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April 25, 2024

New features

  • KPI Analyzer: Added support for starring KPI mappings, in order to mark which KPIs you care most about, and a filter to view only starred KPI mappings. Starred mappings are sorted first in the KPI Analyzer.
  • KPI Analyzer: In the multi-company KPI Analyzer, added support for sorting and filtering KPIs by report date, prediction delta vs consensus, estimated error, and estimated hit rate. Also added filtering for only FactSet / Visible Alpha KPIs, or for specific KPIs.
  • KPI Analyzer: For each company-KPI, we now designate a primary model. By default, this will be your first custom model (in alphabetical order). You may change the primary model by selecting it from the dropdown next to the KPI in the KPI Analyzer monitoring view. The primary model is always used for sorting and filtering in the KPI Analyzer.

Improvements

  • KPI Analyzer: It is now possible to delete company-specific KPI mappings from the KPI Analyzer Mappings view.
  • KPI Analyzer: Display consensus estimated error, calculated on a like-for-like basis as each model.
  • KPI Analyzer: If an error occured while processing a KPI mapping, the error message is now available in the Mappings view as a tooltip in the "Final error" column.
  • Charts: Format tooltip with %/% pt/bps if the corresponding y-axis is formatted with these units.

Bug fixes

  • Import jobs: It is now possible to clear the alert email field.