Stock Selection Guide Tools
Welcome to the BetterInvesting Stock Selection Guide Tools Feedback Forum
Submit and Vote on Ideas for SSGPlus, CoreSSG and Stock Comparison Guide Apps
104 results found
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Add the capability to import SSG studies that have been sent by another club member.
The SSGPlus does not have the capability to import SSG studies that have been sent by another club member. You can export your files so others can view your stock studies, but the SSGPlus does not have the ability to import studies from others. The import capability should gohand-in-hand with the export capability.
77 votesThe ability to import ITK files from a Toolkit user was implemented with our last major update that was released in September 2015. This feature is available from the ‘My Studies’ section of the app.
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14 votes
Columns in the Member Sentiment view are now fixed at the top.
Regards,
BetterInvesting -
Show Sales % Growth Rate in Preferred Procedure
In the Preferred Procedure screen under the column of Sales numbers it would help to show the Historical Sales % Growth Rate since we are asked to enter our % Judgment Forecast. Also be able to remove Sales Outliers while in the Preferred Procedure screen so can see the % change.
15 votesThe sales growth rate is now shown in the Preferred Procedure screen by clicking in the tab labelled ‘Sales Growth Trend’.
Regards,
BetterInvesting -
Functionality issues: - Switching between Projection Points is slow
- Toolkit is practically immediate.
0 votesSwitching between projection points is nearly instantaneous now.
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Add the 52 week High and Low PE to Section 3 Price Row.
The current wording 'High This Year and Low This Year should also be retitled to 52 Week High and Low respectively.
33 votesThis data is included in SSGPlus in the 'current' line.
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Alphabetize studies
Alphabetize saved studies for ease in finding them.
7 votesBy default studies are displayed in reverse date order. The study list can be sorted by clicking on the column heading or filtering by putting text in the filter boxes below.
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Add graphs for portfolio distribution for stock size and sectors
I would like to see pie charts for portfolio sectors and size.
2 votes -
add the ability to see the daily fluctuation in Upside/Downside ratio without rerunning the study
When I open Toolkit - after I refresh stock prices, I can immediately see the changes in Upside/downside ratio. this functionality is critical to the tool and I would like to see this replicated online.
20 votesHi,
The upside/downside ratio is immediately updated after prices are updated/refreshed. The prices can be updated by individual study or by portfolio from the ‘My Studies’ page.
The updated upside/downside ratio is shown in the study as well as the applicable portfolio reports.
Regards,
BetterInvesting -
add pre-tax profit to printed graph
add pre-tax profit to printed graph
8 votesThank you for voting on this feature. The pre-tax profit value is now shown on the graph in the PDF report.
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15 votes
You can update all studies in the account by clicking on the ‘Portfolios’ bar on the ‘My Studies’ screen then looking for the ‘All Studies’ row and clicking on the Refresh (circular) icon to refresh/update the data in all studies.
You also have the ability to update all studies in a single user-defined portfolio in a similar manner.
Regards,
BetterInvesting -
Add a graph of 10 years of payout values
Add a graph in the SSGPlus to see 10 years of payout values
2 votesPayout values are graphed in both the Peer data and when you click on the green box to enter/change payout judgment.
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Adding Return on Assets as an “Evaluate Management” metric when studying bank stocks
According to many resources, Return on Assets (ROA) is one of the best ways to evaluate profitability of a bank. %Pre-tax Profit on Sales is less useful when evaluating a bank, so I would suggest replacing that line with ROA for banks.
The calculation is done in one of 2 ways:
Return on Total Assets (ROTA) = CY Net Profit / CY Total Assets
Return on Average Assets (ROAA) = CY Net Profit / ((CY Total Assets + PY Total Assets)/2)Where CY = current year; PY = previous year
Both are used. ROTA would result in a more conservative…
6 votesHi, this has been completed and is now available in SSGPlus!
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Add a screener option to find up, straight, and parallel companies.
The mantra of BI is to find up, straight, and parallel companies. The screener should have an option to find these companies.
9 votesThis was implemented in September 2023 with the new 'A-List Companies' pre-defined screen for SSGPlus users. The A-List Companies screen returns all companies that pass every historical data audit check or fail only one check. No valuation criteria are included.
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113 votes
Most TK6 features have a comparable feature in SSGPlus. This item is closed. All feature requests will be handled individually from this point forward in order to gauge interest and prioritize development.
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Allow the ability to update all relevant studies as a group rather than one at a time
It is time consuming and annoying to have to update all stocks for a club meeting one at a time. This should be changed to allow one step updating.
35 votesThanks for submitting and voting on this feature! It can now be accomplished by setting up a portfolio, adding the relevant stocks and then you can update the SSGs (either just prices or price and data) as a group. See the Portfolio Quick Start Guide available from the tools ‘Help and Information’ Tab for more information.
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Show actual name in file manager along with ticker
Many of us do not have company names memorized by ticker.
7 votesThis feature request is now programmed and available in both the CoreSSG and SSGPlus.
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Allow the user to update their study from within the study display
Allow the study data to be updated without going back to the 'Your Studies' tab in the file manage section.
13 votesThis feature is now available for both CoreSSG and SSGPlus. Select ‘Refresh Data’ under the ‘Data’ menu item.
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Under research tab have the sites grouped by type of information being sought.
For example:
Research (the heading tab)
EPS estimates
----------------- Yahoo (linked to section with EPS estimates)
----------------- Reuter (etc)
Competitors
----------------- Yahoo (linked to section with EPS estimates)This would serve to prompt the analyst to go to the better sites to consistently get quality information on the topic of interest.
2 votesThanks for voting on this feature. It was implemented with the March 6 release.
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Show PEG ratio on the 2nd page ('Valuation and Return')
Show PEG ratio on the 2nd page ('Valuation and Return')
55 votesThe PEG ratio has been implemented on the ‘Ratios’ tab for SSGPlus users.
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Show relative value on the 2nd page ('Valuation and Return')
Show the stock's relative value on the 2nd page ('Valuation and Return')
35 votesRelative value is shown on the ‘Ratios’ tab in SSGPlus
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