A Path to Forever Financial Freedom

Invest Like a Pro During This CNY With ShareInvestor WebPro

Publish date: Wed, 10 Feb 2021, 09:32 AM
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This is a personal blog that keeps journal for my pursue of financial independence by the age of 35.

Putting myself in the shoes of someone who has just started investing, it can be overwhelming to know where and how to start given the abundance of information we have on the internet to choose from. 

Because of this, there is often information that was published that we were unsure if the source provided is correct, and this can be vital especially if you are relying on the information to make a key important decision to put your money on.

WebPro - is a one-stop web-based comprehensive information developed by ShareInvestor to consolidate all of this information into one single platform.

As an investor myself who spent countless hours each day browsing through the financials and information on the company, I can totally see the benefits of using WebPro in terms of efficiency and productivity.

These are some of the key features of WebPro which I personally find useful and interesting:

Fundamental Analysis

Webpro features a comprehensive profile on the company's fundamental and financial information that would please a fundamental investor's desire to deep-dive into the analysis.

The table appended below shows how the Profit & Loss, Balance Sheet, and Cash-Flow information are presented in a single chart, which provides an easy quick glance for investors to make an informed decision.




The Financial Ratios chart is also very useful because it embedded very comprehensive lists of ratios that would be important in an analysis such as the Price/Free Cash-Flow, Cash Conversion Cycle, Inventory Turnover Ratio, Debt to Equity, Cash Ratio, and many more.

The platform also allows investors to compare the performance of up to 10 stocks at a single time.

This could be particularly useful if you are trying to compare the financial metrics of different companies in a sector (e.g banks).



Insider Trades

According to SGX Listing Rules, companies are required to disclose material information pertaining to substantial shareholder's buy or sell trades once the shareholder's stake exceeds the 5% threshold. This will allow minority investors to have a transparent view of what is happening and make key important decisions to their stakes.

To find out this information, investors may head to the SGX website, go to "Securities", and then under the announcement select "Disclosures / Change of Interests".


While the SGX website is able to allow investors to view this information openly, investors can alternatively use the Webpro feature to view this consolidated information easily.

To view the insider trades, go to "Fundamental", then select "Insider Trades".

For instance, in the table appended below, Yangzijiang (BS6:SI) has insider trades on the 7th January 2021 this year, while the previous one before that was on the 2nd March 2020.

Investors may view insider's trades as positively or negatively depending on the decision and number of shares the trade was made.


Seasonality Monthly Chart

One thing I particularly like about the Webpro feature is the Seasonality Chart which breaks down the historical return of a company by each month for the past 10 years. The Seasonality Charts returns are calculated using the adjusted historical data - which means the adjustment would have taken into account the likes of any rights issue, bonus issuance, share splits, and dividends paid out.

This is important for some industries because certain parts of the year might be more cyclical than others (e.g: retail, e-commerce). Some companies may also return better during the period before they report for their full-year earnings, so these are small clues and patterns which you can investigate further.

For instance, Jardine Cycle & Carriage tends to perform better historically in the months of April and December as compared to the other months. This could be because it coincides with the peak season sales of their automotive industry in December and also upon the announcement of their full-year earnings in early March which they will usually announce also a dividend declared.



C2 Chart

The C2 Chart is an interactive charting tool for technical analysis that allows traders to plot indicators such as Moving Average (MA), Average True Range (ATR), and Donchian Channel Indicator.

The ATR14 is an indicator commonly used to track the level volatility in a particular stock. It is taken by taking the greatest of the current high less the current low, the absolute value of the current high less the previous close, and the absolute value of the current low less the previous close. Simply put, a stock with a higher level of volatility spread will have a higher ATR, and a lower level of volatility stock has a lower ATR.

For instance, you might notice that DBS tends to have a higher ATR than its peers such as OCBC.

When the market is bullish, DBS is exhibiting a higher ATR14 than OCBC, and the same characteristics vice versa when the market is going down. This suggests that investors who are invested in DBS will experience a larger spread price movement than its counterpart in OCBC.

DBS Chart


OCBC Chart

The C2 chart also features popular break-out indicators such as the Donchian Channel strategy.

The Donchian Channel indicator is a strategy play that tracks the upper and lower band of a particular stock movement that provides a signal on potential breakout or breakdown movement.

The Donchian Channel has 3 parts:
i.) Upper Band: 20-Day High
ii.) Middle Band: Average of the Upper and Lower Band
iii.) Lower Band: 20-Day Low

The default setting for the Donchian channel is 20 days but you can change it to 50 days if you like slightly mid to longer term.

To identify breakouts, look out for intraday movement of the stock that crosses the band of the Donchian upper band, as indicated in the charts below.

This yields a better result if you have a higher volume and lower ATR than the normal trading period.

As you can see in the Micro-Mechanics example below, the stock gave a couple of potential breakout signals in Jul, Sep, Oct, and early January this year before the big run-up.


Screener

One of my favorite features in WebPro (apart from the C2 chart), is the ability to screen for companies.

You can do this by screening bottoms-up where you filter for certain criteria that you like such as dividend yield > 5%, ROE > 10%, Debt/Equity < 30%, and then the screen will filter out for you.

What I particularly like as part of the portfolio series in screening is that they have already pre-selected the metrics for you depending on the style of investing you are as an investor.

For example, if I am a trader and a momentum follower (which I am mostly for overseas stocks), I would be interested in selecting the trend following metrics.

The screen will then filter based on the few key metrics such as RSI, ADX Trend, Bullish ADX, and Moving Average and return lists of stocks that meet this criterion.




The screener also has very specific pre-selected defined templates based on the requirement you want to generate the lists of stocks you desire. I have so far tried out bullish reversal stocks, so I'll be looking to try out the rest in due time.


Final Thoughts

WebPro is a very useful platform that I tend to use on a daily basis when I am searching for information and doing chart analysis.

The great thing about the platform is it covers a wide array of overseas stock markets as well as on top of the local Singapore market. So if you are someone who is keen on investing in the overseas market (my wife is interested in the Indonesian market), she is able to also use the chart and information on WebPro.

If you are keen on trying out some of the features themselves, do head down to the sign-up link here Membership Subscription - ShareInvestor.com with a 3F Coupon Code / Promo Code (SG3FFF) that will allow you to enjoy a $10 rebate, so don't forget to use it when you check out.

After the $10 rebate off using my promo code, you are now entitled to only pay $221.80 when you sign-up for the 12-month subscription service. This is only equivalent to about 60 cents per day (which is like a cup of coffee that you order from your neighbourhood hawker these days).



In order to take advantage of the CNY PROMO DEAL, ShareInvestor is further providing to participants and new users the LUCKY DRAW and win up to $138 in cash when new users sign up between 10th - 21st February 2021.

So grab those chances and sign-up now. You might get both savvy and lucky in this Ox year ahead.



Disclaimer: This post is a collaboration with ShareInvestor but all opinions stated are purely mine based on my own experience using WebPro.

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