Site Upgrades: Portfolios, Alerts and Extended Coverage

Thursday, Sep 06 2012 by
Site Upgrades Portfolios Alerts and Extended Coverage

We are dedicated here at Stockopedia to creating the kind of tools that our subscribers need to make better decisions in the markets. But in our dedication to generate the best toolkit for smart investors to discover and analyse stocks we had to put our portfolio ambitions on hold… until now!

We've always supported the ability to create watchlists of stocks and add some simple holdings size and cost prices to the lists, but serious investors need serious tools. Today's release is just the first step along the journey to what we hope will be the best portfolio management system on the planet. Not only that but we've extended coverage and released a new alerts system… here are a few feature highlights from last night's release (sign up here for a free 2 week trial):

Portfolio Base Currencies

We have added support for multiple portfolio currencies. At the moment we are providing GBP, EUR and USD currency support but can add more on request. This sets the reporting currency for your portfolio and all gains/losses will be reported in this currency.

Transaction support

We've added the ability to log all your portfolio history - with transactions in whatever trade currency they were traded in. Many London traded securities are priced in Euros, Dollars, even Norwegian Kroner - so this is an essential feature. The portfolio overview page provides an aggregated view of all the positions in your portfolio.

Withdrawal/Deposit Support

If you run your own dealing account, have an ISA or SIPP you'll always have a cash balance unless you are fully invested. We are pleased to announce that we now provide the ability to log cash deposits and withdrawals to generate a more complete portfolio valuation.

Allocation analysis

For sure many sites provide a pie chart showing your sector allocation - but frankly that's not very helpful. Our allocation report shows you exactly which sectors you are overweighting versus the market, which stocks are below or above target allocations so that you can find your blind spots fast.

Ratios and Analytics

Ever wanted to know what your overall portfolio P/E ratio is vs the market, or even what the overall financial risk is? We have taken the first step towards this goal with a new Analytics page that tracks all our most popular financial analysis apps on the portfolio level (F-scores, Z-scores etc) as well as the key ratios investors need to…

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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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5 Comments on this Article show/hide all

Edward Croft 7th Sep '12 1 of 5

We've also just added an initial private notes feature - this has been heavily requested by subscribers. You can add notes to stocks by clicking the 'notes' button on any Stock Report.

We'll soon be adding the ability to view these notes directly from watchlists and portfolios as well as adding a general notes landing page.  Keep the ideas coming.

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Bernard Krofchak 8th Sep '12 2 of 5

I will need to study this when I have time. I do not object to improvement but I like to see prospects of success before putting my money in.
It is well established that changeing frequently causes loss compared with holding on to good companies, and now I have become wary and weary of advisors.

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t3ole 13th Sep '12 3 of 5

The majority of my stocks are either traded in Canada or the USA so it seems to me that I will not benefit from a system like this (however good it is) until it covers all the exchanges in which I have holdings. If Stockopedia could cater for all my holdings then I would not hesitate to subscribe.

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Edward Croft 13th Sep '12 4 of 5

In reply to post #68084

Hi t3ole,

I'm sure there are many investors with a similar portfolio to you and I'm sorry we can't cover them yet. We are extending our data coverage to be completely pan-European before the end of this year and aim to add in either North American or Asian stocks next year.

Frankly, I'm not willing to stop till we've got the whole globe's securities on this website. Anyone can execute trades on any exchange these days... but there's nowhere you can get the kind of analysis and screening we specialise in for all those exchanges unless you have institutional tools. We'll get there soon enough.

Hope that helps

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Rob McBride 21st Oct '14 5 of 5

Thanks for the update. For me, having these visible on the Watchlist / Folio table view is critical. e.g. So I can put comments such as Buy at 130 and immediately compare this to the price across all stocks.

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About Edward Croft

Edward Croft


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