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
250 results found
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Add Stock Analyst Balance Sheet Analysis
Stock Analyst has the page to analyze the change in Balance Sheet items to evaluate whether Sales is growing faster than AR, and current ratio and plant turnover ration
4 votes -
Make labels more descriptive
It would be helpful if some of the labels were updated to make them more descriptive, so we don't have to guess or reverse engineer the numbers to figure them out.
For example: in the Fundamental Company Data section, user has no way of knowing just by looking at the table if the column labeled "Forecast (%)" is an annual forecast or is it the forecast for 5 years in total?
In section 3, it says "High this year" and "Low this year". Does that mean the calendar year, or is it a TTM time period? (plus it would be…
4 votes -
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…
4 votes -
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.
4 votes -
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.
4 votes -
When entering a ticker for a study all studies with that ticker should be on top of the popup list
After I input a ticker into the box, from quick navigation, all existing studies for that ticker should be displayed at the top of the drop down list. that way if there is an existing study I may want to utilize I can make that choice at that time.
4 votes -
PERT mouse-over popups
On the PERT report use mouse-over popup help text to describe each column header and it's derivation eg when mousing over 'Proj RV' - popup 'Projected Relative Value = Proj PE / Avg PE (Projected)'
On PERT report, when hovering over a colored cell use popup help text to describe the condition that triggered the colorization event.
4 votes -
Include (text) fields to explain (remind) the logic used in the calculations, e.g.: the forecasted EPS
e.g: sales growth / high - low PE. The idea is to be able remember the reasoning, to see which inputs where taken into account, where they came from, what numbers were used, etc.
4 votes -
Add a projected sales growth column to the SSGPlus PERT
It would be helpful to have a new column for projected sales growth in the PERT. This would make it easier to compare the last reported quarter's "Sales % Change" column against each company's projected sales growth rate (as entered on the SSG). The PERT already has this capability for actual quarterly YOY and forecasted EPS growth rates.
4 votes -
Current Assets vs. Current Liabilities
Are you able to include the CA vs CL ratios to the Ratios Tab?
4 votes -
On the Portfolio and Studies page, let portfolio view extend across user's screen to reduce scrolling
On the Portfolio and Studies page, user has to scroll back and forth to view the entire portfolio table. There is a lot of wasted blue space to the left and right of the portfolio view. It would be helpful if the view wasn't fixed to a specific width, but used responsive design to allow it to expand to fit the entire browser window width per the user's own computer and browser width preferences. Because the row headings are fixed, once user scrolls to the right, you don't know what stock you're looking at for the right side columns.
4 votes -
Save featured list
I ran a screen and then reviewed each screen item using the preview option. On the ones I was interested in, I selected "Save to filter list" (see screenshot immediately below). Next, I opened the filtered list (see second screenshot "Show Filtered Items" below in green).
Based on the online training videos I watched, I think "Show Filtered Items" below in green is fairly new. I really like the feature, but would like to be able to save my filtered list for viewing later. Is there a way to do this?
4 votes -
Have option for viewers in webinar to work online with presenter
So the viewers would work on a SSG along with the presenter as a way of becoming familiar with navigating the SSG platform and making judgements, reinforcing the learning process.
4 votes -
Have a pop-up dialog box on the Notes 'Delete Note' button that asks "ARE YOU SURE YOU WANT TO DELETE THIS NOTE?"
Have a pop-up dialog box on the Notes 'Delete Note' button that asks "ARE YOU SURE YOU WANT TO DELETE THIS NOTE?"
4 votes -
add the ability to customize the summary report - re-order or delete columns
Would like the ability to remove columns like shares, total value, or % of portfolio if not used or at least re-order them to the far columns so that the summary report better mimics what it looked like in Toolkit 6 where they weren't even present.
4 votes -
Add ability to assign stock study to a portfolio and add # shares etc while in study mode.
Annoying to hjave to go into file manager to assign stock study to portfolio. Should have multiple access points within program to add this info.
3 votes -
Member's Sentiment
I'd like to be able to print the averages for Member's Sentiment.
3 votes -
Make the "Welcome to the Stock Selection Guide!" an optional default open page (like on CoreSSG).
Particularly since that page doesn't appear to have changing content its annoying to have to close it when opening the SSGPlus. Add a [x] box to allow going to "your studies" page directly. CoreSSG already has that feature.
3 votes -
Feature to save the Search criteria
In the search screen, can you provide a way to save the search criteria?
Thanks
3 votes -
PERT Report Sorting defaults to alphabetical in PDF - an error issue?
When creating a PDF document for the PERT, the created version defaults to alphebatical sorting rather than keeping the sort order chosen. The attached file was created with sorting on the UD ratio but that sort did not remain. I'm looking at this as an error reporting issue rather than a suggestion as I feel like it may be an oversight.
3 votes
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