January 25, 20211CommentsThe Paradigm Shift to Self-Directed Portfolio ConstructionSelf-directed investors are no longer dependent on mutual fund managers or ETF providers to construct portfolios for them. by Kyle Guske II
December 16, 20200Comments7 Equity Ratings Impacted by Our Historical Cash Tax Rate UpdateThese seven stocks will see their ratings change as a result of this update. by Kyle Guske II
December 15, 20200CommentsWhere to Get Our Credit RatingsMembers can get our Credit Ratings on the Portfolios, Ratings, and Screeners pages. by Kyle Guske II
December 15, 20200CommentsNew Product: Credit Ratings & Research for 2,750+ CompaniesAll members can now access our Credit Ratings and research for all companies under coverage. by Kyle Guske II
December 11, 20200CommentsUpdating Historical Cash Tax Rates from 2017-2019We discovered an opportunity to improve historical Cash Tax Rates to more accurately reflect the lower corporate tax rates realized after the 2017 Tax Cuts and Jobs Act. by Kyle Guske II
November 12, 20200CommentsPresenting: Annual, Quarterly, and TTM Data in Our ModelsWe added display of quarterly and trailing-twelve month (TTM) data & analytics to the Financials and Metrics pages of our Company Valuation Models. by Kyle Guske II
November 11, 20200CommentsNew Feature: Create Your Own FundWe’re excited to announce our “Create Fund” tool, which gives clients the ability to create a custom basket of stocks, ETFs and/or mutual funds. by Kyle Guske II
October 30, 20200CommentsModel Enhancement: Compare Past & Implied Future ProfitsCompare, in a single chart, the past performance of key metrics with the future performance implied by the stock price. by Kyle Guske II
October 20, 20200CommentsOur Stock Coverage Spans 39 CountriesWe want to share how many ADRs we cover so clients can see the full breadth of our current international coverage. by Kyle Guske II
September 8, 20200CommentsScheduled System Maintenance on Saturday 9/12 at 9am CTWe will be performing scheduled site maintenance at 9am CT on Saturday, September 12. by Kyle Guske II
July 23, 20200CommentsOnly Inactive Stocks Impacted by Our Operating Lease Obligation Discount Rate UpdateBased on today’s models, no actively-traded stocks will be impacted by this update. by Kyle Guske II
July 21, 20200CommentsFixed Income Research for 5,000+ CompaniesWe’re excited to announce the addition of 19 Fixed Income metrics to our 5,000+ (active and inactive) Company Valuation Models. by Kyle Guske II
June 30, 20200CommentsUpdating the Operating Lease Obligation Discount RateWe recently discovered an opportunity to improve the discount rate for capitalizing operating lease payments. by Kyle Guske II
May 15, 20200CommentsGet Your API KeyMembers can access our API directly or via our Excel Add-in. Learn how to access here. by Kyle Guske II
May 15, 20200CommentsAll Members Get our Excel Add-inWe’re excited to announce that all members get access to our Excel Add-in and API at no additional charge. by Kyle Guske II
May 11, 20200CommentsScheduled System Maintenance on Wednesday 5/13Our website will be down for a short time on Wednesday, May 13, beginning at 12:01am CT. by Kyle Guske II
May 5, 20200CommentsModel Enhancement: Improved Override CapabilitiesWe’re excited to announce enhancements to the Override capability in our Company Valuation Models. by Kyle Guske II
April 14, 20200Comments100% Operational Despite COVID LockdownsCOVID-19 is not disrupting our data collection and research. Our Robo-Analyst is more effective than ever. by David Trainer
April 3, 20200CommentsWe’ve Updated our Privacy PolicyWe want you to know we’re handling your personal information with great care and respect. by David Trainer
March 24, 20202CommentsFree Upgrades for MembersWe're giving free upgrades to Gold, Platinum & Pro Members to the next level of membership through April 30. by David Trainer