Changelog

Added a company home to the Excel add-in, keeping the selected company available across analysis and refresh tasks.

Excel users can now review and insert price trends, ownership, disclosure schedules, voting rights, company comparisons, and PDF documents.

Added returns, volume, moving averages, and peer comparisons to stock-price analysis.

Fixed cases where Excel sign-in did not complete and company search could stop responding.

Fixed inaccurate stock-chart comparisons for companies with stock splits.

Excel imports now show the current processing stage and progress.

PDF previews and financial data in Excel now load when needed for a faster initial view.

Unified branding across the site and Excel add-in, with clearer logos, headers, and footers.

Selected public Learn guides can now be read without signing in.

Added company lookup from the Excel ribbon, whole-workbook refresh, and company comparisons to the Excel add-in.

Fixed cases where credentials were not carried back correctly after signing in from Excel, preventing analysis from starting.

Updated the site logo and brand presentation for more consistent guidance across screens.

Focused Excel exports on the sheets relevant to each task, making the needed information easier to review.

Reorganized the Excel add-in task pane so importing and refreshing data are easier to find.

Updated Learn guide reading times to better match the content.

Added an Excel add-in that opens financial analysis and lets users continue working with public data from Excel.

Added quality checks that make inconsistencies and items needing review easier to find in financial models.

Expanded Excel exports with purpose-built financial sheets, management templates, and data-review sheets.

Significantly expanded the Learn guides with new topics across M&A, AI, and professional practice.

Fixed cases where sign-in did not complete or the analysis screen would not open from Excel.

Fixed financial-analysis view controls and Excel exports becoming unavailable after some actions.

Quality checks now show the relevant period clearly and link directly to the item that needs review.

Reorganized Learn guide categories and introductory pages so relevant articles are easier to find.