What changed

Every change that reaches the site, newest first — including the things that were wrong and how they were found. A tool that asks you to trust its reasoning should show its own.

10 October 2026

• We checked our own pages against what Trendentum does. Every claim on Home, Research and the Learn pages was read against the code. About ten were wrong and about fifty were only partly right. Where the feature was reasonable to build, we built it; where it wasn’t, we corrected the words. The list follows.
• Fixed: the readings that vote. Since 8 October the outlook is a tally of three readings — the past year’s trend, the reaction to the latest results, and insiders and short sellers. Several Learn pages still described RSI, MACD, the 20- and 50-day averages and volume as voting rules. They are chart figures that don’t vote, and the pages now say so. Their settings are in a new Chart figures section of How it works.
• Built: directors’ trades outside the US. The stock page’s Insider activity panel showed SEC filings only. It now also shows the director notices Trendentum carries for Australian, Canadian, UK and European companies. Japan, Hong Kong and Singapore still have none on file, and the page says so.
• Built: net margin among similar companies. The similar-companies table on each company page now has a net margin column, as the Learn page said it did.
• Built: markets and currencies in Portfolio Health. How much of your portfolio is listed on each market and priced in each currency.
• Built: more hover explanations. P/B and book value, EPS, ex-dividend, short position, current ratio and net cash.
• Built: a test that the backtest never shows a compounded return. The pages promised it; now a test holds the code to it.
• Changed: every tab of the sector screen opens in code order. The price-readings tab used to open sorted by how many rules agreed, which read like a ranking. You can still sort by any column.
• Fixed: smaller things. The sector backtest now says it is part of Pro instead of failing quietly; the SEC link opens all of a company’s filings; and wording on Pro features, short positions (ASX only), Graham’s tests and how long a sector takes to fill in now matches what happens.
• Removed, not built. A Learn page still mentioned a “trim the largest holding” sentence that was taken out in September because it pointed toward an action. Graham’s price tests stay as within / outside lines, with no price drawn, because a price level would read as a fair value.

9 October 2026

• Your own levels on a watched stock. Tell Trendentum the price you want to hear about — when it falls to a level or rises to one — or the P/E on the last twelve months you want it to fall to, beside the chart-state conditions already there. The editor shows the last close and today’s P/E so you type your number against a fact; the number is only ever yours. Told once per crossing: on your dashboard and in Sunday’s email, and in the evening alert with Trendentum Pro.
• Watched companies in Sunday’s email. Results, dividends and directors’ trades in the companies on your watchlist now have their own section, with what you wrote you needed to see first when results come out.
• I bought it. A button on each watched stock opens the add form with its code filled in. What you wrote while watching it — why, investment or speculation, Lynch’s kind, your Fisher answers — now moves to the holding instead of being lost.
• Two more pages under Learn. Your mind and money: sixteen habits of mind that cost investors money — overconfidence, loss aversion, the disposition effect, herding, mistaking luck for skill and more — each with where it was found, how it shows up with shares and the place in Trendentum built to work against it, nine questions to ask before you act, and a reading list. Tax on shares: how shares are taxed for residents of Australia, the US, the UK and Canada, side by side, and what Australians pay on dividends from overseas — general information from the official pages, dated, never advice.
• Research, in the menu. Looking up a stock and browsing sectors are now one menu item with two tabs, the way Learn holds its three pages - finding a company and studying it are the same piece of work.
• How it works, on the home page: the two paths through Trendentum — shares you own, shares you’re considering — as flowcharts, with every decision box yours.
• Through Graham’s, Fisher’s and Lynch’s eyes, on every stock’s page. Graham’s seven tests for the defensive investor, Fisher’s measurable points and his ten questions about people (yours to answer), and Lynch’s checks on the numbers — each set against the company’s own accounts, with the years they cover. Nothing is scored or added up; where the record is shorter than a test needs, it says “can’t tell”.
• Sectors, in the menu. Every sector of eight markets, and in each one the companies of that market’s main index, filtered by the Graham lines you tick (the filter is Trendentum Pro), with P/E, price to book, current ratio, years of profit, the dividend record, earnings growth and debt side by side. The list shows each of those companies within your lines, in the order you choose; nothing picks or ranks them. Each stock’s page links to its sector.
• Why you own it. Each holding and watched stock can carry your own record: investment or speculation, Lynch’s kind of company, why it is there, and what would make you sell. Holdings marked Speculation are added up against a ceiling you set.
• The company’s website and filings beside its price: ASX announcements, SEC annual reports, or TMX filings.
• Speculative checks. For the small, separate speculative part: how long a company’s cash lasts at its recent spending, how many new shares it has issued over one, three and five years, likely capital raisings, directors’ on-market trades and, on the ASX, short positions — on each stock’s page, and as a tab on the sector screen.
• Any stock opens without following it. The company, the investors’ tests, the speculative checks and the current outlook are there straight away; following it adds your own reasons, alerts and its history.
• Investor school. Ten short lessons on how Graham, Fisher and Lynch looked at a company, each ending with a step to try on a stock you own.
• Investor school, Part 2: risk, time and yourself. Nine more lessons, from Warren Buffett, Charlie Munger, Howard Marks, John Templeton, Jeremy Siegel, Burton Malkiel and John Bogle, and Daniel Kahneman: a share as part of a business, moats, inverting, what risk really is, the pendulum of moods, time, the case for not picking at all, losses and the fast mind, and writing your own rules. Every quotation checked against its source; where a line could not be checked, the lesson gives our summary instead. A “Who they were” section names everyone in the school, with their years and books.

8 October 2026

• The outlook is now built from three readings, not five rules. A tester found one stock page saying three things at once: Market conditions “range-bound”, Where the chart is “no clear state”, the outlook “Negative”. Each part was looking at a different timeframe without saying so, and the outlook itself had a deeper problem: three of its five rules (RSI, MACD, the 20/50-day cross) measure nearly the same thing — how the price moved over the last few weeks — so their agreement mostly counted one fact three times, and each fired on a single day. The outlook now tallies three readings that share no input: the past year’s trend (the 200-day average and the twelve-month return must agree), the reaction to the latest results (a move at least twice an ordinary one counts for 60 trading days), and insiders and short sellers (directors’ purchases count; their sales never do; for ASX stocks, a sizeable short position that has risen). Every reading is shown, with or without a view. RSI, MACD and the averages are still on every card as chart figures; they no longer vote. Valuation and dividends were considered and do not vote: they are opinions about value, and they appear as facts in The company section. The methodology page has the exact settings.
• Every timeframe is named. Market conditions is now labelled Last few weeks; the outlook’s readings say “past year”, “latest results” and “last 90 days”. A stock can be range-bound for three weeks inside a year-long fall, and the page now says both.
• No flood of alerts from the change. An outlook last announced under the old rules is quietly re-based on the first read with the new ones; you are told only when the new readings change after that. Since your last visit and the weekly digest say once that stocks were read fresh, instead of listing every one.
• The backtest replays the new readings over about three years of each stock, counts days with a view, and treats neighbouring days as one test per 20 trading days when deciding whether a gap is “clear of luck” — a reading that held one view for a year is not 250 separate successes. The worst-misses list shows one line per episode.

24 September 2026

• A long-term view. For holding over years rather than weeks. Switch it on under the settings on your dashboard or in Account. The dashboard then opens on where each holding sits against its 50 and 200-day averages: above or below, by how much, for how many closes in a row, and where the price sits in its 52-week range. The daily rule outlooks are folded away, one tap from coming back. Outlook changes arrive in the weekly digest instead of alert emails, and stock charts open on five years with the 50 and 200-day lines. The rules underneath are the same. We tested whether the popular long-term chart checks (volume on the day, the price holding for a few closes, the 200-day average) made a moving-average cross more reliable across 44 stocks over six years. None was clearly more reliable than a randomly chosen day, so this view shows positions and makes no call.
• A price chart on every stock’s page. Daily candles with volume, the 20, 50, 100 and 200-day moving averages, and a mark on each day one of the rules voted, from 3 months to 5 years. Hover or tap a day to see its prices, its averages, and what the rule saw that day. A moving-average cross also shows that day’s volume against normal. Under the chart, one line says where the last close sits against its 50 and 200-day averages, and for how many closes in a row. Prices are from finished trading days only.
• Fewer, steadier alerts. A tester got three or four alert emails a day, with some stocks changing outlook almost daily. There were two causes. Some refreshes scored stocks whose market was still open, reading half a day’s trading as if it were a close. Every stock is now scored on finished days only. And several rules react to a single day, so an outlook can change for one close and change back the next. An alert email now goes out only when a new outlook has held at two closes in a row, and at most one alert email a day. The dashboard still shows every change as it happens.
• Show gains in AUD. A switch above the holdings table, off unless you turn it on. Each overseas holding’s gain is restated in Australian dollars and split in two: what the share price made, and what the currency made. The two add up to the total. The split uses the exchange rate on each purchase’s Bought date. Without a date, the row says so and uses today’s rate rather than guessing. The rate is the day’s market rate. A broker converts at its own rate, which includes its margin, so its figure can differ slightly.
• Fixed: the Add confirmation named the wrong currency. A Toronto stock added with an AUD average price was saved in AUD but confirmed as “C$275.852”. The confirmation, the Just added list and the undo line now use the currency the price was saved in. The price box was also too narrow once the currency choice appeared, showing “5.852” for 275.852. It now shows the whole number.
• Purchases of a holding show their prices in the currency they were entered in — AUD for a US stock imported from CMC, where the heading used to say USD.

23 September 2026

• “Stock code”, not “ticker”. Two people testing the site did not know the word. Every label, message and page now says stock code; the Learn page notes once that it is also called a ticker.
• Codes from other brokers are understood. A code written the way another broker writes it — AAPL.US, SHOP.CA — is translated, and the page says what it was read as. Found when a tester entered her holdings from CMC, which writes codes differently from this site.
• A code listed in two markets is asked about, not guessed. BHP is a real code on the ASX and in New York. It used to become the New York one without a word. Now the Add form asks which, unless your broker (a new setting on the Account page) already settles it.
• An average price that looks like it came from a broker showing everything in Australian dollars is asked about, and the gain beside it stays on screen. A line under the holdings table explains why a gain here and a gain at a broker that converts will not match: both are right, and one of them includes the currency move.
• The Add form keeps the currency beside the price it describes, lists every supported market one click away, and shows search suggestions in full rather than cut short.
• Fixed the same day: a bare code for an account with an Australian broker. Choosing the US listing when asked which market, editing a US holding in the table, or buying more of one could each be read back through the broker’s convention and land on an ASX code that does not exist — a phantom holding instead of the one meant. An answer you have given, or a holding you already have, is now taken exactly as written.
• An average price can be recorded in Australian dollars. Beside the price on the Add form, for a stock that trades in something else: the stock’s own currency or yours. A price recorded in AUD is kept exactly, and its gain is worked out in AUD with the currency move included — the figure a broker that shows everything in AUD will show. The question about an average that looks like it is in AUD now records the answer instead of offering to rewrite the number.
• Imports read a total Cost column (average = cost ÷ quantity, which is how CMC works it out) and ask once what currency the file’s prices are in. A “Last price” or “Market price” column is no longer mistaken for what you paid, and a “Value” column never is.
• London gains in pence. A gain amount was always printed with a dollar sign, so a London holding’s gain in pence read as dollars.
• Terms: they now name Western Australia as the governing law, where they previously said only “Australian law”.

18 September 2026

• Link previews say something. Sharing a stock page into WhatsApp, Slack, iMessage or X now shows that stock’s outlook, how many indicators agree and the first reason — never a price or return. The first version rendered raw data into the preview and read “1 of 1 indicators agree”; both fixed the same morning after looking at a real preview.
• The rule grid. One coloured square per holding on the dashboard, copyable as text with no stock codes, prices or returns in it.
• Counting, about nobody. The site now counts how often shared pages are opened and previews fetched — totals per day, no IP addresses, no user agents, no cookies — so the people building it can tell whether sharing works instead of guessing.
• Shareable watchlists. Any named watchlist can be shared as a read-only link showing its stock codes and their outlooks — never holdings, prices or who you are. Off by default; stopping it kills the link.
• These pages: methodology, about, privacy, terms, and this changelog.

17 September 2026

• Named watchlists. Several lists per portfolio, one stock in as many as you like, and an “All” view.
• “Check avg price”. A cost basis that is roughly 100× too small for a market quoted in pence is flagged, with both numbers shown and a one-click fix, instead of producing a 27,000% gain. Real positions that have simply done very well or very badly stay silent.
• “No price data”. A stock code the data provider repeatedly cannot price is named, with different wording for “never worked” and “used to work”, instead of showing a dash that looks like a holding that has not moved. Found because one such stock code had sat in a real portfolio for months.
• Adding a stock you already hold now asks whether to add to the position or replace it, showing both outcomes. It used to overwrite silently.
• Removing a holding is undoable. A failed removal now says so too.
• Average price shows three decimals (whole pence for London), and editing a cell always starts from the exact stored figure.
• Signals refresh at market closes — New York, Sydney, London, and the Sydney open — from a dedicated worker, instead of every 15 minutes from the web server. The health check that reports on this was itself wrong for an hour after the move, and now reads the schedule from the process that runs it.

Earlier in September 2026

• Portfolio Health: concentration, sector and factor exposure in one plain sentence, every figure one click from its arithmetic, no blended score.
• Public stock pages that can be shared without an account, and a sitemap of the stocks real users actually hold.
• Four ways to add a portfolio: type a stock code, paste from a spreadsheet, import a CSV or Excel export, or register interest in broker sync.
• Insider activity had never worked. Every SEC filing was being fetched in the wrong format and silently skipped, so the insider rule had never fired for anyone. Fixed, and the summary now says how many filings it found and how many it could read.
• Installable as an app on phones from the browser.