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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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267 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. Add a historical data audit like Toolkit

    Add a historical data audit like Toolkit. These are algorithms that examine the historical data and provide feedback about good performance or potential problem areas.

    1 vote
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  6. 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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  7. Add a link, button or method to choose between CoreSSG and SSGPlus when in the File Manager

    2 votes
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    0 comments  ·  File Manager  ·  Admin →
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  8. 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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  9. 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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  10. Increase the font size

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

    2 votes
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  11. Ability to share a study on Facebook

    Give the user a link to allow them to share a read-only version of their study on Facebook.

    1 vote
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  12. 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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  13. save the state of the industry averages column when sharing an SCG

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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Admin →
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  14. 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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  15. Add a 'Select All' button to select all studies on a page

    This can be used to better select studies for deletion

    0 votes
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  16. Show suggestions for peers

    When picking a peer, show suggestions from a list of companies in the same industry and of the same 'size'.

    0 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  17. Create SSGPlus 'Non-Study' view

    This would be a pared-down view by removing the judgment-related components but also generally retaining the overall layout. Also, perhaps some of the data or components could be compressed into more of a dashboard-like style. For example, the Analyze Growth tab could stay the same but the judgment components would be hidden and sections 4 and 5 of the Valuation tab could be replaced with a dashboard. The added benefit of this is it could aid the members who do quick, high-level research by scanning for companies to invest in.

    0 votes
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  18. Modernize the look and feel of all of the Online Tools

    Make the tools design more closely resemble the BI website in look, feel, colors and modern web design.

    0 votes
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  19. Allow more than 5 companies to be compared with the Stock Comparison Guide

    I find limiting the number of stocks to just 5 to be too small. I would like to compare up to about 15 stocks, say our complete stock portfolio.

    0 votes
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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Admin →
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  20. Allow an SSG from the past to be generated

    I would like to generate an SSG at a point in time in the past. This way we could evaluate our past judgements and see who closely they matched known future results.

    0 votes
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