Whenever you are looking at a list of stocks in Stockopedia - on a folio, screen, index or sector - at the top of the table you’ll find what we call the View Bar. At the top right of the view bar you’ll see a set of 4 grey clickable buttons:
Each of these buttons lets you visualise the stocks in the list in a range of different ways. From left to right the buttons allow you to view your stocks…
- As a list in a table
- As a brief readable snapshot of each stock
- As a set of charts across different timeframes
- As a set of bubbles on our renowned ‘bubble charts’
Let’s go into each in a little more detail:
In general, tables are the default way you view stocks on any page on the site. This set of tables is ‘yours’ wherever you go and with just a few clicks you can customise them to show the information that you want. You can find out how to do that in Customising Tables.
To make things simple we’ve preset eight tables with the information that we think is most useful. You can click the tabs in the view bar to access any of these tables and access a wealth of information. The data in each table is summarised as follows:
- Quotes- This gives you the intraday price, price changes and trading volume information of the stocks on the list.
- Ranks- This gives details of how each stock ranks against many of the popular Stockopedia StockRanks including Quality, Value, Momentum and Growth Ranks. This view also gives basic P/E, Yield, EPS and DPS data.
- Value - This shows you how each company on the list rates against a range of the most common valuation ratios like the P/E ratio, P/B ratio, P/Sales ratio and more advanced Enterprise Value measures.
- Growth - This gives many of the more popular earnings and sales growth measures on a historic and forecast basis for every stock in the list as well as some compounded multi-year measures.
- Quality - This tab changes the view of the table to show how each company rates against profitability metrics like the return on capital, return on equity and margins, and more advanced metrics like the Piotroski F-, Altman Z- and the Beneish M-Scores.
- Income - This shows stock current, forecast and 5 year average yields, as well as dividend cover and relevant information about the dividend growth persistence in recent years.
- Momentum - This table illustrates how each stock is performing on an absolute basis as well as relative to the market across different timeframes. Proximity to various moving averages and 52-week high prices are also given.
- Holdings - When viewing a list of stocks in a Folio, the Holdings tab is the default view. It allows you to quickly see the position valuation, gain and movements at any time. This view is meaningless in other contexts.
Again, you can customise any of these tables using the Table Editor which you can explore further in Customising Tables.
Clicking the second button in the view bar activates the Snapshot View.
The Snapshot View shows more detailed information about each company in a much broader horizontal row. A lot of subscribers find this a quick way to get a sense of companies that they might know nothing about. Included in the view is:
- a description of the company with details about its sector, size and price.
- a set of fundamental data, including various StockRanks and key ratios.
- a small stock price chart with various tabbed timeframes.
Clicking the third button in the view bar activates the Chart View.
This illustrates every security in the list as a series of share price charts in a grid on the web page - allowing a super fast way to quickly assess which shares are trending upwards or consolidating in a price range. In the Chart View you’ll see some options to switch the time view of the charts between 1 week, 1 and 6 months and 1, 3 and 10 years.
You can click the links provided to open these small charts in the main Technical Analysis charting portal.
Clicking the fourth button in the view bar activates the highly popular Bubble View analysis.
Clicking the Bubble Chart View offers a simple way of seeing how the companies in the list compare based on the Quality, Value and Momentum factors that together make up Stockopedia’s StockRanks.
Each bubble chart compares two different factors. Using the subsidiary links you can switch between viewing on each axis:
- Quality Vs Value
- Value Vs Momentum
- Quality Vs Momentum
You can hover over any bubble to see the name of the company in question, and if you are on a Folio page the size of the bubble will represent the size of the holding - with larger companies having larger bubbles. The Bubble Chart View also shows the StockRank of each company in descending order down the right-hand side of the page.
For a more detailed explanation of how to interpret the bubble charts please see the following Bubbles article here.
If you have your own preferred way of viewing lots of stocks all at once please do let us know. We will be adding more and more data views as time goes by, from heat maps to quote streams. Please send all your ideas to us using the Green Support Messenger to the right of the site.