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Latest changes

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.

October 14, 2024

New features

  • KPI Analyzer: New table view for the Predictions widget shows quarterly model predictions against actual/consensus and their YoY change, as well as the predicted vs actual beat/miss.

Improvements

  • KPI Screener: Only companies with KPI models will show up in KPI Screener results. We have run models on Exabel's core KPI coverage universe for all customers. If there are other companies you would like to to add, simply go to that company's KPI Analyzer page and Exabel models will automatically run.
  • Financial models: Improved design / styling of table display.

October 8, 2024

New features

  • KPI Screener: We have renamed the KPI Analyzer view with multiple companies as the KPI Screener. The KPI Analyzer now refers exclusively to the single-company deep-dive view.
  • KPI Screener: The new KPI Screener has been simplified to consist of only the main table with companies and KPIs. Click on any company/KPI to deep-dive in the KPI Analyzer.
  • KPI Screener: Improved filtering user interface to make it easier to apply filters for beat/miss, models with low error, high hit rate, etc. Any filtering / sorting you apply is also persisted.
  • KPI impact: We now calculate the correlation between KPI surprise (beat/miss) and the 1-day share price reaction, over all historical periods, and show this in a graphical indicator next to each KPI.

Improvements

  • Landing page: Removed the alerts widget, which was underutilized, instead giving more space to the KPI Screener widget.
  • Landing page: It is now possible to click a watchlist item to view or edit it.
  • Company pages: The primary RBICS L2 sector of the company is now displayed in the header.
  • Companies / watchlists: Re-organized the company/watchlist picker to make watchlists easier to find. (This picker is shown whenever a user is asked to choose companies/watchlists.)
  • KPI Screener: Improved tooltips on the table and columns to better describe what is displayed. Also added tooltips to explain the hit rate numbers shown.
  • KPI Screener: Tweaked column widths to work better on smaller screens.
  • KPI Analyzer: Switched to split tooltips on charts to better view all data points for the same date.
  • KPI Analyzer: Revisions charts will show QoQ/YoY values as well when toggling in the table.
  • KPI Analyzer: Removed model sharing shortcut to save space; this is less needed now as all users now see an Exabel model using their vendor subscriptions.
  • KPI Analyzer: Added a thicker line at y=0 on various charts to better distinguish between positive / negative growth.
  • Overall: Removed old watchlist menu items from the Data menu.
  • Design: Improved handling of long company names (now truncate company name, while always preserving the ticker).
  • Design: Improved styling of table checkboxes & radio buttons, and the row-expansion button (in tables where rows can be expanded to show sub-rows).
  • Import Jobs: Simplified uploading of global signals.

Bug fixes

  • KPI Screener: Fixed an edge case where the point-in-time est. error was not displayed even when available.
  • KPI Analyzer: Corrected date range on revisions charts, which previously cut-off relevant data when viewing revisions for historical quarters.

September 18, 2024

Improvements

  • Charts: Downloading chart data will always produce a single Excel file.
  • Charts: Downloading chart data now respects quick transforms set in the chart.
  • Charts: Company tickers are included in Excel downloads.
  • Charts: Currency is included in Excel downloads.
  • KPI Mapper: Mappings now support last resampling method.

Bug fixes

  • Charts: Fixed an issue where downloading chart data that contains non-exportable data made the download fail.
  • Charts: Fixed an issue where downloading chart data failed completely if a signal had warning or error. The error or warning message is now included in the first data row in the Excel file instead.

September 12, 2024

Improvements

  • KPI Analyzer: Exabel models are now automatically run, if they have not yet been run, when opening the KPI Analyzer for a particular company.
  • KPI Analyzer: Colors in charts are now aligned such that the same model is always given the same color in every chart.
  • KPI Analyzer: When clicking to view information on a KPI mapping, the proxy signal name and description is now shown, to better provide transparency on what data is being mapped to the KPI. The proxy signal expression can be shown by clicking on the signal name.
  • Overall: Only show the "What's New" pop-up to existing users who are logging in for a second or subsequent time.

September 4, 2024

New features

  • Exabel Models: "Exabel models" are KPI prediction models that are automatically trained and run using the KPI mappings from Exabel's vendor integrations, based on your unique set of subscriptions. This avoids the need for users to run and share models themselves. Note that Exabel models use only Exabel's curated KPI mappings and not any custom KPI mappings that you create - to utilize these, you will still have to run your own custom models. We are working with customers to run these on their companies of interest, but it is also possible to run such models for additional companies by clicking "Run" in the KPI Analyzer.

Improvements

  • KPI Analyzer: Removed the "Mappings" and "Models" columns in the multi-company KPI Analyzer, to streamline the feature for screening of KPI prediction results.

Bug fixes

  • Watchlist: Fixed buggy scrolling when a large list of companies is uploaded.
  • KPI Analyzer: Fixed bug where KPI mappings on ratio KPIs (e.g. same-store sales) were shown with percentage rather than absolute backtest errors.
  • Import Jobs: When navigating to an import jobs from the list of import jobs, the schedule field was not populated.

August 29, 2024

New features

  • Import Jobs: Data sources can now be reused across different import jobs.
  • Watchlists (previously called tags) have got a full makeover, and are now available on the landing page.

Improvements

  • Import Jobs: Import jobs and stages are sorted by name.
  • KPI Analyzer: Tables have been adjusted for better support of for smaller screen or window size.

Bug fixes

  • Import Jobs: When previewing a query with duplicate columns, the column header were out of sync when removing the duplicate column.

August 15, 2024

New features

  • Signal Explorer is now called Plotter.
  • New top menu for easier navigation.

Improvements

  • Alerts: The event modal for alerts has been redesigned.
  • Alerts: It is now possible to create alerts on global signals (signals not connected to any entities).
  • KPI Analyzer: Non-subscribed mappings are no longer listed in the monitoring view.
  • KPI Analyzer: Revision charts now display actual values for historical periods.
  • KPI Mapper: It is now possible to excluding companies from bulk mapping.