๐ Beta Version is Now Available
We are excited to finally release the beta version for our next website upgrade: discountingcashflows-beta.com
It has been quite a while since our last upgrade, and this is because a lot of new features have been added to this new version. Our goal is to improve the website as much as possible and ensure a smooth, bug-free official release. Any feedback / bug reporting during the beta would be highly appreciated.
A sincere thank you to everyone for your patience and continued support! โค๏ธ๏ธ
Important things to consider
The beta version will be accessible for a limited time and may experience temporary downtime periods.
Once the beta period ends, we will announce and launch the official version on the main website, discountingcashflows.com.
Following the official release, the beta will remain available for an additional week to allow you to migrate any data to the official site.
After this grace period, all data saved on the beta will be permanently deleted.
Who has access?
Access to the beta is available to all users through their existing accounts from the official website. Your account status (free or premium) will remain unchanged in the beta. Please note that account upgrades are not possible within the beta version.
New features and changes:
- Dark / Light Theme Toggle
- Upgrades to the Stock Watchlist Tool
- New API Endpoints and Limits
- Other Fixes and Changes
Dark / Light Theme Toggle
The website can now be toggled between light mode and dark mode by pressing the button in the lower left side of the screen (next to the login button).
Upgrades to the Stock Watchlist Tool
Access the stock watchlists page at: discountingcashflows-beta.com/watchlist/
New tabs have been introduced
To make it easier to keep up to date with your stock holdings, a watchlist can now track more than just the intrinsic value and the market price of stocks. The following tabs are now available:
- Insider - The latest reported insider transactions
- SEC Filings - The latest SEC filings
- Transcripts - The latest earnings call transcripts
- News - The latest news available
Symbols, Watches and Alerts
Watches are now organized by company (symbol). Each watchlist includes a set of symbols, with each symbol able to contain multiple value watches. Unlike before, when each value watch was limited to one price alert, each value watch can now have multiple price alerts.
Users have the following limits:
Free users:
- 1 watchlist
- Up to 3 stock symbols
- 1 stock price alert
Essential users:
- 5 watchlists
- Up to 50 stock symbols
- Up to 25 stock price alerts
Ultimate users:
- Unlimited watchlists
- Unlimited stock symbols
- Unlimited stock price alerts
New API Endpoints and Limits
Access the full list of API endpoints at: discountingcashflows-beta.com/documentation/api-guide/
The following API endpoints have been added:
- Finding Companies: #finding-companies
- Key Metrics: #key-metrics
- After Hours Quote & Market Open: #after-hours-quote
- Market Capitalization History: #market-capitalization-history
- List of earnings call transcripts: #list-of-available-transcripts
- Stock Ownership: #stock-ownership
- Earnings Results and Estimations: #earnings-results-and-estimations
- ETF data: #etf-exchange-traded-funds
The API request limits have changed for free users as follows:
- 250 requests/hour for unauthenticated users
- 500 requests/hour for authenticated free users
Authenticated free users can now generate and use an API key within external requests. To generate your free key, please visit your Account Settings
Currency Conversion
The API endpoints now include a currency conversion feature available for most currencies. You can specify the target currency by adding the desired currency in the request parameters (e.g., currency=USD).
For example, to convert the last twelve months income statement of The London Stock Exchange Group (LSEG.L) from GBP to USD, use the following query:
The JSON report will include the "originalCurrency" and "convertedCurrency" properties. Additionally, the "fxRate" and "fxDate" properties will be available for each item individually, based on their "date" property:
{
"originalCurrency":"GBP",
"convertedCurrency":"USD",
"report":[
{
"date":"2023-12-31",
"symbol":"LSEG.L",
"fxRate":1.27233,
"fxDate":"2023-12-31"
},
{
"date":"2022-12-31",
"symbol":"LSEG.L",
"fxRate":1.20857,
"fxDate":"2022-12-31"
}
]
}
Other Fixes and Changes
Upgraded Charting Tool
The new changes include a timeframe selector (from 1 minute up to 1 month), an indicator selection menu where you can choose technical analysis indicators such as CCI, EMA, MACD, and more. Lastly, there is a save button that saves the current timeframe and indicators to the browser's storage, and a delete button that resets the chart settings.
Financial Statements Table Reverse Order
Financial statement tables now allow you to reverse the order of columns and export the reversed table in Microsoft Excel format.
Financial Statements Table Currency Conversion
Currency conversion is now available for all financial statements. The conversion rate will be determined by the currency pair exchange rate on each individual date.
