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Navigating the site menus
Daniel Smith avatar
Written by Daniel Smith
Updated over 3 years ago

Wherever you are on Stockopedia, the main Navigation Menus are always at hand to help you find your way around the platform with just a few clicks.

The Search Box, Alerts and Profile Settings can all be found in the main bar across the top of the page. Site navigation tabs can be found down the left-hand side.

Here is an overview of where the different tabs and buttons will take you.

The Main Bar

  • Clicking the Stockopedia logo is your fastest route back to the main home page (which we call the 'Today' page). The Today page it where you’ll find key market data and statistics, updates about your Folio performance and news about your holdings, as well as a host of other information.

  • The Search Box is the fastest way to begin exploring stocks, screens, blogs and educational resources.

  • Clicking the Alerts button will allow you to create new stock alerts and view existing ones.

  • The personal Profile Settings button will take you to your site settings. This includes data settings, notifications, account and billing information and security.

The Main Navigation

On the main navigation menu, areas such as Browse, Screens, Folios and Discuss all have their own sub-menus to help you pinpoint exactly what you are looking for. Here is an overview of what you'll find in those sections:

  • Browse gives you options to explore the Stockopedia directory, which includes market indices, sectors and other instruments. It’s also here that you’ll find links to the Stockopedia Ratings screens and Guru Screens. This is home to a universe of screening ideas based on Stockopedia’s StockRanks, Styles and RiskRatings. It’s also where you’ll find more than 60 guru-inspired investment strategies.

  • Screens will take you to where you can create new stock screens and view existing ones. Again, a sub-menu will open to help you find your way around the Screens area.

  • Folios will take you to Stockopedia’s suite of portfolio construction, management and analysis tools. Here you can manage your holdings, create new watchlists and get a detailed overview of your folios.

  • Discuss is your gateway to the Stockopedia Community. It’s home to the main Discussion stream and is a quick way of starting and getting involved in conversations with other Stockopedia users. The sub-menu will point your to popular categories, blogs and authors.

  • Learn is where you can find Stockopedia’s extensive library of education resources, product guides, videos, webinars and glossary.

Hover menus

By default, the sub-menus for each of the main areas always stay open on the page that you are on.

But for faster and easier navigation around Stockopedia you can activate hover navigation by clicking the X at the top of any sub-menu to 'Unpin' it.

With hover navigation activated, you can hover over the main menu to make any of the sub-menus appear instantly (and disappear when you move away). That makes navigation faster and easier and also creates more space on pages.

If you wish to return to the sub-menu staying open on the page, you can pin it back using the 'Pin' button.

The Pager

Browsing through lists of pages like Stock Reports, Accounts, Company News and Charts is made easier on Stockopedia with the help of the Pager.

The Pager removes the need to keep clicking backwards and forwards. When you open the first page in a list of items (such as the first StockReport on a stock screen), you'll see 'Previous' and 'Next' navigation arrows appear at the top of the page. You can click those buttons or use keyboard arrows to quickly flick through the rest of the StockReports without having to return to the list. This makes navigation faster and easier.

Breadcrumbs

Breadcrumbs are an additional navigation aid that you can find at the top of most pages across Stockopedia. They tell you whereabouts on the site you are.

If you are viewing a stock in the context of a list, such as a Folio, Screen or Index, the Breadcrumbs and the Pager will reflect this. The Pager then allows you to quickly flick through the items in that list, which makes it easier to retrace your steps without having to start over.

If you have reached a page without using the hover navigation, the breadcrumb trail will default to the sector and industry group. This is useful because it provides context and detail about where the page is and where you might choose to go next.

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