What’s New

Everything we’ve shipped recently. Updated whenever something new goes live.

ImprovedOctober 17, 2026

Keep the full trading day in view

Your dashboard watchlist now defaults to Regular, keeping the day’s gain or loss visible after the close and over the weekend. Choose pre-market or after-hours prices when you want them; your manual selection is remembered.

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ImprovedOctober 16, 2026

See more of your dashboard at a glance

A compact market summary and AI Stock Ratings strip leave more room for your watchlist, charts and news. Company logos and scores stay prominent, and Details opens the full market explanation and data timing.

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NewOctober 16, 2026

Keep your original canvas and follow live data

Connected canvases can refresh their charts and calculations while you view them, preserving the same design and controls. Switch back to Original snapshot to see the values captured when it was created. Source dates stay visible, and updates pause while the canvas is hidden.

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ImprovedOctober 16, 2026

See the numbers behind every AI Stock Rating

Compare companies on a transparent 1–99 scale using earnings, price strength, sales and profitability, volume flow and sector strength. Find leading companies on the homepage and at the top of your dashboard, recognize them by their logos, inspect the inputs, compare three companies and see why incomplete data leaves a company unrated. The top 10 are free; Gold unlocks the full list.

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ImprovedOctober 16, 2026

More room for your AI canvas

Build complete visual dashboards with less repeated chart code. Charts keep a small Stock Alarm credit in the lower-right corner, clearer spacing, and readable sizing on phones. If your AI reaches a response limit, completed research stays available to continue.

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ImprovedOctober 13, 2026

AI Stock Ratings now include our AI's company review

Every AI Rating now blends six market and financial factors with our AI's review of the company - business progress, expectations and valuation. The review counts for 20% of the rating and appears as its own column, so you can see how much it moved each stock.

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ImprovedOctober 12, 2026

Explore company financials with one click

Browse income statements, cash flow, balance sheets, valuation, ratios and more beside your chart. Switch metrics or add comparisons while keeping your company, time range and reporting period.

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ImprovedOctober 11, 2026

Compare revenue with stock price clearly

Add or remove the historical price line with one switch. Annual revenue bars stay readable alongside daily prices, and clearer chart controls fit compact desktop screens.

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NewOctober 11, 2026

Add company logos to your charts

Choose a company logo in Chart Studio and keep it on shared charts and downloaded images.

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ImprovedOctober 11, 2026

Find familiar tickers sooner

Matching catalog tickers appear as you type, while the full search continues in the background. Select a match right away on desktop or phone; results from an older query no longer replace your current search.

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ImprovedOctober 8, 2026

Read the market regime at a glance

See the index trend alongside the share of stocks participating. Clearer map labels explain each axis, and selecting an index or sector keeps its moving-average distances and quote link visible on desktop and phone.

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ImprovedOctober 8, 2026

A status page that shows what is actually happening

The status page now reads live checks instead of a fixed list. See which markets are updating right now and which are closed, how quickly alerts went out today, and when news, the screener and charts were last refreshed. If something is delayed, it says so.

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ImprovedOctober 8, 2026

Share an analysis and make it your own

Return to a published Canvas and copy its public link immediately. Anyone with the link can read the analysis without signing in, pass it along, or bring a question into their own private copy. Your question stays with you through login, and the original stays unchanged.

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NewOctober 7, 2026

A trading chart that shows what happened and where your alerts sit

The Chart tab on every stock is now a full trading chart. Drag to move through history, scroll to zoom, and read exact prices and dates from the crosshair. Insider filings, analyst moves, press releases and our signals appear as dots under the day they happened, with the details on hover and in a table below. Your price alerts are drawn as lines on the chart, and the last bar follows the live price while the market is open.

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ImprovedOctober 4, 2026

Switch your AI without losing your place

See which AI is connected and choose another when you reach a limit. Clear setup steps guide the switch while keeping your draft and saved chat in place.

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NewOctober 4, 2026

Plan for your family and college goals

Open My finances in the main menu for family goals and personal income and spending. Tell your connected AI about your family, then review and save a plan. Track each child’s college goals, 529s and other education savings, with clear assumptions, funding gaps and monthly savings targets alongside your personal finances.

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ImprovedOctober 4, 2026

See the data behind your AI’s answers

Open saved source values and their dates beneath an answer. Figure checks show which numbers match the saved inputs and which need attention, with missing data and unchecked claims made clear. Checks cover the listed figures, not every AI conclusion.

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NewOctober 4, 2026

Bring your spending and investments together

Choose My finances or Advisor practice when you start. Save your income, spending target, assets and debts, review monthly totals from transaction files, and discuss your saved financial picture with your connected AI alongside your investment accounts.

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ImprovedOctober 4, 2026

A simpler way to connect your AI

Setup now guides you one step at a time, with clearer instructions for your computer and help when you need it. Your unfinished message stays in place while you connect.

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ImprovedOctober 4, 2026

Clearer dashboard news updates

Top Stories stays visible when news updates are delayed, with a clear status and a Retry button. Recent headlines stay available during a temporary interruption, while expired stories are removed.

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ImprovedOctober 3, 2026

Connect your AI with clearer guidance

See what to install before connecting, copy a fresh setup command, and get useful recovery steps if your AI cannot answer. Connection setup now has more room on phones and keeps your draft when you close it.

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NewOctober 3, 2026

A workspace for your own finances

Choose My finances in Advisor to bring your investment accounts together, save your goal and prepare your next review. Your AI conversations follow the account you select, with your holdings, goal and follow-ups available to your connected AI.

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ImprovedOctober 3, 2026

Connect your AI with clearer feedback

Setup confirms your chat connection before saying it is ready. Copying an expired setup command refreshes it automatically, and browsers that block copying now show a manual option. Questions saved before you connect stay waiting for your AI.

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ImprovedOctober 3, 2026

Know when your AI is ready to answer

Questions saved while your AI is disconnected now stay visibly waiting. Reconnect right beside your message without losing your draft, and see when your AI has actually started working.

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NewOctober 2, 2026

Put your logo on your charts

Upload your logo in Account and it appears on your charts, image downloads and the AI research you share, with a small Stock Alarm credit beside it.

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NewOctober 2, 2026

Research, written with AI

A new Research page collects market notes built with AI from live Stock Alarm data, each with its charts and key numbers.

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NewSeptember 30, 2026

Ask your AI about your own files

Attach statements, spreadsheets, images or notes in the dashboard and advisor AI chats. Your connected AI can read up to five files per message, and earlier files stay available when you return to the conversation.

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ImprovedSeptember 30, 2026

A clear path to your first advisory client

An empty advisor workspace now guides you through naming your firm, reviewing a holdings import and preparing your first client review. Saved firm details carry into new communication drafts while preserving any changes you make.

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NewSeptember 30, 2026

Follow crypto supply across assets and networks

The crypto section now includes Capital & networks. Compare dollar-pegged stablecoin supply changes, see where each asset circulates, and explore network DeFi value and stablecoin composition. Search, filter, export the numbers, and keep a selected asset or network in a shareable link.

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ImprovedSeptember 29, 2026

Chart returns and AI reports now give the same number

A 1M, 3M, 6M, YTD, 1Y or 5Y return on a quote chart now starts from the last close on or before the same day one period ago, the standard way returns are measured. Reports your AI builds use the same rule and print the start and end dates and prices for every figure, so any number in a report can be checked against the chart.

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NewSeptember 29, 2026

See how your AI got its answer, and take the numbers to Excel

On the dashboard AI tab, each step your AI takes now appears as it works, and every answer lists the Stock Alarm pages that show the same data, so you can check any number in one click. Download any page’s tables as an Excel file with real numbers you can sort and chart. New chats also offer ready-made workflows: a stock one-pager, earnings comp, earnings prep, your holdings today, a client meeting brief, a market wrap and a macro dashboard.

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ImprovedSeptember 29, 2026

Connect your AI with one paste

On the dashboard AI tab, click Connect your AI, then Get my command, and paste it into Terminal or PowerShell. That is the whole setup: no keys to copy. Reconnecting later is one short command, shown right there.

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NewSeptember 28, 2026

Stock Alarm in your terminal

Install Stock Alarm on your computer with one line, then type stockalarm to open a live session. Check quotes, movers, news, earnings, your alerts and your watchlist, or ask a question in plain words and your own AI plan answers with live Stock Alarm data. Works on Mac, Windows and Linux, and nothing else needs to be installed.

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NewSeptember 28, 2026

Use the AI you already have, right on your dashboard

Connect the AI assistant you already use to your Stock Alarm account, then open the AI tab on your dashboard and ask for any analysis in plain words. It builds charts, tables and reports from live Stock Alarm data and runs on your own plan. Open the AI tab to bring your question.

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NewSeptember 27, 2026

Know exactly how fresh every page is

Every major page now shows when its data was last updated and how often it refreshes. Economic pages also name the agency that publishes the data, and filing pages show the date of the newest filing. If data ever runs later than its schedule, the page says so. Follow "About this data" for every schedule.

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ImprovedSeptember 26, 2026

See what is driving the crypto market

Research crypto with streaming prices, open interest, funding, liquidity and liquidation history in one workspace. Compare trading venues and estimated price impact, explore Bitcoin and Ethereum options volatility, and set a price alert from the chart. Source times, units and missing data stay visible.

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ImprovedSeptember 26, 2026

Catch visual problems before saving research

Your coding agent can preview a research file at desktop and phone widths, inspect screenshots, and find clipped labels, overlapping chart text and rendering errors before saving. Financial figures and calculations still need their own source checks.

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ImprovedSeptember 26, 2026

Financial charts and tables that work together

Your coding agent can build research with coordinated charts, searchable financial tables and three color palettes in light or dark styles. Filter the table to inspect the same observations across your charts, with source dates, currencies and missing values kept clear.

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ImprovedSeptember 26, 2026

A clearer path from custodian files to client holdings

Choose your custodian for export guidance, download a blank spreadsheet template, and review separate accounts with their share counts and cost basis before saving.

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ImprovedSeptember 26, 2026

Cleaner charts, with events when you want them

Chart Studio has a refined blue and coral palette, lighter gridlines, clearer legends and matching value labels across light and dark styles. Company events start off; turn them on to explore dated earnings, dividends and splits with details that work on desktop and phone.

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ImprovedSeptember 26, 2026

Bring clearer reports to client meetings

Client reviews, proposals and security fact sheets now share cleaner typography, aligned financial tables and more consistent print layouts. Long holdings schedules retain their column headings, related notes stay together, and fund fact sheets show complete sector exposure and correctly formatted expenses. Previously issued reports remain unchanged.

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NewSeptember 26, 2026

Start a market update with dated sources

Turn the latest available benchmark ETF quotes into an editable message. Check prices, moving averages and their dates, choose your audience, and keep the original figures alongside the reviewed campaign.

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NewSeptember 26, 2026

Keep client meetings and communications connected

Prepare a client meeting from your holdings and open commitments, keep the supporting snapshot, and turn decisions into follow-ups. Reschedule or cancel meetings and keep a private calendar copy. Reuse your firm’s saved marketing playbooks, choose an audience and channel, record your review, and download the reviewed version while keeping earlier versions available.

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NewSeptember 26, 2026

Keep the research you create with your agent

Chat with your coding agent to create and refine financial visuals, then save the finished file to Research Canvas when you want to keep it. Copy the getting-started instructions and an example prompt directly from the page. Open saved work and choose Continue in your agent to pick up where you left off, including in a new conversation. Keep updating the same work or download the original file.

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ImprovedSeptember 26, 2026

A clearer path to Pro

Your monthly or annual selection follows you through signup and sign-in. Trial terms and yearly billing are clearer on your phone, and activation shows its real status with a retry when needed.

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ImprovedSeptember 26, 2026

A steadier Cockpit stock list

Stocks open directly in market-cap order, and company details follow your selection. Sorting keeps the company you picked selected as you browse.

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ImprovedSeptember 26, 2026

Market Feed appears with its latest events

The feed shows its existing events as the page opens, with live updates and your saved filters ready to follow. Links to a person’s activity keep that feed focused on the selected name.

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ImprovedSeptember 26, 2026

A steadier portfolio and quicker alert history

Portfolio totals keep their place as live prices arrive, including short positions. Signal History opens with its navigation ready and shows your saved notifications without waiting for the rest of your profile.

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ImprovedSeptember 26, 2026

Market momentum opens with its data

The market map, sector breadth and return columns appear together on arrival. Prices continue to update live, with the same chart and timeframe controls.

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ImprovedSeptember 26, 2026

Smoother analyst browsing

Browse analyst ratings a page at a time while filtering and sorting across every stock. Phone pagination controls stay readable, and support chat leaves the bottom navigation and market controls clear.

ImprovedSeptember 26, 2026

Read articles and pricing sooner

Research articles and their featured cover appear with the page. Public pricing is visible while your account loads, with checkout available once your membership check finishes.

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ImprovedSeptember 26, 2026

A steadier start to your research

The screener opens with its first results already on the page. Sector filters, sorting and result counts are more reliable. Quote charts keep their space while loading, and controls stay readable on smaller phones.

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ImprovedSeptember 25, 2026

Choose how each metric appears in Chart Studio

Price, revenue and valuation ratios get their own readable scales. Color-matched markers show the latest plotted values beside each scale, with details on hover. Line, bar and area controls work across every selected metric, and point labels stay readable over crossing lines. Auto draws revenue as bars and price and P/E as lines. Choose a different chart type for each metric, with Stock Alarm blue and restrained coral accents that stay readable in light and dark mode. Explain uses your chart’s numbers and dates.

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ImprovedSeptember 25, 2026

A clearer dashboard, with more room for the market

Charts and news sit higher on the page, with fewer repeated labels and quieter supporting text. The market summary shows the verdict and one key reason; open Details for the full breakdown. Your alert history is a short link beneath your watchlist. Headlines appear with the page, and navigation controls stay visible on small screens.

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NewSeptember 24, 2026

See your alerts right on the stock chart

Your active price alerts now show on every stock's chart, the same way they do in the app: a dashed line at each alert price with a bell tag, green for alerts above the price and red for below. Daily percent-move alerts show both edges of the move. An alert far from the current price sits at the top or bottom of the chart with an arrow, so it never squashes the chart.

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NewSeptember 22, 2026

Market Radar: which top story names a public company, and whether the market has caught up

Every top story that names a public company is read as it lands: is the company the subject, what kind of development, which trend, and whether the public can watch adoption. A pass opens a watch that is tracked day by day: price since the story, analyst moves, follow-on coverage, and a digested meter that closes the watch when the market has absorbed it.

NewSeptember 18, 2026

Analyst ratings get their own tab

Every stock now has an Analysts tab: the consensus rating and average target, the price against that target over time, how the mix of buy, hold and sell ratings has shifted month by month, and every broker's latest rating and target in one table. Forward earnings and revenue estimates now live on the Earnings tab.

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ImprovedSeptember 17, 2026

Client reports with a clearer story

Open each review with the portfolio context, your recommendation and concrete next steps. Writing prompts and a preparation checklist help you build the narrative, while cleaner navigation and compact tables keep daily client work in view.

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ImprovedSeptember 17, 2026

Manage households and accounts in place

Add a named household or investment account without importing a statement. Rename records, edit account details and remove accounts with clear confirmations. Restore deleted households from Clients; saved reports remain available.

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ImprovedSeptember 17, 2026

A more focused advisor workspace

Client holdings and daily work are easier to reach, with clearer navigation, searchable prospects and report archives, and roomier analysis tables. Prepare and preview reports on your phone, and present polished client PDFs with consistent headings, financial tables and disclosures.

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ImprovedSeptember 17, 2026

A clearer company overview on every screen

Company metrics and analyst targets stay together on large monitors. News follows your alerts, with a compact company profile and expandable leadership. On phones, news appears before the longer trading statistics.

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NewSeptember 17, 2026

Keep client reports and follow-ups together

Prepare client review and prospect proposal packs, save drafts, and retain issued PDFs as new versions are prepared. Track prospects through onboarding, and keep tasks, meeting notes and report follow-ups together in your advisor workspace.

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ImprovedSeptember 17, 2026

Chart controls in plain sight

Choose timeframes, Indexed, YoY and other value modes directly below your chart. Every option is visible, with controls that wrap on phones and stay out of saved images.

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ImprovedSeptember 16, 2026

Market news where you can see it

Top Stories now sits beside the dashboard charts, with readable headlines, timestamps and outlet counts. Expand the list for more stories. Your watchlist, Market Map, sectors and movers remain together, and news appears before the stacked charts on phones.

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ImprovedSeptember 16, 2026

Charts that save the way you designed them

Download charts with readable titles, complete latest values and clean legends in the image size you choose. Year and value controls stay below the chart. Saved charts retain your formatting, dates and notes, with a direct link to reopen them in Collections.

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ImprovedSeptember 16, 2026

Clearer chart comparisons and controls

Compare performance over the dates you selected, with clearer percentage changes and consistent latest values. Timeframe and value controls now sit beside the chart title, phone charts have more room, and quarterly and trailing-year labels are easier to read.

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ImprovedSeptember 16, 2026

See the latest value beside a company’s history

Fundamental charts now show the current market cap and valuation multiples, or the latest reported financial result with its date. Historical bars keep their original values, and the latest-value summary stays visible as you change the chart’s date range.

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ImprovedSeptember 15, 2026

Clearer, more consistent company research

Quotes, financial metrics, charts and Notebook now share consistent fonts within your chosen theme. Chart labels and controls are easier to read, and the chart setup fits neatly on phones.

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ImprovedSeptember 15, 2026

Go deeper from any company snapshot

Click revenue, P/E, price-to-sales and other supported metrics to explore their history. Fundamental charts now open above the fold on desktop and phones, and Earnings, Fair Value and Peers are one tap away from the company page. The market-trend strip has a quieter, neutral appearance.

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ImprovedSeptember 15, 2026

One price for the web and the app: $20 a month or $168 a year

Stock Alarm Pro on the web now costs the same as the app, and one membership covers both: the web terminal and the Stock Alarm app on iPhone and Android, same login, same alerts. Start with a free account and three alerts, then try Pro free for 7 days.

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ImprovedSeptember 14, 2026

Charts stay readable on wide monitors

On large screens the stock overview chart now keeps a fixed, readable width instead of stretching across the whole display, and the analyst, key metrics and stats cards use the room beside it. On desktop the chart is also taller, and on phones the chart header no longer wraps, so the chart sits higher on the screen.

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ImprovedSeptember 13, 2026

Bring your full research library to your AI assistant

Your connected assistant can discover prices, financials, economic history, signals and saved research in one place. Read complete reports and transcripts, follow historical records, and use your own portfolios and advisor data. Alert proposals still wait for your approval.

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ImprovedSeptember 10, 2026

Set an alert in one simple form

Start with Above, Below or a percentage move, enter your value, review delivery and save. Advanced alerts are grouped and searchable, and your entries stay in place when you go back or change delivery settings. The compact editor works on desktop and phone.

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NewSeptember 9, 2026

Try your first stock before signing up

Search a stock on the homepage and switch between price history, trailing 12-month revenue with growth, and a Treasury yield chart. Explore sourced news, choose the price you want to watch, then carry that selection into your account and confirm your alert.

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ImprovedSeptember 9, 2026

Earnings Insight retired

We retired the S&P 500 aggregate earnings page after a data-quality review. Existing links now open the Earnings Calendar, where you can continue researching individual company reports and estimates.

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ImprovedSeptember 9, 2026

Find the research behind a stock move

Quote pages put Overview, Fundamentals, Financials, Activity and Notebook one tap away, with the deeper tools in All research. Ask why a stock is moving to see dated price comparisons, source links and what remains uncertain, then open your alert controls directly from the answer. On phones, the price stays together and the chart stays clear of the alert controls.

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ImprovedSeptember 8, 2026

See what fired and manage your alerts more easily

Your dashboard now shows recent alert activity by symbol, with the recorded time, condition and a direct link to the stock. On your phone, Watchlist & Alerts keeps the price, condition, distance and Manage button together in a readable row. Portfolio monitoring takes less space, and alert conditions stay readable when you open Manage.

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ImprovedAugust 31, 2026

Economy charts are easier to read on phone and desktop

The main economy indicator charts now keep their full history readable instead of compressing repeated dates into a cramped line. The chart area is larger on mobile, the date labels are spaced out, and each view shows the source, update frequency, units, latest observation date, and when the snapshot was last updated.

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ImprovedAugust 28, 2026

Charts: choose how many value labels you want

Value labels used to be all or nothing, and on a chart with a lot of history "all" meant numbers printed on top of each other. You can now pick Last for a single figure at the end of each line — the number the chart is usually about — or Auto, which labels every point when they fit and spaces them out when they do not. The newest value is always labeled, whichever setting you choose.

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NewAugust 26, 2026

Market Reads: three market notes a day, written around what the session is about

A Morning Read at 9:00 ET with the 8:30 prints in, a Midday Read at noon, and a Closing Read at 4:30 ET. Each one is written from live data around the two to four themes that explain the session: what changed against expectations, where the market sits against its 50- and 200-day averages and its highs, which sectors are leading, and the names in play with the reason behind each move. Charts illustrate the themes, every figure cites its dataset, and the tables sit at the end for anyone who wants the numbers. Each note is shown only while it is current; older notes stay in the archive.

ImprovedAugust 20, 2026

The advisor overview opens on a real household, analysed live

The Advisor Suite page now starts with a sample household priced on live quotes - ten positions with weight, price and day move, the allocation across funds and sectors, and the review flags an advisor would act on, such as a single stock above 10% of the household. One click opens that same household in Holdings X-Ray or the client report, and a brand-new account is offered it automatically so the first visit to either tool is a working screen. Import your own statement whenever you are ready.

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ImprovedAugust 20, 2026

Crisper market overview charts on the dashboard

The S&P 500, NASDAQ, and RUSSELL cards at the top of the dashboard now draw a clean line with a soft fill instead of candles, in colours that match whichever theme you use. The chart still fills in left to right as the trading day unfolds, with a dashed rule at the prior close so you can see at a glance where the day stands. Move your pointer across a card to read the exact time, price, and change at any point in the session.

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ImprovedAugust 19, 2026

The research notebook grew up

The one-page research note on every stock now reads like a professional memo: proper editorial type, a clean outlook table, and calm annotations - same thesis, drivers, snapshot, and chart as before, on the same sheet of paper. The PNG and PDF downloads carry the new look too.

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ImprovedAugust 19, 2026

Cleaner, easier-to-read stock charts

Stock pages now open with a clean line chart (candles are one click away in the Style menu). The price axis uses round numbers you can actually hold - 275, 300, 325 - instead of arbitrary decimals, the line runs right up to its live price tag with no dead space, and the grid keeps only the horizontal lines that mark those round prices. Same data, much faster to read.

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ImprovedAugust 19, 2026

Search from anywhere, and one-tap alerts that survive sign-in

Press Cmd+K (Ctrl+K on Windows) on any page to jump straight to the ticker search - the box now shows the shortcut. The one-tap move alerts on every stock page are clearer too: the label now says these fire any day the stock moves that much, not just once. And if you tap one before signing in, we finish setting it up for you the moment you are in - no need to find the button again.

NewAugust 19, 2026

New Clean theme: a calm, paper-and-ink way to read the market

A fourth look joins Light, Dark, and Terminal - and it is now the default. Clean puts the whole app on a warm ivory background with crisp ink text, squared corners, and softer green and red signals - built for long reading sessions where you want the numbers, not the glow. Your existing theme choice is untouched; switch any time from the theme button in the header or from your account settings, and every chart, table, and heatmap follows along.

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ImprovedAugust 18, 2026

Value a stock on its sales, not just its earnings

The Fair Value tab now has a second lens: price to sales. One click switches the chart to compare the price against what the market has typically paid for each dollar of this company's revenue, extended forward with analyst revenue estimates - the go-to view for companies whose earnings are noisy or temporarily depressed. Share counts are handled properly, so buybacks and splits never distort the history, and the same per-year table shows revenue per share with estimates alongside the price range and dividends.

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NewAugust 18, 2026

See instantly whether a stock is overvalued or undervalued

Every stock page now has a Fair Value tab that answers one question at a glance: is the price above or below what the earnings justify? A twenty-year chart draws the monthly price against a fair value line built from the company's real earnings power, extends it forward with analyst estimates, and shades the zone where the price would be a bargain. Above the chart, a plain verdict - overvalued, undervalued, or fairly valued - with exactly how far the price sits from fair value today, plus the multiple investors have typically paid for this company over the years. Highly cyclical names are flagged so you know when to lean on the chart less.

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ImprovedAugust 9, 2026

Charts pick the right shape for what you are charting

Add revenue to a chart and it draws as bars, because revenue is an amount earned in a period, not a value that exists between the points. Add a stock price and it draws as a line. Net income, cash flow, capital spending, dividends, earnings per share and analyst estimates all open as bars; prices, market cap, margins, growth rates, valuation ratios and economic indicators open as lines. Mix them and each series keeps its own shape - a price line reads on top of revenue bars. You can still switch to Line, Bar or Area anytime, and once you pick one it stays picked. The metric search also says what it holds: any of 200+ company metrics or the full economic catalog, from one box.

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ImprovedAugust 8, 2026

The screener is one simple screen now

No more choosing between a basic view that could not filter and an advanced one that buried the table under six rows of controls. There is just one screener: pick your universe and a ready-made screen from the top bar, then narrow with the filter row that is always right there - sector, market cap, trend, strength, RSI, volume flow, revenue growth, margin, and about forty more behind More. Whatever you have applied shows as tags you can clear one at a time, so you always know what you are looking at. Everything the screener could do before, it still does - it just takes far less clicking to get there, on desktop and phone.

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ImprovedAugust 5, 2026

The Advisor Suite is now one focused workflow

The advisor tools are now a single flow: import a client statement, see the household as accounts and lots, analyze it with live prices and real sector data, run the ETF look-through X-Ray, and print the client report - with the client name filled in for you. Imported accounts now appear in every analysis tool automatically, and your event alerts cover every holding across your client households, so filings, insider activity, analyst moves, and earnings on any client position reach you the moment they hit the tape.

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NewAugust 4, 2026

Every stock page now has a live Stream tab

Open any stock and tap Stream to see everything happening to that company as it lands: earnings results, insider buys and sells, analyst upgrades and downgrades, congressional trades, SEC filings, trend changes, and unusual-activity signals - each with a link to the original source. It is the fastest way to answer "what is going on with this stock" without leaving the page.

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NewAugust 4, 2026

See every company behind the S&P 500 earnings numbers

The S&P 500 Earnings Insight page now breaks the index down company by company: all ~500 members with actual vs expected earnings, surprise, year-over-year growth, and how much each company contributed to the index growth number. Search, filter by sector or reporting status, and sort any column to find the real drivers of the quarter.

NewAugust 4, 2026

Import a statement and your portfolio builds itself

Uploading a brokerage statement now builds your portfolio automatically: the positions land in My Portfolio the moment the import finishes, with cost basis carried over.

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ImprovedAugust 4, 2026

One rating everywhere: the AI Stock Rating

Every stock now carries a single AI Stock Rating (0-100) that is identical across the whole platform — the rankings pages, the dashboard, the chart cockpit, and the AI assistant all show the same number. The score blends six clearly named factors: Strength (26-week relative strength), Quality, Growth, Value, Technical, and Flow, each visible as its own sub-score so you can see exactly why a stock rates the way it does. Relative strength now reads as a simple 0-100 Strength percentile everywhere too.

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NewAugust 3, 2026

Compare economic indicators on one chart

Economic series pages now let you add up to four indicators to the same chart. The comparison view indexes each series to 100, so rates, prices, starts, permits, inflation, and other mixed-unit data can be compared cleanly without fighting multiple scales.

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NewJuly 29, 2026

New: earnings results live on the Earnings page — minutes after companies report

The Earnings page now has a Results view alongside the calendar. During earnings season it fills in as companies report: EPS and revenue against expectations, a beat or miss at a glance, and how the stock is reacting — usually within minutes of the official filing. Scroll back through the whole season day by day, or watch tonight's reports arrive live. The week board stays front and center, with a pulse on the Results tab whenever reports are coming in.

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NewJuly 22, 2026

New: screen every US ETF and mutual fund by fees, yield and returns

The new fund screener covers 9,000+ US-listed ETFs and mutual funds with the numbers that actually decide a fund purchase: expense ratio, assets under management, dividend yield, holdings count and returns from one day to five years. Filter by asset class, cap the fees, set a minimum yield, and sort any column. Fund data refreshes nightly and the largest funds carry live prices.

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NewJuly 21, 2026

Search for people, not just tickers

The search bar now finds people: famous investors open their full portfolio, and executives like Elon Musk, members of Congress and analyst firms open a personal page with everything they have done on the tape, plus their all-time SEC insider filing history. Follow anyone and their new trades, ratings and filings land in your alerts and email.

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NewJuly 18, 2026

The feed now notices patterns for you

Smart signals detect what a person would spot by watching all week: several insiders selling the same stock, waves of downgrades, or a trend flip landing alongside insider selling. Every signal shows exactly why it fired, and you can follow them like any other event — on the feed and in your alerts.

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NewJuly 17, 2026

Your event alerts now land in the notification bell

Every event alert now shows up in the notification bell at the top of the page, right next to your price alarms — not just email. Plus a ★ Following filter on the feed to see only your names, and a Following page to manage everything you watch.

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ImprovedJuly 17, 2026

Choose how sensitive your event alerts are

A sensitivity slider on every event alert: Everything, Highlights (the same bar as the feed’s Notable badge), or Major only — big moves, M&A, investigations. Powered by transparent scoring, so an alert can always tell you why it mattered.

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NewJuly 16, 2026

Follow any stock’s events — filings, ratings, trend flips

Pick a stock on the Market Feed and choose what to watch: SEC filings, 13Fs, insider trades, analyst moves, press releases, trend changes, congress trades — or everything. One email within minutes of new events — never a rerun of history. Politician follows ride the same engine.

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NewJuly 16, 2026

Get an email when a politician trades

Follow any member of Congress — Nancy Pelosi, Tommy Tuberville, anyone — and we email you within about 30 minutes of their new trade disclosures going public. New filings only, never a rerun of old ones.

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ImprovedJuly 16, 2026

Every politician now has a full trading history page

Politician pages used to show only recent filings. Now they show everything on record — Pelosi's page covers 137 trades back to 2018 — with purchase and sale counts, dollar ranges, and a link to every original filing document.

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ImprovedJuly 15, 2026

Every chart tells you its period basis

Fundamental charts are labeled FY, Quarterly, or TTM everywhere, and default to trailing-twelve-months wherever it exists — so two charts of the same metric can never quietly disagree again.

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NewJuly 15, 2026

Browse the full alert catalog before signing up

The alerts page now shows everything the alert engine can watch — price levels, percent moves, moving-average crosses, RSI, earnings, volume and more — even when you are logged out.

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ImprovedJuly 14, 2026

A faster way around the site

The header got a full redesign: a Menu directory organized by what you are trying to do, plus a quick-access row for the surfaces you use most.

NewJuly 13, 2026

A smarter market news wire

Market news is now built from corroborated reporting — a story only publishes when multiple independent outlets confirm it — with clean summaries, tagged tickers, and dedicated story pages.

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ImprovedJuly 13, 2026

Macro sensitivity is now measured, not guessed

Theme pages — oil beneficiaries, rate-sensitive names and more — are now driven by statistically measured price relationships over three years of data, not assumptions.

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NewJuly 10, 2026

Pre-market and after-hours at a glance

The dashboard now shows index indications before the open and after the close, so the first thing you see matches the session you are actually in.

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ImprovedJuly 10, 2026

Growth Leaders: the growth-vs-valuation map

See the highest-estimated-growth stocks plotted against what you pay for that growth, then flip to the table for the full ranked list.

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NewJuly 9, 2026

Set an alert in one tap from any stock page

Every quote page now leads with a one-tap alert: pick a percent move and you are covered, always-on, without leaving the page.

NewJuly 6, 2026

Chart any of 120+ fundamental metrics

The Fundamentals tab on every stock is now a full chart builder: pick multiple metrics, overlay them on dual axes, normalize, and read the underlying data table — revenue, margins, cash flow, returns on capital and more.

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NewJuly 5, 2026

Your portfolio, live

The new Portfolio page tracks live profit and loss, risk versus the S&P 500, and sector exposure — long and short positions both.

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NewJuly 5, 2026

The market feed: everything as it happens

One firehose of market events — SEC filings with minute-accurate timestamps, analyst grades, price-target changes, press releases, and connected-name read-throughs that catch a hot stock's smaller partners early.

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.