changelog

Change log

date	type	importance	description
2026-03-19	Data quality	Minor	Whitelisted AAU.AX and ANTMF for currency switch in financial statement import. Also had financial results corrected at source.
2026-03-18	New Metric	Minor	Added Value Creation Ratio (VCR): compares the market's valuation multiple (EV/IC) to the value creation multiple (ROIC/WACC).
2026-03-17	New Metric	Minor	Added ROIC / WACC metric. WACC now shifts to next year, aligning it with ROIC in year presentation.
2026-03-17	Fix	Minor	Fixed incorrect relations in the metric dependency tree. Refactored dependency definitions into dedicated classes and corrected a few misplaced entries.
2026-03-09	Security	Major	MCP OAuth consent form now signs the user ID with HMAC to prevent tampering via hidden form fields.
2026-03-09	Improvement	Minor	MCP find_metric: broad queries (e.g. “debt”) now return only primary submetrics and are capped at 30 results to prevent response flooding. A note is appended when results are truncated.
2026-03-09	Improvement	Minor	MCP documentation: added version number, public-client credential clarification, and usage examples. API documentation: added warnings array to example response and documented must/should/not clause behaviour including the 3+ should rule.
2026-03-09	Improvement	Minor	Subscription page: logged-in users can now navigate directly to the subscription page without needing the GWT application's URL parameter. A session cookie is set during any login flow (social OAuth, email/password, MCP OAuth) and cleared on logout, so the subscription page recognizes the user automatically.
2026-03-09	Improvement	Minor	MCP search_stocks further improved: market_cap and enterprise_value result fields renamed to `market_cap_usd` and `enterprise_value_usd` to make the currency unambiguous and prevent the AI from misinterpreting values as thousands of local currency. Scale reference values added to the tool description ($200M = 200000000, $5B = 5000000000, Apple ~$3.78T = 3780000000000). AI instructed to prefer shorthand filter values (`"200M"`, `"10B"`) to avoid mental unit conversion. AI now uses a single search_stocks call with `in` lists for multi-region/multi-sector screens instead of parallel calls per region. Percentage metric filter examples updated to use the `"5%"` string format throughout. robots.txt updated to allow `/documentation/` for all crawlers so AI assistants can read the MCP documentation page. MCP added to key features list on homepage; Dutch placeholder text replaced with English. Gold MCP quota description updated to “unlimited” consistently across all pages.
2026-03-08	Improvement	Minor	MCP search_stocks guidance and output improved: explicit 'should' vs 'must' filter strategy to avoid zero results, Beneish M-Score warned as a sparse metric (use as extra_metric only, not a must filter), zero-results recovery tips, more realistic default thresholds for Quality score and Piotroski. Percentage metrics (yield, margin, ratio) are displayed as "5%" strings in results. Filter values now accept the same percentage strings (e.g. `value: "4%"`) — the backend converts automatically — as well as money shortcuts (`"200M"`, `"10B"`, `"1K"`). Money metrics (market cap, enterprise value etc.) now output plain integers to avoid scientific notation and int overflow — Apple's $3.78T market cap was showing as 2147483647 due to Math.round(float) int overflow. Results now include sector_enum and industry_group_enum fields with ready-to-use filter enum values alongside human-readable labels. Money metric unit clarified: full USD, non-US stocks converted to USD, tiny shell companies can have market caps of a few hundred dollars.
2026-03-08	Fix	Minor	MCP daily quota: free-trial users were incorrectly getting the Gold limit of 100 searches/day instead of 5. Fixed to 5/day for non-paying users. Also fixed a bug where the daily counter reset on the same day-of-month in any month instead of calendar day.
2026-03-08	Improvement	Minor	MCP `find_metric`: metric labels now include both the full name and abbreviation when they differ (e.g. "Owner Earnings Yield (OE Yield)"), making keyword search more discoverable. Matching now uses word-based logic searching metric, submetric, and description — 3 out of 4 words must match (rounded up), tolerating one noise word in longer queries. Single-character words are ignored as stop words; short abbreviations like "EV" and "IV" are kept. Queries like "revenue cagr" or "ROIC return on invested capital" correctly resolve. Each metric entry now has an `isPrimary` flag to identify the main current-value submetric. Query and submetric guidelines were added to the tool description. The AI is also instructed not to expose technical metric IDs to the user.
2026-03-08	Layout	Trivial	Account menu: moved the Copy button for the API key to the second column, consistent with the Set button layout.
2026-03-07	Improvement	Minor	Search API: filter `value` fields now accept K, M, and B suffixes — e.g. `"2B"` (2,000,000,000), `"500M"`, `"10K"` — in addition to plain numbers and percentage strings.
2026-03-07	Fix	Minor	Indicators API (`find_metric`): `min` and `max` scale values for score metrics (e.g. Quality score, Value score) now correctly return `"0%"` and `"100%"` — the actual normalised value range — instead of the raw pre-normalisation internal scores.
2026-03-07	Improvement	Minor	MCP documentation: added peer comparison as a fourth usage example, and improved the Greg Abel example description to clarify that Claude computes custom composite scores client-side from raw metric values.
2026-03-07	Improvement	Minor	API / MCP: percentage-scale metrics (e.g. ROE, Quality score) are now returned as formatted strings such as `"77%"` in search results. Scale thresholds (`min`, `max`, `good`, `bad`) in the Indicators API are formatted the same way. Filter `value` fields accept both the raw number (`0.2`) and the percentage string (`"20%"`).
2026‑03-06	Layout	Trivial	Improved layout of ordered lists in documentation.
2026‑03-06	Fix	Minor	Fixed NullPointerException in ConcurrentHashMap when an unauthenticated request reached the rate limiter (null user). Unauthenticated callers are now rejected early in isTooManyRequests before any map lookup.
2026‑03-06	Fix	Minor	Fixed analyst recommendation 1m/2m/3m change columns showing the same value as the mean recommendation. In the quarter-based quantity lookup, stored NUMBER_AMOUNT quantities were incorrectly matched when a CHANGE dimension was requested. Fixed by requiring exact dimension matching for NUMBER_AMOUNT, PERCENTAGE, BETA, RATIO_NUMBERS_PERC, and CHANGE_* quantities.
2026‑03-06	Fix	Minor	Fixed analyst mean recommendation showing a stale or inverted value. EOD's pre-computed rating field uses an inverted scale (5 = Strong Buy) opposite to ours (1 = Strong Buy). It is now replaced by the value computed from the analyst breakdown counts, consistent with the recommendation table on the stock detail page. Old inverted values are cleaned up on the next import.
2026‑03-04	Reliability	Minor	Restored daily Datastore backup to Cloud Storage (gs://unclestock/datastore-backups), covering user data kinds. Backups are automatically deleted after 30 days.
2026‑03-04	Reliability	Minor	Added logging of user JSON fields (watchlists, columns, stock infos) on every Datastore write, to detect silent data loss early. Fixed a bug introduced by this change where the new saveUser() wrapper called itself recursively instead of calling ofy().save(), causing a StackOverflowError on all user write operations.
2026‑03-04	Fix	Minor	Fixed a ConcurrentModificationException in the request-rate limiter caused by concurrent access to a shared HashMap. Replaced with ConcurrentHashMap so computeIfAbsent is thread-safe.
2026‑03-04	Improvement	Minor	Exposed "Tangible Assets.qtr: 1y growth" for search.
2026-03-06	Improvement	Minor	MCP: removed six internal boolean flags from the `find_metric` response (`isFinancialResult`, `isMomental`, `isShiftPeriodToNext`, `isGrowth`, `isPriceDependent`, `isMoney`, `isBasedOnPersistent`) that were not actionable by AI agents. Reduces response size by ~60 KB on broad queries.
2026-03-06	Fix	Minor	Fixed MCP daily quota not enforcing after the first call. The user object loaded for authentication was cached without subsequent cache updates after each increment, causing the daily counter to always reset to 1 instead of accumulating. The cache is now refreshed after every billable MCP call.
2026-03-06	Improvement	Minor	MCP: `search_stocks` now returns percentage-scale metrics as formatted strings (e.g. `"77%"` instead of `0.77`) so AI agents display values correctly without needing additional metadata.
2026-03-06	Fix	Minor	Fixed analyst mean recommendation (latest value) showing stale data in the Stock Overview widget. The metric was going through the financial result path, which applies fiscal-year-based quarter lookup and financial reporting period restrictions not applicable to analyst data. It now uses a dedicated metric class that iterates backward through calendar quarters from the current date.
2026-03-06	Fix	Minor	Fixed NullPointerException when a null user triggered the rate limiter (ConcurrentHashMap does not accept null keys). The server-side check now returns true (too many requests) for null users as a defensive measure; on the client side the price-refresh call is skipped entirely when no user is logged in.
2026-03-06	Fix	Minor	Fixed 1m/2m/3m change dimensions showing the same value as the NUMBER_AMOUNT dimension. The quantity selector now requires an exact dimension match for all dimensionless number types (NUMBER_AMOUNT, PERCENTAGE, BETA, RATIO_NUMBERS_PERC, and CHANGE_*_ABS).
2026-03-06	Fix	Minor	Fixed analyst mean recommendation being stored with EOD's inverted rating scale (5=Strong Buy) instead of the standard scale (1=Strong Buy). The value is now computed from the analyst count breakdown, matching the scale shown in the Analyst Recommendations table.
2026-03-03	Fix	Minor	Fixed a crash when fetching price data for stocks whose EOD exchange listing returns a null currency (e.g. SPGI.BA). The currency is now skipped gracefully instead of throwing an exception, consistent with the null-safe handling already present in the caller.
2026‑03-03	Improvement	Minor	Exposed "Deferred Revenue, Current" for search.
2026-03-03	Fix	Critical	Fixed a data loss bug where a user's watchlists and views could be silently wiped from the database. When an MCP tool call was made via OAuth Bearer token, the user object was retrieved from cache in a compacted state (serialized fields nulled out to save memory). Saving that object back to the Datastore during MCP usage tracking overwrote the user's watchlists and column configuration with null. Fix: re-serialize member fields from in-memory state before saving in the MCP usage increment path.
2026‑03-02	Fix	Minor	MCP: fixed NullPointerException when incrementing daily usage caused by an incorrect validation check. Also eliminated redundant Datastore read by reusing the already-loaded user object. Corrected quota exceeded message to reference Gold subscription at unclestock.com.
2026‑03-01	API	Minor	MCP: added industry filtering guidance to search_stocks tool description. AI models now always look up industry enum values via get_universes before filtering, and fall back to free text search for industries not in the catalogue (e.g. 'quantum computing').
2026‑02-28	Documentation	Trivial	Removed references to ChatGPT from documentation. Claude is now the recommended AI assistant for use with UncleStock.
2026‑02-28	Fix	Minor	Reduced Elasticsearch connection pool size (150 → 50) to prevent occasional OutOfMemoryError on App Engine while still improving backtest concurrency over defaults.
2026‑02-27	API	Minor	MCP: added metric IDs for all recommended screening strategies in the search_stocks tool description, so AI models can use metrics directly without needing to look them up first.
2026‑02-27	Fix	Minor	Indicator API: fixed forward slashes being stripped from metric names (e.g. P/BV, P/ IV). Updated MCP search_stocks tool description with corrected metric and submetric labels.
2026‑02-26	API	Minor	MCP: added recommended screening strategies (value, quality, risk, momentum) to the search_stocks tool description, guiding AI models toward UncleStock's proprietary metrics (e.g. Price/Intrinsic Value, Quality score, Trap score) instead of generic ones like P/E. Also simplified geography filter documentation to prevent AI confusion when filtering by country.
2026‑02-26	Improvement	Minor	My Queries: added "created" and "backtest" date columns to the queries table (web only). Both columns are sortable.
2026‑02-25	API	Minor	MCP OAuth: added account creation directly in the OAuth authorization flow. Users connecting via Claude or other MCP clients can now create an UncleStock account without leaving the authorization page.
2026‑02-25	Data Quality	Minor	Historical price import: fixed a typo in the split-adjustment correction factor for the 10 000–12 000× ratio range (was 1 100 instead of 11 000). Also tightened the extreme-price-change abort threshold from 99.998 % to 99.9 %, so single-day jumps exceeding 1 000× with no remaining split are now correctly detected and stopped. Affected e.g. OLY.TO.
2026‑02-24	Documentation	Trivial	Fixed documentation pages (api, changelog, …) not showing content on mobile. The sub-navigation and main content now stack vertically on small screens.
2026‑02-24	Data quality	Minor	EOD importer: EXO.AS exempted from the quarterly CFO sanity check (35× annual). The check is designed to catch unit errors; for EXO.AS the anomalous ratio is caused by an unusually low FY 2024 figure in EOD, not a data unit error.
2026‑02-24	Data quality	Major	EOD importer: financial statement lines with a missing currency symbol are no longer skipped when the group-level (statement) currency matches the stock's primary currency. The group currency is now used as a fallback in that case.
2026‑02-23	Documentation	Minor	Documented how to fetch metrics for a specific stock using the Search API and MCP `search_stocks` tool: put the symbol in the `text` field and the desired metric ids in `extra_metrics`.
2026‑02-23	API	Minor	Fixed OAuth discovery flow for Claude.ai and other MCP clients. Unauthenticated requests to `POST /mcp` now correctly return HTTP 401 with a `WWW-Authenticate` header so clients can start the OAuth flow. Added the required `/.well-known/oauth-protected-resource` metadata endpoint (RFC 9728).
2026‑02-23	API	Major	OAuth 2.0 Authorization Code flow added to the MCP server. AI clients (Claude, Cursor, etc.) can now connect via OAuth instead of an API key. Supports dynamic client registration (RFC 7591), PKCE (S256 and plain), and social login (Google, Facebook, LinkedIn). Bearer tokens are accepted on `POST /mcp` alongside the existing `apikey` parameter.
2026‑02-22	API	Minor	MCP `get_universes` and `find_metric` tools no longer count against the daily quota — only `search_stocks` calls are counted. `initialize` and `tools/list` protocol calls are also free.
2026‑02-22	API	Major	MCP access is now available to all users for free: 5 stock searches per day without a subscription. Gold subscribers get 100 searches/day. A dedicated Agent subscription with higher limits is coming soon.
2026‑02-22	API	Minor	MCP client configuration: API key can now be passed as `?apikey=` query parameter (in addition to `X-Api-Key` header). Claude Desktop requires the query parameter form.
2026‑02-21	Fix	Minor	Fixed memcache overflow for large stocks: stocks exceeding the 1 MB limit are now transparently split into chunks on write and reassembled on read. Normal stocks are unaffected (no extra round trips).
2026‑02-21	API	Major	New MCP server (`POST /mcp`): connect UncleStock to AI assistants (Claude, Cursor, etc.) using the Model Context Protocol. Exposes three tools: `find_metric`, `search_stocks`, and `get_universes`. Authenticate with API key in `X-Api-Key` header. Gold subscription required.
2026‑02-21	API	Major	New Search JSON API (`POST /api/search`): screen stocks using a structured JSON body and receive results as JSON. Supports geography, industry, metric filters, sort, and extra metrics. Designed for programmatic use and AI agents. Gold subscription required. Company description (`summary`) is opt-in via `"include_summary": true`.
2026‑02-21	API	Minor	Indicators API: added `q` keyword filter parameter (searches metric name and description) to allow looking up specific metric ids without loading the full list. Added `min`, `max`, `good`, `bad`, and `smallIsGood` scale fields to JSON output, replacing the previous `top`/`bottom` fields.
2026‑02-20	API	Major	API key authentication: All users now have a personal API key shown in the Account menu and included in the signup confirmation email. All API endpoints now accept `apikey=` as the authentication parameter. The `user=` parameter remains functional for backwards compatibility but is no longer documented.
2026‑02-19	API	Minor	Indicators API: added description, formula, and sub-metric description fields to JSON output. Only include searchable metrics.
2026‑02-19	Data Quality	Minor	Sailfish Royalty: Import long-term debt and total debt as zero when reported as 0, instead of treating it as missing data.
2026‑02-19	Data Quality	Trivial	Map "British Virgin Islands" to United Kingdom for company country resolution.
2026‑02-18	Data Quality	Minor	Lavoro: Had balance sheet corrected by source (currency).
2026‑02-18	Bug Fix	Trivial	Fix Net Fixed Assets calculation error for stocks with no historical fixed assets data.
2026‑02-18	Data Quality	Minor	24SevenOffice Group: Import long-term debt as zero when reported as 0 by EOD, instead of treating it as missing data.
2026‑02-18	Data Quality	Minor	Alliance Resource Partners: Had cash flow statement corrected by source.
2026‑02-17	Data Quality	Minor	If Non-controlling interests are too small to explain differences is liabilities between GAAP and IFRS sources, use the best instead of the GAAP source. Also don't clean last year FMP values before import. Example: J-Long Group.
2026‑02-13	Improvement	Minor	Growth Capex: fix spurious positive values for asset-light companies with zero net capex but ongoing depreciation (e.g. Coinbase).
2026‑02-12	Improvement	Minor	Index symbols (e.g. S&P 500) now resolve metadata (name, currency, ISIN) from the correct INDX exchange listing instead of the US stock listing.
2026‑02-12	Resilience and Performance	Minor	Fixed rare CancellationException in backtest queries and improved backtest speed by increasing Elasticsearch connection pool capacity.
2026‑02-12	Improvement	Minor	Short-term investments: prefer the extrapolated persistent value over calculated when available. Example: Atlas Engineered Products.
2026‑02-11	Data Quality	Minor	Don't import negative "Cash & Equivalents" and "Cash and ST investments". Example: CES Energy Solutions. Also refactored the processing of unexpected signs in the import.
2026‑02-10	Data Quality	Minor	Alkane Resources: import quarterly balance sheet data after switch from half-yearly to quarterly reporting.
2026‑02-10	Bug fix	Major	Fixed: diff metrics for TTM and recent years were missing. Impact on ROInc. Example: Mycronic / NOPAT, Invested Capital.
2026‑02-06	Improvement	Minor	Shareholders' Equity now prefers calculated value over imported data. Example: Exor, also had Shareholders' Equity by source.
2026‑02-06	Improvement	Minor	Exposed for search: MRS.1y growth MRS.5y CAGR CROIC.5y CV CCR.3y avg Reinvestment rate.5y CAGR Net income.10 inc % Cash NOPAT.10 inc % Goodwill & intangibles
2026‑02-06	Data Quality	Minor	Added currency KES (Kenya).
2026‑02-05	Data Quality	Medium	IDI: Had historical balance sheet corrected by source.
2026‑02-05	Data Quality	Trivial	SCA-B.ST: skipped unrealistic Adj. C Shares.
2026‑02-04	Bug fix	Major	Fixed industry medians lookup in Q1 incorrectly requesting future Q2 data.
2026‑02-04	Data Quality	Minor	Telix Pharmaceuticals: Had financial results (currency) fixed at source.
2026‑02-04	Data Quality	Minor	Xero Ltd: Had financial results (currency) fixed at source.
2026‑02-03	Improvement	Trivial	Reduced user cache size by excluding redundant serialized data.
2026‑02-03	Improvement	Minor	Filter out stocks from inactive exchanges (e.g. .NZ) from notifications list.
2026‑02-03	Bug fix	Minor	Don't calculate Mohanram G-score for future.
2026‑02-03	Bug fix	Minor	Fixed: Delisted stocks in notification list now show their values correctly so notifications can be removed. Also improved cleanup of notifications data.
2026‑02-01	Improvement	Minor	TTM next yr est (src): fallback to previous year if current fiscal year unavailable.
2026‑02-01	Improvement	Major	Quality score: use 1 and 3y avg CROIC and ROCE.
2026‑02-01	Improvement	Trivial	Improved description of "wavg/ya" sub-metric.
2026‑02-01	Improvement	Minor	Don't generate nofifications for delisted securities.
2026‑01-30	Improvement	Minor	Exposed for search: Nopat.5y Cagr ROIC.5y Cagr Economic spread.5y Cagr
2026‑01-29	Improvement	Minor	Don't import financial results from Bombay if listed on NSE India. Example: INFY.NS and INFY.BO.
2026‑01-29	Improvement	Trivial	Renamed short label of "National Stock Exchange of India" to "NSE India".
2026‑01-29	Improvement	Minor	Don't add revenue estimates via non-home listings.
2026‑01-29	Data Quality	Minor	Infosys: Corrected financial results
2026‑01-29	Data Quality	Minor	Provide price charts for NEO exchange (Canada).
2026‑01-29	Data Quality	Trivial	Matched NVDA.TO with NVDA.
2026‑01-28	Data Quality	Minor	FAS.V: had data provided by source.
2026‑01-28	Bug fix	Minor	Fixed: import of Budapest was not started.
2026‑01-28	Improvement	Minor	Added slippage margin option for stop loss strategies in backtesting. This allows simulating the cost of slippage when a stop loss is triggered.
2026‑01-28	Performance	Major	Prevent unnecessary historical recalculation and re-indexation if there is no new data or change in calculation logic.
2026‑01-27	Bug fix	Minor	Fixed: MBCRO did not use previous year earnings. Also shifted the year column in which the value is presented.
2026‑01-27	Bug fix	Trivial	Corrected metric group label in indicators api.
2026‑01-27	Markets	Minor	Added Malawi and currency MWK.
2026‑01-27	Data Quality	Minor	ALK.TO: use latest shares from source.
2026‑01-26	Performance	Minor	Improved browser caching: JavaScript is now cached until a new version is deployed.
2026‑01-26	Markets	Minor	Added Botswana.
2026‑01-25	Markets	Minor	Added Mauritius and currency MUR.
2026‑01-24	Markets	Minor	Added Ghana and currency GHS.
2026‑01-22	Markets	Minor	Added currency: LKR.
2026‑01-22	Markets	Minor	Added Croatia and Zagreb.
2026‑01-22	Markets	Minor	Added Sri Lanka and Colombo.
2026‑01-22	Improvements	Minor	Growth rate: Improved growth rate calculation looking more to Net incom and the last five years. Example: Medifast and Bristol-Myers Squibb..
2026‑01-21	Markets	Minor	Added Peru and Lima.
2026‑01-21	Improvements	Minor	Improved intrinsic value (value driver formula) growth rate: g1 = min(0.8×WACC, CROIC×Reinvestment Rate). If g1 < -3% exclude, -3% to 0% → 0%, 0% to 5% → g1, >5% → max(5%, avg(g1, 4%)).
2026‑01-20	Markets	Minor	Added Kenya and Nairobi.
2026‑01-20	Fix	Minor	Fixed stock name parsing when API returns non-breaking spaces. Example: PVT.V.
2026‑01-20	Data Quality	Trivial	Removed industry: Auto Manufacturers - Major
2026‑01-19	Improvements	Minor	Don't recalculate exchanges for which no financial results are available (like Casablanca, Egypt and Nigeria)
2026‑01-19	Markets	Minor	Added Casablanca.
2026‑01-18	Fix	Trivial	Added Nigerian flag.
2026‑01-18	Markets	Minor	Added Egypt.
2026‑01-18	Improvement	Trivial	Added 10% padding on the right side of the gwt price chart.
2026‑01-17	Markets	Minor	Reactivated Taipei Exchange. Added Nigeria.
2026‑01-17	Improvement	Trivial	For periods of 2 years or longer, the gwt price chart now shows weekly data points (5-day MA) instead of daily prices. The current price is always shown as the last data point. Also include tha current price in the chart.
2026‑01-16	Improvement	Trivial	Make it possible to open the gwt chart from the StockDio chart, which is to be used in case the StockDio chart does not show.
2026‑01-15	Improvement	Minor	Import: Don't use an not realistic number of shares to compare with. Example: TINC.BR
2026‑01-15	Improvement	Major	Don't use StockDio as price chart service for non common stocks: fallback to gwt Stock Chart
2026‑01-15	Bug fix	Major	Buyback ratio did was incorrect for quarter calculation in last year quarters. Examples: Parex Resources, Crescita Therapeutics
2026‑01-14	Improvement	Minor	Use StockDio price charts for Oslo and Tokyo.
2026‑01-14	Bugfix	Minor	Fixed Login button not working when password fields are auto-filled by password managers like LastPass.
2026‑01-13	Improvement	Minor	CDRs (Canadian Depositary Receipts) are no longer classified as common stock and excluded from search results. CDRs have a floating share ratio due to currency hedging. Example: SNY.TO, CHEV.TO and CRM.TO
2026‑01-13	Improvement	Minor	Improved company name matching to recognize CDR variants as the same company. Example: SNY.TO.
2026‑01-12	Improvement	Minor	Added 50-day and 200-day moving averages, short period options (6m, 3m, 1m, 5d), and linear/log toggle to gwt price chart.
2026‑01-11	Improvement	Minor	Show daily price history in gwt price chart.
2026‑01-11	Fix	Trivial	Fixed gwt price chart not showing on first load and widened vertical axis labels.
2026‑01-11	Improvement	Minor	Add a slider to the basic gwt chart.
2026‑01-10	Improvement	Minor	Added the possibility to choose a chart style for StockDio.
2026‑01-10	Improvement	Trivial	Improved default settings for StockDio charts.
2026‑01-10	Improvement	Minor	Apply basic gwt price chart for markets for which I can't use an external price chart service. Examples: Kuala Lumpur, KOSDAQ, Tokyo, Philippines, Ho Chi Minh, Oslo.
2026‑01-09	Improvement	Major	Discontinued price chart service for Kuala Lumpur, KOSDAQ, Tokyo, Philippines, Ho Chi Minh, Oslo. Use StockDio for Singapore, South Korea, Thailand, Lissabon, Istanbul. Use TradingView for Tel Aviv. Discontinued support for Caracas.
2026‑01-09	Improvement	Minor	Made it possible to manage default chart period and use multiple indicators in StockDio.
2026‑01-08	Improvement	Major	Use, as a test, new price chart service (StockDio) for London, Paris, Brussels, Amsterdam, Hong Kong, NSE, Mexico. Also changed price chart service to TradingView for Copenhagen, Helsinki, Madrid, Iceland. Also disabled Taipei, IOB.
2026‑01-07	Improvement	Minor	"Shareholders’ Equity", "Shareholders' Equity and Treasury Stock" and NNWC can now exceed Total Assets. Example: Eurasia Mining.
2026‑01-07	Improvement	Trivial	Renamed names in csv/html output of "Adjusted Shareholders' Equity" to "Shareholders' Equity and Treasury Stock".
2026‑01-07	Improvement	Minor	Adjusted email validation rules to reduce false positives for legitimate email addresses.
2026‑01-06	Usability	Trivial	Don't allow to hide (almost) all metrics, which is typically not intended.
2026‑01-04	Documentation	Trivial	Improved description of subscription plans.
2026‑01-03	Improvement	Trivial	Added a 1-hour maximum cap to the incremental refresh interval for users with fewer than 200 stocks loaded in the UI.
2026‑01-02	Reliability	Trivial	Handle transient Memcache failures gracefully in exchange listing cache.
2026‑01-02	Documentation	Trivial	Corrected sub-metric labels in Stock and Value documentation.
2026‑01-02	Bug fix	Major	Fixed: Backtest stopped working if the query contained filter conditions that are excluded from backtest.
2025‑12-31	Improvement	Minor	Exposed for search: CFO.15y yrly growth CV SG&A.15y yrly growth CV
2025‑12-31	Bug fix	Minor	Fixed: incorrect validation rule of number of shares for SWGAY caused missing WASO.
2025‑12-31	Data Quality	Minor	CTYMF: corrected WASO.
2025‑12-30	Data Quality	Minor	Petroleo Brasileiro SA Petrobras: Had financial results (currency) corrected at source.
2025‑12-30	Data Quality	Trivial	Made PETR3.SA a listing of Petroleo Brasileiro S.A.
2025‑12-30	Data Quality	Minor	XPBRA.MC and PETR.SA: skip unrealistic number of shares.
2025‑12-30	Improvement	Major	Import: improved cross checking between current Adj. C. Shares and historical WASO. Example: PETR3.SA.
2025‑12-30	Data Quality	Trivial	Made PETR3.SA a listing of Petroleo Brasileiro S.A.
2025‑12-29	Data Quality	Minor	Hub24: Had revenue corrected by source.
2025‑12-27	Data Quality	Minor	RACE: Had historical WASO corrected by source.
2025‑12-25	Data Quality	Minor	RACE.MI: Had historical WASO corrected by source.
2025‑12-25	Bug fix	Minor	Corrected fiscal year header text in quarterly metric viewer.
2025‑12-24	Bug fix	Minor	Fixed: Exclude filter conditions were not shown when opening a query definition in the UI.
2025‑12-24	Data Quality	Minor	UHRN.SW: corrected WASO. UHR.SW: corrected current Adj. C Shares. Also apply the listing specific validation and overruling at import to the current Adj.C. Shares.
2025‑12-23	Improvement	Major	Use current price in last quarter used for search.
2025‑12-23	New metric	Minor	Added TTM-based variants for valuation multiples. Created "b/on TTM" and "% b/on TTM" sub-metrics, now available for most income statement and cash flow multiples and yields.
2025‑12-23	Improvement	Trivial	Show that "Price/ Sales" uses Market cap
2025‑12-23	Improvement	Trivial	Renamed Trailing sub-metric to TTM.
2025‑12-22	Improvement	Minor	Improved and corrected year header text in annual metric viewer.
2025‑12-22	Improvement	Trivial	Renamed "Yearly" to "Annual" "Trailing" to "TTM" "Market at start of" to "Market price at start of"
2025‑12-18	Improvement	Minor	Make incorrectly delisted securities listed again. Example: Bucharest stocks.
2025‑12-18	Improvement	Minor	Added a description on multiple sort criteria in the Screening tutorial.
2025‑12-17	Bug fix	Minor	Use calculated value for sub-component of total liabilities if value from source is not realistic. Example: Petros Pharmaceuticals / Total Debt & Lease. Update: fixed bug, introduced by this change.
2025‑12-17	Bug fix	Major	Fixed: Multi-criterium sort did not work anymore after Elastic client upgrade.
2025‑12-16	Bug fix	Critical	Fixed: Price data not loading since latest deployment.
2025‑12-16	Improvement	Minor	LT Total Debt & Lease: Use historical value from up to one year ago as maximum for alternative calculation (starting from Non-current Liabilitiies).
2025‑12-16	Improvement	Minor	Allow "Non-current liabilities" to be (larger or) equal to Other LT liabilities. Use 0 as "Other Long-term liabilities" in comparison with "Non-current liabilities" when non significantly small. Example: S2Medical.
2025‑12-16	Bug fix	Minor	Fixed: Bucharest Stock Exchange was not working.
2025‑12-12	Improvement	Minor	Default currency on the subscription page is now automatically selected based on the user’s locale (USD for US/other USD-preferred regions, EUR for Europe), while still allowing users to manually switch currencies. The currency toggle (USD/EUR) is now always visible, even when no user ID is provided and the subscription warning is shown.
2025‑12-11	Bug fix	Minor	Improved metric search navigation in metric tree: fixed scroll positioning and hover tooltip behavior.
2025‑12-10	Improvement	Minor	Improved layout of landing page.
2025‑12-10	Data Quality	Minor	CHER.V: Had historical WASO corrected by source.
2025‑12-10	Data Quality	Trivial	0975.HK: skip an incorrect WASO value form source.
2025‑12-9	Data Quality	Minor	Thor Explorations: removed old obsolete financial results in incorrect currency which made skip the import of new results. Also fixed bug in removal of results.
2025‑12-9	Data Quality	Minor	MYG.AX: removed incorrect historical WASO values. Had values corrected by source.
2025‑12-9	Data Quality	Minor	AEP.V: corrected industry group (and sector).
2025‑12-8	Bug fix	Minor	Use "Revenue.next yr est (src)" and "EPS.next yr est (src)" for Growth rate. Also improved applying weights.
2025‑12-6	Bug fix	Major	Reverted temporary web.xml header changes caused by a DTD availability issue, which had led to runtime failures.
2025‑12-5	Improvement	Minor	Added "Revenue.next yr est (src)".
2025‑12-4	Performance	Minor	Don't perform future calculation of Mohanram G-score. Don't get future mediums.
2025‑12-3	Improvement	Minor	CSV export: quit service earlier in case of errors. Also improved error handling for CSV export.
2025‑12-3	Improvement	Minor	Make first time import of listing data work.
2025‑12-3	Improvement	Minor	Updated api documentation on view names. Removed "history" parameter.
2025‑12-3	Improvement	Trivial	let "More stocks..." blink for a few seconds.
2025‑12-3	Improvement	Minor	Re-designed subscription page.
2025‑12-3	Improvement	Trivial	Show messages to make clear which backtesting option combination is not supported.
2025‑12-2	Data Quality	Minor	ALK.AX, ALK.TO: Allow recent move in number of shares due to merger. Import history before fiscal year change.
2025‑12-2	Improvement	Major	Import recent Adj. C Shares from source. Removed market cap based calculation, because not available anymore. Example: ALK.AX.
2025‑11-26	Data Quality	Minor	Dolfin Rubbers: Had reporting dates corrected at source.
2025‑11-26	Improvement	Minor	Net PP&E: Don't use value derived from previous CapEx if greater than Non-current Assets − Goodwill & Intangibles. Example: Exxe Group.
2025‑11-25	Improvement	Minor	Improved and refactored checking of disposable emails.
2025‑11-25	Data Quality	Minor	Steppe Gold: financial results were not imported due to inconsistency with older data.
2025‑11-23	Bug fix	Minor	Fixed: Notification panel did not save conditions.
2025‑11-23	Cost	Minor	Don't try to calculate fundamental metric for non-equity. Don't try to get tax rate for non-equity securities. Example: GOOG.L.
2025‑11-22	Improvement	Minor	Added top level menu item with link to prices / subscription packs.
2025‑11-22	Bug fix	Major	Fixed: Notification panel did not show metrics anymore.
2025‑11-22	Bug fix	Major	Fixed: Caching failed for users with a lot of data.
2025‑11-21	Markets	Minor	Added country: Lebanon. Example: BLOM Bank.
2025‑11-21	Markets	Minor	Provided financial results for Ho Chi Minh. Example: APG.HCM.
2025‑11-20	Data Quality	Minor	Andean Precious: Had correct financial results provided by sources.
2025‑11-20	Bug fix	Minor	Fixed: Balance sheet import failed from FMP if LT investments were missing.
2025‑11-20	Improvement	Trivial	Don't perform future calculation of Mohanram G-score.
2025‑11-20	Bug fix	Trivial	Correct format of formula for "Adjusted Total Liabilities".
2025‑11-19	Bug fix	Major	Missing values were not always set to 0 if missing. Example: GRK Infra "ST Debt & Lease" using missing "ST Lease".
2025‑11-18	Data Quality	Minor	Removed incorrect documents from search index for: IMBI, IMBIQ, TIO and 0FOS.L.
2025‑11-18	Data Quality	Minor	Okea: provided missing financial results (due to change in reporting currency).
2025‑11-18	Data Quality	Minor	Added validation to ensure Other Long-Term Assets are not incorrectly classified as Long-Term Investments during import. Example: Rana Gruber.
2025‑11-17	Data Quality	Minor	Betterware de Mexico: Had cashflow corrected by source.
2025‑11-17	Improvement	Major	Improved content and layout of landing page.
2025‑11-16	Improvement	Minor	Send confirmation email for users that resubscribe.
2025‑11-16	Bug fix	Minor	Fixed: Popup message no longer escapes HTML tags.
2025‑11-15	Data Quality	Trivial	Tinc: Had Non-current Assets corrected at source.
2025‑11-15	Data Quality	Minor	Amazon: Had cashflow corrected by source.
2025‑11-13	Data Quality	Minor	Long-term Investments: Apply maximum boundary check; use previous value or recalculate if exceeded. Example: Episurf Medical, Royal Gold and Information Services Corp.
2025‑11-12	Bug fix	Critical	Fixed: Search was not working after Flexible matching change.
2025‑11-12	Improvement	Trivial	Don't try to calculate historical Mohanram G-score on client.
2025‑11-12	Improvement	Trivial	Improved layout of technical chart header.
2025‑11-11	Data Quality	Minor	Had WASO corrected at source for PNOR.OL.
2025‑11-11	Improvement	Minor	Updated tutorial on screening.
2025‑11-11	New feature	Major	Flexible ranking: if a filter has 2 or more "should" conditions, results are now automatically sorted by Elasticsearch _score so that documents matching more "should" conditions appear first, while still keeping field-based sorting. Silver subscription is required.
2025‑11-10	New feature	Major	Flexible matching by using "should" on a filter condition. Remark: minimum_should_match is hard-coded to floor(2/3 × number of should conditions). Silver subscription is required.
2025‑11-7	Improvement	Minor	Let Mohanram G-score use "Accruals to Assets" instead of CCR.
2025‑11-7	Robustness	Minor	Lowered chunk size for caching exchange listings.
2025‑11-6	Improvement	Trivial	Added category: Trading--Leveraged Equity. Example: ProShares Ultra FTSE China 50.
2025‑11-6	Improvement	Minor	Import meta data for ETFs. Also made import more robust for missing sharesStats. Example: ProShares Ultra FTSE China 50.
2025‑11-6	Improvement	Minor	Import meta data from NYSE Arca. Example: ProShares Ultra FTSE China 50.
2025‑11-6	Improvement	Minor	Use fallback for home country if address is missing. Also support ISO3 in import. Examples: NH Investment & Securities and ProShares Ultra FTSE China 50.
2025‑11-6	Cost	Minor	Don't try to calculate intrinsic value for securities that are not company based.
2025‑11-6	Improvement	Minor	Improved detection of Preferred Shares. Example: 005945.KQ.
2025‑11-6	Improvement	Trivial	Did some improvements to the description of the api.
2025‑11-6	Improvement	Trivial	Improved header styles of documentation.
2025‑11-5	Improvement	Trivial	SGAI metric: changed definition to small is good, for the sake of the conservative value in Beneish F-score.
2025‑11-5	Improvement	Minor	Don't extrapolate Quality of earnings ratios. Example: Marine Petroleum / Accruals to Assets.
2025‑11-4	Bug fix	Minor	Fixed: securities hint list was not complete because missing exchange. Update missing exchanges incrementally. Update 2025‑11-5: Fixed: Hint list was not loading.
2025‑11-4	Improvement	Minor	"Cash Sales.1y growth": Added handling of meaningless or negative revenue. Example: Keros Therapeutics.
2025‑11-4	Improvement	Minor	GMI, SGI, DSRI and SGAI metrics: Changed handling of meaningless revenue. Example: Indiana Resources.
2025‑11-3	Improvement	Minor	Provide more ISIN codes in security hinting.
2025‑10-31	Bug fix	Major	Fixed: Caching of security sets dit not work properly. Security set chunk size was too big. Caching of large security sets created 1 chunk too many.
2025‑10-31	Bug fix	Minor	Fixed: Penalisation of bad Dechow F-score did not work in Uncle Stock score and Trap score. Also show Dechow F-score.Numerical score (F-score) under Uncle Stock score's and Trap score's uses.
2025‑10-30	Improvement	Minor	Truncate factors of Dechow F-score.
2025‑10-30	Improvement	Minor	Truncate factors of Beneish-M score. Example: Morgan Advanced Materials / SGAI. Update 31-10: Changed AQI threshold to 3.
2025‑10-30	Bug fix	Trivial	Fixed: Accruals to Assets metrics were empty in "is related to" rows.
2025‑10-30	Improvement	Trivial	Export of LEVI metric did not show decimals.
2025‑10-29	Improvement	Trivial	Made header in year metric viewer fixed height when moving to past.
2025‑10-29	Improvement	Minor	Skip importing price data further if price change is too large. Example: FTFT - Also had price history corrected at source.
2025‑10-28	New Metric	Minor	NOA Accruals to Total Assets.
2025‑10-23	Bug fix	Major	Fixed: In UI, country functions, like tax rate, used last available value instead of recent when missing. This caused for instance differences in "Tax rate.5y medium" between backend and UI.
2025‑10-23	Data Quality	Minor	Updated country tax rates.
2025‑10-23	Data Quality	Trivial	2558.T: Had exchange corrected at source.
2025‑10-23	Data Quality	Minor	ADDT-B.ST: Had historical price data corrected at source.
2025‑10-22	Improvement	Minor	Reject and skip import of negative values for Depreciation, Amortisation, and Depreciation & Amortization, and attempt to recalculate depreciation when such cases occur. Example: Idaho Strategic Resources.
2025‑10-22	Data Quality	Trivial	Map XHEL code to Helsinki exchange. Example: POSTI.HE.
2025‑10-21	Data Quality	Trivial	TINC.BR: Had WASO corrected at source.
2025‑10-21	Improvement	Minor	Added WASO.20y CAGR
2025‑10-19	Improvement	Trivial	Increased max capacity of search in stock set.
2025‑10-16	Improvement	Major	Improved handling of unaccepted negative values from source, making more room for the calculated value. Extend propagation of missing value exceptions. Also improved explanation text of missing values.
2025‑10-16	Improvement	Minor	Don't accept negative debt metrics even if not calculated. Don't import negative debt metrics. Also use same constraints for lease as other liabilities. Example: Renoworks Software / Short-term Debt.
2025‑10-15	Data Quality	Major	Refine last trading date calculation by checking price history for the most recent trade with non-zero volume and a price change. Examples: 2060.HK and 1922.HK?
2025‑10-15	Data Quality	Minor	SSL: Only use shares from Sharadar to include non-public shares.
2025‑10-15	Data Quality	Minor	0873.HK, 1745.HK and 2660.HK: Had securities corrected at source for currency errors which caused the import to fail.
2025‑10-14	Improvement	Minor	Improved detection of Preferred US shares. Example: PBR-A. Also linked PBR to other Petrobas listings.
2025‑10-14	Bug fix	Minor	Fixed: view names were not correctly resolved in csv or HTML export if user views have a name equal to a system view.
2025‑10-14	Improvement	Trivial	Layout: Set margin correctly for disabled buttons.
2025‑10-13	Bug fix	Major	Fixed: Calculation date was not always persisted.
2025‑10-13	Bug fix	Minor	Fixed: Header background color was not correct on light mode on tablet.
2025‑10-13	Improvement	Minor	Improved layout of HTML report. Also increased size of text. Also prevent text wrapping.
2025‑10-12	Improvement	Minor	Added title and view name to HTML report of view. Improved layout to title of HTML report. Use view from stock metrics viewer if one is selected.
2025‑10-12	Bug fix	Minor	Fixed: The code to prevent DOS attacks caused recalculate service to fail unintentionally. Also improved message if too many requests.
2025‑10-12	Improvement	Trivial	Rename "Export condition metrics" to "Export search condition metrics".
2025‑10-12	Improvement	Trivial	Prevent emails from scaling down because of long Identity provider ID.
2025‑10-11	Improvement	Trivial	Include metrics that are not exposed for search in export of a view to HTML.
2025‑10-10	Improvement	Minor	Let RNOA and RSST Accruals use NOA' instead of N0A.
2025‑10-10	Bug fix	Minor	Fixed: export of a view to HTML did not include metric columns. Also rearranged your columns and improved layout
2025‑10-9	Data Quality	Minor	Prinx Chengshan Holdings: had financial results corrected at source (currency).
2025‑10-9	New metric	Minor	Net Operating Assets'
2025‑10-8	Improvement	Minor	Make it possible to export a view with history to HTML.
2025‑10-7	Improvement	Trivial	Improved layout of delete buttons.
2025‑10-7	Data Quality	Trivial	0486.HK: removed WASO outliers.
2025‑10-7	Maintenance	Trivial	Don't send footer anymore in e-mails.
2025‑10-7	Improvement	Trivial	HTML report: use full path for styles so the layout is kept when saving the HTML report.
2025‑10-3	Improvement	Major	Allow values that are based on past results as starting value for "1y diff" and "1y growth". Update 10-4: Disable fuzziness for latest value of these sub-metrics when the base value originates from the prior quarter without recursive derivation. Example: Apple / "Net Operating Assets.1y diff".
2025‑10-3	Improvement	Trivial	Improved position of user icon.
2025‑10-3	Data Quality	Minor	Volvere: Had HY1 financial results provided by source.
2025‑10-3	Bug fix	Minor	Fixed: "Net Operating Assets" was incorrectly period based.
2025‑10-3	Maintenance	Minor	Removed some unused crawler services.
2025‑10-2	Data Quality	Minor	BAK: Skip incorrect WASO numbers.
2025‑10-2	Improvement	Trivial	Improved naming of some backtest options.
2025‑9-30	Data Quality	Minor	Made validation of Gross Dividend against Dividend Paid more strict. Example: AKRBP.OL (also corrected dividend currency).
2025‑9-27	Data Quality	Minor	EQNR.OL: Corrected currency of TTM Gross Dividend.
2025‑9-28	Data Quality	Minor	Extend TTM Gross Dividend validation with a lower-bound check against Dividend Paid. Example: EQNR.OL.
2025‑9-27	Improvement	Trivial	Improved layout of emails.
2025‑9-25	Bug fix	Minor	Fixed: Zero Total Debt & Lease was not working. Example: SeaStar Medical Holding.
2025‑9-24	Improvement	Minor	Provided "qtr: 1y diff" for several balance sheet metrics, like NOA.
2025‑9-24	Data Quality	Minor	ACOMO.AS: Had EPS corrected by source.
2025‑9-24	Data Quality	Minor	Made EPS consistency check more strict. Example: ACOMO.AS.
2025‑9-24	Data Quality	Major	Had 200 Hong Kong securities corrected at source for currency errors which caused the import to fail. Example: 1681.HK, 3798.HK, 9982.HK and 6989.HK.
2025‑9-23	Improvement	Minor	Improved presentation of emails on mobile (light and dark mode).
2025‑9-23	Improvement	Minor	Made "IV (Hold 5 years)" more robust against negative values "OE' yields". Examples: TLX.AX and SKS.AX.
2025‑9-22	Data Quality	Minor	NRO.PA: correct TTM dividend.
2025‑9-20	Improvement	Minor	Make not meaningful negative Non-current Liabilities zero. Example: Saga Pure.
2025‑9-19	Bug fix	Trivial	Fixed: Tooltip gave wrong "OE' yield" name if negative.
2025‑9-18	Data Quality	Minor	Make the historical price data import more robust against erroneous price fluctuations.
2025‑9-18	Data Quality	Minor	CSU.TO: Had historical price data corrected by source.
2025‑9-17	Improvement	Minor	Allow Depreciation / Net PP&E to be larger than 1. Example: Zoomd Technologies.
2025‑9-17	Improvement	Minor	Net PP&E: Use previous value if derivation from previous using Net CapEx and Depreciation gives negative value.
2025‑9-16	Bug fix	Major	Fixed: Recursive calculation of Net/Gross PP&E did not work. Also use next quarter instead of next year first for recursive derivation from future. Also give proper explanation if recursively derived Fixed Assets is not used because negative. Example: Zoomd Technologies.
2025‑9-15	Improvement	Minor	Improved date to quarter mapping of Net Dividends. Example: 9988.HK.
2025‑9-15	Data Quality	Minor	Validate TTM Gross dividend against Dividend paid. Example: 9988.HK.
2025‑9-09	Improvement	Trivial	Improved names of metrics groups in exports.
2025‑9-08	Layout	Trivial	Corrected screening tip.
2025‑9-08	Data Quality	Minor	ELF.TO: Had WASO corrected by source.
2025‑9-04	Bug fix	Critical	Elastic Index (2025-Q3) was not correctly created after upgrade of Elastic client (in May).
2025‑9-04	Layout	Trivial	Give more space to top buttons.
2025‑9-02	Data Quality	Minor	ISBTR.IS: had WASO corrected by source.
2025‑9-02	Markets	Minor	Stop showing charts for Istanbul.
2025‑9-01	Bug fix	Minor	Fixed: Failed to create crypto securities.
2025‑9-01	Improvement	Minor	Improved layout of message popups. Also improved some phrasing.
2025‑8-31	Improvement	Major	Email validation update: Use MX-records to check existence. Keep disposable email detection separate. Avoid false “invalid” results from API server blocks.
2025‑8-31	Bug fix	Major	Fixed: Messages where not displayed on mobile registration page. Also use glass pane for popup messages.
2025‑8-30	Bug fix	Major	Improved display of the “email sent to choose a password” message. Also made it more clear in the email where to click.
2025‑8-30	Improvement	Major	Users now enter both email and password together on the sign-in screen, instead of entering the email first and then the password in a second step. Also improved layout of the tool tips on the home page in dark mode.
2025‑8-30	Security	Critical	Improved password security and storage practices.
2025‑8-29	Security	Critical	Security improvements for account action links.
2025‑8-28	Security	Minor	Improved detection of suspicious emails.
2025‑8-28	Data Quality	Minor	Stop showing CBOE exchanges and "S & P Indices" in exchanges, because they are no longer supported.
2025‑8-28	Data Quality	Minor	Stop excluding historical price data import for LOUP.PA (tested), ARTE.PA, RUI.PA, SO.PA, PHA.PA, ALECR.PA, AMANITRA.BO, MBOT, CREX, HYG.TO, AGM-A.US, KIN.BR, BESI.AS, YONGA.IS, ETER3.SA and BLZ.SI.
2025‑8-28	Bug fix	Minor	Fixed: Failed to create NYSE stock from market labeled at source as "US".
2025‑8-27	Bug fix	Major	Fixed: Search within a symbol list did not work. This also made search on free text faster.
2025‑8-26	Improvement	Minor	Changed name and description of valuation metric groups: "Valuation – Price yield" to "Valuation – Price vs Earnings" "Valuation – EV yield" to "Valuation – EV vs Earnings" Also changed the labels under Overview.
2025‑8-26	Bug fix	Minor	Fixed: Failed to create stock from XCSE market.
2025‑8-26	New metric	Minor	Market Reward Spread.
2025‑8-26	Improvement	Minor	Moved "Total Return Surplus" under "Valuation - yield on Price", made small good and show "1y growth" in the metrics viewer under "uses".
2025‑8-25	Documentation	Trivial	Added documentation on Growth rate sub-metrics in Uncle Stock scores documentation.
2025‑8-23	Improvement	Minor	Don't automatically create preferred of fractional lot stocks. Example: AGXY3F.SA.
2025‑8-23	Bug fix	Minor	Don't consider Brazilian stock symbols ending F as preferred. Example: AGXY3F.SA.
2025‑8-23	Bug fix	Minor	Added currency: UYU.
2025‑8-23	Bug fix	Minor	Fixed: Failed to create stock from XSTO market.
2025‑8-20	Data Quality	Minor	EIN.DE: Had EPS corrected by source.
2025‑8-18	Layout	Trivial	Some layout improvements to subscription page.
2025‑8-18	Version deprecation	Minor	Upgraded used Facebook api.
2025‑8-17	Resource Usage	Major	Made processing of earnings announcements consume less of the price api.
2025‑8-17	Resource Usage	Minor	Decreased rate of processing earnings announcements. Only process major exchanges.
2025‑8-17	Resource Usage	Minor	Automatically enable / disable price refresh at start / end of weekend.
2025‑8-15	Improvement	Major	Automatically (gradually) add missing stocks to the system.
2025‑8-14	Data Quality	Minor	Don't import negative WASO. Example: GLPG.AS.
2025‑8-14	Data Quality	Minor	Fixed configuration error for Karachi.
2025‑8-14	Improvement	Minor	Use ".WA" as primary suffix for Warsaw, avoiding ".W".
2025‑8-12	Bug fix	Minor	Fixed: Earnings announcement were not read for BSE.
2025‑8-12	Data Quality	Minor	GKP.L: Had historical WASO corrected by source.
2025‑8-12	New metric	Minor	Price.qtr low
2025‑8-12	Layout	Trivial	Presented stock list buttons more compact.
2025‑8-09	Bug fix	Major	Fixed: first quarter of fiscal year was wrong because of deprecated restatement logic. Example: Komatsu.
2025‑8-09	Resource Usage	Minor	Abort import if too many errors.
2025‑8-09	Resource Usage	Minor	Don't refresh stock price data in the weekend.
2025‑8-09	Bug fix	Minor	Fixed: Missing volume gave NullPointerException.
2025‑8-08	Resource Usage	Major	Decreased rate of stock price refresh, especially for large stocks sets.
2025‑8-08	Bug fix	Major	Fixed: Financial data was wrong for India because I still used the code in the api.
2025‑8-07	Improvement	Major	Implemented alternative calculation for Net PP&E adjusting previous or next value with Net CapEx and Depreciation. Example: Corporación Moctezuma.
2025‑8-06	Improvement	Trivial	Moved "used by CapEx/ Assets" dependency in metric viewer from "Gross PP&E" to "Total Assets".
2025‑8-06	Improvement	Minor	Extended quarter history
2025‑8-06	Improvement	Minor	Made "Gross PP&E" blank if <= "Net PP&E". Example: Paxman.
2025‑8-06	Bug fix	Minor	Fixed: derivation of "Gross PP&E" based on "Net PP&E.1y diff" was incorrect.
2025‑8-06	Improvement	Minor	Added subscribe button at prominent position.
2025‑8-06	Data Quality	Minor	Added unsubscribe link to email notification at end of free trial.
2025‑8-06	Data Quality	Minor	Corrected financial results of Alliance Resource Partners by reimport.
2025‑8-06	Data Quality	Minor	Clean "Gross PP&E" <= "Net PP&E" numbers from historical source. Example: Petrotal, Paxman.
2025‑8-05	Bug fix	Minor	Fixed: Last historical WACC was not calculated. Also don't calculate DCF if WACC is missing.
2025‑8-03	Improvement	Trivial	Improved description of Fundamental Advice.
2025‑8-02	Resource Usage	Critical	Avoid excessive fetches of stock price data. Refresh price data only once in 3 hours for users with big stock lists. Introduced a cooldown period after exceeding limits to prevent excessive load and protect system stability. Abort stock price refresh and give a message.
2025‑8-01	Performance	Minor	Don't reread splits when rereading stock price.
2025‑7-31	Improvement	Minor	Allow "Net PP&E.1q diff" to be based on "Net PP&E" from previous quarter when calculating "Gross PP&E". Example: Ringmetall.
2025‑7-30	Improvement	Trivial	Put "Screen stocks" and "My Area" buttons closer to each other.
2025‑7-30	Bug fix	Minor	Fixed: Beta calculation was not done for ETFs. Examples: SPY, MDY, EEM, EXSE.DE and IWM.
2025‑7-29	Improvement	Minor	Made company name column a little smaller. Also fixed some problems in column width calculation (when changing view).
2025‑7-29	Data Quality	Minor	Tinc: Had WASO and financial results corrected by sources.
2025‑7-25	Improvement	Minor	Added Large mode to the UI. Also made tabs and buttons brighter in dark mode. Also did small adjustment to Elegant mode.
2025‑7-24	Data Quality	Minor	TGAMES.CO: Had WASO corrected by source.
2025‑7-24	Data Quality	Minor	Added several industries.
2025‑7-24	Improvement	Trivial	Fixed: The screening tip and screening tutorial referred to incorrect button name.
2025‑7-23	Improvement	Minor	Provide full quarter history for Non-current Liabilities.
2025‑7-23	Bug fix	Minor	Fixed: Short-term investments were not imported. Also the formula was not displayed well. Also don't import negative values.
2025‑7-23	Improvement	Minor	Classify Deposits under Current Liabilities.
2025‑7-23	Data Quality	Minor	Skip invalid current and non-current liabilities for Lion Finance Group.
2025‑7-23	Data Quality	Minor	Apply validation of "Non-current Liabilities" to import of FMP. Example: Lion Finance Group.
2025‑7-23	Improvement	Trivial	Provide quarter values for "Equity ratio".
2025‑7-22	Improvement	Minor	Changed "EV/ CE" to "EV/ IC".
2025‑7-22	Improvement	Trivial	Give proper message if not logged in and trying to add symbols to list.
2025‑7-17	Improvement	Minor	DEPI: Alternative calculation using "Depreciation/ Net PP&E".
2025‑7-17	New Metric	Minor	Depreciation/ Net PP&E.
2025‑7-16	Data Quality	Minor	During import, removed validation of Net PP&E by comparing against historical values of other source. Examples: NameSilo Technologies and Basilea Pharmaceutica.
2025‑7-15	Improvement	Major	AI/LLM prompt generation.
2025‑7-14	Bug fix	Trivial	Short Shares: corrected short label and description.
2025‑7-14	Improvement	Minor	Made handling of Stripe subscription changes more robust.
2025‑7-14	Improvement	Trivial	Improved labels of identity providers.
2025‑7-10	Improvement	Minor	Improved presentation of Equity Financing ratio, Debt Financing ratio and WACC in the year viewer.
2025‑7-10	Improvement	Major	WACC: Removed distress based rules to determine minimal value. Use only max(4%, Risk Free Rate + 3%) as floor.
2025‑7-10	Communication	Minor	Improved payment failed emails.
2025‑7-10	Data Quality	Minor	LCHTF: Corrected name to Text S.A.
2025‑7-09	Improvement	Minor	Added Request reimport api
2025‑7-08	Bug fix	Minor	Fixed: "Short shares" was empty if fiscal year starting at Q4. Example: COV.V and OGI.TO / Short shares,
2025‑7-08	Data Quality	Minor	Updated Country Risk Premiums.
2025‑7-04	Marketing	Minor	Made faq more AI friendly.
2025‑7-04	Marketing	Minor	Ask users what type of customer they are (retail or pro).
2025‑7-04	Robustness	Trivial	Avoid import for invalid symbol.
2025‑7-03	Improvement	Minor	Improved detection of preferred stock. Example: BP-A.L.
2025‑7-03	Improvement	Minor	Made validation of security symbols more strict. Example: "BP.". Also avoid concurrent modification.
2025‑7-03	Improvement	Minor	Improved mapping of ADRs to company. Example: BP.
2025‑7-03	Improvement	Minor	Take highest dollar volume listing as primary one in case of multiple candidates.
2025‑7-02	Data Quality	Minor	Don't consider RO.SW as publicly traded, making ROW.SW primary listing for Roche.
2025‑7-02	Improvement	Major	Made "Days to Cover" more available by adding new metric: Short Shares. Also interpret "Floating Stock" and "Float %" at company level. Yet keep "Short % of float" and "Short Shares" al listing level. Also use "Short % of float" from source if sharesShort is missing. Example: TSM.
2025‑6-25	Improvement	Minor	Extend depth of quarters with 2 quarters in quarter viewer.
2025‑6-25	Improvement	Minor	Made calculation of quarter WASO more robust against missing "Adj C Shares".
2025‑6-25	Improvement	Minor	Don't provide "Adj. C Shares" before first price. Example: 1502.HK.
2025‑6-25	Data Quality	Minor	1502.HK: interpret shares from source as end of period.
2025‑6-25	Markets	Minor	Taipei Exchange: Reactivated. Import financial results. Example: 6488.TWO.
2025‑6-24	Improvement	Trivial	Don't show "Source data" tab for "Common Book Value".
2025‑6-24	Improvement	Minor	Show primary and secondary listings under the information tab.
2025‑6-24	Improvement	Minor	Let the period for "max CAGR" be based on quarters instead of years. Example: PLUS.L / "Ann. Total Return.max CAGR".
2025‑6-22	Improvement	Minor	Set "Float %" to 100% if SharesFloat is less than 1% larger than SharesOutstanding.
2025‑6-21	Improvement	Minor	Exposed "WASO.10y CAGR" for search.
2025‑6-21	Improvement	Minor	Don't try to calculate future intrinsic value metrics.
2025‑6-21	Improvement	Major	Apply minimum WACC using Risk-tiered floors. Example: Atos.
2025‑6-21	Bug fix	Major	Fixed: Intrinsic Value calculation was not deterministic.
2025‑6-20	Data Quality	Minor	ATO.PA: Skip year-quarter check.
2025‑6-20	Bug fix	Minor	Fixed: WASO import quarter determination was incorrect. Example: ATO.PA.
2025‑6-20	Bug fix	Major	Fixed: The Intrinsic Value methods were not converted to same currency when calculating "Intrinsic Value". Example: Atos.
2025‑6-20	Data Quality	Minor	ATO.PA: Corrected historical price data. Don't remove outliers.
2025‑6-19	New sub-metric	Minor	Price.12-1 change
2025‑6-19	Data Quality	Minor	QSG: Had currency corrected at source (Sharadar).
2025‑6-18	Data Quality	Critical	Automatically remove stocks from historical indexes that are not realistic (often due to reverse splits). Examples: MISM, RNVAD, GOVX, CEP.V, CMKI, BWLA, BAS, POTN, AMRT, DEEL, BID, CNXS, CDRL, FCS, HIMR, AUDA, RESS, EQUR, INCT, ARII, EPXY, BWLA, NAYA, THRA, CDRL..
2025‑6-18	Data Quality	Minor	CVN.AX: Had WASO corrected by source.
2025‑6-18	Data Quality	Minor	Removed MENC from index for 2009-Q2.
2025‑6-18	Data Quality	Minor	Removed ITC from index for 2009-Q1.
2025‑6-17	Data Quality	Minor	Better handling of share class suffixes in security name normalization. Example: Alphabet Inc Class C = Alphabet Inc. Also improved identification of B or C shares. Example: GOOG. Update 18-6: Fixed bug in change. Example: Orion Oyj B = Orion Oyj A.
2025‑6-16	Bug fix	Major	Use end of day prices for Bursa Malaysia because real-time price api stopped working.
2025‑6-12	Data Quality	Minor	Don't import un-significant number of shares. Example: GOVX.
2025‑6-12	Bug fix	Critical	Fixed: Excess Cash'' calculation failed on server caused by rejected Memcache operation because executed from separate thread.
2025‑6-11	Improvement	Minor	Improved determination of period for WASO import.
2025‑6-11	Data Quality	Minor	CO.PA: Had WASO corrected at source.
2025‑6-10	Improvement	Minor	Let "pos %" work with inferred (calculated) values. Example: LOCAL.PA.
2025‑6-10	Improvement	Major	Do not allow Dividend greater than Dividend paid (per share) or too big compared to price. Example: LOCAL.PA.
2025‑6-10	Data Quality	Minor	LOCAL.PA: Trust adjusted price history form source.
2025‑6-10	Data Quality	Trivial	Improved configuration of automatic split detection.
2025‑6-10	Improvement	Trivial	Further improved email content.
2025‑6-06	Bug fix	Major	Fixed: Stripe subscription and payment events, like failed payment, were not properly handled. As a result, users were not notified of these events.
2025‑6-06	Data Quality	Minor	GLXY: Had exchange set at source.
2025‑6-05	Technical	Minor	Reduced logging verbosity.
2025‑6-05	Data Quality	Minor	Had financial results (dates) corrected at source for BPM.AX.
2025‑6-05	Improvement	Minor	Adjust last quarter of trailing based on actual available income or cash flow results. Example: AAC Clyde Space / Change in WC.
2025‑6-04	Improvement	Minor	Added the faq to the documentation.
2025‑6-04	Improvement	Minor	Exposed "EPS rev. %.qtr: %" for search.
2025‑6-04	Improvement	Minor	Improved welcome email.
2025‑6-03	Bug fix	Major	Fixed: Recalculate other listings after import did not use newly imported last quarter.
2025‑6-01	Bug fix	Major	Fixed: some industry medians were not indexed.
2025‑5-28	Improvement	Minor	Don't use balance sheet items to set "Financial results as of".
2025‑5-28	Data Quality	Minor	Had financial results (fiscal years) corrected at source for Fab-Form Industries.
2025‑5-28	Improvement	Minor	Made separate sub-metrics for "Price.SD" and "Price.SD annualized".
2025‑5-28	Data Quality	Minor	Had financial results (currency) corrected at source for Telia Lietuva.
2025‑5-28	Data Quality	Minor	Had financial results (currency) corrected at source for Rockwool.
2025‑5-28	Data Quality	Minor	Had financial results (currency) corrected at source for Troax.
2025‑5-28	Bug fix	Minor	Don't import balance sheet items if currency is suspicious. Examples: Troax, Rockwool.
2025‑5-27	Data Quality	Minor	Fixed: Imports of BATS was skipped. Example: CBOE.
2025‑5-27	Improvement	Minor	Included "Price.SD 252d" in PVV score and view. Also added PVV score to the score table.
2025‑5-27	Bug fix	Major	Fixed: Price.SD was inconsistent.
2025‑5-19	Data Quality	Minor	Innovotech: Had financial results (currency) corrected at source.
2025‑5-19	Data Quality	Minor	Replaced symbol SP400 by MID for S&P Mid-Cap 400 Index in order to get components.
2025‑5-18	Data Quality	Minor	IFX.DE: Had EPS corrected at source.
2025‑5-16	Technical	Critical	Upgraded Elastic client. Bug fix 17/5: date comparisons did not work
2025‑5-16	Data Quality	Minor	Add a reality check on Non-Controlling Interests during import. Example: DocGo.
2025‑5-16	Bug fix	Minor	Fixed: backtest did not include last period for benchmark index.
2025‑5-14	Improvement	Minor	Let trailing multi-year averages use last full fiscal year instead of trailing value if fuzzy. Example: Metropole Television / Gross Margin.5y avg.
2025‑5-13	Improvement	Minor	Let trailing multi-year Standard Deviation use last full fiscal year instead of trailing value if fuzzy. Example: Metropole Television / Gross Margin.5y SD.
2025‑5-13	Data Quality	Minor	Decreased toleration level from 25% to 19% in year-quarter consistency validation. Example: Métropole Télévision / Gross Profit.
2025‑5-13	Technical	Critical	Ended: Temporally stopped importing historical price data because of issue at price service.
2025‑5-11	Commercial	Minor	Increased referral rewards.
2025‑5-10	Data Quality	Minor	Use normal currency if source gives pence. Example: Discovery Ltd ZAC/ZAR, also cleaned.
2025‑5-08	Bug fix	Minor	Fixed: metric viewing did not work well for Index mediums.
2025‑5-08	Improvement	Major	Use most recent quarter as recent value of "Total Liabilities" and "Total Debt & Lease". Example: Innoviva / Total Liabilities and Total Debt and Lease.
2025‑5-08	Data Quality	Minor	Postpone yearly historical index median build one week, till beginning of June, so start of Q2 of current year is included.
2025‑5-08	Data Quality	Minor	Removed Russell indexes (^RUT) from list as they are not supported anymore. ^SML: Rebuilt historical index mediums. Added ^SP400 (S&P Mid-Cap 400 Index) - components will built next Sunday.
2025‑5-07	Data Quality	Minor	ASR: Corrected EPS currency.
2025‑5-07	Bug fix	Minor	Fixed NPE in symbol handling on India.
2025‑5-07	Data Freshness	Major	Recalculate all common stock listings on main exchanges after batch import of financial results (new earnings). Refactored and optimized.
2025‑5-06	Data Quality	Minor	TINC: Had CFO and FCF corrected by source.
2025‑5-06	Data Quality	Trivial	Added SBNOR.OL.
2025‑5-04	Bug fix	Minor	Fixed: IV tooltip was incorrect for recent value.
2025‑5-02	Bug fix	Major	Quarter values were not converted to primary currency, leading to incorrect sanity check. Example: HEXA-B.ST / EPS. Refactoring.
2025‑5-02	Data Quality	Major	Made sanity check for EPS from source more strict. Example: HEXA-B.ST.
2025‑5-01	Bug fix	Minor	Fixed: NPE in import. Refactoring.
2025‑5-01	Bug fix	Minor	Set first quarter of fiscal year based on the home quote data. Example: NexTech, also had financial results (dates) corrected at source.
2025‑5-01	Data Quality	Minor	Prefer bottom-up calculation for Tangible Assets if "Goodwill and Intangibles" is not realistic. Don't add LT investments to the bottom-up calculation if it is extrapolated from the past. Example: NexTech, yet the bottom-up calculated value is larger than Total Assets.
2025‑4-30	Data Quality	Minor	Don't import or use zero Tangible Assets. Example: Fangdd Network Group.
2025‑4-29	Data Quality	Minor	Don't allow subcomponents to Total Liabilities (like ST Debt) to be negative or larger than Total Liabilities. Example: Veidekke / ST Debt, also had ST Debt corrected by source.
2025‑4-29	Data Quality	Minor	Don't allow Short of LT Debt and Leases to be larger than "Total Debt & Leases". Don't import negative ST Debt. Example: Veidekke.
2025‑4-17	Improvement	Major	Rolled back from earlier change on 4/11: Allow equity again to be negative with absolute value greater than Total Assets. Rolled back from earlier change on 4/11: Allow Non-controlling interests again to be larger than Total Assets. Interpret totalStockholderEquity from EODHD as Equity instead of Shareholders' Equity. Remove existing Shareholders' Equity during import. Interpret equity from Sharadar as Shareholders' Equity instead of Equity. Remove existing Equity during import. Calculate Shareholders' Equity if the value from source does not seem adjusted with Non-controlling Interest. Don't allow negative Total Liabilities and Non-current Liabilities. Example: EVgo.
2025‑4-16	Data Quality	Minor	Don't allow negative Debt & Lease.
2025‑4-16	Data Quality	Minor	Don't import negative Total Liabilities and Non-current Liabilities. Example: Carl Zeiss Meditec, also had incorrect quarter results removed by source.
2025‑4-16	Data Quality	Minor	Don't import negative Long-term Lease. Example: Veidekke.
2025‑4-16	Data Quality	Minor	Invert negative values of "LT Debt and Lease" during import. Example: Utah Medical Products.
2025‑4-15	Data Quality	Minor	Had SPEX.SW delisted at source.
2025‑4-15	Layout	Trivial	Improved layout of checkboxes to select stocks.
2025‑4-15	Data Quality	Trivial	Updated Equity Risk Premium for US.
2025‑4-11	Improvement	Major	Added validation on subcomponents of assets and equity (like Non-Current Assets, Goodwill & Intangibles, Shareholders' Equity, Non-Controlling Interest) testing if they are not larger than Total Assets. Example: Lightbridge / Stockholders' Equity, Non-Controlling Interest. Also had last balance sheet corrected by source. Update 4-12: Further refined validation that subcomponents of assets can't be negative. Improved validation of Goodwill & Intangibles. Refactored.
2025‑4-10	Data Quality	Minor	Use Non-Current Assets instead of Total Assets to compare Goodwill and Intangibles with. Examples: Cavotec, Elementis and NexTech AR Solutions.
2025‑4-10	Improvement	Major	Only derive quarter from year that is not extrapolated. Apply year-quarter consistency checking on previous quarter during extrapolation. Example: BAE Systems / R&D.
2025‑4-09	Data Quality	Trivial	0934.HK: Re-imported manually to get more recent data. Also updated by source.
2025‑4-09	Data Quality	Minor	3092.T: Had EPS corrected at source (adjusted for stock split).
2025‑4-08	Data Quality	Minor	8113.T: Had WASO and EPS corrected at source (adjusted for stock split).
2025‑4-08	Data Quality	Minor	ATO.PA: Had historical prices corrected (as good as possible).
2025‑4-07	Improvement	Minor	Calculate EPS if value from source is missing, but Net Profit is not. Made validation with Net Profit more strict. Example: 4980.T, also had WASO and EPS corrected at source.
2025‑4-05	Data Quality	Minor	Alibaba: Had last quarter CFO corrected at source.
2025‑4-03	Improvement	Minor	Only use earnings announcement from Earnings Announcements service if the earnings reporting date is after the earnings date. Also allow to move the most recent announcement back in time in order to correct dates. Example: Advenica. Also clean invalid most recent earnings announcement dates. example: Powersoft.
2025‑4-03	Data Quality	Minor	IWM (iShares Russell 2000 ETF) did not load due to misconfiguration.
2025‑4-03	Data Quality	Minor	Clean historical data on alternative German exchanges that can be wrong because of missing split. Example: MIZ.F.
2025‑4-03	Data Quality	Major	Detect and adjust number of shares if they seem not adjusted to recent split. Example: 8119.T, 6988.T. Also had number of shares corrected by source for 8119.T, 6988.T, 5542.T, 1662.T, 8075.T, 5464.T, 6331.T, 6258.T, 4112.T, 4972.T, 8022.T.
2025‑4-03	Bug fix	Major	Imports did not work anymore (since yesterday).
2025‑4-02	Improvement	Minor	Don't retry reimport of dividends is there are no dividends.
2025‑4-02	Improvement	Minor	Let the reimport button also import earnings announcement dates. Increased historical scan of earnings announcements from 70 to 400 days ago. Use Fundamentals/Earnings instead of Price service as second option to set earnings announcement dates. Use date from Fundamentals/Earnings service as most recent announcement date if it is more recent than the last historical date from the Earnings Announcements service. Example: Advenica.
2025‑4-01	Data Quality	Minor	Aris Mining: Had financial results corrected by source.
2025‑3-28	Improvement	Minor	Make checkboxes smaller on tablet.
2025‑3-27	Improvement	Minor	Put error icons in a specific column.
2025‑3-26	Improvement	Minor	Use specific icon in front stock of row making clear stock data is being imported from sources.
2025‑3-25	Bug fix	Minor	Fixed: Adding stocks to stock lists did not work if browser content is translated. Also improved the handling of the visibility of the buttons at result of stock selection. Also improved robustness by preventing NullPointerExceptions in the add to stock list update, ensuring safer handling. Also improved style of add/remove from stock lists buttons.
2025‑3-21	Improvement	Minor	Allow calculation of "Net PP&E" in context of calculating "Goodwill & Intangibles", only allow no alternative calculation of "Net PP&E".
2025‑3-20	Improvement	Minor	Don't allow "Net PP&E" to be greater than "Non-current Assets". Don't allow "Goodwill & Intangibles" to be negative. Also improved tooltip. Example: Teck Resources.
2025‑3-20	Data Quality	Minor	5326.KL: Had financial results added by source.
2025‑3-20	Data Quality	Minor	First Property Group: Had financial results for 2023 corrected at source.
2025‑3-20	Improvement	Trivial	Dark mode: Made buttons better visible. Increased font size of small buttons. Improved style of disabled button.
2025‑3-19	Data Quality	Minor	WiseTech Global: allow imported numbers to be in AUD.
2025‑3-19	Technical	Minor	Added retry logic for authentication via Google.
2025‑3-18	Security	Minor	Improved protection against DDOS attack.
2025‑3-18	Data Quality	Minor	Cleaned bad data for Raiz Inves.
2025‑3-18	Data Quality	Minor	Corrected WASO for KENVI.BO.
2025‑3-16	Improvement	Trivial	Remove ROIC as related to itself.
2025‑3-15	Bug fix	Major	Fixed: Recalculation of trailing values after import was not using added quarters. Also clear full cache before recalculation after import.
2025‑3-13	Cost	Trivial	Don't do unnecessary import of "Held by Insiders" and "Held by Institutions" for not-home listings.
2025‑3-13	Bug fix	Minor	Fixed: Impact of quarter updates was not handled well.
2025‑3-13	Bug fix	Trivial	Fixed: NPE in presentation of imported metrics. Example: CRH.
2025‑3-13	Improvement	Minor	Don't skip importing no-money metrics, like "Held by Insiders" and "Held by Institutions" in case of suspicious currency. Example: CRH.
2025‑3-13	Improvement	Minor	Allow 0 for "Held by Insiders" and "Held by Institutions".
2025‑3-13	Bug fix	Major	Fixed: Tangible Assets / recent calculation failed on server.
2025‑3-13	Improvement	Minor	Added extra validation on Goodwill & Intangibles. Examples: Cavotec and Koninklijke Heijmans.
2025‑3-13	Data Quality	Minor	Skip negative Goodwill. Example: PBF Energy and National Cinemedia. Other LT Assets. Example: Five Below. LT Investments. Example: Nexi .
2025‑3-12	Improvement	Minor	Tangible Assets: Use normal calculation if using 0 for missing "Goodwill & Intangibles" is realistic and bottom-up calculation is not. Examples: Yangarra Resources and Sylvania Platinum.
2025‑3-6	Improvement	Minor	Made check of Tangible Assets versus Current Assets and Net PP&E less strict. Example: CPH Group.
2025‑3-11	Data Quality	Minor	6323.T: Had EPS corrected at source.
2025‑3-6	Improvement	Minor	Made check of Tangible Assets versus Total Assets less strict. Example: Medifast. Also improved tooltip.
2025‑3-6	Data Quality	Trivial	LBW.W: Removed some WASO outliers.
2025‑3-6	Improvement	Major	Improved decision taking between EPS from source and calculated value. Examples: KAP.L and KAP.IL, also overruled currencies during import.
2025‑3-5	Improvement	Minor	Show data provider for imported metrics.
2025‑3-5	Data Quality	Trivial	GRR.AX: Removed some WASO outliers.
2025‑3-4	Bug fix	Minor	Fixed: news did not show anymore.
2025‑3-4	Data Quality	Minor	Halyk Bank: Had EBIT corrected at source. Corrected currency of EPS.
2025‑3-4	Improvement	Major	RORE improvement: Align period handling for multi year sum with multi-year difference. Also provide last year for fiscal year starting Q2. Example: Alibaba / RE change.5y sum.
2025‑2-27	Improvement	Minor	Stop extrapolating year value for R&D. Example: West African Resources / R&D.
2025‑2-26	Bug fix	Trivial	Avoid Concurrent Modification during generation of social media posts.
2025‑2-26	Improvement	Trivial	Changed label of "Days to Cover" to DaysDover.
2025‑2-26	Data Quality	Minor	Changed source for Short shares. Example: BWMX.
2025‑2-26	Bug fix	Critical	Fixed: several metrics showed blank since yesterday. Examples: FCF related metrics, RSST Accruals to Assets, Dividend Cushion ratio.
2025‑2-25	Improvement	Minor	5y est: Use zero growth if growth is missing. Example: Palladyne AI / Dividend paid.
2025‑2-25	Improvement	Minor	Stop extrapolating Preferred Stock. Example: Atomera.
2025‑2-25	Improvement	Minor	Added "Last import" date.
2025‑2-22	Bug fix	Minor	Fixed: Handling e-mail notification for subscription upgrade failed.
2025‑2-21	Improvement	Minor	Changed main year of "Number of analysts" to Forward and take the maximum value of the quarters. Example: Evolution AB.
2025‑2-21	Improvement	Minor	Let EPS revisions ratio use number of analysts for correct period. Update: corrected tooltip and hide source tab for EPS revisions ratio. Example: Evolution AB.
2025‑2-20	Bug fix	Minor	Update of financial results was not shown in stock list.
2025‑2-20	Data Quality	Minor	Don't allow Floating Stock to be larger than shares outstanding. Example: BABA.
2025‑2-20	Data Quality	Minor	Skip Q4 if larger than year value for financial results that should be positive. Example: Akzo Nobel / R&D.
2025‑2-20	Data Quality	Minor	Made check if last quarter is a full year value less strict. Example: Fabasoft / R&D.
2025‑2-19	Improvement	Minor	EBIT, EBITDA: use value from source if calculated value has components derived from history. Example: Arista Networks / EBITDA.
2025‑2-19	Improvement	Trivial	Corrected documented formula of "Total Debt/ Equity", "Net Debt/ Equity" and "Long-term Debt/ Equity": use "Shareholders' Equity" instead of "Shareholders' Equity and TS".
2025‑2-18	Bug fix	Critical	Fixed: Calculation of Uncle Stock score and Price target fetched incorrect values from cache. Also did a performance improvement.
2025‑2-18	Bug fix	Major	Adapted several scores as result of changed "EPS revision %".
2025‑2-18	Improvement	Minor	Provided "Held by Insiders" and "Held by Institutions" again. Example: AAPL.
2025‑2-18	Improvement	Minor	Changed service to import "Number of analysts".
2025‑2-18	Improvement	Critical	Changed formula of EPS revisions ratio to ("EPS revisions up" − "EPS revisions down") ÷ "Number of analysts". Present it as a percentage, also in predefined views. Fixed a bug in metrics combining time windows (EPS revisions) with moments (number of analysts). Fixed: rolling and forward EPS revisions did not use future quarters. Fixed: show Trailing value in yearly view, if searchable year is Rolling or Forward. Included the 30 days period of the revisions in the description.
2025‑2-17	Improvement	Minor	Changed name of "Short-Interest ratio" to "Days to Cover". Make both names available via lookup. Exposed it for search.
2025‑2-17	Data Quality	Trivial	Added again "Regional Airlines" industry.
2025‑2-16	Improvement	Minor	Provide "Short Percentage of Float" again. Example: AAPL.
2025‑2-14	Bug fix	Minor	Fixed: Growth rate did not use next year growth estimate from analysts.
2025‑2-13	Improvement	Major	Provide "Floating Stock" and "Float %" again. Example: PWS.MI. Also don't show future value of "Float %". Also be more flexible with retrieving "Number of Analysts". Also changed the presented dependency of the "Held by.." metrics to "Adj. C Shares".
2025‑2-12	Data Quality	Trivial	Reimported Computershare to get latest results.
2025‑2-12	Data Quality	Minor	TSM, BETS-B.ST: corrected EPS (currency).
2025‑2-11	Improvement	Minor	Added yearly timescale for interactive chart.
2025‑2-10	Improvement	Trivial	Corrected tooltip for "IV (hold 5 years)": used growth is OE'.15y rCAGR 67%.
2025‑2-7	Bug fix	Major	Fixed: Price and technical metrics were not build for start of quarter during first month of quarter.
2025‑2-7	Data Quality	Major	Detect and don't import full year reported in Q4 result. For FMP: compare with year value of all sources. Example: Alma Media, Heidelberg Materials and RWS Holdings / R&D.
2025‑2-6	Data Quality	Major	Detect full year reported in second half year result. Don't import Q4 in case of half-yearly reporting and year result is missing. Examples: Heidelberg Materials and RWS Holdings / R&D.
2025‑2-5	Data Quality	Major	Don't allow Goodwill, Intangibles or "Goodwill & Intangibles" to be larger than Total Assets. Try max of Goodwill and Intangibles if "Goodwill & Intangibles" larger than Total Assets. Examples: Auto Trader Group, CAR Group and Sonic Healthcare / Goodwill & Intangibles, .
2025‑2-4	Bug fix	Minor	Incorrect handling of 0 values when choosing between calculated value or value from source. Example: Sensirion Holding / Total Debt & Lease.
2025‑2-3	Improvement	Minor	Exposed for search: EBIT.diff 5y avg EBIT Margin.diff 5y avg EBIT Margin.diff 10y avg
2025‑1-30	Improvement	Minor	Don't retry import of Earnings announcements when not available.
2025‑1-30	Data Quality	Minor	Don't import negative Non-current Assets. Example: Stif France.
2025‑1-29	Improvement	Minor	Use quarter from source if previous year is year-quarter inconsistent, but calculation gives same result. Example: Artec Technologies.
2025‑1-29	Data Quality	Minor	Improved detection of outlier recent number of shares.
2025‑1-29	Data Quality	Minor	HHPD.L: Removed incorrect number of shares.
2025‑1-29	Data Quality	Minor	TSMN.MX: Applied ADR factor to number of shares.
2025‑1-24	Data Quality	Minor	ITAUCL.SN: had number of shares corrected at source.
2025‑1-24	Data Quality	Minor	HSBK.L: had number of shares corrected at source.
2025‑1-23	Improvement	Minor	Added some missing industries.
2025‑1-22	Improvement	Minor	Use the most recent historical earnings announcement date as the earnings announcement date if it occurred fewer days ago than the number of days remaining until the upcoming announcement date.
2025‑1-22	Improvement	Minor	Import historical earnings announcement even if future announcement date is missing and go further back in time. Example: Zinzino.
2025‑1-22	Improvement	Minor	Increased import frequency of earnings announcements.
2025‑1-22	Improvement	Trivial	Removed NEO exchange from exchange tree.
2025‑1-21	Data Quality	Minor	FOUR.L: Had financial results (currency) corrected at source.
2025‑1-21	Data Quality	Minor	NWG.L: Reloaded meta-data for get correct currency from source.
2025‑1-18	Data Quality	Minor	Added support for GRD currency.
2025‑1-18	Performance	Minor	Don't derive year from quarters to get year value to compare quarters with.
2025‑1-17	Performance	Critical	Exclude balance metrics from logic to derive quarter from year values. Example: Acroud.
2025‑1-17	Improvement	Minor	Provide isin code for all securities.
2025‑1-16	Improvement	Trivial	Make name column wide enough.
2025‑1-16	Improvement	Major	Take quote type from exchange listing. Example: NEWPLT.JO is ETF.
2025‑1-16	Data Quality	Minor	NCS.JO: Had historical price data corrected at source.
2025‑1-16	Bug fix	Major	Fixed: Johannesburg stocks were not loaded.
2025‑1-15	Improvement	Minor	if "Common stock issued" is missing, use "Common stock issued (repurchased)", if positive.
2025‑1-15	Improvement	Minor	Added alternative calculation for "Common stock issued (repurchased)": CFF − Net Borrowings − Dividend Paid.
2025‑1-15	Data Quality	Minor	Colefax Group: Removed incorrect C Stock Issued.
2025‑1-15	Improvement	Minor	Import Tangible Assets from source for US markets.
2025‑1-14	Improvement	Major	Use zero value (fuzziness: Unsure) for Goodwill & Intangibles if missing. Tangible Assets: Improved condition to decide alternative calculation and alternative bottom-up calculation of Tangible Assets. Example: Mandalay Resources / Tangible Assets.
2025‑1-14	Data Quality	Minor	BEW.V: Had price history corrected at source.
2025‑1-14	Data Quality	Minor	Bewhere Holdings: Overruled quality checks for import of Net PP&E.
2025‑1-13	Data Quality	Minor	Autocorrect incorrect price data from source mixing up dollars and pounds. Example: LSC.L. Also had the price corrected at source.
2025‑1-12	Bug fix	Critical	Recuperate existing company if security not found in exchange service (delisting).
2025‑1-12	Improvement	Minor	Only remove existing data after import if new import gives enough data.
2025‑1-11	Data Quality	Minor	Blacklisted the following stocks from backtest: IBCIQ, BBG, MG.ST, JEG, MLLS, BTBT, SCR.TO and IEC.
2025‑1-11	Improvement	Minor	If fiscal year value is missing, allow to use calculated quarter values to derive year value.
2025‑1-11	Bug fix	Minor	Fixed: In case of recursive calculation, defaulting to zero for the operation argument could cause incorrect zero values. Example: Colefax Group / C Stock issued.
2025‑1-8	Improvement	Minor	Allow to use calculated Gross Profit for check if OpEx equals Gross Profit. Examples: Avante Corp and Auxly Cannabis.
2025‑1-8	Data Quality	Minor	Corrected historical price data for MLBAT.PA
2025‑1-7	Improvement	Trivial	Don't provide Depreciation and "Depreciation and Amortization" after last reporting period. Example: Moberg Pharma.
2025‑1-7	Improvement	Minor	Provide tooltip if Days metric is skipped because it is based on revenue that is not meaningfully. Also don't provide it after last reporting period. Example: Moberg Pharma / DSO.
2025‑1-7	Data Quality	Minor	TEN: Cleaned WASO and Adj. C Shares.
2025‑1-7	Data Quality	Trivial	GRR.AX: Cleaned WASO.
2025‑1-4	Data Quality	Minor	Updated Equity Risk Premiums.
2025‑1-2	Improvement	Minor	Calculate ST Investments if missing (must be >= 0). Examples: Total Telcom, Mandalay Resources, Biosyent, Grange Resources.
2025‑1-2	Stability	Minor	Advise to use Edge or Safari browser on Mac. Show more depth in metric tree on Mac/Edge.

Open Archive 2024.