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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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252 results found

  1. Add a feature to store frequent email recipients for use when emailing a study

    Add the ability to store club members email addresses in the recipients box in the email study feature so we wouldn't have to reenter them each time we send a study.

    5 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  2. Add a box for annual financial info with a % change box adjacent

    Add a box for annual financial info with a % change box adjacent, or incorporate annual finances in quarterly finances by highlighting & also using % changes

    1 vote
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    1 comment  ·  SSGPlus  ·  Admin →
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  3. Include more data on Stock Comparison Guide Report

    Replace many of the P/E lines with the ratios that are currently choices in the user choice lines. Add a return on capital ratio.

    7 votes
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    1 comment  ·  Stock Comparison Guide (SCG)  ·  Admin →
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  4. Change Order of Research Link

    Personalize the Order of the Research links, e.g. put your favorites at the top.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  5. Add 'New Study' button to replace Quick Navigation bar

    Add a 'New Study' button that you can see instead of the 'hidden' Quick Navigation bar in order to open another study. Also add under File > New Study.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  6. outliner in section 3 column d and e - Price Earning Ratio outliners. Its looks like a blank cell.

    Outliner on section 3 columns
    D and E Price Earning Ratio.
    In Adobe Reader, you can see a faint number in the cell if it is a outliner, but when you print, it looks like a blank cell. I looked again in bright sunlight and I can see then it was not a blank cell. I think the color need to be 1 or 2 shades of gray brighter, or can we have a outliner line across the cell with the P/E data. It took extra time to go back to find the number during our club discussion.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  7. Section 4b ..selection option of a, or b, or c, or d....can the selection be highlighted or bold?

    Currently when I selected option d ( Price Dividend Support) as the low price. Is there someway to highlight the selection or grayout the others?

    also, unable to change selection 4A, when we tried to change the high earnings shares (i.e, typed in $6.50 and clicked on update study....the entry changes to $6.40)....calculation error???

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  8. Show the trend indicators (UP/DOWN/EVEN) on the printed PDF report

    Show the 'Evaluate Management' (quality) trend indicators on the printed PDF report.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  9. Add a display to show 5 year growth rates

    In addition to the 10 year growth rates shown for key fundamental data, add a display for 5 year growth rates as well.

    13 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  10. Be able to set target buy price based on PAR in addition to TR

    Add to existing "SSG Results Summary", just above the "Closing Price" line, a section that computes "Buy price to satisfy US/DS of 3 to 1 and <variable target return that can be entered> on projected average return.

    9 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  11. Add ability to assign stock study to a portfolio and add # shares etc while in study mode.

    Annoying to hjave to go into file manager to assign stock study to portfolio. Should have multiple access points within program to add this info.

    3 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  12. Match target return to company size automatically and also provide a way to override the values.

    Instead of using a 15% target return for every stock, reduce the target return to the level appropriate to the company size. A medium size company would have a target return of 12%, etc. This might help newbies realize that 15% growth is not necessarily realistic for large companies. Also, could help get users looking at the return of their entire porfolio.

    1 vote
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    1 comment  ·  SSGPlus  ·  Admin →
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  13. Incorporate/Integrate Stock Research Form into SSG so judgments,and date automatically transfer

    Incorporate /integrate Stock Research From with SSG so that the Stock Research Form is automatically populated by judgments you make on the SSG. This would be similar to what happens in Turbo Tax Software's Step-By-Step Program feature. It asks you questions and based on your answer the 1040 Form is filled in. For example, the highest /lowest and average PEs could easily be transferred to the Form after that judgment is made.

    I am raising this because i find it cumbersome and inefficient to be switching back and forth between the SSG(internet) and the Stock Research Form(offline word document). If…

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  14. Calculate the beta of the entire portfolio

    When developing portfolio reporting, include the beta for the entire portfolio in one of the reports.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  15. Show the Assess Stock Price Graph when you click on quick view for a study

    When clicking on quick view for a study, display the color coded 25/50/25% graph for assessing stock price (either instead of or in addition to the typical SSG chart with sales, stock price, and earnings).

    1 vote
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    1 comment  ·  SSGPlus  ·  Admin →
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  16. User customizable research links

    Allow the user to add and save their preferred research links to add to the list of research websites.

    0 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  17. Increase the font size

    Increase the font size in the data grid and 2nd page (Valuation and Return).

    2 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  18. save the state of the sorting in the portfolio list in the manage app

    save in member profile data

    0 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  19. save the state of the industry averages column when sharing an SCG

    0 votes
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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Admin →
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  20. ID all non-trading tickers in the study list

    This can help users clean up their study lists.

    0 votes
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    0 comments  ·  File Manager  ·  Admin →
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