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Latest changes

March 21, 2025​

Python SDK​

March 20, 2025​

New features​

  • 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.

Improvements​

  • Entity picker: The entity picker will remember the last selected entity type.
  • Charts: It is now possible to configure constant plotlines on y-axes.
  • Import Jobs: Maximum PiT offset is increased to 100 days.
  • KPI Analyzer: It is now possible to override the proxy entity when copying KPI mappings.
  • Watchlists: It is now possible to clear a watchlist, rather than remove the companies one by one.

March 6, 2025​

Improvements​

  • Overall: Improved UI scaling on mobile devices.
  • Charts: Improved snapping behaviour on time series charts, making it easier to hover over the desired data point and see the tooltip.
  • KPI Analyzer: Added missing tooltips for several columns in various tables.
  • KPI Analyzer: Added explanation for the "Baseline" in model composition.
  • Alerts: Improved the alert time picker to make it more intuitive.

Bug fixes​

  • KPI Screener: Fixed issue where filters were not editable while a screen was loading.
  • KPI Analyzer: Fixed issue where revisions chart did not show the actual reported value for semi-annual companies, in limited cases.
  • KPI Mapper: Hide delete action for KPI mapping collections which the user cannot edit. (Previously, clicking this would generate an error.)

February 14, 2025​

New features​

  • 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.

Improvements​

  • 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.

Bug fixes​

  • KPI Analyzer: Fix missing company sector when viewing models.
  • KPI Mapper: Fix bug causing an error when filtering on backtest error.
  • Dashboards: Fix bug where the sync signal was not set on the child level, in 2-level dashboard tables.

January 15, 2025​

Improvements​

  • Dashboards: Improve rendering performance of large dashboard tables, in particular on Microsoft Edge.

January 15, 2025​

Improvements​

  • Dashboards: Store table pagination size in user settings.

January 13, 2025​

Bug fixes​

  • Dashboards: Fixed incorrect height sizing of dashboard widgets.

January 9, 2025​

Improvements​

  • Data Trends: Add new table view of the chart data.
  • Data Trends: Optimized page to avoid reloading all charts when toggling data sets or metrics on/off.
  • Data Trends: Support maximizing charts to full screen.

Bug fixes​

  • Dashboards: Fix missing widget resize handles on editable dashboards.
  • Watchlists: Fix issue when searching to add watchlists in features such as Plotter, and only a limited number of results are returned.
  • KPI Analyzer: Fix transient error when a new KPI mapping, which also happens to be selected, is saved.
  • KPI Analyzer: Avoid resetting the dialog for searching & adding new KPIs, if models are running in the background.
  • Company pages: Fix broken market data section in the header when there is no designated FactSet sector.

December 19, 2024​

Improvements​

  • KPI Analyzer: Heatmaps now has a graphical indicator that shows how many days data is available for the current fiscal period.
  • KPI Analyzer: period-to-date, monthly and weekly view now also shows a row with Actual / Consensus data.

Bug fixes​

  • KPI Analyzer: When sorting Ratio KPI mappings by error, sort by MAE, which is the displayed value.

December 12, 2024​

Improvements​

  • Charts: X-axis tick position and formatting can now be customized.
  • Charts: Series labels can now be configured to show only the company/entity name. This is useful for charts that show only 1 signal with potentially multiple companies/entities, where the chart title can be used to describe the signal.
  • Dashboards: Tables can now be cloned when editing a dashboard. This is useful when creating dashboards with multiple tables, by reusing columns from 1 table and changing the companies/entities being displayed.
  • KPI Analyzer: KPIs can now be starred or unstarred in the KPI Heatmap view.
  • Watchlists: When viewing / editing watchlists, the number of companies / entities is now always shown.