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Latest changes

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.

August 5, 2024

Bug fixes

  • KPI Mapper: Fix issue where users were unable to create new KPI mapping collections if they did not have any existing collections.

August 1, 2024

New features

  • 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.

Improvements

  • KPI Analyzer
    • In the Mappings view, mappings are now sorted by default on model error (from backtests), putting the best mappings on top.
    • When QoQ/HoH/YoY is selected, the Predictions chart now shows QoQ/HoH/YoY changes in the actual KPI, consensus, and model predictions.
    • Multi-company view: simplify interface by removing the report date filter, which was not used often.
    • Consensus revision line now extends to the current date.
    • In the Models view, consensus is now auto-selected.
  • Alerts: Updated design for the alert manager, showing the shared and vendor alerts in separate sections. Also updated design for the alert feed.
  • Alerts: Added a sharing button next to each alert in the alert manager, allowing for easier sharing of alerts.

Bug fixes

  • KPI Analyzer: Fix edge case bug when specifying weights caused the user interface to incorrectly prevent running models.
  • KPI Analyzer: Fix issue where Reader users did not see results from shared KPI models.

July 18, 2024

New features

  • 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.

Improvements

  • KPI search: Visible Alpha line items can now be searched by line item number.
  • Sharing: When sharing models, it is possible to view the users of the groups that you are sharing with.

July 8, 2024

Improvements

  • DSL: Renamed parameter statistic_type_name to statistic for DSL signals fs_consensus, fs_metric, fs_revisions, va_consensus, va_metric, and va_revisions.
  • DSL: Added statistic types up (number of broker estimates revised upwards) and down (number of broker estimates revised downwards) to DSL signals fs_consensus andfs_revisions.

Bug fixes

  • DSL: Statistic types max and min are now supported for DSL signals fs_consensus, fs_metric, and fs_revisions.

Deprecations

  • DSL: Parameter statistic_type_name for DSL signals fs_consensus, fs_metric, fs_revisions, va_consensus, va_metric, and fs_revisions will be removed after 2024-07-31.
  • DSL: Statistic types high and low for DSL signals fs_consensus, fs_metric, and fs_revisions will be removed after 2024-07-31.