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Latest changes

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.

November 28, 2024

New features

  • Data Trends: This is a new page for all companies which charts the trends for all key metrics in your subscribed data sets. For now, this is only available for vendor data sets integrated by Exabel. To see the Data Trends page, first search/open a company, then use the dropdown menu at the top of the page to switch to the Data Trends page.

Improvements

  • KPI Analyzer: In the heatmap view, the table can now sorted by most columns.
  • KPI Analyzer: In the heatmap view, we have added heatmap coloring to the period-to-date, monthly, and weekly views.

November 20, 2024

Improvements

  • DSL: The Similarweb API signals now support point-in-time for as_of() and revisions(), with an assumed lag of 3 days.

November 15, 2024

New features

  • KPI Heatmap: This is a new feature that shows model predictions and data trends for each vendor mapped to every KPI for a company, allowing you to better scan across vendor models and data at once. To see the KPI Heatmap, open the KPI Analyzer for a company, and use the breadcrumbs (dropdown) in the page header to switch to the KPI Heatmap.
  • Plotter: It is now possible to search for exchange traded funds (ETFs) and listed private equity fund, and plot the fund prices using the Close_Price signal.

Improvements

  • KPI Analyzer: When in the KPI Analyzer for any company, the breadcrumb (dropdown) in the page header now allows back to the main KPI Analyzer overview.
  • KPI Analyzer: Show waiting indicator if Exabel model is scheduled/waiting.
  • KPI Analyzer: Show model ID in model details popup. This is useful if you want to export model results via API, in which case you will need the model ID.
  • Watchlists: It is now possible to edit watchlists from inside the Library.
  • Watchlists: It is now possible to view or edit watchlists wherever they can be selected, simply by clicking on the watchlist.
  • Dashboards: Show portfolio strategy name as widget title.

Bug fixes

  • Financial Models: Fixed an issue where saving subsequent changes of a financial model failed.
  • Financial Models: Switching company in the page header will now open the financial model for the new company instead of resetting to the company overview page.
  • Financial Models: Fixed an issue where the UI allowed setting a unit on a signal when the suffix was explicitly set to "None".
  • Dashboards: Fixed an issue where the UI allowed setting a unit on a signal when the suffix was explicitly set to "None".
  • Alerts: Fixed a style issue of email address in the dropdown.
  • Charts: Fixed an issue where quick transforms where not applied when downloading a chart.
  • Plotter: Fixed missing y-axes when opening charts from Data Explorer, Library, or Financial Models.
  • KPI Analyzer: Fixed an issue where an error message was shown when trying to view details of unsubscribed mappings.