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Latest changes

July 18, 2024

New features

  • KPI Analyzer: In the Mappings view, it is now possible to copy existing KPI mappings from the company's other KPIs. This is useful when adding new KPIs that vendor that has not been mapped to.
  • Signal Explorer: FactSet and Visible Alpha KPIs can now be searched and added as signals. When clicking Add under Signals, FactSet and Visible Alpha now appear as 2 new tabs next to the Library.

Improvements

  • KPI search: Visible Alpha line items can now be searched by line item number.
  • Sharing: When sharing models, it is possible to view the users of the groups that you are sharing with.

July 8, 2024

Improvements

  • DSL: Renamed parameter statistic_type_name to statistic for DSL signals fs_consensus, fs_metric, fs_revisions, va_consensus, va_metric, and va_revisions.
  • DSL: Added statistic types up (number of broker estimates revised upwards) and down (number of broker estimates revised downwards) to DSL signals fs_consensus andfs_revisions.

Bug fixes

  • DSL: Statistic types max and min are now supported for DSL signals fs_consensus, fs_metric, and fs_revisions.

Deprecations

  • DSL: Parameter statistic_type_name for DSL signals fs_consensus, fs_metric, fs_revisions, va_consensus, va_metric, and fs_revisions will be removed after 2024-07-31.
  • DSL: Statistic types high and low for DSL signals fs_consensus, fs_metric, and fs_revisions will be removed after 2024-07-31.

July 4, 2024

New features

  • Import jobs: Support key-pair authentication for Snowflake.
  • Dashboards: Child rows in tables can now be defined by selecting a child entity type. This allows for tables that have companies at the top (parent) level, with child rows representing merchants/apps/etc that are owned by each company.
  • KPI Analyzer: New option to "Automatically select KPI mappings" when testing a new custom model. This allows users to create their own "Auto" models with different model types.

Improvements

  • KPI Analyzer: The Delta/Error column has been renamed to "Conviction", with a graphical bar indicator for the model's level of conviction in a predicted beat / miss.
  • KPI Analyzer: Models can now be shared directly from the monitoring view.
  • KPI Analyzer: Table columns have been compacted to display more data in overviews.
  • KPI Analyzer: Optimized retrieving data for faster display.
  • KPI Analyzer: Removed the floating toolbar with links to mappings and models, as it was commonly obscuring the prediction columns.
  • Data Explorer: Automatically expand the first company in each data set to streamline data exploration.

Bug fixes

  • KPI Analyzer: Fixed an issue where not all columns were updated when selecting another period.
  • KPI Analyzer: Fixed non-subscribed vendor mappings not scrolling correctly on smaller screens.

July 1, 2024

Python SDK

June 20, 2024

New features

  • KPI Mapper: Support mapping to KPI proxies that are pre-calculated predictions.

Improvements

  • Company pages: Disabled refresh on tab focus to avoid losing selected time series in Data Explorer, and unsaved models or mappings in KPI Analyzer.
  • KPI Analyzer: Changed hit rate display to a ratio showing the number of "calls" (beat/miss) made, and the number of times a correct beat/miss call was made.
  • KPI Analyzer: Added descriptions of model types when training a custom model.

Bug fixes

  • KPI Analyzer: Fixed an issue where the KPI button could show a different KPI than the one actually picked when creating new KPI mappings.
  • Chart: Fixed an issue where a line could be missing from charts when copying or downloading if a custom color was not set.

June 13, 2024

New features

Improvements

  • KPI Analyzer: Added heatmap to columns "Final error", "Final hit rate", and "Predictions".
  • KPI Analyzer: Added tooltips to column headers with explanations of the column data.
  • Library: Added searching for alerts.
  • Library: Show KPI and company for KPI models, and change the Open link to open the model in KPI Analyzer.
  • Landing page: Persist selected watchlists/companies in the KPI Analyzer widget, and filter alerts for the same selection.

Bug fixes

  • KPI Analyzer: Fixed missing delete action for shared models where user has write-access.
  • DSL: Fixed an issue in combine_predictions where the calculated weights was wrong when the predictors had the same name.

June 6, 2024

New features

  • Landing page: The landing page has been revamped to include
    • KPI predictions
    • List of accessible dashboards
    • List of accessible data sets
    • Alerts feed
  • KPI Analyzer: It is now possible to share KPI models
  • KPI Analyzer: Added new column Delta/Error
  • KPI Analyzer: Added support for modelling types ARD Regression, Elastic Net, Elastic Net CV, Huber Regression, Linear Regression, and Ratio Prediction ML to custom KPI models.
  • KPI Mapper: Models will automatically be calculated as ratio models if the KPI timeseries is a ratio.
  • Model Builder: Added support for Ratio Prediction ML models.

Bug fixes

  • KPI Analyzer: Made sure that the first value for outside column filters are lower than the second value.

Python SDK

May 30, 2024

New features

  • Alerts: Alerts are now available in the user's personal folder in the library, and can be shared with other users by moving to a shared folder, or by sharing your personal folder.

May 28, 2024

Improvements

Python SDK

May 21, 2024

Improvements

  • KPI Analyzer: Backtest revisions are now plotted for the selected period in the revisions chart.
  • KPI Mapper: The results view can now be filtered and sorted on model accuracy, correlation, MAE and p-value.
  • Library: New and improved dialogs for creating, editing and sharing folders, and moving items between folders.

Bug fixes

  • Alpha Tester: Fixed an issue where some browser would not load more than 25 alpha tests when scrolling.
  • Signal Explorer: Disabled download button when only viewing non-exportable data, instead of giving a non-descriptive error message.
  • Signal Explorer/Library: Avoid overwriting signal expression when editing a signal in the Library view.