Stockopedia Suggestions

What new features or improvements should we add to Stockopedia? Let us know your feedback below (please note: to report a bug / data issue, please create a ticket using the “Contact Support” link on the right instead).

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  1. Column for user to enter target and stop loss targets in holdings section of portfolio

    Column for user to enter target and stop loss target in holdings section of portfolio

    1 vote
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      0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
    • At DAYS HELD in portfolio view

      At ability to show no of days each stock has been held - with different capital gains rates applying for short & long-term gains/losses this is an important factor in timing

      1 vote
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        0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
      • 1 vote
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          0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
        • Allow for adding the same transaction to many portfolios

          When you want to track brokerage accounts as well as strategies (e.g. based on a screen or QVM factors) you need to add the same transaction to many portfolios. It would be great if it was possible to define a transaction and tick the portfolios which should be updated with this transaction. This would allow for updating several portfolios at once without manually re-entering the same transaction.

          1 vote
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            0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
          • Screen Checklist in Portfolio

            I use standard and custom screens to find shares, but most of the time I use the screens as checklists for potential or existing holdings. But these aren't available in the portfolio tables.

            The screens are one of the key things that Stockopedia has, I use it a lot. But without the screen/checklist being available in a portfolio it means individually selecting shares and using the checklist to see if they still qualify.

            We really need the ability to add the checklist result as a column in a portfolio table - it will then be quickly accessible and easily seen.…

            3 votes
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              0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
            • Portfolio profit target and exit %

              I would like the ability to set percentage / value targets for profit, stop-loss etc. and then monitor and measure performance in my portfolio screen.

              4 votes
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                0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
              • Alerts for entire folio

                I would like to have a portfolio wide alrert like alert me
                1. If any stock in portfolio falls below 50 day DMA
                2. Alert me if any stock in the folio is 10 % belwo the 52 week high.
                etc.

                3 votes
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                  0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                • Provide multiple currency cash accounts in Portfolios

                  I have cash and dividends in 4 currencies it is so good to have all my investments in one database the separate currencies would make it perfect!

                  8 votes
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                    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                  • Combined Portfolio summaries

                    The ability to summarise gains across several folios. I have three folios which are active and would like a daily summary of the overall performance of the combined three folios.-v- FTSE performance.

                    29 votes
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                      0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                    • Show total portfolio gain/loss as a percentage

                      Users should be able to see their portfolio's gain/loss as a percentage form, over various time periods - for example:

                      1 month performance = w%
                      6 months performance = x%
                      1 year performance = y%
                      YTD = z%
                      Annualised performance = zx%

                      44 votes
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                        0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                      • Show Shorts on Bubble Chart

                        Short positions:
                        Currently in Folio short positions (expressed by negative portfolio position) do not appear on the bubble chart - would be useful to have an option to include your shorts in the bubble charts on folio

                        11 votes
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                          0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                        • When entering "Add transaction" display the current holding

                          On add/subtract holding transaction show current holding of that share in that portfolio.

                          Purpose: Help to minimise errors, when entering transactions.

                          16 votes
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                            1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                          • Users should be able to see the international exposure of their portfolio

                            The portfolio analytics tools should have graphs, charts, or other visual aids which enable users to see their international exposure in terms of: a) number of stocks from a given market; b) proportion of sales generated from a given region.

                            22 votes
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                              0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                            • Better Portfolio Performance Reporting

                              More detailed portfolio performance reporting. So that investors can keep track of weekly/monthly and then year-on-year/annualized performance on their investments & portfolios (i.e. Year one annualized performance is.... Year two annualized performance is... and so on). Think it would be useful if this included risk-adjusted metrics that give an indication of how well an investor's stock picking skills have been by displaying the level of risk taken on in relation to the return generated for each stock, and on an overall portfolio level. Things like VaR (Value at Risk) spring to mind.

                              43 votes
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                                0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                              • Make Fantasy Funds more of a feature

                                It would be great for the community of this site if Fantasy portfolios were more of a feature. You could publish a top 10 performing fantasy fund on the front page excluding guru screens and those that are less than 6 months old.
                                Maybe promote funds that do well, interview the subscribers who created them, have a more competitive nature to them or some kudos for doing well.
                                Fantasy funds are a great feature but they are under promoted and so over looked as a vehicle for subscriber engagement. Some sites like eToro are heavily community based for this engagement…

                                3 votes
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                                  0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                                • Allow the portfolio tool to account for share distributions

                                  The portfolio has no share distribution option. Would be great to have this along with the buy, sell, and split/consolidation options. Also, would be great if the portfolio updated automatically for splits/consolidations/distributions where appropriate.

                                  12 votes
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                                    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Allow to add Portfolio leverage

                                    Hi - just one benefit for me would be in regard to the portfolio viewer; I use an element of leverage with my broker depending on the margin allowed against each company. This would be a good feature to allow visibility of the current leverage in use.

                                    Regards
                                    Gary Packer

                                    6 votes
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                                      0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                                    • I really need a dumb cash line that I can add to my portfolio. I don't use the cash feature but I track my cash balance separately and so ne

                                      I really need a dumb cash line that I can add to my portfolio. I don't use the cash feature in portfolio as I track my cash balance separately and so I don't want to set up within the portfolio. I would have thought this is an easy add? Thanks

                                      1 vote
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                                        0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Ability to choose NOK as portfolio currency

                                        Ability to choose NOK as portfolio currency

                                        1 vote
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                                          0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Live prices

                                          Live prices and possibly level 2.
                                          I'm sure that this would attract current ADVFN and LSE subscribers.

                                          3 votes
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