Changelog

Amsflow feature updates and improvements

Shared Team Alerts

Ajay Thakur
Founder & CEO - Amsflow
Shared Team Alerts
December 19, 2024 v1.6.7

Introducing Team Alerts, a powerful enhancement to Amsflow's alert system that enables organizations to collaboratively monitor markets through shared notifications. Team Alerts seamlessly extends our comprehensive alerting capabilities to the organizational level, allowing teams to maintain unified market monitoring while preserving individual alert preferences.

Amsflow Team plan customers can now create and manage shared alerts that are visible to all team members:

  • Unified team-level alerts for price movements, technical signals, and fundamental changes.
  • Simple toggle to mark any alert as a team alert during creation.
  • Critical alert flag support for team alerts with SMS delivery.
  • Email delivery for all team alerts.
  • Seamless integration with existing alerts infrastructure.
  • Team alerts appear distinctively in the alert list.
  • Full support across all alert types:
    • Price alerts for market movements.
    • Technical alerts for trading signals.
    • Fundamental alerts for company metrics.

This update strengthens team collaboration by enabling unified market monitoring while maintaining the flexibility of personal alerts. Teams can now coordinate their market tracking efforts with shared notification settings and critical SMS delivery options.

To get started with Team Alerts, create a new alert and toggle the "Team Alert" option. For critical notifications, enable the critical flag and ensure team members have verified their phone numbers in alert settings.

This release builds upon our recent alerts and team collaboration features to create a more connected and efficient market monitoring experience for organizations.

Extended Asset Coverage for Alerts

Ajay Thakur
Founder & CEO - Amsflow
Extended Asset Coverage for Alerts
December 13, 2024 v1.6.6

Expanded Amsflow's comprehensive alerts system to cover cryptocurrency and commodity markets, enabling users to monitor a broader range of assets like Gold, Bitcoin, Ethereum, and other major digital assets and commodities.

Added:

  • Price alerts for cryptocurrencies and commodities.
  • Technical alerts for crypto and commodity assets.
  • Percentage change notifications across new asset classes.
  • Seamless integration with existing alert delivery channels:
    • Email notifications.
    • SMS for critical alerts.
    • Webhook integrations (Slack, MS Teams, Discord, Telegram).

This update enables users to maintain consistent monitoring across multiple asset classes through Amsflow's unified alerts system, strengthening our multi-asset analysis capabilities.

Enhanced Team Discussions: Real-time Collaboration

Ajay Thakur
Founder & CEO - Amsflow
Enhanced Team Discussions: Real-time Collaboration
December 10, 2024 v1.6.5

The latest update brings improved interactivity and real-time capabilities to Team Discussions, making team collaboration more dynamic and engaging.

  • Team members can now @mention colleagues directly within discussions, enabling targeted notifications and seamless team coordination around specific investment insights or portfolio updates.
  • Interactive reactions have been added to Team Discussions, allowing quick engagement with shared analyses and ideas through intuitive emoji reactions – making it easier to acknowledge and respond to team communications.
  • Team Discussions now update in real-time, powered by the same robust infrastructure behind Amsflow's live price tracking. Teams can see new messages, mentions, reactions, and typing indicators instantly without refreshing.

This update further strengthens seamless team collaboration by making discussions more interactive and immediate. Teams can now engage in more dynamic conversations around their shared portfolios while maintaining the security and rich formatting capabilities of Amsflow Team Discussions.

Team Discussions

Ajay Thakur
Founder & CEO - Amsflow
Team Discussions
December 6, 2024 v1.6.4

Introducing Team Discussions to Enhance Team Collaboration and Portfolio Management.

  • Amsflow Team plan customers can now engage in contextual discussions around shared team watchlists and stocks.
  • Amsflow Team Discussions offers a full rich text experience, supporting inline images/screenshots and advanced formatting.
  • Discussion threads and their content are processed and stored with a SOC-compliant database provider and are fully encrypted by Amsflow using AES-256 encryption at rest.

This update strengthens team collaboration by enabling shared Portfolio monitoring and research. Teams can now maintain unified investment tracking while benefiting from seamless communication and collaborative analysis workflows.

Shared Watchlists for Teams

Ajay Thakur
Founder & CEO - Amsflow
Shared Watchlists for Teams
November 20, 2024 v1.6.3

Introducing Shared Watchlists to enhance team collaboration and portfolio monitoring.

  • Team plan customers can now create watchlists that can be accessed and managed by team members.
  • Team members can collectively add, remove, and organize stocks in shared watchlists.
  • New quick navigation in watchlist page allows customers to switch between shared team watchlist or personal, with team watchlists highlighted distinctively using a user group icon.

This update strengthens team collaboration by enabling shared stock monitoring and research, helping teams maintain unified investment tracking while streamlining their collective analysis workflow.

Multiple Watchlists

Ajay Thakur
Founder & CEO - Amsflow
 Multiple Watchlists
November 12, 2024 v1.6.2

Introducing multiple watchlists to improve stock organization and portfolio tracking capabilities.

  • Amsflow customers can now create and maintain separate watchlists for different investment categories.
  • Stocks can be added to multiple watchlists simultaneously.
  • Customers can customize names for individual watchlists.
  • The watchlist page now displays quick navigation to multiple watchlists.

This update enhances the watchlist functionality with improved organization, curation, and quick access, helping customers maintain focused stock lists while streamlining their investment research workflow.

Team Access Management

Ajay Thakur
Founder & CEO - Amsflow
Team Access Management
November 9, 2024 v1.6.1

Granular team access controls, allowing organizations to efficiently manage member permissions and platform access levels.

Added:

  • Role-based access management system.
  • Four permission levels: Owner, Admin, Member, Guest.
  • Member invitation system.
  • Team member settings dashboard.
  • Real-time role updates.
  • Member management interface with quick actions.
  • Custom access level assignments per member.

This update helps organizations maintain security while efficiently managing team access.

Critical Alerts Via SMS

Ajay Thakur
Founder & CEO - Amsflow
Critical Alerts Via SMS
November 6, 2024 v1.6.0

Introducing SMS delivery for high-priority alerts, enabling users to receive instant notifications for their most important market triggers. SMS support available for phone numbers worldwide.

Added:

  • SMS delivery for critical alerts.
  • Global phone number support.
  • Critical flag option when creating alerts.
  • Secure phone number storage with encryption.
  • Simple opt-in process via alerts settings.
  • Phone number verification system.

To get started with critical alerts, go to alerts settings > add phone number, and mark alerts as critical during creation.

For privacy, phone numbers are encrypted at rest and only used for sending opt-in critical alerts.

This update ensures users receive their most important alerts instantly, even when offline.

Alerts via Webhook

Ajay Thakur
Founder & CEO - Amsflow
Alerts via Webhook
November 2, 2024 v1.5.9

Introducing webhook integrations for alerts, enabling teams to receive market updates directly in their preferred communication platforms.

Added:

  • Webhook support for popular platforms:
    • Slack integration.
    • Microsoft Teams integration.
    • Discord integration.
    • Telegram integration.

This update streamlines market monitoring by delivering alerts directly to team communication channels.

Amsflow Alerts via Email

Ajay Thakur
Founder & CEO - Amsflow
Amsflow Alerts via Email
October 13, 2024 v1.5.8

Added email delivery for all triggered alerts, enabling users to receive notifications even when away from the platform.

Added:

  • Email notifications for price alerts.
  • Email notifications for technical alerts.
  • Email notifications for fundamental alerts.

This update ensures users never miss critical market movements.

Introducing Amsflow Alerts

Ajay Thakur
Founder & CEO - Amsflow
Introducing Amsflow Alerts
August 28, 2024 v1.5.7

Launched new alerts feature to help users monitor critical market changes. Users can now create customized alerts across price, technical, and fundamental metrics with flexible threshold settings.

Added:

  • Price Alerts: Create notifications for price levels and percentage changes.
  • Technical Alerts: Track RSI divergence, ADX trend strength, and Williams %R signals.
  • Fundamental Alerts: Monitor multiple financial metrics:
    • Core Performance: Profit, Revenue, Operating metrics.
    • Margins: Net, Operating, and Gross profit margins.
    • Returns: ROE, ROA, ROCE.
    • Valuations: P/E, P/B, PEG ratios.
    • Expenses: R&D, Marketing, Depreciation.

This update helps users track market movements and company performance without constant manual monitoring.

Stock Overview Widgets

Ajay Thakur
Founder & CEO - Amsflow
Stock Overview Widgets
July 17, 2024 v1.5.6

Added Overview widgets to help users analyze stocks more efficiently at a glance. Each widget provides focused insights into different aspects of stock performance and market sentiment.

Added:

  • Earnings Estimates Widget: Shows quarterly revenue forecasts and EPS estimates.
  • Price Targets Widget: Visualizes analyst consensus ranges and distribution.
  • Analyst Ratings Panel: Displays buy/hold/sell breakdowns from active analysts.
  • Margins Tracker: Shows net, operating, and gross profit margins with trends.
  • Profit Growth Display: Tracks revenue, gross profits, and net income metrics.
  • Fundamentals Widget: Key ratios including P/E, P/B, and D/E.
  • Business Returns Panel: Monitors ROE, ROA, and ROC performance.
  • Returns Timeline: Performance metrics from 1M to lifetime returns.
  • Technical Indicators: RSI, ADX, Williams R%, and moving averages.

This update enables faster analysis of key metrics in a single view.

Contextual Search: Jump-in, Jump-out with Pro Search

Ajay Thakur
Founder & CEO - Amsflow
Contextual Search: Jump-in, Jump-out with Pro Search
July 11, 2024 v1.5.5

Supercharge your productivity with powerful contextual search, instantly navigating to key reports and metrics using natural commands.

  • Global search bar with cmd/ctrl + K shortcut.
  • Direct navigation to specific company reports.
  • Search suggestions for faster access.

Access any part of Amsflow instantly with simple search commands. This update improves navigation speed and accessibility across the platform.

Introducing Amsflow Calendar: Never Miss Critical Market Events

Ajay Thakur
Founder & CEO - Amsflow
Introducing Amsflow Calendar: Never Miss Critical Market Events
June 25, 2024 v1.5.4

Stay informed about critical market events with our comprehensive calendar suite that covers major financial markets worldwide.

  • Global IPO calendar for upcoming public offerings.
  • Global Earnings calendar with company schedules.
  • Global Economic calendar showing key indicators.
  • Global Market holidays across global exchanges.

Consolidated view of important market dates and announcements in one unified interface. This update helps users track and plan around key market events efficiently.

Statements

Ajay Thakur
Founder & CEO - Amsflow
Statements
June 2, 2024 v1.5.3

Processes company financial statements using Realtime Amsflow Financial Data to provide comprehensive analysis of company performance. View any company's statements with a single click.

  • Income statement with quarterly comparisons.
  • Detailed balance sheet analysis and metrics.
  • Cash flow statement breakdowns.
  • Year-over-Year (YoY) growth analysis.

This update streamlines financial statement analysis with standardized metrics and automated comparisons.

X-Ray: Intelligent Stock Analyzer

Ajay Thakur
Founder & CEO - Amsflow
X-Ray: Intelligent Stock Analyzer
May 16, 2024 v1.5.2

Experience smart financial analysis with X-Ray, our intelligent stock analyzer that brings clarity to complex data. This powerful tool transforms how you evaluate investment opportunities:

  • One-click comprehensive stock analysis
  • Smart technical analysis.
  • Multi-timeframe pivot point generation
  • Dynamic financial metrics scorecard
  • Automated anomaly detection
  • Key performance highlights at a glance

X-Ray processes company data using Realtime Amsflow Financial Data and large language model to deliver thorough analysis instantly. Simply select any stock to run X-Ray analysis. This update aims to reduce analysis time and provide standardized insights across stocks.

Amsflow Lisa

Ajay Thakur
Founder & CEO - Amsflow
Amsflow Lisa
April 25, 2024 v1.5.1

Discover a smarter way to analyze markets with Lisa, our conversational AI assistant that brings financial insights to your fingertips. This release introduces enhanced capabilities for deeper market understanding:

  • Real-time analysis of global market trends and company metrics
  • Instant currency conversions and financial calculations
  • In-depth quarterly analysis with Year-over-Year comparisons
  • Anomaly detection across company financials
  • Natural language processing for effortless market queries

Lisa now delivers razor-sharp insights by processing complex financial data into clear, actionable intelligence. Simply ask questions about stocks, trends, or metrics, and receive comprehensive analysis powered by advanced AI.