Directors' and major Shareholders’ Dealings may be useful in understanding what key investors or directors think about the growth prospects of a particular company. Of course, deals may be undertaken for a variety of reasons – including personal reasons – and by themselves may not offer sufficient reason to buy or sell a share. However, when combined with other information, it may provide an indication as to whether a share is undervalued or overvalued.

 ShareScope shows all share dealings by directors for UK listed companies going back several years excluding:

• Transactions of less than £2,000
• Reinvestment of PEP dividends
• Shares taken in lieu of dividends
• Bed and breakfast transactions

Directors' dealings can be displayed for either the current share or for all UK shares.

Directors’ Dealings for an individual share can be accessed from any screen in ShareScope.

To view Dealings, first select the share you are interested in and then:

Press the '.' (full stop) key or Right-click and select Share’s  Directors' Dealings from the context menu or Click on the Show Directors' Dealings for this item button on the toolbar

To view the complete list of Directors’ Dealings in ShareScope:

Click on the Directors’ Dealings and Major Holdings button on the toolbar or Press Ctrl and F11

In the Directors’ Dealings screen, the Find a Share function will search for the investor name rather than the company.

As you type in your chosen name, all names containing those letters will be found. Titles and initials vary in presentation, so this is generally more effective to find any match.

As in the other list screens, there are 12 different table settings for Directors’ Dealings. These can be accessed from the Dealings Tables menu or by using the Deal table toolbar buttons or the shortcut keys e.g. F2 for Deal table 1

Right-click on a column heading area to add any of the following columns:

You may find it useful to sort by a particular column, such as holding size. To do this, simply double click on the column heading you wish to sort by. Double click again to reverse the order.

In each view a Summary bar will give an overview of the information displayed or available. You can change the style or position of this bar, or hide it completely, via the Other tab in the List Design dialog from the context menu.

Right clicking in the Directors’ Dealings screen gives the following context menu options:

Plus/Pro users will also see three additional options in the context menu:

End of day alarms can be created in ShareScope to trigger in the event of a Director purchase or sale. This can help you stay ahead of the latest market developments and can be set for an individual share, or globally for all shares in a given list – for example the FTSE 350.

To set an alarm for an individual share:

1. In a list screen, select the share you wish to add the alarm to.
2. Gold users: right-click and select Set an alarm for [share name] from the context menu. Alternatively, click on the View menu option and then Set an alarm for [share name]

   Plus/Pro users: right-click and select Set alarm on share and then Set an end-of-day alarm for [share name] from the context menu. Alternatively, click on the View menu option and select Set an end-of-day alarm for [share name].

3. In the Alarms dialog, select Director's Dealing and then press Finish.

To set this alarm for all shares in a list/portfolio:

1. Make sure the list you want to set the alarm on is the list currently on your screen. For example, if you want to set the alarm on all FTSE 350 shares, ensure that the FTSE 350 list is selected first.
2. Click on the View menu option and select Set an alarm for [name] list.
3. In the Alarms dialog, select Director's dealing and then press Finish.

To view the alarms you have created, select Alarms from the View menu. Plus/Pro users will need to select either Change window or New window and then Alarms.

By default, the Alarm view includes the following information: name of instrument or list, type of alarm, whether it is intraday or end-of-day, and number of alerts generated. Like all lists in ShareScope, you can add/remove columns by right-clicking in the column headings.

When you perform an end-of-day update process has finished, an Alert summary will automatically pop-up to tell you how many alarms and which types have been triggered by the update.

Directors’ purchases and sales can be added as events to historical graphs in ShareScope. This will appear as a symbol on the relevant day, allowing a quick reference to the important dates.

To add an Event in ShareScope Gold:

1. Right-click in the graph screen and select Events… from the context menu.
2. In the Display Events dialog, ensure that the Show Event option is ticked.
3. Now select whether you want to display Purchases, Sales or both. Click OK.

To add an Event in ShareScope Plus/Pro:

1. Right-click in the graph screen and select Other Main Graph Features from the context menu. From the sub-menu that appears, select Events…
2. In the Display Events dialog, ensure that the Show Event option is ticked.
3. Now select whether you want to display Purchases, Sales or both. Click OK.

As you will notice, a Directors Dealings’ Event marker will be displayed at the date at which it occurred.

To display more information about an event, simply hover the cursor over an icon to reveal the event description and date.

Remember, if you have any trouble finding or using any of these features, please don’t hesitate to call our Customer Support team. They will be delighted to help.