Released - Table Exports and Print StockReports

Friday, Aug 23 2019 by

We've had a super response from the community regarding the new version of the Stockopedia site.  Today we've released some highly requested features that were missing and a new area to keep track of the regular improvements we're shipping on a regular basis. Here's the brief:

Table Exports

If you are the kind of investor who likes getting their hands dirty with data, you'll be delighted to know we provide download options for all the fundamental and technical data we publish in tables around the site. We provide the option to export both to the Excel format and as CSVs. CSVs are importable to almost all spreadsheet programs and can be manipulated more easily as they are text files.

This feature is currently available for the data tables in both Folios and for Screens. You can export all positions in a Folio and up to 50 stocks from a Screen. You'll find the Download button at the bottom right of the table on these pages. To get the data you need, make sure you have Customised the Columns in your Table Display first.


NB - Please note we haven't yet extended this feature to your Portfolio Transactions - but this should be available in the next fortnight.

Print Current & Historical StockReports

When you are researching a stock it's extremely helpful to be able to look at the historical statistics. While the default, published web StockReports provide all the very latest information known about a company, it’s also possible to leap back in time and view historical PDF StockReports using our print options.

To view a historical StockReport, simply:

  1. Click the 'PRINT' button towards the top of the StockReport just under the StockRanks.
  2. You'll see a dropdown menu offering historical StockReports on a weekly basis going back in time multiple years.
  3. Click the date you wish to view. The PDF in a new tab in your browser.
  4. You can view, save or print as you wish.


"What's New" Section

When I mentioned we'd be making regular incremental releases, many of you asked for a central place where you could follow the development. We've listened and added a "What's New" area for monitoring Product Updates. We've located this in the "Learn" area in the sidebar. You'll see a new yellow…

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As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested. ?>

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18 Comments on this Product_update show/hide all

Nicowilson 23rd Aug 1 of 18

Great work Ed and team. Well done, and thank you. Not only do I like the improvements, but I also like your release notes. I was fortunate enough to have early exposure to your new site (I was asked to beta test in Autumn 2018) and I continue to be impressed with the changes that you are making. Don't stop!

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dpshares 23rd Aug 2 of 18

Good improvements, and I am increasingly enjoying the new format of the site particularly on my Surface Go [a unique and wondrous device]. One tiny thing I am still missing from the old site - the number in parentheses on the 'notes' button. StockReports are fantastic at displaying so much information on a single page, and being able to see as part of it whether I have visited/made notes on a stock before was very useful. 

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Laughton 23rd Aug 3 of 18

I was one of those asking for ability to download Portfolios in Excel however when I do it (and I've tried several times with different Portfolios) I get a warning saying "Excel found unreadable content in (name of file for portfolio). Do you want to recover the contents of this workbook? If you trust the source of this workbook click YES".

Anyone else having similar problem or anyone know what might be causing it?

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Edward Croft 23rd Aug 4 of 18

In reply to post #507531

If you drop a note to support via the green button from your portfolio page we can investigate the reasons.  It may be there's an edge case not yet caught in the Excel export. 

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Jacky Thaoe 23rd Aug 5 of 18

In reply to post #507531

I get the same warning but when i click Yes, and then click recover it does open ok. 

Only tested on Mac with chrome (Version 76.0.3809.100 (Official Build) (64-bit)

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Edward Croft 23rd Aug 6 of 18

In reply to post #507521

The notes count is on the list - we’ll have this and all the other requests handled as soon as we can.

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aissaenko 23rd Aug 7 of 18

With all new features being able to switch back to the old website seems to be one of the most important features to me. Unfortunately it does not work as claimed. Or am I the only one experiencing this problem and the rest lof users like new version so much, so they don't  even feel a need in going back to the old version?

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herbie47 24th Aug 8 of 18

Works ok for me, I don't use the new system much but I get taken there sometimes if I click on a link. Seems a few others are having the same issue as you.

Have you reported it?

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homoyouni 24th Aug 9 of 18

I wondered where the facility to see directors buys is on the new site - it is on the accounts dropdown on the old site but cant see it on the new ?

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ambrosia 24th Aug 10 of 18

can I make a suggestion of an improvement to stockopedia

can we have a greater selection of things we can select on the charts, I'd like to be able to see market sectors, financial, healthcare etc.
you can get a good picture of how the economy is going by being able to see which sectors are booming and tanking. Also commodities and currency pairs would be brilliant.

I know stocko already has the software, it works great on indexes and equities, although i'm not sure about the market data how obtainable it is

(is there a proper place to post suggestions?)

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Edward Croft 24th Aug 11 of 18

In reply to post #507636

@ambrosia - the best place to mention suggestions is direct to the support team or as a submission on the product roadmap page (in Learn).  We track every request and have built up a large database over time - only some is exposed on the public roadmap.

We do want to add in sector index prices and histories. It’s hard to get good data on this - but we’ve got a few options.

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Silver Moon 24th Aug 12 of 18

The new version is much better and I won't be using the old one again, many thanks for putting in all the effort as it has been worthwhile.

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SMinvest 26th Aug 13 of 18

Awesome! Now i can stop switching between the old and new(albeit much better!) versions and get my analyses done that much quicker.

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imballo 27th Aug 14 of 18

When printing a report the header datas (market cap, ent value and revenue) are shown only in £ pounds even if another currency is set as default (and shown in the web version).

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Mike888 27th Aug 15 of 18

Great, love the transparency of a backlog and committed incremental delivery, very Agile :-)

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jonesj 5th Sep 16 of 18

My ideal data export would be one that includes financial data for companies going back to 2008, or preferably before.  After all, if a company has been around for a long time, I like to see how it performed in the last recession.    If the business has changed, I like to try and figure out what has changed.

I currently do something like the screenshot below, but can cut & paste the recent data, then I have to manually input the older data from a pdf.   The ideal scenario would be to download the whole lot.


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Graham Hacker 6th Sep 17 of 18

In reply to post #507531

same issue for me! 

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turnerpj 9th Sep 18 of 18

As I have said in the past I would desperately like to be able to make a mark / tick /note etc. on a stock in my watchlist which remains but is deletable. I wonder how others feel about installing this as a  feature.?

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