Please find a sample of custom views you can either use or alter within your Watchlists to view data in a way that quickly brings the most important information to your attention.
** Remember to use the filter box at the top of the watchlist view builder to find the relevant criteria quickly.
Review View
This is a good all-around view that you can see income/growth properties all in one area. Start with the Return 1yr inc div as this is the total return figure.
• Share Price ($)
• Financial Health rating
• Price change 6 months (%)
• Price change 1 year (%)
• Return 1 year including dividends (%)
• Consensus target
• EPS growth 1 yr (%) forecast year 1
• Grossed Dividend yield (%) forecast year 1
• Last price sensitive announcement
• PE (Price Earnings) ratio
• EPS (Earnings per share) growth 1 yr (%)
• Grossed Dividend yield (%)
• Market capitalisation ($mill)
• GICS industry group (level 2)
• Star Stock status
• Constituent of ASX200
Forecast Growth View
You will use this view to review a portfolio that has a growth bias. If an investor is looking for growth, then sort by the forecast columns to ensure the company is expected to keep growing.
• Share Price ($)
• EPS growth 1 yr (%) forecast year 1
• EPS growth 1 yr (%) forecast year 2
• EPS growth 2 yr (% pa) forecast year 1
• Consensus target
• Consensus target date
• Price to consensus target (%)
• PE ratio forecast year 1
• Dividend yield (%) forecast year 1
• Year average franking %
• Next ex-dividend date
• Last price sensitive announcement
• Period end
• GICS industry group (level 2)
Income View
This view is ideal for looking at your income portfolios. Forecast dividends will be important. And we have included Market Capitalisation, so if you are a retired income investor and have some small companies be aware of the potential for volatility.
• Share Price ($)
• Period end
• Dividend yield (%)
• Franking
• Grossed dividend yield (%)
• Days to next ex-dividend date
• Ex-dividend date
• Next ex-dividend date
• Price change 1 year (%)
• Dividend yield (%) forecast year 1
• Grossed Dividend yield (%) forecast year 1
• DPS (Dividend per share) growth 1 yr (%)
• Dividend cover ratio
• Market capitalisation ($mill)
Daily View
This is a good consolidated view for you to stay on top of what has happened today. Sort first by price change for the day (often something positive/negative has happened today). Often this will be accompanied by an announcement or a change in valuation.
• Share Price ($)
• Price change 1 day ($)
• Price change 1 day (%)
• Price change 1 week (%)
• Price change 1 month (%)
• Price change 3 months (%)
• Price change 6 months (%)
• Price change 1 year (%)
• Period end
• Last price sensitive a’ment
• Consensus target date
Health View
This view is designed to save time regarding monitoring the health of businesses you are interested in. You may wish to apply this view to quickly eliminate stocks that don’t have the health characteristics you are seeking Eg remove companies with poor operating cash flow ratios
• Share Price ($)
• Period end
• Financial Health rating
• Financial Health score
• TLTAI rating
• OCFCL rating
• OCFTAI rating
• PDACL rating
• RPTAI rating
• CLTL rating
• QACA rating
• Debt to Equity
• Interest coverage ratio