> ## Documentation Index
> Fetch the complete documentation index at: https://docs.standardmetrics.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

> Product updates and announcements for the Standard Metrics API

<Update label="Apr 17, 2026" tags={["API Enhancements"]}>
  ## Fiscal Year End Normalization on Create Company

  The [Create Company endpoint](/api-reference/companies/create-company) now normalizes `fiscal_year_end` values to zero-padded `MM/DD` format (e.g., `7/31` → `07/31`).
</Update>

<Update label="Apr 15, 2026" tags={["API Enhancements"]}>
  ## Duplicate Metric Validation on Create

  The [Create Metrics endpoint](/api-reference/metrics/create-metrics) now rejects requests that contain duplicate metrics in a single payload. A `400` error is returned identifying the conflicting metric by `category`, `date`, `metric_cadence`, and `budget_id`. When `on_conflict` strategy was `skip` the second metric would be silently ignored. In the case of `overwrite` a 500 would be raised.
</Update>

<Update label="Apr 15, 2026" tags={["API Enhancements"]}>
  ## Stricter Validation for PUT Custom Column Values

  The [Update Custom Column Values endpoint](/api-reference/custom-columns/update-custom-column-values) now enforces stricter validation for select and multi-select options:

  | Scenario                                                     | Previous behavior              | New behavior                |
  | ------------------------------------------------------------ | ------------------------------ | --------------------------- |
  | `option_id` combined with `value` or `color`                 | `400` (generic)                | `400` with explicit message |
  | `color` without `value`                                      | Accepted silently              | `400`                       |
  | Invalid `color` format (not `#RRGGBB`)                       | Accepted silently              | `400`                       |
  | `option_id` from a different custom column                   | `400`                          | `404`                       |
  | Decoded but missing `option_id`                              | `400`                          | `404`                       |
  | Overriding color of an existing shared option                | Silently ignored the new color | `400`                       |
  | Duplicate new options with conflicting colors in one request | `500`                          | `400`                       |
</Update>

<Update label="Apr 9, 2026" tags={["API Enhancements"]}>
  ## Select-Style Metrics Supported on Create

  The [Create Metrics endpoint](/api-reference/metrics/create-metrics) now supports writing select-style custom metrics with a predefined set of options. `value` must be one of the options for the configured metric.
</Update>

<Update label="Apr 7, 2026" tags={["API Enhancements"]}>
  ## Skip Pre-existing Metrics on Create

  The [Create Metrics endpoint](/api-reference/metrics/create-metrics) now lets you skip pre-existing metrics that would conflict with the ones you're writing, rather than overwriting them. This can be controlled through the `on_conflict` query parameter.
</Update>

<Update label="Mar 20, 2026" tags={["MCP Enhancements"]}>
  ## Excel Plugin Support via Standard Metrics MCP

  The Standard Metrics MCP now includes a tool that teaches Claude the full syntax for the Standard Metrics Excel add-in's `SM.GET` formula.
  This enables Claude to build live spreadsheets that automatically refresh with the latest portfolio data. See the [Excel and MCP](/guides/mcp-excel-plugin) guide to get started.
</Update>

<Update label="Mar 13, 2026" tags={["API Enhancements"]}>
  ## File upload size limit set to 32MB

  File uploads are now limited to 32MB for the [Create Document](/api-reference/documents/create-document) endpoint to match the in-app limit.
</Update>

<Update label="Mar 4, 2026" tags={["API Enhancements"]}>
  ## Reporting Currency Added to Companies Response

  Added `reporting_currency` to our response within the [Get Companies endpoint](/api-reference/companies/get-companies).
</Update>

<Update label="Feb 13, 2026" tags={["API Enhancements"]}>
  ## Denormalized Entity Names on Investment Detail Responses

  Investment detail endpoints now return related entity names directly, removing the need for separate lookup calls to resolve IDs.

  | Endpoint           | New fields                                                          |
  | ------------------ | ------------------------------------------------------------------- |
  | `financing-events` | `company_name`                                                      |
  | `share-classes`    | `company_name`                                                      |
  | `transactions`     | `company_name`                                                      |
  | `securities`       | `company_name`, `fund_name`, `share_class_name` (certificates only) |
</Update>

<Update label="Feb 9, 2026" tags={["API Enhancements"]}>
  ## Investment Data API Updates

  Added new filter parameters across the Investment Details API:

  * **Financing:** `sort_by` (by `closing_date` or `round_size`), `is_crypto`, and `co_investors` (filter by co-investor name and role)
  * **Share classes:** `purchase_type` (`primary` or `secondary`)
  * **Transactions:** `event`, `input_security_id`, and `output_security_id`
  * **Securities:** `fund_id`
</Update>

<Update label="Jan 21, 2026" tags={["API Enhancements"]}>
  ## Accrued Interest Added to Securities Response
</Update>

<Update label="Jan 20, 2026" tags={["Deprecations"]}>
  ## Removed Deprecated `/custom-metrics` endpoint

  The `/custom-metrics` endpoint has been removed after its deprecation period. Please use the [Get Metrics Options](/api-reference/metrics/get-metrics-options) endpoint instead.
</Update>

<Update label="October 2, 2025" tags={["API Enhancements"]}>
  ## Created At Field added to Metrics Response

  Added `created_at` timestamp to our response within the [Get Metrics endpoint](/api-reference/metrics/get-metrics) indicating when the datum was created.
</Update>

<Update label="September 16, 2025" tags={["API Enhancements", "Deprecations"]}>
  ## Archived Field added to Metrics Response

  Added `archived` boolean to our response within the [Get Metrics endpoint](/api-reference/metrics/get-metrics) indicating whether the datum belongs to a category that is archived.

  ## Deprecate Invalid Metric Cadence Options

  The following cadence options are deprecated in the [Create Metrics endpoint](/api-reference/metrics/create-metrics):

  * `"day"` (daily)
  * `"week"` (weekly)
  * `"half_year"` (half-yearly)

  While these cadence types will continue to work, they do not properly represent our supported time periods and you will likely encounter issues trying to access metrics written with these cadence types.

  <Note>Reach out to our team if you rely on these cadence types and need assistance migrating to the new cadence options.</Note>
</Update>

<Update label="September 10, 2025" tags={["API Enhancements"]}>
  ## Archived Metrics Filtering

  Added `include_archived` parameter to our [Get metrics endpoint](/api-reference/metrics/get-metrics) for filtering out archived metrics. Set `include_archived=0` to exclude archived metrics from API responses (as the endpoint defaults to including archived metrics).
</Update>