Skip to content

Draft Release Temp.md

Latest commit

 

History

History
50 lines (40 loc) · 4.59 KB

Draft Release Temp.md

File metadata and controls

50 lines (40 loc) · 4.59 KB

✨ New Features

  • Added valuation metrics cards above the historical charts: Years of Earnings (P/E reframed), Years of FCF (P/FCF), FCF Yield, and Earnings Yield — instantly see how many years of profits it would take to buy back the company at its current price

  • Each valuation metric card shows a year-over-year trend badge (Improved / Worsened / Stable) reflecting whether the underlying fundamental (earnings or FCF) improved vs the prior year

  • Each card has a clickable ? info button that opens an educational modal explaining what the metric measures and how to interpret its value, including comparison benchmarks (e.g. vs. Treasury yield)

  • Historical chart now shows Net Income alongside Revenue and FCF — makes it easy to spot when accounting profits diverge from real cash generation

  • Added AI-powered investment analysis — click "Generate AI Analysis" to get a full research report on any stock (Company Overview, MOAT analysis, Bull/Base/Bear price targets, Key Risks, Investment Summary)

  • AI reports use web search to include the latest news, earnings results, and competitive developments

  • Added language selector for AI reports (English, Italiano, Español, Français, Deutsch, Português, 中文, 日本語)

  • Added user accounts — register with email and password to save your reports

  • Added saved analyses — save any AI report and revisit it later at /analyses

  • Added sign in / sign out and auth-aware navigation bar

  • Added company-specific smart scenario defaults — DCF scenarios are now auto-populated with real data from Yahoo Finance analyst estimates and historical financials instead of generic presets

  • Added analyst estimates reference banner showing revenue growth, operating margins, target price, and number of analysts covering the stock

  • Added scenario source indicator badge showing whether current scenarios come from Yahoo data ("Smart defaults"), generic presets ("Generic defaults"), or manual edits ("Custom")

  • Scenario parameters are now displayed as percentages (e.g., 12%) instead of decimals (0.12)

  • Added "Smart defaults" and "Generic defaults" reset buttons for quick scenario switching

  • Added live US 10-Year Treasury yield badge next to the WACC field — provides a real-time reference for the risk-free rate

🐛 Bug Fixes

  • Fixed historical charts showing year "1970" on X-axis — migrated from deprecated Yahoo Finance modules to fundamentalsTimeSeries
  • Fixed Free Cash Flow always showing $0 in Revenue & FCF chart
  • Fixed operating margin always showing 0% in Margins chart
  • Fixed Y-axis displaying unreadable raw numbers (e.g., "000000") — now shows compact notation (391B, 108B)
  • Fixed DCF valuations being too low due to reinvestment rate falling back to generic 30% instead of the company's actual rate (e.g., Apple's ~5%)
  • Fixed fundamental analysis failing for some European tickers (e.g. Italian small-caps) that return unknown data types from Yahoo Finance

🔧 Improvements

  • WACC is now computed from the company's actual beta and the live US 10-Year Treasury yield using CAPM (Ke = Rf + β × ERP), instead of a fixed 9.5% for all companies — discount rates now reflect each company's real risk profile
  • Smart scenario defaults now use a 5-year historical average for operating margin instead of the trailing 12-month figure — significantly improves accuracy for cyclical companies (e.g. oil & gas, materials) where a single year can be anomalous
  • Historical financial data now fetches up to 10 years (previously 5) — more historical context for trend analysis and more stable scenario defaults
  • Chart tooltips now show formatted values (compact numbers for revenue/FCF, percentages for margins)
  • AI reports no longer show transitional text ("Now I have the data…") before the actual content
  • Removed "Enable compact charts" toggle that had no visible effect

🔒 Security

  • Registration can be disabled via DISABLE_REGISTRATION=true environment variable — useful to lock down the app after initial setup
  • AI analysis price targets are always computed server-side and cannot be manipulated by the client
  • Fixed high-severity path traversal vulnerability in rollup dependency
  • Fixed moderate-severity dev server exposure vulnerability in esbuild/vite

🏗️ Technical

  • Migrated database from local SQLite to Turso (hosted libSQL) — saved analyses and user accounts now persist across Vercel deployments
  • Local SQLite (dev.db) is now used only for schema development via prisma migrate dev and is excluded from git
  • Fixed Vercel deployment build failure — prisma generate now runs automatically as part of the build step