Released - the classic StockReport format is back

4th Nov '19 by Jack Brumby

30 comments 4723 reads

StockReports have always been the most popular feature on Stockopedia for good reason - they are designed to give you everything you need to make effective decisions on shares fast - in one single, easily scannable view.

In our earliest releases of the new site there were a few differences compared to the 'classic' format which the community were quick to point out. In this release we've put a big effort in to improve the layout and data fidelity, which bring the new StockReports up to the 'classic' format standards.

Community engagement continues to be a source of invaluable feedback for the development team. On that note, we'd like to thank Paul Scott for taking to the new site and giving us some excellent pointers on what to look at next. Please do follow his lead, and head over to the new site to check out the latest changes.

Here is what's new:

StockReports look more familiar with fixed widths...

Many in the community will be aware that our StockReports were initially inspired by Company REFS - a fixed width & height format print product. Print format designs gives consistency when your eyes scan the data. We'd initially tried providing a 'responsive' layout which filled the width of the screen, but on larger screens that caused issues. So we've fixed this. We've re-introduced a maximum width - you'll find that StockReports look great on wide screens as they now lock out at a max width of 1250 pixels. This means the StockReport keeps its iconic shape and layout by remaining compact across all displays. If you tend to use larger screens, you'll find the change quite striking.

Quickly see how many 'long' and 'short' GuruScreens a stock qualifies for

The 'Screens passed' widget has been split out so you can immediately identify how many 'long' and 'short' screens a company qualifies for. This means that you don't have to scroll through the different screens to find out if there are any surprises in there.

Get more accurate peer group sets to compare your stocks against

At the bottom of the StockReport you'll find a list of similar companies to the stock you are looking at. This peer group is generated according to your investment universe, making it a great way to find new research opportunities. We're improving our process around this all the time so please do send in your feedback.

Quickly gauge a stock's liquidity

Gauge a stock's certain liquidity at a glance with the Exchange Market Size (EMS) metric. This shows the number of shares market makers are compelled to trade at the price they offer. Although this is only a proxy for liquidity, it gives a valuable indication of the volume you can be certain you can deal at.

Keep track of the notes you've written on a stock

Now you can see how many notes you've created on a stockReport, meaning you can get a quick feel for how much you have written on that company. Making the most of this Notes feature is a great way to keep track of your thought process and jot down potential future lines of analysis.

Get a feel for recent trading with the Financial Brief

You can quickly get up to speed with a concise overview of recent trading by clicking on the 'Financial Brief' section to the bottom of of the Financial Summary of the StockReports - a useful feature for when you are getting to grips with a new stock.

More dividend data and a revamped dividend history page

The income seekers among us will notice that you can now instantly see the dividend payment status and last dividend payment date on a StockReport. This information is found at the top of the 'Dividends' section of the Financial Summary.

When you click through, you'll then be taken to a revamped Dividend History page with a useful chart on the left showing interim and full year dividend payments stretching back over many years. You should find the accompanying dividends column to the right easier to read as well.

Bug fixes

StockReports - the charts that pop up over certain lines in the Financial Summary of a StockReport disappear more quickly once you hover away
StockReports - formatting improvements have been made so releases in the News section of the StockReport have paragraphs and are easier to read
Screens and Folios - the Table Switcher Dropdown Menu has been made taller so you can see all Table Views without scrolling.
Notes - you can now bold and italicise text in Notes
Browse - we have fixed some sorting issues in the Sectors/Industry Group Pages

What's next?

In the next development sprint we're going to add Director's Dealings data into the StockReports of UK-listed companies. This is a fantastic function that gives a great insight into where the 'smart money' is going and will include vital info like the date and type of transaction, the name of the director in question, and the volume and price of the trade.

We're getting to the point where we can focus on some totally new features now. Take a look at the near term Product Roadmap to see what's on the agenda and if you are still using the old site, and if you haven't yet, be sure to switch over to the new site every now and then to keep up to date on how it is progressing.

Edward Croft

4th Nov '19

@Furtim - we're not sure whether we're going to add the Magic Formula as default - the further we get away from the Little Book publication date, the less people know about it so it's been a point of confusion for many. It's also slightly duplicative of the QV Ranks. We've actually built it - but some point we'll be making the StockReports configurable so you'll be able to add this widget into your own designs. No promises on timeframes.

@Laughton - the layout is mostly identical now, but there are a few design differences in terms of styling of headings and components. We're adding more and more functionality as time goes on.

Laughton

It's not really the layout or functionality that's the problem. But I thought that the width being locked at 1250 pixels would make the difference. I don't know how to measure the width of the reports but I'm pretty sure that they are not 1250.

Michael Auton

There is a lot of data in one screen and I feel that the layout is easy on the eye, well sectioned / grouped as needed. Well done on being able to relay all of this information across to the user (not an easy task - I'm in software development myself).

Your release notes are a great example of how to do it right and do it well - we all read "security update" in release notes and wonder what we are actually paying towards or helping support, however, your notes and animations show how the website is moving forward.

Many thanks for the visibility and clarity - we all know Rome was not built in 1 day.

Jack Brumby

5th Nov '19

Thanks Michael, it's great to hear that. Obviously people in the office can see all the hard work that goes into the product every day but if subscribers can't see it then it's a wasted opportunity. It's a bit like that old question 'If a tree falls in a forest and no one is around to hear it, does it make a sound?'

We want to make sure people can hear the trees fall.

Jack - can you explain again about the way the StockReports on a wider desktop monitor should look? I thought I understood what your initial post meant but clearly I didn't.

Terry Dickens

Yes I like it

simoan

This is a shame because the Magic Formula widget is pretty much the first thing I look at when viewing the StockReport of a company I'm not familiar with - it tells you so much with a single glance. By comparison the Altman Z-score is really not of much use and often gives false positives.

All the best, Si

samumk

6th Nov '19

Congratulations to the whole Stockopedia team on having this new site up and working so smoothly. I am aware how much work goes behind this work.

Small suggestion: I would like to see the peer stocks comparison from only those regions that I have subscribed to. Whats the point in comparing a UK stock for eg; to an Indian one in the same industry group? Would be nice if you could do that.

7th Nov '19

Hi Sam, the 'Similar to' box should be generating a more targeted list of companies for you than that. If you are still seeing these results, could you please contact support via the Green Messenger and we'll take a look?

Thanks.

LeeWilliam25

Brilliant work, as always, at Stockopedia - not just on the new site but also for all extra analysis we get. Thank you.

I may have missed the update but it appears I can no longer access the old site?

Although I mainly use the new site now, one key tool I used on the old site was the valuation calculator. I created my own average from the results and this was a key reference point for me. I can see it in the backlog but it appears a lower priority - will I be unable to access the old one in the interim?

8th Nov '19

Lee - is this still an issue for you? If it is we'll be able to help you out if you contact the support team by using the Green Messenger button at the bottom of the screen (on desktop).

indyinvest

Is anyone else having trouble locating the activate button when entering transactions in the Folio section? The button does not show on my screen so it is impossible to enter the transactions - at least I have not yet found a way to do so. I am using a Mac.

JB1971

11th Nov '19

Do you have any plans to allow a user to scroll through the charts (chart view) of a stock in their screens by using arrow keys (next) rather than having to individually open each company and then their chart which is time consuming. My principle screen returns around 140 stocks at present. As a technical trader I look at the chart before considering the fundamentals.

12th Nov '19

Hi Jack,

Thanks for getting back to me. I'm somehow back on the old site now, perhaps one of your team switched me? Anyway that's fine, I can use the valuation tool again for the time being and I'll speak to support when I want to move back to new.

Regards,
Lee

Lion Tamer

Many thanks for the updates, really impressive progress!

I'm mostly on the new site now but still have the default set to the old site for all the functions I occasionally use that are not yet migrated to the new site. One of these, relevant to this discussion, is the ability to view the whole Stockreport on mobile, in the same format, with all the data such as Market Cap, EMS, etc, using pinch & zoom to make is usable on the small screen. At the moment a lot of data is missing and the format is not the same as desktop, making it harder to find things. I realise not everyone wants the whole Stockreport on mobile, but for those of us that do would it not be possible to have the option?

Many thanks for all the ongoing work.

AnonymousUser318975

13th Nov '19

With you all the way Simoan.

I love the Magic Formula score. If it goes, I guess so will I.

Don't get me wrong, I love Stocko to bits. I really do. Best thing since sliced bread.

But since the launch of the new site, Stocko seams to have completely lost the plot. What was a blisteringly fast site is now much slower. And the new site layout is just awful. I keep switching to it, but I just can't stand it and soon switch back. It is obvious it is designed by someone with eye candy in mind and not a lot else.

It has all just broken so much of the pure excellence that Stocko has (had).

The ironic thing for me, is that I was really looking forward to Stocko bringing out a mobile app. In fact, I have waited patiently for a long long long time for it. But they have chosen to dismiss the app route and go down the mobile friendly web site route. By no means anywhere near the same thing.

Alas, like so many companies these days. They don't seam to care too much about existing customers, just happy to replace them with new ones via some special deal and some bling and glitz.

Fair enough. Ed's business, up to him which direction he takes it in. And I wish him the best of luck.

Just perhaps looking like it isn't going to be one for me.

Bit gutted really.

martinji

1st Jan '20

Coming late to the discussion (apologies for bumping an old thread) as I was unsubscribed from Stocko for a while, during which the new site launch happened. I was disappointed when I re-joined to find that the Magic Formula score was no longer on the stockreports. Like Simoan says, for me it's one of the first things I look at. So please consider this another vote to add it back.

OTOH I'm delighted to hear that configurable StockReports is on the horizon. That would be great, especially if we can choose the metrics shown as well as the modules.

Other than this, as someone that does access via mobile a lot, I like what I've seen of the new site so far.

David Alan Parsons

4th Dec '20

trying to enter my portfolio. seems very difficult to work out how to do it

Rusty2

This may help you: https://www.youtube.com/watch?v=8yO0iSBZRKo&ab_channel=Stockopedia

If not let us know.

Are you putting the shares in individually or trying to import them?