Version History

2026.5

• Added the ability to insert an AI Thesis into a Journal Entry using the toolbar icon provided in the text editor.

2026.4

• Added support for a text editor to the Journal module

• Added the ability to insert a Checklist into a Journal entry.

• Added due-diligence completion percentage (DD%) to Journal > Trades section, reflecting the percentage of checklist items completed for a trade.

• Renamed Note to Entry in Journal module.

• Added the last updated date to the Analysis > Ratings section.

• Updated Revenues and Earnings algorithms in Analysis > Ratings module.

• Added the ability to create a Trigger after creating a Trade in the Journal module.

• Added Analysis button to Journal > Trades section.

• Updated Analysis > Growth definitions for stocks.

2026.3

• Added public Checklists to Journal.

• Added Trigger events to detect when ratings change.

• Updated Journal to periodically refresh while logged in.

• Set the default expiration date for option trades to the 3rd Friday of the month.

• Changed order of Due Diligence and Trade tabs in the Add/Edit Trade dialog.

2026.2

• Added limits to the number of trigger-generated alerts sent per plan.

• Added support for 6-K and 20-F filings to the Analysis > Filings section.

• Updated Analysis > Insiders section to include a link to the SEC document.

• Added Analysts component to Analysis > Ratings section to capture analyst sentiment.

• Updated the Screeners module to automatically execute associated triggers after running a screener.

• Added inline help describing weights and ratings methodology to the Ratings module.

• Updated the Ratings algorithm to use a neutral rating for components that do not have sufficient data available to calculate a rating.

• Added consensus information to Analysis > Overview > Analysts section.

• Updated spider chart in Analysis > Ratings > Overall to round values consistent with other ratings components.

2026.1

• Added ability to export Screener results.

• Added SMA Bullish Crossover, SMA Bearish Crossover, EMA Bullish Crossover, and EMA Bearish Crossover event types.

• Added Dividends chart to Analysis > Charts section.

• Added the ability to specify a target Watchlist when adding a ticker to a Watchlist.

• Removed Actual Earnings and Actual Revenues from the Market > Calendar section.

• Consolidated Screener Ticker Added and Screener Ticker Removed events into a single Screener Results Changed event.

• Changed the default time period for Journal to Max.

• Added limits to messages sent based on plan type.

2025.6

• Redesign of the user interface to improve the user experience.

• Added support for multiple Watchlists.

• Added Watchlist Company Filing, Watchlist Golden Cross, Watchlist Death Cross, Watchlist Target Price Above 52W High, Watchlist Target Price Below 52W Low, Watchlist Target Price Daily Percentage Change, Watchlist Target Price Within 52W High, Watchlist Target Price Within 52W Low, and Watchlist Calendar Event event types to the Triggers module. These event types are raised when any ticker symbol in the desired Watchlist meets the event conditions, eliminating the need to specify separate triggers for each ticker symbol.

• Added a Journal module to assist users in tracking the due diligence (notes and checklists) and performance of trades.

• Added the ability to search tickers by name.

• Updated dividend Screener to ignore tickers that have not paid a recent dividend.

• Updated Screener to ignore tickers that are no longer trading.

• Removed Screener results limit from Free account.

• Updated Calendar Event trigger event to optionally trigger off of any ticker event.

• Removed the Sync button as unnecessary.

• Added Congress section to Analysis module.

• Removed the Deselect button from the Watchlist and added the ability to deselect a ticker by clicking on the ticker.

2025.5

• Added a Congress component to the Market module that tracks recent U.S. House of Representatives and U.S. Senate trading activity.

• Added House Acquisition, House Disposition, Senate Acquisition, and Senate Disposition event types to the Triggers module to receive notifications on congressional trading activity.

• Added ADX Above Limit, ADX Below Limit, EMA Above Limit, and EMA Below Limit event types to the Triggers module to receive notifications on ADX (Average Directional Index) and EMA (Exponential Moving Average) technical indicators.

• Added the Public Screeners component to the Screeners module, providing users with commonly used screening criteria.

2025.4

• Added ability to view earnings transcripts.

• Added ability to obtain AI summaries of earnings transcripts.

• Added several Valuation event types to the Triggers module to receive notifications on common financial ratios.

• Added Price Target Daily Percentage Change event type to the Triggers module.

• Added ability to filter by exchange in the Screeners module.

• Added Cash Flow chart to Stock > Analysis view.

• Added Balance Sheet section to Stock > Analysis > Overview section.

• Various performance and UX enhancements.

2025.3

• Added several performance improvements, significantly reducing application latency.

• Added a Ratings component to the Analysis and Screeners modules that automates the analysis and screening of stocks using a combination of metrics across Value, Revenues, Earnings, Strength, and Momentum criteria.

• Added a chart to the Analysis > Insiders section to visualize insider activity.

• Added support for additional commodities to the Analysis > Commodity module.

• Added support for additional cryptocurrencies to Analysis > Crypto module.

• Added new trigger event types to identify stocks crossing recent 52-week high and 52-week low price targets.

• Added the ability to reset layouts for the Dashboard, Market, and Analysis modules.

2025.2

Initial Release

2025.1

Beta Release