Stock Selection Guide Tools
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Submit and Vote on Ideas for SSGPlus, CoreSSG and Stock Comparison Guide Apps
104 results found
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113 votes
Most TK6 features have a comparable feature in SSGPlus. This item is closed. All feature requests will be handled individually from this point forward in order to gauge interest and prioritize development.
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Add the 52 week High and Low PE to Section 3 Price Row.
The current wording 'High This Year and Low This Year should also be retitled to 52 Week High and Low respectively.
33 votesThis data is included in SSGPlus in the 'current' line.
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Show relative value on the 2nd page ('Valuation and Return')
Show the stock's relative value on the 2nd page ('Valuation and Return')
35 votesRelative value is shown on the ‘Ratios’ tab in SSGPlus
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Add a screener option to find up, straight, and parallel companies.
The mantra of BI is to find up, straight, and parallel companies. The screener should have an option to find these companies.
9 votesThis was implemented in September 2023 with the new 'A-List Companies' pre-defined screen for SSGPlus users. The A-List Companies screen returns all companies that pass every historical data audit check or fail only one check. No valuation criteria are included.
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Add reference file showing adjusted EPS that takes out the effects of the "2017 Tax Cuts and Jobs Act"
Under SSG Help / Reference Materials add a file showing adjusted EPS that takes out the effects of the "2017 Tax Cuts and Jobs Act"
7 votesNotes EPS adjustments should be entered in the Notes feature and flagged as ‘Community Note’.
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Consistency on numbers for R2 on Stock Comparison Guide SCG
The Industry Average for R2 on the Stock Comparison Guide shows as a percentage rather than decimal. I'm assuming that 27.3% for an R2 is equivalent to .273.
1 voteR2 is now shown as a decimal.
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Add Company Size to the Company Summary
Folks have a hard time remember the company size definitions by BetterInvesting. Consider adding company size that to the Company Summary box based on BI definitions
6 votes -
Quarterly Data
Limit the Quarterly Data X-axis scale to 50% so the plots will not be compressed, making judgements near 10% data difficult.
1 voteHi,
There is an option to restrict the Y axis (height) scale to 50%. It is called ‘Limit 50% Growth’. The X axis can be set to show 5 years or 10 years of data.
Regards,
BetterInvesting -
Consistency in Data Updates
The update for data and prices should be in the same order on the "Refresh Portfolio" dialog box on the Portfolio page and the "Refresh Data From Data Service" dialog box on the SSG. Please see attached .pdf.
2 votesWe implemented consistency but chose to keep price updates as the first option.
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Problem when Ticker Symbols & Stocks no longer appear in the All Studies but show up in a portfolio with no way to delete it
Problem when Ticker Symbols/Stocks no longer appear in the All Studies due to no longer on Stock Exchanges but shows up in a portfolio with no way to delete it. Need way to delete it from a portfolio.
9 votes -
Allowing locking of data on an SSG.
Allowing locking of data on an SSG to prevent accidental updates if more than 1 SSG on a company. Some keep a separate SSG for each addl buy of a co. Locking would prevent accidental updating of that SSG.
2 votesUser entered data is now locked on a row-by-row basis.
We advise that all ‘non-changed’ data is kept unlocked so it is automatically updated (upon a user initiated refresh/update) in the case of a stock split.
Regards,
BetterInvesting -
Be able to share a SCG
Be able to share a SCG with other club members
1 voteUsers have the ability to share a Stock Comparison Guide (SCG) by clicking on the ‘Share’ menu item and then selecting recipients. Upon accepting the share, the recipients will receive a copy of the SCG as well as the supporting studies for the SCG.
Regards,
BetterInvesting -
1 vote
The March 2023 updates to member sentiment show the number of studies and the number removed as outliers.
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Put a line under Section 3 that will give the RV and the Projected PEG (Current PE/ Est EPS Growth Rate).
Please put a line under the SSG Plus Section 3 that will give the RV calculated as (Current PE/5-Yr Avg PE) and the Projected PEG calculated as (Current PE/ Est EPS Growth Rate). These are very important valuation measures.
Relative Value according to my old Stock Analyst manuals:
" Good value is present when the current P/E is less than the historical average P/E ratio. This is measured by dividing the current P/E by the average P/E (x 100) to produce a figure called the Relative Value...This is the best overall measure of the reasonableness of a current P/E multiple...Relative…19 votesRelative value and PEG are now available and located on the ‘Ratios’ tab.
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In SSG Pro, like in Core, allow user to see 10 year history of high and low PEs
10 year history on PEs
3 votesIn the SSGPlus you can see the 10 year historical high and low P/E’s on the ‘Valuation and Return’ tab by clicking on the button ‘Show/Hide Price/Earnings Chart’
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Ability to compare P/Es for peers within Plus and Core
As with sales and eps growth, ability to see historical valuations of peers
2 votesThis option is available for both CoreSSG and SSGPlus
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Add "Prices current as of xx/xx/xx" to top of section 3
At the top of Section 3, there is plenty of room on the top line that displays the stock prices. How about adding "Prices current as of: xx/xx/xx". When working on an older study, the original date is shown in the title bar, so it's not necessarily clear that the prices displayed at the top of section 3 are more current than the Study Name/Date.
1 voteThanks for the suggestion!
The price date is shown next to the current price. -
Reports:
On the report PDFs: The Diversification Report file name includes the PORTFOLIO name. The Summary and PERT do not, but should (as should ALL report PDFs).
2 votes -
In determining a low price the "Determine Low Price-Next 5 Years" box pops up. Would like to see this prepopulated with the last 4 quarters
In determining a low price the "Determine Low Price-Next 5 Years" box pops up. Would like to see this prepopulated with the last 4 quarters EPS.
4 votesThe trailing twelve months (TTM) EPS is now the default value to populate the ‘Low EPS’ value in the Low Price calculation.
Users may change their preference setting to use the last annual price or may overwrite the TTM EPS value.
Regards,
BetterInvesting -
PERT Report PDF
If the report extends to more than one page, the headers should be repeated at the top of each page. Also, occasionally when I print a multi-page PERT Report, the last stock on the first page is split in half -- the top half is on one page, the bottom half of the row is on the top of the second page. The report needs to be generated in a way that will prevent this split.
1 vote
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