SimFin's Updates & Roadmap

Be curious! Exciting new features are coming next.

Latest Updates

End of August 2023:

  • Intelligent Document Data Extraction Tool (IDP) as SaaS or as On-Premise Solution

Jul 20th 2023:

Tradeable Wikifolios

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.

 User Dashboard

  • 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

Improved saving/overwriting mechanism of portfolios. New forum and bulk download page. Improved comments system and added avatars, bugfixes.

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

If you can't wait until the release

Sign up now for free and get familiar with SimFin analysis tools until your desired feature is unlocked!