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News and Updates

6 May 2017

The Share Details screen now has an option to Export the complete set of Results for a Share to a .csv file. This can be used for detailed Excel analysis of a Share.

23 July 2016

Two new searchable columns have been added to the database. They are:

NetDebt_EBITDA: The ratio of Net Debt to Earnings Before Tax, Depreciation and Amortisation.

Gross_Profitability: The Ratio of Gross Profit to Total Assets.

17 July 2016

The Share Details screen has been improved.

The new features are:

A new Share Details format for High Definition screen has been set up. You can default to this in the options menu. It contains some extra information such as 20 years results and Charting and Coppock statuses.

New users will now default to the Wide Screen format rather than 4:3.

Most of the data items on the Share Details pages now link to graphs over time for the item. For instance clicking on "Revenue" will give you a graph of Revenue over the last 15 years if the data is available.

If you click on the forecast change fields you will see the trend in EPS forecasts over the last year.

The graphs will default to popping up in a new window, the size of which can be controlled in the options menu. If this causes problems, for instance due to a pop-up blocked you can default the graph to stay in the same browser window. You can also control the size of the chart in the pop-up window using an option called "Chart Scaling Factor" in options. If you find that the chart is too big for the popup window you can set the value to a value less than 1 eg 0.8.

Shading has been added to Share Details to improve readability.

The Country of listing has been added to Share Details.

A new column has been added to Results history called Net Debt / EBITDA . This will show how stretched the balance sheet is. Banks often have covenants that this ratio is not allowed to go above a certain value. 4 would usually be considered too high, 1.5 would be comfortable.

The default format for exporting data is now csv.

14 May 2016

A new feature has been added called Alerts.

You can choose to receive a regular emails containing the results of queries that interest you. You can also optionally, see changes in the composition of queries since the last time you received an alert email.

Go to the new menu option called "Alerts" and select the queries you wish to see in your email. You can then test to see what your email would look like.

Initially there will be a limit of 300 rows of data per email. This is prevent excessive bandwidth usage.

The checkbox to turn the standard queries on and off has now been added to the options menu.

30 November 2014

Two new columns have been added:

Tangible_Equity_Ratio - This shows the ratio of Net Tangible Asset Value to Total Assets.

PER_Basic - The Price earnings ratio based on the historic Basic EPS.

13 November 2014

Total actual performance is now available. This includes dividends and special dividends in the calculation of performance.

10 year relative, actual and total performance are available in Share Selection. The column names are:

Total_Perf_Year, Total_Perf_2Year, Total_Perf_3Year, Total_Perf_4Year, Total_Perf_5Year, Total_Perf_10Year

Abs_Perf_10Year, Perf_10Year

The Summary and Performance screens have been improved to allow user control of the columns displayed. There is a button called "Edit" in Summary and Performance, which takes the user to a screen to Edit the columns shown.

The Summary and Performance screens can now show Averages of these new columns.

1 November 2014

The definition of ROCE has been changed to the more standard:

Operating Profit / (Total Assets - Current Liabilities)

Three new searchable columns have been added. They are:

ROCE_3Yr : Average Return on Capital Employed over 3 years

ROCE_5Yr : Average Return on Capital Employed over 5 years

ROCE_10Yr : Average Return on Capital Employed over 10 years

18 October 2014

Several new searchable columns have been added they are:

Price_Volatility_2Yr : An indicator showing the price volatility over the 2 years.

Beta : A measure of the risk arising from exposure to general market movements as opposed to idiosyncratic factors. It is measured over one year.

Skewness : A measure of the asymmetry of the distribution of price of the share.

Volatility_Score : A score based on the Volatility and Skewness of a share. A value of 1 is the Lowest, 100 the highest. Academic studies have shown that lower volatility shares outperform.

Price_Volatility has been changed to a one year measurement from one month.

21 September 2014

Several new searchable columns have been added they are:

Gross_Profit_Margin : % Gross Profit / Turnover

EV_FCF                     : Ratio of Enterprise Value to Free Cash Flow.

Genuine_Value         : Ratio of ((Enterprise Value + Pension) / EBit) / (One + Two year EPS Growth Rates + Dividend Yield)

This ratio has been used in several screens in the Investors Chronicle.

Gross profit  and Gross Profit Margin are now shown in Share Details.

31 August 2014

The Pension Deficit / Surplus data has now been populated and is shown in Share Details. Also the historic values of pension deficits can be seen in the Results History at the bottom of the Share Details page. The data is taken from the balance sheet and generally goes back to 2005 when IFRS was brought in.

Several new searchable columns have been added. They are:

Gearing_Debt_Pension      : % Gearing Including Pension Deficit / Surplus.

NetDebt_MktCap               : % Net Debt to to Market Capitalisation.

Pension_MktCap                : % Pension Deficit to Market Capitalisation.

NetDebt_Pension_MktCap : % Net Debt and Pension Deficit to Market Capitalisation.

Pension_Coverage_Days   : Ratio of Pension Deficit to Net Profit + Depreciation expressed in Days.

Two new ratios have been added to the Results History in Share Details. They are:

Turnover/Inventory: The ratio of Turnover to Inventory. A falling ratio may show unsold stock.

Debtor days: The Ratio of Debtors to Turnover x 365. Shows whether there may be a problem with customer not paying their bills on time.

19 August 2014

When you create a query you can now limit the number of rows that it returns. The performance and Summary screen will show the appropriate averages for this limited number of rows.

For instance you could create a Zulu screen that returned only the five shares with the best PEG ratio. This shows a better historical return than the standard Zulu criteria.

14 August 2014

A new column has been added called Country. This shows either the country of origin of a company or the country of listing.

29 July 2014

A new screen called Summary has been added. This shows the average performance of all your screens (together with optionally the standard screens).

It also shows the total number of results returned by a screen and the Standard Deviation of the yearly performance.

The lower the Standard Deviation, the lower the volatility of a portfolio will be.

The Performance screen now has a link to the underlying Shares if if you click on History Date.

23 July 2014

The Backtest history function has been improved.

Various bugs have been fixed in the historical data.

There is a new page called Performance that shows the actual average performance for a screen over different dates.

There is a button called "Performance" on Share Selection to access the page , or it can be accessed on the main menu.

Absolute actual performances are now available. The column names are:

Abs_Perf_Year, Abs_Perf_2Year, Abs_Perf_3Year, Abs_Perf_4Year, Abs_Perf_5Year,

Abs_Perf_Month, Abs_Perf_3Month, Abs_Perf_6Month

There are new columns to show changes in Market, Value, Quality and Momentum Scores.

They are:

Market_Score_Change, Market_Score_Change_Week, Market_Score_Change_Month

Value_Score_Change, Value_Score_Change_Week, Value_Score_Change_Month

Quality_Score_Change, Quality_Score_Change_Week, Quality_Score_Change_Month

Momentum_Score_Change, Momentum_Score_Change_Week, Momentum_Score_Change_Month

16 July 2014

The Chart function will now optionally remember the dates charted.

29 June 2014

Seven new searchable columns have been added. They are:

Earnings_Surprise : % Difference between actual and forecast EPS.

Forecast_Change_6Month : % Change in EPS forecast over 6 months.

Forecast_Change_9Month : % Change in EPS forecast over 9 months.

Forecast_Change_Year : % Change in EPS forecast overlast Year.

Forecast2_Change_6Month : % Change in 2 year EPS forecast over 6 months.

Forecast2_Change_9Month : % Change in 2 year EPS forecast over 9 months.

Forecast2_Change_Year : % Change in 2 year EPS forecast over last Year.

Earnings Surprise and Percent EPS Forecast changes over six months are now shown in Share Details.

Pension deficit or surplus is also shown in Share Details if a defined benefit scheme exists. This will be populated as the results are updated.

23 June 2014

Seven new searchable columns have been added. They are:

Last_Event_Date : The Date at which the last chart event took place.

Last_Coppock_Event : Whether the last Coppock Event was a BUY or SELL, official or unofficial.

Last_Coppock_Event_Date : The Date at which the last Coppock event took place.

Last_Coppock_Value : The Last value of the Coppock signal.

Coppock_Value_Month : The value of the Coppock signal one month ago.

Coppock_State : Whether the Coppock indicator is in a WAIT or HOLD state.

Price_Volatility : An indicator showing the price volatility over the last year.

10 June 2014

Twelve new searchable columns have been added. They are:

Market_Score : A score based on the Value, Quality and Momentum of a share. A value of 1 is the Best, 100 the worst.

Value_Score : A score based on the fundemental ratios such as Yield, PER, PSR and PTBV.

Quality_Score : A score based on the Quality metrics such as Debt, Margins, ROE.

Momentum_Score : A score based on the share price and forecast momentum of a share.

Value_Quality_Score : A score based on the Value and Quality of a share.

Value_Momentum_Score : A score based on the Value and Momentum of a share.

Quality_Momentum_Score : A score based on the Quality and Momentum of a share.

There is also a new Standard query called "Top Scorers" to show the most attractive shares based on Market Score.

Share Details also shows the above values for an individual share.

MScore : The Beneish M Score which measures the likelyhood of earnings being manipulated.

Buy_Back_Yield : Share buy back measured as a yield.

Operating_Margin_3Yr : Operating Margin measured over 3 years.

Operating_Margin_5Yr : Operating Margin measured over 5 years.

Operating_Margin_10Yr : Operating Margin measured over 10 years.

20 July 2013

Seven new searchable columns have been added. They are:

ROIC : Return on Invested Capital

Years_of_EPS_Growth : Years of continuous EPS Growth

Years_of_Div_Growth : Years of continuous Dividend Growth

Years_of_Turnover_Growth : Years of continuous Turnover Growth

Years_of_Cashflow_Growth : Years of continuous Cash Flow Growth

Price_Fall_High : % Price fall from year's high

Price_Increase_Low : % Price increase from year's low

16 June 2012

The Piotroski Score has now been added to Share Details.

17 April 2012

A new operator NOT IN has been added to Query Edit. This will allow you to create a query that does not contain certain values.

For instance to exclude financials you could have : Sector NOT IN SPECIALITY FINANCE,NONLIFE INSURANCE,LIFE ASSURANCE,INVESTMENT COMPANIES,BANKS,GENERAL FINANCIAL,FINANCIAL SERVICES

3 July 2011

A new searchable column has been added called Enterprise_Value.

21 May 2011

There is a new option in the Option Menu called Screen Aspect Ratio. It optimises your view of Sharelockholmes, depending on whether you have a standard (4:3) or a widescreen (16:9) monitor.

If you set this option to widescreen the Share Details screen will show information across the full width of your monitor, including extra history information. You will also see wider charts if you chose a wide chart size.

9 March 2011

A 10 year history of Market Capitalisation and Number of Shares has been added to Share Details.

Change Details is now called Account Details. The Account Details screen now shows the expiry date of your account.

4 March 2011

Free Cash Flow per share has been added to the 10 year history in Share Details.

29 January 2011

A new column called ROTA has been added. This shows the return on Total Assets.

8 January 2011

The Export Function in Share Selection now has the option to Export in CSV format. This will allow easy import into Excel and other spreadsheets. The default export is still in html format. The format can be changed in "Options" and then by clicking "Save".

6 November 2010

Three new searchable columns have been added. They are:

ROE_3Yr : Average Return on Equity over 3 years

ROE_5Yr : Average Return on Equity over 5 years

ROE_10Yr : Average Return on Equity over 10 years

25 October 2010

Net Asset Value (NAV) per share and Net Tangible Asset Value (NTAV) per Share have been added to the 10 year history in Share Details.

4 April 2010

The ratio history table on the Share Details screen has now been extended to 10 years of history.

An extended copy of the Results History table, showing 10 year's results has been added to the end of the Share Details screen.

2 April 2010

New searchable columns have been added. They are:

Price_NNWC - Price to Net Net Working Capital - This identifies Bargain shares according to the methods of Ben Graham. Net Net Working capitial is defined as Cash + (0.5*Stocks)+(0.75* Inventory) - Total Liabilities.

EPS_Growth_10yr_3yr_Avg - The EPS averaged over the last 3 years against the 3 year average EPS 10 years ago. This method of looking at EPS growth is used by Ben Graham in the Intelligent Investor.

PER_Avg_EPS_3Yr, PCF_Avg_Cashflow_3Yr, CashFlow_EPS_Avg_3Yr - Three year average PER, PCF and Cashflow / EPS ratios.

EPS_Growth_10yr, Div_Growth_10yr, Cashflow_Growth_10yr, NAV_Growth_10yr, NTAV_Growth_10yr, Turnover_Growth_10yr - 10 year growth of EPS, Dividends, Cashflow, NAV, NTAV and Turnover.

1 January 2010

A new searchable column has been added called Profit_Debt. This is the ratio of Net Profit or Loss to Net Cash or Debt.

26 June 2009

The Edit Query Screen has been improved.

When you add or remove columns from the column list, or alter the ordering, the request is processed on the user side, resulting in a great improvement in speed of use. You can also select multiple columns when moving the lists around, by holding down the Shift or Ctrl key when selecting.

There is a new check box option called Sort Available Columns which will allow you to see the list of available columns for a query in alphabetical order.

19 April 2009

Two new searchable columns have been added showing the Price/Earning ratio and Price / Cashflow ratio based upon 10 year average EPS and 10 year average Cashflow PS.

The column names are PER_Avg_EPS_10Yr and PCF_Avg_Cashflow_10Yr

Two columns have been added to show the Cash Flow to EPS ratio averaged over 5 and 10 years. They are called Cashflow_EPS_Avg_5Yr and Cashflow_EPS_Avg_10Yr

10 April 2009

A new column called Graham_Gearing has been added. This shows the ratio of Shareholders' funds to Total Assets

22 February 2009

A new column called Greenblatt_Ranking has been added. This ranks shares by both the highest ROC and Earnings Yield . The ROC calculation has also been changed.

A new column called Last_Chart_Event has been added, which shows the lastest event for a share, as shown in Chart Events.

6 December 2008

There is now a new menu item called Chart Events. This shows shares that meet specific charting criteria and the date at which the criteria were met.

Initially Coppock BUYs and SELLs (both official and unofficial), Golden Crosses and Death Crosses are shown.

The Golden Crosses and Death Crosses are based on the 50 and 200 day Weighted Moving Averages.

The "Chart Item" drop down list in Chart now has a new option to show the Coppock Indicator.

For more information go to theGlossary

16 November 2008

The Charting function has been improved.

You can now specify exact dates for the chart duration.

You can set three sets of moving averages for a Price chart.

You can now see charts for a range of indicators such as EPS, dividend, PER and Net Debt.

Several more sizes of chart have been added

The charting data is now updated daily rather than weekly.

1 April 2007

Absolute Strength (i.e. change in price) over 1,2,3,4 and 5 years and 1,3,6,9 months are displayable and selectable in the Share Selection as AS_Year, AS_2Year, AS_3Year, AS_4Year, AS_5Year, AS_Month, AS_3Month, AS_6Month, AS_9Month columns.

1 January 2007

Actual Performance over 2,3,4 and 5 years are displayable and selectable in the Share Selection backtesting as the Perf_2Year, Perf_3Year, Perf_4Year and Perf_5Year columns.

Relative Strength over 4 years and 5 years is now displayed in Share Details. These columns are displayable and selectable in the Share Selection as the RS_4Year and RS_5Year co lumns.

22 October 2006

Share Selection searchable columns are now available for 5 year growth records in addition to the existing 3 year growth records. They are:

EPS_Growth_5Yr, Div_Growth_5Yr, Cashflow_Growth_5Yr, NAV_Growth_5Yr, NTAV_Growth_5Yr, Turnover_Growth_5Yr

Two new searchable columns have been added showing the Price/Earning ratio and Price / Cashflow ratio based upon 5 year average EPS and 5 year average Cashflow PS.

The column names are PER_Avg_EPS_5Yr and PCF_Avg_Cashflow_5Yr

22 May 2006

A Search button has been added.

5 May 2006

The "Share Name" search box in Share Selection will now pick up EPIC codes as well as Share Names.

2 May 2006

Edit Query now includes check boxes options to show null values. If "Show Null" is checked then shares with undefined values for a search will be shown.

Example uses are to pick up shares where Gearing is undefined such as banks, or that do not have an Interest Cover value because they have net interest received.

23 April 2006

Share Selection has been rewritten to fix intermittent problems with selection of data that users have been having.

Two new buttons have been added to the Share Selection screen.

Home - takes the user back to the main screen

Reset - Sets the screen back to the default starting selection

A home button has also been added to Share Details.

12 April 2006

There is a new searchable column called Last_Updated which shows the last date a Share's data was Updated.

You can now pay for Sharelockholmes yearly through Paypal by sending a payment toadmin@sharelockholmes.com

4 April 2006

Share Details now has a new checkbox option "Convert Reported Currency to £".
If unchecked this will show details reported in €, US $, Australian $ or Canadian $ in their original currency.

2 April 2006

Two new searchable columns have been added, which are used in the Joel Greenblatt method, described in the "The Little Book that Beats the Market".

They are:

ROC - Return on Capital

Defined as EBIT (Earnings before Interest and Tax) * 100 / (Net Working Capital + Tangible Assets)

Net Working Capital is defined as Inventory + Receivables + Other Current Assets - Current Liabilities

Earnings Yield

Defined as EBIT / Enterprise Value

Enterprise Value = Marketcap + Prefs + Minorities + Net Debt

A Greenblatt standard filter has also been set up.

1 March 2006

Saved Queries now have a comments box in Query Edit. The Standard Queries will have informative descriptions. Users will be able to make their own notes about their queries.

9 October 2005

The User interface has been cosmetically improved

18 August 2005

The User Guide has been changed to fix the problems some users were having in viewing images.

3 August 2005

You can now put in date queries using today's date using the GETDATE() function. For example if you wany to show all Shares with a Final Ex Dividend date in the next week you would put in the following queries:

Final_Ex_Div_Date<=GETDATE()+7

Final_Ex_Div_Date>GETDATE()

24 July 2005

Several changes have been made to terminology in Share Details to reflect changes brought in by the new IFRS accounting standards.

Turnover has been renamed Revenue

Investments under Fixed Assets has been renamed Other Non-Current

Stock has been renamed Inventory

Debtors has been renamed Receivables

Creditors < 1 Year has been renamed Current Liabilities

Creditors > 1 Year has been renamed Non-Current Liabilites

Profit and Loss has been renamed Retained Earnings

21 May 2005

Search columns are now available for PER, Yield, EPS_Growth, PEG and Dividend Cover that are based on Historic, Forecast and 2 Year Forecast EPS and Dividend Per Share values

Dividend Yield now has Yield_Historic, Yield_Projected, Yield_Rolling, Yield_Projected2 and Yield_Rolling2 columns.

PEG now has PEG_Historic, PEG_Projected, PEG_Rolling, PEG_Projected2 and PEG_Rolling2 columns.

EPS Growth now has EPS_Growth_Historic, EPS_Growth_Projected, EPS_Growth_Rolling, EPS_Growth_Projected2 and EPS_Growth_Rolling2 columns.

Dividend Cover now has Div_Cover_Historic, Div_Cover_Projected, Div_Cover_Rolling, Div_Cover_Projected2 and Div_Cover_Rolling2 columns.

Share Details now shows the 2 Year Forecast PER, Yield etc. figures for Rolling and Projected Values by checking the "2 Year" box.

You can now swap between the one year and 2 year forecast changes by clicking the radio buttons above forecast changes.

4 May 2005

EV / EBITDA added to the ratio history section of Share Details.

12 April 2005

You can now chart various indices eg AIM or the All Share index. These are shown on the chart screen.

Percent 2 Year EPS Forecast changes over one week, one month and three months are now shown in Share Selection. These values can also be searched and displayed using the Forecast2_Change_Week, Forecast2_Change_Month and Forecast2_Change_3Month columns.

26 March 2005

Special dividends are now shown in Results history as
Normal Dividend + Special Dividend.

e.g. for 2004 SGI is shown as 2.00+8.0 showing a 2p normal dividend and an 8p special dividend.

25 February 2005

Depreciation and Operating Cash Flow added to Results History in Share Details.

1 February 2005

Share Details now shows the FTSE Index a share belongs to eg FTSE100.

SMALLCAP and FLEDGLING have been added as FTSE indices. Shares belonging to no FTSE index will be shown as NONE.

A message will appear when a user's subscription approaches the expiration date, and also when the User needs to Login or Register.

4 January 2005

Numeric columns can now be compared with other columns. For instance a query to list shares reaching new highs would include Last_Price >= Price_High_Yr as part of a filter. Filters called "New Highs" and "New Lows" have been set up to show shares reaching 52 week highs and lows.

Several extra columns have been added for Selection and query.

They are:

PER_Rolling2 - Will show the rolling 2 year forecast PER . If both the next forecast and 2 year forecast PE ratios are available then the rolling PER will be based on both, as a ratio of the time passed since the results year end date.

eg. If the date is 30 April and year end for a company was 31 December, the next forecast EPS is 4p, the 2 year forecast EPS is 6p and the price is 100p then:

Rolling PER 2 = 100 /(((12-4)/12) x 4 + ((4/12) x 6)) = 100 / 4.66 = 21.4p


PER_Projected2 - Will show the PER based on the 2 year forecast EPS if available.

Price_High_Yr - Will show the highest share price attained in the last 52 weeks.

Price_Low_Yr - Will show the low share price attained in the last 52 weeks.

Year_End_Date - The date of the financial year end.

Final_Ex_Div_Date - The last date that a shareholder is eligible to receive the Final Dividend.

Interim_Ex_Div_Date - The last date that a shareholder is eligible to receive the Interim Dividend.

1 December 2004

Share Details now has a new option button called "Rolling", between Projected and Historic. This will show the rolling PER, Yield, PEG and EPS Growth.

30 November 2004

Share details now shows the following date information:

Year End Date - The date of the financial year end.

Final Ex Div Date - The last date that a shareholder is eligible to receive the Final Dividend.

Interim Ex Div Date - The last date that a shareholder is eligible to receive the Interim Dividend.

The year shown above the historical data now relates to the year end date of the results rather than the date the results were announced.

29 November 2004

Several extra columns have been added for Selection and query.

They are:

PER_Rolling - Will show the rolling PER . If both forecast and historic PE ratios are available then the rolling PER will be based on both, as a ratio of the time passed since the results year end date.

eg. If the date is 30 April and year end for a company was 31 December, the historical EPS is 4p, the forecast EPS is 6p and the price is 100p then:

Rolling PER = 100 /(((12-4)/12) x 4 + ((4/12) x 6)) = 100 / 4.66 = 21.4p

The PER field in Share selection now shows PER_Rolling rather than PER_Historic or PER_Projected. This should alleviate sudden changes in the PER ratio as new Final results are reported.

Yield_Rolling - The rolling dividend yield, calculated similarly to the rolling PER

PER_Sector_Ratio - Ratio of the PER to the PER of the Sector a company is in.

PBV_Sector_Ratio - Ratio of the PBV to the PBV of the Sector a company is in.

PER_Hist_Avg_Ratio - Ratio of the PER to the historical average PER of a company back to 03/2000

PBV_Hist_Avg_Ratio - Ratio of the PBV to the historical average PBV of a company back to 03/2000

25 November 2004

Query Edit now has an extra drop down option operator called 'IN'. You can use it to select a range of values, separated by commas. For instance you could put in 'FTSE_Index IN FTSE100,FTSE250' to show shares in the FTSE 350, or 'Sector IN MINING,OIL AND GAS' to show resources shares.

31 August 2004

If you click on the share name in Share Details you will be linked to a list of company announcements for the selected share.

Share Details now shows a link to a chart of the selected share.

You can now select whether to look at a share's chart or the detailed financials when you click on the EPIC link in Share Selection.

23 August 2004

The Edit Query screen has a new button "Copy" to allow you to copy a query. There is an option to delete your original query so allowing you to rename a query.

When you click the "Edit Query" button in Share Selection, the Edit Query screen query dropdown value will be transferred from Share Selection.

5 July 2004

Share Details now shows the number of Ordinary shares in issue.

28 June 2004

You can now select AIM stocks in Share Selection by querying FTSE_Index = AIM. The FTSE_Index drop down now includes AIM as an option.

Several extra columns have been added for Selection and query.

They are:

PEG_All - Will show the PER to Growth ratio or PEG, if positive, regardless of whether the company has a recent growth record. Note that the PEG column has been tightened up to show only companies with four consecutive years of EPS growth (either historic or Projected).

Piotroski_Score - A scoring system used for measuring the health of low Price to Book companies. It varies from 0 to 9, 9 being healthiest. Property companies and financials are excluded.

See:

http://boards.fool.co.uk/Message.asp?mid=8523931

for further details

EV_EBITDA - Ratio of Enterprise Value to Earnings before Interest, Taxes, Depreciation and Amortisation (and Exceptional items).

Turnover_Growth_Historic - Turnover growth over the last year.

Turnover_Growth_Historic, Turnover_Growth_3Yr - Turnover growth over the last three years.

1 June 2004

The Edit Query Screen now has a button called "Run Query" which will run the selected query directly in Share Selection.

21 May 2004

The Edit Query Screen now has a check option to choose whether to show the predefined queries in the Share Selection query list.

Individual Predefined Queries can now be hidden from the user by selecting them in Edit Query and pressing the Delete button

26 April 2004

The Sector/Sub Sector Selector now has an extra option called FTSE Index which allows selection on FTSE 100 and FTSE 250 companies. There is also a searchable and selectable column called FTSE_Index which can be used in queries.

Relative Strength over nine months two years and three years is now displayed in Share Details. These columns are displayable and selectable in the Share Selection as the RS_9Month, RS_2Year and RS_3Year columns.

20 April 2004

The Share details screen now has buttons called "Projected" and "Historic" that switch PER, Yield , EPS Growth and PEG to show either the Historic or Projected (forecast) values. This will only take effect if forecasts are available.

7 April 2004

The Share Details screen now shows Forecasts for two years ahead if they are available

5 April 2004

You can now type over the price in the Share Details screen. This will update the Ratios such as PER and yield to see what they would be at a certain price.

15 March 2004

A Chart option has now been added. There are options to show simple or exponential moving averages, Logarithmic scales and comparisons between shares.

3 March 2004

Sharelockholmes is now a subscription site. Click on theSubscription option to continue using Sharelockholmes's powerful database. You will get one month's free use and then the charge will then be £3.95 per month which compares favourably with many rival sources of quality share information.

18 February 2004

Share Details now shows up to a six year history of Investment ratios such as PER, PBV and Dividend Yield.

16 February 2004

Net Assets Value and Net Tangible Asset Value Growth over one year and three years are now displayed in Share Details. These columns are displayable and selectable in the Share Selection as the NAV_Growth_Historic, NAV_Growth_3yr, NTAV_Growth_Historic and NTAV_Growth_3yr columns.

9 February 2004

A new Export button has been added to Share Selection. This will write a share selection to an Excel spreadsheet.

26 January 2004

A password reminder option has been added to the login screen.

25 January 2004

The Share Selection screen now has an dropdown option to select on either Sector or Sub Sector. There is also a displayable Sub Sector column.

The Share Details screen can now show Sector averages based on Sector or Sub Sector. An option box will switch between Sector and Sub Sector. The Sector or Sub Sector name will also switch to the appropriate value.

Percent EPS Forecast changes over one week, one month and three months are now shown in Share Details. These values can also be searched and displayed in Share Details using the Forecast_Change_Week, Forecast_Change_Month and Forecast_Change_3Month columns.

Relative Strength over three months and six months is now displayed in Share Details. These columns are displayable and selectable in the Share Selection as the RS_3Month and RS_6Month columns.

Actual Performance over three months and six months are displayable and selectable in the Share Selection backtesting as the Perf_3Month and Perf_6Month columns.

The Latest Price change % is displayable and selectable in Share Selection backtesting as the Last_Price_Change column

2 January 2004

A new option has been added - Legal, which contains the Terms of Use of this site. Note that changes have been made to the terms of use. A Privacy Statement has been added.

The maximum length of an email address has been increased from 30 to 60 characters. If your email address is greater than 30 characters in length please update it in the Change Details Option.

9 December 2003

Share Details now has left/right buttons to scroll the Share History backwards and forwards in time.

29 November 2003

A new Search function has been added onto the menu. You can search for a share by EPIC code or by Name. Type in a value into the text box next to "Search" and press Return or click on "Search". You will be taken either to the appropiate Share Details screen or to a list of possible Shares.

29 November 2003

A new option call Watch List has been added to Query Edit. If the watch list check box has been set the query will give an "OR" result rather than the usual "AND" result. This can be used to set up a watch list of shares by selecting:

EPIC = ShareName  

for each share you wish to watch in the Search Columns.

25 November 2003

A User Guide has been added that gives help on the main functions of Sharelockholmes.com.

11 November 2003

A new backtest function has been added. To use it, just change the Date drop down list on the right hand side of the "Share Selection" screen and your query will be shown as it was at that date. There are two new columns you can add in Edit Query called Perf_Year and Perf_Month which you can see the actual performance of a share after the backtest date. These columns will only show up in back testing. Note some delisted shares will not show up in the results.

11 November 2003

A new query column called Earnings_Quality has been added. This shows the ratio of the Basic EPS to the Adjusted EPS. This could be used for filtering out shares with large exceptional items.