What's New

Introducing Decision AI: Ask the Market a Question. Get an Answer Your Code Can Use.

This is one of the most significant KlickAnalytics releases to date.

Most financial APIs return data. KlickAnalytics Decision AI returns an answer.

Send a small JSON request describing the market question you need answered. KlickAnalytics sources the data, performs the calculations, applies the decision logic, and returns a typed result your application can immediately evaluate, rank, display, or act on.

Instead of receiving raw prices and building the entire analytical pipeline yourself, you can ask:

• Is this stock overbought?

• Is the current trend bullish, bearish, or neutral?

• Which symbols rank highest under this strategy?

• How strong is the current momentum?

• What is the probability that a condition is true?

• What is the underlying calculated value?

Decision AI returns structured answer types designed for software:

• yes_no — a probability between 0 and 1

• choice — a selected outcome with probabilities for every alternative

• score — a value positioned on a defined scale

• rank — an ordered list of candidates with their relative strengths

• amount — the underlying calculated number

The Complete Decision Stack in One Request

Decision AI removes the need to independently build and maintain:

• The data layer

• Historical ingestion and storage

• Corporate-action adjustments

• Indicator calculations

• Screening and comparison logic

• Threshold and scoring systems

• Ranking infrastructure

• AI interpretation

• Structured response schemas

The API is powered by KlickAnalytics’ global market infrastructure, with more than 80,000 symbols across equities, ETFs, foreign exchange, crypto, and global exchanges. Historical prices are adjusted for splits and dividends, while indicators and analytical states are computed from the underlying market data.

Rule-based questions are evaluated deterministically and can return in under 50 milliseconds. Questions requiring interpretation can be handled by an AI model using the same computed market state, with every response identifying how the answer was produced.

Build Your Own Decision Logic

Developers are not limited to predefined endpoints.

Create custom questions directly in JSON, combine multiple decisions in one request, define thresholds, compare alternative outcomes, score market conditions, and rank entire groups of securities.

One request can determine whether a stock is overbought, classify its trend, calculate a market-heat score, and return the underlying values used in those decisions.

Request the simple response for a clean verdict and confidence level, or request the full response to receive the supporting checks, calculations, and evidence behind it.

From Data Access to Decision Infrastructure

Decision AI can power:

• Trading and investment applications

• Portfolio monitoring systems

• Research platforms

• Automated screeners

• Risk and compliance workflows

• Alerts and market surveillance

• AI agents and financial copilots

• Broker and wealth-management experiences

• Internal tools for banks, funds, and investment teams

No SDK to install. No CSV files. No vendor onboarding. No historical backfill. No separate calculation engine.

Just ask a market question—and receive a structured, explainable answer your software can use.

KlickAnalytics Decision AI is where market data becomes decision infrastructure.

To access: From the Menu > Decision > Playgound

KlickAnalytics now brings live television from leading global broadcasters directly into your Terminal workspace, including Bloomberg Television.

Follow breaking news, market commentary, economic developments, and interviews while keeping your charts, portfolios, watchlists, and analytics in view.

With the Live TV widget, you can:

• Select and switch between available global TV channels

• Watch live broadcasts without leaving your Terminal

• Monitor financial news alongside market data

• Resize the widget to fit your workspace

• Refresh a stream or open it externally

• Combine live coverage with News Reader, calendars, research, and other widgets

From major policy announcements to market-moving developments, Live TV helps connect what you are hearing with what you are seeing in the markets.

Stream availability depends on each broadcaster’s schedule and streaming restrictions. Off-air channels may display a message instead of a live broadcast.

Watch the world. Monitor the markets. One connected Terminal.

Market intelligence can now move directly into the conversations where your team already works.

With the new KlickAnalytics Slack integration, users can run KA commands from Slack and receive structured market data and analytics without leaving the channel.

Use commands such as:

• ka quote TSLA for the latest quote and trading data

• ka ta MSFT for technical indicators and market signals

• Additional KA commands for prices, fundamentals, analytics, and research workflows

KlickAnalytics first returns the result privately, allowing you to review it before deciding whether to share it with the channel. This keeps exploratory queries out of the wider conversation while making important findings easy to distribute when ready.

With KlickAnalytics for Slack, teams can:

• Run KA commands from a Slack conversation

• Retrieve quotes and market statistics

• Review technical analysis and indicators

• Receive structured, readable results

• Keep initial results visible only to the requesting user

• Share selected findings with the complete channel

• Discuss market intelligen

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KlickAnalytics now has a dedicated Blog—bringing practical guides, product news, research ideas, and real-world financial workflows into one searchable destination.

The Blog is designed to help users understand what KlickAnalytics offers, and in addition to how to apply its tools to everyday market analysis and investment work.

Explore content across:

• Sheets — Financial formulas, live market-data models, dashboards, and analytical templates

• Guides — Step-by-step workflows for using KlickAnalytics effectively

• Product — New feature announcements, capabilities, and platform improvements

• Collaboration — Ways teams can work together using Sheets, Wiki, comments, calendars, and shared research

• Research — Practical market analysis, investment methodologies, and data-driven insights

The Blog includes detailed examples such as:

• Building cross-asset correlation dashboards

• Pulling market data and financial statements into Sheets

• Creating live portfolio and risk models

• Using KA financial formulas

• Building and testing investment strategies

• Managing a trading-desk rule book in Wiki

• Reviewing research and models with colleagues

Users can search the complete Blog, filter articles by category, discover featured content, and see the estimated reading time for every post.

This is more than a product-news page. It is a growing practical library for turning KlickAnalytics data, analytics, AI, and collaboration tools into repeatable financial workflows.

Learn the platform. Build the workflow. Apply it to the market.

To access: From the Menu > Resources > Blog

KlickAnalytics now includes a shared Team Wiki—a central place to create, organize, maintain, and share the knowledge that guides your team’s work.

Use Wiki to document:

• Trading rules and investment processes

• Portfolio and risk-management policies

• Research standards and review procedures

• Data definitions and analytical conventions

• Operational workflows and checklists

• Team onboarding and training material

• Market playbooks and strategy documentation

• Frequently used internal resources

With the KlickAnalytics Wiki, teams can:

• Create pages and organize them into folders

• Build a clear hierarchy for different desks, strategies, or functions

• Search across the complete Wiki

• Edit and update shared content

• See when a page was updated and by whom

• Track page revisions and review changes over time

• Use permanent page addresses for quick access

• View recently updated pages

• Share institutional knowledge across the team

• Keep important processes accessible inside the same platform used for market research

A portfolio manager can maintain an investment rule book. A risk team can publish exposure limits. A research desk can document its methodology. New team members can find onboarding material without searching through messages and disconnected files.

The Wiki turns knowledge that often lives in individuals, emails, and scattered documents into a structured resource for the entire organization.

Document the process. Share the knowledge. Build institutional memory.

To access: From the Meny > My > Wiki

This is one of our most significant product updates yet.

KlickAnalytics now includes a complete collaborative spreadsheet environment designed specifically for financial research, market analysis, portfolio modeling, and investment workflows.

Users can build familiar spreadsheet models while pulling KlickAnalytics price history, live quotes, company fundamentals, financial statements, returns, and analytical data directly into cells.

No downloads. No manual copying. No disconnected data files.

KlickAnalytics Functions

New native functions connect spreadsheet models to the KlickAnalytics data ecosystem:

• KAH — Historical Data
  Pull price history, OHLCV bars, returns, fundamentals, and multiple symbols across custom periods and frequencies. It provides functionality similar to Bloomberg BDH.

• KAFIN — Financial Statements
  Retrieve income statements, balance sheets, cash-flow statements, and financial ratios across annual or quarterly periods.

• KAP — Current Data Points
  Return a current price, valuation, performance, technical, fundamental, or company-profile field for a symbol. It provides functionality similar to Bloomberg BDP.

• KALIVE — Live Market Data
  Stream the latest price or market field into a cell and automatically recalculate dependent formulas as new values arrive.

Symbols, fields, dates, and other arguments can also reference cells, making models flexible, reusable, and easy to update.

Build Complete Financial Models

Combine KlickAnalytics functions with familiar spreadsheet formulas to calculate:

• Returns and growth rates

• Volatility and Sharpe ratios

• Maximum drawdowns

• Correlations and covariance

• Valuation multiples

• Portfolio exposure and performance

• Dividend income

• Momentum and technical signals

• Scenario and sensitivity analysis

• Strategy and backtest results

Users can also turn results into charts, format complete financial models, add comments, and work together in real time.

Start With Ready-Made Models

A growing library of editable example sheets helps users begin immediately, including:

• Price History and Risk

• Live Watchlist Monitor

• Sector Rotation Dashboard

• Monthly Seasonality

• Volatility Regime Monitor

• Pair Spread and Z-Score

• Momentum Ranking

• Moving-Average Crossover Backtest

• Bollinger Mean-Reversion Backtest

• Portfolio Tracker

• Dividend Income Planner

• Cross-Asset Correlation

• Fundamental and valuation models

• AI-assisted analysis

Select a template and it opens as your own sheet. Change the symbols, assumptions, formulas, formatting, or analysis to fit your workflow.

Formula Discovery Made Simple

Users do not need to memorize every function.

The built-in formula library lets them:

• Search by topic or analytical objective

• Browse by function or use case

• View working examples with explanations

• Insert a formula directly into the selected cell

• Copy formulas for reuse

• Explore prices, risk, fundamentals, valuation, screening, live monitoring, and AI analysis

KlickAnalytics Sheets brings together the flexibility of a spreadsheet, the depth of a financial terminal, live collaborative work, and AI assistance in one connected environment.

Build the model. Connect the data. Watch it update. Collaborate in real time.

This is not just a spreadsheet with imported data. It is a financial analytical workspace powered by KlickAnalytics.

To access: From the Mneu > My > Sheet
 

KlickAnalytics now includes a shared Team Calendar, giving everyone a central place to coordinate research, market events, meetings, deadlines, and recurring workflows.

With the Team Calendar, you can:

• Create and share events with your team

• Schedule recurring meetings and activities

• Track earnings calls, economic releases, options expirations, and market deadlines

• Plan portfolio reviews, risk committees, research sessions, and client preparation

• Organize events by type using clear color coding

• Search the calendar for a particular event

• Filter events by category or team member

• Switch between day, week, month, and agenda views

• Navigate through past and upcoming schedules

• Keep the entire team aligned around important dates

The Team Calendar brings market events and internal work into one coordinated schedule—helping teams see what is happening, who is involved, and what requires attention next.

Please note that this release focuses on shared scheduling and coordination. KlickAnalytics is not currently providing built-in video conferencing.

One team. One calendar. Every important event in view.

To access: From the Menu > My > Team Calendar

Markets move quickly, but not every headline deserves your attention.

KlickAnalytics’ new News of the Hour identifies and organizes the most important market developments from each hour—giving you a concise view of what happened, why it matters, and which companies or markets may be affected.

With News of the Hour, you can:

• Review the most important stories from the latest hour

• See a concise summary beneath every headline

• Understand why each development matters to the market

• Browse stories organized by macro, markets, financials, technology, and other major categories

• Identify related companies through symbol tags

• See which story has been selected for the front page

• Move backward and forward through previous hourly editions

• Check exactly when each edition was generated and updated

• Quickly move into deeper news coverage across KlickAnalytics

Instead of scrolling through thousands of headlines, users receive a focused, continuously updated briefing built around market significance.

One hour. The stories that mattered. The context behind them.

To access: From the Menu > Newsroom > News of the hour

KlickAnalytics now lets you upload your own time-series data and transform it into a custom symbol that works across the entire platform.

Upload a file containing closing prices or complete OHLC data—open, high, low, and close—and KlickAnalytics assigns it a unique symbol. From that point forward, your series can be searched, charted, compared, and analyzed alongside stocks, indices, currencies, commodities, cryptocurrencies, and other market instruments.

With Custom Series, you can:

• Upload close-only or complete OHLC time-series data

• Create a unique symbol for every uploaded series

• Review the imported observations, dates, prices, and percentage changes

• Open the series directly in an interactive chart

• Compare it with any supported market symbol

• Use it throughout KlickAnalytics wherever custom symbols are supported

• Rename a series without rebuilding it

• Replace its underlying data as new observations become available

• Organize and manage all custom series from one place

• Apply KlickAnalytics’ analytical ecosystem to proprietary data

Custom Series can represent far more than traditional market prices, including:

• Proprietary indices and investment signals

• Portfolio and strategy performance

• Alternative-data indicators

• Economic and industry measures

• Model outputs and forecasts

• Healthcare, legal, climate, operational, or business data

• Any measurable variable that changes through time

This means your internal data no longer needs to remain isolated in a spreadsheet or separate system. It can become a native analytical object inside KlickAnalytics—ready to be viewed and compared like any other symbol.

Upload a time series, which automatically create a symbol, and now Analyze it everywhere.

To access: From the Menu > My > Custome Series

Introducing KlickAnalytics Copilot—Now on Every Page

We have added a context-aware AI Copilot across KlickAnalytics, giving users a faster and more natural way to understand the information directly in front of them.

The new Ask AI button is available on every supported page. Open it, ask a question about what you are viewing, and Copilot reads the visible page to provide an immediate, page-specific answer.

With KlickAnalytics Copilot, users can:

• Ask questions about the data currently displayed

• Receive answers grounded in the visible page

• Summarize complex tables, charts, metrics, and market activity

• Identify leaders, laggards, trends, risks, and unusual movements

• Compare instruments or categories shown on the page

• Use suggested questions to begin exploring immediately

• Ask follow-up questions while maintaining the page context

• Turn displayed data into clear tables and concise explanations

• Move to the full AI agent when broader or deeper research is required

For example, while viewing World Markets, a user can ask:

• Which global indices are performing best today?

• Which commodities are gaining?

• What changed across the major currency pairs?

• Where is volatility increasing?

• What are the most important cross-market signals on this page?

The Copilot adapts to where the user is working. On a symbol page, it can explain company-specific data. On a screener, it can interpret the visible results. On a portfolio, it can help identify concentration and performance drivers. On market pages, it can summarize movements across asset classes.

Users no longer need to leave the page, copy figures, or explain what they are looking at. The context is already there.

Every page is now interactive. Every dataset can become a conversation.

See it. Ask it. Understand it—with KlickAnalytics Copilot.

To access: click on the floating button called 'Ask AI'