Updated November 6, 2026

What's new

What changed in Monexa Hub: new features, improvements and fixes.

Foreign stock valuation with US assumptions

On a foreign stock page, valuations now start from US assumptions: 1.5% desired yield (close to what the S&P 500 pays), 8.5% discount rate, 2.5% perpetual growth and 8% projected growth. With Brazil's yardstick (6% yield and 11.5% discount), every US stock came out expensive by definition. The desired yield also accepts values from 0.1%.

  • ImprovedBazin, ceiling price, Lynch and DCF for foreign stocks with US assumptions.
  • ImprovedDesired yield from 0.1%, in 0.1 steps for foreign stocks.
  • FixedProjected profit capped at 200 billion, too little for US companies.

Class of foreign ETFs

SGOV and AOR joined our ETF table. And every US ETF not in it yet no longer shows as "Unclassified": the class (fixed or variable income) and the index come from the fund's Yahoo category, flagged as an estimate.

  • NewSGOV (fixed income) and AOR (variable income) in the ETF table.
  • ImprovedForeign ETFs outside the table get an estimated class and index from the fund category.

Ask your portfolio evaluates foreign assets

In Ask your portfolio, the asset evaluation now also covers US-listed ETFs and stocks, such as DFAE, META and the BBD ADR. The answer uses the same numbers as the asset page, in dollars, and compares the return with the S&P 500 and the US rate, never with the Ibovespa or the CDI.

  • NewEvaluation of foreign ETFs and stocks, with values in dollars.
  • FixedThe evaluation said a foreign ETF was not a valid ticker.
  • FixedThe evaluation no longer uses an intrinsic value (DCF) that is not the one on the asset page and could come out absurd.

Foreign stock page

US-listed stocks such as META, and ADRs of Brazilian companies such as BBD and CIG, now open with a full page in dollars: P/E, P/B, dividend yield, ROE, margins, growth, Bazin, Graham and Lynch. Risk is measured against the S&P 500 and the US rate, and the dividend history shows up on the page. B3-only items, such as tag along, JCP and the Joel Greenblatt ranking, no longer appear on these pages.

  • NewIndicators and valuations for foreign stocks, in dollars.
  • NewRisk against the S&P 500 and the US rate.
  • FixedForeign stock prices showed in R$, and their dividend history was empty.
  • FixedA US ETF payout could land in the portfolio in reais, with the dollar amount; foreign payouts now come only from the broker statement.

Import Inter Global trade confirmations

Trade confirmations from Inter's US account (Inter Global) are now recognized when importing notes. Buys and sells come in in dollars, like Nomad's, each execution on its own, and importing the same PDF again duplicates nothing.

  • NewInter Global in note import (Transaction Confirmation PDF).
  • ImprovedDFAE (emerging-market equities, Dimensional) classified as equity on the ETF page.
  • ImprovedUS ETF page shows the expense ratio, assets and inception date; CNPJ and holder count, which don't exist abroad, were removed.
  • NewThe ETF page shows the domicile (Brazil, US, Ireland) and whether it distributes or accumulates payouts, with what that means for withholding and tax.

Options: a "?" that explains every figure

Options figures now have a "?" explaining how each one is calculated: in the Report (gross premium, realized P&L, premium %, return over average price, average return), in Closed (realized P&L and hit rate) and in History. History has a new "This month" card, with how many options closed this month, the premium and the result. And "Accumulated P&L · 12m" now really adds up only the last 12 months — it used to add the whole history, so the figure may change if you've traded for more than a year. The "?" now opens on phones too.

  • New"?" explaining each figure in Report, Closed and History.
  • New"This month" card in History: closed options, premium and result.
  • New"Best month" explains why it was the best: closed options, premium, result, how much premium was kept and the hit rate.
  • Fixed"Accumulated P&L · 12m" adds only the last 12 months (it added the whole history).
  • FixedExplanation "?" buttons now open on phones.

Portfolio: Type column and aligned class summary

The Portfolio table has a new Type column, right after the asset, replacing the old Class column that only repeated the group: the stock's sector, the REIT's segment (brick-and-mortar, paper, hybrid, fund of funds, plus its activity, such as Logistics), whether an ETF is fixed income or equity and the index it tracks, the fixed-income security (Treasury IPCA+, Selic, CDB, Debenture…) and Cryptocurrency. Each class summary now puts every number in its own column — total under Position, the day's change and the portfolio weight side by side — and the columns stay put when you expand or collapse a class. Stocks whose other share class has a sector (SAPR11, POMO4) now show it too.

  • NewType column: sector, segment, ETF class, fixed-income security.
  • ImprovedType also on phones and mid-size screens, under the asset name.
  • ImprovedType also for infrastructure funds (incentivized debentures), BDRs and shares below R$ 1 or no longer listed, using the last known sector.
  • ImprovedOn phones, each class header shows the day's change.
  • FixedB3SA3 (a ticker with a digit in the middle) now shows up in Analysis and has a sector.
  • ImprovedClass summary with each number in its own column, and columns that stay put when expanding or collapsing.
  • ImprovedWith classes collapsed, the header shows only the columns with values.
  • FixedStocks without a sector inherit it from the company's other share class.

Analysis: the most solid REITs

The "Most solid" tab now also covers REITs, with a ruler built for funds. The 0–100 score looks at income paid month by month since 2017, whether net asset value per share was preserved, leverage, vacancy (brick-and-mortar funds only), the units' drop and swings over 10 years, whether FFO covers the distribution, and the management fee. Income is measured against the month's net asset value per share, so splits don't distort it. Today's price is left out of the score and shows alongside, as P/B against the fund's own history. You can filter by segment (paper, brick-and-mortar, hybrid, fund of funds).

  • New"Most solid" for REITs, with a fund-specific ruler.
  • NewP/B against the fund's own history and a segment filter.

Ask your portfolio: the indicators of any asset

"Ask your portfolio" now reads the Analyses sheet of any stock, REIT or ETF on B3, even if you don't hold it. Ask "how are WEGE3's indicators?" and the answer brings health (the 0-100 score, Piotroski, Altman and debt), price (P/E against its own 10-year median and the fair prices), risk and dividends, including announced ones. The numbers show in a card split by health, price, risk and dividends, and you can compare up to three assets in a side-by-side table. On each asset's sheet, the sparkle button opens the question ready to send. It is a reading of the indicators, naming each number's criterion: the AI doesn't say whether it is time to buy or sell, and every evaluation ends with that notice. PRO.

  • NewIndicators of any stock, REIT or ETF on B3 in Ask your portfolio.
  • NewAsk-the-AI button on the asset sheet.
  • ImprovedEvaluation indicators show in a card by block and, when comparing assets, in a side-by-side table.
  • ImprovedREITs and Fiagros in the evaluation with segment, Gordon, book value, capitalized FFO, Sharpe and the asset mix.
  • ImprovedShorter evaluation answer: one paragraph with the reading and the points of attention, and the numbers in the card.

Analysis: the most solid stocks on the exchange

The Analysis screen has a new "Most solid" tab: stocks ordered by a 0–100 score drawn from each company's last 10 years, covering steady profit, balance sheet, stock risk, cash quality and growth. Today's price is not part of the score. It shows alongside, as P/E against the company's own history and the fair-price margin, and the "Solid and well priced" order lists the strong companies from cheapest to priciest. There is also a Solidity × Price map. Each score opens the criteria behind it, and companies that fail the floor are shown with the reason. On the stock page, net debt/EBITDA for companies with debentures was showing higher than the real figure and has been fixed.

  • New"Most solid" tab in Analysis, with the 10-year solidity score.
  • New"Solid and well priced" order and a Solidity × Price map.
  • FixedNet debt/EBITDA on the stock page no longer counts debentures twice.