This Help Page provides you with answers to our most frequently asked questions. Select the topic that relates to your question, and then a series of FAQ will appear that relate to that topic. If you cannot find your question from the list below, please feel free to contact us and a member of our team will respond to your inquiry.
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Home Page
The Upickstocks.com home page is your portal to all of the great features you’ll find on our community. From the home page itself, we encourage you to join the community, use our recommendation quick search features, or view the top individual scorecards and company posts. Alternatively, navigate to the many other useful pages within the community by clicking on the tabs and other useful links.
What can I do from the home page?
The home page gives users quick and easy access to login, perform a recommendation search by ticker or other parameter, view the top scorecards and company posts, or submit a recommendation. If that isn’t enough, you can also navigate to the advanced search page for a targeted search.
How do I find recommendations quickly?
The Recommendation Quick Search allows users to search for recommendations quickly and easily. Search by type, industry, ticker, or by Scorecard and you’ll get results instantly!
What are the Top Individual Scorecards?
The Top Individual Scorecards are those users that have the highest overall return from their recommendations. When a user submits a recommendation, Upickstocks.com tracks the performance of that recommendation and aggregates it into what we call the Scorecard. The Top Individual Scorecards shown on our home page are for those users who have the highest overall performance out of all users within the community.
What are the Top Company Posts?
The Top Company Posts are those companies that our users have written about most. In the Top Company Posts box, you see the ticker symbol of the company and the number of recommendations submitted for that company within the last 30 days.
I want to submit a recommendation right away. How do I do that?
In order to submit a recommendation, you must be a member of Upickstocks.com. Members must first be logged in and then click on either the Submit a Recommendation tab at the top of the screen or on the link in the Submit a Recommendation box at the bottom of the page. If you are not a member, then click on the Sign Up Now link to become a member and then follow the instructions on the screen (signing up takes about 2 minutes). Once you’ve joined the community, you can submit a recommendation by following the instructions above for members.
Advanced Search
The advanced search page is one of the most powerful and useful pages within the community. Using the many filter options, it allows you to search quickly and easily for recommendations.
I don’t understand some of the search terms. Do you have definitions?
Yes, all of the search terms are defined for you. Just click on the question mark next to the search term for a complete definition.
What if I’m not sure what I’m looking for?
No problem – Upickstocks.com was built for people just like you! If you’re not searching for something particular, then leave all of the search fields unselected and just click on “Get Ideas!” You will then see all of our recommendations in chronological order.
How do I search for recommendations for a particular company?
It’s easy. Go to the section entitled “Ticker / Company Name” and simply type in the ticker symbol of the company you’re looking for. Then click “Get Ideas!” and you will be taken to our Search Results page where you will see all of the recommendations we have for that particular company.
Can I search using multiple criteria?
Absolutely! All of the search options within each section can be used in any combination. Your search can be as general or as detailed as you like. Simply select the search criteria that you want and then click on “Get Ideas!”
Search Results
Our search results page displays the output from your search and was designed for maximum flexibility and ease-of-use. Find ideas quickly by sorting columns, viewing Scorecards, and selecting specific companies.
How do I view a recommendation?
To view a recommendation, click on one of the multi-color icons in the far left column. The icons are colored coded to reflect specific types of recommendations – “G” for growth, “V” for value, “D” for dividend, and “S” for short.
I want to sort my search results. How do I do that?
It’s easy. Just click on any of the blue column headers. Your search results will then be sorted based on that column. To sort in reverse order, simply click on the blue header again.
I found a company that interests me. How do I see more recommendations just for that company?
No need to go back to the Advanced Search page. Simply click on the name of the company directly on the Search Results page. All of the recommendations in our database for that company will then appear.
What do the letters underneath “Subjects” mean?
The letters underneath the “Subjects” column tell you what topics are addressed in a recommendation. Those letters allow you to quickly scan for topics that are of interest to you without having to open and read every recommendation. Specifically, the letters stand for the following:
A – Acquisition |
I – Industry |
C – Competition |
M - Management |
E – Earnings Call |
R – Ratio Analysis |
F – Financials |
T – Insider Trading |
O – Other |
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How often is “Current Price” updated?
Market quotes on Upickstocks.com are updated once per day at the end of each trading day.
How do you calculate “Return?”
Return is calculated by taking the difference between the current price and the price on the recommendation date, and then dividing by the price on the recommendation date. For short recommendations, the calculation is the same but multiplied by -1.
What does “Views” mean?
The views column refers to the number of times users have read a particular recommendation. For example, if you see 107, this means that this particular recommendation has been viewed 107 times.
I know Upickstocks.com has open and closed recommendations. Are both displayed on the Search Results page?
Yes, both open and closed recommendations are displayed on the Search Results page.
My UPickStocks
This page is your personal home page within Upickstocks.com and was designed just for you! View your Scorecard, submit recommendations, track companies and users, communicate with other members, or manage your profile.
 My Scorecard
My Scorecard is your report card for your recommendations. It’s where you and other members of our community can evaluate your performance. Your Scorecard also contains many functions, including closing and updating recommendations and much more!
 Compose Recommendation
This is where you can write about all of your great ideas! Completing a recommendation doesn’t take long, and our easy-to-use template will guide you through the process.
 My Watch List
My Watch List is a useful tool where you can track companies and users of interest to you. Monitor your favorite users and stay up-to-date on their thoughts. Also, access recently submitted recommendations for companies that you’re interested in with one simple mouse click.
 My Communication
One of the many great tools on Upickstocks.com, it’s your method to communicate with other members, share ideas, or send and receive feedback on recommendations. You can also communicate with the staff at Upickstocks.com if you have problems or suggestions.
 My Profile
The My Profile page is an opportunity for you to update your private and public profile. You should update both profiles as your information changes.
How are the Scorecard Statistics calculated?
Open Recommendation Average
The Open Recommendation Average is calculated by adding the returns of each open recommendation and then dividing by the number of open recommendations.
Closed Recommendation Average
The Closed Recommendation Average is calculated by adding the returns of each closed recommendation and then dividing by the number of open recommendations.
Overall Recommendation Average
The Overall Recommendation Average is calculated by adding the returns of both the open and closed recommendations and then dividing by the number of open and closed recommendations.
Winning Percentage
The Winning Percentage is a measure of accuracy and is calculated by counting the number of open and closed recommendations that have returns greater than or equal to 0.00% and then dividing by the total number of recommendations.
All-Time Best
The All-Time Best statistic simply lists the recommendation, either open or closed, with the highest return.
All-Time Worst
The All-Time Worst statistic simply lists the recommendation, either open or closed, with the lowest return.
Number of Users Tracking
This statistic measures popularity and is the number of members within Upickstocks.com who are tracking this particular user.
What’s the difference between an open and closed recommendation?
An open recommendation is one that is still active and whose return is updated each day when Upickstocks.com updates stock prices. A closed recommendations is one that is not active and whose return is not updated each day with Upickstocks.com updates stock prices. As an analogy, think of an open recommendation as a stock that a user has “bought” but has not “sold” yet. Similarly, a closed recommendation is one that a user has “bought” and has also previously “sold.”
My opinion on one of my companies has changed. How can I update my recommendation to reflect this?
If you want to update your thoughts and do not want to change the recommendation category, (i.e. change from Value to Short), then on your Scorecard in the section where your open recommendations are listed, there is an option called “Update” which allows you to modify your thoughts about your company. After you click on “Update,” simply follow the instructions on the page to complete our update form. If you feel your company is now fully valued and there is little upside, then you should close your recommendation to lock in the return.
How do I close a recommendation?
It’s easy. On your Scorecard in the section where your open recommendations are listed, there is an option called “Close” that will close your recommendation.
Can I have more than one recommendation within Upickstocks.com for a particular company?
It depends. Upickstocks.com does not allow users to have more than one open recommendation in our database for a particular company. This prevents any one individual from over-promoting any one company, and it also leads to Scorecards that more accurately reflect true performance and capability. However, users can submit a new recommendation for the same company that they’ve previously written and closed recommendations for.
How do I add users to My Watch List if I don’t know anyone in the community?
The best way to add users to your Watch List is through your recommendation searches. As you search, you’ll find intriguing thoughts and compelling Scorecards from people you want to track. When you find someone you want to add to your Watch List, click on the link on their Scorecard that says “Add to My Watch List.” That user will then appear on your Watch List.
How is Overall Average calculated?
The Overall Average is calculated by adding the returns of both the open and closed recommendations and then dividing by the number of open and closed recommendations on an individual’s Scorecard.
How is Winning % calculated?
The Overall Average is calculated by adding the returns of both the open and closed recommendations and then dividing by the number of open and closed recommendations on an individual’s Scorecard.
What is No. of Users Tracking?
No. of Users Tracking measures popularity and is the number of members within Upickstocks.com who are tracking this particular user.
How do I know when a user I’m tracking submits a new recommendation?
You can elect to have an email sent to you when users submit new recommendations or when new recommendations are posted for companies on your Watch List. From your Watch List page, select the frequency at which you would like to be notified and then Upickstocks.com will send you an email.
How can I view recommendations that were submitted for a company on My Watch List?
Two ways. First, from your Watch List, click on the link entitled “View” to see the most recently submitted recommendation for your company. Second, from your Watch List, click on a company name to view all of the recommendations in our database submitted for a particular company.
Can I send a message to someone outside of the Upickstocks.com community?
Unfortunately, no. The features on the My Communication page were designed for you to communicate with other members within the Upickstocks.com community.
How do I add someone to My Contact List?
Users will automatically be added to your Contact List when you add them to your Watch List. Also, you can add or delete users from your Contact List from the Contacts tab.
What do I do if I am receiving inappropriate messages from a User?
Please contact Upickstocks.com immediately if you are receiving any inappropriate messages so that we can resolve the situation promptly. You can contact us via the internal messaging system by sending a message to Support, which is located at the top of Your Contact List. Or, you can send us an email at support@upickstocks.com from your personal email address. Either way, please note the User ID of the person sending the message(s).
What is my Private Profile?
Your private profile is the information you submitted to Upickstocks.com when you initially signed up. It is subject to our Privacy Policy, which specifies that Upickstocks.com will never share your information with anyone. You should update your Private Profile as your information changes.
How can I make sure that no one sees my Private Profile?
You can be assured that your Private Profile will not be shared with anyone. Upickstocks.com is legally obligated to keep your information completely private, as detailed in our Privacy Policy.
My information has changed. How do I update it?
It’s easy. Simply click on “Edit Profile” under either the Public Profile or Private Profile sections of the My Profile page. After you have updated your information, click on the Submit button to save your information.
What is my Public Profile?
Your Public Profile is basic information about you that is viewable by our community. It includes your User ID, the state in which you reside, your years of investment experience, and your risk tolerance. Your Public Profile is intended to give our community basic insight into your investment experience and style.
How do I know what my risk tolerance is?
Your risk tolerance is a general measure of how risky your investment style is. It’s subjective, so there’s no specific definition for each. Upon selecting your risk tolerance, Upickstocks.com provides general descriptions such as high, mid/high, mid, mid/low, and low. Select the one that approximates your risk tolerance.
I forget my company’s ticker symbol. How do I find it?
No problem – it happens to the best of us. Underneath the box where you enter your company’s ticker symbol, we have a ticker lookup function that allows you to search by company name.
Why is there a minimum length requirement for recommendations?
Upickstocks.com is the best place to find and share stock ideas because our website contains intriguing and well thought out recommendations. We put a 150-word minimum length requirement for recommendations to help preserve the integrity of the community, and to ensure that Upickstocks.com always gives you the highest return on your time.
I can’t submit a recommendation because either the company name, industry, or market cap field is not populated. What do I do now?
First, retry entering the ticker symbol and then clicking on the “Go” button. The company name, industry, and market cap should then automatically populate. If those fields do not populate automatically, then please send an internal message to Support so that we can fix the problem. In your message, please note the ticker symbol and which fields are not populating. We will then send an internal message back to you when the problem has been fixed.
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