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

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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.

    31 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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,…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  5. Enable adding comment while inside an ssg

    Instead of closing an ssg to make a comment, allow that while in an ssg

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CoreSSG  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  7. Pre-Defined Screens - export to Excel Spreadsheet

    Allow one to export the results in an Excel Spreadsheet from the Pre-Defined Screens.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
  8. Under the Research/BetterInvesting/Member Sentiment Tab: set the "Average" row to be viewable without having to scroll to the bottom of pag

    Under the Research/BetterInvesting/Member Sentiment Tab: set the "Average" row to be viewable without having to scroll to the bottom of page. So, if, for example, only the top ten forecasts were selected, the average would show without scrolling; or if all forecasts were selected, the average would show without scrolling.

    31 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  9. Computerize The Stock Challenge Tree

    BI has a hard copy of The Stock Challenge Tree. Toolkit has or had an excellent computerized version.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  10. 21 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add a quick link to go from the SSG page to the BI Home Page

    Like the Tools link from BI Home to the SSG site, it would be most helpful to add a link from the SSG site to the Home page.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add an "Are You Sure" to the Update All Button

    That button is DANGEROUS! I accidentally pressed it and ALL my studies were updated!!! Not only did this take a LONG time but all my history of SSGs was gone! Why not add an ARE YOU SURE confirmation?

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add the BI top 100 as one more of the filters in the screening tool

    Allow a member to select from the top 100, say 'those above xxx' or 'Morningstar B' etc.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
  17. 15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  18. Change color of numerical data in Q & A data when changed by user.

    We have the option of changing the quarterly and annual data when unusual circumstances exist. The checkmark in the last column notes that some data has been changed but does not note which data has been changed.

    If the color of the data was changed to reflect that the data had been changed this would be quick and easy.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  19. Please make it so that the R squared, PEG, and Relative Value % PRINT out on the SSG.

    These are on the Toolkit when it is printed and they are very useful to have them visually when a company is being discussed in a group.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add button to delete multiple (or all) sets of saved SCG

    I use SCG's a lot. Over time I have dozens of old SCG's that I no longer want to keep. It is a pain to delete one at a time.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 11 12
  • Don't see your idea?

Feedback and Knowledge Base