Changelog

When looking at institutional holdings, the share of the company they own was blank for some stocks — companies with multiple share classes (Alphabet, Meta, Visa and others) report their share counts differently, and we could not line the numbers up. That is now filled in for 67 stocks. Where we still cannot line them up, we say why instead of leaving an unexplained blank.

Prices in your watchlist and on stock detail take less time to appear — about a third less with 10 tickers, and about half with 40. Quotes are still delayed 15 minutes, and the values themselves are unchanged.

Until now you saw only each segment’s share of revenue. For companies that also disclose operating income by segment, each segment now shows its margin — for Apple, 47.4% in the Americas and 39.4% in Greater China. It appears only where the company disclosed it; otherwise the space stays blank.

Companies listed in the US from overseas report share counts on their home-market basis, and we were multiplying that count by the US share price. Some tickers showed a market cap several times the real figure; others were blank. The basis now matches. P/B was off for the same reason when a company reports in its local currency — in that case we leave the value out and say why.

ARS (annual report to shareholders), 11-K (employee stock plan annual report), S-1 (securities registration) and 40-F (Canadian annual report) now open an explanation when you tap them in the filing list — including what each form does and does not tell you.

Color-blind mode — which swaps green and red for blue and orange — sat inside a menu that only opened once you signed in. On phones it is now available from the top-right button without signing in. Dark mode is in the same place.

On shorter screens the left menu ran past the bottom, leaving sign-out and feedback cut off and unreachable. Opening “Account & data” also shoved the whole page upward. Now a long menu scrolls inside itself, and the account and Pro rows stay pinned at the bottom. Account items moved into a menu that opens from your name — the same way it works on phones.

Market cap in the sector table is computed as price × shares outstanding, but foreign companies listed in the US report share counts on their home basis. That put TSMC at the top of semiconductors at several times its actual size. For stocks where we cannot confirm the two numbers share a basis, market cap is now left blank — a blank beats a wrong number.

In the 13F tracker some institutions show a quarter older than the rest. Pershing Square was one: it did file, but filed a notice that carries no holdings. That fact now appears under the quarter label.

Codes like 10-K, 10-Q, and S-3 in the recent filings list now open a one-line explanation. Two new entries were added: the annual proxy statement (DEF 14A) and employee stock plan registration (S-8) — where executive pay and share dilution are actually recorded.

Signing up with a domain that cannot receive email means the confirmation never arrives. We now check the domain at sign-up and ask you to re-check the spelling when it cannot accept mail.

The 13F tracker counted position changes only among the names displayed, so a small new position never reached the count — sometimes showing “New 0”. Counts now cover the entire portfolio: Berkshire Hathaway’s 2026 Q2 went from “New 0 · Added 3 · Trimmed 2” to “New 1 · Added 7 · Trimmed 6”. Names with a change are also added to the list even when the position is small, so tapping “New 1” shows you which stock it was.

Companies break revenue into segments in their own way. Tables that state the total first and list the parts beneath it were not being read, so those companies showed no segment revenue. That shape is now handled, and stocks such as Target and Nvidia show segment revenue for the first time. Stocks whose data was already collected but was not reaching the screen were fixed at the same time.

Some names appeared with broken spacing — “I Phone”, “Restof World”. The filing data supplies names as single run-together words, and splitting them ourselves produced those results. The same data also carries the label the company itself attached, and that is what appears now: “iPhone”, “Rest of World”, “Wearables, Home and Accessories”. Segment names in the “At a glance” card are also translated the same way as everywhere else.

Revenue-by-segment used to show names exactly as filed — “Family of Apps”, “Asia Pacific”. Korean and Japanese readers now see them in their own language, with the original kept alongside for names a company coined. Where a company states in its filing what a segment contains, that sentence appears in a tooltip next to the name — for Meta’s Family of Apps, “our Facebook, Instagram, Messenger, and WhatsApp products”.

Opening a stock used to mean waiting for metrics, charts, and filings to appear. The place that holds the data and the place that builds the screen sat far apart, so every lookup made that round trip. They now sit together. A stock you have opened before appears almost immediately, and a first visit waits far less. Financial metrics are also prepared ahead of time instead of being recalculated per stock.

About half the institutions listed for a stock were missing their move for the quarter — labels like "increased" — and the link to the institution’s page was missing too. The data used to draw that list holds only each institution’s top 50 positions, so anything below that did not show. It now reads the full set of reported holdings. For Apple, labels appeared on 7 of 15 holders before; now all of them.

Institutional information used to sit in two places on the stock detail: one section for who has held it and since when, another for how they moved this quarter. The same institution appeared twice, and it was not obvious which row to click. It is now one line — portfolio weight, ownership of the company, this quarter’s move, and how long they have held. Clicking the row opens that institution’s quarter-by-quarter history in place; the “13F →” on the right goes to their page.

Segment revenue is read straight from the tags a company attaches to its filing. Netflix tags its regional revenue with two layers, and the way we read those tags did not handle that shape — so this one company was missing. Revenue for United States and Canada, EMEA, Latin America, and Asia-Pacific now appears. Segment revenue for other companies was refreshed to the latest quarter at the same time.

Years of buybacks can push a company’s book equity below zero. ROE divides by equity, so a negative denominator flips the sign even for a profitable company. Booking Holdings earned $5.4B in 2025 yet showed an ROE of -96.8%. Twenty-six tickers were in that state, including McDonald’s, Starbucks and AbbVie, and those values were also mixed into the sector median that other stocks are compared against. ROE now appears only when equity is above zero, and the blank says "Equity is negative." A negative ROE from an actual loss still shows.

Share counts in institutional filings are not adjusted for stock splits, so in a split quarter every holder of that stock showed up as having "added." We now read the quarterly shares outstanding the company reported and compare ownership percentage instead of raw share count. Ownership does not change through a split, so it can be compared across one. Apple’s 2020 Q3 read as "all 6 added"; in fact three increased and three trimmed. Where shares outstanding are not available, the quarter still reads "not compared."

Share counts in institutional filings are not adjusted for stock splits, so they cannot be compared across a split. We used to label those quarters "split" — but we cannot actually tell a split from another kind of adjustment, so that label claimed more than we know. Those quarters now read "not compared," with a note on why and on what you can look at instead (weight within the portfolio). We also drop the share-count labels such as "added" or "trimmed" for those quarters — we should not state a result we just said we did not compare.

Chips now sit above the holdings table on the institution page. Tap New, Added, Trimmed, or Unchanged to see only those names, and the count of what is shown out of the total stays visible. We also made the "names changed" figure say what it counted: we show only the largest positions by reported value, and the figure is counted within that shown list.

In the recent filings list on a stock page, tapping a form name such as 8-K or 20-F now shows a short explanation in place, with a link to the glossary for more. The insider trading card title links to the Form 4 entry the same way.

Earnings per share is stated on a different basis before and after a stock split, and we were adding values from both bases together. That made P/E far from the real figure for companies with two share classes, such as Berkshire Hathaway, and for companies that split recently. Where the bases are mixed, we now leave the value out and say why. Net income had a related issue: for some tickers the company had moved to a different filing tag and we were still reading the old one, so we now read the current tag and stop using figures that are too old. Booking Holdings' net margin moved from 9.0% to 25.5%.

The share counts institutions report are not adjusted for stock splits, so in a quarter with a split every institution holding that stock was marked as having increased its position. In Apple's Q3 2020, that was 6 of 6. It was the split, not buying. Those quarters now carry a "split occurred" note. The share-count change on the buyback card and the per-share bars in the results chart were adjusted for the same reason.

The query that reads institutions' filing history was being cut short, so 11 of 53 institutions were missing their past records. Positions held for years therefore looked like first-time buys this quarter — 226 of 429 tickers were in that state. The query now reads the full history. In the same view, put options (bets on a decline) were being shown as stock holdings; that is fixed, and options now appear in their own section.

The list of holding institutions now shows what percentage of the company's shares each institution holds. That is a different figure from its weight within the institution's portfolio, so you can see the size from the company's side as well. Selecting an institution expands a bar view of how it has held this stock over the last 12 quarters, along with the quarter it first appeared.

On the Valuation tab, the 10-year government bond yields for the US and Japan appear beside the discount rate slider, with the current value and the value from five years ago side by side — so you can see how different the rate environment was for the same company. The figures come from the U.S. Treasury and Japan's Ministry of Finance, and the discount rate itself is still yours to set.

Text with a hover explanation (next earnings date, ex-dividend date, and others) carries a dotted underline, and that line sat right against the letters — overlapping the descenders. The underline now sits slightly lower, and all seven places using this style were brought in line at once.

On the Institutions tab of a stock, the axis labels and the max marker on the bar chart grew with the width of the screen — the wider the display, the larger they got. They now render at a consistent size everywhere, and the chart itself sits at a sensible height.

Added 13F, Form 4 (insider transactions), risk factors, segment reporting, and the 20-F and 6-K forms. They cover which filing each number on a stock page comes from, and what that filing does and does not say. The shelf registration entry also said this was not something you could see here — it is, in the filing list.

On the Filings & Risk tab of a stock, the five-year risk factor table could stay stuck on "Loading". It was not fetching the data when you opened the tab; now it loads as soon as the tab opens. The institutional buy/sell timeline had the same problem.

A yearly bar now sits above the risk factor table. Bar length is how many items were added or dropped that year — the total count barely moves year to year, so the bars show the change instead. Inside the table, the years a risk appeared are joined by a line, so you can read when it showed up and when it went away.

Added Korea's National Pension Service, the Gates Foundation, Blackstone and Sequoia, along with managers like Chris Hohn (TCI), Terry Smith (Fundsmith) and Chuck Akre. Each institution now shows its reported value directly in the list. As before, 13F covers US equity holdings only — not total assets under management.

Procurement contracts the US federal government made with a company now appear in the quarterly cards on the stock detail panel, with the transaction date, awarding agency and amount. We only connect a company when the name is an exact match, so some companies with contracts will not show any.

Some stocks — Visa, Berkshire Hathaway, Airbnb among them — had no earnings dates, so they never appeared in the earnings calendar. We now read the same date from the revenue filing. For companies that do not report EPS in filing data, that figure stays blank and we show revenue only.

When a company files a new report with the SEC, it now reaches the screen the same day. Previously we only refreshed on a fixed schedule, so it could lag by days. For a quarter that has been announced but is not yet available as filing data, the screen says so.

Next-earnings estimates are now based on when the company reported the same quarter a year earlier. The share landing within seven days of the actual announcement rose from about seven in ten to nine in ten.

Risk-factor changes used to take a long time on stocks opened for the first time. We doubled the set of stocks prepared in advance, and the panel now shows a loading state instead of an empty space that looked like a missing feature.

Stock detail and sector screens are noticeably faster. We stopped rebuilding the same data over and over, and now prepare frequently viewed figures in advance — so even the first visitor of the day waits less.

Open a quarter under “Filings & Risks” and you see that period’s filings alongside the price move, dividend changes, institutional position changes, and insider trades. Links from alert emails open straight to that quarter. Connecting them is yours to do — a 13F reports holdings as of quarter end, so when shares were bought or sold during the quarter is not disclosed.

Alerts and filters now include “Volume vs 20-day average”. You choose the multiple at which you want to be notified. The same figure is available as a column in your watchlist.

Operating margin, ROE, debt ratio and PER now show notes like “Higher within its sector (top 25%)”. They appear only at the tails of the distribution — nothing is written for the middle. The note states that the value is high or low, not whether that is good.

Opening a stock now shows it in the address bar. It stays open after a refresh, and copying the address reopens the same view later.

Sectors now list more stocks. Crypto sits inside Financials in SEC filings, but pressing Financials used to show none of it; now it does. Coinbase, Circle and IREN joined the Crypto side. Sector averages are still worked out within Crypto alone, so companies of different kinds are not measured against each other.

Stocks with multiple share classes or traded as depositary receipts — Berkshire Hathaway, Visa and others — had an empty market cap, because the way we read share counts from filings did not cover that structure. It now fills in, along with the price-to-book figure that was blank for the same reason.

The small price charts in search results and your watchlist now have a period you can pick. Your choice sticks on that device, and both screens share the same setting.

The sector name at the top of a stock’s detail panel is now a link. Pressing it lists the other stocks in that sector, so you can go straight from one company to the ones beside it. The ⓘ next to the name describes what the sector covers. Sector lists are now ordered by market cap — previously a few stocks were pinned to the top, and that placement was our pick, so we could not state the basis for the order.

MSTR, MARA, RIOT, CLSK and BTBT file with the SEC under finance (SIC 6199), so they were being compared against the same sector benchmark as banks and card networks. They now have their own “Crypto” sector, compared against companies doing the same thing. Stock details and sector cards read “Financials › Crypto”, so you can see which broader group it sits in. The ⓘ next to a sector name opens the description and the SEC filing classification.

The “Data sources and limits” section of the About page now says that some content is produced with AI, translation included. Which parts use AI — and which do not — has been written out on the methodology page all along.

Pressing “Compare” in your watchlist now opens the compare view with your saved stocks already loaded, so you do not pick them again. On the 13F page you can go straight from “institutions that moved your stocks” to which institutions overlap with yours, and pressing a ticker in Alerts opens the detail panel in place instead of leaving the page.

Dividend yield was on the stock detail view but not in the watchlist table, so comparing the stocks you saved meant opening them one by one. You can now turn it on as a column, sort by it, and use it as a filter. It is calculated the same way as on the detail view — paid regular dividends only, adjusted for splits.

No new filings were reaching us, so the figure had been frozen at the July 31, 2026 settlement date. With only a past value that cannot be compared against today, we took it off the screen. What short interest is, and where to look it up directly, remain in the glossary and the how-to guide.

A stock whose data we briefly could not fetch was being judged as no longer trading — the whole view was blurred and labelled as restricted. We now separate “could not fetch” from “actually delisted”. Where a fetch simply did not come through, only that field stays blank and the rest of the view is unaffected. A wrong label could also persist for a day; that is fixed too.

Prices used to be fetched fresh on every request; they are now stored and read back. Returning to the same stock is noticeably faster, and if a fetch briefly does not come through you still see the last value. The timestamp shown alongside it is unchanged.

An ex-dividend date used to appear only where the company had already declared one. Where there is no declaration yet, we now calculate the next date from the intervals at which that company has actually paid. A calculated date is labelled “est.” and carries the spread — how far it landed from the actual date in earlier rounds — as “±N days”. It switches to the disclosed date once the company announces one. Stocks that have stopped paying, or whose intervals are too irregular for the calculation to hold, are left blank.

Earnings dates were only visible inside your watchlist. Now opening a stock shows the next expected earnings date and the next ex-dividend date at the top. The earnings date is marked “est.” because we calculate it from how long that company has historically taken to file after a quarter ends. The ex-dividend date is one the company has declared. Where we do not know yet, we leave it out.

Metric names such as operating margin and debt ratio were showing in Korean on the Japanese site. They now appear in Japanese, using the wording already established in our Japanese glossary rather than newly coined terms.

Opening a stock used to lay everything out in one long scroll, from the company overview down to filings, so reaching a particular part meant a lot of scrolling. Pick one of six sections at the top — At a glance, Results & financials, Earnings quality, Valuation, Institutions & flows, Filings & risk — and you see just that part. Nothing was removed. The three financial statements (income statement, balance sheet, cash flow statement) now sit in one place you can switch between.

When a company reports revenue by region it often files two-letter codes like “CH”, “ID” or “PH”. Left as they are these are hard to read — and “CH” is Switzerland, though it reads like China (China is CN). These now appear as Switzerland, Indonesia, Philippines and so on, and shorthand like “EMEA” or “APAC” is written out. Where a company uses its own abbreviation, we expand only the ones we could confirm in its filings and leave the rest exactly as filed.

The quarterly earnings bars went from 6 periods to as many as 20. For companies with a season — those whose sales cluster at year-end, for instance — that cycle is now visible at once. Hover a bar for that quarter’s revenue, EPS, change and period end. The earnings timeline below it now shows the six most recent rows and folds the rest behind “Show more” — twenty rows stacked vertically made everything under them hard to reach.

The benchmark behind “compared with the same sector” used to come from up to 15 names per sector; it now uses every name we cover in that sector (semiconductors 14 → 31, bio/health 15 → 35, and so on). Labels like “top 25% in sector” describe a position within that sample, so widening the sample moves those boundaries too. The details are on the methodology page.

We now read the values companies file with the SEC with each figure tagged by name. More companies have segment revenue as a result, including ones we previously could not show because the numbers did not add up (such as UnitedHealth, whose segments sell to each other). When a company reports revenue under more than one lens, you can switch between Business / Product & service / Region tabs, and the mix trend below follows the same lens. We also read past filings, so most trends now span about two years. When the segment total differs from company-wide revenue, we spell out what the difference is.

Prices, charts, and the figures calculated from them (P/E, P/B, market cap, dividend yield, RSI, moving averages, 52-week range) are not shown at the moment. We are moving to a different market-data provider. Financial statements, segment revenue, risk-factor changes, non-GAAP figures, 13F institutional holdings, filing lists, the earnings timeline, and the glossary all still work, and anything saved in your watchlist or portfolio is untouched. Condition alerts and the weekly email will resume together with prices. New subscriptions are paused in the meantime.

A condition alert used to be a single line — “RSI dropped below your level.” It now arrives with the company name and current price, plus small charts: the recent price path, where the price sits in its 52-week range, and RSI on its 0–100 scale. Numbers alone do not say where you are. Financial alerts show the two quarters being compared and the quarterly EPS path; filing alerts list the company’s earlier filings with links to the SEC originals. Institutional alerts add how the number of institutions holding the stock has moved over the years, and each fund’s weight in its own portfolio.

The weekly watchlist email only covered the week that had passed. It now also lists earnings dates and ex-dividend dates falling in the next 14 days. Earnings dates are estimated from each company’s own past filing intervals; ex-dividend dates are what the company disclosed — the two are marked differently because they are different kinds of fact. On weeks with nothing scheduled, it says so. Financial changes are now split into what was newly picked up this week and what is still ongoing.

Dividend records are not kept in one place — they are split across the company’s investor relations page, Form 8-K, and the cash flow statement. The guide covers what each one answers, which of a dividend’s four dates decides who gets paid, and the points where counting an annual figure goes wrong. Special dividends and stock splits, and how they unsettle that arithmetic, are in there with real examples.

Under “Already reported” in the earnings calendar, revenue, EPS and the price move sat there as three separate figures. A line now sits above them — “Revenue rose while EPS fell from the same quarter a year earlier.” The comparison is always with the same period a year earlier, and the EPS from back then is shown next to the current one. It says which way each moved and stops there. Companies that report once or twice a year are compared against the previous year or the same half-year period.

The volume bars were there, but reading them meant eyeballing the height. A line under the chart now spells it out — “Latest session · Volume 41.0M shares · 0.8x the 20-day average.” Hover the chart, or drag a finger across it, and it switches to that date. It gives the figure and how it compares with the 20-day average, and stops there.

After a Korean explanation was reworded, the Japanese sometimes stayed on the older sentence. Those are now matched to the current wording across the glossary, the guides, the methodology page and this changelog. A few places that showed English on a Japanese page are filled in too — the key metric names on a stock page, the portfolio badge criteria table under methodology, and the “How were these chosen?” note on the 13F page.

“Guides” in the left menu used to be one flat list. It now splits into Start here, Reading public filings yourself, and Using Pro features. The first group says in one line what each of the six screens does, and tapping one takes you straight there. Each article’s “See it in Stocklore” step now shows an actual screenshot. On a phone you get the phone version of the screen, and in dark mode the dark one.

Leave the watchlist, a stock’s detail view, search results or your portfolio open and prices and daily change redraw on their own. It checks once a minute and updates the number in place when it has moved. Quotes stay delayed by 15 minutes and the screen checks every minute, so a number is 15–16 minutes behind the trade. The footnote now also says which minute it is from. It rests while you are on another tab, and checks less often once the market closes and the numbers stop moving.

A stock page would say the most recent filing was 2026 Q2 while the holding stretch and the institution count stopped a quarter earlier — and in that gap the latest bar of “institutions holding this” read far lower than it should. Both now reflect the latest quarter.

Changes used to be counted only among a fund’s larger holdings. They are now counted from the full filing — a stock page names the institutions that opened a position this quarter, and an institution’s page lists new, added, trimmed and sold-out in one place. Each line carries its weight, because “they bought it” reads very differently at 0.08% of a portfolio than at 20%.

On a five-year chart the marks used to cluster in the last year and a half; they now cover the whole span. Tap one for that quarter’s revenue, EPS and the price move on the next trading day. When the list of dates below gets long, the six most recent stay open and the rest are one tap away.

Quarters held by an institution used to be a faint shaded band; that stretch of the price line is now drawn bolder instead, so one less layer sits on top of the chart. Filing marks became a small dot with a thin line down to the bar it belongs to, and institutional marks fit the number of movers into a single chip.

Pick “Date” under Edit lines and tap the chart to place a vertical line on that day — an earnings date, a filing date, whatever you want to mark — then tap the date to leave a note. Vertical lines do not move: a date is a specific day, with no in-between.

Draw a line and record why. Turn on Edit lines and tap the price beside a line to write a note; with editing off, tap a price marked with a dot (·) to read it. Notes save in this browser without an account, and move to your account when you sign in.

Step-by-step guides for looking up public filings yourself, gathered in one place — until now only search visitors could find them. Recent filings on a stock page and glossary entries link into the relevant guide, and there is a page on how each Pro feature works.

Five on a free account, twenty on Pro. Institutions you follow gather under “My institutions” on the 13F screen, where this quarter’s changes for all of them sit together. Every institution’s holdings stay open to read as before, and anything already saved stays.

A step in our translation process passed along only the first part of each source sentence, leaving 466 strings — including notices and disclaimers — cut off mid-sentence. All have been retranslated, and a check now catches this immediately if it recurs.

A company announces results in a current report (8-K) first and files the periodic report (10-Q) a few days later. We had been measuring the price move from the later date, which missed the day the market actually moved — for Coca-Cola’s last quarter, what read as −0.2% was in fact +0.7%. We now measure from the announcement, and say which date is which.

Banks report total revenue net of interest expense rather than a “revenue” line, and we were not reading that item — so JPMorgan’s quarterly series stopped in 2014 and only annual figures showed. Quarters now appear. For BNY Mellon and CleanSpark the quarterly figures are absent from the filings themselves, so those stay annual.

We list what the company filed with the SEC, most recent first. A current report (8-K) states why it was filed as numbered items, and we spell those out — results of operations, officer changes, entry into a material agreement. Each row links to the original filing. The glossary also gained entries for Form 8-K, Form S-4, and Schedule 13D/13G.

An institution can report the same stock both as shares and as options, and we were counting those separately — so one institution could appear two or three times in “My watchlist × institutions,” sometimes as both an increase and a decrease. Each institution now appears once, and positions held only through options say so. The new/added/trimmed counts are by stock as well.

The Korean tab name changed to a plainer word. It used to hold only the next expected date. It now also lists earnings filed in the last 90 days, grouped by date. Opening a date shows revenue against the same period a year earlier, EPS, and how the stock moved on the trading day after the filing. Expected dates carry a ~ because we calculate them; filed dates do not, because they are actual.

Daily volume is drawn as bars beneath the chart. Days that closed up and days that closed down are colored differently, and a 20-day average line sits alongside so you can compare a day against its usual level. We do not label any level as high or low.

We used to show the top 15 holdings for every institution. Institutions differ in how widely they spread, so 15 covered nearly everything for concentrated ones but under 15% of reported value for the widest. We now show holdings until 90% of reported value is covered (up to 50), and state how many are not in the list.

Star a few institutions and a My / All switch appears above the cross-institution view. Under My, it collects only what those institutions opened, added to, and trimmed this quarter. With few institutions the “two or more together” rule leaves nothing, so that view shows a stock when even one of them moves, and says so on screen. Under All, your institutions are marked with ★ and the count reads like “6 institutions · 1 of mine.”

ROE divides by equity, so it rises as equity gets smaller — and equity gets smaller both through borrowing and through accumulated buybacks. Until now we only explained the first case. We now place ROE next to ROIC, which is measured on total invested capital, so the gap between them is visible as a number.

Holdings for 33 of the institutions we track are updated to their Q2 2026 filings. From now on, new filings and amendments show up within hours of reaching SEC EDGAR. 13F reports are due within 45 days of quarter-end.

Pro prices are shown and charged in Japanese yen when you visit from Japan — ¥1,430 for one month, ¥3,300 for three months, ¥11,000 for a year. Korea stays in won, and other regions stay in US dollars.

The interface, the glossary, company descriptions, the methodology pages, and risk-factor items are all available in Japanese. Pick a language at the bottom left (top of the screen on mobile). The terms and privacy pages are readable in Japanese too; the Korean version remains the official text for those documents.

In several places a count of one still read as plural — “1 tracked institutions”, for example — where we count institutions, put positions, or risk items. Those now read correctly for one and for many. We also found and fixed a few labels that were still showing in Korean on English screens.

On the search home, sector card icons blended into the background on dark screens because their colors assumed a light background and did not follow the theme. They now change with the theme and with color-vision mode. The sector bars in the portfolio “Group lens” had the same issue and were fixed too.

Links with small text — such as the tickers inside sector cards on the search home — had equally small tap areas, so a neighbouring item was often hit instead. The text size is unchanged; only the area your finger can reach is wider. The footer links and the remove/star buttons on the compare page were widened the same way.

The four items under “How we help” came out of their boxes and are now separated by thin rules — stacked boxes made it hard to tell what to look at first. The line explaining what the “Period movers” list is has also been enlarged to a readable size.

Scion Asset Management has filed no 13F since 2025 Q3, so we took it off the tracked list: a holding list that no longer changes reads like current flow when it stands next to this quarter's filings. Until now its three-quarter-old holdings were counted in “same quarter” tallies and in watchlist 13F overlap. We also recalculated the holder counts in each stock's “Institutional holders over time” — in some quarters a stop in filing had been counted as selling out. The past filings remain on SEC EDGAR.

A 13F reports an option at the value of the shares it covers, not the premium paid — so in a filing that mixes in options, “how much was put in” and “how much is riding on what” are two different numbers. We added a quarter where a filing read exactly that way, to help you read the “options share of reported value” figure on screen.

After billing was consolidated with Paddle, both documents still described the earlier setup (a domestic provider plus an international one). The Privacy Policy now names the party that actually handles payments, receipts and taxes (Paddle) and the countries that information may be transferred to (the United Kingdom or the United States), and the billing clause in the Terms now says the same thing. Nothing changed about pricing or the refund window. Effective date: August 10, 2026.

Some companies based outside the US file results only once a year. Until now their full-year figures sat in the “Quarterly results” section with quarter labels. Annual periods now read as annual (FY24) and half-years as half-years, and we say how often the company files. ★One more thing came with it — for those companies, “trailing twelve month” figures such as ROA and EPS were actually summing four years. They now count one year based on the filing schedule. If the data is behind the next expected report, we say so on screen.

When ExxonMobil moved to a holding-company structure, the filing entity received a new identifier that held only recent data — so only two quarters appeared. We now read the prior filing history as well and show the earlier quarters again. For the same class of reason, several non-US companies whose results were stuck a few years back are now up to date.

Until now, short interest required opening each stock one at a time. You can now add a “Short interest” column to the watchlist table and compare the stocks you follow on one screen, and use it in filters too. It is short interest as a percentage of shares outstanding, reported twice a month by US brokers. For ADRs and ETFs the reported balance and the share count cover different scopes, so we leave the ratio blank and say why.

Some institutions stop filing 13F altogether, and until now the chart showed those quarters as if the position had been closed. A missing filing and an absence within a filing are different facts, so we now mark new positions (+) and closed ones (−) only within the range a given institution actually filed. Chart marks also open on hover now — you no longer have to click them.

13F filings come quarterly and take up to 45 days to become public, so the most recent months are always blank. Until now our screens explained why it was blank but not when it fills in. The stock chart and the 13F page now show the next filing deadline. We also wait until institutions have filed before opening a new quarter — showing it while only a few have filed would make the rest look like they sold out.

If you've picked institutions on the 13F page, a stock's detail view now tells you right under the price chart which of them hold it — no scrolling required. Signing in is enough. On Pro, the chart also marks the quarters institutions entered or exited, and shades the stretch they held it so you can see how the price moved over that time. Since 13F reports quarter-end holdings only, we don't mark a day within the quarter.

Tap the ☆ next to an institution and it collects under “My institutions”. From then on, opening 13F shows this quarter's changes for the ones you picked — new, added and trimmed positions plus their largest holdings — all on one screen, instead of clicking into each institution. Before you've picked any, you get all 35 laid out to choose from. You can pick without signing in and they stay in that browser; sign in and they're saved to your account.

Alongside horizontal lines, you can now tap two points on the chart to draw a line through them. It carries on to the right edge, and you can drag either endpoint to change the slope. Where it goes is your call — we don’t suggest levels or place any for you. If both points fall outside the period you’re viewing the line is hidden until you switch back, rather than us inventing a position for it.

Tap “Draw a line” above the price chart, then tap the chart to place a horizontal line there. Drag it up or down to move it, or remove it with the ×. Where the line goes is your call — we don’t suggest levels or place any for you. You can draw without signing in and the lines stay in that browser; sign in and they’re saved to your account so you see them on other devices. Up to 5 lines per stock, or 20 on Pro.

The panel that opens when you tap a stock now starts wider, and the arrow at its top right widens it one more step. The chart grows taller along with the width, so it no longer flattens out as the panel gets wider — the price line and moving averages used to run together. Chart size on phones is unchanged.

The chart now draws moving averages, picking the ones that fit the period you are viewing (a 20-day line on short ranges, 50- and 200-day on five years), and it says so where there isn’t enough past data to average. Earnings filings and annual reports (10-K) are marked on the chart too — tap one for that day’s revenue, EPS, the next trading day’s price change and a link to the original SEC filing. The same list is written out by date below the chart, for when markers overlap or are hard to tap on a phone. Dates are when the filing was received by the SEC.

Colour-blind mode swaps green and red for blue and orange, but the price chart kept its original colours. It now follows the setting as well.

Companies list much the same risks year after year, so a large share of each yearly list repeats — which buried the items that were actually new. Each year now shows how many items are new before you open it, and those items appear at the top when you do. Years with nothing new say so explicitly, since a blank would be indistinguishable from a year with no earlier filing to compare against. As before, a company rewriting its wording can make an unchanged risk look new.

We translate the risk-factor list from each annual report (10-K) into Korean, but readers who were not signed in often saw the original English — for some stocks, none of it had been translated. The cause was that translation happened when someone opened a stock rather than ahead of time, so we have now pre-translated the risk factors for all 213 covered stocks. Korean readers see Korean without signing in, and new filings are filled in automatically.

The short-interest card sat at the end of the valuation section, which meant none of the jump tabs led to it. It now lives under institutions and flows, where it belongs — though not directly beside the 13F holdings, since short interest is a total for the stock rather than a per-institution figure.

ETF pages now chart their holdings as a donut. We match holdings by company name against the stocks we track, so part of every fund falls outside our list — that part is now drawn as a hatched slice you can see at a glance. A small-cap fund is mostly hatched; a 30-stock blue-chip index is barely hatched at all. Previously we filled the whole circle with only what we cover, which hid the difference. Individual percentages are now exactly as filed.

Fund managers sometimes file a past quarter late, and we were treating the most recently filed document as the newest — which left some ETFs showing holdings from ten months ago. We now pick by the period the filing covers, not the date it was submitted. Two ETFs whose holdings had never loaded at all are now filled in as well.

Stock pages now show how many shares are sold short and not yet bought back, and how many days of average trading that would take to cover. U.S. brokers file this twice a month, so it is a reported figure rather than an estimate. It is a total for the stock — who sold short is never disclosed — and we say so before showing the number. The percentage of shares outstanding is left blank, with the reason, where the two figures do not share a denominator (ADRs and funds).

A 13F reports an option at the value of the underlying shares, not the premium paid. So for funds that use options heavily, the weights look larger than the money actually put in — and our screen never said so. Each institution now shows what share of its reported value is options, split into puts and calls, and the weight tooltip explains why. We do not strip options out of the weights: removing a reported position would be hiding it.

The place that counts "how many institutions hold this" was only looking at each fund’s largest positions, so it counted a fraction of the real number — some stocks showed none at all when eight funds held them. The holder-trend chart on the same page now agrees with that count, because both read the same table.

For companies that moved from U.S. to international accounting standards, we were still holding on to their older filings — in a few cases figures from over a decade ago, labelled as the latest quarter. They now use the current filings, and growth rates are matched to the right year-ago period (previously an annual filer could be compared against the wrong year). Each stock’s financials now carry the actual reporting date, and we say so when the next periodic report has not reached us yet.

Stock pages now list the institutions currently reporting a position and how far back it goes. Where a position predates our data, we say "or earlier" rather than pretending to know the purchase date. Pro lines every quarter up against every institution in one grid, including the stretches where a fund stepped out and came back.

Dates in the earnings calendar ran about a month early. We were counting to the end of the quarter, but companies report about a month after a quarter closes. Each estimate now adds how long that company usually takes to file — typically within a few days of the actual date.

The "institutions holding this stock" figure only counted each fund’s largest positions, so it came out lower than reality. It now counts every holding they reported — typically about three more per stock. Coverage also grew from 1,110 to 1,202 stocks.

Stocks without a ready Korean profile took 4–5 seconds to open the first time; they are prepared ahead of time now and appear right away. And while metric values are on their way you see a loading placeholder instead of a blank — so "no data" and "still loading" are no longer the same thing.

Tickers were marked only PUT or CALL, which did not say they were options — and nothing explained what an unmarked ticker was. Marks now read like "Put option (PUT)", and a short legend at the top lays out all three cases side by side: no mark = common stock, put, call.

When adding a filter on your watchlist, the metric name took up the whole row and left almost no space to type a value. The three boxes now sit side by side. The metric list shows just the names — what each one measures is explained right below it.

For some institutions the page kept flickering and the holdings never appeared. They load right away now. Button labels that were hard to read in dark mode are fixed too.

A single stock’s changes used to be scattered across several places, which made the page long and hard to read. Now each stock gets one line with chips showing what changed — financials, risk factors, institutions — and you can expand it in place. With 22 saved stocks the page is about a third as long.

For companies with a very long list of risk factors, the tail of the list stayed in English. It is now translated all the way through — the first time you open such a stock the tail may briefly stay in English, and it will be filled in when you open it again. Chart date labels now follow the language you are reading in.

A stock could have several changes but the list showed only one line, so you had to open each stock to see the rest. Now the + next to a ticker expands the rest in place — including what institutions bought and sold.

See what changed in the filings and financials of the stocks you saved, all in one place. Each stock gets one line with chips showing what changed — financials, risk factors, institutions. Sign in and we will mark what is different since you last looked, so you do not start over every time.

We keep adding convenience features to Pro, and whatever gets added is yours at the same price. You can see what is being prepared on the roadmap, and suggest a feature right from that page.

When companies of very different sizes were compared, the largest took the whole chart and the rest were flattened against the bottom. The chart now indexes each company to 100 at the first quarter so you compare the shape, with the actual amounts still shown in the legend below. Charts and the comparison table also read properly in a screen reader now.

When a company changes its ticker, the old symbol returns neither prices nor financials — but our list still carried the old ones. Block (SQ→XYZ), Bank of New York Mellon (BK→BNY) and Berkshire Hathaway Class B now use their current symbols, and two delisted names (HashiCorp, PSTG) were removed. Descriptions and sectors that were blank for these names in institutional holdings are filled in too.

In a stock’s risk-change section you can now open the risk-factor list from each of the last five annual reports. Every year’s list and its SEC filing link are free to read; Pro lines those five lists up into one table, matching the same risk across years — the work of opening five reports and pairing the items by hand. If one year was read less thoroughly than the others, we leave it out of the comparison and say so.

Adding a third stock used to leave only the metrics table — the price return and quarterly trend charts disappeared. Now you see the same sections no matter how many you compare, and the table shows each value against that stock’s own sector benchmark alongside a size bar. Each stock keeps one color across the table and both charts.

The ⓘ icon next to a metric and the explanation you got by tapping its name overlapped and cluttered the row. Now tapping the name alone shows both the definition and the formula. Spacing between sections on the detail screen is a little wider too.

Some companies run the risk factor heading straight into the first sentence — heading and body sit in one paragraph, separated only by color and weight. We could not read those; now we can. Chevron, Ford, FedEx, Canadian Pacific, Fastenal, General Dynamics, MGM and RTX are now included.

Some companies leave the item number (1A) out of the body of their annual report and put it only in an index at the end. We could not locate the risk factors in those reports; now we can. McDonald’s, Pfizer, Morgan Stanley, Honeywell and Illumina are now included, each with the last five reports compared so you can see which risks appeared and disappeared.

Annual reports repeatedly say things like “see Item 1A. Risk Factors,” and we were mistaking those cross-references for the start of the risk factors section — so some tickers showed the company’s business description instead. Amgen now shows its 24 actual risk factors, and Nike and Waste Management regained 7 and 8 risks that had been cut off from the start of their lists. Canadian Pacific, General Motors and FedEx are blank for now, because everything we had read for them was business description — we would rather show nothing than something wrong.

Some companies’ risk factors could not be read from their annual reports. Companies mark up their headings differently — some bold, some italic, some run the heading into the first sentence — and we now read all of those. Costco, Analog Devices, IBM, Intercontinental Exchange, Lululemon and others are now included, each with the last five annual reports compared so you can see which risks appeared and disappeared.

Annual reports group risk factors under headings like “Risks Related to Regulatory and Legal Matters.” Those group headings were being listed as if they were individual risks. Now only the actual risk factors are shown. You may see a few fewer items for some tickers — nothing was removed; what was never a risk factor is simply gone.

The About page now has a short note on who builds Stocklore and why, what it costs to run, and why all the analysis and interpretation stays free.

The default is ₩29,700 every 3 months. If you want to try it briefly, there is 1 month at ₩13,200; if you plan to stay, 1 year at ₩99,000 (all tax included). Longer cycles cost less for the same span. We kept 3 months as the default because the filings this tool works with arrive each quarter. You can cancel anytime and keep access for the period you have paid for. Outside Korea the price is shown in your local currency, and the final amount appears at checkout.

When a stock is delisted (after an acquisition, for example) its prices and filings stop updating — but the screen never said so, it just showed an empty analysis. It now tells you the date the stock was delisted. Institutional holdings lists mark those stocks too, and they no longer link through to price screens, because a delisted ticker can later be reused by a different company.

Stock pages and the detail panel now show a quarterly bar chart. We’ve collected institutional filings back to 2019, so you can see whether the count grew or shrank through the 2020 market drop and the rate hikes that followed. It counts only each fund’s largest positions, and these filings are quarter-end and become public about 45 days later.

Companies that were acquired or delisted were silently missing from institutional holdings lists. They now appear, and where we can’t resolve a ticker we leave it blank rather than guess.

Under names like P/E, ROE, and FCF you’ll now see what the number measures — “price vs earnings,” for example. Names with a dotted underline can be tapped for a fuller explanation. The same notes show up when you pick a filter on your watchlist.

On the search home you can now see the biggest gainers and decliners over 1 week, 1 month, or 3 months, side by side. These aren’t stocks we picked — it’s the stocks we cover, sorted by return. Based on closing prices, with the date range and stock count shown.

Before the numbers, the stock detail now opens with a short description of what the company actually does. Previously this was only behind the ⓘ icon in the list.

The browser’s address bar now hides as you scroll, and scrolling feels like any other site. We also added ways to reach the glossary on phones — from the account menu and the page footer.

After a search, tapping the logo or the “Search” tab left your results on screen. Now it takes you back to the home view.

What’s being built now, what’s coming next, and what we’ve decided not to build — all in one place. Find “Roadmap” at the bottom of any page.

On phones, dragging one slider in the dividend estimator or DCF could also move another. Now only the slider you touch moves — and you can adjust values with the arrow keys too.

Tapping a term used to jump straight to the glossary and lose your place. Now a one-line explanation appears in place, with “Read more” if you want the full entry. Summary cards now carry these links too.

Several hints — the sector-benchmark chip, the ⓘ icons next to metrics — showed no explanation when tapped on a phone. They now open on tap and close when you tap elsewhere.

When a summary axis has no value we now say why in plain words (previously a profitable company could be labelled “loss-making”). Interest coverage, the contextual reading and the multiples view now state their as-of basis, and risk changes from a 10-K older than six months are no longer shown as “recent”.

For some stocks, the debt ratio and ROE were computed from figures filed years earlier. The cause: when a company changes the label it uses in its filings, we stayed on the old label. We now follow the most recent filing even when the label changes. Stocks that showed no value at all — AT&T, Verizon, Caterpillar among them — are now filled in. Some values changed a lot (Mastercard’s ROE, for one); the old number was the stale one. Debt and equity are now always taken from the same reporting date, and when we cannot find recent figures we leave the field blank rather than show a wrong number.

The “what changed in recent filings” card mixes time frames — revenue and balance-sheet items are quarterly, institutional holdings (13F) are quarterly with a 45-day lag, and risk factors compare annual 10-K filings. We used to label all of it “this quarter.” Each line now carries its own reporting date, and the debt ratio shows the balance-sheet date its figures came from.

When adding a filter in your watchlist, metrics were listed by name only. Selecting one now shows a one-line explanation, with a link to the glossary where we have an entry. For metrics we cannot yet source (dividend yield, beta) we say so up front, so you do not set a condition that will never match.

The change radar from your watchlist now comes by email and device notification too: 10-K risk items added or removed, institutions newly buying or trimming in 13F filings, and shifts in debt or free cash flow. No level to set — just turn it on for a stock. We only send when the set of signals actually changes, so the same news does not arrive twice. Factual summaries, not buy or sell recommendations.

Stock alerts used to be limited to price and RSI. You can now use the same metrics as the screener: profitability (ROE, ROA, operating and net margin), balance sheet (debt ratio, current ratio, free cash flow), growth (revenue and EPS), valuation (P/E, P/B, EPS), plus market cap. You set the level; when it is reached we email you with the actual figure. The alert center now groups your alerts by stock.

Alerts used to be Pro-only. On the free plan you can now keep one of each: condition alerts (price · RSI), financial changes (debt · free cash flow), 13F institution alerts, and preset radar — delivered by email. Pro raises that to 10 active alerts and adds new-filing alerts (10-Q, 10-K, and so on). An alert tells you a condition you set was met; it is not a recommendation to buy or sell.

Especially in the home-screen app, opening the sign-in window redrew the page and cleared the email you had typed. We removed the bot-check widget behind it and moved that protection to our server. Sign-in is now immediate, with no bot-check box.

Passwords that met the stated rules (8+ characters, letters and numbers) were sometimes still rejected, and the message did not explain why. We now tell you when a password has appeared in a known data breach, why that matters, and what to use instead. Your password is never sent anywhere.

Right after signing in with Google, content was cut off mid-page with blank space below. The app was mis-measuring the screen height; that is corrected. The sign-in window also no longer stays open after you sign in.

The small 6-month trend chart in search results and your watchlist only appeared on wide screens and was missing on phones. Both lists now show it next to each stock.

A loss showed as “$-912”, with the minus sign after the dollar symbol; it now reads “-$912”. We also removed labels such as “spread across sectors” next to the concentration figure — those cut-offs were ours to invent, so instead we show what the number would be if your holdings were split evenly across the same number of sectors.

The “N institutions newly bought / added” line on a stock counted option positions alongside stock holdings. Puts among them pay off when the price falls, which is the opposite of newly buying. It now counts stock holdings only. On one stock, for instance, it read “1 newly bought” when no institution had actually bought the shares.

As entries piled up this page kept getting longer to scroll. Entries are now grouped by date and folded, with only the most recent date open. Each folded row still shows how many changes that day and of what kind (new, improved, fixed), so you can skim without opening anything.

The top card in the overlapping-institutions list was labelled “most in common”, but the ranking also weighs how much of the institution’s portfolio each stock takes up and how few institutions hold it — so an institution with more overlapping stocks could appear lower. The label now reads “closest match”, and the screen states what the ranking is based on and that it compares against each institution’s 15 largest positions.

Some screens still appeared in Korean for English readers — the whole cancel-subscription flow, the dialog for turning 13F institution alerts on and off, and the 13F match tab on the watchlist. We also added an automatic check that catches missing translations so this does not recur.

The “where it went” list on a stock’s detail view only shows the larger items such as buybacks, dividends and capital spending — but it never said so, so adding them up did not match the investing + financing total. The heading now reads “main line items”, and the amount not listed is stated below it. Wording for metric criteria was also aligned with the badge labels.

On the compare, watchlist and about screens, section headings were smaller and fainter than body text. Headings are now clearer, and the stretched letter spacing that showed up in Korean is gone. Footnotes you actually need — sources, criteria, disclaimers — were set at badge size, so they are slightly larger now.

On phones, the three “changes this quarter” cards were squeezed into one row and text broke apart. They now stack one per row. Each card has an ⓘ explaining what the number counts, and names that were increased or reduced are listed by ticker (previously only counts). The weight trend chart, which used to appear only on large screens, is now on phones too.

In the list of names opened by two or more institutions in the same quarter, an institution that filed the same name as both stock and options was counted twice — so the same name could appear twice, or a name held by just one institution could make the list. Holdings are now merged per institution before counting.

Every year a company files a 10-K listing its risk factors, and we compare it with last year to show how many were added or removed. That count was inflated: when a company kept the same risk but reworded the sentence, it was counted twice — once as removed, once as new. Reworded items are now matched up and excluded. For one stock, “11 new” was actually 3.

For some stocks, items shown as “risk factors” were actually parts of the company overview — product and market descriptions. The section boundary was being read from the table of contents, pulling in earlier pages. It has been re-tuned against 20 filings, so only risk factors appear now.

In the income statement, subtracting interest expense from operating income sometimes lands below pre-tax income. The figures are all correct — there are non-operating items in between, such as interest income and investment gains, that are not listed separately. We now show how large that amount is, so the gap makes sense.

If you edited filters and immediately navigated away, the pending auto-save (Pro) never completed. It now finishes even as you leave the page.

Adding or removing filters after picking a preset used to be lost the moment you switched presets. Those edits now stay. With Pro they are saved into the preset itself, so they are still there next time — and on your other devices. Each save is announced with an “Undo” next to it, so nothing changes by accident.

Footnotes, disclaimers and “why this is blank” notes were too faint to read comfortably — especially in dark mode. The colors have been reworked so they read clearly in both light and dark. Explanation tooltips, which looked slightly different from screen to screen, now share one style and no longer get clipped at the edge of the window.

Metric explanations and badge tooltips used to slip in price judgments like “pricey vs earnings.” A P/E of 35 is a fact; whether that is expensive is yours to judge — so we now state only the calculated fact, e.g. “a high multiple of earnings.” The glossary has been rewritten to the same standard.

In the "13F holders" list on a stock’s detail view, clicking ARK Invest, Lone Pine, Dodge & Cox, Baillie Gifford or Saudi PIF did not take you to that institution’s 13F portfolio. All five now link correctly, and institution names are written the same way as on the 13F screen.

On the English site, the revenue-by-segment commentary, some institution names and the tag input could appear in Korean. Segment commentary is now written in English, and where an English version is not ready yet we say so instead of showing the Korean text — the figures and tables are unaffected.

Search, filter pickers, alert conditions and password fields used to be read out as a nameless "edit box". They now have proper labels — and the watchlist filter value field announces which metric it belongs to, including the unit for money amounts.

Search and your watchlist opened details when you clicked a row, but 13F and the portfolio had a separate "Details" button — so the same thing behaved differently per screen. Now every screen opens details on row click. Stars, institution chips and info icons inside a row do only their own job. Keyboard works too: arrow keys to move, Enter to open.

Filters disappeared whenever you refreshed or came back from another menu. They now stay until you close the browser tab, along with the preset you had selected.

Only stocks already in your watchlist used to appear, so anything else required typing the exact ticker. You can now search every stock by ticker, company name, or Korean name.

Section titles used to be smaller and fainter than the body text, so they were easy to miss. Titles are now larger and darker, and we widened the spacing between sections — and between groups of sections — so you can see where a new part begins. The same change applies to compare, portfolio and the glossary.

The sign-in, Pro, feedback and getting-started dialogs now close with the Esc key, and the page behind them no longer scrolls while a dialog is open. For keyboard users, focus moves into the dialog when it opens and returns to where you were when it closes.

In the 13F tracker, long institution names were squeezed into a narrow column and broke into vertical fragments on small screens. Names now read on one line, with the position-change badges moved below them.

While subscribed, your account menu now shows "Manage subscription", where you can check your current status and end date, or cancel. Previously there was no way back to that page once you had subscribed.

The compare screen said "two stocks", which made it look like a two-stock limit. You can actually line up as many as five, and the screen now says so.

The alerts you set up — conditions, filings, 13F and the weekly digest — can now arrive as device notifications. They appear on your lock screen without opening email, and tapping one takes you straight to that stock. Turn it on per device in the alerts center. What you receive stays exactly as you set it; this only adds another way to reach you. On iPhone, add Stocklore to your home screen first.

You can now add Stocklore to your home screen so it opens like an app, without the address bar. A short prompt appears from your second visit, and on iPhone we walk you through the steps with icons (adding is only possible from Safari). Device notifications also work once you open it from the home screen.

Previously only KakaoPay was available. You can now subscribe with Naver Pay, Samsung Pay, Payco, or Korean local cards. If you are outside Korea, the payment methods common in your region appear automatically — cards, PayPal, Apple Pay and Google Pay. Pricing is unchanged.

After canceling, the page used to still say “active”, which was confusing. It now says your subscription will not renew and shows the date you can use Pro until. While subscribed, you see your next billing date. The checkout screen also shows the available payment methods and the exact amount before you pay.

Tap “Forgot your password?” on the sign-in screen and we’ll email you a reset link. Open it, set a new password, and you’re back in. We also added a hint showing how you signed in last time (Google or email), plus a note that the same email always leads to the same account — so it never looks like your account got split in two.

Refunds used to require two conditions — within 7 days *and* not having used Pro. We dropped the second one. Now anything paid within the last 7 days is refunded in full, even if you’ve already tried the features. Email [email protected] with the account you paid from and we’ll handle it; cancelling auto-renewal is still something you can do yourself on the Pro page.

Until now only Korean payment methods were supported, so Pro was out of reach from abroad. You can now pay with an internationally issued card — pick “International” at checkout and you’ll be billed $6.99/month (USD; tax may be added based on where you live, and the final amount is shown at checkout). Cancelling works the same as before, and you keep access for the period you’ve already paid for.

Each stock in your watchlist now shows a one-line signal of what changed this quarter — if free cash flow recently declined, debt jumped, or risk factors changed in the latest 10-K, you'll see it right under the name; stocks with nothing notable stay clean. Scan the list and see which holdings have news. Each signal is a plain statement of fact; tap a stock for the full breakdown.

Open a stock and the first thing you see is a single card summarizing what changed this quarter — revenue vs a year ago, shifts in segment revenue mix, how many 13F institutions newly bought / added / trimmed the stock, and which risk factors were added or removed (with the actual item name). Only what actually changed in recent SEC filings, stated factually (the card hides itself when nothing changed) — no buy/sell suggestions. On both the stock detail view and the search landing pages.

A step-by-step walkthrough of looking up institutional holdings on the SEC site yourself — including the parts that actually trip people up: positions listed by CUSIP rather than ticker, inconsistent value units, and amendments mixed in with originals. Find it under Guides.

Institution profiles now show “Top 10 weight” — the share of reported value held in the ten largest positions. Higher means concentrated in a few names, lower means spread wider. It is not a good/bad score, just how that manager holds. Calculated from the full filing. The “How were these 35 chosen?” note at the top now explains what we include and leave out.

Baupost (Seth Klarman) and Duquesne (Stanley Druckenmiller) had their reported value shown 1,000x too small. Some managers file amounts in thousands of dollars while we read them as dollars. We now detect the unit on each filing. (Position weights and rankings were unaffected.)

When a manager files an amendment covering only holdings it had omitted, we were showing that amendment as the entire portfolio. We now combine it with the original filing (11 holdings). Quarter labels now follow the period stated on the filing itself.

Some managers, such as Greenlight Capital and Scion, stop filing 13F after a point. Their last filing used to look like the current one. We now state when the most recent filing was. The holdings are still shown.

Found something interesting? Star it right away. Before you sign in it is saved in this browser only (it will not appear on your other devices), and once you sign in those stocks move to your account. If any could not be moved because of the limit, we tell you which ones.

Our reading of shares outstanding from filings had a flaw, so some stocks showed a market cap of $0 or far smaller than reality (mostly companies with dual-class shares). We now use the most recently filed share count, and the fix applies everywhere market cap is used — stock details, watchlist, and metric filters. Each stock is recalculated once, so values become accurate over time.

Tapping the search box again after a search opened the suggestion list over your results, and on a phone there was no way to dismiss it. Tapping outside the list now closes it.

Some figures are correct but misleading at a glance — an ROE above 100%, or a net margin larger than revenue. These now carry a * and a one-line explanation (for example, buybacks shrinking equity, or non-operating gains being included). You will see them in the watchlist and comparison views.

The watchlist and comparison views now also state "15-min delayed prices · financials per latest quarterly filing", so you always know what the numbers are based on. On the home screen, the cards explaining what this tool does moved up, and dates in the English interface now follow US convention (Jul 23, 2026).

When a stock matches your preset, the email now shows the actual figures behind it (e.g. ROE 15.3% · set > 12%). It also states in one line what changed since the last check to bring the stock into your condition, and adds a direct link to the detail view plus the date it was checked. When there is no prior check to compare against, that line is left out.

Fixed money conditions such as FCF being compared without their unit (billions vs millions), and cases where a stock looked matched on screen but no alert arrived (or the reverse). Money conditions now show their input unit ($B) next to the field, and RSI is now shown on the watchlist screen as well.

Institutional (13F) and preset alerts now show when they were last checked. For 13F alerts you can also see what triggered them (which institution moved which stock), whether the email was sent, and a history of past alerts — so you can tell the conditions are being watched even when no mail arrives.

The About page described a “rank within sector (top X%)” that we do not actually provide — now corrected. Our sample is small, so we deliberately avoid percentiles and show only the actual gap vs. the benchmark. The sector benchmark description was also fixed: it is not a hard-coded value but the median of up to 15 representative constituents, recomputed weekly, with the sample size and as-of date shown next to each metric.

The DCF defaults could read as recommended assumptions, so we rewrote the wording. The growth default merely seeds a starting point from the company’s recent revenue growth — we do not judge which growth rate is appropriate. We also state plainly that this is a simple EPS-driven model: the result is not a target or fair price, just the arithmetic of the assumptions you enter.

When you add holdings without signing in, we now explain up front where they are stored: only in this browser, not visible on your other devices, and erased if you clear browser data. We also note that on a shared computer you can leave the purchase price blank (it is optional and used only for profit/loss).

Holdings you added before signing in could disappear without warning if your account already had the same stock or you were over the holdings limit. Nothing is deleted now — they stay on this device, and we tell you on screen which ones could not be moved.

Opening (or right-clicking) a featured stock from the sector cards on the search home could hit a “page not found” for some stocks. Every stock now opens correctly.

The bottom mobile tab “Folio” is now “Portfolio”. The sidebar is grouped under “Main · Analysis tools · About & policies” so features and information pages are easy to tell apart.

We rewrote the security page to claim only what we can stand behind. Passwords are handled as an irreversible one-way hash and we never store plain text. Data access is described precisely — restricted per account via database-level access control plus server-side authorization — and we now note that hiding the server address is a supplementary measure, not core security.