Stock Selection Guide Tools

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  1. Screener Preview Data Graph Order

    When you select a column to sort screener results by and then do into Data Preview, the order of the companies remains alphabetical. I'd like the order of companies to be in order of the column I sorted by.

    1 vote
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      0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
    • 12 votes
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        1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
      • Highlight data changes

        When data is updated (not stock price) highlight the ticker. Keep that ticker highlight until the user 'clears' the message. That way users are notified when changes are made to data and reminded to review new information.

        3 votes
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          0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
        • Allow an SSG from the past to be generated

          I would like to generate an SSG at a point in time in the past. This way we could evaluate our past judgements and see who closely they matched known future results.

          0 votes
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            0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
          • FFO Data for REITs

            REITs (not for clubs, but of interest to individual investors) generally use Funds from Operations (FFO) instead of EPS. Is there any chance of changing the data feed for REITs?

            5 votes
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              0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
            • 3 votes
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                0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
              • make member sentiment columns sortable. It will be easier to eliminate outliers

                make member sentiment columns sort-able. It will be easier to eliminate outliers

                5 votes
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                  0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                • Have only one ticker input field for all studies, like in Toolkit.

                  It would be simpler to have only one field for ticker input, that would either pull up all studies in database with that ticker, or allow data input for a new study, as is done in Toolkit. If we are in a portfolio and want to look at a stock that is in the database but not in this portfolio, it is now necessary to go back to "all portfolios" to find the study. The current design is very unwieldy, and an unnecessary inconvenience.

                  5 votes
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                    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add reference file showing adjusted EPS that takes out the effects of the "2017 Tax Cuts and Jobs Act"

                    Under SSG Help / Reference Materials add a file showing adjusted EPS that takes out the effects of the "2017 Tax Cuts and Jobs Act"

                    7 votes
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                      0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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.

                      3 votes
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                        0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                      • dividend growth

                        will be a good idea to see dividend growth since div+growth is in foundation of NAIC ideology. Personally, I like to see low div yield next to high div yield.

                        3 votes
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                          0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                        • Member sentiment report

                          When utilizing the member sentiment I often find variable number of judgments that are clearly outliers. Recently in SBUX I saw a High PE's of 1582, a number of Payouts above 1500 (yes 1500), and a number of low PE's over 900. the unedited averages were High PE 45.8, Lo PE 163.9, payout of 876, with a potential return of 43.8. Really?

                          With 493 studies (could these really be called studies?) it is very labor intensive to go through the studies line by line to remove the outliers. There must be a way to throw out judgements that vary to…

                          1 vote
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                            1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                          • Pop-Up window showing math calculation when moving cursor over a particular field.

                            Although there is a separate pdf showing the math calculations used behind the scenes in an SSG, a simple pop-up reflecting the math would be faster and more efficient.

                            1 vote
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                              0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                            • Summary of Potential Return

                              Expand the Summary of Potential Return and Total return to include an automatic comparison to the member sentiment results.

                              3 votes
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                                0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                              • Low PE Input

                                Expand Low PE input on SSG and SSG Plus to include a second decimal place; 20.56. The high PE input has two decimal places. Please expand this field for the Low PE.

                                3 votes
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                                  0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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.

                                  3 votes
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                                    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                                  • List what quarter of the fiscal year is being reported beside the date.

                                    We would like to be able to complete our quarterly reports forms more easily from the OLT. One data point missing is the number of the quarter of the fiscal year being reported. (ex: Q4 6/30/17) Would also like to see projected relative value on the SCG. (Which is a great tool BTW.)

                                    9 votes
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                                      0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Export Member sentiment numbers into excel

                                      I would like to export the member sentiment file into excel

                                      7 votes
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                                        0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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.

                                        1 vote
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                                          0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add Company Size to the Company Summary

                                          Folks have a hard time remember the company size definitions by BetterInvesting. Consider adding company size that to the Company Summary box based on BI definitions

                                          6 votes
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                                            0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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