Support & Training

Providing first-class product support is a priority. We have a dedicated support team and range of educational content aimed at helping you get the very best from SharePad.

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SharePad ShareScope

Technical Support

By Phone
020 7749 8555 (national rate)
8am-6pm, Monday-Friday
By Email
support@sharepad.co.uk
Service
click here for current service status

Training Zone

A series of short, digestible tutorials focusing on getting the best from SharePad.

SharePad basics
Searching for a share How to find shares easily in SharePad. Read
Navigating SharePad A basic guide to finding your way round SharePad. Watch video
Creating multi-window layouts A short guide to creating and customising multi-window layouts. Read
Watch video

Lists
Lists and Settings An overview of List screens and how to create customised layouts. Read
Using columns A guide to adding and editing columns in SharePad. Read
Building Phil Oakley's tables in SharePad A guide to replicating one of Phil Oakley's tables from his popular series of investment articles. Watch video
Technical analysis columns: moving averages NEW Technical analysis columns in SharePad with a focus on filtering moving averages. Watch video
Technical analysis columns: MACD NEW A look at the MACD technical analysis column. Watch video
Technical analysis columns: ATR NEW A look at the Average True Range (ATR) technical analysis column. Watch video

Charting
Basic Chart Design Discover how to customise charts in this introductory guide. Read
Chart Settings How to create bespoke layouts to meet different investing/trading objectives. Read
Drawing lines on charts A guide to drawing and manipulating trend lines in SharePad. Watch video
Moving Averages Learn how to add moving averages to charts, lists and Data Mining filters. Read
Point & Figure charts How to view and customise P&F charts. Read
Darvas Boxes A short guide to Darvas Boxes in SharePad Read

Financial data
SharePad's financial data An overview of the different ways to access financial data in SharePad. Read
Watch video
Using the stock dashboard SharePad's unique stock dashboard highlights a company's strengths and weaknesses - at a glance. Watch video
Using the Carousel SharePad's Carousel walks you through the key financial characteristics of each share in more detail. This video provides a brief introduction. Watch video
Creating custom financial tables How to create customised tables including the financial results and ratios you are interested in. Watch video
Directors' Dealings A handy overview of the Directors' Dealings screen. Read
Financial charts How to use SharePad's Financial Charts feature. Read

Filtering
Basic Filtering Learn how to create your first stock screening filters in SharePad. Watch video
Filtering lists A more advanced look at SharePad's powerful stock screening capabilities. Read
Filtering: Big change, low volume Filter for shares with large price movements but small volumes. Watch video
Filtering: Pullback Filter for shares which have pulled back from a recent high. Watch video
Filtering: Inside day Filter for bars with a lower high and a higher low. Watch video
New filters NEW A review of the new filters added to SharePad library. Read

Portfolios and transactions
Portfolio basics An overview of SharePad's key portfolio functions. Read
Watch video
The Holdings view How to display your share purchases and sales over the lifetime of your portfolio. Read
The Cash view How to show details of all of your cash account credits and debits. Read
The Value on date view How to analyse your portfolio performance over varying time frames. Read
The Tax view A guide to CGT (Capital Gains Tax) and Dividend tax reports. Read
The Portfolio Valuation Chart How to monitor the performance of your portfolios on a chart. Read
Recording Transactions #1:
Buys & Sells
A guide to recording share purchases and sales in SharePad. Read
Recording Transactions #2:
Credits & Debits
An overview of cash accounts. Read
Recording Transactions #3:
Dividends, Scrip Dividends & Returns of Capital
How to automatically and manually add dividends and record scrip dividends and returns of capital. Read
Recording Transactions #4:
Splits & Consolidations
How to amend transactions in light of share splits and consolidations. Read
Transferring ShareScope portfolios to SharePad A short guide to copying your ShareScope portfolios to SharePad. Read
Importing portfolios & transactions How to import Stockopedia and Excel portfolios into SharePad. Read

Other great features
News Getting the most from the News feed in SharePad. Read
Alarms Learn how to create a host of alarms so you can react fast to significant events. Read
Customising the Market Overview Learn how to use the new Market Overview feature and create your own overviews. Read
The Level 2 View A comprehensive guide on using the Level 2 view in SharePad Pro. Read
Outperforming an Index The different ways to discover which shares are outperforming an index or key benchmark. Read

Webinars

Recordings of our live training webinars.

Getting started with SharePad In this hour-long presentation, Support Manager, Phil Tolhurst, guides you through the basics of SharePad - offering an insight into SharePad's intuitive navigation and investor-essential features. Originally broadcast on 15/11/16. Watch video
Technical analysis and filtering in SharePad A guided tour of SharePad's technical analysis tools. Discover how to navigate the chart view; create bespoke layouts for different trading strategies; run stock-screening filters to find key technical patterns; and set alarms so you can act fast when signals occur. Originally broadcast on 22/11/16. Watch video
Filtering (stock screening) in SharePad In this webinar, Phil Tolhurst, explains how to can make the most of SharePad's powerful filtering tool. Originally broadcast on 09/12/16. Watch video