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
58 results found
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Reports:
On the report PDFs: The Diversification Report file name includes the PORTFOLIO name. The Summary and PERT do not, but should (as should ALL report PDFs).
2 votes -
Ability to add future years of fundamental data
Allow the user to add future years or quarters of data to their SSG that is saved online.
2 votesThis was implemented with our last major update that was released in September 2015. Go to the ‘Data’ menu item and click on ‘Annual Data’ and simply add another row of data then click ‘Update Study’.
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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 -
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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Re-think Debt to Capital Ratio
Re-think the use of the Debt to Capital Ratio (D/C). Most members don’t understand what capital is. I have always assumed it is a measure of the financial strength of a company. If that’s the case, the ratio ignores the ability of the company to service its debt and its available cash, equivalents and marketable securities. Either make a strong argument for retaining the ratio, or consider other measures of the financial strength of companies in general. Consider using the Debt to Equity Ratio (D/E) or Interest Coverage (or “Times Interest Earned”) as a means to measure the financial strength…
1 voteInterest coverage has been added to the Ratios tab in SSGPlus
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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 voteHi,
There is an option to restrict the Y axis (height) scale to 50%. It is called ‘Limit 50% Growth’. The X axis can be set to show 5 years or 10 years of data.
Regards,
BetterInvesting -
Add a visual divider between FY data and Q data in the EPS Forecast window.
Some kind of visual divider between the FY and Q Data for the data displayed on the right side of the EPS Forecast pop-up (PTP Margin, shares outstanding, etc.) would make this data a little easier to read.
1 voteThere is now a visual divider present on the Historical Data panel on the right of the Preferred Procedure area.
Regards,
BetterInvesting -
1 vote
The March 2023 updates to member sentiment show the number of studies and the number removed as outliers.
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PERT Report PDF
If the report extends to more than one page, the headers should be repeated at the top of each page. Also, occasionally when I print a multi-page PERT Report, the last stock on the first page is split in half -- the top half is on one page, the bottom half of the row is on the top of the second page. The report needs to be generated in a way that will prevent this split.
1 vote -
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 voteThanks for the suggestion!
The price date is shown next to the current price. -
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 voteNotes 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. -
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 voteFixed.
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1 vote
Bug fix applied and message no longer appears.
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Add a logoff button
When I log on to SSGPlus I can not locate a logoff button
1 vote -
When developing reporting make sure it considers reports by portfolio
Toolkit 6 has several good reports and they can be generated by portfolio. Please have SSGPlus have the same.
1 voteThank you for providing feedback at the BetterInvesting feedback forum! The suggestion ‘When developing reporting make sure it considers reports by portfolio’ is now closed as this is already a requirement for any future portfolio reports in the SSGPlus. Your votes will be returned to you to vote again on something else in our feedback forum.
Please encourage others to visit http://feedback.betterinvesting.org and vote or submit suggestions! -
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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Export ITK file from the app
Add the ability to export an ITK file from the SSGPlus for import into Toolkit.
0 votesThis was implemented in the September 2015 release.
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Add an analyst estimate data panel to the 'Analyze Growth and Quality' page
Show this data on the page in a panel or other display rather than having to mouse over the graph to see the values.
0 votes
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