Released - quicker Folio construction and detailed Analyst Consensus charts

17th Feb '20 by Jack Brumby

25 comments 8452 reads

The team's made a raft of upgrades to the new site over the past couple of weeks. You'll find more options for copying stocks and transactions between portfolios, updated Analyst Consensus charts, and some additional formatting options when it comes to publishing.

Copying stocks and transactions between portfolios has never been easier

You now have more options when it comes to copying stocks and transactions between portfolios.

Click on the "copy" button at the top of your Folio table to quickly copy multiple stocks from one portfolio to another. If you select a single stock and tag "Include Transactions", you can then also transfer this stock's transaction history. Copying transactions will only be available if both portfolio currencies are the same, however. This is to ensure the FX rates are consistent across portfolios.

Save screen space with Ticker hover

This neat addition lets you see the key details for a security by hovering over its stock ticker so you can decide if it's worth investigating further. As a result, you can remove the "Name" column from your tables while keeping the handy stock popover functionality - meaning more screen real estate for you to customise tables as you wish.

More detailed Analyst Consensus charts

You can also see broker estimates in greater detail with the addition of extra gridlines on the Analyst Consensus chart of a company's StockReport.

Before:

After:

A ton of academic research into stock markets backs up the Momentum factor - and one of the simplest ways to gauge a company's earnings momentum is to scroll down to this box to see if brokers have been upgrading or downgrading earnings forecasts for the next one and two years.

Forecasts tend to trend, so check these charts to get a quick impression of a company's prospects.

Greater article formatting options

We have added some extra formatting options that make writing, publishing and reading on Stockopedia more enjoyable. You can separate sections of your article with a horizontal line bar and the presentation of block quotes has been improved.

Feedback

We rely on your feedback for future improvements and, although we already have quite a backlog of exciting feature requests to work through, we do log and discuss the suggestions you give us.

The best way to get your points seen by the right people is to use the "Contact support" function, which is the green speech button on desktop and the "Contact support" option of your profile dropdown menu on phone and tablet.

Nick Ray

17th Feb '20

For me, a key remaining problem is that for screens you can only see 20 screens and only about 20 characters of their names in the screens "menu". I have about 80 screens sorted into folders and with longish names, so the new site is almost unusable for me when creating/editing screens.

For me the big purpose of this site is playing around with screens. After all that is the main way to view the huge mass of data which lurks in stocko's database. So I would really like to see that aspect given first class support in the new site.

Rusty2

Yes I quite agree, I have over 80 screens, on the new system I can only see the first 20. New features are all very well but I want existing old system features on the new system. The screens don’t fit either on the new system, why you have all the headings down the the left hand side I don’t know instead of overhead. All this I mentioned to the team when the new system started,

Seems like any problems now on the old system will not be fixed, just noticed that quite a few shares are missing from the discussion search feature on the old system. Been informed that it won’t be fixed.

Tried screens in new system, says page is broken.

Why is there a big difference in gains between the new and old systems on folios, surely they should be the same?

Bitofathickie

"New features are all very well but I want existing old system features on the new system."

This is the crucial point that stops me moving over. Yes, some new features MAY be useful (better dividend handling, divi calendar for me) but if to access these you have to remove several features that I DEFINITELY use every day then one cannot move without having to hop back regularly (can one?). So why bother.

So the default is to stick with the old system until popular OLD features are replicated, not more NEW features added. (If it ain't broke etc). My 2p.

ambrosia

when you click into a share stockreport which is in one of your folios, theres a handy arrow in the top of the screen that lets you click through all the stocks without needing to keep going back to the folio index.
It would be really handy to have the same arrow when you do a screener, so you can click through all of the shares which come up

not sure i described that very well

Kieranj077

It's great to see all the regular updates to the site :).

In Folio view, it would be great to...

- have the ability to add your own custom fields. For example, target buy price or sell price. This custom field addition would make tracking stocks a lot easier.

- create your own custom table view without having to overwrite other default options

- increase the number of columns (or remove the column limit) so that more data can be displayed in one go.

Cheers

pgs501

18th Feb '20

I love the target buy & sell price idea, that would be great. To further this would there be any chance of creating a rolling stop of "x% below highest price since xx/yy"?

You can already get close to that with the "% vs 52 week High" ratio. You can also use that ratio in an alert so you get an alert if the price falls by more than a certain percentage below its 52w high.

ISAallowance

It's really good that you've now got ticker hover working in the new site, since that is one of the key features that was stopping me switching.

However, the old ticker hover chart had SMA and volume, the new one doesn't. So it's a regression. Why not just re-use the old ticker hover charting code - it was just about perfect! Anyway, SMA and volume on the ticker hover charts please.

And as a small point, in the holdings view, ticker hover works hovering over either the name or the ticker, but in the transactions view it only works hovering over the name, and does not work hovering over the ticker. Should be an easy fix, and since it didn't work in the transactions view at all in the old site that's an improvement (it's particularly useful to be able to quickly see what happened to the price after selling by hovering over a sale transaction).

TStubbs

24th Feb '20

Please can we have a ‘back’ button for navigation on a phone app? It’s ridiculous trying to look through pages and continually having to start the thread again from the home page and chunk through screens to get back to where you were...

dodge1664

it would be nice if revenue and earnings surprise data were available in the stock report

You can use your browser's back button to do this. On Android the lefthand button at the bottom of the screen will do it too.

Neil Williams

On iPhone and iPad, you can go back one page by swiping from the left edge of the screen to the right side of the page.

JASPERTHEDOG

27th Feb '20

Hi, Jack.

Good additions, thanks.

However, I find it annoying that when I format a portfolio based on % gain or loss if I leave that folio and go to another or to SCVR, for instance, when I go back to the portfolio it has reverted to alpabetical listing.

Shares or fast moving sectors get swallowed up in the whole and have to be resorted every time.

Thanks.

RaphaelMC

9th Mar '20

I would suggest two changes :

- an option to exclude cash deposits from the performance calculation, otherwise it distorts the real performance

- the ability to publish folios and a global "high score" board would be interesting

duncs1981

13th Mar '20

I really want the 'export all' feature back on scanner results. It's a pain in the rear to copy 50 at a time.

Second I'd like the advance-decline line over 12 months shown on the dashboard.

Peter171

14th Mar '20

only just seen these improvements, were they notified in an email. If not , it might be a good idea going fwd. Thanks, keep up the excellent work.

Playtime

9th Apr '20

Can I suggest something on the charts. 1) Add 1 hour to 4 hours minimum timeframes. 1 day is just too long. 2) Mac's to remove lines are extremely difficult as we do not have right click. 3) for analysis I would like to see a filter for when stocks go above the Kumo Cloud and below and also one filter function (when there is a golden cross on the Ema 200/50 (cross over). These would both need to be attached to a chart time fame.

Terry Dickens

18th Jun '20

I would like to second that proposal.

AnonymousUser40634

26th Aug '20

100% agree in terms of being able to create custom tables without overwriting the default ones. I've raised this a few times with the devs but I doubt it will ever happen given the insanely slow development cycles with Stocko.