Documentation for Equishark: how to screen stocks, build watchlists, track portfolios, create custom filters and read company financials.
Equishark is a powerful research tool that will help you select stocks from Stock markets all over the world such as the NYSE, ASX and FTSE for your value investing portfolio. To give you more confidence in your selection you can create as many portfolios as you like, backdate the stock purchases and see how they evolve over time without laying out a cent. For all the exchanges available in Equishark, the stock data is updated daily and historical data going back a number of years is available to do your research with.
Your research is streamlined by using Equishark’s ability to filter stocks and only show those that match the filter criteria. Equishark comes out of the box with a set of powerful filters so that you’re up and running straight away. In addition more advanced users can easily create their own custom filters for even more powerful filtering.
A picture is worth a thousand words, so in order to make your stock selection easier Equishark has an extensive set of visualisation tools showing various aspects of stock performance over time.
Create an Equishark account or sign in: guest access, signing up with a password, and the terms and privacy policy you agree to.
02The Equishark home page: what each tile shows, and how to move between the stock screener, your Watchlists and your portfolios.
03The Discover screen in Equishark: apply a stock filter, page through the companies that match it and add any of them to a Watchlist.
04Create and edit custom stock filters in Equishark: choose which fields to include, set the value range for each, then reorder or delete them.
05Copy an existing Equishark stock filter and use it as the template for a new one, instead of building every custom filter from scratch.
06Pro filters in Equishark: screen companies on metrics measured across a time period, for narrower and more specific results.
07Create a Watchlist in Equishark, add companies to it, and chart their financial reports and metrics over time.
08Track a portfolio in Equishark: create one, add trades with their date, code and currency, and follow how its value changes over time.
09Manage your Equishark profile: view your usage statistics, send feedback, change your details or delete your account and its data.
10The Billing section in Equishark: every transaction on your account with dates and amounts, alongside your credit usage history.
11Equishark pricing: buying credits to reach the paid parts of the app, what a credit is, and where to see how yours have been spent.
12Send feedback to the Equishark team from inside the app, and tell us what you would like the product to do next.
13Getting support for Equishark: browse the help topics or send your question to us directly from inside the app.
14The Equishark help section: video tutorials covering each part of the app, so you can get up to speed without reading the whole manual.
15The About tile in Equishark: what it shows about the app, and how to send a usage report to our support team.
16How to log out of your Equishark account from the app, and what to expect the next time you log back in.