Latest update
Basis 2026.10.30
New features
- Financial models keep a version history in their notes, with what changed in each version.
- Financial models update again once the earnings call is out, not just the results release.
- Basis can now read the tables and charts inside research emails you forward.
- Ask Basis to add lines or a new section to a financial model, and it stays in every later version.
- Zoom the model workspace in and out, and see the Average, Count and Sum of selected cells.
- Click a formula in a model to highlight the cells it uses, as in Excel.
- Undo and redo buttons for model edits.
- Ask Basis to chart a line from your model, such as gross margin by quarter.
- Type formulas into model cells with = and the arrow keys, as in Excel.
- Models include Preview and Review tables for the quarter, set against guidance and the Street.
- Models now keep a history of company guidance and how results compared with it.
- Show hidden sheets in a model with the eye button.
- Jump to the cells a formula uses with ⌘[ and back with ⌘], as in Excel.
- Model builds show their progress as a checklist, with the step under way and what it is doing.
- Group and ungroup rows and columns in a model, with Excel's + and − buttons and level toggles.
- Click a column or row header to select it, and ⌘-click to add separate cells to a selection.
- Jump to the end of a block of cells with ⌘ and an arrow key, as in Excel.
- Switch between model sheets with ⌘ Page Up and ⌘ Page Down.
- Model revenue builds show the dollars each quarter adds beside the growth inputs.
- Charts of a company's segments stack into one bar per period.
Improvements and bug fixes
- Clearer highlights when Basis reads or edits cells in a model.
- Improved forecasts for companies with large one-time investment gains.
- Fixed missing price sparklines in the first minutes after the market opens.
- Edits in the model workspace show more quietly, and Basis's edits appear as a small chip in chat.
- Fixed dollar figures showing as unformatted numbers in some model sheets.
- Fixed shaded cells spilling into neighbouring columns while scrolling a model.
- Margin expansion and incremental margins in new models compare with the same quarter a year earlier.
- Model builds can read survey and estimate tables sent as images in research emails.
- Revenue mix and dollar growth rows now continue into the forecast years.
- Fixed clicking cells under a long row label in a model.
- Fixed centered banner headings in some model sheets.
- Undo now also reverses column and row resizing in a model.
- Lines you make into drivers in a model turn blue, and the lines they drive turn black.
- Model progress keeps moving during the long first build step.
- Model Preview tables now show the Street's revenue and EPS.
- Models record a company's guidance history going back two years, not only the latest guide.
- Average, Count and Sum now sit in a status line under the model.
- Model Preview and Review tables match the house layout, with unknown figures shaded.
- Boxed panels in models show their side borders.
- Price target tables in models use clearer indents and dividers.
- Model cash flow forecasts no longer show unused working-capital inputs.
- Fixed long-range charts that stopped months short when first opening a newly added stock.
- Model updates keep the current version on screen, then highlight what changed.
- Replies in the model chat are shorter and to the point.
- Answers about a model take you to the model workspace, not Documents.
- Bar charts in chat use thicker bars.
- Fixed model charts reading a line from the Preview tab instead of the model.
- Resized rows and columns can be saved as a new model version.
- Resizing or zooming a model no longer jumps back to the selected cell.
- Clearer group buttons in the model workspace.