Released - director dealings plus access to all our ebooks and videos

18th Nov '19 by Jack Brumby

28 comments 4857 reads

This past sprint has seen the addition of Director Dealings to StockReports.

It's the first half of a push for greater coverage of company management and major shareholders. The work we're doing now should allow you to form a better picture of what the people closest to a company are doing with their shares.

As part of this, we're looking to bring out some totally new features that will be great additions to the StockReport.

Here is what's new:

Keep track of Insider activity with the Director Dealings tab

You can now keep track of director trades by clicking on the 'Directors dealings' tab at the bottom of the Accounts dropdown menu of the StockReport.

On this page you'll find all director deals in a company stretching as far back as 2009, but for now we only publish this data for UK-listed stocks.

Keeping on top of these dealings is an important due diligence step for many investors. It can be reassuring to know that management has 'skin in the game'. Additionally, large buys or sells from directors can send a powerful signal to the stock market, but the news can take a while to filter out to the market.

Catching this signal early puts you in a much better position to capitalise on the news.

For any trade, you can see the date of transaction, the name of the insider in question, the type of transaction, the volume, price and value of the trade, and the percentage ownership of the insider.

Read our books and watch our videos

You can read up on the value of Director's Dealings as a signal in our Smart Money Playbook.

In fact, you can now read all of our ebooks and access all of Stockopedia's webinars and tutorials from the Learn section.

Other Improvements and bug fixes

We have addressed some text layout issues for users on Firefox.
Fixes have been made to the portfolio importing process.

What's next

The next sprint should see a continuation of this work into company ownership and director dealings. Greater visibility on these areas will be a valuable addition to the StockReports.

Check the near term Product Roadmap to see what's coming up next. For the first time, we are looking at bringing in some totally new features. If you still haven't checked out the new site, do go take a look now. It's where all future improvements will be made, and most users that make the shift decide to stay.

Parsley

18th Nov '19

Great update - fed up having to look at Directors Dealings on other platforms.

Discussions Tab

I am often clicking the discussions tab in the hope that there is something to read only to be disappointed by the wait for the tab to load and getting either no comments or ancient comments. E.g. HSBC - one would expect, being one of the UK's biggest companies some recent discussion, but there is not. So in the end I don't bother clicking the tab on any shares as I am fed up with the disappointment. I can't be the only user who experiences this.

Can I suggest that you have a flag on the discussions tab to show that there are actually some recent discussions. Then more people will probably click and engage.

Thanks

Edward Croft

@Daniel - we're trying to find a reliable source for international director's dealings. It's a work in progress.

Best place for directors dealings and large share holdings that I have found is still Sharecast website https://www.sharecast.com/equi...

Christobell63

21st Nov '19

Content is excellent but formatting is rubbish. Too much scrolling required, screen space is not used fully there is a 20mm margin either side sometimes. It would be a great improvement if this was addressed, content is more important than a trendy look. The new company reports are very good.

Random13

24th Nov '19

As a feature request improving the quality of the RNS feeds on the app.

VOX app is a great example of this with the RNS format in a very easy to read and access format. I find the UI of your app too fiddly to to make it useful when catching up on morning RNS on the train.

Please have a look at the VOX UI and see if yours can be improved.

thanks

uktraderdiary

25th Nov '19

And being able to highlight keywords different colours like you can in ADVFN... makes reading RNS SOOOOooo much quicker. Although I've made a chrome extension to do it so happy in the short term. Anyone else interested in it, give me a shout.

Jack Brumby

Thanks for the feedback Parsley, I've logged your Discuss suggestion

I've forwarded these RNS comments to the design team

Lizzy222

All directors are not equal in buying shares, you need to highlight key players who are buying such as CEO, chairman and finance directors . They should have their titles and highlighted

valuejagers

27th Nov '19

Can i screen on insider buying?

Lion Tamer

28th Nov '19

Thanks Jack & the rest of the team, another fantastic addition to the tools available.

One of the issues I'm having is the constant switching from old site URL (www) to new site URL (app) to get both the new features and the missing features only available on the old site. It would be marvellous if the team could finish the porting of these old site features to the new site so I could see everything in one place.

Here are the three examples of this that I know about:

Magic Formula Score
The "Add to portfolio" feature that indicates if a share is already in a folio (as I can never remember which folio contains which holding)
Missing data in mobile view, such as market cap in the header, (although other issues make mobile less effective than desktop, but to stay "on topic" I'm limiting this feedback to the Stockreports)

As ever, many thanks for all the work you guys are doing.

29th Nov '19

We do want to build this feature one day but for now this is not possible

TB_Investor

Would be good if Stocko also held the Major Shareholdings info also.

Ben Hobson

Hi - we're working on major shareholdings at the moment. No guarantees on timing, but it's looking promising.

Ben

Fantastic Ben, look forward to using when it comes available

3rd Dec '19

Hi LT,

We're not sure whether we're going to add the Magic Formula as default - we're finding less people know about as time goes on and it's also similar in spirit to the QV Ranks. It has been built - in the long run, we want to make the StockReports configurable so you'll be able to add this widget into your own designs (but no promises on timeframes).
Add to PF - this would help, I have added the suggestion
Data in mobile view - you should be able to see the market cap on the mobile view of a StockReport. Re. missing date, this was a conscious design choice to enhance clarity on smaller screens. If you feel like this is an issue I can feed it back to the team though.

4th Dec '19

Thanks for the reply Jack

Magic Formula - Shame about dropping Magic Formula. I like the principles behind having a good earnings yield and return on capital, albeit as part of a wider investing process rather than as a stand alone filter. I didn't realise space within the PC version of the Stockreport was a such a premium.
Data in mobile view - Sorry, typo. I intended to type enterprise value rather than market cap. It may be in the mobile view somewhere, and that it is the different layout that is is confusing me. Indeed there are several things in the mobile view I've not found yet (I admit I've not use it much). I'll have to take another look sometime but so far I've not located a few sections such as other ratios , the various financial summary sections (although I've found the links to the full accounts), and I suspect other sections too. I guess on mobile I kinda like the old site view of the full Stockreport, with the same familiar layout as I get on the PC. On the old site view of the full Stockreport I can pinch and zoom into the box that interests me (BTW, I have "desktop view" set as my default browsing mode in the browser on my phone).

I continue to look forward to further developments as they are ready, you guys are doing great stuff, thanks.

17th Dec '19

Yes, a great deal of thought goes into the design of the StockReport. As the first port of call for thousands of investors, it's hard to keep everyone happy without overloading the page and making it feel too busy... The instinct is to build lots of great features and include them all, but in practice the page quickly becomes too noisy for most users and its utility falls... It's an interesting challenge for a designer.

Re. EV - in much the same vein, certain things have been taken out of the mobile view in order to avoid smaller screens feeling cluttered. I can relay your preference for a full SR view that you can zoom in and out of, though.

Silver Moon

The latest rash of modifications is very neat, Stocko just gets better and better.

OverSharing

9th Feb '20

Hi, I'd be interested in that if you're willing to share? I use a macro someone kindly wrote in word so I have to transfer the financial statement (or whatever it is) into a word doc I have ready and then run the macro on it. An extension sounds like it might be a bit quicker and less faffy?

Released - director dealings plus access to all our ebooks and videos

Keep track of Insider activity with the Director Dealings tab

Read our books and watch our videos

Other Improvements and bug fixes

What's next

Recent Updates

28 comments