Released - Transaction Exports And Increased Table Sizes - Plus A StockReport Webinar | Jack Brumby

9th Oct '19 by Jack Brumby

32 comments 4192 reads

After so much time in development, it's great to see so many subscribers and new trialists exploring the new Stockopedia site. We’ve been receiving some excellent feedback, so thank you for all your views - keep them coming.

First of all, if you haven't already seen it, Ed gave a webinar recently to show subscribers how he personally uses StockReports on the new site - hundreds tuned in but the fact is there's something for everybody in this free two-hour walkthrough. Click on the image below to view it. You can also watch the webinar here on youtube.

In it, Ed demonstrates how you can use the StockReports to conduct forensic fundamental analysis on your stocks in minutes by checking seven key areas: StockRanks, Classifications, Traffic Lights, Red Flags, Screens Passed, Financial History, and Sentiment Trend. Plus, he shows them all off in a handful of examples on different StockReports.

StockReports are the most popular feature on the site. Learning how to make the most of them is time well spent, so grab some popcorn and give it a watch.

See more of your holdings & transactions in a single page

The latest development cycle saw Stockopedia’s engineering team make some important improvements to the Folios section of the site. One of the changes was an alteration to pagination and how lists of stocks are presented in Folios, which are really helpful in terms of navigation. Those of you with larger portfolios will be pleased to learn that you can see longer lists on one page as tables have been increased from 40 lines to 100 lines. That means less clicking and loading and makes it much easier to see your portfolio in one place.

Swiftly show and hide your closed positions

We’ve added a much more visible ‘Settings’ button to the top of Folio pages, which is where you can make adjustments to your Folio set-up. In addition, we’ve added a ‘Show Closed Positions' checkbox to the bottom of Folio tables to save unnecessary clicking. This is exactly where it was in the old Stockopedia site and it means that you can change the view quickly to show or hide any closed positions.

Export your entire transaction history to CSV or…

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dmjram

9th Oct '19

Any update on when the thumbnail charts will be fixed in the new site?
Keep popping across to check but nothing changed since the issue was flagged as yet.

InvestorJohn

Great to see further progress! I know a lot of work is going on behind the scenes even though from a subscriber point of view it seems slow

As quoted above

Posts in Discuss now need either a Topic or a Ticker, so the Discussion area is tidier and more search-friendly.

Does the £TICKER system work yet?

Edward Croft

Mini Chart improvements are scheduled but we have some priorities around the Comments and StockReports to ship first as highest used areas. I’ve personally scoped the chart work and we’ll batch it together. All is coming and a lot more.

pmollycule

The link to the video doesnt seem to be working, takes me to the home screen

Thanks for the update.
Really want to move over after the webinar last week so will be great to have this fixed along with the new features.

Nick Ray

In previous updates we brought back the ability to download your portfolio holdings and screen results. Well, now you can export your portfolio transactions to maintain your portfolio history externally.

I wonder exactly who you think is the target user for the export feature in its current form.

An export in CSV should be easy to read by a spreadsheet program. So why is the price column a jumble of prepended "£" and post-pended "p" which most spreadsheet programs can't cope with and therefore will convert into a character format? (and embedded "," which you might get away with sometimes - but what is the point in a format like CSV intended to be read by programs not humans?)

The minimal requirement should surely be that you can read these exported files back into Stockpedia again, but that definitely does not work:

The "price" column embedded commas confuse it and it loads the wrong data silently. (I think it just ignores the "£" and "p").
The Ticker names are not prepended with exchange info (and the Stocko importer really likes making wild guesses. For example, if I read the NAPS 2019 list back in it associates CCT with a Hong-Kong stock.)
The "deposit" transactions are written out in a way which is not compatible with the (rather eccentric) needs of the "import" tool. (On this one, I'd leave the exporter alone and fix up the importer. But at the very least it would be nice if they could understand each other.)

So I am a bit baffled. You can't easily do any numerical processing with columns which have been forced into a character format. And you can't even use it as a quick backup for use with Stockopedia itself. So what are the intended use cases?

Jack Brumby

Here is the Youtube link: https://www.youtube.com/watch?v=wVDootVGKog

£TICKER is in this development sprint, as well as some really great new discussion features. The community are in for a treat.

You can export csv files and then import them into another program like sharepad for example

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Released - transaction exports and increased table sizes - plus a StockReport Webinar

See more of your holdings & transactions in a single page

Swiftly show and hide your closed positions

Export your entire transaction history to CSV or…

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Jack Brumby

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