Watchlist
Clicking on the ‘Watchlist’ function in the EquiShark functions list will select the Watchlist page and display the Watchlists that are currently set up. Additionally it will display a filtered list of stocks from which you can build your watchlist.
A Watchlist is a list of stocks you have some interest in but do not want to add to a portfolio at this point. You can have as many Watchlists as you want and you can modify or delete them when ever you want. Each Watchlist must have a unique name
Initially when your account is first set up there are no watchlists.
New Watchlist
To create a new Watchlist press the ‘+ Add’ button. This will prompt you for a the Watchlist Name this must be a unique name for this watchlist. After entering a name and pressing the ‘Ok’ button a new empty watchlist will be created with that name.
The new list will appear in your table of Watchlists. This process can be repeated for as many watch lists as you need
Pressing the ‘+ Add’ button will allow you to add other Watchlists to your table of Watchlists. As Watchlists are added these appear on screen. The Watchlist that is currently selected is marked. To work on a Watchlist just click on the name of that Watchlist.
Watchlist Add Stocks
To the right of the Watchlist table is a table showing a list of stocks. The stocks shown are a subset selected by the currently active filter. The available filters are shown at the top of the tile and the active filter is highlighted. The chapter on ‘Filters’ will explain how to create and modify filters. Initially there is a set of pre-defined filters for you to select from.
To add stock data to your watchlist click on the ‘Star’ to the right of the stock you want to add. The ‘Save Company’ tile will be displayed prompting you to save this company in your Watchlist. The currently selected watchlist is the default but you can select a different Watchlist if you want to, or alternatively add a new Watchlist at this point.
Clicking the ‘Save Company’ button will add the company to your Watchlist, press the ‘Done’ Button to finish. The Watchlist data will be updated to show the new stock and the ‘Star’ to the right of the stocks in the filtered list will change colour to indicate it is in your selected Watchlist.
Repeat this process for all the stocks you want to add to the Watchlist(s)
To remove a stock from your Watchlist, simply press the ‘X’ at the right hand side of the stock’s Watchlist row.
Delete Stock
When you press the ‘X’ you are asked to confirm the deletion.
Clicking ‘Remove’ will remove the stock from the Watchlist.
Watchlist Shortcut
Next to the Watchlist Name in the Watchlists table the three dots offer a quick way to modify the table. Clicking on them causes a selection box to display
The functions are self explanitory. One interesting function is the ‘Copy’ function which enables you to create a new Watchlist with (initially) the same stocks as the original. You can then add additional stocks to this or delete stocks from it.
Detailed Stock Data
To view detailed information including the Price Chart for any stock in your Watchlist, simply click on the stock entry in the list and the detailed information page for that stock will be displayed
Metrics Charts
This section displays selected metrics as a chart
To add a chart, press the ‘Add Chart + ’ button and the ‘chose some metrics’ tile will be displayed. Tick the box next to the charts you’d like to be displayed and untick any charts you dont want to see
When complete press the ‘Ok’ button
Metrics History
The history section displays various measure of the company over time. You can add or remove charts by selecting or unselecting items in the metrics list below the chart.
Charts will display for those items that are selected. By clicking on the Hamburger at the top right of the charts you can export the chart data to one of a number of different formats.
Financial Reports
Financial reports for the selected company can be displayed by clicking the ‘Show’ button next to the prompt.
By clicking on the tab corresponding to the report you are interested in you will be presented with that data. Yearly or Quarterly reports can be selected by clicking the desired tab.
Pressing the arrows to the right and left of the dates will bring up earlier and later report dates
Financial Reports Charts
Selecting individual items in the report items will select them and highlight the item names and add these items to a chart that shows the value of these over time.
To remove items from the charts simple click on them a second time to de-select them
