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Changelog · What we’ve shipped

Product changelog.

Every new feature, improvement and fix that has shaped the terminal — newest first. This is a tool that is actively built, and this page is the honest record of it.

v2.4

The company page rebuilt as five tabs, opening with your own thesis.

New

The company page is five tabs

Summary, Financials, Valuation, Quality and News are now five pages under one address each, so a tab can be bookmarked and shared. The company name, price and day change stay pinned above the tabs as you scroll, and the ten-year statements moved off the summary whole, onto a Financials tab of their own.

Improved

Summary opens with your thesis

The summary is six full-width bands in one order: your thesis, the price, the key metrics, the quality score, the intrinsic value and the latest five headlines. The quality and valuation cards are a summary of their tab, not a second copy of it, and each carries one link into the tab it stands for.

New

Twenty-one key metrics in one band

Valuation, growth and returns, balance and risk — seven figures each, every one with a sentence explaining what it measures and, where an article exists, a link into the glossary. A change is a coloured chip, a figure we do not have is a dash, never a zero.

Improved

The price card leads with the return it draws

The return over the selected window is the largest number on the card, above the curve, with the annualised rate beside it. The rate is shown only where it means something: not for a day or a week, and not for a company whose history is shorter than a year.

New

The DCF calculator on the company page

The Valuation tab is the full DCF calculator on the company you are looking at — editable assumptions, the five-year forecast and saved scenarios — instead of a link out to the standalone tool. Opening it costs a free account nothing against the daily company count, because the summary has already run this company once.

New

Add a company to a watchlist from its page

A star beside the company name opens the same form the watchlist screen uses, with the company already filled in: choose which list it goes to, set an intrinsic value or a target yield, and write the thesis in the same step.

Improved

A delisted company says so, once

A company that no longer trades gets one statement in place of the tabs — that it is no longer trading, and that only its last recorded price is kept — instead of five tabs asking for metrics, scores and news that no longer exist.

Improved

The first refused company of the day is a dialog

The free plan runs the DCF on three companies a day, and the calculator already says so beside the counter. The first time in a day a fourth is refused, it now says so in a dialog as well, once, rather than looking like a failed request.

Fixed

A company page no longer shows the previous company after Back

Opening a delisted ticker, then a live one, then pressing Back left the previous company’s name and sector in the header. Each ticker now starts from nothing.

v2.3

Connect a broker, sign in with Google, and news sorted by what it is.

New

Connected broker accounts

Ultimate accounts can connect Trading 212 or Interactive Brokers and have transactions arrive by themselves. You issue a read-only key and can revoke it at any time; it is stored encrypted, never shown again, and deleted the moment you disconnect. No order is ever placed. The first sync walks your history a year at a time and reports how far back it has read while it runs. What we store and why is on the security page.

New

Continue with Google

Sign in or register with a Google account. An address that already has a verified account is linked to it rather than duplicated, and a password can be set later in settings. The 18+ checkbox is gone: continuing is the agreement, and the age requirement is a clause of the Terms.

Improved

The import wizard recognises broker exports

A statement the wizard knows goes straight to review under a “Detected” badge, and deposits, withdrawals and currency conversions are set aside as their own group with the broker’s own wording instead of a screen of red errors. A broker you chose by hand that does not fit the file is told apart in one sentence on the Columns step. How the portfolio tracker is used is in the help centre.

New

News split into Headlines, Reports and Insiders

The news screen has three tabs, because a wire headline, an earnings report and a Form 4 are three different readings. Both the tab and whose companies it shows live in the address, so the back button walks through what you actually looked at. Each tab pages on its own.

New

A Reports tab in two tenses

Coming up: earnings dates and ex-dividend dates for the companies you hold or watch, each with a countdown. Published: reported quarters with the consensus estimate, the actual figure and the surprise between them, beside the filings of the same day. The Earnings calendar on the Tools screen now leads here.

Improved

Quality Score, pillar by pillar

The in-app Quality Score draws its five pillars as five full-width bands, each with a 0–10 score strip beside its metric rows. A metric the score could not use is named under the rows rather than left out.

Improved

Charts carry a labelled value axis

Price and performance charts now draw their grid on round values with the figure printed beside each line, instead of five lines spaced by pixels. The portfolio value chart states how much the value moved over the period in your currency rather than as a percentage, which on a portfolio built up by deposits said more about the first deposit than about the positions.

Improved

Headlines carry the publisher’s picture

A headline shows the thumbnail its publisher sent. Press releases, filings and insider trades have none and are drawn without a placeholder.

New

The search box remembers your recent companies

The last six companies you picked from the search box are offered when it opens, per account and on this device only.

Improved

Yearly billing says what you save

Paid yearly, Ultimate costs $6.67 a month instead of $8.99, and the pricing card now says so in money — $27.89 a year — rather than leaving you to work out what a percentage buys.

Improved

A withdrawal within 14 days is refunded in full

Cancel an Ultimate subscription within 14 days of paying and the whole price comes back, whatever you used in between. The Terms say so, and nothing at checkout asks you to waive it.

Improved

The hypothesis log fits beside the chart

The dashboard card shows six rows next to the performance chart instead of stretching to the length of the whole watchlist; its title opens the full list.

Fixed

Escape closes the topmost dialog

Every dialog closes on Escape, and only the topmost layer hears the key: with the calendar open on a form, the first press closes the calendar and the next one the form. A dialog with a request in flight keeps it.

Fixed

Popups are no longer clipped by the box they open in

The date picker on the transaction form was sliced in half and grew the form a scrollbar; the menu on a one-line journal entry lost its Delete action under the card’s edge. Both now open over the page.

Fixed

Margin of safety says what it accepts

The field takes whole percents from 0 to 99, and the three places that write it now say so instead of answering “Failed to save”.

v2.2

News, filings and insider trades — wherever the terminal already knows your companies.

New

News, filings and insider trades

Headlines, press releases, SEC filings and Form 4 insider trades now sit on the company page, across every ticker of a watchlist, and on a screen of their own with two views: everything the market published, and only the companies you hold or watch.

New

One timeline on the dashboard

What has already happened to your holdings and what is coming for them — earnings dates and ex-dividend dates, each with a countdown — are now one block in two halves instead of three cards that had to be read together.

New

Why it moved that day

Events are marked directly on the price chart: colour says what kind of event it was, size says how many landed on that point. The chart also states how far back the stored events go, so a quiet stretch of curve is never mistaken for a quiet quarter.

New

A thesis knows how much has happened since you last looked

Every thesis in the journal now carries a count of the events published since you last reaffirmed it, next to its review date. Opening it shows only the news that arrived after that moment.

New

A weekly digest by email

Ultimate accounts can have the week for their holdings sent out on Monday morning. It is off until you switch it on, and the link in the envelope unsubscribes you in one click without signing in.

Improved

The digest explains its own order

On Ultimate the dashboard digest is ordered by how much an event is likely to matter — the kind of event, the weight of the position and the size of the move that day — and every row carries the sentence that explains its place. The free plan gets the same digest in plain reverse-chronological order.

Improved

Every feed says when it was last checked

News is fetched on a schedule rather than live, so each feed prints the time it was last refreshed — including an empty one, because “nothing published” and “nothing published as of three hours ago” are different claims.

Improved

The data vendor is credited where the data is shown

Market data is provided by Twelve Data, and the footer of every page now says so.

v2.1

Your reasoning kept per company, a guided way in, and the whole return history on one page.

New

The journal became a screen of its own

The investment journal is now a screen of the account rather than a tab inside one portfolio, with filters for the portfolio, watchlist or company an entry belongs to.

New

One thesis per company

A thesis now hangs on the company rather than on the portfolio it was written in. Buy the same name in a second portfolio and your reasoning follows it instead of being written twice.

Improved

Watchlist notes became theses

The free-text note on a watchlist row has been moved into the journal, so it now has a review date and a key phrase instead of living in a field nothing ever asked you about again. Existing notes were carried over.

New

Your thesis on the company page and in your holdings

The company page shows the thesis you wrote for it, and each row of a portfolio prints its key phrase — so the reason you own something is visible where you look at what it is doing.

Improved

Reaffirming a thesis is its own action

Confirming that a thesis still holds no longer means reopening and re-saving it, and a review date can be cleared as well as set.

New

A guided start

A getting-started checklist tracks what your account actually has rather than which screens you have opened, and a six-chapter walkthrough highlights the controls it talks about. It starts itself once after registration and can be reopened, or dismissed for good, at any point.

New

Return history

Portfolio analytics gained a page for the whole history: monthly, quarterly and annual returns, consistency tiles, the full heatmap, and how those returns are distributed across the calendar. The board keeps the last eight years and links to the rest.

Improved

Comparing with SPY draws the benchmark instead of replacing your series

The benchmark is now a layer over your own returns rather than a third position of the same switch, so it is always clear whether a green bar means you made money or beat the market. Alpha is reported in percent, and the analytics grids answer a hover instantly instead of waiting for the browser tooltip.

Fixed

A broken CSV says what is wrong

A malformed import file is now reported as a bad file, row by row, instead of failing as a server error.

v2.0

A free plan you can stay on, sample data to try it on, and quality scores anyone can read.

New

A free plan

The terminal no longer stops working when a trial runs out. The free plan limits how much you can keep, not which tools you get: 1 portfolio of up to 10 positions, 1 watchlist of 5 tickers, 5 journal entries, 3 companies a day in the DCF calculator, the top 20 screener matches and 5 years of price history. Quality Score and company comparisons stay open in full.

New

Try it on a sample portfolio

An empty dashboard can now fill itself with a realistic sample portfolio in one click, so you can see what every screen does before typing in a single trade of your own. It is marked as sample everywhere it appears, counts against no limit, and is removed with one click when you are done.

New

Quality Score, in public

A page per company scoring profitability, balance sheet strength, cash generation and growth consistency out of ten — readable without an account, on Quality Score. How the score is built is explained in the help centre.

Improved

See the analytics before you pay for them

Portfolio analytics is an Ultimate feature, but the free plan now opens the full report on a sample portfolio instead of a locked screen — the same charts, tiles and tables, clearly labelled as sample data.

Improved

Limits shown before the work, not after it

Watchlists, portfolio positions, journal entries, the DCF calculator and the screener now show how much of your plan you have used — “3 / 5 tickers” — and say what the ceiling is up front, so a filled-in form is never thrown away by a refusal.

Fixed

A lapsed subscription no longer locks the app

A subscription that ends, or a renewal that fails, now drops you onto the free plan with everything you have recorded still there and still readable. Previously it replaced the whole app with a payment wall.

Improved

“Preparing data” instead of “not found”

The first person to open a company nobody has researched yet used to see a not-found page while the data was still being fetched. It now says the data is being prepared and fills itself in as it arrives, with no need to reload.

Improved

Rename a watchlist without leaving the table

Each row in Watchlists carries its own menu, and the name and margin of safety are edited together in one dialog.

Fixed

Factor exposures admit what they cannot measure

A factor that could only be computed from part of your holdings now says so, and one that could not be computed at all shows a dash instead of a middle-of-the-market number that looked like an answer.

v1.9

Bring your history in, hold it in your own currency, and take all of it back out.

New

Import transactions from a CSV

Upload an export from your broker and the wizard detects the columns and date format, flags duplicates and impossible sells, and lets you correct rows before anything is written. Rows it cannot accept are reported one by one instead of failing the whole file.

New

Portfolios in your own currency

Pick a base currency when you create a portfolio, change it later from the manage screen, and record a trade in whatever currency it settled in. Holdings, the summary, the performance chart and analytics are all converted to the portfolio base, using the rate on the day of each trade.

New

Dividends, fees and interest

Cash flows that are not trades can now be recorded as such — by hand or through the CSV import — and they are counted properly in money-weighted and time-weighted returns on Portfolio analytics.

New

Download everything we hold about you

One button in Settings exports your account: portfolios with their positions, transactions and journal, your watchlists, saved DCF scenarios, saved screens and sessions. The rights behind it are set out in the privacy policy.

Improved

Thirty days to change your mind about deleting your account

Deleting an account now starts a grace window instead of erasing it on the spot. Sign in again within it and the account comes back exactly as it was; after it, the data is erased for good.

New

Privacy policy, subprocessors and an analytics opt-out

Published in full: what we collect and why, on Privacy, and every third party that touches your data, on Subprocessors. Product analytics can be switched off in Settings, and the choice belongs to your account rather than to one browser.

Improved

Long watchlists load a page at a time

A watchlist with a lot of names now loads in pages rather than all at once, while the cards at the top keep describing the whole list.

v1.8

Numbers that arrive with the context needed to read them.

New

Intrinsic value on the company page

Every company page now carries a live intrinsic-value card built from a five-year cash-flow projection, with one click through to the full DCF calculator with the ticker already loaded.

Improved

Headline analytics numbers with reference bands

CAGR, Sharpe, drawdown and the rest now sit on a scale that shows what counts as weak, normal or strong, each with an explanation and a link to its glossary entry — see Portfolio analytics.

New

Portfolio metrics in the glossary

Seven new entries covering the numbers on the analytics screen — CAGR, Sharpe, Sortino, maximum drawdown, alpha, tracking error and win rate — in the glossary, each with its formula in plain language.

New

Target yield in watchlists

Alongside the margin-of-safety price, a name can now be watched for the yield you want to buy it at, and Watchlists says which of the two — or both — is what flagged it.

Improved

P/E against its own ten-year average

The buy-zone view now shows what a company is valued at today next to what it has typically been valued at over the last decade, rather than leaving the multiple without a reference point.

Improved

Billing changes say when they take effect

Moving to yearly happens immediately, with the unused part of the month credited; moving back to monthly is scheduled for the end of the period you have already paid for. The screen now names which of the two is happening and the date it applies, with a way to cancel a scheduled switch.

v1.7

Compare two companies — and correct a trade you entered wrong.

New

Compare two companies side by side

Growth, profitability, dividends, performance and valuation for two companies at once, including how their multiples have moved year by year — see Compare stocks.

New

Edit and delete transactions

A trade entered with the wrong price, date or quantity can now be corrected or removed, and the position is rebuilt from the remaining history rather than patched.

Improved

A DCF calculator you can use without a finance degree

The DCF calculator now opens on three sliders phrased as questions and a verdict in plain language, with the projection, waterfall, sensitivity table and saved scenarios a click away instead of in your face.

Improved

More key metrics on the company page

Market capitalisation, forward P/E and EPS, short interest and the 52-week range with the current price marked on it, alongside the metrics that were already there.

New

Delisted companies are flagged

A company that no longer trades is marked as such on its page and in search results, and cannot be added to a portfolio or a watchlist by mistake. It stays readable — the history does not disappear.

Improved

Chart dates that line up with the calendar

Every chart now labels its axis on real month and year boundaries, adapted to the range you are looking at, instead of at evenly spaced points that landed mid-month.

v1.6

Company transparency: who we are, how we model, and how we treat your data.

New

Security page

A plain-language account of how your data is protected — TLS in transit, HTTP-only sessions, salted password hashing, and how little we deliberately store. Read it on Security.

New

Methodology page

The assumptions behind our DCF model, where market and fundamental data comes from, and the honest limits of both, on Methodology.

New

About page

Why we built an independent, subscriber-funded research terminal — the story, the values, and who stands behind it, on About.

Improved

Expanded the glossary

Added market and risk terms — Market Cap, Beta and more — to the glossary, each with its formula in plain language.

v1.5

A wave of learning and comparison content to research with more context.

New

Financial glossary

A growing glossary of the metrics the terminal uses — valuation, profitability, leverage and dividend terms — defined plainly, with the formulas behind them.

New

Blog

Long-form pieces on how to research companies, starting with fundamental vs technical analysis, on the blog.

New

Screen by sector

Dedicated sector landing pages covering all 11 GICS sectors, reachable from the stock screener.

New

Alternatives & comparisons

Honest, side-by-side comparisons with other research tools on Alternatives.

v1.4

Portfolio analytics that read your book the way a professional would.

New

Portfolio analytics

Performance, factor exposures, correlations, drawdowns and monthly returns for your holdings — see Portfolio analytics.

New

Allocation drift & upcoming events

Track how your allocation drifts from its targets, plus upcoming dividends and earnings for the names you hold.

Improved

Faster, cancellable data loading

Reworked the data-fetching layer so navigating between tools no longer leaves stale requests in flight.

v1.3

Intrinsic valuation, both forwards and in reverse.

New

DCF & reverse-DCF calculator

Model a company’s intrinsic value from its cash flows, and flip it around to see what growth the current price already implies, on the DCF calculator.

New

Saved DCF scenarios

Save valuation scenarios per company and reload them later, so your assumptions are never lost between sessions.

Fixed

Sensible DCF defaults

The calculator now seeds from more reliable default assumptions, reducing obviously-wrong starting valuations for companies with irregular cash flows.

v1.2

Find the companies worth researching in the first place.

New

Stock screener

Filter the market across 200+ fundamental, valuation and quality criteria, and save screens to re-run as the market moves, on the stock screener.

Improved

Ticker overview & key metrics

Company profile, statistics, quote, price history and key metrics now load together on a single, denser ticker page.

v1.1

Track what you own and why you own it.

New

Watchlists

Follow candidates with a margin-of-safety lens so a name flags when it trades below the price you would be happy to pay — see Watchlists.

New

Investment journal

Record the thesis behind every decision — why you bought, what would change your mind, and how it played out — in the investment journal.

v1.0

The terminal opens its doors.

New

Dashboard & portfolio tracking

The first release: a portfolio dashboard with holdings, summary, performance chart and market pulse, built for self-directed, long-term investors.

New

Accounts & secure sessions

Email accounts with verification and password reset, backed by HTTP-only session cookies from day one.

Grow with a tool that keeps getting sharper.

Free to start. No credit card required.