Historic Data in Screens and Watchlists
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Conor MacNeil
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Hi folks, we have now released historic data & averages for financials, margins, ratios, and valuation data across our watchlist, screener, market scatter, and other areas where the column picker is present.
You can find the new data structure in the column picker.
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Oxblood Marsupial
Conor MacNeil Thank you!
Conor MacNeil
Merged in a post:
Historical data sets
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Immense Warbler
Hi, It would greatly benefit the user experience if it´s possible to create formulas with historical data sets.
Lets say to create delta in Revenue (Revenue - revenue[-1]) etc.
Also an ability to use more complex mathematics would be great. This would already give the user an option to create a bunch of extra metrics (like DCF, etc.)
Conor MacNeil
Hi Mike, the first part about adding historical data... you have good timing because this is expected to be released either today (Wednesday) or tomorrow (Thursday). This includes custom formula support.
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Maria Karpenko
Merged in a post:
Suggestion : Choosing a previous released date for "My screens" tab?
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Burnt sienna Stingray
Hello,
Could you add the possibility to choose a previous date for "My screens" tab?
The idea to be able to do a screen with the correct available released financial data backward in time.
No need to have all the date available, but maybe once a month (standard calendar) for the last 10 years?
Example: Currently, we have access to the last data available for our screens. We could choose, for instance, Dec-31-2023 or May-31-2019...
Thanks in advance
Conor MacNeil
Getting closer to release for this. As somewhat of an easter egg, if you search for Market Cap in the watchlist or screener column picker, you will see the new data structure. We tested this on market cap, so this is the only metric with this structure.
Also note, that we plan to add historic growth (e.g 5Y growth %) and historic YoY and QoQ growth (e.g -5FY YoY Growth %, -4FY YoY Growth %, etc).
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Russet Dinosaur
Conor MacNeil This is awesome was just checking it out.
We rely also on shorter averages, 1 year, 6 month, 3 month, 1 month, etc. Also, the metrics/multiples 1 week ago, 1 month ago, 3 months ago, 6 months ago, 1 year ago, etc to understand whether we're seeing expansion or contraction.
Also, the RANGE of the metric/multiple over the period is especially important, are we at the high, the mid, the low? 1 sigma, 2 sigma?
You have this info in charts, it would just be great to reference in columns. In a column, a graphic indicator of where we are in the range would be very cool (bloomberg style).
Conor MacNeil
Russet Dinosaur: Hey, thanks for this feedback!
- On shorter averages, this totally makes sense for daily series like market cap. Less so for quarterly reported data like total revenue. This project was focussed primarily on (a) adding historical data for financials and (b) getting the infrastructure in place.
I say this to nod to the fact that after we deploy this, there are naturally going to be more areas of improvement we can make, such as adding shorter averages for metrics like market cap, and other daily series.
- The range is a good idea. Another future improvement we can make. It's worth noting that by virtue of having these historic metrics, it improves how flexible custom formulas can be, so in the short term you may be able to sue custom formulas to create these ranges for your workflow.
- On the deviations, highs, lows, etc. Totally possibly. While this won't be part of this project, it's another area we can look to roll out in the future!
Conor MacNeil
Merged in a post:
Back Dating information from watchlists
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Kind Butterfly
Is there a way to run a report that shows, in the watchlists, data such as the PE ratio, market cap, or revenues for a group of companies as of a prior date. I would like to use this to do regular reporting but it seems that if I dont run the report and the final day of the quarter, the data changes and is inaccurate.
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Kind Butterfly
I create reports from watchlists. The watchlist section is where I monitor my portfolio. I have the names, shares held, weight, EV/EBITDA, market cap, PE, Debt to equity, etc. I use this to calculate portfolio stats quarterly for marketing materials and other things. From here it is just a matter of downloading into Excel and calculating. I would like to do this with an "as of date" so I can run this on say July 10 but get the data as of June 30th.
Conor MacNeil
Kind Butterfly: Gotcha, you are not creating the 'report' inside of Koyfin, but externally. Any reason you use Watchlists for this flow instead of My Portfolio?
We will soon be introducing historic data to watchlists, which includes periodic (quarterly, annual) data for historic averages, historic reported figures, and historic YoY and QoQ growth rates, historic trailing growth.
However, we are not currently planning to add a specific period selection (e.g a start and end date).
So you would be able to, for example, plot the revenue growth YoY in the current quarter, -1FQ, -2FQ, -3FQ, etc.
Conor MacNeil
Hi Gregory, can you define what you mean by a report? We don't have reports on watchlists. Do you mean to generally analyse the data in a table? Or you want to print off a PDF with visuals?
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New Opossum
would be great!
Conor MacNeil
New Opossum: Working on it now!
Conor MacNeil
in progress
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