma200 |
| 2024‑02-03 | Improvement | Minor | Growth rate: Give 0 value of EPS expected growth lowest possible weight. |
| 2024‑02-02 | Bug fix | Major | Search result handling did not respect sort order when used from api. |
| 2024‑02-02 | Data Quality | Minor | Import: Skip last incomplete EPS year value. Example: Meta. |
| 2024‑02-01 | Data Quality | Minor | Import: Don't conclude half year reporting if a quarter is skipped due to unexpected currency. Example: Dynacor Group: income 2023 first half year. |
| 2024‑02-01 | Capacity | Critical | Limited excessive peak api usage. Edit 2/2: corrected api usage stats in api output. |
| 2024‑02-01 | Capacity | Critical | Limited excessive import service usage. |
| 2024‑01-31 | Bug fix | Minor | Fixed: Fetched stocks were not always cached. |
| 2024‑01-31 | Improvement | Minor | Improved exception handling for error during import from Sharadar. |
| 2024‑01-31 | Data Quality | Major | Start transforming "Change in Income Taxes Payable" to "Change in Deferred Income Taxes". "Change in Income Taxes Payable" will not be available anymore. Stop considering "Change in Deferred income taxes" as an income expense (which a.o. changes the color). Also Skip Change in Income Taxes Payable if value is too high. If so for year value, try sum of quarter values. Ex: Cipher Pharmaceuticals |
| 2024‑01-31 | Improvement | Minor | Exposed "CapEx/ Depreciation.10y avg" to search. |
| 2024‑01-30 | Bug fix | Major | Fixed: Storing metrics from a newly added stock failed. |
| 2024‑01-30 | Improvement | Minor | Changed name and description of Acquisitions to Net Acquisitions. Exposed Net Acquisitions to search, making it possible to search <0 or >0. |
| 2024‑01-29 | Technical | Minor | Stop caching policy files, needed for login via Facebook. |
| 2024‑01-29 | Improvement | Minor | Reorganised quick choices according to 5 factor model. Added Quick choices for selecting Cash rich companies and low beta. Corrected quick choice for Low volatility (using price). Added the factor names as prefix of the phrazes. |
| 2024‑01-29 | Improvement | Minor | Exposed Piotroski F-score for multi criteria sort. (Data needs population time) |
| 2024‑01-26 | Data Quality | Minor | Corrected BRM.V number of shares |
| 2024‑01-26 | Data Quality | Minor | Made some corrections to UHRN.SW and SWGAY number of shares |
| 2024‑01-26 | Improvement | Minor | Use TradingView for Athens, Budapest, Warsaw, Stockholm, Suisse, Prague, Vienna, Johannesburg, Tel Aviv, Bovesta, Santiago, South Korea, Shanghai, Shenzhen and OTC. |
| 2024‑01-25 | Bug fix | Minor | Change chart service for London. |
| 2024‑01-25 | Data Quality | Minor | Improved scaling and stretching of O'Shaughnessy VC3. |
| 2024‑01-25 | Data Quality | Minor | Corrected financial results for MDP.TO. |
| 2024‑01-25 | Bug fix | Minor | Fixed: Sort ascending did not work anymore. |
| 2024‑01-24 | Data Quality | Minor | Ignore dividend yield from source that is unrealistically high. Example: TGS. |
| 2024‑01-24 | Improvement | Minor | Exposed ROCE, Economic Spread and EBIT yield for multi criteria sort. (Data needs population time) |
| 2024‑01-24 | Improvement | Major | Made a fiscal year view, which, in contrast with the backtestable, observation-based metrics, compares market value at or after end of fiscal year to (end of) fiscal year results. Set labels to "At start of calendar" vs "At start of fiscal". |
| 2024‑01-23 | Bug fix | Major | Net Payout Yield: Use 0 value for BuyBack ratio and Dividend yield if results are missing. Also corrected bug in exception handling of missing values. Ex: SMCRT.OL, PLN.MI. |
| 2024‑01-22 | Data currency | Minor | Increased rate of import queue. |
| 2024‑01-22 | Data Quality | Minor | Had DGE.L EPS corrected at source. |
| 2024‑01-18 | Improvement | Major | Improvements to quarter derivation using year rest:
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| 2024‑01-18 | Improvement | Minor | Make recalculation cyclus of and that of normal dollar volume stocks shorter, and that of low dollar volume stocks longer. |
| 2024‑01-16 | Improvement | Trivial | Add an input mask to the value of conditions. Edit: fixed bug for negative numbers |
| 2024‑01-16 | Improvement | Trivial | Renamed "CAGR" sub-metric to "max CAGR". |
| 2024‑01-15 | Improvement | Critical | Make it possible to use multiple sort criteria for search. Started with limited number of metrics, and can be extended based on user requests. Data needs a population period. Only for Silver. |
| 2024‑01-13 | Bug fix | Minor | Started indexation of some normalised values to prepare multi-criteria sorting. Update: fixed bug in case of missing values. |
| 2024‑01-11 | Data Quality | Minor | Had EPS corrected at source for CHEMM.CO. |
| 2024‑01-11 | Data Quality | Major | Improved half yearly results detection at import for cash flow metrics. Example: Cake Box Holdings. |
| 2024‑01-11 | Bug fix | Minor | Refactored query sorting and changed related UI. |
| 2024‑01-11 | Bug fix | Minor | Elastic Search: Use phraze query instead of match query when identifying quantity names. |
| 2024‑01-11 | Data Quality | Minor | Had EPS (currency) corrected at source for PBR and PBR-A. |
| 2024‑01-10 | Data Quality | Minor | Had EPS corrected at source for GMKN.ME. |
| 2024‑01-10 | Improvement | Minor | Made Share Turnover and "Volume.median" volume use trailing 12m instead of using last quarter. |
| 2024‑01-09 | Improvement | Minor | Improved determination of source for price history. Example: WATR.L, VBG-B.ST, SPE.L |
| 2024‑01-09 | Bug fix | Minor | Fixed: Currency error in dollar volume calculation fallback. |
| 2024‑01-08 | Data Quality | Minor | Improved preferred stock detection on Hannover. |
| 2024‑01-08 | Data Quality | Minor | Had KBCA.BR and 9524.SR WASO corrected at source. |
| 2024‑01-06 | Improvement | Trivial | Changed color of caption panels in dark mode. |
| 2024‑01-05 | Improvement | Minor | Improved layout of search panel. |
| 2024‑01-03 | Throughput | Minor | Increased throughput of background recalculation. |
| 2024‑01-03 | Bug fix | Major | Fixed: Incorrect task name generation caused task tombstoning. Example: Both SEE.L and SEEL mapped to SEEL. |
| 2024‑01-03 | Performance | Minor | Don't try to get price history and calculate technical indicators for delisted stocks. Example: OCZTQ. |
| 2024‑01-03 | Bug fix | Minor | Improved exchange determination for delisted stocks. Example: OCZTQ. |
| 2024‑01-03 | Robustness | Minor | Prevent deletion of too many stocks if price service has problems. |
| 2024‑01-02 | New Metric | Minor | Adjusted Total Liabilities. Use it for Debt / TBV. Also corrected the name of Debt / TBV. |
Open Archive 2023.