Changelog

What's been built, fixed, and improved - most recent first.

November 2026
Latest

Activity: everything that happened to a stock, in one timeline

News, SEC filings, insider trading, earnings dates and reported results, and analyst changes were kept in separate places. They now come as one timeline, newest first, on the stock page, on the dashboard and in two new tools for your agent.

  • NewAn Activity tab on every stock page and an Activity feed on the dashboard (it replaces the Signals tab). Each row is one event: an article, an SEC 8-K filing, a group of three or more insiders buying or selling or one insider's large trade, an earnings date or the results a company reported, or a change in the analysts' target or rating. Tone describes the news for the company, not a price call.
  • Newget_stock_activity: the timeline of one stock over the last 90 days in one call, with filters by kind and paging. Counts as one call whatever the page size.
  • Newget_stock_filings: the latest SEC 8-K filings of a US-listed company, newest first, with when each was filed and what it covers. Companies with a market cap of about $1 billion or more are covered, and routine filings are left out.
  • NewFree sees the date and title of every row: the 5 newest articles of the last 30 days, the 5 most recent filings, the 5 newest insider items with the names, earnings dates and the growth of a reported quarter (where analysts have published an estimate, also whether EPS beat it, missed it or matched it), and analyst changes that name the direction. Pro adds what is under each title: related news and filings of the 90 days, with tone, a 0-100 score and a short summary, a quarter's revenue and EPS with the estimate it was measured against, the analyst target and rating levels, insider details, and the screener setups for the stock.

Earnings calendar: you choose how many companies

  • Changedget_economic_calendar now looks 1 day ahead on Free and guest (it was 7), still 2 days back. Pro keeps 14 days ahead and 7 back. A call that does not set days gets the window of its plan; a Free call that asks for more is served 1 day and the response says what Pro adds.
  • Changedget_earnings_calendar has a new limit parameter. On Free and guest you get at most 5 companies, and each one returned counts as one call. When more companies report in the window, you get the 5 largest by market cap, listed by date, and the new total_in_window field says how many report in all. Before, one call could return up to 500 rows. Pro gets up to 500 companies per call (100 by default) for one call, and can page through a long window with the new offset parameter (the response carries next_offset). New symbols (up to 50 tickers) and min_market_cap (US dollars) parameters narrow the list on every tier.

More markets: Canada, UK, India, China and the Nordics

The universe grew beyond the US and the large European exchanges. Companies that trade on their home exchange are now covered there as well, next to their US listings, with price, history and indicators in the local currency. Every tool that takes a symbol works on them, including get_stock, get_stocks and get_stock_history.

  • NewCanada. The largest Toronto-listed companies, such as RY.TO, TD.TO and ENB.TO, including companies that have no US listing at all.
  • NewUnited Kingdom. The largest companies on the London exchange, such as SHEL.L, with prices in pence where London quotes them and the market cap in US dollars.
  • NewIndia. Large companies on the National Stock Exchange, such as RELIANCE.NS, TCS.NS and INFY.NS.
  • NewMainland China. A selection of the largest Shanghai and Shenzhen A-shares, such as 600519.SS and 002594.SZ, next to the Hong Kong lines where a company has one.
  • NewThe Nordics. Large companies on the Stockholm, Copenhagen, Oslo and Helsinki exchanges, such as VOLV-B.ST, NOVO-B.CO and EQNR.OL.
  • ImprovedBrazil. More Brazilian companies: the main São Paulo lines such as PETR4.SA and VALE3.SA, the Ibovespa ETF BOVA11.SA and the Ibovespa index ^BVSP.
  • FixedAfter a market closes, the daily change is measured against the previous close of that session. Some stocks showed a change close to 0% on days when the market had moved sharply.

Sign in from Grok, Cursor and other MCP clients

Stocklake lets you try the tools without an account. Some MCP clients took that as "no sign-in needed" and never offered one, so their users stayed on the guest limit.

  • NewSign in with a 6-digit code. It comes in the sign-in email next to the link, so connecting your agent works even when the link opens in another browser. Type the code on the sign-in page where you started; the link and the code are both valid for 15 minutes.
  • NewA second MCP URL, https://api.stocklake.dev/mcp/auth, that always asks you to sign in. It is the same server with the same tools. Use it when your client connects to https://api.stocklake.dev/mcp but never shows a sign-in. After a one-time sign-in with an emailed link or code, calls run on your own account and its daily limit.
  • ImprovedGrok now asks you to sign in on the usual URL as well. Add Stocklake at grok.com/connectors, sign in once, and Grok uses your Free or Pro account. If you added Stocklake to Grok before without signing in, remove the connector and add it again.
  • ImprovedAny MCP client that supports sign-in, such as Claude Desktop, Claude Code or Cursor, is now asked to sign in when the calls without an account are used up for the day, instead of being told to wait until midnight. The setup guides for Claude Code and Cursor now use https://api.stocklake.dev/mcp/auth, so sign-in starts right away.

Market readings that describe conditions

The market direction call, the suggested exposure and the lists of sectors to prefer or avoid did not hold up when we checked them against what the market did next. The Market page now shows measured readings instead.

  • ChangedThe Market tab on the dashboard shows three readings on every account: stress (0 calm to 100 high, from volatility, the share of oversold against overbought stocks and the share of stocks in a long decline), leadership (whether a few large companies carry the index or most stocks take part) and the price trend. Every account also sees the 11 sectors with a US sector fund next to each for comparison: the share of the sector's stocks above their 200-day average, and the fund's 1-week return and 1-month return against the index. Pro ranks the sectors strongest to weakest with a 0-100 score and adds the risk-conditions word with a 90-day band, a written summary, the scheduled releases of the next days and the history charts.

Stock splits missing from the price history

Now and then a stock split is missing from a stock's price history, so the older prices are on a different share basis than today's price. That turns a 200-day average into a meaningless number.

  • FixedWhen that is detected, get_stock and get_stocks return sma200 and ema200 as null with sma200_unreliable / ema200_unreliable set to true, on every tier, instead of an average that mixes two price scales. A price break counts only when it is split-sized (five-fold or more), the whole day trades at the new level, and the volume is ordinary; large moves on heavy volume are real and keep their averages. Short-window indicators such as RSI and MACD are unaffected.
  • Fixedget_stock_financials leaves out periods that have no real values behind them, so the latest column is always a filed one.
  • ImprovedThe notes on forensic scores are shorter, and a missing score no longer blames banks and insurers by default: it says a line item the formula needs is not in the filing. The reference now explains Total Debt (includes leases), levered free cash flow, why eps_forward can be far off for a few thinly covered foreign ADRs, and that ai_score measures conviction, not direction.

Indicators by the book: Wilder smoothing

RSI, ATR, MACD and Bollinger Bands now follow their original definitions, so the numbers match what charting platforms and textbooks show. This applies to get_stock, get_stocks, the stock page and new rows of get_indicator_history; rows recorded before the change keep their original values.

  • ChangedRSI and ATR use Wilder's smoothing, starting from the average of the first 14 (RSI) or 20 (ATR) days. ATR used to be a plain 20-day average; it now fades a large one-day move out gradually instead of dropping it all at once 20 days later, so atr_20 can differ by a few percent on any given day.
  • FixedRSI on recently listed stocks with only a few weeks of history was off by up to 20 points. It now matches Wilder's own worked example. On stocks with a long history nothing changes.
  • ChangedBollinger Bands use the population standard deviation, as John Bollinger defines them. The bands are about 2.5% narrower than before, which slightly changes bb_pct and how often a close counts as outside a band. MACD starts its averages from a simple mean, the common convention; on stocks with a long history the values are the same.

Also since October

  • NewBrowse by sector. /stocks lists companies with a market capitalization of at least $5 billion by sector and industry, largest first, and all ETFs by category. Stock pages now have a breadcrumb back to their sector and a "More in" list of similar companies.
  • ImprovedStock pages open with their technical indicators, key figures and company description already on the page, and a short disclaimer under the header. Fonts and charts are served by Stocklake itself, so pages show their content sooner and move much less while they load.
  • NewAn About page: what Stocklake covers, where the filings and figures come from, how often they update, and what it does not do.
  • NewThe blog has an Atom feed, and every post is also available as plain Markdown by adding .md to its address, for agents and readers that prefer it.
  • Changedget_stock_news, get_news_feed, get_stock_research, the stock page and the dashboard feed show one article per event instead of several versions of the same story, and leave out articles that have no summary. Each call still counts as before.
  • NewBilling. An email with the amount, the date and how to cancel arrives a few days before the first charge at the full price, after a trial or a free or discounted period. If you delete your account while you pay for Pro, Pro and the account end at the end of the paid period, and you can undo the deletion until then. A payment is refunded in full if you ask within 14 days.

October 2026

This month's additions, and how they fit together on one real company: what a research desk checks that a price feed doesn't.

Three more tools on the free tier

Filings, statements and the macro calendar are data, so they are now open to everyone. Guest and free go from 8 tools to 11. Pro keeps the longer windows and the AI read.

  • Changedget_insider_activity is now free: buy and sell counts, total values and the 5 most recent insider filings from the last 90 days. Pro looks back up to a year, returns up to 50 filings and adds institutional holders and the AI read.
  • Changedget_stock_financials is now free for the latest fiscal year: balance sheet, income statement and cash flow. Pro returns up to 5 fiscal years and the quarterly statements.
  • Changedget_economic_calendar is now free: rate decisions, CPI, GDP, payrolls and more, up to 7 days ahead and 2 days back. Pro sees 14 days ahead and 7 back.
  • ChangedA free call that asks for more than its window is not an error. It is served at the free limit, and the response says what was capped and what Pro adds.

See which way analysts are leaning

Today's analyst rating tells you where consensus is. Now you can see where it's been heading.

  • Newget_analyst_trend (Pro) - the day-by-day history of analyst consensus for a stock: the consensus rating, the mean, high, low and median price target, how many analysts are contributing, and the stock's price on each date so a target can be read against where the stock actually traded. Up to 365 days per call. It answers the question get_stock's single current rating can't: are analysts getting more or less bullish on this name? The rating score uses the same scale as get_stock (1.0 = strong buy, 5.0 = strong sell), so a trend row lines up directly against today's value. History starts in July 2026 and grows every weekday, so longer windows fill in over time. That brings Stocklake to 20 tools.
  • Improvedget_stock_history now returns a stock's full price history on Pro - daily bars back to the ticker's listing, which is decades for most established names (Apple from 1980, Ford from 1972, and so on), up to 20,000 trading days per call. Guest and free are unchanged at the most recent 365 trading days; a free call that asks for more is capped at 365 and says what Pro unlocks. Every response now also includes history_available - how many daily bars exist for the ticker and the earliest date - so you can see what's there before you ask for it. A full-history call can run to 10,000+ bars, so request only the window you need.

How does a company compare with its own sector?

A 12% revenue growth rate or a 30% margin means little on its own. Now you can see how it stacks up against the company's peers.

  • Newsector_context (Pro) on get_stock and get_stocks - where a stock's revenue growth, gross margin and operating margin sit within its own sector. For each metric you get the stock's value, the sector median, the stock's percentile (0-100) among its sector peers, and how many peers the comparison is based on. It's positioning only - "revenue growth is in the 80th percentile of its sector" - with no rating or buy/sell reading layered on top. Sectors are pooled across every equity Stocklake tracks, and the baseline refreshes daily. A metric is left out when a company has no value for it or its sector has too few peers to be meaningful. get_stock also returns a trend: the same three metrics for the last few quarters, each beside the sector median for that quarter, so you can see whether a company is gaining or losing ground on its peers.
  • Improvedget_stock now returns gross_margins for every tier, alongside the net and operating margins it already showed.
  • Newrs_rank (Pro) in get_stock and get_stocks - a relative-strength rank from 1 to 99: the stock's return over the past year, with the latest quarter counted double, ranked against every stock Stocklake tracks. 99 means it outperformed almost all of them. Stocks only, and it needs about a year of price history.
  • ChangedDeMark TD Sequential values are renamed so they describe the move that is running out instead of reading like an instruction. In get_stock / get_stocks (td_sequential.signal, setup_direction, countdown_direction) and get_indicator_history (td_signal): a count on falling closes is now DOWNTREND_EXHAUSTION_SETUP / DOWNTREND_EXHAUSTION_COUNTDOWN and downtrend_exhaustion, a count on rising closes is UPTREND_EXHAUSTION_SETUP / UPTREND_EXHAUSTION_COUNTDOWN and uptrend_exhaustion. The counts and phases are unchanged. If your agent matches on the old names, update it.

A year of insider history

One insider sale in the last month is a data point. The same people selling all year is a pattern.

  • Improvedget_insider_activity takes a new days parameter: how far back to look for insider transactions, 90 days by default and, on Pro, up to a full year (365). The window applies to the transaction rows and to the insider_buys/insider_sells counts alike, so the two always agree, and the response tells you the window it used as window_days. The year of filing history is new and fills in company by company as each one's filings are next checked, so a 365-day window can come back shorter than a year for some stocks for a few weeks.

AI summaries say how current they are

An AI summary written five days ago can still be right. Now the stock page tells you whether it is.

  • ImprovedAI research summaries (Pro) are re-checked more often, and rewritten when price, news, insider activity or earnings change materially. Stocks that many people look at, and every stock on a watchlist, are checked first.
  • NewThe summary on a stock page now shows when it was written, why it was last rewritten, and when it was last checked. A summary that was checked and kept reads as "no material change" instead of just looking old.
  • NewA day range bar under the price on every stock page (the last session's when the market is closed), and a financial statements card with the key lines of the latest fiscal year.

Home listings and clearer errors

Two test agents ran every tool on both tiers. This is what they found and what changed.

  • NewTen large companies are now also available under their home ticker, next to the US listing: 7203.T (Toyota), 6758.T (Sony), 8306.T (Mitsubishi UFJ), 8316.T (Sumitomo Mitsui), 8411.T (Mizuho), 7974.T (Nintendo), 7267.T (Honda), 4502.T (Takeda), SHEL.L (Shell) and ASML.AS (ASML). Disco, Japan Post Bank, Fujifilm and Olympus are new as well.
  • Fixedget_stock_research and get_stock_news now show the same signal score on a stock's news. Research could show an older, higher score.
  • FixedWhen a batch request is refused because it does not fit the remaining daily budget, the x-ratelimit-remaining header now says what is left, so a smaller request can follow. It used to say 0.
  • ChangedA value a tool does not know is now an error that names the accepted values, where it used to be ignored: period and statement in get_stock_financials, sector and country in get_screener. Sector names are matched without regard to case.
  • ChangedThe market and sector texts in get_market_assessment and get_sector_intelligence describe what the data shows. They no longer contain phrases that read as an instruction.
  • ChangedOn the free tier, get_screener with the high_conviction preset still needs Pro, but the answer now says how many stocks match the preset today.
  • ImprovedThe documentation now says what was left unsaid: a number outside its range is moved to the nearest allowed value, a call that is rejected for its arguments does not count against the daily limit, and indices, futures and currency pairs cannot be looked up by symbol (get_market_pulse carries the index and volatility readings).

September 2026

One score to rule them all: Signal Score

We retired the old conviction / confidence / flag_score trio in favor of a single, consistent Signal Score (0-100) everywhere our AI makes a call - plus deeper research, broader European coverage, and a more reliable delivery pipeline underneath it all.

  • NewSignal Score - every AI signal, screener idea, and research call now carries one consistent 0-100 score instead of three separate numbers that didn't always agree. Read the full story: why we retired confidence, conviction, flag, and risk.
  • NewHuman-readable score bands - signal_score_band (Weak / Moderate / Strong / Very Strong) now rides alongside the raw number on every signal, so you don't have to memorize what "72" means.
  • Newget_stock_research now returns a full signal block with signal_score and its band inline - previously this tool didn't surface a score at all.
  • NewForensic accounting scores (Pro) - get_stock/get_stocks now return Altman Z-Score (bankruptcy risk), Piotroski F-Score (fundamental strength), and Beneish M-Score (earnings-manipulation likelihood), computed from each company's own filings.
  • Newget_stock_financials (Pro) - the raw numbers behind those forensic scores, and more: up to 5 years of annual balance sheet, income statement, and cash flow line items, plus the last 7-8 quarters, all in one call. Full history per line item, not just the latest period.
  • NewCorrelation & beta vs the S&P 500 on every stock's technical profile - see how closely a name actually tracks the broad market before you assume it's a hedge or an amplifier.
  • Newget_economic_calendar (Pro) - recently released and upcoming macro data (interest rate decisions, CPI, GDP, non-farm payrolls, and more) with actual-vs-previous values, plus major_only and key_events_only filters.
  • Newmacro_score and sector_score - the real 0-100 number behind our regime and sector labels (RISK_OFF..AGGRESSIVE, LAGGING..LEADING) is now on your dashboard and in the API for Pro. get_market_assessment returns macro_score/regime_strength, get_sector_intelligence returns sector_score/strength_score - both alongside the labels you already had, not replacing them. Read the story: the number behind the label.
  • ImprovedInsider trading & institutional ownership coverage roughly doubled fleet-wide - insider transaction data is now available for about 65% of tracked stocks (up from ~29%), and institutional holder data for about 86% (up from ~72%), including full coverage across 386 European names - thanks to a new data source merged in alongside our existing SEC-filing pipeline.
  • ImprovedSharper AI signal rationale - screeners now cite the specific real-world facts behind a call (a specific insider sale, an analyst upgrade, a sector-rotation read) instead of vague round-number confidence.
  • ImprovedMore of our screening pipeline now runs on dedicated review agents rather than a single pass - signals get a second, independent look before they ever reach you.
  • ImprovedEmail delivery reliability - moved to a more robust delivery backend under the hood; you shouldn't notice anything except fewer missed emails.
  • ImprovedSmaller default payloads - get_signals' default limit is now 25 (was 50; the max is unchanged, pass limit=50 for the old default). get_indicator_history now returns a slimmer default snapshot (price, RSI, MACD histogram, Bollinger %B, SMAs); pass full=true to also get Williams %R, Ultimate Oscillator, VIX Fix, Williams A/D, TD Sequential, and analyst rating/target, as before.
  • Breakingmin_conviction and min_flag_score on get_signals are deprecated - they're still accepted for now (no schema break) but no longer do anything. Use the new min_signal_score instead.

August 2026

Your watchlist is here

Star the stocks you care about and track them in one place - with switchable views for prices, technicals, and performance, plus AI verdicts and analyst targets for Pro members. And the whole site is now built for your phone.

  • NewWatchlist - tap the ★ on any stock to add it; a new Watchlist tab on your dashboard keeps them all in one place
  • NewWatchlist views - flip between Overview, Technicals (RSI, volatility, trend, Bollinger), and Performance (1-week to 1-year returns, plus change since you starred it)
  • NewAI & Analyst watchlist views for Pro members - verdict, confidence, urgency flag, insider & institutional sentiment, latest-news sentiment, analyst ratings and price-target upside
  • NewOne-click Claude connect - add Stocklake as a custom connector in Claude.ai, Claude Desktop, or Claude Code and sign in with a magic link. No API key, no config file.
  • Newget_watchlist MCP tool for Pro - ask your AI agent what's on your watchlist and get it back enriched with price, technicals, and AI verdict
  • New230+ new symbols added - 108 ETFs and 124 stocks across 20 countries, including Asia-Pacific blue chips (Japan, South Korea, Taiwan, Hong Kong, Australia, Singapore, India), European large caps, and thematic funds covering water, infrastructure, timber, buffer, volatility, and frontier markets.
  • NewFull coverage of every DAX, MDAX, SDAX, and EURO STOXX 50 constituent, plus the 50 largest Nikkei 225 names and 66 more Hang Seng Index names - closing real gaps in our German, pan-European, Japanese, and Hong Kong large/mid-cap coverage. The universe is now 3,500+ symbols.
  • NewStocklake is now officially listed in Anthropic's MCP marketplace - find and connect it directly from Claude, no manual setup
  • ImprovedWhole site redesigned - new visual design across every page (not just the blog), with a proper light/dark theme toggle and better contrast throughout
  • ImprovedMobile - every page, including the dashboard and stock pages, is now optimized for phones
  • ImprovedPlain-English "?" explanations now on watchlist columns too
  • ImprovedFree API keys never expire - your key stays valid for as long as you use it, no renewal, no re-issuing
  • ImprovedDeeper market & sector intelligence - the macro read now covers all 11 GICS sectors (was 6), with three new cross-market signals feeding it: the gold/silver ratio, developed-vs-emerging-market breadth, and a Treasury duration-curve read. Sharper regime calls and sector rotation in your dashboard, market assessment, and sector tools.
  • ImprovedStock page News tab now paginated instead of one long scroll
  • ImprovedStock page tab renamed from "Trade Signals" to "Signals" for consistency with the dashboard
  • FixATR% (volatility) was blank for most stocks in the Movers Gainers/Losers views - now shown wherever it's available, both on the site and via the API
  • Breakingstance_signals[].source on get_stock/get_stocks (Pro) no longer prefixes screener-sourced entries with discovery: - now prefixed signal: instead (e.g. signal:elliott_screener), matching our Signals terminology. No backwards-compatible alias - update any client-side code that parses or strips the old prefix.
  • BreakingBatch limit lowered from 50 to 25 per call on get_stocks, get_screener, and get_signals. get_earnings_intelligence gains a limit param (default and max 25 - it previously had no caller-facing cap). All five now bill one call toward your daily limit per ticker actually returned, not a flat one call per request - see rate limits for the exact accounting.

July 2026

The member dashboard is here

One page, every signal: your dashboard now shows market mood, top movers, AI outlook, and news the moment you log in - no digging required. Stock pages got deeper too, with new trend charts and hover explanations for every number.

  • NewMember dashboard - log in and see the market at a glance: today's mood (VIX, Fear & Greed), top gainers & losers, AI market outlook, sector trends, trending stocks, and upcoming earnings, all on one page
  • NewSignals & Discoveries tab on stock pages - see everywhere a stock has been flagged by our AI, plus a chart of how attention has trended over time
  • NewHistory charts everywhere - sentiment, insider buying/selling, market outlook, and macro mood now show trends over time, not just a single snapshot
  • NewHover the little "?" next to any number for a plain-English explanation of what it means
  • New200+ ETFs added to coverage - broad market, sector, international, bonds, commodities, dividend, leveraged/inverse, thematic, and crypto-linked funds now all queryable alongside stocks
  • ImprovedHomepage redesigned with search and coverage stats - see the product working before you sign up
  • ImprovedPricing page simplified - clearer on what's free vs. Pro, with the daily limits front and center
  • ImprovedRefreshed icons and visual polish across the homepage
  • FixRemoved a confusing duplicate search box on the homepage
  • FixCleaned up garbled text that sometimes appeared in a stock's AI signal history

June 2026
Past

Public API launch & developer experience

Stocklake opened to the public. 20 tools across free and Pro tiers, full MCP Streamable HTTP transport, OAuth 2.1, and a complete developer portal.

  • New20 MCP tools launched - prices, fundamentals, ratings, signals, screener, news, sentiment, macro, and sector intelligence
  • NewOAuth 2.1 + PKCE - Claude.ai connects with one click, no key required
  • NewPublished as public MCP server - discoverable by AI agents
  • NewTicker demo on homepage - type any symbol, see real data instantly, no sign-up
  • NewInteractive examples page - click any question, see the actual API response
  • NewDocs split into Getting Started and Tool Reference
  • ImprovedDashboard quick setup - 4-tab guide: tell your agent, Claude, Python, curl
  • New7-day free trial on Pro - try every Pro tool before your card is charged, cancel any time during the trial
  • ImprovedWelcome email on first sign-in with copy-paste setup for all clients
  • ImprovedHomepage: stats bar, use-case blocks, founding offer banner
  • FixCORS headers - browser-based agents and widgets can now call the API directly

April 2026
Past

Data infrastructure & Pro tier

The Pro tier went live with AI-powered tools backed by a fully operational data pipeline - sentiment profiles, stock summaries, and a growing news corpus.

  • NewPro tier - 5,000 calls/day, all 10 AI tools, Stripe billing
  • NewMagic link authentication - no password, no captcha
  • NewAPI key dashboard with usage tracking, key rotation, and tier management
  • NewAI stock summaries - verdict, flag score, key points, risk factors for 2,700+ stocks
  • New2,400+ insider & institutional sentiment profiles - SEC Form 4, ownership data
  • Improved370,000+ news articles indexed; 21,000+ AI-classified with sentiment and flag scores
  • ImprovedStock history data coverage expanded to 365 days per ticker

January 2026
Past

AI intelligence layer

The analysis stack went live - macro regime assessment, sector rotation signals, AI portfolio reviews, and insider activity monitoring running on a continuous pipeline.

  • NewMarket intelligence pipeline - macro regime (RISK_OFF / CAUTIOUS / NEUTRAL / AGGRESSIVE), sector signals, and market outlook updated every 4 hours
  • NewSector screener - 11 GICS sectors, AI signal generation (LEADING / STRONG / NEUTRAL / WEAK / LAGGING)
  • NewAI portfolio reviews - HOLD / MONITOR / REDUCE / ACCUMULATE / EXIT per position
  • NewInsider activity monitoring - SEC Form 4 transactions tracked and scored
  • NewInstitutional data integration - ownership changes and holder concentration
  • ImprovedScreener presets - oversold, momentum, high-conviction - one-call screens
  • ImprovedDiscovery queue - unified signal feed from all AI pipeline sources

October 2025
Foundation

Foundation

Core data infrastructure built. Prices, technical indicators, news ingestion, and initial AI assessment across a universe of 2,700+ stocks.

  • New2,700+ stocks across NYSE, NASDAQ, and European markets - prices, fundamentals, analyst ratings
  • NewDaily OHLCV price history per ticker
  • NewTechnical indicators - RSI, MACD, Bollinger Bands, SMA50/200, EMA20/200, ATR computed daily
  • NewMulti-source news pipeline with initial AI assessment - sentiment, relevance scoring
  • NewComposite technical rating (0-10) with BULLISH / NEUTRAL / BEARISH direction
  • NewEarnings calendar - upcoming dates with EPS estimates