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
257 results found
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Allow outliers to be chosen in the Peer graph display
Allowing outliers to be selected in the peer graph display will allow the graph to rescale based on displayed data and will recalculate the growth rates/averages that are displayed.
7 votes -
4 votes
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Enable the TK6 library feature
It's very handy to be able to switch to another library. I have one called "junk" where I don't worry about creating quality SSGs. I have two others for my club and my personal SSGs. I can do TK challenges on the last two without worrying so much about corrupting my results. If I get another vote, I'll vote to add the challenger.
4 votes -
Increase the font size
Increase the font size in the data grid and 2nd page (Valuation and Return).
2 votes -
Add the ability to remove Pre-tax Profit Margin data (outliers) in the Preferred Procedure window.
In the Preferred Procedure window, it would be nice to be able to identify outliers in the Pre-tax Profit Margin data (from the most recent 5 fiscal years) to quickly calculate a new average. The new average would then appear as the default value for the PTPM in the preferred procedure calculator.
4 votes -
Have only one ticker input field for all studies, like in Toolkit.
It would be simpler to have only one field for ticker input, that would either pull up all studies in database with that ticker, or allow data input for a new study, as is done in Toolkit. If we are in a portfolio and want to look at a stock that is in the database but not in this portfolio, it is now necessary to go back to "all portfolios" to find the study. The current design is very unwieldy, and an unnecessary inconvenience.
5 votes -
Enable Quarterly Data Charting:
Make better use of the “Quarterly Data” tab. I use it regularly, but it is difficult to spot trends in the data without charting it. Being able to download it into Excel would suit my personal needs. Being able to select the data you want to chart and then click a button and have the chart appear would be great. The ultimate would be to be able to do both.
1 vote -
dividend growth
will be a good idea to see dividend growth since div+growth is in foundation of NAIC ideology. Personally, I like to see low div yield next to high div yield.
3 votes -
Show portfolio(s) for individual stocks
Add the ability to select a stock and then show the portfolios that stock belongs to and the number of shares.
3 votes -
PERT mouse-over popups
On the PERT report use mouse-over popup help text to describe each column header and it's derivation eg when mousing over 'Proj RV' - popup 'Projected Relative Value = Proj PE / Avg PE (Projected)'
On PERT report, when hovering over a colored cell use popup help text to describe the condition that triggered the colorization event.
4 votes -
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 -
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 -
Debt label on SCG Stock Comparison Guide
I personally would like to see the last year of Debt % Equity on the Stock Comparison Guide (SCG), rather than a 5-year average. Either way, the label should identify what period the number is for (like PTP and % Earned on Equity are labeled as a 5-year average).
1 vote -
Integrate more of the info in the "SSG Reference Guide" into the Core SSG tutorial information.
Consolidate all guidelines into one area so folks don't have to go between a paper reminder and what's online in the tool
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 -
Add a sorting indicator on the PDF copy of the PERT report
The PDF copy of the PERT report does not indicate what column the report is sorted on, nor the sorting order. Could something be added to a header or footer that shows what column the report is sorted on, and in what order?
1 vote -
Make labels more descriptive
It would be helpful if some of the labels were updated to make them more descriptive, so we don't have to guess or reverse engineer the numbers to figure them out.
For example: in the Fundamental Company Data section, user has no way of knowing just by looking at the table if the column labeled "Forecast (%)" is an annual forecast or is it the forecast for 5 years in total?
In section 3, it says "High this year" and "Low this year". Does that mean the calendar year, or is it a TTM time period? (plus it would be…
4 votes -
Add ability to input prior quarter or year when data is missing from data feed.
1st Quarter of 2016 data for Flowers Foods is missing. I have contacted both BI (June 6) and Morningstar (June 22, July 31, and August 16) to have the data added. It is still not in the data feed and I cannot add a prior quarter of data to the SSG manually to include the missing data.
6 votes -
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 -
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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