Corporate events now weighted by significance: C-suite departures score higher than VP exits, auditor resignations score higher than routine changes
Cross-signal interaction detection: dangerous combinations like insider selling + exec departure or auditor change + restatement surfaced as high-severity findings
Recency-weighted complaint scoring: recent complaints count more than older ones in reputation risk
Event recency decay with 180-day half-life ensures stale events do not dominate current risk assessment
Deep research report now covers more finding categories including multi-signal risk combinations
1.4 (2026-04-04) — Event detection, sector-aware scoring, and time-series persistence
Corporate event extraction from 8-K filings: detects executive departures, auditor changes, restatements, material agreements, acquisitions, and impairments from SEC filing item codes
Sector-aware scoring: investment risk weights now adjust by industry (financial, technology, healthcare, industrial, consumer, energy, utilities, real estate) for more accurate risk assessment
Time-series persistence: score snapshots stored across runs with velocity, volatility, and trend analysis in compare_risk_delta output
Deep research report now includes corporate event findings from 8-K item codes with severity and recommendations
1.3 (2026-04-04) — Financial statement integration via SEC EDGAR XBRL data
New financials data source using edgar-financial-extractor for real income statement, balance sheet, and cash flow data
Financial health scoring now uses real margins, cash flow quality, and leverage ratios when XBRL data is available
Deep research report generates findings from XBRL anomaly flags (margin compression, revenue decline, debt spikes, negative FCF, dilution)
New financials source option available for assess_financial_health, assess_investment_risk, and generate_deep_research_report
Investment risk scoring enhanced with financial statement trend signals and anomaly penalties
1.2 (2026-04-04) — Entity resolution overhaul and confidence/coverage scoring
Replaced substring entity matching with multi-signal probabilistic resolver using ticker, CIK, LEI, domain, and normalized name similarity
Every tool output now includes a coverage report: source availability, data density, entity match confidence, confidence level, and data quality warnings
Entity links now carry match confidence (0-1) and match method, enabling downstream agents to reason about data quality
Name normalization strips corporate suffixes (Inc, Corp, Ltd, etc.) and uses token-overlap similarity instead of prefix matching
Match threshold of 0.55 prevents false entity links that corrupted scores in previous versions
Coverage warnings flag missing sources, absent stock data, and low entity confidence so agents can discount scores appropriately
1.1 (2026-04-04) — Deep methodology upgrade: real financial ratios, enriched reputation scoring, governance hierarchy analysis, expanded research findings
Financial health now uses P/E, P/B, P/S ratios, earnings surprise, 52-week price position, beta, and dividend yield instead of raw price/market-cap proxies
Reputation risk now uses Trustpilot trustScore, rating distribution shape (bimodal detection), sentiment keywords, response rate, and CFPB dispute/timely/resolution analysis
Governance scoring now uses LEI registration status, entity hierarchy depth, renewal compliance, conformity flags, and proxy statement detection
Investment risk now incorporates valuation ratios, earnings miss rate, LEI compliance status, and 52-week price position
Deep research report expanded from 4 to 12 finding types: earnings misses, valuation extremes, insider selling clusters, LEI compliance, review polarization, company responsiveness, M&A signals, corporate structure complexity
Added Finnhub metrics and earnings data sources for richer financial analysis
Competitor benchmarking now uses the same enriched scoring as individual company assessments
1.0 (2026-04-03) — Added 3 new tools: M&A detection, insider trading analysis, and competitor benchmarking. Major reliability and UX improvements.
New tool: detect_ma_activity — identifies mergers and acquisitions from SEC filings (8-K, SC 13D/G, S-4, proxy statements)
New tool: track_insider_trading — analyzes SEC Form 3/4/5 filings with buy/sell sentiment scoring
New tool: benchmark_competitors — compare 2-10 companies side-by-side on financial health, reputation, governance, and risk
No charge on empty results — you only pay when data is found
Improved reliability when data sources are slow or unavailable
Improved error messages with clear distinction between no-data and tool failures
Added startup status messages and cost transparency
Input validation: query length limits, company count limits for benchmarking
