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 GoldSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Access online anywhere Yes Yes
Compatibility Tablet, Mac, PC Tablet, Mac, PC Windows PC Windows PC Windows PC
Format Multi-window
(split-screen on tablet)
Multi-window
(split-screen on tablet)
Single window Multi-window Multi-window
Price updates* Delayed Live Daily Delayed Live
Stock dashboard Yes Yes
Stock analysis 5 5 4 4 4
Fund analysis 5 5 3 3 3
Technical analysis 4 4 4 5 5
Filtering (stock screening) 5 5 3 4 4
Alerts 5 5 3 4 5
Portfolio management ISA/SIPP ISA/SIPP Any Any Any
ShareScript language Yes Yes
Telephone & email support 5 5 5 5 5
* Daily means after market close (e.g. 6pm UK); delayed means 15 minutes delayed.

Price updates

SharePad SharePad Pro ShareScope Gold ShareScope Plus ShareScope Pro
LSE Level 1DelayedLiveDailyDelayedLive
LSE Level 2 LiveLive (add-on)Live (add-on)Live
US stock marketsDelayedLiveDailyDelayed NasdaqLive
Global indicesDelayed * Live * DailyDelayed * Live *
Foreign exchangeDelayedLiveDailyDelayedLive
Commodity futuresDelayedDelayedDailyDelayedDelayed
Commodity spot pricesDelayedLiveDailyDailyLive
Covered warrantsDelayedLiveDailyDelayedLive
FundsDailyDailyDailyDailyDaily
Investment trustsDelayedLiveDailyDelayedLive
Exchange traded funds (ETFs)DelayedLiveDailyDelayedLive
GiltsDailyDailyDailyDelayedLive
Corporate bondsDelayedLiveDailyDelayedLive
Economic dataDailyDailyDailyDailyDaily
* Some global indices are daily or delayed.

 

News updates

SharePad SharePad Pro ShareScope Gold ShareScope Plus ShareScope Pro
Dow Jones newsLiveLiveDailyLiveLive
Dow Jones trader headlines Live  Live
RNSLiveLiveDailyDailyDaily

 

Charts

SharePad SharePad Pro ShareScope Gold ShareScope Plus ShareScope Pro
Price chartsYesYesYesYesYes
Intraday price chartsYesYes YesYes
Trade data   YesYes
Technical analysis44455
Annotate chartsYesYesYesYesYes
Custom analytics   with ShareScriptwith ShareScript

 

Filtering

SharePad SharePad Pro ShareScope Gold ShareScope Plus ShareScope Pro
By fundamentalsYesYesYesYesYes
By technicalsYesYesMinimalYesYes
By sector rankingYesYesYesYesYes
Custom calculationsYesYes With ShareScriptWith ShareScript

 

Portfolio Management

SharePad SharePad Pro ShareScope Gold ShareScope Plus ShareScope Pro
Multiple portfoliosYesYesYesYesYes
Group portfoliosYesYesYesYesYes
Multi-currency portfolios  YesYesYes
Record transactionsYesYesYesYesYes
Cash account(s)YesYesYesYesYes
Portfolio chartYesYesYesYesYes
CGT management  YesYesYes
Dividend reports  YesYesYes

 

Alarms

SharePad SharePad Pro ShareScope Gold ShareScope Plus ShareScope Pro
Individual stock alarmsYesYesYesYesYes
List alarms  YesYesYes
Email alertsYesYes YesYes
Price change alarmsYesYesYesYesYes
Line alarmsYesYesYesYesYes
Stop loss/gain alarmsYesYesYesYesYes
News alarmsYesYesYesYesYes
Price growth alarmsYesYes   
Director buy/sell alarmsYesYesYesYesYes
Dividend alarmsYesYes   
Dividend forecast alarmsYesYes   
Profit forecast alarmsYesYes   
Broker consensus alarmsYesYes   
Technical alarmsYesYesYesYesYes
Unscheduled auction alarm Yes YesYes
Custom alarms   With ShareScriptWith ShareScript

 

Import/Export data

SharePad SharePad Pro ShareScope Gold ShareScope Plus ShareScope Pro
Export tablesYesYesYesYesYes
Export chartsYesYesYesYesYes
Export price seriesYesYesYesYesYes
DDE links  YesYesYes
Export trade data   YesYes
Import data  YesYesYes

 

Chart types (historical)

SharePad SharePad Pro ShareScope Gold ShareScope Plus ShareScope Pro
Close LineYesYesYesYesYes
OHLC barsYesYesYesYesYes
CandlestickYesYesYesYesYes
Candlestick patterns   YesYes
3-Line break  YesYesYes
Heikin-AshiYesYesYesYesYes
HL bars  YesYesYes
HLC bars  YesYesYes
Ichimoku chartsYesYes YesYes
Kagi  YesYesYes
Parabolic SARYesYes YesYes
Pivot pointsYesYes YesYes
Point & figureYesYesYesYesYes
Price/Donchian channelsYesYes YesYes
Renko  YesYesYes
Stop-loss/Stop-gainYesYesYesYesYes
Swing charts   YesYes
Zigzag charts/linesYesYes YesYes

 

Chart types (intraday)

SharePad SharePad Pro ShareScope Gold ShareScope Plus ShareScope Pro
Mid lineYesYes YesYes
Close lineYesYes YesYes
CandlestickYesYes YesYes
3-Line break   YesYes
Heikin-AshiYesYes YesYes
Kagi   YesYes
OHLCYesYes YesYes
Pivot pointsYesYes YesYes
Point & figureYesYes YesYes
Price/Donchian channelsYesYes YesYes
Range   YesYes
Renko   YesYes
Stop loss/gainYesYes YesYes
Trade dots/line   YesYes

 

Moving averages

SharePad SharePad Pro ShareScope Gold ShareScope Plus ShareScope Pro
Simple moving averageYesYesYesYesYes
Exponential moving averageYesYesYesYesYes
Weighted moving averageYesYesYesYesYes
Triangular moving averageYesYesYesYesYes
Variable moving average (VHF)YesYesYesYesYes
Variable moving average (CMO)YesYes YesYes
VIDYA moving averageYesYes YesYes
Bollinger bandsYesYesYesYesYes
Envelopes (Trading bands)YesYesYesYesYes
Keltner channelsYesYes YesYes
Ribbons   YesYes
STARC bandsYesYes YesYes

 

Indicators (historical)

SharePadSubscribe SharePad ProSubscribe ShareScope GoldSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Accumulation/distributionYesYesYesYesYes
Accumulation swing index  YesYesYes
Adaptive stochastic oscillatorYesYes YesYes
AroonYesYes YesYes
Average true range (ATR)YesYes YesYes
BetaYesYesYesYesYes
Chaikin oscillator  YesYesYes
Chande momentum oscillatorYesYes YesYes
Chande trend indexYesYes YesYes
Commodity channel index (CCI)YesYesYesYesYes
Coppock momentumYesYesYesYesYes
CorrelationYesYesYesYesYes
Directional movement (ADX)YesYesYesYesYes
Ease of movementYesYesYesYesYes
Equivolume  YesYesYes
Elder Force IndexYesYes   
HV index  YesYesYes
MACDYesYesYesYesYes
Mass indexYesYesYesYesYes
MeiselsYesYesYesYesYes
MomentumYesYesYesYesYes
Money flow indexYesYesYesYesYes
Negative volume index  YesYesYes
On balance volumeYesYesYesYesYes
OscillatorYesYesYesYesYes
Other share or indexYesYesYesYesYes
Pairs   YesYes
Positive volume index  YesYesYes
Price oscillator  YesYesYes
Price rate of change  YesYesYes
Price relative toYesYesYesYesYes
RSIYesYesYesYesYes
Standard deviationYesYesYesYesYes
Stochastic oscillatorYesYesYesYesYes
Swing index  YesYesYes
TICK  YesYesYes
Trend analysisYesYesYesYesYes
TRIXYesYesYesYesYes
Ultimate oscillatorYesYes YesYes
Vertical horizontal filter (VHF)YesYesYesYesYes
VolatilityYesYesYesYesYes
VolumeYesYesYesYesYes
Williams %RYesYesYesYesYes
Williams Acc/DistYesYes YesYes
Williams acceleratorYesYes YesYes
Williams awesome oscillatorYesYes YesYes

 

Indicators (intraday)

SharePadSubscribe SharePad ProSubscribe ShareScope GoldSubscribe ShareScope PlusSubscribe ShareScope ProSubscribe
Accumulation/distributionYesYes   
Adaptive stochastic oscillator   YesYes
AroonYesYes YesYes
Average true range (ATR)YesYes YesYes
BetaYesYes YesYes
Chande momentum oscillatorYesYes YesYes
Chande trend indexYesYes YesYes
Commodity channel index (CCI)YesYes YesYes
CorrelationYesYes   
Directional movement (ADX)YesYes YesYes
Elder Force IndexYesYes   
HV index   YesYes
MACDYesYes YesYes
MomentumYesYes YesYes
On balance volumeYesYes YesYes
OscillatorYesYes YesYes
Other share or indexYesYes YesYes
Pairs   YesYes
Price oscillator   YesYes
Price rate of change   YesYes
Price relative toYesYes YesYes
RSIYesYes YesYes
Standard deviationYesYes YesYes
Stochastic oscillatorYesYes YesYes
Trend analysisYesYes YesYes
TRIXYesYes   
Ultimate oscillatorYesYes YesYes
Vertical horizontal filter (VHF)YesYes YesYes
VolatilityYesYes YesYes
Volume indexYesYes   
Williams %RYesYes YesYes
Williams Acc/DistYesYes YesYes
Williams acceleratorYesYes YesYes
Williams awesome oscillatorYesYes YesYes

 

Line studies

SharePad SharePad Pro ShareScope Gold ShareScope Plus ShareScope Pro
Andrew's Pitchfork  YesYesYes
Cycle lines  YesYesYes
Fibonacci arc  YesYesYes
Fibonacci fan  YesYesYes
Fibonacci projection  YesYesYes
Fibonacci retracementYesYesYesYesYes
Gann angles  YesYesYes
Multi-segment line  YesYesYes
Multi-point fan  YesYesYes
Partial trend  YesYesYes
Percent changeYesYesYesYesYes
Quadrant lines  YesYesYes
Speed resistance lines  YesYesYes
Trend & confidence linesYesYesYesYesYes
U-line  YesYesYes
V-line  YesYesYes
Vertical line  YesYesYes

 

Market graphs (historical)

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

 

Market graphs (intraday)

SharePad SharePad Pro ShareScope Gold ShareScope Plus ShareScope Pro
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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