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Latest changes

August 22, 2025​

New features​

  • Analytics API: KPI Service has been extended with the following methods:

    • List company base model results
    • List company hierarchical model results
    • List company KPI mapping results
    • List company KPI model results

    For details, see the reference documentation.

August 21, 2025​

New features​

  • API authentication: It is now possible to generate access tokens on the Account page to authenticate as end user with the following APIs:
    • Analytics API
    • Export API
    • Management API

Improvements​

  • KPI Analyzer: Hierarchical models are now shown on the models page.
  • Plotter: Added “Show in legend” to signal settings that controls whether a signal’s series appear in the chart legend.

Bug fixes​

  • Data Trends: Fixed an issue where the page would scroll horizontally.
  • Plotter: Fixed an issue in the table view Plotter when time series from the same signal have the same label that caused the same time series to be shown for the identical labels.

August 7, 2025​

New features​

  • New app design: We have launched a new app design that moves the navigation menu to the left sidebar, and makes it easier to navigate across company pages. Try the new design out by clicking on "Launch new design" in the top-right of the screen.

Bug fixes​

  • KPI Analyzer: Fixed issue where consensus and predictions series where not displayed on chart if there was no current-period prediction displayed for the selected KPI.
  • KPI Analyzer: Fixed disappearing Base/Hierarchical model toggle when switching periods.
  • KPI Analyzer: Fixed issue with incorrect hierarchy being shown when there a company has both quarterly and semi-annual hierarchies.
  • KPI Analyzer: Fixed issue with inconsistent coloring of data sources in the "Sources" popover.
  • Portfolio strategies: Brought back the "Save as…" menu item for portfolio strategies and company screens.
  • Menus: Fixed issue where long menu item descriptions were cut off.

July 24, 2025​

Improvements​

  • Sharing: Saved dashboards and charts can now be shared directly through a Share button in the page header, next to the Save button. Sharing is still through Library folders.
  • KPI Analyzer: New "Pred YoY" column that shows the YoY prediction of each KPI, next to the absolute prediction. Consensus YoY is also available, but not visible by default. This is not shown for ratio KPIs (growth, margins) to avoid confusion. As part of this change, we have removed the Abs/QoQ/YoY toggle in the KPI overview table.
  • KPI Analyzer: Renamed "Delta" column to "Beat/Miss" for clarity.
  • KPI Analyzer: Improved tooltips for the "Conviction" column to better explain how it is derived from the magnitude of predicted beat/miss vs model error.
  • KPI Analyzer: New, compact model composition display that visualizes the weights of model features through a stacked bar chart in the main KPI overview table. Clicking on the bars shows a popup with the table of weights. Bars are color coded by vendor.
  • KPI Analyzer: When viewing hierarchical models, the model composition of the base model for each KPI is shown under "Sources".
  • KPI Analyzer: When viewing hierarchical models, the "Data chart" will show the underlying data trends of the sources used in the base model.
  • KPI Analyzer: When viewing hierarchical models, a new "Show hierarchy" button allows users to see the hierarchy and equations.
  • Prediction model UI (legacy): Update UI / design to use fields and controls that are common to the rest of the UI.
  • Data import: Add examples of FactSet identifiers in the file upload and Import Jobs UI.

Bug fixes​

  • KPI Analyzer: Fix bug where the total number of mappings for a KPI was not shown correctly (did not count non-subscribed mappings).
  • KPI Analyzer: Fix bug when saving multiple KPI mappings at the same time.
  • KPI Mapper: Fix pagination state being lost on a page refresh, when browsing company-specific mappings.

July 3, 2025​

Improvements​

  • Dashboards: Table summary rows now include tooltips with the aggregation method for each column.
  • KPI Analyzer: Toggles for periods and absolute/YoY values can now be set independently on each chart.

June 23, 2025​

New features​

  • Dashboards: It is now possible to configure a summary row for dashboard tables. The summary row will always be displayed at the bottom of the table if enabled. The summary row reflects the contents of the entire table, even when viewing only a single page or filtering the rows.

    The following aggregation methods are available:

    • Sum
    • Mean
    • Median
    • Maximum
    • Minimum

    If the column is configured to display a relative change (WoW, MoM, YoY, with or without a moving average), and the summary for that column is set to be a sum, we will first sum over the underlying data from each column before calculating WoW/MoM/YoY change. For other summary methods (mean, median, min, max), the summary is calculated simply based on the WoW/MoM/YoY values in the column.

June 19, 2025​

Improvements​

  • KPI Analyzer:
    • KPIs that are percentages are more clearly formatted, using %, bps (basis points) and pp (percentage points) where relevant.
    • Revision charts can now be independently toggled between absolute/QoQ//HoH/YoY values and the last/current/next fiscal period.

June 5, 2025​

Improvements​

  • KPI Analyzer
    • Adjusted widget sizes to give more space to the main table showing all KPI predictions for a company.
    • Updated widget layout on the main Overview page: removed the table of KPI mappings & quarterly data chart, combined the probability distribution & revisions charts into 1 widget, and moved the data chart into a more prominent position.
    • Predictions chart can now be independently toggled between absolute/QoQ/HoH/YoY display, and defaults to YoY for most KPIs (margin & growth KPIs will default to showing absolute).
    • Optimized default date range on the data chart. On the Overview page, this now shows 6m history by default (focus on most recent trends), while in the Mappings page this shows 5y history to align with the quarterly data chart.
  • KPI Heatmap: Made it easier to navigate to the KPI Heatmap, by adding it as a company page that can be selected from in the dropdown menu.
  • Model builder: It is now possible to select "Model run date" as the end date for a custom training period, while using a fixed start date.

Bug fixes​

  • KPI Screener: Fixed issue where alerts set up on screens were not respecting the KPI source filter setting (which defaults to only showing Visible Alpha KPIs for users with VA subscriptions).

May 22, 2025​

New features​

  • Prediction models: It is now possible to create custom KPI models in the legacy model builder by selecting a KPI as the model target.

Improvements​

  • KPI Analyzer: Simplify hit rate metric by only showing the final hit rate.
  • Library: When clicking on any item in the Library, we now show the user who created it.

Bug fixes​

  • 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).

Deprecated​

  • 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.

May 8, 2025​

New features​

  • 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.

Improvements​

  • 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.