MySpringy Latest Release

Owned by harsh.kathiriya
Last updated: Sept 19, 2024 by rathin.raval
6 min read

Version: beta (2.24.0)

Features and fixes included:

  • Availability of Investment Insight Radar to help users make quick decisions about investments with a summary spider chart of following key trends:

    • is it performing better than SP500

    • is it generating Dividend Income

    • Does is have the trend of generating Positive Returns (YTD,1Y & 5Y)

    • Are insiders buying?

    • Are Institutions Buying?

    • Are large Institutions Buying?

    • Is it under valued?

    • Does it have strong risk adjusted performance?

    • Are retail investors buying?

  • Visualize money flows for each investor in summary tab in terms of sectors they are moving in and out of over the most recent two quarters.

  • Add content that provides product information and various use cases of myspringy.com

Version: beta (2.23.0)

Features and fixes included:

  • Availability of all types of exchange traded instruments like

    • Exchange Traded Notes

    • Closed End Funds

    • Exchange-Traded Managed Fund

    • Exchange-Traded Derivative

  • Availability of ETF data

    • Performance data

      • Assets , Liabilities and monthly returns over the last quarter

      • Constituents data

  • Ability to create and perform portfolio analysis for all exchange traded instruments i.e. stocks, ETF, CEF, ETN, ETMF, ETD etc

Version: beta (2.22.0)

Features and fixes included:

  • Availability of trade set up to check for outlook on tickers before you trade.

  • Ease and speed of portfolio set up

Version: beta (2.21.0)

Features and fixes included:

  • Availability of top 10 stocks and top 10 etfs held by institutions as a portfolio view.

Version: beta (2.20.0)

Features and fixes included:

  • Prompt chaining in converse tab allowing users to ask a series of questions

  • Availability of profile tab to help users manage profile settings.

Version: beta (2.19.0)

Features and fixes included:

  • Availability of dashboards and sankey diagram in Market Flows and Institutional Flows in Market Insights to understand current year’s sectoral inflows and outflows

  • Availability of correlation and performance summary in portfolios

  • SP500 analysis in market spotlight

  • Availability of description for each strategy in strategize

  • Explicit messages for failed login attempts

Version: beta (2.18.0)

Features and fixes included:

  • Availability of Market Flows and Institutional Flows in Market Insights to understand current year’s sectoral inflows and outflows

  • Money flows in undervalued stocks now provides filtering capability by bins of AUM category and holding sizes.

  • Market Movers now provides trends of historic allocations to sectors

  • Key highlights now includes short term sentiment and percentile ranks of key ratios

  • Users can now delete portfolios under My Portfolios

Aug 7, 2024

Version: beta (2.17.0)

Features and fixes included:

  • Navigation from portfolio summary through clickable portfolio links

  • Availability of technical indicators in technical screener

  • User interface has new look and feel

  • Navigation choices to directly go to Converse or Summarize after search.

Aug 6, 2024

Version: beta (2.16.1)

Features and fixes included:

  • Hot fix for production issues of 2.16.0

Aug 5, 2024

Version: beta (2.16.0)

Features and fixes included:

  • New portfolios of sector mixes and holdings by AUM

  • Fixes for portfolio cloning

  • Prompts for portfolio and market movers

Aug 4, 2024

Version: beta (2.15.0)

Features and fixes included:

  • New strategy called Fundamental Screener to identify money making opportunities based on key Fundamentals

  • Users can now clone, edit and compare portfolios

  • Key highlights available in banner

  • Market Insights now has overview and spotlight

Jul 29, 2024

Version: beta (2.14.0)

Features and fixes included:

  • Videos are available in gallery page classified by topics and dates.

  • Major performance enhancements to improve end user experience

  • End users can now create their own portfolio

  • Portfolios now have analytics indicating the outperformance with respect to SP500

  • New strategy called Performance Pulse to identify money making opportunities based on key Metrics

Jul 22, 2024

Version: beta (2.13.0)

Features and fixes included:

  • Bug fix for Reset password

  • Added version text being displayed in the side bar

  • New tab called ‘Portfolio Suggestions’ being added for suggested portfolio templates.

  • Tabs are rearranged for better visibility for Strategize page

  • Fund tab is moved besides put tab under Market Movers page

Jul 19, 2024

Version: beta (2.12.0)

Features and fixes included:

  • All communication emails are now template based (Sign up success, forgot username, forgot password)

  • Help text being changed for the columns of data frames being displayed under Market Movers

  • Market Movers page got new tab called Summary

  • Insightful Videos got total 15 videos.

Jul 17, 2024

Version: beta (2.11.0)

Features and fixes included:

  • Risk Adjusted tab in benchmark analysis and peer analysis get 5 more measures to make the count to 18

  • Money Analysis → Top Institutions get the summary on top for each position type

  • Modified the prompt for Strategize → Compare for better response in comparison across stock and ETF

  • Gallery renamed to Insightful Videos with 5 extra videos

7/16/2024

Version: beta (2.10.1)

Features and fixes included:

  • Trend lines are added for Financial Analysis tab

  • In Market Movers, new positions are included in top buys and display all instead of top 10

  • When forward price data is not available, it displays target price consensus as one year target price

    • It display no forward price data available in option analysis instead of displaying 0 in all rows

Jul 12, 2024

Version: beta (2.10)

Features and fixes included:

  • Market Movers - tabs for each security type (Shares, calls, puts, Debt, Warrants, Funds, Undefined Security Types)

  • Search feature on data tables across the entire application

  • In each data table, tickers and institution holders are clickable allowing users to analyze tickers and institutions in separate tabs.

  • Financial data in Analyze defaults to Trailing Twelve Months with a trend line to indicate changes over time.

  • Added error handling for AI responses.

  • Under strategize, users can now search for stocks that are attracting attention from insiders and institutions'.

Jul 10, 2024

Version: beta (2.9)

Features and fixes included:

  • US ETF data added for users to track and analyze

  • Search bar is ubiquitous to search for stocks, ETS or institutions.

Jul 5, 2024

Version: beta (2.8)

Features and fixes included:

  • ‘Market Movers’ page: Fund analysis capabilities with holdings distribution, share holding activities and portfolio allocation details

  • Fund Flows: Existing fund flow view (available under Analyze--> Money Flow) enhanced to include top 25 institutional holders (by allocation) in a given stock.

  • Usability fixes - Improved orientation of graph legends and improved handling of unavailable data.

Jul 1, 2024

Version: beta (2.7)

Features and fixes included:

  • Data library updated

  • Monthly Returns graph defaults to all instead of YTD

  • Positioning of legend for Top 10 Institutional investors chart updated

  • Reset password bug fixed

Jul 1, 2024

Version: beta (2.6)

Features included:

  • AI-powered summary and prompts added to Fund Flow in Converse

  • Transient error on logout fixed

Jun 28, 2024

Version: beta (2.5)

Features included:

  • ‘Strategize’ is the landing page for users

  • Search bar in top nav for easy access

  • AI-powered analysis added in ‘Strategize’ → ‘Compare’

Jun 26, 2024

Version: beta (2.4)

Features included:

  • Submit button added for priority filters in ‘Strategize’

  • Branding updates - logo added and icons updated

  • Help text updated in main ticker banner

  • Title added in MoneyFlow Retail Sentiment chart in ‘Analyze’

Jun 25, 2024

Version: beta (2.3)

Features included:

  • New strategies added to ‘Strategize’:

    • Risk Adjusted Returns

    • Price Volume Divergence

    • Recovering From Lows

  • ‘Compare’ tab added to ‘Strategize’ for detailed comparison between selected stocks.

  • Performance improvement to ‘Analyze’

Jun 24, 2024

Version: beta (2.2)

  • Performance improvements for ‘Institutional Analysis’ tab for ‘Analyze’.

Jun 19, 2024

Version: beta (2.1)

MySpringy ‘Strategize’ is launched with pre-built strategies to identify income & growth stocks, undervalued stocks receiving institutional money and stocks beating S&P500.

‘Strategize’ can be accessed from top navigation after signing in.

 

Strategize-20240620-141126.jpg
Accessing MySpringy ‘Strategize’

Note: This feature is not available in guest mode.

Jun 18, 2024

Version: beta (2.0)

This is a major release with Features added to ‘Converse’. The features are:

  • Chat interface to ask questions and generate custom insights using natural language.

  • Suggested prompts to aid conversation.

The screenshot below shows converse → Summary tab for stock ticker V (Visa Inc):

image-20240618-162052.png
Converse → Summary tab

Note: Converse follows the Analyze tab in terms of its user navigation to provide consistent user experience. Each tab in Converse is provided specific data context to enable pointed, deep dive conversations specific to the data context. For example, Converse--> Financial Analysis is a great place to have all conversations regarding financials of the stock, Converse-->Summary is ideal place to get insights on all summary data of the stock. The suggested prompts on each converse tab indicate the type of data available. For more comprehensive view to understand the data context available for any Converse tab, corresponding Analyze tabs can be viewed.

Jun 11, 2024

Version: beta (1.0.3)

Features included:

  • Top navigation buttons made more prominent

  • user-facing maintenance page added to notify for maintenance and production upgrades.

  • Welcome email to new users sent real-time as against batched delivery previously.

  • Improved user messaging for new user registration success

Jun 3, 2024

Version: beta (1.0.2)

Features included:

  • Ability to export ‘Converse’ report as PDF.

May 30, 2024

Version: beta (1.0.1)

Features included:

  • Peer Analysis shows full name and price information along with tickers

  • Added guideline on landing page informing users that myspringy.com is best enjoyed in laptop or desktop browsers

  • Bug Fix: Analyze--> Technical Analysis charts default to YTD time slice.

May 21, 2024

Version: beta

Welcome to MySpringy beta release! We are thrilled to make the power of modern data, analytics and AI technologies available to our users to aid their stock research.

Currently, the platform has data for US stocks. In near future, we will be adding other asset classes too!

This release has the following features:

  1. Sign up and Login:

    1. User Signup: Users can register using their email id to access the platform.

    2. User login: instant login to the platform after signup.

    3. Forgot username / password

    4. Password reset: Available to logged in users

  2. Submit feedback:

    1. Users can submit their feedback to our team including their suggestions, feature requests and bugs if encountered.

  3. Guest mode:

    1. Guest mode to ‘try’ the platform for a pre-selected stock (Visa Inc) without registering.

  4. Ticker based stock search

    1. ‘Home’ tab of the platform allows filter and search to select the stock to analyze.

  5. Data analysis using ‘Analyze’

    1. Data analysis including custom analytics to provide diverse insights for the selected stock.

  6. AI-powered sentiment summary with ‘Summarize’

    1. For the selected stock, AI-powered byte-sized sentiments for quick analysis.

Known bugs:

  • Sometimes, when you search for a ticker and click on Peer Analysis directly after Summary, it shows the blank page. We are working hard on resolving this issue. The current work-around is to click Performance Analysis or Benchmark Analysis first and then click on Peer Analysis.

  • In some charts, legend may overlap with the chart. Zooming out using the chart control should alleviate the issue.

  • During our testing, our team observed that while viewing ‘Analyze’ tabs, sometimes table data and heatmaps showed a slight lag while loading. This was observed to be happening infrequently and the lag was 1-2 seconds when it was observed.

The platform is tested on desktop version of Firefox, Chrome, Edge and Safari (Latest versions as of release date). While the platform is responsive to mobile form factors, given the data intensive nature of the platform, for best experience, the platform should be used on laptops and desktops.

For any feedback, we highly encourage users to use the feedback link provided in the left navigation bar after login. Alternatively, users can also write to our support team at support@sprngy.com.

We look forward to hearing from you!

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