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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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How can we improve our Stock Selection Guide Tools?

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21 results found

  1. Add a report of portfolio performance vs. benchmarks, like the Club Performance Report in MyiClub

    I would like a report in the SSG Plus portfolio tool similar to the MyiClub Club Performance Report. The report would show the compound annual percentage gain over a range of time frames, and allow you to benchmark vs. several selectable benchmarks.

    3 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  2. Have a link to display/share SSGs from myICLUB reports and watch lists.

    Club members would like to be able to view and possibly save to their own SSG library the members' updated SSGs on club stocks from the myICLUB reports and watch list.

    3 votes
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  3. Allow data from the PERT report to be a CSV file for user manipulation.

    Allow data from the PERT report to be 'exported' to a CSV file for user manipulation. Thanks for doing the Summary Report already

    6 votes
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  4. Add a diversification report for EPS Growth Rate (like myiclub).

    Would like to be able to have a table and chart that groups the EPS growth rate ranges that match the expectations for small (>12%), medium (7-12%) and large companies. (5-7%) And please match the colors to the revenue diversification report.

    4 votes
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  5. save the state of the sorting in the portfolio list in the manage app

    save in member profile data

    0 votes
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  6. Freeze the top header on the portfolio summary report

    3 votes
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  7. Freeze header row of Diversification report

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

    3 votes
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  8. PERT Report - Add a company size column

    In addition to adding a column for the company size, then highlight the sales or EPS growth rate if it is not meeting the minimum expected growth rate for that company size. This would include projected EPS Growth Rate (and estimated sales growth if that ever gets added.)

    1 vote
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  9. Allow selection of multiple portfolios for viewing asset allocation

    Allow selection of multiple portfolios for viewing diversification

    6 votes
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  10. Judgement report

    Add a judgement report that shows the stocks in a portfolio with each of there 5 judgements.

    2 votes
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  11. I would like to be able to share an entire portfolio with my club members without sharing it one stock at a time.

    For example, I have a portfolio of solar energy stocks. I'd like to be able to share that portfolio with just a click rather than go stock by stock. As the club's secretary, I have the club's watch list in another portfolio based on previous "stocks to study" that our club members have done. And, my wife and I are both BI members, so I'd like to be able to share portfolios between ourselves easily. For example, our watch list. And, I want to create a portfolio of great local companies. As it is now, I must create the SSGs,…

    18 votes
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  12. Add an "Are You Sure" to the Update All Button

    That button is DANGEROUS! I accidentally pressed it and ALL my studies were updated!!! Not only did this take a LONG time but all my history of SSGs was gone! Why not add an ARE YOU SURE confirmation?

    3 votes
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  13. Ability to pick one or more SSGs/studies from the list of existing studies and add them directly to a portfolio.

    The user would view their list of SSGs/studies and select them then click 'add to portfolio' and identify an existing or new portfolio.

    7 votes
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    1 comment  ·  Portfolio or Club Tools  ·  Admin →
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  14. Open to New Tabs when clicking the report button of a portfolio and when selecting a stock in the portfolio report

    Open to New Tabs when clicking the report button of a portfolio to display a second portfolio report and/or when selecting a stock in the portfolio report. Currently in replaces the portfolio report view and one has to navigate back to the file manager to reopen the original portfolio report.

    6 votes
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  15. Add ability to create personal data backup for portfolios

    I would like to have a personal data backup for my portfolios so that if a portfolio gets corrupted I can restore the file.

    1 vote
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  16. 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
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  17. Portfolio update SSG

    Be able to update Portfolio with new SSG report without having to delete existing from portfolio and then add new SSG (sometimes imported from member following the stock) into the portfolio and reentering shares held. (i.e. Replace SSG abc 1/1/19 with abc 3/1/19)

    2 votes
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    1 comment  ·  Portfolio or Club Tools  ·  Admin →
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  18. Add revenue ranges to the Size Diversification Report

    The current size definitions for small, medium, and large companies are not easily located. Add a legend to the Size Diversification Report that explains the revenue range for each size.

    2 votes
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  19. Add "Freeze Header Pane" on Pert Report in online tool

    Please freeze/lock the column titles on the Pert Report so that it makes it easy not to lose place when scrolling up/down and left-to-right through the companies. Company names are locked on left hand side of sheet; Please lock upper column titles. Thank you.

    58 votes
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    7 comments  ·  Portfolio or Club Tools  ·  Admin →
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  20. Allow the user to select either % high total return or % average total return for reports

    In the report summary allow the user to select either the compound total return using the high PE OR the CTR using the average PE.

    13 votes
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    2 comments  ·  Portfolio or Club Tools  ·  Admin →
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