Company page: In the company overview page, the KPI Analyzer widget now respects the KPI source filtering (e.g. only show Visible Alpha KPIs, if you have a VA subscription).
Dashboards: Removed the option to select holiday-adjusted YoY transforms for table columns. The transform itself was not very robust and always assumed US holidays, and thus was not used by customers.
KPI Screener: New Settings modal to customize whether you want to see FactSet/Visible Alpha KPIs, what alerts
show up in the screener results table, whether to include opex KPIs in the screen, and which columns to
show/hide in the table. These settings are saved for each user.
Users with Visible Alpha subscriptions will now see only Visible Alpha KPIs by default;
other users will see only FactSet KPIs.
KPI Mapper: New Settings modal for easier filtering of FactSet/Visible Alpha KPI results, and also
personalization of what columns to show.
Landing page: Filters on the KPI Screener embedded on the landing page are now shown as disabled.
You must open the screen in the KPI Screener in order to edit it.
Import jobs: It is now possible to disable the creation of library signals when creating new
signals in time series stages. This setting is available in the advanced settings sections.
Screens: In the KPI Analyzer, you can save multiple screens with different filters.
Alerts: For each KPI screen, you can create alerts to get notified about companies and KPIs with
predicted beats/misses or significant revisions. Alerts can be viewed in the app, and be sent as
a daily or weekly digest at a configurable time.
Plotter: Cohort time series can now be plotted using the new chart type "Cohort charts", where the x-axis is the
number of periods (days/weeks/months) from the start of the cohort.
KPI Analyzer & Screener: New model quality score, based on model error and model error vs consensus error, to help users better assess and screen for high quality model results.
KPI Analyzer & Screener: New columns showing model revisions over the past 1 week and 1 month, allowing users to screen on model revisions.
Performance: Cache chart series in various features such as KPI Analyzer and Data Explorer, so that charts load faster.
KPI Screener: Filter out operating expense KPIs by default, as beats/misses on such KPIs are usually not very relevant for screening.
Data Explorer: More prominent Open-in-Plotter link in the sidebar.
Data Explorer: Prefix customer data sets with the customer name.
Data Trends: Cache results in the table view, so that the data does not need to be fetched again when toggling data sets or adding/removing comparison companies.
Data Trends: Add a shortcut for each data set in the sidebar, to jump to charts for that data set.
Dashboards: Always allow editing and removing table widgets, even when they are being calculated for the first time.