Changelog

What’s changed as of May 10, 2024

Some great updates are here to enhance your investment process! Discover fresh opportunities effortlessly by spotting recently added companies in any screener, change the currency for aggregated portfolio performance charts and metrics and leverage the SWS Snowflake to instantly find leaders and laggards in your portfolio. Dive into these features and reshape how you track and analyse stocks here!

Screener

  • We've introduced a new feature that allows you to discover recently added companies in any given screener. Whether you're building your own custom screener or exploring options from the “Discover” page, you'll now have the ability to access the latest entries from the past week.

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    How this helps?
    This new feature lets you discover companies as soon as they join any screener you’re exploring eliminating the time spent revisiting companies you've already seen before- meaning you can always be on top of fresh investment opportunities!

    Try it now and see what new companies await you!

     

Portfolio

  • The currency used for the aggregated portfolio performance chart and metrics can now be changed, not just each individual portfolio.

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    How this helps?
    At the click of a button you can set your own desired currency for the total value of all of your portfolios. If you’re an investor in the UK but only own US stocks, you can now easily see how all your portfolios are doing in your local currency or the currency where your investments are domiciled.

    Track your portfolio in your currency now.

     

  • Sort portfolio holdings by total Snowflake score, not just Snowflake scores in each performance category.

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    How this helps?
    It’s now easy to work out which of your companies are firing on all cylinders (or on all batteries if you own an EV) and which companies might need a re-think in your portfolio.

    See which companies are holding your investment portfolio back here.

     


What’s changed as of April 12, 2024

Discover a smarter way to explore stocks with our revamped company search bar! Unleash your analytical skills with Narrative Creation - craft personalized analysis and estimate fair value with ease as you add stocks to your Portfolio or Watchlist. Plus for our Spanish-speaking users, ¡buenas noticias! The Company Report page is now available in Spanish. Click here and take control of your investment journey!

Company Search Field

  • We have revamped our search bar with a wider view, company logos, a list of your recent searches and the most searched in the last 24 hours on our platform.

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    How this helps?
    It’s now easier than ever to find the companies you’re looking for. When searching, company logos make the companies easily identifiable in the list, which is also wider with more detail. Comparing a few companies and want to go back to one you just researched? No need to search again, the company is waiting for you, along with some other potentially interesting stocks.

    Start searching for your next investment opportunity here.

     

Narrative Creation

  • Simply Wall St users will begin to be able to create their own Narrative on the platform. For users adding a new stock to your Portfolio or Watchlist, you will be able to capture your own estimate of a company’s Fair Value after detailing the Catalysts, Assumptions and Risks that you believe justify that valuation.

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    How this helps?
    When you have an estimate of Fair Value, this can then be used as a guide for your own buy/hold/sell investment decisions. Your Fair Value estimate of a company is based on the Catalysts you think are likely to play out, your Assumptions about the degree of the changes, and the Risks that could prevent this from happening.

    Estimating a Fair Value allows you to know when a company becomes potentially overvalued or undervalued based on your expectations and helps you to make a more informed investment decision.

    As you monitor the Narrative you’ve created, you can then adjust the Catalysts, Assumptions, Risks and Fair Value estimate over time as events unfold.

    Start creating your own Narrative today!

     

Company Report

  • Hola! The Company Report page is now available in Spanish!

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    How this helps?
    This means you can now easily access and understand important financial information about the company in Spanish language, eliminating the need to rely on the previous English-only format for Spanish speakers.

    Explore Company Report page in Español

     


What’s changed as of March 29, 2024

Stay informed with minimal effort using our improved portfolio home page. Your portfolios now appear as detailed tiles, offering quick access to crucial information.

Portfolio

  • Portfolio home page now displays all of your portfolios as tiles with details like the portfolio snowflake returns, risks and more on each tile.

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    How this helps?
    Without even having to open your portfolio, you can immediately see the most important details about each portfolio with a just a quick look.

    See how easy it is to monitor all of your portfolios here.

     


What’s changed as of March 1, 2024

Elevate your portfolio management with our latest updates! We’ve streamlined the process of adding multiple stocks with our enhanced entry interface and enjoy a more intuitive experience when editing your holdings list.

Portfolio

  • Holdings entry screen has been upgraded with an improved experience when adding multiple companies at a time.

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    How this helps?
    You can now enter multiple stocks much faster without having to click back into the company search field after you add a company. This will speed up your portfolio updating process significantly and can even be done without any clicks!

    Check out how easy it is to add some companies to your portfolio here.

     

  • The holdings edit screen has received some enhancements and now shows the name of each company, not just the ticker and is sorted by company name.

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    How this helps?
    No more confusion scrolling up and down to edit the purchase price on your NYSE stock that starts with the letter A among your other Nasdaq stocks! Holdings in the edit screen are now sorted by company name rather than their Exchange : Ticker combination, making it much easier to locate a company in the list. In addition the company name is now displayed next to each holding, making companies much simpler to identify at a glance.

    Take a look for yourself in our portfolio tool here.

     


 

What's changed as of February 16, 2023

Invest smarter with our latest enhancements to Screener, Portfolio and User Profiles! Uncover potential stock gems effortlessly using our upgraded Popular Screens, stay informed with enriched screener alert emails and manage your portfolio like a pro with in-depth Snowflake analytics and synced fair value settings. All while personalizing your account with your new Simply Wall St username.

Screener

  • Unsure where to start when exploring new stocks? No worries! Our Popular Screens simplify stock exploration, covering themes like dividends, growth, and more.

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    How this helps?
    Our pre-built screeners act like shortcuts, simplifying stock screening by providing pre-defined themes. With a click, filters are pre-selected allowing you to easily browse through the existing list or add your own filters to tailor your preferences.

    Try out one of our Popular Screens Today!

     

  • We've upgraded our screener alert emails to include company ticker, description, snowflake, and valuation details, providing users with important insights at a glance directly in their inbox.

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    How this helps?
    With these extra details readily available, you can now gain deeper insights into the highlighted companies without the need to navigate away from your inbox.

    Create a new screener and start receiving alerts

     

  • The layout of cards displaying screener results has been enhanced for improved readability as well as visual appeal.

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    How this helps?
    Enables you to quickly and easily digest the information presented on the cards, particularly beneficial for investors who rely on screener tools to identify potential investment opportunities.

    Explore our screener tool

 

Portfolio

  • The Snowflake, our ultimate tool for understanding a company’s performance at a glance, is now displayed in your holdings list for each company in both Portfolio and Watchlists. You can also sort your holdings by their Snowflake scores in each performance category.

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    How this helps?
    The ability to see each company’s Snowflake on screen allows you to stay up to date on your company’s performance metrics at a glance. You can also better understand how each company is contributing to your Portfolio’s total Snowflake score. The ability to sort by Snowflake scores gives you the power to see which companies are show strong investment characteristics and which ones might be risky or sub-par.

    Inspect your portfolio or watchlist and take a look at how your companies stack up here.

     

  • Fair value can now be set from within your Portfolio. This feature was previously only available in the Watchlist, but now you can prescribe a fair value to your holdings from the comfort of your portfolio. The fair value you set will also be synced across the platform.

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    How this helps?
    Having an understanding of a company’s fair value is vital to the investing process and thanks to the latest update, you can now have your fair value estimates synced across your portfolio and watchlist to ensure you’re always kept in the loop.

    Take a look over to your Portfolio and have a go at assigning a fair value to one of the companies.

     

User Profile

  • Simply Wall St users are now able to add a username to their Simply Wall St Profile. Be sure to get in quick to secure your username!

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    How this helps?
    As new features arrive on the Simply Wall St platform, the ability to identify yourself will be very important. Your username will be how other users on Simply Wall St see you when commenting on articles and (perhaps in the future) providing your own insights.

    Head over to your User Profile page to add your username!

 


 

What's changed as of December 21, 2023

The Screener, Portfolio and Watchlists are now even better. The portfolio snowflake is back! Analyse your entire Portfolio in seconds, find new investments with our new advanced Screener options and update all of your company fair values easily through the Watchlist.

Screener

  • While discovering new investing ideas, you can further refine your exploration process by utilizing the snowflake filters. Tailoring these filters allows you to precisely align the list with your unique investing preferences and style.

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    How this helps?
    Leveraging the snowflake filters becomes a powerful means to elevate your company selection process and expedite the journey to discovering more fitting investment opportunities.

    Try out one of our investing ideas and see the result!

     

  • New Tech and Dividend Screener Articles - discover the top potential performers and reliable income opportunities that our advanced screener tool has identified.

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    How this helps?
    Our advanced screener tool sifts through vast market data to pinpoint top potential performers, offering insights that go beyond the surface.

    You can find links for the articles below:
    Charting the Course: Unlocking Potential in Tech
    Finding Diamonds In The Rough: Uncovering Dividend Gems

 

Portfolio

  • Following recent improvements and upgrades to the portfolio, we have brought back a new and improved version of the Portfolio Snowflake. The Snowflake still includes an aggregated analysis of all of your portfolio holdings as before, but now includes the total risks and rewards present across your holdings.

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    How this helps?
    The Portfolio Snowflake is a simple but highly effective way to check if the stocks in your portfolio are delivering the earnings growth or dividends you expect, if they are financially healthy or if they are under or over valued. This helps you understand if your investments are meeting your objectives or if it’s time for a re-evaluation of where your funds are allocated.

    Create a portfolio and take a look at how your stocks fare on the Portfolio Snowflake here.

     

Watchlist

  • Our latest changes to the Watchlist now mean that your fair value estimates for your favourite stocks are synced across your various watchlists. Whether you wish to follow the Simply Wall St Discounted Cash Flow valuation, Analyst Price Targets or you have your own idea of fair value, your fair values will update on every watchlist you have automatically.

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    How this helps?
    Adding a fair value to the companies on your watchlist is a great way to keep track of the share price. You will be informed of when a company approaches the fair value you’ve set so you can make timely decisions governing your portfolio.
    The latest changes mean that your fair value is a consistent idea across all your watchlists and you no longer have to update each one separately, making creating new watchlists a breeze.

    Create or check out your watchlist here and have a go at assigning a fair value to your favourite stocks!

 

 


What's changed as of November 24, 2023

The Screener, Company Reports, Portfolio, Notes and Dashboard have received some great new features and upgrades. You are able to find great companies more easily, dig deeper into a company’s expenses and better understand your portfolio’s geographic risks plus much more.

Company Report

  • When examining a specific company on the company report page, you can now explore peers with similar characteristics across various themes, such as high-growth sectors, value stocks, or strong financial performers—empowering you to pinpoint investment opportunities that align with your criteria.

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  • You also have the option to explore the full list of companies under each theme and customize the filters to your liking.

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How this helps?
This feature simplifies your search for companies and allows you to explore a curated selection of businesses that align with your investment preferences. You can further adjust the filters to your liking by exploring the full list of companies and take a more targeted approach to finding relevant investment opportunities.

Explore our screener tool to discover new companies.

 

  • The Revenue & Expenses Breakdown table is now enhanced with a detailed breakdown of expenses.
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How this helps?
The inclusion of expenses adds depth to your understanding of their impact on earnings, offering insights into specific contributors.

See example: Uber (NYSE:UBER) Revenue & Expenses Breakdown Table

 

Portfolio

  • A new Geographic Diversification Chart that provides a regional breakdown of the revenue sources of all your Portfolio holdings.

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How this helps?
Even if all of your portfolio stocks trade on a single market, they may be doing business in many different regions. The new Geographic Diversification Chart allows you at a glance to inspect where the companies are generating most of their revenues from and whether your portfolio is tilted towards a single region or spread over several. This helps to understand the geographical risks (and opportunities!) across your portfolio that may be hidden behind the companies' financials.

Create a portfolio and take a look at where your stocks make most of their money.

 

Notes

  • The maximum character limit for notes has now increased to 10,000.

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How this helps?
If you prefer a long-form note-taking style, or you love taking snippets from the many articles you read on the companies you follow, Simply Wall St’s Notes now has you covered. Your notes can now be twice as long, allowing you to capture your most important thoughts without the need to cut them short.

Head over your Watchlist to begin taking notes on some of the companies you have your eye on!

 

Dashboard

  • Portfolio widget now displays aggregated portfolio holdings, giving a more complete overview of your portfolios as soon as you login.

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How this helps?
You can now monitor how all of your portfolios are tracking over the short, medium and long-term combined as a whole in one convenient spot as soon as you log in. The chart allows you to seamlessly switch between portfolios or look at them in aggregate, giving you instant access to your overall portfolio performance.

Take a look for yourself by creating a portfolio and visiting the Dashboard.

 

 


 

What's changed as of November 10, 2023

The Dashboard has received a major facelift and viewing multiple companies from you Screener results has become that much easier. You can check your portfolio performance in full detail as soon as you login and going back and forth between Screener results and Company Reports is now a much simpler process.

Dashboard

  • Portfolio table replaced with a chart that allows you to see a much more detailed overview of your portfolio performance.

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How this helps?
You can now monitor how all of your portfolios are tracking over the short, medium and long-term in one convenient spot as soon as you log in. The chart allows you to seamlessly switch between portfolios and time horizons, giving you instant access to your portfolio performance. Take a look for yourself by creating a portfolio and visiting the Dashboard.

Screener

  • Implemented an update to retain your previous screener settings optimizing your time and effort while searching for new stocks.

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How this helps?
This improvement eliminates the need to reapply filters each time you leave the screener page and makes sure your process of exploring new stocks remains uninterrupted. Test it out by creating a new screener.

Portfolio

  • A new Geographic Diversification Chart that provides a regional breakdown of the revenue sources of all your Portfolio holdings.

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How this helps?
Even if all of your portfolio stocks trade on a single market, they may be doing business in many different regions. The new Geographic Diversification Chart allows you at a glance to inspect where the companies are generating most of their revenues from and whether your portfolio is tilted towards a single region or spread over several. This helps to understand the geographical risks (and opportunities!) across your portfolio that may be hidden behind the companies' financials.

Create a portfolio and take a look at where your stocks make most of their money.

Notes

  • The maximum character limit for notes has now increased to 10,000.

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How this helps?
If you prefer a long-form note-taking style, or you love taking snippets from the many articles you read on the companies you follow, Simply Wall St’s Notes now has you covered. Your notes can now be twice as long, allowing you to capture your most important thoughts without the need to cut them short.

Head over your Watchlist to begin taking notes on some of the companies you have your eye on!

Dashboard

  • Portfolio widget now displays aggregated portfolio holdings, giving a more complete overview of your portfolios as soon as you login.

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How this helps?
You can now monitor how all of your portfolios are tracking over the short, medium and long-term combined as a whole in one convenient spot as soon as you log in. The chart allows you to seamlessly switch between portfolios or look at them in aggregate, giving you instant access to your overall portfolio performance.

Take a look for yourself by creating a portfolio and visiting the Dashboard.

 


What's changed as of October 27, 2023

We have made some additions and improvements to the Company Reports, Screener and Narratives. These changes will allow you to dig deeper and easily understand how a company generates cash and profits, stay up to date on the latest and best company research and receive new investment opportunities straight to your inbox.

Company Reports

  • Introduced a new Free Cash Flow Chart that breaks down the factors that impact a company's free cash flow (funds remaining after accounting for necessary expenses and investments) over the past 12 months, offering a visual representation of key elements in play.

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How this helps?
Free cash flow analysis assesses a company's financial health by gauging its ability to generate cash after covering all expenses. It provides insights into liquidity, financial flexibility, and the ability to meet obligations like debt payments or dividends, and the capacity to invest in further growth. This analysis is crucial for understanding a company's overall financial performance and business sustainability. See example: Uber (NYSE:UBER) Free Cash Flow Vs Earnings Analysis.

  • Both the Free Cash Flow Chart and the Revenue & Expenses Breakdown Chart are available in a tabular format, enabling smoother data interpretation and comparison.

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How this helps?
The tabular format allows for a more granular analysis of the financial statements, aiding more efficient data comparison, trend identification, and in-depth scrutiny of a company’s financial nuances. See example: Netflix (NASDAQ:NFLX) Revenue & Expenses Breakdown Table

 

Screener

  • Introduced new screener alerts so that you receive timely notifications whenever there are fresh additions to your saved stock screeners so you can jump on any new investment opportunity.

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How this helps?
The screener alerts provide you with timely notifications whenever new stocks meet the criteria set by your saved screeners, ensuring you are consistently updated on potential investment opportunities.

 

Narratives

  • You now have the ability to upvote or downvote each narrative to provide some feedback on the quality of a narrative’s analysis and its writing.

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How this helps?
At the click of a button, you can provide the author and the community with some quick feedback on a stock narrative. Do you see a well-written narrative that you find thought-provoking? Give it an upvote to let the community know it's a high-quality narrative!
See example: Alphabet (NasdaqGS:GOOGL) - Trends In Cloud And Advertising Will Deliver Steady Revenue Growth

  • We have added follow functionality to narratives so you can be updated on any future announcements or changes to the narrative. Following a narrative adds the company to your watchlist, so that you’ll be informed of any changes in opinion or see if the author’s predictions have come to fruition.

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How this helps?
If you’ve found a narrative that you love, or even one that you want to keep a close eye on to see if it changes over time, then following it will be a great way to keep up to date.

Following a narrative adds the company to your watchlist (or creates a watchlist for you if you don’t have one) and ensures you don’t miss a single update to the narratives you’re interested in!

See example: Microsoft (NasdaqGS:MSFT) - Productivity Suite, Cloud and AI to Continue Growing, Pushing Up Net Margins

 


What's changed as of October 13, 2023

During the last fortnight, we have made some additions and improvements to the Company Reports, Screener and SWS News. These changes will enhance your mobile app experience, help you stay up to date on stocks you own or are watching and also allow easier discovery of companies with high insider ownership.

Company Reports

  • The Historical Revenue & Expenses Breakdown chart is now accessible on mobile, complete with additional enhancements to ensure a more seamless experience on smaller screens.

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How this helps?
Understand any companies business model and how it's changed over the past 10 years on mobile or desktop. See example: Apple (NasdaqGS:AAPL) earnings history.

  • The latest announcements and updates to company Narratives can now be found in the Recent News & Updates section of the Company Report.

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How this helps?
Be alerted if a narrative you are following changes and understand whats new.
See example: Apple (NasdaqGS:AAPL) Recent News & Updates.

 

Screener

  • Introduced a new insider ownership filter allowing you to customize and specify insider ownership percentages when screening for companies.

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How this helps?
Discover companies where the insiders own at least 10% (or more!) of the company, and therefore are strongly incentivised to make it succeed.
See example: Top US growth stocks with over 10% insider ownership

 

SWS News

  • Earnings report news now includes revenue and expenses breakdowns, offering insights on key revenue and earnings drivers.

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How this helps?

Know exactly which segments are driving growth in revenue and earnings after an update.

 


September 29, 2023

Portfolio

  • New diversification pie chart which shows you a breakdown of all the stocks in your portfolio.

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Company Reports

  • Historical Revenue & Expenses Breakdown chart- Released a new chart slider to visually track changes in companies' revenue and earnings over a span of 10 years.

  • Improved Historical Revenue & Expenses Breakdown Chart design, offering greater functionality on all kinds of devices.

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Screener

  • Introduced a new analyst count filter which allows you to select analyst coverage levels to suit your preferences.

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Narratives

  • A new navigation bar was added to Narratives on the company report to help users easily jump between the different sections.

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SWS News

  • Now publishing a large selection of analysis articles in German and Spanish through our News website.


August 25, 2023

  • A new diversification chart has been implemented to enable users to better understand the level of diversification in their portfolios.


  • Improvements have been made to how we handle inactive portfolio connections.
  • More reliable back-end re-connections for portfolios connected via Yodlee and Sharesight.
  • Narrative tiles have been made larger and easier to click on, particularly on mobile to enhance the user experience.
  • The narrative panel on the right is now fixed on desktop, making it much easier to read the narrative while viewing the author's valuation or the company info tab.

  • Narratives now support in-line images to improve the author's ability to write compelling stories.
  • Comments have now been enabled on narratives to better allow users to interact with authors and refine their own view of a company.
  • Minor revenue and expenses breakdown chart improvements, including: better tooltips, styling and improved use of space.

  • We now show geographic segments in our revenue and expense breakdown chart when business segments are unavailable. Eg: Atlassian only had one business segment (Software) which wasn't particularly interesting to view as it didn't breakdown the total revenue, but they have multiple geographic segments as shown below.

  • Saved screens now come with weekly alerts if new companies fit your criteria. This alert will help users save time from manually checking their saved screens as new and interesting companies that match your preferences are sent straight to your inbox.

 

 

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