Changelog

  1. v4.5.4

    2025-04-25

    1. AI Summary on Filings and Transcripts

    2. AI Screener Natural Language Search

    3. Various Bug Fixes

  2. v4.5.3

    2025-04-01

    1. Platform updates & optimizations

    2. Platform speed improvements

  3. v4.5.2

    2025-03-11

    1. Demo Videos for Features available in app header.

  4. v4.5.1

    2025-03-11

    1. Major infrastructure upgrades for page speed improvements.

    2. Global ETFs & Mutual Funds

  5. v4.5.0

    2025-02-25

    1. Custom Metrics

    2. Create and track your own created metrics on the company financials page.

  6. v4.4.7

    2025-02-13

    1. Dashboard UI Improvements

  7. v4.4.6

    2025-01-29

    1. Hedge Fund Letters UX Improvements

  8. v4.4.5

    2025-01-27

    1. Improve Metric Search

  9. v4.4.4

    2025-01-15

    1. URL Color Scheme & Language Support in Copilot Embed

    2. Standardized Decimal Alignment

  10. v4.4.3

    2025-01-07

    1. Sticky Headers on Dashboard

    2. Various Bug Fixes

  11. v4.4.2

    2025-01-02

    1. New Stock Lists

  12. v4.4.1

    2024-12-17

    1. Improved Copilot Search

  13. v4.4

    2024-12-10

    1. Copilot Search

    2. Improved Copilot experience (Better table presentation, prompt bar bug fixes)

  14. v4.3.5

    2024-12-09

    1. Improved Price Charts/Daily Charts

  15. v4.3.4

    2024-12-05

    1. Add 3Y CAGR and Actual vs Estimates to Dashboard and Screener

  16. v4.3.3

    2024-11-14

    1. Add Common Size to Segment Tables

  17. v4.3.2

    2024-11-07

    1. Add Common Size to Balance Sheet, Cash Flow, & Income Statement

  18. v4.3.1

    2024-10-22

    1. Resources pages

    2. Global Insider Trades

    3. Stock Lists

  19. v4.3

    2024-10-03

    1. Dashboard Upgrades

    2. Cash Positions

    3. Total Position

    4. Multiple Currencies Supported

    5. Other

    6. Persisting Options in Financials & Charting

    7. Bug Fixes

  20. v4.2

    2024-09-30

    1. Major Improvements in Speed on Company Pages & Dashboard

  21. v4.1.2

    2024-09-20

    1. Ability to Add Secondary Listings to Dashboards

  22. v4.1.1

    2024-09-16

    1. Switch UI for Financials Navigation from Dropdown back to Pills

    2. Minor UI Improvements

  23. v4.1.0

    2024-09-10

    1. ETFs in Dashboard

    2. Bug Fixes/Improvements for V4 Upgrade

  24. v4.0

    2024-09-04

    1. Improved UI/UX Update

    2. To accommodate FinChat's growing feature set, we have redesigned many components across the entire application that will help us scale while keeping the user interface efficient and approachable without losing any powerful functionality.

    4. We understand there may be some changes that you are not familiar with, but the core of the UI remains true and we believe you will appreciate design decisions after becoming more familiar with the new interface. Plus, a new fresh coat of paint is nice on the eyes.

    6. With these changes, FinChat on your mobile phone is finally now both approachable and powerful.

    8. Added Company Overview Page in Analysis

    9. Improved Charting in Analysis

  25. v3.13

    2024-08-07

    1. News in Copilot

  26. v3.12

    2024-07-29

    1. Copilot Now Applies Markdown to Tables & Formulas

  27. v3.11

    2024-07-25

    1. Selected Metrics Table in Company Analysis

  28. v3.10

    2024-07-15

    1. Copilot API

    2. Copilot Embed - AI Generated Company Sample Prompts

    3. Copilot Scores 91% Accuracy in FinanceBench vs. 31% for GPT-4o (w/ Internet Access)

  29. v3.9

    2024-07-08

    1. Global Company Insider Ownership

    2. Global Company Insider Trades

    3. Global Company Fund Ownership

    4. Mutual Funds

  30. v3.8

    2024-06-28

    1. Exchange Traded Funds (ETFs)

  31. v3.7

    2024-06-12

    1. Company Events & Investment Conferences in Copilot

    2. Copilot Auto Scrolls as Message is Typed

    3. Toggle Between Event Types in Investor Relations

    4. Export Investor Relations Transcripts

    5. Bug Fixes

  32. v3.6

    2024-06-10

    1. Support Custom Structured & Unstructured Datasets for Embedded Copilot

  33. v3.5

    2024-06-05

    1. Sell Side Conferences in Investor Relations Tab

    2. Copilot Screening by Sector

  34. v3.4

    2024-05-28

    1. Company Reports & Press Releases in Copilot

    2. Legend Toggles for Min, Max, Average, & Median Charting Lines

    3. Recent Searches in Search

    4. SEO Improvements

  35. v3.3

    2024-05-14

    1. Notifications for Investor Relations Reports, Slide Decks, & Transcripts

    2. Improved Timeliness of Notifications

    3. Earnings Call Card in Copilot

    4. AI Generated Company Sample Prompts

    5. Improved Retrieval Prompts

    6. Improved Speed

  36. v3.2

    2024-05-09

    1. FinChat Notepad

  37. v3.1

    2024-05-06

    1. AI Improvements

    2. Sourcing Back for Transcripts & Filings

    3. Improved Summaries

    4. Improved Speed

    5. Segment Breakdowns for Revenue, Gross Profit, Operating Profit, Net Income, CapEx, & More

    6. Improved UX/UI

    7. Reworked Sample Prompts

    8. Other

    9. Last Data Point Label on Daily Charts

    10. Various Small Bug Patches

  38. v3.0

    2024-04-23

    1. Major AI Improvements

    2. Improved Summaries

    3. Formatting Summaries for Better Readability

    4. Reads Entire Transcripts & Filings in Real-Time

    5. Perfect Recall with an Extended Context Window

    6. Handles Complex Prompts by Pulling from Multiple Sources Simultaneously

    7. Handles Comparisons & Questions on Multiple Companies

    8. Loading Animations

    9. New Charting Features

    10. Improved Export

    11. Export on Every Chart

    12. Improved UX/UI

    13. Improved Performance

    14. Brand Kit Improvements

    15. FinChat Enterprise

    16. Embed now Pre-loaded with Base Financial Data

    17. Other

    18. Fix Brand Kit

    19. Minor Mobile UI Improvements

    20. Various Small Bug Patches

  39. v2.2.1

    2024-04-15

    1. 32 New Growth Metrics (1 Yr, 3 Yr, 5 Yr, & 10 Yr) Added to Screener & Dashboard

  40. v2.2.0

    2024-03-28

    1. AI Screener Improvements

    2. Improved Speed & Quality

    3. Improved Filters with Access to 600+ Financial Line Items & Ratios

    4. Supports Sorting (e.g., Highest Dividend Yield)

    5. Better Refinement with Improved History Retention & Follow Up Suggestions

  41. v2.1.8

    2024-03-25

    1. AI Chat Improved Quality & Speed

    2. AI Chat Foreign Language Improvements

    3. Audio Player Bug Fixes

  42. v2.1.7

    2024-03-21

    1. Earnings Player in Company Header

    2. Earnings Page Speed Improved

  43. v2.1.6

    2024-03-14

    1. Control Number of Screener Results

    2. Pro Users Can Add 250 Stocks to Dashboard

  44. v2.1.5

    2024-03-14

    1. Auto Generated Transcripts for Company Events

  45. v2.1.4

    2024-03-11

    1. Estimates Revision Trends

    2. Price Target Revisions

  46. v2.1.3

    2024-03-05

    1. Company Analysis Page

    2. Analyst Estimates in Financials

    3. Stack Bar Charts

    4. Toggle Separate Y-Axes

    5. Add Company to Dashboard Button

    6. Total % Change in Legend

    7. Company Header Redesign

    8. Audio Player Persists Throughout App

    9. Text Align Options on Transcripts

    10. Bug Fixes

  47. v2.1.2

    2024-03-02

    1. Pre Market & After Hours Prices in Dashboard & Company Analysis

    2. PEG Ratio in Dashboard, Screener, & Company Analysis

  48. v2.1.1

    2024-02-23

    1. Dashboard & Screener Metrics Expansion

    2. Margins & Return Ratios 3Y, 5Y, & 10Y Averages

    3. Earnings Date

    4. Portfolio Industry Breakdown Pie Chart

  49. v2.1

    2024-02-22

    1. Earning Call Transcripts & Company Events Available Immediately After Conclusion

    2. Earnings Call Audio Player

    3. Investor Relations Slide Decks

    4. Investor Relations Reports

  50. v2.0.5

    2024-02-16

    1. Duplicate Tabs Feature in Dashboard, Charting, Screener, & Financial Modelling

    2. Real-Time Prices in Dashboard

  51. v2.0.4

    2024-01-25

    1. Earnings Calendar Improvements

    2. Improved Date Accuracy

    3. Improved Coverage

    4. Added Time of Day

  52. v2.0.3

    2024-01-24

    1. Financial Health Ratios on Company Fundamentals Card

    2. Bug Fixes

  53. v2.0.2

    2024-01-20

    1. Launch of FinChat Enterprise

    2. PDF Upload Limits Raised to 10,000 Pages per Day

  54. v2.0.1

    2023-12-08

    1. Fundamental Charting Improvements

    2. Timeline Drag

    3. % Chg. Toggle

    4. CAGR in Legend

    5. Fiscal Dates in Chart Tooltip

    6. Index Datasets to 0%

    7. Stack Bar Charts

    8. Toggle Separate Y-Axes

    9. 3Yr Forward Valuation Ratios in Table

    10. Bug Fixes

  55. v2.0

    2023-11-29

    1. Merge with Stratosphere.io

    2. Data on 100,000+ Public Companies Globally

    3. Added Terminal Interface

    4. Dark & Light Mode Toggle

    5. UI/UX Improvements

    6. Dashboard

    7. Portfolio Statistics

    8. Portfolio Notifications

    9. Customized Charting

    10. Customized Comparisons

    11. Customized Screening

    12. Filings Viewer

    13. Ownership Data

    14. Dividend Data

    15. Earnings Calendar

    16. Hedge Fund Letters

    17. Super Investors

    18. Combined Segments, KPIs, Financials & Ratios

  56. v1.6.1

    2023-11-13

    1. Improved Summaries

    2. Improved Speed

  57. v1.6

    2023-09-21

    1. Upload Custom Datasets - PDFs (Plus Users)

  58. v1.5.4

    2023-09-19

    1. Share Chat Links

  59. v1.5.3

    2023-08-25

    1. Improved Summaries for General Questions

    2. Improved Follow-up Suggestions

    3. Improved Speed

  60. v1.5.2

    2023-07-21

    1. Build Custom DCF Models

    2. Improved Speed

    3. Improved Relevance of Data Sources Surfaced

    4. 3Y Forward Valuation Ratios

  61. v1.5.1

    2023-07-18

    1. Forward & Trailing Valuation Ratios Daily

    2. Market Cap & Enterprise Value Daily

    3. Build Custom Industry Peers Comparisons

  62. v1.5

    2023-07-13

    1. Data on 50,000+ Public Companies Globally

    2. Analyst Buy/Sell/Hold Consensus Ratings

    3. Analyst Estimates for 25+ Metrics

    4. 200+ Financial Metrics

    5. Build Custom Screens Through Text Prompts

    6. Improved Speed

    7. Improved AI powered Summaries

  63. v1.4.4

    2023-06-11

    1. Improved Speed

  64. v1.4.3

    2023-06-08

    1. API Launch

    2. Launch Generative AI Inside of Your Financial Application

  65. v1.4.2

    2023-05-26

    1. Follow-up Suggestions

    2. Prompt Examples

  66. v1.4.1

    2023-05-22

    1. Improved Summaries

    2. Bookmark Chats

    3. Delete Multiple Chats

  67. v1.4

    2023-05-18

    1. Screen for 40K+ companies (Plus Users)

    2. Improved Fully Conversational with GPT-4

    3. Improved Charts

  68. v1.3.2

    2023-05-012

    1. Gross Profit, Operating Profit, Net Income & CapEx Segments Breakdowns

    2. Stacked & Grouped Bar Graphs for Segments

  69. v1.3.1

    2023-05-05

    1. U.S. Macroeconomic Indicators

    2. ETF Holdings

    3. Country, Sector & Industry Breakdowns for Investors & ETFs

    4. Analyst Price Targets

    5. Currency Conversion Toggle

    6. UI Improvements

  70. v1.3

    2023-05-01

    1. Fully Conversational (Rolled Out to Plus Users First)

    2. Regenerate Response Option

    3. Stop Generating Option

    4. Flag Helpful/Unhelpful Responses

    5. Improved Summaries

    6. UI Improvements

  71. v1.2

    2023-04-26

    1. Analyst Estimates

    2. Stock Prices

    3. Revenue Segments Visualizations

    4. Graphs for Financials, Ratios, Segments & KPIs

    5. Company Major Shareholders

    6. Data Updating Faster

    7. Improved Speed

    8. Better Summaries

  72. v1.1

    2023-04-20

    1. 750 Companies

    2. Segments & KPIs

    3. Financials & Ratios

    4. Earnings Call Transcripts

    5. Annual & Quarterly Reports

    6. Trained on Curated Hedge Fund Letters & Investing Classics

    7. 13F Superinvestor Holdings

    8. 10 prompts for Free, 50 prompts for $20/mo on Plus Plan