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).

I suggest you ...

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  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
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  7. Portfolio improvement suggestion

    add the average cost after minus away the dividend we received in the portfolio. Suggest to benchmark our portfolio with some of the index around the world so that we know how we are doing.

    Suggest to include cost of funds for leverag portfolio so we can get the actual total return minus the interest that are paid.

    11 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  8. add the ability to include funds into portfolios.

    I would like to be able to include fund holdings in portfolios so that the cash balance and value of the portfolio reflected reality. For example my SIPP contains both funds and individual shares so I have a SIPP portfolio but the value does not reflect the fund price. Thanks.

    11 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  11. Portfolios - Add annualised return data

    Simple features as totals for each column, annualised return, total costs vs total value to name a few are VERY key missing parts? Can they be added?

    21 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow pricing of portfolios in currencies other than GBP, USD or EUR.

    We have many mkts for stocks and should be able to track our portfolios in whatever base currency we may choose.

    Stockopedia is sold globally, so all major currencies should be available to track portfolios in.

    11 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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%

    45 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  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
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  19. Create a FolioReport page to analyse my Folio like StockReports

    Add a PortfolioReport page that looks as much like the StockReport page as possible. It could show the Value, Quality and Momentum scores etc for the entire portfolio as a whole - as if it were an individual stock - based on the weighted average of the current portfolio holdings and their respective weights. It would also show the blended PER, sales, margins, div yield, piotroski ratio etc. at the portfolio level. I think it would be extremely interesting to see this sort of analysis.

    43 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    44 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 10 11
  • Don't see your idea?

Feedback and Knowledge Base