Stock Selection Guide Tools

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  1. 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
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  3. Open to New Tabs when clicking the report button of a portfolio and when selecting a stock in the portfolio report

    Open to New Tabs when clicking the report button of a portfolio to display a second portfolio report and/or when selecting a stock in the portfolio report. Currently in replaces the portfolio report view and one has to navigate back to the file manager to reopen the original portfolio report.

    6 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add ability to create personal data backup for portfolios

    I would like to have a personal data backup for my portfolios so that if a portfolio gets corrupted I can restore the file.

    1 vote
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  5. On the Portfolio and Studies page, let portfolio view extend across user's screen to reduce scrolling

    On the Portfolio and Studies page, user has to scroll back and forth to view the entire portfolio table. There is a lot of wasted blue space to the left and right of the portfolio view. It would be helpful if the view wasn't fixed to a specific width, but used responsive design to allow it to expand to fit the entire browser window width per the user's own computer and browser width preferences. Because the row headings are fixed, once user scrolls to the right, you don't know what stock you're looking at for the right side columns.

    4 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  6. Portfolio update SSG

    Be able to update Portfolio with new SSG report without having to delete existing from portfolio and then add new SSG (sometimes imported from member following the stock) into the portfolio and reentering shares held. (i.e. Replace SSG abc 1/1/19 with abc 3/1/19)

    2 votes
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    1 comment  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add "Freeze Header Pane" on Pert Report in online tool

    Please freeze/lock the column titles on the Pert Report so that it makes it easy not to lose place when scrolling up/down and left-to-right through the companies. Company names are locked on left hand side of sheet; Please lock upper column titles. Thank you.

    45 votes
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    4 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add revenue ranges to the Size Diversification Report

    The current size definitions for small, medium, and large companies are not easily located. Add a legend to the Size Diversification Report that explains the revenue range for each size.

    2 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow the user to select either % high total return or % average total return for reports

    In the report summary allow the user to select either the compound total return using the high PE OR the CTR using the average PE.

    5 votes
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    2 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  10. Provide capability for clubs to share their SSGs via a club portfolio that all club members can access.

    Two issues: (1) access by all club members (with SSGPlus subscription) to access club's portfolio and (2) individuals in multiple clubs being able to access one single SSG but in multiple, club-designated portfolios.

    100 votes
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    6 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →

    This item is now in the active planning/architecture stage. There are many use cases for how this could be implemented and, once we launch the first use case, we anticipate functionality to be added for other use cases over time.

  11. Ability to pick one or more SSGs/studies from the list of existing studies and add them directly to a portfolio.

    The user would view their list of SSGs/studies and select them then click 'add to portfolio' and identify an existing or new portfolio.

    0 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
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