- your competitive edge| Watchlists that offer so much more… | |
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| Watchlists enable you to exercise a 'discretionary' approach to investing. Unlike the 'strategy' approach that allows you to set specific criterion and apply them against a particular benchmark source, the discretionary style considers companies of interest for varying reasons that you consider are of individual value. To ensure the best opportunities for positive discretionary outcomes, Market Shares takes a different approach to the traditional watchlist template that only displays current share price data. Subscribers can view a option able snapshot of powerful information delivered in the 4 pillar segments of 'Profile', 'Value', 'Risk' and 'Momentum'. Market Shares provides 5 separate watchlists to enable you the flexibility to logically group companies of interest. Each watchlist has a separate navigation tab. The default names are 'Watchlist 1' through to 'Watchlist 5'. Be aware that:
Tip - You may choose to name the tabs whatever you please, but here are some suggestions; 'Value - strong income opportunities', 'Growth - looking for strong gains in share price ', 'Market Darlings - some long term personal favorites', 'Shorts - looking for over bought stocks', 'Positions - currently held'. |
| You can add a company to your watchlist by typing any of the proposed entity's name or code into the selector tool provided (above the data table). Having clicked on the desired comparison, the company will automatically appear in the list. |
| You can delete a company from a watchlist by doing the following:
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| You can clear a watchlist by doing the following:
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| There are four vertical sections within the Watchlist table, Profile, Value, Risk and Momentum (the 4 Pillars) with one compulsory column for each section and many optional. There is a default column display order. This can be changed by either using the drop down triangular icon located on the right side of the table's main heading row, or by using the mouse's right button click option on any of the table's headings to display available column options. These actions will expose the 'Choose Columns' pop up. Mousing over the 4 Pillar descriptions in the pop up will display the inclusion/exclusion options for each area. Currently shown columns have a tick proceeding the column name. Simply click on the column's name to add or remove it. It will immediately respond to your command. Alternately, you can choose to view all columns or return to the default view by clicking on the preferred option in the 'Choose Columns' pop up previously described. The default sorting order is by Company name. A small orange triangular icon will be displayed on the sort ordered column and indicate the sorting order. By clicking on each column header (title), you can sort the entire table by the values of that column. A second click will reverse the sorting order (ascending to descending or descending to ascending). Columns that have alpha values will default their sorting from A to Z. |
| There are a total of seven Profile columns, 'Code' being the required column and the other six optional. Code The ASX code is provided for each company in the comparison list. By clicking on the code name you will be navigated to the respective Profile>Overview screen (the default company view). From there you can view all 15 company perspective screens. By clicking on the mouse's right button you can open the information in a new tab or window. By clicking the column header, you can sort the entire table by the values of that column. A second click will reverse the sorting order (ascending to descending or descending to ascending). Company As with the Company's code, by clicking on the company name you will be navigated to the respective Profile>Overview screen (the default company view). From there you can view all 15 company perspective screens. By clicking on the mouse's right button you can open the information in a new tab or window. By clicking on each column header, you can sort the entire table by the values of that column. A second click will reverse the sorting order (ascending to descending or descending to ascending). Columns that have alpha values will default their sorting from A to Z. Index (Idx field) The Idx field displays the subject company's highest Leading Index(e.g. S&P/ASX100). By clicking on each column header, you can sort the table by the index groupings. Market Cap, ($m) The Market Capitalisation field displays the subject company's capitalisation. By clicking on each column header, you can sort the table by the capitalisation value. The default is descending. Close ($) The subject company's last closing price. By clicking on each column header, you can sort the table by last closing prices. +/- ($) The subject company's comparison from its last closing price to its previous trading day's closing price (expressed as a value). By clicking on each column header, you can sort the table by last closing price value change. +/- (%) The subject company's comparison from its last closing price to its previous trading day's closing price (expressed as a percentage [%]). By clicking on each column header, you can sort the table by last closing price percentage change. |
| There are a total of thirteen Value columns, 'Current PE' being the required column and the other twelve optional. Curr. PE The current Price Earnings ratios. By clicking on each column header, you can sort the table by the P/E ratios. 10 PE Benchmarks. They are:
By clicking on each column header, you can sort the table by the respective P/E ratios. 2 Dividend Yields They are:
By clicking on either column header, you can sort the table by the respective yields. |
| There are a total of two Risk columns. They are:
By clicking on either column header, you can sort the table by the respective fields. |
| There are a total of eighteen Momentum columns. They are:
By clicking on each column header, you can sort the table by the respective fields. |