Stock Selection Guide Tools

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How can we improve our Stock Selection Guide Tools?

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  1. Include Ticker in web page title/browser tab

    Include the ticker in the web page title so it shows in the browser tab.
    This will help the user differentiate between open studies in their browser.

    0 votes
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    • Consistency on numbers for R2 on Stock Comparison Guide SCG

      The Industry Average for R2 on the Stock Comparison Guide shows as a percentage rather than decimal. I'm assuming that 27.3% for an R2 is equivalent to .273.

      1 vote
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      • Mini Graph - Report company name not just ticker & Company Description

        Would like the mini graph to show the company name and allow the company description to open up when you hover over the company name.

        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 →
          • Consistency in Data Updates

            The update for data and prices should be in the same order on the "Refresh Portfolio" dialog box on the Portfolio page and the "Refresh Data From Data Service" dialog box on the SSG. Please see attached .pdf.

            2 votes
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            • Allowing locking of data on an SSG.

              Allowing locking of data on an SSG to prevent accidental updates if more than 1 SSG on a company. Some keep a separate SSG for each addl buy of a co. Locking would prevent accidental updating of that SSG.

              2 votes
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                0 comments  ·  SSGPlus  ·  Admin →

                User entered data is now locked on a row-by-row basis.
                We advise that all ‘non-changed’ data is kept unlocked so it is automatically updated (upon a user initiated refresh/update) in the case of a stock split.
                Regards,
                BetterInvesting

              • Be able to share a SCG

                Be able to share a SCG with other club members

                1 vote
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                  Users have the ability to share a Stock Comparison Guide (SCG) by clicking on the ‘Share’ menu item and then selecting recipients. Upon accepting the share, the recipients will receive a copy of the SCG as well as the supporting studies for the SCG.
                  Regards,
                  BetterInvesting

                • 3 votes
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                    0 comments  ·  SSGPlus  ·  Admin →
                  • Add "Prices current as of xx/xx/xx" to top of section 3

                    At the top of Section 3, there is plenty of room on the top line that displays the stock prices. How about adding "Prices current as of: xx/xx/xx". When working on an older study, the original date is shown in the title bar, so it's not necessarily clear that the prices displayed at the top of section 3 are more current than the Study Name/Date.

                    1 vote
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                      1 comment  ·  SSGPlus  ·  Admin →
                    • In determining a low price the "Determine Low Price-Next 5 Years" box pops up. Would like to see this prepopulated with the last 4 quarters

                      In determining a low price the "Determine Low Price-Next 5 Years" box pops up. Would like to see this prepopulated with the last 4 quarters EPS.

                      4 votes
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                        The trailing twelve months (TTM) EPS is now the default value to populate the ‘Low EPS’ value in the Low Price calculation.
                        Users may change their preference setting to use the last annual price or may overwrite the TTM EPS value.
                        Regards,
                        BetterInvesting

                      • Allow Portfolio Summary Report to be Printed as Sorted on the Screen

                        I can set up a portfolio to follow, and on the screen I can reorganize the stocks in the portfolio in alphabetical order, but when I go to print the list of the stocks in the Summary Report, they always print in the original order. Allow the Summary Report to print as sorted and shown on the screen.

                        6 votes
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                          0 comments  ·  SSGPlus  ·  Admin →
                        • Print Notes from the Note Window

                          It would be helpful if the notes could be printed from the note window without having to send them to Microsoft Office Quick Notes or One Note.

                          1 vote
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                            0 comments  ·  SSGPlus  ·  Admin →

                            Notes can be printed to a PDF by appending them to the 2 page SSG report as a 3rd page.
                            To print the Notes, select ‘Print’ , then click on ‘Append Notes’ and then ‘Generate PDF’ and the notes will become part of the PDF. We are planning a new ‘Notes’ tab (rather than a popup) and will consider how printing would work from that screen.

                          • Stop automatic page reversing

                            We have two pages of stocks. When updating EACH file on the second page, file manager auto-reverses to page 1. Very annoying to have to "go back" to page 2 after each one.

                            3 votes
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                            • Add the "red line" to show current price in the Data Preview feature of the Screener.

                              Would like to know about where the current price is when using the Data Preview feature of the screener.

                              1 vote
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                              • Fix trying to go to Search after wanting to Abandon Study

                                When you are in a new study, decide you want to go back to Search and don't want to save the study, it doesn't Abandon. You have to either save the study, or go the Library in order for Abandon to be accepted.

                                1 vote
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                                  0 comments  ·  SSGPlus  ·  Admin →
                                • 1 vote
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                                    0 comments  ·  SSGPlus  ·  Admin →
                                  • Add 2 columns to the Portfolio Summary Report to display number of shares and total stock value in the portfolio.

                                    Adding this basic information to the Portfolio Summary Report would make the portfolio "snapshot" more complete and useful to clubs and individuals.

                                    10 votes
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                                    • List the Company Size in Growth Rates section in Stock Comparison Guide.

                                      I have different growth rate expectations based on revenue; would be nice to have company size listed on SCG.

                                      7 votes
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                                      • Ability to update all stocks in a portfolio

                                        Have an option to do company updates on all companies in a portfolio.

                                        36 votes
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                                          0 comments  ·  SSGPlus  ·  Admin →
                                        • Lock the header

                                          Please lock the header portion of the 'Better Investing sentiment' screen. When we choose all the SSGs in the sentiment screen, it is hard to find which values belong to which column titles.

                                          Thanks

                                          10 votes
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                                            0 comments  ·  SSGPlus  ·  Admin →
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