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. Postfolio Holdiings Variable Decimal Places makes it difficult to visualise

    Portfolio Holdings Table shows values with variable number of decimal points. this makes it difficult to visually examine a column to determine higher/lower values.

    For eg, suppose I have stocks with the following values for 'Today £':

    +4.56
    +60.7
    +7.71

    then if I visually scan the column then it is not obvious which of my stocks has returned a high value return that day and which haven't - I have to mentally consume the values. If they were right-aligned and all were two decimal places then it would be much easier to read, especially with larger portfolios:

    +4.56
    +60.70
    +7.71

    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. Folio News Navigation

    The navigation on the folio news tab could be improved. A simple change would be to have an arrow so that you can scroll from one story in your feed to the next without having to return to the main tab each time. Another would be to extract the data from the standard reports (e.g. major holdings, directors holdings, directorate changes) and display this in the feed. Both of these enhancements will give a significant time saving to those with larger portfolios, either actual or watch.

    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. WtD, MtD, YtD P&L on personalportfolios

    WtD, MtD and YtD P&L on Folios as per the Guru screens.

    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. Auto-update of Folio Screen etc

    Time and/or date on the My Folio screen would be useful as would an automatic refresh of the screen say every 10 minutes

    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. Risk / reward metric for portfolio

    get a portfolio rank on a risk / reward metric

    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 →
  6. INVESTMENT IDEAS TRACKING INSIDERS , HEDGE FUNDS ,MUTUAL FUNDS, AMC,GURUS

    have some suggestions and features request for your site as we expect for better inevstments below :
    1) add great capabilities and technologies in tracking stocks, mutual funds, and most hedge funds. 2) you can get infos from == Guru stock purchases/sales: All stock trades and portfolio data are taken directly from the investor’s SEC filings, namely Form 13F, in which investors are required to report portfolio holdings within 45 days after the quarter end, and Schedule 13D, which requires investors who own at least 5% of a company to report changes in the holding within 10 days of the…

    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 →
  7. Include NOTES in csv imports

    I like to keep contract IDs and other stuff as notes with my holdings. I can generate much of this automatically in Excel but there is no way of including it in the csv to upload, forcing me to input the data one by one on the web. A PITA!

    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 →
  8. 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 →
  9. Rank Change indicators in Folios

    Rank change indicators in folios

    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 →
  10. Recalculate value when you change the timeframe of the chart in Portfolio Analysis

    In terms of the Portfolio Analysis page, one improvement that would be good in the analysis tab is for the values to be recalculated when you change the timeframe of the chart. e.g. YTD may start from 109 rather than be indexed back to 100.

    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 →
  11. Add line numbers to Folios/Guru rows

    Add row numbers 1,2,3,4 for each of the lines in a Folio (similar to Excel) so when I sort on say Value or Dividend etc. I can quickly see my top 20, top n stocks. Useful when stock picking i.e. i want to make sure I've bought into the top n of a particular Guru etc.

    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 →
  12. 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 →
  13. Include a facility to enable the live sharing of one of your portfolios with another Stockopedia user.

    Include a facility to enable the live sharing of one of your portfolios with another Stockopedia user.

    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 →
  14. Modeling Portfolios

    2 Define a portfolio as “Dummy/Test in” Edit Portfolio” to populate the shares in the defined portfolio with one (1) share each.
    2 In the “Dummy/Test Portfolios to set a common purchase date for all the shares it contains. This would enable the portfolio to be compared with an index covering the same period for benchmarking.

    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 →
  15. Ability to copy a folio exactly as it sits with transactions, everthing.

    - reason to provide current model to test composition changes effects accross porfolio etc etc

    Thanks

    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 →
  16. BUNDLE SUBSCRIPTIONS

    BOLT ON SUBSCRIPTONS

    For example: Country(UK) + 5 US / EU / individual stock subscription bundles. As you add stocks to your portfolio you could also add them to your monthly subscription.

    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 →
  17. Comparison Screen - Charting

    In Folio when comparing a number of stocks in the charting screen, it would be good to also see the blended return of the selected stocks.

    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 →
  18. Drop down menu for shares when adding a transaction

    When adding a transation in the portfolio, include drop down menu of shares already in your portfolio.
    This way it would be easier to manage the transaction, without having two screens open. One with your portfolio, and one for the transactions.

    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 →
  19. add transactions to a position, I can check a box to indicate they are drip/scrip type additions

    A feature I would like, is where I add transactions to a position, I can check a box to indicate they are drip/scrip type additions and so they can be counted as gains really, so a column that indicated gain that addedd in drip shares as free.. the only way you can do that now is to say shares were zero cost..I don't do that.

    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 →
  20. In the portfolio summary, the projected portfolio forward yield.

    AS I will use my protfolio to generate income, I would like In the portfolio summary, the projected portfolio forward yield.

    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 →
  • Don't see your idea?

Feedback and Knowledge Base