Upgraded Folios - a round of updates to make tracking your investments easier

Wednesday, Sep 11 2019 by
15

Today we’re excited to roll out another round of updates to the new version of the Stockopedia site.

Most of the additions made over the past fortnight are to do with beefing up the Folios - our portfolio & watchlist system - which is packed full of neat features designed to take more of the administrative burden off your hands. What you have now is faster, clearer, and easier to use.

Here’s what’s new:

It’s easier than ever to enter Folio transactions

Portfolios can have hundreds or even thousands of transactions, so we’ve made it easier than ever to add these transactions into your Folio. Now:

  • Entering the number of shares and the total automatically calculates the price per share.
  • Entering the total dividend and the number of shares brings up the dividend per share.

What’s more, relevant transaction inputs now update automatically when you adjust the “total” field or other fields. If you use our portfolio software, these additions should save you quite a lot of time in the years ahead.

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See your cash flows over time with the cumulative cash flow column

One function that should help you keep on top of your cash position is the cumulative cash flow column in the Transactions tab.

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This handy column gives you a better impression of your cash flows over time. These cash flow figures remain constant as of point in time when sorting transactions (e.g. by date) or when filtering transactions.

Improved speed on desktop and laptop

We have tinkered with the Folios layout to reduce the amount of scrolling and speed up the experience for users on laptop and desktop.

The amount of empty space has been reduced, the valuation chart has been made smaller, and we have cut out a lot of white space on the gains table and the cash vs. equity breakdown.

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Other improvements and bug fixes

Here are some additional improvements we have made to the site:

  • You can now see a stock’s full index membership in the Profile Summary of StockReport.

We’ve been out squashing bugs, as well. Here are a few of the notables:

  • Folios - we fixed an issue where the Style Analysis section struggled to load for larger portfolios.
  • Switching between the old and…

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Disclaimer:  

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. The author may own shares in any companies discussed, all opinions are his/her own & are general/impersonal. 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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31 Comments on this Product_update show/hide all

tagware 11th Sep 1 of 31
29

Well for a start. I expect 95% of the Users of the system would want the most recent Transaction at the top of the table and not at the bottom in the Transaction Tab. Which, I currently have to click on the Date field to re-organise it? This is hitting to your server's workload for no good reason. :o(

If you agree with me? Please let Crew at Stockopedia know. This has been a long-time bug as far as I'm aware.  :o)

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Laughton 11th Sep 2 of 31
3

Funnily enough Jack has shown it in the format you (and I) prefer in his example above.

I'd also like the format of the date to be as Jack has it (29/01/2019) rather than 2019-01-29 as shown when I load my Portfolio. How do I do that?

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kennzo2020 11th Sep 3 of 31
6

Any timeline on when we will have a Performance Reporting module which will show the performance of your portfolio net of cashflows and as such will be a better guide of true investment performance?

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herbie47 11th Sep 4 of 31
5

The problem I have with the valuation is it only seems to work if you are fully invested, if you sell a load of shares it looks like your portfolio has fallen considerably, where is the profit going and it says I have no cash when in fact I have a lot. I have sold about 50% of mine so the valuation is showing about -50% which is incorrect. Adding transactions it used to calculate the amount anyway on the old system?

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Nick Ray 11th Sep 5 of 31
1

I still can't upload a CSV of transactions into a folio in the new system (but it works in the old system). Is it just me or is it broken for everyone?

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connorto81 12th Sep 6 of 31
1

Is there anyway you can do a summary to quickly ascertain CGT liabilities on a Tax Year for a full portfolio?

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purpleski 12th Sep 7 of 31
2

Thank you for the post. 

Is there any likelihood of being able to include holdings in funds such as Fundsmith, Castlefield Buffettology etc (as one can in Sharepad) in the future?

I am sure many have some of their funds invested in instruments like this and therefore can not track the true value of the portfolio. 

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Jack Brumby 12th Sep 8 of 31
1

In reply to post #512231

Hi Nick, we're currently resolving an issue with the importer for Windows 10 users - I'll update when it's sorted.

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Melvyngd 12th Sep 9 of 31

I am unable to go to the SIF folio, when you click on it, it appears to open in the Today page with no sign of the SIF folio.

I like to check Rolands folio to see how its doing overall.

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Jack Brumby 12th Sep 10 of 31

In reply to post #512171

Hi Laughton, the Stockopedia default format is 29/01/2019. Is there any chance you could contact us through support with some more details and a screenshot of what you are seeing?

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Jack Brumby 12th Sep 11 of 31

In reply to post #512221

I don't have a timeline for this, Kennzo, but 'Folio Performance Reporting' is a card in the Product Roadmap section (under 'In the Backlog'). If you click the link, you should be able to vote for it as an important feature.

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