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Stock Selection Guide Tools

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66 results found

  1. 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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  2. 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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  3. Error in Adding long named file to Portfolio

    If a study is saved with a long file name adding it to a Portfolio is a problem. Cant easily get to the check box.

    To solve this the dialog box must be horizontally scrollable or the file name needs to be truncated or the dialog box needs to be resizable.
    Simplest to to truncate long file names in this dialog box

    1 vote
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  4. Suggest only One Tool

    I know way to much energy explaining the difference and frankly the difference is not worth the time and effort spent. May I recommend that there be only one tool that is continually improved. Perhaps there is 2 modes expert and newbie.

    1 vote
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  5. I understand the SSGs are for finding stocks that fit the BI criteria. What if we could enter the price we paid for a stock to evaluate it

    I understand the SSGs are for finding stocks that fit the BI criteria. What if we could enter the price we paid for a stock to evaluate it going forward. The BUYs HOLDs SELLs are based on the current price, right? If we paid more than the current price, the SSG does't show us the potential in our owned stock. Right?

    2 votes
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  6. Add the ability to evaluate Dow Jones, S&P and NASDAQ averages

    These averages have prices, EPS and dividends. Section 1 plot would not have a sales line but would have EPS line with a projection and price bars. Section 3 would have prices, EPS, P/E ratios, dividends, yields and could have projected highs and lows. We need the ability to evaluate the market as well as individual stocks.

    1 vote
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  7. Display the average price for a stock, graphically, and include it on the front page of the SSG along with sales, pretax profits and earning

    In addition, or instead of, having vertical price bars, showing high and low for a given year, show the average price as a graph line. It would be nice to see how the price moved along with the sales, earnings, etc graphically

    1 vote
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  8. Add Value Links for Dow 30 stocks, or allow users to add custom links

    Value Links provides free access for Dow 30 stocks. It would be nice to include a link to the Value Line for these stocks, or at least allow users to add custom links.

    1 vote
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  9. I would like to see portfolio from my iclub linked to the SSG Plus

    I would like to see portfolio from my i club linked to the SSG Plus

    1 vote
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  10. 1 vote
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  11. Display all prices with two (2) decimal points

    The hi and low prices on side #2 take only one digit. Shares are traded in penney's. Price should provide two digits.

    6 votes
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  12. Larger company name on display

    Make the company name larger so it can be seen more quickly and easily.

    1 vote
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  13. The study workflow of save/abandon/exit is confusing.

    Saving/closing/exiting/abandoning are confusing. Some users are not aware of the save function, others don't know what to do when all they want to do is look at another company.

    1 vote
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  14. Add a feature to store frequent email recipients for use when emailing a study

    Add the ability to store club members email addresses in the recipients box in the email study feature so we wouldn't have to reenter them each time we send a study.

    5 votes
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  15. Add 'New Study' button to replace Quick Navigation bar

    Add a 'New Study' button that you can see instead of the 'hidden' Quick Navigation bar in order to open another study. Also add under File > New Study.

    1 vote
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  16. Show the trend indicators (UP/DOWN/EVEN) on the printed PDF report

    Show the 'Evaluate Management' (quality) trend indicators on the printed PDF report.

    1 vote
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  17. Add the ability to import portfolio data from Folio Investing portfolios

    For those of us who use Folio Investing as a brokerage, having the ability to import portfolio data (portfolio name, security info, number of shares) would provide a convenient way to keep data between the BI Online Tools and Folio in sync and eliminate manual input of data.

    1 vote
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  18. Incorporate/Integrate Stock Research Form into SSG so judgments,and date automatically transfer

    Incorporate /integrate Stock Research From with SSG so that the Stock Research Form is automatically populated by judgments you make on the SSG. This would be similar to what happens in Turbo Tax Software's Step-By-Step Program feature. It asks you questions and based on your answer the 1040 Form is filled in. For example, the highest /lowest and average PEs could easily be transferred to the Form after that judgment is made.

    I am raising this because i find it cumbersome and inefficient to be switching back and forth between the SSG(internet) and the Stock Research Form(offline word document). If…

    1 vote
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  19. Add the ability to upload a PDF to the study

    Add the ability to upload a PDF of research to the study and then make it available to send to others.

    0 votes
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  20. Change Peer Averages to Average Only Chosen Peers

    Currently the peer averages are calculated from all companies in the same industry of a similar size. This change would average data from just the 3 chosen peers.

    0 votes
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