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With a dedicated in-house support team you can talk to and a range of educational content as well as One-to-One training - we're committed to helping you get the very best from SharePad.
"The support is first class - knowledgeable, approachable and responsive. They can provide tailored training and any queries or issues are dealt with promptly."
Lee - Trustpilot
A series of short, digestible tutorials focusing on getting the best from SharePad. Plus recordings of our latest Webinars
| 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 |
| Using the Single Page | In this tutorial we take a deeper look at SharePad's customisable Single page which shows all the key information you want to see about an instrument. | Watch video |
| Creating multi-window layouts | A short guide to creating and customising multi-window layouts. | Read Watch video |
| How to use SharePad chat | In this tutorial, we'll take a look at SharePad Chat including how to find it and arrange the layout to your liking. | Watch video |
Lists |
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| 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 | Technical analysis columns in SharePad with a focus on filtering moving averages. | Watch video |
| Technical analysis columns: MACD | A look at the MACD technical analysis column. | Watch video |
| Technical analysis columns: ATR | A look at the Average True Range (ATR) technical analysis column. | Watch video |
Charting |
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| 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 |
| Candlesticks | How to view and edit candlestick charts in SharePad | Read |
| Candlestick patterns | A quick reference guide to bullish and bearish candlestick patterns. | View PDF |
| Multi-select and multi-graph | Compare multiple shares on the same chart at the click of a button. | Watch video |
Financial data |
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| 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 |
| Phil Oakley's Financial Charts | How to recreate in SharePad the financial charts that Phil Oakley uses in his articles. | Watch video |
| The Compare view | Discover how to easily compare and rank up to 20 instruments on an array of financial data. | Read |
Filtering |
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| 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 | A review of the new filters added to SharePad library. | Read |
Portfolios and transactions |
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| 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 & other transactions |
How to automatically & manually add dividends and other transactions, including - scrip dividends, returns of capital, notional distribution and Property Income Distribution (PID). | 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 |
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| 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 |
| Setting up your Market view | Learn how to use the new Market view feature and create your own overviews. | Read Watch video |
| 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 |
| Investor tools | Phil Oakley gives a tour of some useful tools to help with your investing. | Read |
| How to use floating windows for Multi-monitor setups | SharePad Pro's floating windows feature which enables you to display SharePad Pro over multiple monitors. | Watch video |
Recordings of our live training webinars.
| An introduction to charting in SharePad with Paul Hall | Paul Hall from the support team presents a LIVE 'An introduction to charting in SharePad' webinar, where he will cover Charts navigation, Charts design, and some tips and tricks. This will be followed by a live Q and A. Originally broadcast on 18/11/21. | Watch video |
| Understanding Level 2 in SharePad with Paul Hall | Paul Hall from the support team presents a LIVE 'Understanding Level 2 in SharePad' webinar followed by a live Q and A. Originally broadcast on 07/10/21. | Watch video |
| Stock Screening in SharePad with Paul Hall | Watch a recording of a special LIVE Webinar with Paul Hall, where we cover Stock screening followed by a Q and A. Originally broadcast on 12/08/21. | Watch video |
| Michael Taylor's 'Searching for potential trades' | A recording of ShareScope writer and full time trader, author and founder of www.shiftingshares.com Michael Taylor presenting a LIVE 'Searching for potential trades' Webinar. Originally broadcast on 21/02/20. | Watch video |
| Maynard Paton's 'Searching For My Next Long-term Winner' | A recording of writer and full-time private investor Maynard Paton's LIVE version of his ever popular article series, using SharePad filters to screen for interesting shares and talking through his finanical analysis. Originally broadcast on 28/11/19. | Watch video |
| Picking winners with SharePad | In this webinar Head of Knowledge, Richard Chiesa will show you how to use filters and other features to find potential share investments.Originally broadcast on 23/05/19. | Watch video |
| Portfolio management & analysis with SharePad | In this webinar Head of Knowledge, Richard Chiesa talks through how to use SharePad's portfolio tool to create and manage your investments.Originally broadcast on 29/03/19. | Watch video |
| Little known SharePad features / shortcuts | In this hour long presentation Head of Knowledge, Richard Chiesa talks through a list of 15 SharePad features you might not know about.Originally broadcast on 21/02/19. | Watch video |
| Financial data & filtering in SharePad | In this hour-long presentation Head of Knowledge, Richard Chiesa will be providing a guided tour of SharePad's Financial pages, together with a tutorial on how to filter financial data.Originally broadcast on 24/01/19. | Watch video |
| Technical analysis & filtering with SharePad | A guided tour of SharePad's technical analysis tools including charting, moving averages and running stock-screening filters to find key technical patterns.Originally broadcast on 27/12/18. | Watch video |
| Getting started with SharePad | In this hour-long presentation Head of Knowledge, Richard Chiesa guides you through all the main features of SharePad, including - Searching, Lists/Tables, Charts, News, Financials, Portfolios & Transactions and Alarms. Originally broadcast on 13/12/18. | Watch video |