GuruFocus Change Log

05-26-2023

  • Add "FCF Margin % (10y High)", "FCF Margin % (10y Low)", and "FCF Margin % (10y Median)" in Excel GURUF, Customized Screener Filter, User Portfolios Customize View and API.

05-18-2023

  • Add "Price-to-Estimated-GF-Value-for-Next-FY1-End", "Price-to-Estimated-GF-Value-for-Next-FY2-End", and "Price-to-Estimated-GF-Value-for-Next-FY3-End" filters under the "Valuation Ratio" tab in All-in-one screener.
  • Add "Trailing 12-Month Revenue per Share", "Trailing 12-Month Free Cash Flow", "Trailing 12-Month FFO per Share", "Trailing 12-Month Operating Cash Flow per Share", "Estimated GF Value for Next FY2 End", "Estimated GF Value for Next FY3 End" in Excel GURUF, Customized Screener Filter, User Portfolios Customize View and API.

05-17-2023

  • Add "Gross Margin % (5y Median)", "Net Margin % (5y Median)", and "Pretax Margin % (5y Median)" filters under the "Profitability" tab in All-in-one screener.

05-16-2023

  • Remove "ROIC %" from the 30-Y Financials page for companies using the bank template.
  • Add "1-Year ROIIC %" after "5-Year RORE %" in the Ratios section of the 30-Y Financials page for non-bank template;
  • Add "1-Year ROIIC %", "3-Year ROIIC %", "5-Year ROIIC %" and "10-Year ROIIC %" historical data to the database. Thus, these fields can be customized on the 30-Year Financials page and are accessible in the Excel add-in. Additionally, you can now find these fields in the "Valuation & Quality" section of the Interactive Chart.

05-12-2023

  • Add "Balance Sheet Breakdown" and "Cashflow Statement Breakdown" Sankey chart on the stock summary page. The default layout will display these two components automatically, user customized layout needs to click "Add Widget" at the top-right to add them manually.

05-10-2023

  • Change "Estimated GF Value for Next Year" name to "Estimated GF Value for Next FY1 End" in Excel GURUF, Customized Screener and User Portfolios to avoid name confusion.
  • Change "Price-to-Estimated-GF-Value-for-Next-Year" name to "Price-to-Estimated-GF-Value-for-Next-FY1-End" in Excel GURUF, Customized Screener and User Portfolios to avoid name confusion.

05-02-2023

05-01-2023

  • Add "15-Year Market Cap Change %", "20-Year Market Cap Change %", and "25-Year Market Cap Change %" in Excel GURUF, Customized Screener Filter, User Portfolios Customize View and Summary API.
  • Add "1-Year ROIIC %", "3-Year ROIIC %", "5-Year ROIIC %" and "10-Year ROIIC %" filters under the "Fundamental" tab in All-in-one screener.
  • Rearrange the order of the filters under the "Fundamental tab" in All-in-one screener

04-25-2023

  • Add "10-Year Long-Term Debt Change %" and "10-Year Market Cap Change %" filters under the "Growth" tab in All-in-one screener.

04-20-2023

04-18-2023

  • Change "PE Ratio (NTM)" name to "PE Ratio (Next Twelve Months)", "PS Ratio (NTM)" name to "PS Ratio (Next Twelve Months)", and "EV-to-EBITDA (NTM)" name to "EV-to-EBITDA (Next Twelve Months)" in the Interactive Chart to avoid name confusion.
  • Add "15-Year Annualized Total Return %" and "20-Year Annualized Total Return %" in Excel GURUF, Customized Screener Filter, and User Portfolios Customize View

04-17-2023

  • Add "Price-to-Operating-Income" in the "Valuation & Quality" section in the interactive chart.

04-06-2023

03-30-2023

03-29-2023

  • Add Stock Guru/Insider Trades Data in Excel Add-in:
    • =GURUF("AAPL","Guru Trades") to get latest guru trades;
    • =GURUF("AAPL","Insider Trades") to get latest insider trades

03-23-2023

  • German Insider data is now available on GuruFocus. * Please note that GuruFocus only tracks open market purchases and sales of common stocks. Therefore, some transactions will not be displayed.

03-21-2023

  • Add Stock Events Data in Excel Add-in:
    • =GURUF("AAPL","Stock Events") to get latest stock event;
    • =GURUF("AAPL","Stock Events","2020:","","Y","V") to get all events since year 2020

03-20-2023

02-22-2023

  • Add "3-Year Volatility %", "5-Year Volatility %", and "10-Year Volatility %" filters under the "Price" tab in All-in-one screener

02-17-2023

  • Allow premium customers to export data from all charts to Excel.
  • Allow premium customers to upload a custom logo to embed charts.
  • Allow all customers to easily share charts on Twitter.

02-16-2023

02-15-2023

01-31-2023

  • Add a industry distribution chart for each financial indicator on the stock summary page.
  • Add a new guru's top holdings pie to the guru summary page.

01-20-2023

  • Add Segments Data in Excel Add-in:
    • 1) =GURUF("AAPL","Business Segments") to get TTM data; =GURUF("AAPL","Business Segments","2021:","A","Y","H","D") to get historical data. The earliest annual data is as of 2016 and the earliest quarter data is as of 2021.
    • 2) =GURUF("AAPL","Geographic Segments") to get the latest annual data instead of TTM data due to lack of the quarterly geographic segments data; =GURUF("AAPL","Geographic Segments","2021:","A","Y","H","D") to get historical data. The earliest annual data is as of 2016 and no quarterly data available for geographic segments.

01-17-2023

  • Add the 3-month average number of insider buy and sell total count in the Insider Trend chart so that users can better understand the overall trend of insider activity.

  • Add a quarterly switch option in the stock summary page's "Income Statement Breakdown" chart

01-10-2023

  • Add Piotroski F-Score, Altman Z-Score, and Beneish M-Score Industry Rank filters under the "Valuation Rank" tab in All-in-one screener
  • Rearrange the "Fundamental" tab filters' order in All-in-one screener

01-06-2023

  • Add "List of stocks removed during the Last Portfolio Rebalance" table in each model portfolio page

01-04-2023

  • Add "Shareholder Yield %" under "Fundamental" tab in All-in-one screener
  • Add "Receivables Turnover" before "Inventory Turnover" in the Ratios section of the 30-Y Financials page for non-financial companies (not banks or insurance companies). Also added in financial API, GURUF, etc.
  • Add "Commercial Paper Interest Rate" related economic indicators, such as 90-Day AA Financial Commercial Paper Interest Rate

01-03-2023

  • Change "Revenue predictibility" name to "10-Year Revenue Predictability" in Excel GURUF, Customized Screener and User Portfolios to avoid name confusion.
  • Change "Revenue Predictability" name to "5-Year Revenue Predictability" in Customized Screener and User Portfolios to avoid name confusion.

12-28-2022

  • Add the "Latest FY Operating Revenue by Business Segment" table on Stock Report's first page, under the company's business description.
  • Shorten the company's business description length in Stock Report, so the download version has enough space to put the business segment table on one page.
  • Add the historical "Business & Geographic Segmentation" data on Stock Report's historical data section, after the historical "Valuation and Quarterly" data.

12-21-2022

  • Add the "Latest FY Operating Revenue by Business Segment" table on Manual of Stocks, under the company's business description.

12-19-2022

  • Add segment charts in stock summary page.
  • Add segment data in 30-Y financial page.

12-16-2022

  • Add more mainstream stock news feeds into stock headlines. Now cover 7 news feeds.
  • Add stock events (future and past) component into stock summary dashboard.

12-07-2022

  • Combine the previous ETF "Overview" page and the "Summary" page into a new "Summary" page.
  • Change the ETF "Stock Picks" tab name to "Trades".
  • Change the ETF "Current Portfolio" tab name to "Holdings".

12-05-2022

  • Publish a newly designed DCF page.
  • Create a new fair value and stock price relationship chart to intuitively understand the valuation based on the DCF model.

11-28-2022

  • Combine ETF price page and ETF holding page together as a new page. Using SPY as an example:
    • 1. "Overview" tab is the old ETF price page which includes Performance and Fundamental Charts, Technical Indicators, and Guru Latest Trades with the ETF, etc.
    • 2. "Summary" tab is this ETF's holding summary, including Top Holding Breakdown, Sector / Industry Breakdown, Hypothetical Growth, and Holdings heat map, etc.
    • 3. "Stock Picks" tab is this ETF's latest holding picks. Plus membership is required to access this page.
    • 4. "Current Portfolio" tab is this ETF's schedule of portfolio investments (holding components). Plus membership is required to access this page.

11-22-2022

  • Add "Other Net Income (Loss)" after "Tax Rate %" in 30-Y Financials Income Statement section.
  • Add "Net Income Including Noncontrolling Interests" after "Other Net Income (Loss)" in 30-Y Financials Income Statement section.
  • Move "Net Income (Continuing Operations)" and "Net Income (Discontinued Operations)" to 2-space indentation, so they serve as the sub-items for "Net Income Including Noncontrolling Interests", in 30-Y Financials Income Statement section.
  • Move "Other Income (Minority Interest)" to 1-space indentation in 30-Y Financials Income Statement section.
  • Add "Other Net Income (Loss)" and "Net Income Including Noncontrolling Interests" in Excel GURUF, Customized Screener Filter, User Portfolios Customize View, and financial API.

11-17-2022

  • Add "Years of Positive FCF over Past 10-Year" under "Profitability" tab in All-in-one screener, in Excel GURUF, Customized Screener Filter, User Portfolios Customize View and Summary API.

11-11-2022

  • Add "Num of Insider Buys (3-Month)", "Num of Insider Buys (6-Month)", "Num of Insider Buys (12-Month)", "Num of Insider Sells (3-Month)", "Num of Insider Sells (6-Month)", "Num of Insider Sells (12-Month)" in Excel GURUF, Customized Screener Filter, User Portfolios Customize View and Summary API.

11-07-2022

  • GuruFocus now supports searching by ETF ticker (SPY) and mutual fund ticker (OAKMX) to find the corresponding fund holding portfolios

10-31-2022

  • Add "Negative Equity" in the drop-down selection box for ROE % related filters in all-in-one screener
  • Add "Negative Tangible Equity" in the drop-down selection box for Return-on-Tangible-Equity related filters in all-in-one screener

10-28-2022

  • GuruFocus changed the display methodology for "ROE %" and "ROE % Adjusted to Book Value" to the following cases:
    1. When average total shareholders equity is negative and net income is positive, GuruFocus display it as "Negative Equity" or "Neg. Equity".
    2. When both average total shareholders equity and net income are negative, GuruFocus does not calculate "ROE %" or "ROE % Adjusted to Book Value" and display it as "- or 0".
    3. When both average total shareholders equity and net income are positive, GuruFocus display it as "a positive value".
    4. When average total shareholders equity is positive and net income is negative, GuruFocus display it as "a negative value".

10-04-2022

  • In Industry Overview, we have added the chart for the performances of different industries and different market cap ranges.

10-03-2022

09-26-2022

09-26-2022

  • Set "Is Preferred Stock" as "No" by default under the "Fundamental" tab in All-in-one screener, so that users' existing screener results won't be affected.

09-23-2022

09-22-2022

  • Show "Enterprise Value ($M)" only in GURUF Function CURRENT Fields; GuruFocus does not have historical enterprise value converted to USD; to get historical enterprise value in stock trading currency, please use field "Enterprise Value".

09-20-2022

  • Change "Enterprise Value (Current M)" name to "Enterprise Value" in Excel GURUF, Customized Screener and User Portfolios.
  • Change "Market Cap (Current M)" name to "Market Cap" in Excel GURUF, Customized Screener and User Portfolios.
  • Change "Enterprise Value ($M)" name to "Enterprise Value" on 30Y financial page to fix name confusion on 30-Y Financials Page.

09-16-2022

  • Add "Mohanram G-Score", "Mohanram G-Score (10y High)", "Mohanram G-Score (10y Low)", "Mohanram G-Score (10y Median)" in customized filter for 30-Y financials and All-in-one screener.

09-09-2022

  • Add "15-Year Annualized Total Return %, "20-Year Annualized Total Return %" under "Price" tab in All-in-one screener.

09-08-2022

  • Add "Altman Z2-Score", "Altman Z2-Score (10y High)", "Altman Z2-Score (10y Low)", "Altman Z2-Score (10y Median)" in customized filter for 30-Y financials and All-in-one screener.

09-06-2022

09-01-2022

09-01-2022

  • Add "1-Year Maximum Drawdown", "1-Year Semi-Deviation" as customized filter in All-in-one screener .

08-31-2022

08-24-2022

  • Add "EPS (Latest Q)", "Sales (Latest Q)" under "Fundamental" tab in All-in-one screener and rearrange the layout of All-in-one Screener's Fundamental tab.
  • Add Sales (Latest Q) ($M) under "Fundamental" tab as customized filters in All-in-one Screener
  • Change "EPS" name to "EPS (TTM)"
  • Change "Sales (M)" name to "Sales (TTM)"

08-22-2022

08-16-2022

08-12-2022

08-11-2022

  • Add "Cash Flow for Lease Financing" in "Cashflow Statement” Section below "Cash Flow for Dividends" for all templates.
  • Add "5-Year RORE %" in "Ratios” Section above "ROIC %" for all templates, add under "Fundamental" tab in All-in-one screener, customization for screener and user portfolios.
  • Add "5-Year RORE % Industry Rank" under "Valuation Rank" tab in All-in-one screener.
  • Add "3-Year RORE %" and "10-Year RORE %" as customized filters in All-in-one Screener, Excel add-in, API, and user portfolio customized views.

08-10-2022

  • Allow user create homepage dashboard template from predefined templates.
  • New Customized filter & field system

08-09-2022

  • Remove Keep alive.

08-03-2022

  • Add "GF Valuation" and "Risk Assessment" in Excel Add-In and Google Sheet Add-On.

08-02-2022

  • Add "20-Day Bollinger Upper Band (SMA+2*STDEV)", "20-Day Bollinger Lower Band (SMA-2*STDEV)", "Price-to-20-Day-Bollinger-Upper-Band (SMA+2*STDEV)", "Price-to-20-Day-Bollinger-Lower-Band (SMA-2*STDEV)" to user summary api.
  • Add "Price-to-20-Day-Bollinger-Upper-Band (SMA+2*STDEV)", "Price-to-20-Day-Bollinger-Lower-Band (SMA-2*STDEV)" to user keyratios api.
  • Changed gf_valuation (GF Valuation) and risk_assessment (Risk Assessment) to be displayed as textual classifications instead of numeric numbers to make the results more intuitive.

08-01-2022

  • New search box design for mobile
  • Add "Price-to-DCF (Dividends Based)" and "Margin of Safety % (DCF Dividends Based)" filters under the Valuation Ratio tab in All-in-one Screener.
  • Add "Intrinsic Value: DCF (Dividends Based)", "Margin of Safety % (DCF Dividends Based)", "Price-to-DCF (Dividends Based)", "Price-to-DCF (Dividends Based) (10y High)", "Price-to-DCF (Dividends Based) (10y Low)", "Price-to-DCF (Dividends Based) (10y Median)" as customized filters in All-in-one Screener, Excel add-in, API, and user portfolio customized views.

07-28-2022

  • Change "Price-to-Intrinsic-Value-DCF (Earnings Based)" related items name to "Price-to-DCF (Earnings Based)".
  • Change "Price-to-Intrinsic-Value-DCF (FCF Based)" related items name to "Price-to-DCF (FCF Based)".
  • Change "Price-to-Intrinsic-Value-Projected-FCF" related items name to "Price-to-Projected-FCF".
  • New Search box Design for desktop

07-27-2022

07-21-2022

  • Symbol Lookup Page Link.
  • 30Y financial page filing tooltip.

07-11-2022

  • New dark theme is released.

07-08-2022

07-01-2022

  • Add Price-to-Bollinger-Bands (SMA±2*STDEV) related filters: "Price-to-20-Day-Lower-Band" and "Price-to-20-Day-Upper-Band" under Price tab in All-in-one Screener.
  • Rearrange the layout of All-in-one Screener's Price tab for a better user experience.
  • Change AUD currency symbol from $ to A$, NZD currency symbol from $ to NZ$, NAD currency symbol from $ to N$, EGP currency symbol from £ to E£, LBP currency symbol from £ to L£, KZT currency symbol from лв to ₸, QAR currency symbol from ﷼ to ر.ق, OMR currency symbol from ﷼ to ر.ع. to avoid confusion

06-28-2022

06-27-2022

  • 30-Y financial data item add tooltip link to SEC filing.

06-23-2022

  • Add "GF Score (5y Median)" and "GF Score (10y Median)" as customized filters in All-in-one Screener, Excel add-in, and user portfolio customized views.

06-14-2022

06-13-2022

  • Add "20-Day Price STDEV", "50-Day Price STDEV" and "200-Day Price STDEV" as customized filters in All-in-one Screener, Excel add-in, and user portfolio customized views.

06-09-2022

  • Rearrange the layout of All-in-one Screener's Price's tab for better user experience.
  • Change "Volatility" name to "1-Year Volatility %".
  • Change "1-Month Volatility" name to "1-Month Volatility %".
  • Add "Day's Volume", "1-Year Volatility %", "% Below 10-Year Price High" and "% Above 10-Year Price Low" under Price tab in All-in-one Screener.
  • Add "1-Month Volatility %" as a customized filter in All-in-one Screener.

06-07-2022

  • Change "Rank in Industry" name to "% Industry Rank" for "Operating Margin", "Net Margin", "Pretax Margin" under Profitability tab in All-in-one Screener.
  • Add "Gross Margin % Industry Rank" under Profitability tab in All-in-one Screener and rearrange the layout.

06-07-2022

06-01-2022

  • Change "Total Revenue Growth Rate (Future 3Y To 5Y Est)" name to "Future 3-5Y Total Revenue Growth Rate"
  • Change "Total Revenue Growth Rate (Future 3Y To 5Y Est) Industry Rank" name to "Future 3-5Y Total Revenue Growth Rate Industry Rank"
  • Change "EPS Growth Rate (Future 3Y To 5Y Estimate)" name to "Future 3-5Y EPS Growth Rate"
  • Change "EPS Growth Rate (Future 3Y To 5Y Estimate) Industry Rank" name to "Future 3-5Y EPS Growth Rate Industry Rank"
  • more changes can be found here.

05-26-2022

  • Add "Cash-to-Debt Industry Rank", "Equity-to-Asset Industry Rank", "Debt-to-Equity Industry Rank", "Debt-to-EBITDA Industry Rank", "Interest Coverage Industry Rank", "3-Year Revenue Growth Rate (Per Share) Industry Rank", "3-Year EBITDA Growth Rate (Per Share) Industry Rank", "3-Year EPS without NRI Growth Rate Industry Rank" under "Valuation Rank" tab in All-in-one Screener and rearrange the layout.

05-25-2022

  • Change all the unmatched industry rank names for better user experience. Please find the changed names and items here.
  • New Financial UI here.

05-23-2022

05-20-2022

05-11-2022

  • Seperate financial template into seven sections and add title for each section in "30-Y Financial Download", making it consistent with the website display.

05-10-2022

  • Google one tap sign in.

05-02-2022

04-29-2022

04-28-2022

  • Add 1st - 4st "Latest Q Revenue YoY Growth (Per Share)" in Excel Add-in, API and All-in-one Screener.

04-27-2022

  • Rearranged the stock summary page indicator rank section by: 1) combining the previous Valuation & Returns box with GF Value Rank box and moving the new GF Value Rank section under the Profitability Rank, 2) adding Growth Rank, Momentum Rank, Liquidity Ratio boxes under the Financial Strength. 3) Moving Dividend & Buy Back box to the left

04-26-2022

  • Change "Num Of Years Of Profitability Over The Past 10 Years" to "Years of Profitability over Past 10-Year" in All-in-one Screener under the Profitability tab

04-25-2022

  • Improving the formats and adding GF Score, GF Value Rank, Growth Rank, and Momentum Rank in stock pdf and manual of stocks

04-20-2022

  • Change the display of trendline on 30-y financials page: when both positive and negative value occurs in the historical data, trendline is not available and thus is not displayed anymore.
  • Area of GF score chart on summary page changed from three color version to five color version.

04-15-2022

  • Add Shares Outstanding (EOP) & Shares Buyback Ratio %, Total Stockholders Equity & Total Assets charts in the new stock summary pages' Financials section.

04-14-2022

  • Change the display format for "Income Statement", "Balance Sheet" and "Cashflow Statement" section in 30-y financials page.

04-13-2022

04-12-2022

  • Optimize the summary page's color with a higher saturated palette.
  • Adjust the display of rank bars on summary page: raise the height of rank bars and make sure the color always covers most part of the bars. For example, if a company ranks worse than 90% companies, the rank bar will be covered by 90% with red, instead of 10% before.

04-08-2022

  • Add "EBITDA Margin %“ in "Ratio" and "Income Statement" section for non-bank Templates in 30-y financials, Excel add-in, and All-in-one Screener customized filters.
  • Add "Beginning Cash Position" and "Ending Cash Position" in "Cashflow Statement” Section in 30-y financials, Excel add-in, and All-in-one Screener customized filters.
  • Change 30-Y financials excel download template to align with the 30-Y financials web page.

04-01-2022

  • Added "EV-to-Forward-EBIT", "EV-to-Forward-EBITDA", "EV-to-Forward-Revenue" filters in all-in-one screener's Valuation Ratio tab, Excel add-in, and user portfolio customized views.
  • Rearrange the layout of all-in-one screener's Valuation Ratio tab for better user experience.

03-28-2022

  • New design for Stock Summary launched, optimized for an easier and more intuitive user experience. Explore our new modernized design upgrade here!

03-22-2022

03-22-2022

  • Changed summary page's valuation section title indicator from “Valuation Rank” to “GF Value Rank” due to a higher correlation with stock performance based on recent research.
  • You can still screen stocks using “Valuation Rank” filter in All-in-one screener, or obtain “Valuation Rank” data in API, excel adding and customized views.

03-22-2022

03-21-2022

  • Added "GF Value Rank" filter in all-in-one screener's Fundamental tab, Excel add-in, and user portfolio customized views
  • Added "Growth Rank" filter in all-in-one screener's Fundamental tab, Excel add-in, and user portfolio customized views
  • Added "Momentum Rank" filter in all-in-one screener's Fundamental tab, Excel add-in, and user portfolio customized views

03-18-2022

  • Add "1-Year ROIIC %", "3-Year ROIIC %", "5-Year ROIIC %" and "10-Year ROIIC %" in customized filter in All-in-one Screener and stock summary API.

03-16-2022

03-16-2022

  • Add "3-Month Share Buyback Ratio" and "6-Month Share Buyback Ratio" in customized filter in All-in-one Screener and stock summary API.

03-10-2022

  • Add "Shareholder Yield %", "Shareholder Yield % (10y High)", "Shareholder Yield % (10y Low)" and "Shareholder Yield % (10y Median)" in customized filter in All-in-one Screener and stock summary API.

02-28-2022

  • Added cik for guru list API: https://api.gurufocus.com/public/user/{your personal token?}/gurulist
  • Add cusip for guru stock picks API: https://api.gurufocus.com/public/user/{your personal token?}/guru/{ids?}/picks/{date?}/{page}
  • Add "1-Month Volatility" in customized filter in All-in-one Screener and stock summary API.
  • Add "14-Day ATR" in customized filter in All-in-one Screener and stock summary API.

02-25-2022

  • Group membership released

02-24-2022

  • Add "Capex-to-Operating-Cash-Flow" in "Ratio" section for all Templates in 30-y financials, Excel add-in, and All-in-one Screener customized filters.

02-07-2022

  • Add "WACC % (10y High)", "WACC % (10y Low)", "WACC % (10y Median)", "WACC % (5y Median)" in customized filter in All-in-one Screener and stock summary API.

02-01-2022

01-25-2022

01-21-2022

  • Add "Capex-to-Operating-Income" in "Ratio" section for non-financial Templates in 30-y financials, Excel add-in, and All-in-one Screener customized filters.

01-19-2022

  • Added "Number of Employees" filter in all-in-one screener's Fundamental tab, Excel add-in, and user portfolio customized views

12-22-2021

  • New article page is released. New UI design.

11-29-2021

11-18-2021

10-25-2021

  • Added "Screeners" tab with "Value Screens" on Mobile App

10-15-2021

  • Added "Interactive Chart" on stock page on Mobile App

10-01-2021

  • Added "EV-to-FCF" filter/item in all-in-one screener's Valuation Ratio tab, Price tab, Excel add-in, and user portfolio customized views
  • Added "Cash Ratio" in 30-y financials' "Valuation and Quality" section for non-financials companies.
  • Added "Liabilities-to-Assets" in 30-y financials' "Ratios" section for all Templates.

09-27-2021

09-23-2021

  • Added "Latest Earnings Release Date" filter/item in all-in-one screener's Fundamental tab, Customized tab, Excel add-in, and user portfolio customized views
  • Added "Years Of Dividend Increase" filter in all-in-one screener's Dividends tab
  • Added "Shiller PE Ratio Industry Rank", "ROA Industry Rank", etc filters in all-in-one screener's Valuation Rank tab

09-21-2021

  • Added "Margin of Safety % (DCF FCF Based)" filter/item in all-in-one screener's Valuation Ratio tab, Customized tab, Excel add-in, and user portfolio customized views
  • New Guru Summary Page released. We combined the guru sector weightings, profile and last picks page into the new guru summary page, with new design and features.

09-20-2021

09-17-2021

09-09-2021

  • Changed some of the filters' names under All-in-one screener guru tab and rearranged some of the filters

09-05-2021

08-24-2021

08-23-2021

08-22-2021

08-17-2021

  • Added "Tools" submenu to the top menu bar.

08-17-2021

08-17-2021

08-02-2021

  • Added Operating Cash Flow (OCF) Growth Rate related filters/items in all-in-one screener's Growth tab, Customized tab, Excel add-in, and user portfolio customized views

07-29-2021

07-15-2021

  • Starting from today, we'll gradually change the display for PE ratio and PE Ratio without NRI. For companies that has negative earnings, it will display as "At Loss"; for companies that has insufficient data, it will display as "N/A" or "-".

07-13-2021

07-09-2021

07-08-2021

06-14-2021

  • New user settings page released.

06-01-2021

  • Add definition page for operating data.

05-19-2021

  • Add "6-1 Month Momentum %" and "12-1 Month Momentum %" in all-in-one screener price tab and user portfolio customized view.

05-17-2021

  • New data series have beean added to Economic Data, such as Gold prices, Case-Shiller housing index, and the inflation adjusted data for all of those.

05-13-2021

  • Add Quality Rank in all-in-one screener fundametal tab and user portfolio customized view.
  • Remove unused items from user portfolio customized view.

04-23-2021

  • Add Excess CAPE Yield (ECY) in market Shiller P/E page.

04-21-2021

04-19-2021

04-16-2021

04-08-2021

04-01-2021

03-22-2021

03-16-2021

  • Added the "Total Revenue Growth Rate (Future 3Y to 5Y Est)" filter to the Growth tab under Screener pages
  • Rearranged screener filters for Growth tab under Screener pages
  • Added the "Total Revenue Growth Rate (Future 3Y to 5Y Est)" in screener and user portfolio customization feature
  • Added the "Total Revenue Growth Rate (Future 3Y to 5Y Est)" in Excel Add-in, summary api, and analyst_estimate api
  • Added the "Future Revenue Growth Rate" to the Analyst Estimate section in Summary page

02-27-2021

  • Added the "Add to portfolio" button to the Screener pages

02-26-2021

  • Added the Total Assets of Central Bank to the Global Market Valuation page
  • Added modified Buffett-Indicator ratio of each region = GDP / (GDP + Total Assets of Central Bank)

02-17-2021

02-08-2021

  • Add "Issuance of Debt" and "Payments of Debt" in Cashflow Statement in 30-y financials page. Any recent financial API or 30-year financials data changes can be found HERE. Other API or item changes can be found HERE.

01-31-2021

01-26-2021

  • Change "Years Of Dividend Increase" to "Years Of No Dividend Reduction" in All-in-one Screener under Dividend tab

01-22-2021

  • Add new screener filter: "Risk Assessment" under Fundamental tab, in between "GF Valuation" and "Valuation Rank"

01-13-2021

  • For user portfolio Excel import, Limit max number of stocks per portfolio to 25 for free users, Limit max number of stocks per portfolio to 500 for Premium members.

01-12-2021

  • Add new fields: ROCE %, ROCE % (10y High), ROCE % (10y Low), ROCE % (10y Median), ROCE % (5y Median).

01-08-2021

  • Shiller PE is now added to Historical Key Ratio Chart section in Industry Overview page.

01-07-2021

01-05-2021

  • Change "% Shares Held of Company (Buy)" to "Total Buy / Shares Outstanding %" under insider cluster page
  • Change "% Shares Held of Company (Sell)" to "Total Sell / Shares Outstanding %" under insider cluster page

12-30-2020

12-29-2020

  • GF Value chart is added to user's portfolio chart view.

12-28-2020

  • Excel Add-In: change the query limit to 1000 for trial members, both Premium and PremiumPlus.

12-23-2020

  • Change "Continuous dividend increase since" to "No dividend reductions since" under dividend page.

12-17-2020

  • Added paywall for stock summary page. Free users are limited to view 5 stock summary pages per day.
  • Added "Login ReCAPTCHA" requirement if user tries to login multiple times with incorrect username / password.

12-07-2020

12-4-2020

  • Membership Upgrade to PremiumPlus or add regions, use existing user information.

11-17-2020

  • Limit max number of user portfolios to 3 for free users
  • Limit max number of stocks per portfolio to 25 for free users
  • Limit max number of stocks in one user portfolio to 500 stocks for Premium members

11-16-2020

11-1-2020

10-12-2020

10-01-2020

9-15-2020

8-20-2020

7-21-2020

6-26-2020

  • Buffett Indicator page: Implied future market return now based on a 20-year mean
    TMC / GDP ratio reversion instead of reversion to a fixed TMC / GDP ratio of 80%.
  • Shiller PE page: Implied future market return now based on a 20-year mean Shiller PE reversion instead of all-time mean Shiller PE reversion.

10-09-2019

  • Limit max number of customized All-in-one Screener filters to 3 for Premium members
  • Limit max number of customized Chart series to 3 for Premium members
  • Unlimited number of customized Screener filters for Premium Plus members

10-08-2019

08-07-2019

09-13-2018

08-17-2018

07-01-2018

  • India and Pakistan as a Separate Region from Asia
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