Stockopedia Suggestions

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  1. Add Dividend Total Return Reports to Portfolio Histories

    Received dividends should be credited to the cash holding within the portfolio and should be used in calculating the total return on the stock (and portfolio).

    218 votes
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    9 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add Benchmarks to Portfolio Charts

    Please could you add functionality so that we can compare a custom portfolio against benchmark indices.
    So for example I'd like to see my SIPP performance against the FTSE100 and AIM100. This is currently implemented for screen performance.

    190 votes
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    5 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  3. Automate dividends as transactions to a portfolio

    Please automate the addition of dividends to a portfolio rather than requiring manual entry. It would be a lot less work.

    178 votes
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    started  ·  18 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow Portfolio Groups - to allow an overview of multiple portfolios

    I have multiple broker accounts, so like to have one portfolio on Stockopedia for each broker so that I can compare & reconcile to the broker's portfolio screen on the broker's site. However I would also like to see the overall picture of all the portfolios (without the need to re-enter and maintain a second copy of the same data). This would be possible if I could set up a super-portfolio to which I could add existing portfolios already on Stockopedia, so I had a combined view of the lot.

    152 votes
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    19 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add a Dividend schedule report to Portfolio Analysis pages

    Provide dividend info incl ex and payment dates as an option to the portfolio schedule. For many investors interested in income flow, this would be very welcome.

    Many thanks

    129 votes
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    6 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  6. Let me see & edit my Notes on stocks while viewing Folios

    With an option to show the last entered note or two in folios (lists)

    113 votes
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    11 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  7. Display my Annualised Return in a portfolio

    Display annualised return in a portfolio

    96 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow setting of global stop-losses in Folios

    On the Folio Holdings page it would be helpful to be able to manually input a stop loss or other trigger level

    94 votes
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    7 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add support for unit trust pricing in Folios

    It would be helpful to have at least some level of support for unit trust prices in the portfolio tool. I understand if you couldn't retrieve a wide range of data.
    However other portfolio sites support this, and it is tedious to have to use a different site to track unit trust performance.

    84 votes
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    10 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  10. Provide an income & total return report in portfolios

    Implement promised dividend income and performance tracking in the Portfolio and fantasy portfolio modules.

    77 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Short Interest data to Stock Reports and list of most shorted shares

    Make investors aware of which stocks are being lined up to be shorted

    72 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  12. Please allow me to have more than 10 Portfolios

    Why only 10 Folios ? A better balance would be more Folios and fewer say 50 capacity for each. This way investors can split `live` from `closed` positions.

    60 votes
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    started  ·  11 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  13. Run screens against individual portfolios rather than the whole stockmarket/sector

    You can then have a screen with sell criteria which you can run against your portfolio to decide when to sell. For example, Kirkpatrick suggests selling stocks when their 3 month RS < 52. or when P/S <= 7 or >= 67.
    Alternatively, one might have bought shares with ValueRank and QualityRank > 90 but want to sell when the ValueRank is < 60 for example.
    At the moment one has to create a screen for ValueRank against the whole market and the result is limited to 200 shares.

    60 votes
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    5 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →

    We are planning on building on an entire portfolio management module to the website that incorporates sell rules/notifications according to personalised and standardised criteria. We’ll also be launching a Top Down market timing module that may help in this regard too. We’ll keep you informed as to how this develops.

  14. Create a more advanced Portfolio performance measurement

    As investors we all have the challenge of measuring portfolio performance, annually on-going - accounting for funds added and withdrawn, etc.
    Stockopedia has an excellent record of offering elegant solutions - how about re-looking at this and developing this aspect of your service?

    58 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →

    We are working on a significant portfolio analysis upgrade for the new version of the site currently in development. It includes much improved time weighted return analysis, diversification, driver and discipline scores as well as overall portfolio grades.

    Stay tuned as it should be a great feature. We’ll keep you posted.

  15. Allow manual entry of unlisted stocks in portfolio

    I have a few holdings like Amazon and Google and would really like the facility of adding them to those that are covered by Stockopedia UK so that I can have a complete record of my portfolio instead of a partial record that I have at the moment; of course they would be covered by the rest of the site but there could be a subtotal for covered and uncovered stocks that would give a more meaningful user experience

    57 votes
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    6 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add visual red and green flags in Folios to show shares above and below certain targets

    Add red flags alerts for below purchase prices and green for say 20per above purchase price alongside folio selections.

    54 votes
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    under review  ·  0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ex-dividend indicator

    Provide an indicator that a stock is ex-dividend, especially in the folio screens. Perhaps an asterisk alongside the stock EPIC?

    53 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add totals under columns on folios.

    Either totals (eg total gain/loss today) where more appropriate, averages (eg % change).

    52 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow transfer of stock positions between portfolios

    Allowing Transfers of cash or shares between portfolios would be useful.

    47 votes
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    5 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automate stock splits as transactions in Portfolios

    Automatically adjust for stock splits and (less important) dividend payments

    46 votes
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    planned  ·  0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
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