What changed on StockTools
55 changes a reader can see, newest first, each dated by the commit that made it. Fixes to our own mistakes are here beside the new tools. Internal work that changes nothing on a page is left out, and so is anything you cannot use yet. The log starts on 28 September 2026.
- Stock pages say what is new on file, and why a valuation was refused
Every company page now checks four records for anything new (filings, insider trades, congressional reports, short interest), each dated; shows what else the funds holding the stock hold; explains an unrated stock estimator by estimator; shows the arithmetic behind the market cap, or why it is withheld; and lets you copy a citation for any filed figure.
- Every new filing in one feed, with no ticker needed
Congressional reports, Form 4 trades, insider clusters, 13F changes and company-stated earnings dates, newest first and unranked, each linked to its document, with filters by kind and window.
- The earnings calendar pages by week and links every report to its 8-K
Move back and forward a week at a time, see who filed results on past days, follow each stated date to the filing that stated it, and set a reminder from any upcoming report.
- The journal holds back rates it cannot support yet
Win rates and average R wait for five trades and say how many more you need; new cards compare your recent trades with the ones before, price what breaking each rule cost, and hold your setup definitions beside their record. A day you sat out by choice now counts.
- Scans gain weekly figures, a plain-English box and the filings behind each name
The scan builder adds nine weekly-bar figures and turns a sentence into a rule you can see and edit; each preset list shows the SEC filings its companies made in the list window; a chart link shades the sessions that matched the rule; and the homepage shows eight dated scans.
- New tools: cost of advice, move claim check and room receipt
Compare what a 1% advisory fee, a flat fee and no adviser leave of the same balance; test whether a claimed percent gain was possible on daily highs and lows; grade a paid room’s pasted calls against the same days reversed. The DCF tools gain a sensitivity grid, and every calculator now says what it cannot tell you.
- Accuracy pages print the miss rate and test against doing nothing
Max pain is now scored against the previous close at every tolerance, with your own tolerance on a slider; every hit rate shows its miss rate beside it, with intervals that count clustered claims honestly; and the live earnings projections have their own record.
- Where the data comes from, and what we do not collect
One page per outside source with how often we read it, how far behind it runs, its cost and its last good read; a page listing every free export and feed; and a privacy page that names every processor and cookie and what we never collect.
- New guides: trading-bot offers, promoter disclosures and reading a 10-K
Twelve checks to run on an AI trading-bot offer before depositing, where a paid promoter has to disclose, where each answer lives in an annual report, and a question tree from a falling stock to the filing that explains it.
- Search compares two tickers and remembers what you viewed
Type "AAPL vs MSFT" to open their side-by-side page; recently viewed companies sit in the launcher; saved screens and dashboard setups open from the search box.
- Maps for crypto, company size and insider trades
The top 100 coins as a dated map, the market split into five size bands, insider buying and selling sized by dollars, every stock tile shaded against its own typical move, and a dated PNG download on each map.
- The AI connector explains its errors and labels every figure
Each answer now says how sure each figure is, why a field is missing and what each source allows, errors say whose fault and whether to retry, and a console shows the exchanges without connecting.
- Your watchlist shows what each ticker filed since your last visit
Filings, Form 4s and offering language from the last 30 days for the tickers you save, newest first, with anything new since you last looked marked NEW.
- Short interest history is current again
After the 31 August settlement FINRA began quoting every field of its files, our parser read each one as missing, and the history stopped at August for seven weeks. It now reads FINRA’s Query API first. A jump of 25% or more in shares short between the two newest settlements is now a watchlist item.
- Feeds and alerts say exactly when
Homepage feed rows show the date each filing was made and open it; watchlist alert emails go once each weekday evening, and the page says when; the weekly digest now carries the 13F moves and earnings dates its sign-up promised.
- Build your own end-of-day scan
Combine end-of-day figures such as moving averages, RSI, MACD, relative volume, the 52-week range and fundamentals in AND and OR groups. Free, unmetered, every result dated, with CSV and TradingView exports.
- A dated page for every preset scan
Gainers, losers, new closing highs and lows, gaps and volume lists each have their own page, stamped with the session they measure.
- Email me when a stock enters a scan
Pick a scan and get an email when a new ticker matches it. No account needed.
- Market breadth for the last session
How many US stocks rose and fell, the share above their 20, 50 and 200-session averages, and new closing highs and lows, each with its count.
- Iron condor and credit spread calculator
Max profit, max loss, both break-evens and the result at any settle price, after per-leg fees.
- Range base rate
How often a stock closed within a band of its prior close, on every session on file: the rate any claimed win rate has to beat.
- Track record checker
Paste an options alert service’s published record, and every iron condor and credit spread in it is settled on the official close.
- Insider sales under a 10b5-1 plan are labelled
Read from the box on the Form 4 itself, and left out of the one-sided selling flag, which says how many it left out.
- Why it moved credits only what was public before the close
A filing or headline that came out after the close is listed and labelled, and never named as the driver of the move.
- Max pain for every monthly and quarter-end expiry
The page detailed only the eight nearest expiries, so a monthly could have no max pain at all. It now keeps every standard monthly and quarter-end within about 200 days.
- Plan cards list only what each plan enforces
Lines the code did not enforce, such as real-time alerts and a priority queue, were removed from the plan cards and the comparison table.
- StockTools Charts
Daily stock charts, several side by side, with studies, drawing tools, and each company’s filings, insider and congressional trades, splits and halts marked on the day they became public.
- Alerts on a line you draw
An email when a session closes above or below a line drawn on a chart.
- Weekly and monthly bars on charts
Daily, weekly and monthly timeframes with preset ranges.
- Chart drawings and layouts follow you when signed in
Drawings, saved layouts, notes and study choices are kept with your account and appear on any device.
- StockTools in your AI assistant
A free MCP connector answers with SEC filings, insider trades, earnings dates, economic releases and the Treasury curve, each with its source and date. No account, no key.
- Economic release calendar
Scheduled US releases and each result as the agency first published it, beside its value today. Never a consensus forecast.
- Earnings report times from the filing clock
Whether a company usually reports before the open or after the close is read from each results filing’s acceptance time, and withheld where those times do not show a habit.
- Dashboard data widgets
A price chart, headlines, the session’s movers, the week’s earnings, sector moves and macro series, each reading what a public page already shows.
- How old each pipeline is, in the footer
Every page’s footer says how long ago each data pipeline last delivered, in amber when a scheduled run has not landed.
- The S&P 500 as the SPY fund holds it
One tile per company, sized by the fund’s own filed weight and shaded by the last session, with both dates printed.
- A quote panel on every stock page
EPS, dividend yield from filed quarters, the day’s range and a true 52-week range, plus a header chip that says whether the NYSE session is open.
- Chart studies on stock pages, and the Treasury yield curve
Moving averages, Bollinger bands, RSI and MACD on every stock chart, and the Treasury par yield curve against a month and a year ago.
- The Graham number wherever a stock is valued
On the fair-value tool, every stock page and the large-cap dashboard, with a one-line explanation of what it is and is not.
- A pre-announcement no longer counts as the earnings report
An 8-K under Item 2.02 counts as the quarter’s results only when the company’s own 10-Q or 10-K follows it. Projections within 7 days rose from 87.4% to 90.9% on the same report dates.
- Data credits as each provider asks
FINRA named as owner and source, CoinGecko credited beside its prices, and FRED’s notice on its series. Two features that read Nasdaq’s undocumented API were removed.
- P&L Timeline
Drop a broker CSV or a screenshot of your trades and see your realized profit and loss through the day. CSVs never leave your browser.
- ADR per-share figures priced per ADS
BABA read a P/E of 139.2 because its EPS is per ordinary share and one ADS is eight of them. Per-share figures for ADRs now use the filed ratio, or are withheld with the reason.
- Journal CSV round trip
Re-importing a journal export keeps times, contracts, stops and fills.
- Open results beside your dashboard
On desktop a result opens in a side panel next to the dashboard, with a way back from every page.
- Trade Timer
Time each hold, set your own minimum, target and maximum time in a trade, and get an alert at each one.
- Relative volume by session, week, month and year
A ticker’s latest volume and dollar volume against an average session the year before.
- Saved dashboard setups and share links
Save dashboard layouts and share one as a link.
- AI price predictions, graded
Predictions that publishers attributed to ChatGPT and other models, graded against the actual close beside a do-nothing forecast, with every abstention counted.
- Resistance areas for any ticker
Areas above the last close from the stock’s own swing highs, nearest first. We tested whether they stop price, found no measurable effect, and the page says so.
- Split-adjusted price history in every tool
The 200-day average page put CRWD 33.4% below its average because a split read as a crash. Every tool now adjusts for splits.
- Revenue by product, segment and region
Read from the company’s own 10-K, and withheld with the reason when the parts do not add up to the reported total.
- Institutional holders across every 13F filer
Each stock page counts every institution that filed a 13F, compared with its own filing the quarter before. Filers are counted, never shares.
- Dashboards for free members
Custom dashboards come with a free account, and every card on the tools page has a + or - to add or remove it.
- Fixed: an open redirect after Google sign-in
A crafted sign-in link could end on another site after a genuine sign-in. One stricter check now guards every sign-in path.
Want something built, or found something broken? Request a feature or report a bug. How we decide what to publish is on the methodology page.