Stock Selection Guide Tools

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How can we improve our Stock Selection Guide Tools?

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  1. List what quarter of the fiscal year is being reported beside the date.

    We would like to be able to complete our quarterly reports forms more easily from the OLT. One data point missing is the number of the quarter of the fiscal year being reported. (ex: Q4 6/30/17) Would also like to see projected relative value on the SCG. (Which is a great tool BTW.)

    2 votes
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    • Export Member sentiment numbers into excel

      I would like to export the member sentiment file into excel

      6 votes
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      • Graphical Stock Comparisons

        Would be nice to be able compare two or more companies graphically for their stock performance for a given time horizon, say 1, 2, 3 or 5 years. (A picture is worth a thousand words).

        1 vote
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        • Add a bulk add feature to create a portfolio

          Allow me to create a portfolio by clicking on existing studies. Ideally, I'd like to also be able to enter the number of shares in a tabular view instead of having to edit each stock in the portfolio.

          another bulk add idea would be to be able just list the ticker symbols and then add the judgment to each SSG in the portfolio

          2 votes
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          • Add industries to the search criteria

            Because we do industry studies it would be helpful to be able to search on individual industries.

            2 votes
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            • I would love it if the Total Asset line would print in the graph on my SSG. I find the visual is really helpful in comparing lots of data.

              Print Total Assets
              I would love it if I could print the Total Assets line for bank studies. Copying the data to notes makes it harder to compare the data.

              1 vote
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                0 comments  ·  SSGPlus  ·  Admin →
              • 0 votes
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                • Pre-Defined Screens should use the same Criteria as manual entry

                  The pre-defined screens use different Criteria that the manual entry for example pre-defined screens use 10 yr Growth numbers for Sales and Earnings and use >10% which is not an option in the drop-down search criteria. Also search criteria use 'EPS R2 5 year greater than 0.9'. Not sure what the cryptic R2 refers to and should be removed and 0.9 and ranges as used in the pre-defined screens dont exist in the manual search. May I suggest that all pre-defined searched use the same search criteria as the user can select to allow a user to enter similar searches…

                  1 vote
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                  • When you turn on the Net Income line in the SSG, make it show up in Print PDF.

                    When you turn on the Net Income line in the SSG, make it show up in Print PDF.

                    4 votes
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                      0 comments  ·  SSGPlus  ·  Admin →
                    • Allow user to expand the active window both vertically and horizontally.

                      Being able to change the vertical and horizontal limits myself and to fit the parameters per my computer setup, would be a big help. Under "My Studies" you cannot see all the columns at the same time.

                      1 vote
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                      • rewrite it!!

                        you get it

                        1 vote
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                        • Integrate more of the info in the "SSG Reference Guide" into the Core SSG tutorial information.

                          Consolidate all guidelines into one area so folks don't have to go between a paper reminder and what's online in the tool

                          1 vote
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                          • Add Company Size to the Company Summary

                            Folks have a hard time remember the company size definitions by BetterInvesting. Consider adding company size that to the Company Summary box based on BI definitions

                            3 votes
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                            • SSGPlus Search return result fields for Sales/Earnings not consistent

                              The Sale & Earnings growth figures in the "search results" for some companies are not consistent with the SSG. For example, stock symbol MOS (Mosaic) shows:
                              Sales = 56.3 & Earnings = 8.6 from the Search results
                              Sales = 2.6 & Earnings = 3.8 on the SSGPlus

                              There are others with just a discrepancy in Earnings.

                              1 vote
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                              • Add the 3 Morningstar grades from the Search Criteria to the SSG

                                The Morningstar fields from the Search Criteria are helpful, and would be even more useful if they can be reflected on the SSG...perhaps in the company info, or on the right side or as a pop-up window.

                                1 vote
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                                • Error in Adding long named file to Portfolio

                                  If a study is saved with a long file name adding it to a Portfolio is a problem. Cant easily get to the check box.
                                  To solve this the dialog box must be horizontally scrollable or the file name needs to be truncated or the dialog box needs to be resizable.
                                  Simplest to to truncate long file names in this dialog box

                                  1 vote
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                                  • Quarterly Data

                                    Limit the Quarterly Data X-axis scale to 50% so the plots will not be compressed, making judgements near 10% data difficult.

                                    1 vote
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                                      0 comments  ·  SSGPlus  ·  Admin →
                                    • Create a One Click method to export .SSG , .ITK .PDF files directly to OCA's FILE STORAGE.

                                      Create a One Click method to export .SSG , .ITK .PDF files directly to OCA's FILE STORAGE.
                                      this would eliminate the 2 step process of first exporting to download folder, then opening OCA to 'upload'.
                                      This would be a similar process to the webinar registration's "one click' method to add a webinar to your calendar.

                                      1 vote
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                                      • Add a Stock Wish List - A list of Stocks to look further into

                                        It would be great to:
                                        0) Create a further review stock list
                                        1) That list could be a portfolio but stocks in a portfolios require that an SSG has been done. Perhaps The Wish List is better in another new list.
                                        2) Have a check box in the search tool to add a stock to the further review list.
                                        3) Enter a table of stocks (from a comma separated text list) that have been found outside of the SSG into the further review list
                                        4) Add a quick preview Data for like one in the stock screen search list.

                                        I…

                                        1 vote
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                                        • Add a sorting indicator on the PDF copy of the PERT report

                                          The PDF copy of the PERT report does not indicate what column the report is sorted on, nor the sorting order. Could something be added to a header or footer that shows what column the report is sorted on, and in what order?

                                          1 vote
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                                            0 comments  ·  SSGPlus  ·  Admin →
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