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.
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.
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.
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.
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.
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.
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.
KPI Analyzer: Removed the "Mappings" and "Models" columns in the multi-company KPI Analyzer, to streamline the feature for screening of KPI prediction results.
KPI Mapper: It is now possible to open KPI mapping collections and view results from non-subscribed vendors who have consented to make their results accessible to buy-side users.
KPI Analyzer: In the Mappings view, it is now possible to copy existing KPI mappings from the company's other KPIs. This is useful when adding new KPIs that vendor that has not been mapped to.
Signal Explorer: FactSet and Visible Alpha KPIs can now be searched and added as signals. When clicking Add under Signals, FactSet and Visible Alpha now appear as 2 new tabs next to the Library.