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
111 results found
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Add a separate "My First Cut" tab formatted with First Cut questions that can be shared along with an SSG
The SSG is a multiple choice, fill in the blank form without explanations. The First Cut provides supportive information on your rational - an essay to support your selections in the SSG. This tab would not need to have repetitive information like the header info of the current FC but offer an opportunity for explaining the "why" questions supporting SSG decisions. Sharing this with clubs along with your SSG would help them understand your judgments.
5 votes -
ROE should be based on start of year equity
Current SSGPlus uses end of year equity vice start. This distorts the intended relationship of the metric for our analyses and in some cases leads to wrong inferences re management effectiveness.
5 votes -
When data is changed, keep that data Highlighted
When I unlock and change quarterly, or annual data, keep that data cell highlighted so it can be easily identified when reviewing the data later on.
5 votes -
Enhance the Notes Table in SSG Plus to show the notes with new-lines and spacing as formatted when entered.
One issue I have with the site is that the notes are very hard to read. Would it be possible for you to add some code that provided the same "new-line" and "space" formatting as was entered in the table of notes in SSG?
(Please note that I realize that the note is displayed correctly in the pop-up box if I click on the note in the table)Here is an example of what I am talking about. I would prefer that notes in the notes table appeared as I entered the note.
Here is how the text appears in…
5 votes -
Share Pert Report files
It would be great to be able to share Pert Report files with Club members electronically, similar to sharing itk files.
5 votes -
Create a new report to show user judgment (forecast) reference points
The report could be printed alone or with the SSG PDF and would show similar information as the 4 judgment/forecast pop-up windows in order to provide a reference of what was chosen and the other reference points that were displayed at that point in time.
5 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 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 -
Current Assets vs. Current Liabilities
Are you able to include the CA vs CL ratios to the Ratios Tab?
4 votes -
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 -
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 -
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 -
Enable the TK6 library feature
It's very handy to be able to switch to another library. I have one called "junk" where I don't worry about creating quality SSGs. I have two others for my club and my personal SSGs. I can do TK challenges on the last two without worrying so much about corrupting my results. If I get another vote, I'll vote to add the challenger.
4 votes -
Enter Share growth as an annual growth rate in preferred procedure
Entering Shares Outstanding in the Preferred Procedure would be better if I could enter an annual growth rate instead of having to manually calculate 5 years of growing shares. Additionally, it would be nice if the Shares Outstanding growth rate was calculated instead of just displaying the share count.
4 votes -
Notes
Large "Note" section so we can copy and paste an article on the company. Also we could paste an URL into the "Notes".
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 -
Notes Default Settings
With the new notes feature the Staff and Community notes defaults to being on. I recommend that the default be changed to "off" or allow user to set global defaults to their preference. The community notes are often inane and useless.
3 votes -
Default Setting for Detailed Estimates
Add a selectable default setting for Detailed Estimates. I find Detailed Estimates very helpful. For every new SSG, I have to manually select Detailed Estimates. It would be great if it would be automatic.
3 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 -
Show portfolio(s) for individual stocks
Add the ability to select a stock and then show the portfolios that stock belongs to and the number of shares.
3 votes
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