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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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262 results found

  1. 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
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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Admin →
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  2. 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
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    0 comments  ·  CoreSSG  ·  Admin →
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  3. SSGPlus Search return result fields for Sales/Earnings not consistent

    The Sale & Earnings growth figures in the "search results" for some companies are not consistent with the SSG. For example, stock symbol MOS (Mosaic) shows:
    Sales = 56.3 & Earnings = 8.6 from the Search results
    Sales = 2.6 & Earnings = 3.8 on the SSGPlus

    There are others with just a discrepancy in Earnings.

    1 vote
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    0 comments  ·  Search / Stock Ideas  ·  Admin →
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  4. 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 box

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  5. 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
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    0 comments  ·  SSGPlus  ·  Admin →
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  6. 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
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    1 comment  ·  SSGPlus  ·  Admin →
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  7. 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
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    1 comment  ·  SSGPlus  ·  Admin →
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  8. Create a new report to show user judgment (forecast) reference points

    The report could be printed alone or with the SSG PDF and would show similar information as the 4 judgment/forecast pop-up windows in order to provide a reference of what was chosen and the other reference points that were displayed at that point in time.

    5 votes
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    2 comments  ·  SSGPlus  ·  Admin →
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  9. 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
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  10. 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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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  11. Alt+M in the CoreSSG.

    Alt+M is a feature that is highly used in the Toolkit and it would be great to see it in the CoreSSG

    1 vote
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    0 comments  ·  CoreSSG  ·  Admin →
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  12. Show Quality rating

    Could you please show the overall Quality rating for the company, based on the earnings, net profit margin, growth, etc ?

    Thanks

    2 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  13. 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
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  14. 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
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  15. PEERs

    Ability to compare more than 3 peers and/or to export peer data to excel so that the data can be manipulated to allow a more detailed comparison outside of SSG.

    1 vote
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  16. Notes

    Large "Note" section so we can copy and paste an article on the company. Also we could paste an URL into the "Notes".

    3 votes
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    2 comments  ·  SSGPlus  ·  Admin →
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  17. Uniform order of the sales and eps columns on all pages/documents

    Order the sales and eps columns so they are in the same order on SSG side 1, Qtr Trend Rpt and PERT.

    1 vote
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  18. PERT Report Sorting defaults to alphabetical in PDF - an error issue?

    When creating a PDF document for the PERT, the created version defaults to alphebatical sorting rather than keeping the sort order chosen. The attached file was created with sorting on the UD ratio but that sort did not remain. I'm looking at this as an error reporting issue rather than a suggestion as I feel like it may be an oversight.

    3 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  19. 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
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  20. 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
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