The Details View allows you to see price and fundamental data as well as graphs for a selected company, all on a single page. It is one of the main views you see when you cycle using the Enter key (or Shift + Enter or Esc).

From a List View in ShareScope Gold, pressing Enter takes you to a Historical Graph of the share that was selected in the List; pressing it again shows you the Company Details View. To return to the List View, press Enter again. Using Shift + Enter, or pressing Esc, reverses the cycle order.

In ShareScope Plus and Pro, starting from a List View, pressing Enter shows you the Historical Graph of the selected share, pressing Enter again takes you to an Intraday Graph, a further press of Enter shows you the Details View and another returns you to the List.

The Details View you may see when you view cycle might look like this:

The View above is the default Details Setting called ‘Main’. Left click in different areas of the screen and you’ll see a thick grey line appear around a number of different boxes. These have all been set up on this page individually and customised to give specific information. Altogether there are 28 different boxes on this window that are used to give the overall page you can see.

At the top of the screen you’ll see a menu called ‘Details Settings’ – select this and you may see other Details Settings that have been created:

If you have the ‘Portrait’ Setting, click on this to see an alternative view. As in Tutorial 10 - Getting more from your List Tables you also have 12 Details Settings that you can use to set up your own Company Details pages.

Select an unnamed Setting (e.g. ‘Details set 3’). You should have a completely blank window that you can start adding items to and customising to suit your own needs.

Right click in the middle of the window and on the menu you’ll see three options:

These are the three types of boxes or windows that you can add to the Details View.

List Box – these boxes allow you to add all the same items that can be added as columns to List Views (excluding ShareScript columns in Plus and Pro). In the ‘Main’ Setting, the box that includes the share name, Sector, Website, Index and activity is an example of a List Box. The Rank in Market and Rank in Sector boxes are also examples of List Boxes.

Results Table – this allows you to display all the company results in a tabulated form. In the ‘Main’ Setting, the ‘Key Metrics’ box is a Results Table.

New Price or Result Graph – these boxes allow you to display share price graphs or sector graphs, as well as graphs of the company results (such as Profit, EPS, etc).

Once you’ve selected the type of box you’d like to add, a blank square with a grey outline will appear in the window:

List box or graph

Results table

You can move the boxes around the screen by placing your cursor on the grey line; the cursor will change to a four-headed arrow so you can then left click and drag the box to a different location.

To make the box larger or smaller, move your cursor to one of the white markers on the grey border. The cursor will change to a two-headed arrow so you can then click and drag the side or corner out or in.

To add items to the box, right click in the middle of the box – depending on the type of box you added, you will see one of three selections available:

Place your cursor on the ‘Add …’ option to see the items available to be added to the current box type. Add a few items to see how they appear.

You can customise the display of each box further using the ‘Design…’ option seen in each menu example above. Experiment with the options available in the Design dialogs. If using the ‘Alternative font size adjustment’, select the alternative font size here, but to use this you need to ‘Edit’ the item and tick the box to ‘Use alternative larger font’.

In the ‘Main’ Details Setting you’ll notice a graph showing the performance of the sector that the share belongs to. To add this particular graph, first add a Graph box. Right click in the Graph box and select ‘Historical price graph’ – the graph of the current share will be displayed. Now right click again and select ‘Graph Design…’. At the bottom of the dialog, check the box to ‘Use share’s sector index’ and click on OK. The graph should now display the sector index of the share.

More general customisation options are available from the ‘Details Design…’ option on the context menu.

Below is an example of a Details screen designed to go into a multi-window layout.

Should you need any help setting up your own customised Details Views, please contact the ShareScope Support team.