Powerful filtering

Filtering enables you to find shares, or other instruments, which have attractive characteristics - such as low valuations, consistent profit growth or generous dividends. When applied to shares it is also called stock screening. Filtering enables you to search the stock market, or other universes, in minutes. You simply wouldn't be able to do this amount of research manually.

SharePad's ability to filter the stock market for shares that meet specific criteria is second to none. Not only that, you can also filter funds, investment trusts and ETFs to find those with the best performance and the lowest fee.

Visually I was impressed by the filtering tool...and the quantity and depth of fundamental data on offer is very impressive. As well as the ratios and data items you'd expect, SharePad also offers many more esoteric, but extremely useful, fundamentals.

Algy Hall, Investors Chronicle

Filtering can be used for simple purposes, such as finding high yield shares with low valuations, or for evolving strategies to uncover exciting opportunities before the majority of the market.

Here are the key features of SharePad's filtering:

  • Broad coverage: As standard, SharePad includes in-depth results and ratios for all UK and US shares as wells as funds, Investment trusts, ETFs and bonds.
  • Experiment: Create as many filters as you like and these will automatically display the latest results whenever you look at them.
  • Total control: You can apply a virtually unlimited combination of criteria.
  • Deep history: Filter on up to ten years of data e.g. annualised EPS growth of at least 10% for ten years (underlying data goes back as far as 1992).
  • Sophisticated criteria: e.g. Forecast PE lower than 5y average PE.
  • Ranking criteria: e.g. shares with above average operating margin in their sub-sector
  • Technical criteria: moving average crosses, MACD & RSI signals
  • Guru filters: A library of "guru" filters which mimic the strategies of famous investors like Warren Buffett, Ben Graham, Jim Slater, Martin Zweig and Peter Lynch.

SharePad is a product that should meet, and will probably far exceed, the requirements of most private investors

Algy Hall, Investors Chronicle

Here's an example filter designed to find companies that could be the dividend stars of the future.

The criteria used are:

  • Dividend yield between 1 and 3%
  • Forecast yield between 1 and 3%
  • Dividend has been increased for three years or more
  • Forecast dividend is increased
  • Forecast dividend cover is 2 or greater
  • Forecast PE is lower than the 5y average PE
  • Forecast PE is lower than average for the sector
  • Forecast EPS is increased
  • Operating margin has increased by at least 5% over the last 3 years
  • Interest cover is 2 or greater
  • Price to NAV is lower than average for the sector

SharePad or ShareScope?
Which is best for you?

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Access online anywhere Yes Yes    
Compatibility Tablet, Mac, PC Tablet, Mac, PC Windows PC Windows PC
Format Multi-window
(split-screen on tablet)
Multi-window
(split-screen on tablet)
Multi-window Multi-window
Price updates* Delayed Live Delayed Live
News updates** Yes Yes Yes Yes
Stock analysis 5 5 3 3
Fund analysis 5 5 3 3
Charting & TA 4 4 5 5
Stock-screening 5 5 3 3
Technical filtering 4 4 5 5
Alerts 4 4 5 5
Portfolio management Yes Yes Yes Yes
ShareScript language     Yes Yes
Telephone & email support 5 5 5 5
* Daily means after market close (e.g. 6pm UK); Delayed means all prices update continuously, but lag 15 minutes behind Live data.
** See 'News updates' section below for more detail on types of news available.

 

Price updates

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
LSE Level 1DelayedLiveDelayedLive
LSE Level 2 LiveLive (add-on)Live
US stock marketsDelayedLiveDelayed NasdaqLive
European stocks (CBOE Europe)DelayedDelayedDelayedDelayed
Canadian stock marketsDelayedDelayed  
Global indicesDelayed * Live * Delayed * Live *
Foreign exchangeDelayedLiveDelayedLive
CryptocurrenciesLiveLiveDailyDaily
S&P Index futuresDelayedDelayedDelayedDelayed
Commodity futuresDailyDailyDailyDaily
Covered warrantsDelayedLiveDelayedLive
FundsDailyDailyDailyDaily
Investment trustsDelayedLiveDelayedLive
Exchange traded funds (ETFs)DelayedLiveDelayedLive
GiltsDailyDailyDelayedLive
Corporate bondsDelayedLiveDelayedLive
Economic dataDailyDailyDailyDaily
* Some global indices are daily or delayed.

 

News updates

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Alliance NewsLiveLiveLiveLive
Alliance News flash headlines Live Live
RNSLiveLiveLiveLive

 

Charts

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Price chartsYesYesYesYes
Intraday price chartsYesYesYesYes
Trade data  YesYes
Technical analysis4455
Annotate chartsYesYesYesYes
Custom analytics  with ShareScriptwith ShareScript

 

Filtering

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
By fundamentalsYesYesYesYes
By technicalsYesYesYesYes
By sector rankingYesYesYesYes
Custom calculationsYesYesWith ShareScriptWith ShareScript
"Guru" filtersYesYesYesYes
Phil Oakley filtersYesYes  

 

Portfolio Management

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Multiple portfoliosYesYesYesYes
Group portfoliosYesYesYesYes
Portfolio currencySingleSingleMultiMulti
Record transactionsYesYesYesYes
Cash account(s)YesYesYesYes
Portfolio chartYesYesYesYes
CGT managementYesYesYesYes
Dividend reportsYesYesYesYes

 

Investor tools

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Target price calculatorYesYes  
Earnings power value (EPV)YesYes  
Dividend-based valuationYesYes  
Discounted cash flow valuationYesYes  
Share buybacksYesYes  
Lease-adjusted ratiosYesYes  

 

Alarms

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Individual stock alarmsYesYesYesYes
List alarms  YesYes
Email alertsYesYesYesYes
Price change alarmsYesYesYesYes
Line alarmsYesYesYesYes
Stop loss/gain alarmsYesYesYesYes
News alarmsYesYesYesYes
Price growth alarmsYesYes  
Director buy/sell alarmsYesYesYesYes
Dividend alarmsYesYes  
Dividend forecast alarmsYesYes  
Profit forecast alarmsYesYes  
Broker consensus alarmsYesYes  
Technical alarmsYesYesYesYes
Unscheduled auction alarm YesYesYes
Custom alarms  With ShareScriptWith ShareScript

 

Import/Export data

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Export tablesYesYesYesYes
Export chartsYesYesYesYes
Export price seriesYesYesYesYes
DDE links  YesYes
Export trade data  YesYes
Import data  YesYes

 

Chart types (historical)

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Close LineYesYesYesYes
OHLC barsYesYesYesYes
CandlestickYesYesYesYes
Candlestick patternsYesYesYesYes
3-Line break  YesYes
Heikin-AshiYesYesYesYes
HL bars  YesYes
HLC bars  YesYes
Ichimoku chartsYesYesYesYes
Kagi  YesYes
Parabolic SARYesYesYesYes
Pivot pointsYesYesYesYes
Point & figureYesYesYesYes
Price/Donchian channelsYesYesYesYes
Renko  YesYes
Stop-loss/Stop-gainYesYesYesYes
Swing charts  YesYes
Zigzag charts/linesYesYesYesYes

 

Chart types (intraday)

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Mid lineYesYesYesYes
Close lineYesYesYesYes
CandlestickYesYesYesYes
3-Line break  YesYes
Heikin-AshiYesYesYesYes
Kagi  YesYes
OHLCYesYesYesYes
Pivot pointsYesYesYesYes
Point & figureYesYesYesYes
Price/Donchian channelsYesYesYesYes
Range  YesYes
Renko  YesYes
Stop loss/gainYesYesYesYes
Trade dots/line  YesYes

 

Moving averages

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Simple moving averageYesYesYesYes
Exponential moving averageYesYesYesYes
Weighted moving averageYesYesYesYes
Triangular moving averageYesYesYesYes
Variable moving average (VHF)YesYesYesYes
Variable moving average (CMO)YesYesYesYes
VIDYA moving averageYesYesYesYes
Bollinger bandsYesYesYesYes
Envelopes (Trading bands)YesYesYesYes
Keltner channelsYesYesYesYes
Ribbons  YesYes
STARC bandsYesYesYesYes

 

Indicators (historical)

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Accumulation/distributionYesYesYesYes
Accumulation swing index  YesYes
Adaptive stochastic oscillatorYesYesYesYes
AroonYesYesYesYes
Average true range (ATR)YesYesYesYes
BetaYesYesYesYes
Chaikin oscillator  YesYes
Chande momentum oscillatorYesYesYesYes
Chande trend indexYesYesYesYes
Commodity channel index (CCI)YesYesYesYes
Coppock momentumYesYesYesYes
CorrelationYesYesYesYes
Directional movement (ADX)YesYesYesYes
Ease of movementYesYesYesYes
Equivolume  YesYes
Elder Force IndexYesYes 
HV index  YesYes
MACDYesYesYesYes
Mass indexYesYesYesYes
MeiselsYesYesYesYes
MomentumYesYesYesYes
Money flow indexYesYesYesYes
Negative volume index  YesYes
On balance volumeYesYesYesYes
OscillatorYesYesYesYes
Other share or indexYesYesYesYes
Pairs  YesYes
Positive volume index  YesYes
Price oscillator  YesYes
Price rate of change  YesYes
Price relative toYesYesYesYes
RSIYesYesYesYes
Standard deviationYesYesYesYes
Stochastic oscillatorYesYesYesYes
Swing index  YesYes
TICK  YesYes
Trend analysisYesYesYesYes
TRIXYesYesYesYes
Ultimate oscillatorYesYesYesYes
Vertical horizontal filter (VHF)YesYesYesYes
VolatilityYesYesYesYes
VolumeYesYesYesYes
Williams %RYesYesYesYes
Williams Acc/DistYesYesYesYes
Williams acceleratorYesYesYesYes
Williams awesome oscillatorYesYesYesYes

 

Indicators (intraday)

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Accumulation/distributionYesYes  
Adaptive stochastic oscillator  YesYes
AroonYesYesYesYes
Average true range (ATR)YesYesYesYes
BetaYesYesYesYes
Chande momentum oscillatorYesYesYesYes
Chande trend indexYesYesYesYes
Commodity channel index (CCI)YesYesYesYes
CorrelationYesYes  
Directional movement (ADX)YesYesYesYes
Elder Force IndexYesYes 
HV index  YesYes
MACDYesYesYesYes
MomentumYesYesYesYes
On balance volumeYesYesYesYes
OscillatorYesYesYesYes
Other share or indexYesYesYesYes
Pairs  YesYes
Price oscillator  YesYes
Price rate of change  YesYes
Price relative toYesYesYesYes
RSIYesYesYesYes
Standard deviationYesYesYesYes
Stochastic oscillatorYesYesYesYes
Trend analysisYesYesYesYes
TRIXYesYes  
Ultimate oscillatorYesYesYesYes
Vertical horizontal filter (VHF)YesYesYesYes
VolatilityYesYesYesYes
Volume indexYesYes  
Williams %RYesYesYesYes
Williams Acc/DistYesYesYesYes
Williams acceleratorYesYesYesYes
Williams awesome oscillatorYesYesYesYes

 

Line studies

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Andrew's Pitchfork  YesYes
Cycle lines  YesYes
Fibonacci arc  YesYes
Fibonacci fan  YesYes
Fibonacci projection  YesYes
Fibonacci retracementYesYesYesYes
Gann angles  YesYes
Multi-segment line  YesYes
Multi-point fan  YesYes
Partial trend  YesYes
Percent changeYesYesYesYes
Quadrant lines  YesYes
Speed resistance lines  YesYes
Trend & confidence linesYesYesYesYes
U-line  YesYes
V-line  YesYes
Vertical line  YesYes

 

Market graphs (historical)

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Absolute breadth index  YesYes
Advance/decline line  YesYes
Advance/decline ratio  YesYes
Breadth thrust  YesYes
Cumulative volume index  YesYes
McClellan oscillator  YesYes
McClellan summation index  YesYes
New highs/new lows  YesYes
New highs/new lows cumulative  YesYes
New highs/new lows ratio  YesYes
Overbought/oversold  YesYes
STIX  YesYes
TICK  YesYes
TRIN  YesYes

 

Market graphs (intraday)

SharePadSubscribe SharePad ProSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Absolute breadth index  YesYes
Advance/decline line  YesYes
Advance/decline ratio  YesYes
Breadth thrust  YesYes
Cumulative volume index  YesYes
McClellan oscillator  YesYes
McClellan summation index  YesYes
New highs/new lows  YesYes
New highs/new lows cumulative  YesYes
New highs/new lows ratio  YesYes
Overbought/oversold  YesYes
STIX  YesYes
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