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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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250 results found

  1. Incorporate/Integrate Stock Research Form into SSG so judgments,and date automatically transfer

    Incorporate /integrate Stock Research From with SSG so that the Stock Research Form is automatically populated by judgments you make on the SSG. This would be similar to what happens in Turbo Tax Software's Step-By-Step Program feature. It asks you questions and based on your answer the 1040 Form is filled in. For example, the highest /lowest and average PEs could easily be transferred to the Form after that judgment is made.

    I am raising this because i find it cumbersome and inefficient to be switching back and forth between the SSG(internet) and the Stock Research Form(offline word document). If…

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  2. Add a historical data audit like Toolkit

    Add a historical data audit like Toolkit. These are algorithms that examine the historical data and provide feedback about good performance or potential problem areas.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  3. Calculate the beta of the entire portfolio

    When developing portfolio reporting, include the beta for the entire portfolio in one of the reports.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  4. Add a link, button or method to choose between CoreSSG and SSGPlus when in the File Manager

    2 votes
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  5. Show the Assess Stock Price Graph when you click on quick view for a study

    When clicking on quick view for a study, display the color coded 25/50/25% graph for assessing stock price (either instead of or in addition to the typical SSG chart with sales, stock price, and earnings).

    1 vote
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    1 comment  ·  SSGPlus  ·  Admin →
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  6. User customizable research links

    Allow the user to add and save their preferred research links to add to the list of research websites.

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    1 comment  ·  SSGPlus  ·  Admin →
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  7. Add the ability to remove Pre-tax Profit Margin data (outliers) in the Preferred Procedure window.

    In the Preferred Procedure window, it would be nice to be able to identify outliers in the Pre-tax Profit Margin data (from the most recent 5 fiscal years) to quickly calculate a new average. The new average would then appear as the default value for the PTPM in the preferred procedure calculator.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  8. Increase the font size

    Increase the font size in the data grid and 2nd page (Valuation and Return).

    2 votes
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  9. Ability to share a study on Facebook

    Give the user a link to allow them to share a read-only version of their study on Facebook.

    1 vote
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  10. save the state of the sorting in the portfolio list in the manage app

    save in member profile data

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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  11. save the state of the industry averages column when sharing an SCG

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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Admin →
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  12. Freeze the top header on the portfolio summary report

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  13. Freeze header row of Diversification report

    freeze the header row of portfolio diversification report to allow for better online viewing of long reports

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  14. Add the ability to upload a PDF to the study

    Add the ability to upload a PDF of research to the study and then make it available to send to others.

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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  15. Change Peer Averages to Average Only Chosen Peers

    Currently the peer averages are calculated from all companies in the same industry of a similar size. This change would average data from just the 3 chosen peers.

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  16. ID all non-trading tickers in the study list

    This can help users clean up their study lists.

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    0 comments  ·  File Manager  ·  Admin →
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  17. Add a 'Select All' button to select all studies on a page

    This can be used to better select studies for deletion

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  18. Show suggestions for peers

    When picking a peer, show suggestions from a list of companies in the same industry and of the same 'size'.

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  19. Create SSGPlus 'Non-Study' view

    This would be a pared-down view by removing the judgment-related components but also generally retaining the overall layout. Also, perhaps some of the data or components could be compressed into more of a dashboard-like style. For example, the Analyze Growth tab could stay the same but the judgment components would be hidden and sections 4 and 5 of the Valuation tab could be replaced with a dashboard. The added benefit of this is it could aid the members who do quick, high-level research by scanning for companies to invest in.

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  20. Modernize the look and feel of all of the Online Tools

    Make the tools design more closely resemble the BI website in look, feel, colors and modern web design.

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