Changelog
What’s new and improved in Stocklore — factual notes, not investment advice.
What’s coming next is on the roadmap.
- Dividend yield history added under Valuation
Below the P/E history you now see the daily dividend yield over the last five years and the range that held half of the trading days. One sentence says where today sits in that record, and tapping the lowest or highest day marks it on the chart. Special dividends are not included.
- Annual revenue, operating income, net income and operating margin under Results & financials
One card now shows bars for revenue, operating income and net income over up to the last 10 fiscal years, with a line for operating margin. Pick a year to see its numbers and that year’s 10-K filing date; tap the date to mark that day on the chart.
- Set alerts right from the earnings, risk factor and P/E cards
Under the earnings timeline, the risk factor changes and the P/E history cards, you can now set the alert that goes with each card (new 8-K filings, the next annual report, a P/E condition). The alert form opens under the card with that type already chosen; you set the threshold and turn it on yourself. Filing alerts also let you pick which forms to receive (8-K, 10-Q, 10-K, S-3) right there.
- The 13F quarter recap now shows risk factor changes from 10-Ks filed that quarter
In a quarter recap, the "that quarter" line now shows how a company’s risk factor headings changed from the prior year (new, removed and reworded counts) when it filed its annual report (10-K) that quarter. Tap the filing date to mark that day on the stock’s chart.
- Institutional buys and sells on the 13F pages are shown in words, without green and red
On the institution view, the institution rows in stock details and the watchlist 13F match, new, added and reduced positions and put/call options are no longer colored green or red. The chip text says what changed. Puts and calls now carry their meaning: the right to sell or buy at a set price.
- Pick a quarter in the institutions-holding bars under Institutions & flows
Tapping a bar in «Institutions holding, by quarter» shows how many institutions held this stock that quarter, the count the quarter before, and how many opened, added to or cut positions. Tapping the quarter name marks that quarter-end on the chart, and you can also go to what the company filed that quarter. In an institution’s expanded history, the quarter it started holding now links to the chart too.
- Glossary — a picture for dividend yield and short analogies for net debt, depreciation and TTM
The dividend yield entry now has a picture of the share of the price that comes back as dividends in a year (the same example company as the payout ratio picture). Net debt, depreciation and TTM open their tooltip with a short analogy.
- Jump from the At a glance overview to the tab with the numbers
In the At a glance overview, tapping Profitability, Growth, Financial stability or Valuation takes you to the tab with the underlying numbers (Results & financials, Earnings quality, Valuation).
- Go to that day on the chart from the 10-K filing date and an institution’s latest quarter
The risk factor changes card now shows this 10-K’s filing date, and tapping it marks that day on the chart. In an institution’s expanded history, tapping the latest reported quarter marks that quarter-end on the chart. Tapping the date chip on the chart brings you back to where you were.
- Faint text in alert emails is easier to read
Footnotes, the security note and links in alert and weekly emails were too faint against the background. They now use the same contrast as the site.
- Asking for another reset email within a minute now says to wait
Requesting another password reset email to the same address within a minute showed «sent» even though no new email went out. It now asks you to try again shortly. The link in the email you already received still works.
- Counts on the Japanese institution page now use Japanese units
On the Japanese institution page, the counts for positions held, new buys and puts under key metrics carried Korean units. They now use Japanese units.
Earlier updatesJul 17, 2026 – Oct 15, 2026
October 2026
- New
- 13F quarterly recaps — one page per quarter
- Improved
- Account emails now arrive in your language
- Institutional activity is now counted one quarter at a time
- See institutional moves by sector over the last four quarters
- Tap an earnings date to jump to that day on the chart
- Glossary — two new pictures and six short analogies
- Arriving from search, the welcome window no longer covers the page
- Fixed
- Stock splits no longer show up as «added» in an institution’s quarterly changes
- Late 13F filings now count toward a stock’s institution numbers
- New
- “This stock lately” — three recent events at the top
- Opening a stock from an alert now shows which alert brought you there
- Improved
- The price chart now fits on the first screen of a stock
- Stock pages now summarize recent earnings releases
- Fixed
- Korean names no longer appear on English and Japanese screens
- Date links in emails now take you straight to that day on the chart
- The welcome guide no longer covers a stock opened from a link
- Fixed
- Password reset links now open the new-password screen
- Sign-up confirmation links now leave you signed in
- Signing in with Google works again
- Improved
- Alerts now arrive together in one email each morning
- Filing, congressional-trade and product-recall alerts now show "Past alerts" and a "Last checked" time
- ETFs outside our list now open in the ETF view
- Fixed
- Fixed alerts that never came back after a failed send
- Fixed filing alerts that reported only one of several same-day filings
- Fixed congressional-trade alerts that did not report new filings
- Fixed inflated counts of institutions "newly added"
- Fixed holdings shown as "increased" or "reduced" when the share count had not changed
- Improved
- 13F institution alerts now arrive the day after that institution files; the quarterly email goes out once after the filing deadline
- The "Peers" list on stock pages now covers the whole sector evenly
- Fixed
- Fixed metric-condition alerts that never fired
- Fixed once-a-day bundled alerts not being resent after a failed email
- Old addresses of renamed stocks now lead to the current stock page instead of "not found"
- Improved
- Other filings a company makes under the results item now stand on the price chart too
- Move straight between institutions and stocks on the 13F screen
- Removed the «Buying into price weakness» card from the 13F screen
- Fixed
- Fixed earnings dates and post-release price moves landing on a different filing's date for some stocks
- Fixed 13F emails counting differently from the 13F screen
- New
- New earnings releases now appear on the stock page right away
- Improved
- Price reactions now say which closes they span
- Fixed
- Fixed the 13F tracker's «Institutional consensus» and «My institutions» taking a long time to load
- Fixed after-close releases from some companies being read as intraday, which shifted the price-reaction window
- Fixed the stock header showing a past estimated date after results were already released
- New
- The Valuation tab now shows this company's P/E over the last five years
- Earnings price reactions now show the market and sector over the same period
- Metrics are now compared within the same sub-industry
- Improved
- Combination labels on the Compare page now show where each metric sits against the sector baseline
- The changelog is now grouped by date and type
- Pasting a link now shows a preview image
- Fixed
- P/E and market cap now show correctly right after a stock split
- Price reactions to pre-market earnings releases now use the release day
- Outdated revenue and a mismatched P/E have been fixed for some non-U.S. companies
- Text in the wrong language on the Japanese and English pages has been fixed
- Korean and English pages now use the intended font
- Text that overflowed on narrow screens has been fixed
September 2026
- New
- You can attach a screen image when sending feedback
- Fixed
- Korean text mixed into English and Japanese glossary entries has been fixed
- Filings, insider trades and segment revenue now show for Alphabet Class C (GOOG) and Under Armour Class C (UA)
- Earlier results and filings now carry over for companies whose filing entity changed
- Product recall records now update daily for every stock
- New
- Ten years of annual dividends per share on the dividend card
- FDA drug approvals now appear on the chart and quarter cards
- Quarterly fuel costs for companies that report them
- Shareholder returns now show their share of operating cash flow
- Fixed
- Chart markers no longer overlap the grid lines
- New
- "What this company does" now shows the company's own words from its annual report
- New "Events" tab in your watchlist
- Improved
- Filing marks on the chart now cover five years, with press release headlines
- Alert emails now include what happened in the last 30 days
- A bigger price chart, plus a full-screen view
- Yield lines now carry maturity labels, and show both yields for a day
- Dates on quarter cards jump to that day on the chart
- Clearer wording in the analysis summary
- Fixed
- Fixed P/E and earnings dates for stocks with spin-offs
- Fixed an error when closing a stock with yields turned on
- Improved
- Metric names now open with an everyday comparison
- New
- The glossary now has pictures — see at a glance what a number means
- Fixed
- Fixed chart marks pointing at the wrong day when yields were turned on
- Fixed the glossary claiming you can see metrics we do not actually cover
- New
- See what happened on a given day, right on the chart
- Improved
- Marks now sit in a row above the chart, and rates can overlay the price
- New
- See what interest rates were doing, right under the price chart
- See what the email looks like before turning an alert on
- Congressional trades and product recalls can now send you alerts
- Filings now link to that day on the chart
- Institutional markers on the chart and the buy/sell grid are open to everyone
- Fixed
- Earnings markers on the chart moved to the announcement date
- Improved
- Sector average comparisons load faster
- Less waiting for financials in the detail view
- Fixed
- Stocks stuck one quarter behind now show their latest results
- Trailing 12-month totals and operating margin no longer mix periods
- The “one reporting cycle behind” note no longer appears too early for non-US companies
- Improved
- Risk factor changes now appear for 15 more stocks, including Intel, GE and Wells Fargo
- Company descriptions that were blank or slow are now filled
- Fixed
- Risk factors no longer stay on last year’s report after a new one is filed
- Fixed an inaccurate notice on Nutrien (NTR)
- Improved
- Financial metrics load faster
- Fixed
- Filings are no longer missed around market holidays
- Improved
- We now explain why results can lag a quarter
- Less-visited stocks open faster too
- Fixed
- The language banner’s close button is easier to tap
- New
- Buybacks and dividends now share one timeline
- The price chart now marks what happened around that time
- Improved
- Less rounding on chart bars
- A clearer description of what Pro does
- Fuller company descriptions, and the last-earnings line now shows the run
- Fixed
- Chart tooltips no longer wobble
- Fixed “See dividend history” landing on a tab without dividends
- New
- Segment margins, not just segment revenue
- Four more SEC filing forms explained
- Improved
- Ownership percentages now cover more stocks
- Prices load faster
- Fixed
- Market cap and P/B were wrong for overseas-listed companies
- Fixed
- Color-blind mode was out of reach on phones before signing in
- The bottom of the left menu was cut off on shorter screens
- Improved
- Why one institution shows an older quarter, explained
- Filing codes now link to what they mean
- We now flag email domains that cannot receive mail
- Revenue by segment now covers more stocks
- Segment names now appear as the company wrote them
- Fixed
- A wrong market cap sat at the top of the semiconductor list
- See what an institution newly bought this quarter
- Improved
- Segment names now read in your language
- Pages load much faster
August 2026
- Improved
- Institutional holdings are now on one line
- Netflix revenue by region is now available
- Clearer marking for quarters with a stock split
- Filter a fund’s 13F holdings by new, added, or trimmed
- Tap a filing form name to see what that form is
- Fixed
- This quarter’s institutional moves now show for every holder
- Fixed ROE for companies with negative equity
- Corrected the direction of institutional trades around stock splits
- P/E and net margin were off for some tickers
- Fixed the "increased position" label in quarters with a stock split
- New
- Ownership percentage and per-institution holding history added to 13F
- Fixed
- Long-held positions were showing as "new this quarter" in 13F
- New
- Government bond yields now sit next to the DCF discount rate
- Five SEC filing terms added to the glossary
- Fixed
- Dotted underlines were sitting too close to the text
- Fixed oversized labels on the institutional holders chart
- New
- Now tracking 52 institutions, up from 34
- Federal contracts, quarter by quarter
- What happened in a quarter, gathered in one place
- Set alerts on trading volume
- See where a figure sits within its sector
- Improved
- See at a glance which year the risk factors changed most
- New results show up the day they are filed
- Estimated earnings dates are more accurate
- Pages load faster
- Sector lists are wider — pressing Financials now includes Crypto too
- Fixed
- Fixed the risk factor table not loading
- Fixed missing earnings dates on some stocks
- Risk factors load faster, and show that they are loading
- Share a stock by its address
- Market cap now fills in for stocks like Berkshire and Visa
- New
- Choose 1M, 6M or 1Y for the mini price charts in lists
- Press a sector on a stock’s detail panel to see the rest of that sector
- Improved
- Bitcoin-related stocks now sit in their own “Crypto” sector
- We now state where AI is used, on the About page
- New
- Dividend yield is now a column in your watchlist
- Improved
- Your watchlist, 13F and alerts now link to each other
- Prices load faster, and stay put when a fetch misses
- Fixed
- Stocks wrongly marked “data unavailable”
- Cleanup
- Short interest has been removed from the screen
- New
- Open a stock and you see what is coming up
- Improved
- Next ex-dividend dates now appear for many more stocks
- A stock’s detail view is now split into six sections
- Regional segment names now read as place names
- Fixed
- Metric names that appeared in Korean on the Japanese site
- New
- Segment revenue now covers more companies, split by business, product, and region
- Improved
- Earnings now show five years at a glance, with the table folded
- Sector benchmarks now use more companies
- New
- The weekly email now looks two weeks ahead
- Improved
- Alert emails now carry charts and context
- Cleanup
- Prices and charts are paused for now
- New
- A new guide: how to check dividends
- Improved
- A one-line read on the last earnings
- The chart now tells you the volume
- Fixed
- Japanese pages that were lagging behind are now in step
- Improved
- The guide page is now three groups, with real screenshots in the articles
- Improved
- Prices change without a refresh
- Improved
- Smaller new positions are visible now
- Earnings marks now span the full five years
- The stretch an institution held is easier to read
- Fixed
- Institutional holdings now follow through to the latest quarter
- New
- Vertical lines now mark a date on the chart
- Lines you draw on the chart can carry a note
- A “Guides” section is now in the left menu
- Improved
- A limit on how many 13F institutions you can follow
- Fixed
- Japanese text that stopped mid-sentence has been fixed
- New
- Recent filings now appear on the stock detail view
- The earnings calendar now shows results that are already out
- Volume now appears with the price chart
- Stocklore is now available in Japanese
- Improved
- More holdings in each institution’s portfolio
- The cross-institution view can now be narrowed to the institutions you follow
- We now show where a high ROE comes from
- Q2 2026 institutional holdings are in
- Yen pricing in Japan
- Fixed
- The post-earnings move is now measured from the announcement date
- JPMorgan’s quarterly results are back
- Fixed an institution appearing several times for one stock
- Fixed
- Fixed awkward sentences on the English screens
- Improved
- Small links and buttons are easier to tap on a phone
- The top of the search home reads more easily
- The 13F tracker now follows 34 institutions
- The Options entry now shows how a 13F records options
- Fixed
- Sector icons are now legible in dark mode
- New
- Short interest now shows in your watchlist table
- Improved
- ExxonMobil’s earlier results are back
- Fixed
- Fixed: full-year results were labeled as “quarterly”
- We now separate “stopped filing” from “sold out” in 13F marks
- Cleanup
- Terms and Privacy Policy updated to match how billing actually works
- New
- See whether the institutions you follow hold this stock, right by the chart
- Improved
- We now tell you when the next 13F data arrives
- New
- Open 13F and start with “My institutions”
- Sloped lines on the chart
- Draw your own lines on the chart
- Moving averages and filing markers on the price chart
- Short interest is now on every stock
- See which institutions hold a stock, and since when
- Improved
- The stock detail panel and its chart are bigger
- Risk factors now show what is new that year
- Short interest is now under the institutions section
- ETF holdings now show how much of the fund we actually cover
- We now show how much of a 13F filing is options
- Fixed
- Fixed: the price chart ignored colour-blind mode
- Fixed risk factors that stayed in English
- Fixed ETFs showing holdings from an outdated filing
- The institution count was too low
- Some foreign companies were showing very old financials
- New
- A “Changes” tab has been added to your watchlist
- Improved
- Institution counts now reflect full reported holdings
- Company profiles load faster, and pending values now show as loading
- Explained what the marks next to each 13F ticker mean
- The Changes tab is now one line per stock
- The watchlist now shows every change for a stock
- Fixed
- Next earnings dates are now accurate
- Fixed the value box disappearing when adding a filter
- Fixed 13F institutions whose holdings never loaded
- Companies with many risk factors are now translated all the way through
- New
- See five years of risk factors side by side
- Improved
- The Pro page now says what keeps getting added
- Smaller companies are visible again in the quarterly revenue chart
- Comparing three or more stocks no longer drops the rest of the page
- Metric explanations are now in one place
- Risk factors added for Chevron, Ford, FedEx and five more
- Risk factors added for McDonald’s, Pfizer, Morgan Stanley and others
- More tickers now show how their risk factors changed
- The About page now says who builds this
- Choose your Pro billing cycle — 1 month, 3 months, or 1 year
- Fixed
- Renamed stocks are findable under their new symbols
- Fixed: a few tickers showed business descriptions in place of risk factors
- Fixed: category headings were showing up as individual risk factors
- Fixed: delisted stocks showed a blank analysis with no explanation
- New
- See how many institutions held a stock, quarter by quarter
- Biggest gains and declines, by period
- Improved
- Plain-language notes next to every metric
- What the company does, right at the top
- Smoother scrolling on phones
- Fixed
- Stocks that had quietly dropped out of institutional holdings are back
- Logo not returning you to the home view
- New
- A roadmap you can read
- Improved
- Tap a metric name to see what it means, right there
- Clearer reasons for blanks, and what date each figure is from
- Fixed
- Sliders moving together on mobile
- Explanations that would not open on phones
- Improved
- We now say exactly which date each figure comes from
- Filters now explain what each metric measures
- Fixed
- Fixed debt ratio and ROE that were being calculated from old filings
- New
- New “what changed this quarter” alerts — we tell you when the filings change
- Alerts can now use financial metrics — 15 of them, from ROE to debt ratio
- Free plan now includes one alert of each kind
- Improved
- Clearer reason when a password is rejected
- Fixed
- Fixed the flash that wiped your input when signing in
- Fixed the empty gap at the bottom of the home-screen app
July 2026
- Improved
- The 6-month trend now shows on phones too
- The changelog now folds by date
- The 13F match screen now says how it ranks institutions
- We now say how much is missing from the cash breakdown
- Headings and fine print are easier to read
- The 13F screen is easier to read
- Explained why the income statement does not add up exactly
- Fixed
- Loss amounts in the portfolio were written oddly
- Some “newly bought” institutions were actually betting on a fall
- Korean text that was showing on English screens is fixed
- One institution was being counted as two
- Corrected the count of newly added risk factors
- Business descriptions no longer leak into the risk factor list
- Preset edits were lost when you left the page right away
- New
- Edits to a preset now stick (Pro)
- Improved
- Faint small text is now legible
- We no longer say “expensive” or “cheap”
- Screen readers now announce what each field is
- Click any stock row to open details, everywhere
- Easier stock search when adding to your portfolio
- Stock details are easier to read
- Close dialogs with the Esc key
- You can now reach your subscription while subscribed
- Compare up to five stocks side by side
- Fixed
- Fixed five institutions that led nowhere from the detail view
- Fixed Korean text showing up on the English site
- Watchlist filters survive a refresh
- Fixed institution names breaking apart on phones
- New
- Get alerts on your device instead of by email
- Add Stocklore to your home screen and it opens like an app
- Pay with Naver Pay, Samsung Pay, Payco, or Korean cards
- Improved
- Your subscription status is clearer now
- New
- Reset your password yourself
- Pay for Pro with an international card
- Improved
- Simpler refund terms
- New
- Spot what changed across your watchlist at a glance
- See what changed this quarter, right at the top
- New
- New guide: how to check a fund’s holdings with 13F filings
- See how concentrated each 13F institution is
- Improved
- Institutions that stopped filing 13F now say so
- Fixed
- Fixed: two 13F institutions showed portfolio value 1,000x too small
- Fixed: Jana Partners showed only one holding
- New
- Add stocks to your watchlist without signing in
- Improved
- Added notes to figures that are easy to misread
- Data basis shown on every screen, and a tidier home
- Fixed
- Fixed market caps that were showing incorrectly for some stocks
- Fixed a search dropdown that covered results and would not close
- Improved
- Preset alert emails now tell you why they arrived
- See when your alerts were last checked
- We tell you where your portfolio is saved — before you type
- Clearer menu names
- Fixed
- Watchlist filters now agree between the screen and alerts
- Fixed: holdings could vanish when you signed in
- Fixed: opening a featured stock in a new tab could 404
- Cleanup
- Our explanations now match what we actually compute
- DCF defaults are not recommended assumptions
- Security wording you can verify