GuruFocus Change Log
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
- Screening for preferred stocks is available in All-in-one screener.
- Add "Is Preferred Stock" under the "Fundamental" tab in All-in-one screener.
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
- Customized stock summary view released.
- Stock Comparison Table redesigned.
- Change stock tab name "Analysis" to "Compare"
09-01-2022
- New user API page released.
09-01-2022
- Add "1-Year Maximum Drawdown", "1-Year Semi-Deviation" as customized filter in All-in-one screener .
08-31-2022
- Guru Top 10 Holdings page improved.
- Top 10 Holdings of Gurus page add historical selection.
- Guru Top Holdings Breakdown chart added.
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
- Add "ROCE %", "ROCE % (5y Median)", "ROCE % (10y Median)" under "Fundamental" tab in All-in-one screener and rearrange the layout of All-in-one Screener's Fundamental tab.
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
- Add "Is Closed End Fund" filter under Fundamental tab in All-in-one Screener.
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
- Rearrange the layout of All-in-one Screener's Growth tab for a better user experience.
- Add "Total Debt Growth Rate", "Long-Term Debt Growth Rate" under Growth tab in All-in-one Screener.
- Financial Glossary beta version
- Open non-US stocks to free users. Keep the paywall.
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
- All-In-One screener UI improvement, a new way to modify criteria and a GF Score chart view.
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
- Rearrange the layout of all-in-one screener's Growth tab for better user experience.
04-29-2022
- New GuruFocus Google Sheets Add-on templates added.
- Quick Start Guide
- Stock Summary Template
- 30-year Financials / Historical Charts Template
- DCF Calculator Template
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
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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
- Article page UI changed, homepage article component UI changed.
- Live Q&A page released.
- https://www.gurufocus.com/news/1667006/gurufocus-adds-new-live-qa-tutorial-session-feature
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
- Added "GF Score” filter in all-in-one screener's Fundamental tab, Excel add-in, and user portfolio customized views
- Moved “EPS” and “Book Value per Share” filters in all-in-one screener's Fundamental tab from first column to the bottom of second column
- Moved “Next Earnings Date”, “Most Recent Financial Update” and “Latest Earnings Release Date” filters in all-in-one screener's Fundamental tab from first column to the bottom of third column
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
- Added new versions of the "Industry Overview" and "Economic Indicator" pages.
- https://www.gurufocus.com/news/1628371/new-feature-update-industry-overview-pages
- https://www.gurufocus.com/news/1629520/gurufocus-launches-new-economic-indicators-pages
01-25-2022
- Dashboard is released. Homepage changed to dashboard.
- https://www.gurufocus.com/news/1625810/read
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
- Added date range selector in 30-Y Financial page.
11-18-2021
- Added "All-In-One Screener" on Mobile App
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
- Added "Hot Stocks" on home page on Mobile App
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
- Historical Comparison Table released. Tutorial Article.
08-24-2021
- S&P 500 Aggregated Stats Chart added to Screeners tab.
- https://www.gurufocus.com/news/1508864/new-feature-aggregated-stats-chart
08-23-2021
- Discussion Board released.
- Add definition for technical indicators.
08-22-2021
- Stock Report released as a tab content in stock page.
08-17-2021
- Added "Tools" submenu to the top menu bar.
08-17-2021
- Fund Letters Archive released. Related article.
08-17-2021
- Stock Comparision Table released. Tutorial article.
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
- Added new GURUI industry median function for GuruFocus Excel Add-in
- https://www.gurufocus.com/news/1488269/gurufocus-excel-addin-welcomes-new-gurui-function
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
- Added new "Home" page on Mobile App
07-09-2021
07-08-2021
- New user page released.
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
- Add Earnings Release Date in company's 30-Year financial page and financial api.
04-16-2021
04-08-2021
- Add Capex to Revenue Ratio in company's 30-Year financial page.
04-01-2021
- Add Operating data to company's 30-Year financial page.
03-22-2021
- Change the discount rate in DCF calculation from fixed rate to rounded 10-Year Treasury Constant Maturity Rate plus a 6% risk premium.
- Use 5-year Book Value per share growth rate to calculate growth rate for banks. The growth rate is used in calculating Forward Rate of Return, PEG ratio, Peter Lynch Fair Value and Intrinsic Value: Projected FCF.
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
- New GuruFocus Model Portfolios:
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
- Beneish M-Score manipulator point changed from -2.22 to -1.78.
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
- Added the Total Assets of the Federal Reserve Bank to the Buffett-Indicator calculation
- Modified Buffett-Indicator ratio = Wilshire 5000 Full-Cap Price Index / (sum of Gross Domestic Product and Total Assets of the Federal Reserve Bank)
- https://www.gurufocus.com/news/1307982
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
- Add ROIC and WACC chart to stock summary financial area
- New Premium Guru: Li Lu (Trades, Portfolio)
11-1-2020
10-12-2020
- New feature: All-In-One Screener customized ranking
- All-In-One screener: Changed filter "In S&P 500" to "Index Membership" and added a lot of indices in the filter.
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
8-07-2019
- New Excel Add-in function: GURUE
9-13-2018
8-17-2018
7-01-2018
- India and Pakistan as a Separate Region from Asia