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
66 results found
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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 -
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 -
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 -
Outliers & Historical P/Es
When one excludes an EPS in Section1, it is likely the High and Low EPS will be outliers in Section 3- automatically exclude them. Additionally/Alternatively allow the user to exclude P/Es in the historical graph. Right now FB and SBUX 10-year historical graphs are pretty useless due to one or more year have extremely high P/Es.
1 vote -
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 -
Make columns selectable in portfolio summary report
allow user to add/hide columns in the portfolio summary report and have them saved by user or (ideally) by portfolio
1 vote -
When making manual changes to data change the color of the changed data so it can be quickly recognizes as changed
We can tell the data is changed by the checkmark but we do not know which data in the qtr or year has been changed. If the color of the data was another color one could tell at a glance which data point had been changed without digging back through the notes.
1 vote -
Ask to auto complete an SSG like Toolkit
This would also help when quickly building a portfolio and to know if a company is viable.
1 vote -
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 -
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 -
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 -
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 box1 vote -
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 -
Larger company name on display
Make the company name larger so it can be seen more quickly and easily.
1 vote -
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 -
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 -
1 vote
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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 -
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 -
Show suggestions for peers
When picking a peer, show suggestions from a list of companies in the same industry and of the same 'size'.
0 votes
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