{"id":136713,"date":"2025-03-16T05:56:13","date_gmt":"2025-03-16T05:56:13","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/whats-new-finbox-product-updates-tracker\/"},"modified":"2025-03-16T05:56:13","modified_gmt":"2025-03-16T05:56:13","slug":"whats-new-finbox-product-updates-tracker","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=136713","title":{"rendered":"What’s New? Finbox Product Updates Tracker"},"content":{"rendered":"


\n<\/p>\n

\n <\/p>\n

Finbox is under active development, and we’re continually pushing updates and improvements to the platform. Admittedly, we haven’t done the best job of communicating new features as they’re released. Going forward, we’ll update this post as new features get added, and improvements are made to Finbox. Stay tuned!<\/p>\n

May 22, 2020 \u2014 New Navigation, Company Overview & More<\/h3>\n

We’re excited to roll out this update, which is one of the biggest since the launch of Finbox 3.0 last November. With this update, we introduce deep dives into a company’s dividend history and earnings forecasts as well as improvements like full-screen mode for watchlist and screener tables, trend charts in the financial explorer, data exports from charts editor, and more! So let’s get to it!<\/p>\n

\u2022 Updated Navigation (New!)<\/h5>\n

The first order of business — navigation updates. To make room for new tools that we’re planning to introduce over the coming months and to ensure all existing tools are available with one click, we’ve added a new side-bar<\/strong>. On smaller screens, you may want to collapse the side-bar to increase screen space. The side-bar automatically expands when you hover over the icons.<\/p>\n

We understand navigation changes can be annoying. I compare it to a stranger coming into my house and rearranging all my things, so rest assured we only do it when it’s required.<\/p>\n

<\/p>\n

\u2022 Dividend Explorer (New!)<\/h5>\n

The Dividends tab is the perfect place to start for all dividend hunters. You can now analyze everything about a company’s dividend in one place (dividend yield, growth streak, expected payouts, and more.)<\/p>\n

\"dividend<\/p>\n

Compare Dividend Yields Over Time<\/strong><\/p>\n

You can view the daily dividend yield history for any company using this widget. It also allows you to compare dividend yield histories for various companies.<\/p>\n

<\/p>\n

Annual Payout History<\/strong><\/p>\n

The Payout History widget gives you insight into the total dividends paid by a company during a calendar year.<\/p>\n

<\/p>\n

Dividend Payment Dates<\/strong><\/p>\n

The Dividend History Details table lists details on the dividend payments made by a company.<\/p>\n

<\/p>\n

\u2022 Earnings Explorer (New!)<\/h5>\n

\"earnings
Love them or hate them, earnings reports can cause big swings in a company’s stock price and sometimes even the entire market. To give you better insight into how management has performed during prior earnings reports and prepare you for what’s ahead, we’ve introduced several new widgets on this page. Key highlights below:<\/p>\n

Upcoming Quarter’s Earnings<\/strong><\/p>\n

We source forecast data from Standard & Poors. S&P aggregates forecasts from various brokers and equity research institutions. This widget allows you to better understand the market expectation for the upcoming quarter and how expectations have been revised over the last year:<\/p>\n

<\/p>\n

Stock Price Reactions<\/strong><\/p>\n

Does management have a track record of exceeding analyst expectations? Does the market even care about a company’s earnings report? You can glean this information from the Stock Price Reactions widget where quantify the impact of past earnings reports by comparing the stock price the day before earnings and the day after earnings once the market has processed the new information provided by management:<\/p>\n

<\/p>\n

\u2022 Trend Charts in Financials Explorer (New!)<\/h5>\n

You can now instantly visualize the trends in financial statements using the charting tool in the Financials Explorer<\/a>.<\/p>\n

<\/p>\n

\u2022 Full Screen Mode For Tables (New!)<\/h5>\n

We heard you, data fiends – you want to data as quickly as possible. We’ve added a Full-Screen mode to the tables in Watchlist and Screener help:<\/p>\n

<\/p>\n

\u2022 Table View And Data Export In Charts Editor (New!)<\/h5>\n

You can now view and export data from the Charts Editor:<\/p>\n

<\/p>\n\n

May 16, 2020 \u2014 Edit Model Benchmarks & A New Currency Selector<\/h3>\n

\u2022 Model Benchmarks Editor (New!)<\/h5>\n

Finbox’s benchmark selection algorithm considers various factors, including mentions in earnings calls, filings, business geography, industry, sector, as well as fundamentals factors like market capitalization, enterprise value, and valuation multiples to determine the appropriate set of benchmarks for any company. We make the ranked list available in the Data Explorer: Similar Companies<\/a>.<\/p>\n

These benchmarks are used in the financial models available for each company. If you’re unhappy with the default benchmarks or just want to use a few different ones, you can now do so using the benchmarks editor. You can find the new tab labeled “Benchmarks Editor” in the model viewer. The benchmarks editor is enabled for any model where the benchmarks used have a material impact on the conclusion, including Revenue Multiples<\/a>, EBITDA Multiples<\/a>, P\/E Multiples<\/a>, Weighted Average Cost of Capital<\/a>, and DuPont ROE Analysis<\/a>:<\/p>\n

<\/p>\n

\u2022 Watchlist Currency Selector (New!)<\/h5>\n

You can now view your Watchlist in any currency of your choice. By default, the Watchlist normalizes all data in the stock’s trading currency<\/a> so that the price matches what you see on the respective stock exchanges. It can be helpful when comparing groups of companies to view all data in the same currency.<\/p>\n

<\/p>\n

Bug fixes & improvements<\/h4>\n