Released: Longer StockRank histories available on StockReports

Dear Investors,

DIY investors have been able to use the StockRanks for around ten years in order to see a stock’s exposure to the factors that drive price returns, namely Quality, Value and Momentum. Over those ten years, we have amassed a substantial archive of historical StockRank data. You’ll see this most notably on the StockReports. Under the price history, every stock has a chart that shows how the StockRank has changed over time.

After months of hard work and conversation with our data provider, we are delighted to announce that a full StockRank history is now available on the StockReports. Understanding the relationship between the StockRank and a stock's price can help you use the ranks more effectively when making investment decisions. You'll find some rules of thumb for this towards the end of the article.

See a full StockRank history on all stocks

Until now, a minority of StockReports displayed truncated StockRank histories due to complex corporate actions or ticker changes. This happened because our data provider, Refinitiv, assigned different identifiers (known as RICs) to securities before and after the corporate action. This did not affect all stocks, but it did affect a number of popular companies, including Sanderson Design and Reach...