Changelog
v3.0
2024-04-24
Fix Brand Kit
Minor Mobile UI Improvements
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
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