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
235 results found
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All Studies Reports Function
I would like a Reports Function (icon) to be added to the "All Studies" list.
I use "All Studies" as my Watch List. Instead of creating a Watch List and adding each new stock from my "All Studies" list, I would like to select the reports function (icon) to display all reports on these stocks.
1 vote -
in the stock search tool
I think you should be able to filter sales growth earnings growth current P/E p/e to historical p/E based on greater than or less than what ever variable you are looking for. For example if I was searching for a stock to add to my portfolio in the consumer information sector I get 288 stocks then if I narrow that down to say the advertising industry I may want to look at companies that have sales growth greater than say 12%. Presently you can't do that in the results area
1 vote -
Allow selection of multiple portfolios for viewing asset allocation
Allow selection of multiple portfolios for viewing diversification
3 votes -
Judgement report
Add a judgement report that shows the stocks in a portfolio with each of there 5 judgements.
0 votes -
SSG Printouts Should Mirror the Data Series and Time Periods the User Selected in SSG Plus
The first page of a printed SSG always shows Sales, Pre-Tax Profit, EPS, Hi/Low Prices, Sales Detailed Estimates and EPS Detailed Estimates regardless of what data the user selects to view in the Legend box of SSGPlus.
Likewise, the Quarterly Growth Trend Data (when selected for printing) always shows Sales and EPS for TTM and Last 5 Years of Data regardless of what data series or time period the user selected in SSGPlus.
For example: On SSG Page 1, a user may want to add the Dividends, Total Debt and Shares Outstanding in addition to the usual. Or, the user…
1 voteThe printed SSG now shows all lines that are turned on in the SSGPlus application.
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"Quarterly Data" graphs: Add a "most recent 3 years" option.
"Quarterly Data" graphs: add a "most recent 3 years" option. This is especially important for fast growing, small companies. The first 2 high-performing years often skew the graph, making the recent years graph line appear almost flat. We always look at the pink Trailing 4 Quarters, Pre-Tax Profit % Change. Having a 3 year option would help us to visually see the recent change.
1 vote -
Add CNBC to Research/Analyst Estimates
Add CNBC since the site gives a 3-5 yr EPS growth estimate, and a comparison to peers, industry, and the S&P500. This information is lacking on most of the research websites.
2 votes -
Allow printing of the Search Results
There should be a way to print the search results to make it easier to research all the companies. It is frustrating to have to enter the criteria multiple times, or print the companies 10 companies at a time.
4 votes -
Allow PERT Total Return Option
Give the user the option to select either High P/E or Average P/E option for viewing or printing a PERT report.
32 votes -
I would like to be able to share an entire portfolio with my club members without sharing it one stock at a time.
For example, I have a portfolio of solar energy stocks. I'd like to be able to share that portfolio with just a click rather than go stock by stock. As the club's secretary, I have the club's watch list in another portfolio based on previous "stocks to study" that our club members have done. And, my wife and I are both BI members, so I'd like to be able to share portfolios between ourselves easily. For example, our watch list. And, I want to create a portfolio of great local companies. As it is now, I must create the SSGs,…
15 votes -
In the past, perhaps with Toolkit version, I believe, for a stock you already own, e.g. Stock A: a) you could enter, for Stock A, the purch
Decades ago, I believe in Toolkit, you could use current holding, Stock A, enter purchase price, date, current price and date (allowing capital gain calculation if sold), plus your current total tax bracket. THEN Challenge Stock A, taking after tax proceeds and compare to new Stock B... to see projected return 3-5 years later.
This was EXCELLENT so you can see if just holding Stock A, including unrealized gains, is actually superior to selling A and buying Stock B with after tax amount left.4 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 -
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
0 votes -
Enable adding comment while inside an ssg
Instead of closing an ssg to make a comment, allow that while in an ssg
4 votes -
Pre-Defined Screens - export to Excel Spreadsheet
Allow one to export the results in an Excel Spreadsheet from the Pre-Defined Screens.
8 votes -
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 a way to identify portfolio companies in SSGPlus who have had recent earning reports so those companies can be updated.
For new information on companies.
24 votes -
Computerize The Stock Challenge Tree
BI has a hard copy of The Stock Challenge Tree. Toolkit has or had an excellent computerized version.
9 votes -
Allow SSG to be created where a ticker is not included in the data feed or from manual data
I am researching an ADR of a company, which trades OTC. (ex: DKILY, Daikin Industries, a $53B market cap company) I am unable to start an SSG in this company, as the ticker is not found in the data.
I think there should be a "manual mode" for the SSG, which would be useful not only for OTC companies, but also companies listed on foreign exchanges. It could also be useful as a learning tool, to find and populate the data, in order to become familiar with their meaning and source.
6 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
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