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Change DateChange ZoneChange TypeOld Name/Affected Item NameNew NameLocation/Reason
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Latest Changes
https://docs.google.com/spreadsheets/d/1VcxpQfWDvViCGc6CQN_hRlU8NApE3KxuNMp8GyoGUTU/edit?usp=sharing
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05/22/2024Excel GURUF/Screener/User Portfolios/APINew AddStock Type
Add in the All-in-One screener "Fundamental" tab; Excel Add-in; API and user portfolio. Definition: Stock Types is designed to group companies according to the underlying fundamentals of their business, including eight stock types: Aggressive Growth, Classic Growth, Cyclicals, Distressed, Hard Asset, High Yield, Slow Growth, Speculative Growth.
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05/22/2024Excel GURUF/Screener/User Portfolios/APINew AddStyle Box
Add in the All-in-One screener "Fundamental" tab; Excel Add-in; API and user portfolio. Definition: Style Box is a grid that classifies securities by market capitalization and value-growth scores, providing a graphical representation of the investment style of stocks and portfolios. It is divided into nine categories: Large Value, Large Core, Large Growth, Mid Value, Mid Core, Mid Growth, Small Value, Small Core, Small Growth.
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05/22/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddGrowth Grade
Add in Excel Add-in, API and customization in screener and user portfolio. Definition: A relative ranking based on a quantitative scoring system that evaluates qualifying companies' revenue per share trend over the past five years, with top performers receiving an "A" and grades ranging down to "F". The proportions of A to F grades are: 10% As, 20% Bs, 40% Cs, 20% Ds, and 10% Fs.
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05/22/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddFinancial Health Grade
Add in Excel Add-in, API and customization in screener and user portfolio. Definition: A relative ranking based on a quantitative scoring system that evaluates the distance to default of qualifying companies using structural or contingent claim models, with top performers receiving an "A" and grades ranging down to "F". The proportions of A to F grades are: 10% As, 20% Bs, 40% Cs, 20% Ds, and 10% Fs.
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05/22/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddProfitability Grade
Add in Excel Add-in, API and customization in screener and user portfolio. Definition: A relative ranking based on a quantitative scoring system that evaluates qualifing companies' return on equity (ROE) over the past five years, taking into account the growth rate, average level, and latest fiscal year ROE, with top performers receiving an "A" and grades ranging down to "F".
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05/22/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddStyle Score
Add in Excel Add-in, API and customization in screener and user portfolio. Definition: A stock's horizontal placement in the style box based on its value and growth scores, which determine whether it is classified as value, core, or growth: less than 100 is value, 100 to 200 is core, and over 200 is growth.
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05/22/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddSize Score
Add in Excel Add-in, API and customization in screener and user portfolio. Definition: A score classifies whether a stock is small cap, mid cap, or large cap based on a flexible three-category system: less than 100 is small cap, 100 to 200 is mid cap, and over 200 is large cap.
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05/22/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddNACE
Add in Excel Add-in, API and customization in screener and user portfolio. Definition: A European standard classification of economic activities maintained by Eurostat with a 5-character code format ('00.00'), mandated for use within the European Statistical System and facilitates the collection of statistical data by economic activity.
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05/22/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddCANNAICS
Add in Excel Add-in, API and customization in screener and user portfolio. Definition: A 6-digit numerical classification assigned to individual companies, specifically for Canadian classifications, and was developed jointly by the U.S., Canada, and Mexico to provide new comparability in statistics about business activity across North America.
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04/27/2024Excel GURUF/Screener/User Portfolios/APINew AddMACD Crossed Above Signal
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio. Definition: MACD Crossed Above Signal indicates that the macd line crossed above the signal line at some point in the past week.
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04/27/2024Excel GURUF/Screener/User Portfolios/APINew AddMACD Crossed Below Signal
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio. Definition: MACD Crossed Below Signal indicates that the macd line crossed below the signal line at some point in the past week.
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04/27/2024ScreenerNew AddMACD above Signal
Add in the All-in-One screener "Price" tab. Definition: MACD above Signal indicates that the current value of MACD line is greater than MACD signal line at present.
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04/27/2024ScreenerNew AddMACD above Zero
Add in the All-in-One screener "Price" tab. Definition: MACD above Zero indicates that the current value of the MACD line is greater than 0 at present.
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04/27/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddMACD Line
Add in Excel Add-in, API and customization in screener and user portfolio. Definition: An MACD Line is created by subtracting the 26-period EMA from the 12-period EMA.
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04/27/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddMACD Signal Line
Add in Excel Add-in, API and customization in screener and user portfolio. Definition: An MACD Signal Line is a nine-day EMA of the MACD line.
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04/26/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddGF Value Change %
Add in Excel Add-in, API and customization in screener and user portfolio. Definition: The percentage change in a company's GF value from the previous month.
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04/26/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddForward PEG Ratio
Add in Excel Add-in, API and customization in screener and user portfolio. Definition: Forward PEG Ratio is calculated as current PE Ratio without NRI divided by the Future 3-5Y EPS without NRI Growth Rate.
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04/24/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddFirst Dividend Start Year
This is the starting year for the first dividend payments available on GuruFocus. Add in Excel Add-in, API and customization in screener and user portfolio.
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04/24/2024Excel GURUF/Customized Screener/User Portfolios/APIItem Name ChangeDividend Start YearNo Reduction Dividend Start Year
This is the starting year for dividends that either remain consistent or increase in the subsequent years. To avoid potential confusion in the future, GuruFocus has renamed this to "No Reduction Dividend Start Year".
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03/18/2024Excel GURUF/Screener/User Portfolios/APINew AddYears of Financial History
Add in the All-in-One screener "Fundamental" tab; Excel Add-in; API and user portfolio
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03/15/2024Excel GURUF/Screener/User Portfolios/APINew Add3-Year Annualized Relative to S&P Total Return %
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio
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03/15/2024Excel GURUF/Screener/User Portfolios/APINew Add5-Year Annualized Relative to S&P Total Return %
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio
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03/15/2024Excel GURUF/Screener/User Portfolios/APINew Add10-Year Annualized Relative to S&P Total Return %
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio
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03/15/2024Excel GURUF/Screener/User Portfolios/APINew Add15-Year Annualized Relative to S&P Total Return %
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio
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03/15/2024Excel GURUF/Screener/User Portfolios/APINew Add20-Year Annualized Relative to S&P Total Return %
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio
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03/11/2024Excel GURUF/Screener/User Portfolios/APINew AddPrice Target
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio
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03/11/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddPrice Target (1-Week Ago)
Add in Excel Add-in, API and customization in screener and user portfolio
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03/11/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddPrice Target (1-Month Ago)
Add in Excel Add-in, API and customization in screener and user portfolio
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03/11/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddPrice Target (2-Month Ago)
Add in Excel Add-in, API and customization in screener and user portfolio
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03/11/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddPrice Target (3-Month Ago)
Add in Excel Add-in, API and customization in screener and user portfolio
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03/11/2024Excel GURUF/Screener/User Portfolios/APINew AddNumber of Price Targets
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio
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03/11/2024Excel GURUF/Screener/User Portfolios/APINew AddPrice Target Upside %
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio
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03/11/2024Excel GURUF/Customized Screener/User Portfolios/APINew Add1-Week Price Target Trend %
Add in Excel Add-in, API and customization in screener and user portfolio
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03/11/2024Excel GURUF/Screener/User Portfolios/APINew Add1-Month Price Target Trend %
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio
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03/11/2024Excel GURUF/Customized Screener/User Portfolios/APINew Add2-Month Price Target Trend %
Add in Excel Add-in, API and customization in screener and user portfolio
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03/11/2024Excel GURUF/Screener/User Portfolios/APINew Add3-Month Price Target Trend %
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio
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02/19/2024Excel GURUF/Customized Screener/APINew AddIncome Tax Paid Supplemental Data
Add in Excel Add-in, API and customization in 30-y financials
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02/19/2024Excel GURUF/Customized Screener/APINew AddInterest Paid Supplemental Data
Add in Excel Add-in, API and customization in 30-y financials
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02/06/2024Excel GURUF/Customized Screener/APINew AddReporting Currency
This is the currency in which a company's financial statements are reported. Add in Excel Add-in, API and customization in screener and user portfolio.
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02/05/2024User PortfoliosItem Name ChangeCurrency SymbolCurrency
This is the currency in which the stock is traded. Name change in user portfolio customization
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01/08/2024Excel GURUF/Screener/User Portfolios/APINew AddNet Debt Paydown Yield %
Add in the All-in-One screener "Fundamental" tab; Excel Add-in; API and user portfolio customization
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01/08/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddNet Debt Paydown Yield % (10y High)
Add in Excel Add-in, API and customization in screener and user portfolio
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01/08/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddNet Debt Paydown Yield % (10y Low)
Add in Excel Add-in, API and customization in screener and user portfolio
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01/08/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddNet Debt Paydown Yield % (10y Median)
Add in Excel Add-in, API and customization in screener and user portfolio
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01/08/2024Screener/User Portfolios/APIAdd in ScreenerBuyback Yield %
Add in the All-in-One screener "Fundamental" tab; Excel Add-in; API and user portfolio customization
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01/08/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddBuyback Yield % (10y High)
Add in Excel Add-in, API and customization in screener and user portfolio
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01/08/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddBuyback Yield % (10y Low)
Add in Excel Add-in, API and customization in screener and user portfolio
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01/08/2024Excel GURUF/Customized Screener/User Portfolios/APINew AddBuyback Yield % (10y Median)
Add in Excel Add-in, API and customization in screener and user portfolio
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11/29/2023Excel GURUF/Screener/User Portfolios/APINew AddGolden Cross (SMA 50 vs 200)
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio customization
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11/29/2023Excel GURUF/Screener/User Portfolios/APINew AddGolden Cross (SMA 20 vs 200)
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio customization
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11/29/2023Excel GURUF/Screener/User Portfolios/APINew AddGolden Cross (SMA 20 vs 50)
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio customization
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11/29/2023Excel GURUF/Screener/User Portfolios/APINew AddDeath Cross (SMA 50 vs 200)
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio customization
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11/29/2023Excel GURUF/Screener/User Portfolios/APINew AddDeath Cross (SMA 20 vs 200)
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio customization
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11/29/2023Excel GURUF/Screener/User Portfolios/APINew AddDeath Cross (SMA 20 vs 50)
Add in the All-in-One screener "Price" tab; Excel Add-in; API and user portfolio customization
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11/01/2023Stock Summary PageNew AddFCF Yield % & FCF Margin %
Add "FCF Yield %" in the "GF Value Rank" section and "FCF Margin %" in the "Profitability Rank" section on the stock summary page
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11/01/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddFCF Yield % (10y High)
Add in Excel Add-in, API and customization in screener and user portfolio
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11/01/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddFCF Yield % (10y Low)
Add in Excel Add-in, API and customization in screener and user portfolio
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11/01/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddFCF Yield % (10y Median)
Add in Excel Add-in, API and customization in screener and user portfolio
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11/01/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddEarnings Yield % (10y High)
Add in Excel Add-in, API and customization in screener and user portfolio
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11/01/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddEarnings Yield % (10y Low)
Add in Excel Add-in, API and customization in screener and user portfolio
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11/01/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddEarnings Yield % (10y Median)
Add in Excel Add-in, API and customization in screener and user portfolio
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10/19/2023
Interactive Chart/30-Y Financial/Excel GURUF/Screener/User Portfolios/API
Add Historical DataFCF Yield %
Add in the 30-Y financials page "Valuation Ratios" section; Interactive Chart "Valuation & Quality" section; All-in-One screener "Fundamental" tab; support historical value in Excel Add-in; API and customization in screener and user portfolio
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10/13/2023Excel GURUF/Screener/User Portfolios/APINew AddValuation Chart Status
Add in the All-in-One screener "Fundamental" tab; Excel Add-in; API and user portfolio customization
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10/13/2023Excel GURUF/Screener/User Portfolios/APINew AddValuation Chart Valid Metrics Count
Add in the All-in-One screener "Fundamental" tab; Excel Add-in; API and user portfolio customization
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10/12/2023
30-Y Financials Customization/Excel GURUF/Customized Screener/User Portfolios/API
New AddCyclically Adjusted FCF per Share
Add in the 30-Y financials page customization; Excel Add-in, API and customization in screener and user portfolio
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10/12/2023
Interactive Chart/30-Y Financial/Excel GURUF/Screener/User Portfolios/API
New AddCyclically Adjusted Price-to-FCF
Add in the 30-Y financials page "Valuation Ratios" section; Interactive Chart "Valuation & Quality" section; All-in-One screener "Valuation Ratio", "Valuation Rank" tabs; Excel Add-in; API and customization in screener and user portfolio
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10/12/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddCyclically Adjusted Price-to-FCF (10y High)
Add in Excel Add-in, API and customization in screener and user portfolio
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10/12/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddCyclically Adjusted Price-to-FCF (10y Low)
Add in Excel Add-in, API and customization in screener and user portfolio
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10/12/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddCyclically Adjusted Price-to-FCF (10y Median)
Add in Excel Add-in, API and customization in screener and user portfolio
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10/12/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add1-Year Cyclically Adjusted FCF Growth Rate
Add in Excel Add-in, API and customization in screener and user portfolio
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10/12/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add3-Year Cyclically Adjusted FCF Growth Rate
Add in Excel Add-in, API and customization in screener and user portfolio
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10/12/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add5-Year Cyclically Adjusted FCF Growth Rate
Add in Excel Add-in, API and customization in screener and user portfolio
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10/12/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add10-Year Cyclically Adjusted FCF Growth Rate
Add in Excel Add-in, API and customization in screener and user portfolio
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10/12/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add3-Year Cyclically Adjusted FCF Growth Rate (10y High)
Add in Excel Add-in, API and customization in screener and user portfolio
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10/12/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add3-Year Cyclically Adjusted FCF Growth Rate (10y Low)
Add in Excel Add-in, API and customization in screener and user portfolio
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10/12/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add
3-Year Cyclically Adjusted FCF Growth Rate (10y Median)
Add in Excel Add-in, API and customization in screener and user portfolio
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09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add1-Year Cyclically Adjusted Revenue Growth Rate
Add in Excel Add-in, API and customization in screener and user portfolio
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09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add3-Year Cyclically Adjusted Revenue Growth Rate
Add in Excel Add-in, API and customization in screener and user portfolio
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09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add5-Year Cyclically Adjusted Revenue Growth Rate
Add in Excel Add-in, API and customization in screener and user portfolio
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09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add10-Year Cyclically Adjusted Revenue Growth Rate
Add in Excel Add-in, API and customization in screener and user portfolio
83
09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add
3-Year Cyclically Adjusted Revenue Growth Rate (10y High)
Add in Excel Add-in, API and customization in screener and user portfolio
84
09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add
3-Year Cyclically Adjusted Revenue Growth Rate (10y Low)
Add in Excel Add-in, API and customization in screener and user portfolio
85
09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add
3-Year Cyclically Adjusted Revenue Growth Rate (10y Median)
Add in Excel Add-in, API and customization in screener and user portfolio
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09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add1-Year Cyclically Adjusted Book Growth Rate
Add in Excel Add-in, API and customization in screener and user portfolio
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09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add3-Year Cyclically Adjusted Book Growth Rate
Add in Excel Add-in, API and customization in screener and user portfolio
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09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add5-Year Cyclically Adjusted Book Growth Rate
Add in Excel Add-in, API and customization in screener and user portfolio
89
09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add10-Year Cyclically Adjusted Book Growth Rate
Add in Excel Add-in, API and customization in screener and user portfolio
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09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add3-Year Cyclically Adjusted Book Growth Rate (10y High)
Add in Excel Add-in, API and customization in screener and user portfolio
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09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add3-Year Cyclically Adjusted Book Growth Rate (10y Low)
Add in Excel Add-in, API and customization in screener and user portfolio
92
09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew Add
3-Year Cyclically Adjusted Book Growth Rate (10y Median)
Add in Excel Add-in, API and customization in screener and user portfolio
93
09/22/2023
30-Y Financials Customization/Excel GURUF/Customized Screener/User Portfolios/API
New AddCyclically Adjusted Book per Share
Add in the 30-Y financials page customization; Excel Add-in, API and customization in screener and user portfolio
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09/22/2023
Interactive Chart/30-Y Financial/Excel GURUF/Screener/User Portfolios/API
New AddCyclically Adjusted PB Ratio
Add in the 30-Y financials page "Valuation Ratios" section; Interactive Chart "Valuation & Quality" section; All-in-One screener "Valuation Ratio", "Valuation Rank", and "Price" tabs; Excel Add-in; API and customization in screener and user portfolio
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09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddCyclically Adjusted PB Ratio (10y High)
Add in Excel Add-in, API and customization in screener and user portfolio
96
09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddCyclically Adjusted PB Ratio (10y Low)
Add in Excel Add-in, API and customization in screener and user portfolio
97
09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddCyclically Adjusted PB Ratio (10y Median)
Add in Excel Add-in, API and customization in screener and user portfolio
98
09/22/2023
30-Y Financials Customization/Excel GURUF/Customized Screener/User Portfolios/API
New AddCyclically Adjusted Revenue per Share
Add in the 30-Y financials page customization; Excel Add-in, API and customization in screener and user portfolio
99
09/22/2023
Interactive Chart/30-Y Financial/Excel GURUF/Screener/User Portfolios/API
New AddCyclically Adjusted PS Ratio
Add in the 30-Y financials page "Valuation Ratios" section; Interactive Chart "Valuation & Quality" section; All-in-One screener "Valuation Ratio", "Valuation Rank", and "Price" tabs; Excel Add-in; API and customization in screener and user portfolio
100
09/22/2023Excel GURUF/Customized Screener/User Portfolios/APINew AddCyclically Adjusted PS Ratio (10y High)
Add in Excel Add-in, API and customization in screener and user portfolio