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Latest changes

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.

April 24, 2025

Improvements

  • KPI Analyzer: Company-specific mappings can edited directly from the KPI Analyzer's mapping view, if you have write-access to the KPI mapping.
  • KPI Analyzer: Improved UI responsiveness when selecting KPIs to view results.
  • Plotter: Added minimum and maximum as cross-sectional aggregation methods.
  • Watchlists: It is now possible to replace a watchlist when uploading a file with tickers, rather than appending the tickers to the existing watchlist.

Bug fixes

  • Dashboards: Show the error message when the initial table calculation has failed.

April 23, 2025

New features

  • Analytics API: Added new service KpiService that can be used to retrieve KPI Mapping results. For more information, see List KPI mapping results.

Improvements

April 3, 2025

New features

  • KPI Analyzer
    • 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.

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.