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Release Notes — v1.3.0

Release Date: April 12, 2026
Tag: v1.3.0
Branch: main

Overview

v1.3.0 is a significant capability expansion, shipping three major features: Reverse DCF analytics, a Management Commentary transcript MVP, and a set of CLI quality-of-life improvements contributed by the community. The pipeline now covers the full analyst loop — from XBRL fundamentals and earnings transcript extraction through to implied growth rate diagnostics and institutional research note rendering.

New Features

🔄 Reverse DCF Analytics (valuation.py)

  • Back-solves the implied FCF growth rate priced into the current market price given WACC and terminal growth assumptions
  • Outputs implied growth rate + delta vs. analyst consensus to flag stretched or discounted valuations
  • Sensitivity table: implied growth across a matrix of WACC × terminal growth rate combos
  • Integrated into the existing DCF football field chart for a unified valuation view
  • Merged via PR #17

🎙️ Management Commentary Transcript MVP (management_commentary.py)

  • Ingests earnings call transcripts (plain text or structured format)
  • LLM-driven extraction of: guidance tone (positive/neutral/cautious), key revenue and margin themes, forward-looking statements with source tagging, and risk flags (supply chain, macro sensitivity, competitive threats)
  • Output integrates into the research note narrative section and is also exported as a standalone JSON artifact
  • Supports pluggable transcript sources — paste raw text or point to a file path
  • Merged via PR #18

⚙️ CLI Enhancements

  • --dry-run flag (PR #13 by @CrestXcode) — validates all inputs and data source connectivity without making live API calls; safe for CI gating
  • tqdm progress bars (PR #12 by @kenimoraj) — added to all fetch loops in pipeline_v2.py and chart generation in reporting/charts.py
  • --quiet mode and PDF fallback rendering contributed by @joepaulvilsan — suppresses verbose output for automated pipelines; gracefully handles WeasyPrint unavailability with fallback rendering path

Documentation Updates

  • README updated to reflect v1.3.0 features: reverse DCF, management commentary, CLI flags, updated architecture tree, and roadmap status
  • Roadmap items for reverse DCF, transcript RAG pipeline, --dry-run, and progress bars marked as shipped (✅)
  • Analyst views schema documentation (shipped in v1.2.0) retained and cross-referenced
  • Inline changelog section added to README for quick release history

Bug Fixes & Maintenance

  • Analyst views schema fully documented (PR #16) — previously undocumented CSV fields now have type, valid values, and descriptions
  • Session output pipeline stable: research note, daily brief, and session README generated correctly for April 12 session
  • outputs/ directory correctly excluded from version control via .gitignore

Contributors

Thank you to everyone who shipped features in this release:

Contributor Feature
@CrestXcode --dry-run CLI flag
@kenimoraj tqdm progress bars
@joepaulvilsan --quiet mode, PDF fallback, chart integration

Upgrading from v1.2.0

No breaking changes. Run pip install -r requirements.txt to pick up any new dependencies added by the management commentary and transcript modules.

git pull origin main
pip install -r requirements.txt

What's Next (v1.4.0 Candidates)

  • Piotroski F-Score and Altman Z-Score in the screening model
  • FRED API connector (CPI, PCE, credit spreads, yield curve)
  • GitHub Actions CI — automated pytest on every PR
  • Interactive HTML report with Plotly charts replacing static PNGs
  • LBO model stub — entry/exit IRR analysis

See the Issues tab for full specs and contribution opportunities.
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