Stockle’s Latest Release: Delayed Real-Time Pricing, Massive UX Upgrade and Much More!

Hey there, fellow investors!

For the past few months, we’ve been heavily focused on rolling out the new release for our awesome users. Key focus areas in this release were to maximise ease of use and enhance the experience of staying connected to continuous market movements. Therefore, we took a moment to analyse how we could integrate 15 minutes delayed pricing into Stockle while maintaining the intuitive user experience with all of the new features. This led to more changes than we originally anticipated. After some trial and error, we’ve finally nailed it, and as you now log in to your Stockle account, we can guarantee that your idea of investment management is changed forever.

Our goal was never just to build a platform that investors use because it somewhat fits their requirements. Instead, we aimed to go further and actually build an intuitive next-gen hub for managing investments, one that surpasses by miles what investors have come to expect from their traditional brokerages.

If you haven’t yet taken the step into the world of investment management, give this blog a read and head over to Stockle! Let’s dive right in what’s new.

Enhanced user experience with a fresh new layout

As spring arrives, every household requires some cleaning up to do. That’s exactly what we did at Stockle as well. We took a moment to reorganize features, added a new side bar, and improved the hierarchy of analytics. Navigating across different features is now easier than ever, with efficient access to the information you need the most. Whether you’re a seasoned investor or just getting started, our revamped interface ensures a seamless and enjoyable experience.

Delayed real-time pricing at your service

From now on, you don’t have to wait for the markets to close to view your daily gains. Log into your Stockle account at any time of the day and view how your investments are performing. For most securities the prices are 15 minutes delayed. This invaluable data ensures that you’re always in the loop, allowing you to make timely adjustments to your strategy. But also, let’s be honest, tracking a big gainer for the day is just simply fun.

Daily Gains Tracking — Side Activity for Your Office Work

The daily gains analytics is available at position, portfolio and aggregated level. The easiest way to get a quick view on your investment’s daily performance is through sideview where all your positions daily movements are updated continuously while indicator tells you which securities’ exchanges are open. This real-time insight empowers you to make informed decisions and seize opportunities as they arise.

Simply drop a file, and Stockle will take care of the rest

In our previous release, we introduced the initial version of the data import feature. Now, we’ve enhanced it further. You can now import your entire transaction history, including purchases and sales. What’s even more intuitive is that you can specify whether the data is split-adjusted or not. Typically, transactions exported directly from brokers are not adjusted, whereas if you’ve used platforms like Yahoo Finance, you likely have split-adjusted your holdings for potential splits. When importing, Stockle will consider your existing data and the upcoming data in the FIFO process.

Perfecting dividend investor’s toolkit

For a more detailed view of your dividend income, we’ve added a new feature that allows you to analyse individual dividend payments and view total income by month or year. This feature enables you to preview confirmed dividends for the upcoming year and also allows you to track how your dividend income has grown over time.

Cost Basis line — The truth teller for your investments

Visualize the cost basis of your portfolio over time, while comparing it to the market value of your portfolio. This powerful tool considers the inflow and outflow of money over time from your portfolio and presents the exact value you have invested at any given point in time. Assess the performance of your investments and optimize your portfolio for long-term success.

Cash Flow Table — Analyse your investing behavior

Gain deeper insights into your portfolio’s cash flow with our new cash flow table feature. Track the amount invested against the value of assets sold by each year across your investing history.

Start for free now!

We’re incredibly excited to bring these new features to our platform and empower you to take control of your financial future. Whether you’re a seasoned investor or just starting out, we’re committed to providing you with the tools and support you need to achieve your investment goals.

Ready to supercharge your investing performance? Head over to Stockle and explore all of these features and more!

-Team Stockle