This article outlines our high level development and product roadmap with estimated timelines. Note that timelines and prioritizations are subject to change. If you have comments or suggestions, please let us know!

Development Roadmap

New Modules

  • Peer Holdings (Q1-2024)
  • Historical IPO pricing database (Q1-2024)

New Features & Enhancements

  • Improve charting and filtering throughout the site
  • Improve entity profile consolidation (to remove duplication)
  • Improve footnotes and transparency into how data is calculated
  • Improve tracking of IPOs in the market
  • Improve formatting consistency across key tabs (eg insiders, institutional, etc)


  • Fix incorrect summations of 13F holdings due to inconsistent fillings (Q1 2024)
  • Improve code repository organization
  • Improve data accuracy

User Feature Requests

  • See earnings calendar for companies in your favorites

Terminology Used in Release Notes

  • New Modules - introduce new workflows previously unavailable
  • New Features - introduce new functionality previously unavailable
  • Enhancements - expand upon existing features and functionality
  • Optimizations - improve performance of existing features without introducing new functionality