SimFin's Updates & Roadmap
Be curious! Exciting new features are coming next.
End of August 2023:
Intelligent Document Data Extraction Tool (IDP) as SaaS or as On-Premise Solution
Jul 20th 2023:
Two quantitative investment strategies created by SimFin are now published on wikifolio.com and can be traded:
Backtesting & Number of Stocks
Backtesting trading log published
5,000+ North American Stocks covered
Jun 5th 2023:
New Backtesting Features
500 free high-speed-credits for all new FREE version users.
Weekly rebalancing now available for FREE users.
New Trading Log tab for browsing and downloading trades
Enhanced backtest graphs listing used filters and rebalance intervals.
New Restore filters button enabling users to restore the previous set.
Backtest titles and test parameters displayed on the Backtest page.
Data API Enhancements
Shares outstanding are now available.
ISIN numbers are now included in exports.
Share prices now also in Excel Plugin.
Listing of latest portfolios
Apr 21nd 2023
The new EXCEL Plugin is published. Also users will now receive email notifications about engagements with their public portfolios.
Mar 23nd 2023
Download of portfolio stock list as CSV text file. User public profiles were added. Various fixes and improvements.
Mar 8th 2023
Feb 28th 2023
Release of first version of SimFin Analytics Platform. Release of the new Stock Screener and the Backtesting tool. Launch of data Visualisations. 4,000 US Stocks completed. 20 years of history - fundamentals and metrics back until 2003 and before. New Data API Version 3. EXCEL Plugin for Data API.
Roadmap 2023 - 2024
End of Q3 2023
500 European Stocks added
End of 2023
~10,000 Stocks of North America and Europe with 24 years of financial history completed
End of 2024
~30,000 Stocks of North America, Europe and Asia with 25 years of financial history completed