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November 11, 2023

New features

  • KPI Analyzer: Added a chart widget to display quarterly predictions, overlaid over actual & consensus.
  • KPI Analyzer: Added a chart widget in the Mapping view to display the proxy signal for selected KPI mappings.
  • KPI Analyzer: Auto models, which are automatically run on all your available KPI mappings, are now persisted in the background so that they load faster when viewing the same company & KPI again. This will also allow for tracking revisions to the Auto model's predictions (coming soon).
  • KPI Mapper: Added a new section for company-specific KPI mappings, which allow for easier browsing and creation of company-specific mappings.

Improvements

  • Signal Explorer: It is now possible to export cross-sectional aggregations.
  • Dashboards: Increased the maximum number of widget groups to 10.
  • Drill-downs: When creating public sharing links, the default expiry is now extended to 180 days.
  • Prediction models: Skip some checks before the Run model button is enabled, making it faster to run models from the user interface. We recommend using the Validate button instead to check your model settings and inputs.
  • Portfolio Strategies: Increased the maximum number of displayed backtests to 1000.
  • Screener: Moved the menu item from the "Data" menu to the "Strategies" menu.