Company Report
The Dividend section on our Company Report page has been updated with new information:
Buyback Yield
Total Shareholder Yield
Future Dividend Yield
Dividend Growth
Next Dividend Pay Date
Dividend Growth
...
| Info |
|---|
How this helps? The above information will help investors conduct a more complete analysis when assessing dividends such as how much capital a company is returning to its investors (buyback and total shareholder yield), projecting future potential income using the future dividend yield, whether the company is likely to increase dividends in the future and much more. |
Portfolio
The Dividend analysis section on our portfolio page now includes estimated dividend payments for both ETFs and individual stocks.
...
| Info |
|---|
How this helps? |
What’s new as of 25 October 2024
...
| Info |
|---|
How this helps? These browsing improvements will help you keep track of the prevailing Community perspectives on the companies you’re interested in and will ultimately help inform your own perspective on where the value of that company lies. Maintaining a narrative on a company is key to managing a high performing portfolio, and Community now makes your life much easier by consolidating interesting perspectives from investors around the globe! Visit our Community page to find the latest on the companies you're interested in! |
Company Report
Keeping track of your notion of Fair Value is a super important part of making informed investment decisions. To support your decision making process, we’ve added the ability to set a Fair Value straight from the company report.
...
| Info |
|---|
How this helps? Narratives are a great way to support your investing journey, and with the Community tab, it’s now easier than ever to broaden your research and discover new companies through the voices of fellow Simply Wall St users. Do you have strong opinions on a company? Great! There’ll be some great community Narratives that will support your views. There’ll also be some excellent counter-points that will really test your convictions and help you see the other side! |
Portfolio
Building on our dividend analysis capabilities, our latest update allows you to view projected dividend payments for the next three years. You can now easily access forecasted income estimates for the upcoming 12 months and beyond and track your total monthly income. Plus, you can also review detailed estimates for dividend payments from individual companies at a glance.
...
Unlock new ways to optimize your investment strategy with our latest changes! Our Portfolio tool now offers advanced dividend analysis, allowing you to assess dividend quality, forecast income, and monitor your dividend health with ease. Plus portfolio linking is available for even more brokerage providers. Dive into these improvements now and stay ahead of the pack!
Portfolio
We've enhanced our Portfolio tool with new analysis features to help you assess the quality of your dividend investments more effectively. At a glance, you can view forecast income for the next 12 months and beyond, evaluate dividend quality with the help of SWS dividend score, and track your total monthly income, total yield, and much more.
...
| Info |
|---|
How this helps? This new feature lets you discover companies as soon as they join any screener you’re exploring eliminating the time spent revisiting companies you've already seen before- meaning you can always be on top of fresh investment opportunities! |
Portfolio
The currency used for the aggregated portfolio performance chart and metrics can now be changed, not just each individual portfolio.
...
Stay informed with minimal effort using our improved portfolio home page. Your portfolios now appear as detailed tiles, offering quick access to crucial information.
Portfolio
Portfolio home page now displays all of your portfolios as tiles with details like the portfolio snowflake returns, risks and more on each tile.
...
Elevate your portfolio management with our latest updates! We’ve streamlined the process of adding multiple stocks with our enhanced entry interface and enjoy a more intuitive experience when editing your holdings list.
Portfolio
Holdings entry screen has been upgraded with an improved experience when adding multiple companies at a time.
...
| Info |
|---|
How this helps? |
Portfolio
The Snowflake, our ultimate tool for understanding a company’s performance at a glance, is now displayed in your holdings list for each company in both Portfolio and Watchlists. You can also sort your holdings by their Snowflake scores in each performance category.
...
| Info |
|---|
How this helps? Our advanced screener tool sifts through vast market data to pinpoint top potential performers, offering insights that go beyond the surface. |
Portfolio
Following recent improvements and upgrades to the portfolio, we have brought back a new an improved version of the Portfolio Snowflake. The Snowflake still includes an aggregated analysis of all of your portfolio holdings as before, but now includes the total risks and rewards present across your holdings.
...
The Screener, Company Reports, Portfolio, Notes and Dashboard have received some great new features and upgrades. You are able to find great companies more easily, dig deeper into a company’s expenses and better understand your portfolio’s geographic risks plus much more.
Company Report
When examining a specific company on the company report page, you can now explore peers with similar characteristics across various themes, such as high-growth sectors, value stocks, or strong financial performers—empowering you to pinpoint investment opportunities that align with your criteria.
...
| Info |
|---|
How this helps? |
Portfolio
A new Geographic Diversification Chart that provides a regional breakdown of the revenue sources of all your Portfolio holdings.
...
During the last fortnight, we have made some additions and improvements to our Portfolios, Company Reports, Stock Narratives and SWS News.
Portfolio
New diversification pie chart which shows you a breakdown of all the stocks in your portfolio.
...