Changelog
v4.3.3
2024-11-14
Add Common Size to Segment Tables
v4.3.2
2024-11-07
Add Common Size to Balance Sheet, Cash Flow, & Income Statement
v4.3.1
2024-10-22
Resources pages
Global Insider Trades
Stock Lists
v4.3
2024-10-03
Dashboard Upgrades
Cash Positions
Total Position
Multiple Currencies Supported
Other
Persisting Options in Financials & Charting
Bug Fixes
v4.2
2024-09-30
Major Improvements in Speed on Company Pages & Dashboard
v4.1.2
2024-09-20
Ability to Add Secondary Listings to Dashboards
v4.1.1
2024-09-16
Switch UI for Financials Navigation from Dropdown back to Pills
Minor UI Improvements
v4.1.0
2024-09-10
ETFs in Dashboard
Bug Fixes/Improvements for V4 Upgrade
v4.0
2024-09-04
Improved UI/UX Update
To accommodate FinChat's growing feature set, we have redesigned many components across the entire application that will help us scale while keeping the user interface efficient and approachable without losing any powerful functionality.
We understand there may be some changes that you are not familiar with, but the core of the UI remains true and we believe you will appreciate design decisions after becoming more familiar with the new interface. Plus, a new fresh coat of paint is nice on the eyes.
With these changes, FinChat on your mobile phone is finally now both approachable and powerful.
Added Company Overview Page in Analysis
Improved Charting in Analysis
v3.13
2024-08-07
News in Copilot
v3.12
2024-07-29
Copilot Now Applies Markdown to Tables & Formulas
v3.11
2024-07-25
Selected Metrics Table in Company Analysis
v3.10
2024-07-15
Copilot API
Copilot Embed - AI Generated Company Sample Prompts
Copilot Scores 91% Accuracy in FinanceBench vs. 31% for GPT-4o (w/ Internet Access)
v3.9
2024-07-08
Global Company Insider Ownership
Global Company Insider Trades
Global Company Fund Ownership
Mutual Funds
v3.8
2024-06-28
Exchange Traded Funds (ETFs)
v3.7
2024-06-12
Company Events & Investment Conferences in Copilot
Copilot Auto Scrolls as Message is Typed
Toggle Between Event Types in Investor Relations
Export Investor Relations Transcripts
Bug Fixes
v3.6
2024-06-10
Support Custom Structured & Unstructured Datasets for Embedded Copilot
v3.5
2024-06-05
Sell Side Conferences in Investor Relations Tab
Copilot Screening by Sector
v3.4
2024-05-28
Company Reports & Press Releases in Copilot
Legend Toggles for Min, Max, Average, & Median Charting Lines
Recent Searches in Search
SEO Improvements
v3.3
2024-05-14
Notifications for Investor Relations Reports, Slide Decks, & Transcripts
Improved Timeliness of Notifications
Earnings Call Card in Copilot
AI Generated Company Sample Prompts
Improved Retrieval Prompts
Improved Speed
v3.2
2024-05-09
FinChat Notepad
v3.1
2024-05-06
AI Improvements
Sourcing Back for Transcripts & Filings
Improved Summaries
Improved Speed
Segment Breakdowns for Revenue, Gross Profit, Operating Profit, Net Income, CapEx, & More
Improved UX/UI
Reworked Sample Prompts
Other
Last Data Point Label on Daily Charts
Various Small Bug Patches
v3.0
2024-04-23
Major AI Improvements
Improved Summaries
Formatting Summaries for Better Readability
Reads Entire Transcripts & Filings in Real-Time
Perfect Recall with an Extended Context Window
Handles Complex Prompts by Pulling from Multiple Sources Simultaneously
Handles Comparisons & Questions on Multiple Companies
Loading Animations
New Charting Features
Improved Export
Export on Every Chart
Improved UX/UI
Improved Performance
Brand Kit Improvements
FinChat Enterprise
Embed now Pre-loaded with Base Financial Data
Other
Fix Brand Kit
Minor Mobile UI Improvements
Various Small Bug Patches
v2.2.1
2024-04-15
32 New Growth Metrics (1 Yr, 3 Yr, 5 Yr, & 10 Yr) Added to Screener & Dashboard
v2.2.0
2024-03-28
AI Screener Improvements
Improved Speed & Quality
Improved Filters with Access to 600+ Financial Line Items & Ratios
Supports Sorting (e.g., Highest Dividend Yield)
Better Refinement with Improved History Retention & Follow Up Suggestions
v2.1.8
2024-03-25
AI Chat Improved Quality & Speed
AI Chat Foreign Language Improvements
Audio Player Bug Fixes
v2.1.7
2024-03-21
Earnings Player in Company Header
Earnings Page Speed Improved
v2.1.6
2024-03-14
Control Number of Screener Results
Pro Users Can Add 250 Stocks to Dashboard
v2.1.5
2024-03-14
Auto Generated Transcripts for Company Events
v2.1.4
2024-03-11
Estimates Revision Trends
Price Target Revisions
v2.1.3
2024-03-05
Company Analysis Page
Analyst Estimates in Financials
Stack Bar Charts
Toggle Separate Y-Axes
Add Company to Dashboard Button
Total % Change in Legend
Company Header Redesign
Audio Player Persists Throughout App
Text Align Options on Transcripts
Bug Fixes
v2.1.2
2024-03-02
Pre Market & After Hours Prices in Dashboard & Company Analysis
PEG Ratio in Dashboard, Screener, & Company Analysis
v2.1.1
2024-02-23
Dashboard & Screener Metrics Expansion
Margins & Return Ratios 3Y, 5Y, & 10Y Averages
Earnings Date
Portfolio Industry Breakdown Pie Chart
v2.1
2024-02-22
Earning Call Transcripts & Company Events Available Immediately After Conclusion
Earnings Call Audio Player
Investor Relations Slide Decks
Investor Relations Reports
v2.0.5
2024-02-16
Duplicate Tabs Feature in Dashboard, Charting, Screener, & Financial Modelling
Real-Time Prices in Dashboard
v2.0.4
2024-01-25
Earnings Calendar Improvements
Improved Date Accuracy
Improved Coverage
Added Time of Day
v2.0.3
2024-01-24
Financial Health Ratios on Company Fundamentals Card
Bug Fixes
v2.0.2
2024-01-20
Launch of FinChat Enterprise
PDF Upload Limits Raised to 10,000 Pages per Day
v2.0.1
2023-12-08
Fundamental Charting Improvements
Timeline Drag
% Chg. Toggle
CAGR in Legend
Fiscal Dates in Chart Tooltip
Index Datasets to 0%
Stack Bar Charts
Toggle Separate Y-Axes
3Yr Forward Valuation Ratios in Table
Bug Fixes
v2.0
2023-11-29
Merge with Stratosphere.io
Data on 100,000+ Public Companies Globally
Added Terminal Interface
Dark & Light Mode Toggle
UI/UX Improvements
Dashboard
Portfolio Statistics
Portfolio Notifications
Customized Charting
Customized Comparisons
Customized Screening
Filings Viewer
Ownership Data
Dividend Data
Earnings Calendar
Hedge Fund Letters
Super Investors
Combined Segments, KPIs, Financials & Ratios
v1.6.1
2023-11-13
Improved Summaries
Improved Speed
v1.6
2023-09-21
Upload Custom Datasets - PDFs (Plus Users)
v1.5.4
2023-09-19
Share Chat Links
v1.5.3
2023-08-25
Improved Summaries for General Questions
Improved Follow-up Suggestions
Improved Speed
v1.5.2
2023-07-21
Build Custom DCF Models
Improved Speed
Improved Relevance of Data Sources Surfaced
3Y Forward Valuation Ratios
v1.5.1
2023-07-18
Forward & Trailing Valuation Ratios Daily
Market Cap & Enterprise Value Daily
Build Custom Industry Peers Comparisons
v1.5
2023-07-13
Data on 50,000+ Public Companies Globally
Analyst Buy/Sell/Hold Consensus Ratings
Analyst Estimates for 25+ Metrics
200+ Financial Metrics
Build Custom Screens Through Text Prompts
Improved Speed
Improved AI powered Summaries
v1.4.4
2023-06-11
Improved Speed
v1.4.3
2023-06-08
API Launch
Launch Generative AI Inside of Your Financial Application
v1.4.2
2023-05-26
Follow-up Suggestions
Prompt Examples
v1.4.1
2023-05-22
Improved Summaries
Bookmark Chats
Delete Multiple Chats
v1.4
2023-05-18
Screen for 40K+ companies (Plus Users)
Improved Fully Conversational with GPT-4
Improved Charts
v1.3.2
2023-05-012
Gross Profit, Operating Profit, Net Income & CapEx Segments Breakdowns
Stacked & Grouped Bar Graphs for Segments
v1.3.1
2023-05-05
U.S. Macroeconomic Indicators
ETF Holdings
Country, Sector & Industry Breakdowns for Investors & ETFs
Analyst Price Targets
Currency Conversion Toggle
UI Improvements
v1.3
2023-05-01
Fully Conversational (Rolled Out to Plus Users First)
Regenerate Response Option
Stop Generating Option
Flag Helpful/Unhelpful Responses
Improved Summaries
UI Improvements
v1.2
2023-04-26
Analyst Estimates
Stock Prices
Revenue Segments Visualizations
Graphs for Financials, Ratios, Segments & KPIs
Company Major Shareholders
Data Updating Faster
Improved Speed
Better Summaries
v1.1
2023-04-20
750 Companies
Segments & KPIs
Financials & Ratios
Earnings Call Transcripts
Annual & Quarterly Reports
Trained on Curated Hedge Fund Letters & Investing Classics
13F Superinvestor Holdings
10 prompts for Free, 50 prompts for $20/mo on Plus Plan