Changelog

  • v4.3.5

    2024-12-09

    • Improved Price Charts/Daily Charts

  • v4.3.4

    2024-12-05

    • Add 3Y CAGR and Actual vs Estimates to Dashboard and Screener

  • 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