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
262 results found
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Change Peer Averages to Average Only Chosen Peers
Currently the peer averages are calculated from all companies in the same industry of a similar size. This change would average data from just the 3 chosen peers.
3 votes -
Allow PERT Total Return Option
Give the user the option to select either High P/E or Average P/E option for viewing or printing a PERT report.
32 votes -
In the past, perhaps with Toolkit version, I believe, for a stock you already own, e.g. Stock A: a) you could enter, for Stock A, the purch
Decades ago, I believe in Toolkit, you could use current holding, Stock A, enter purchase price, date, current price and date (allowing capital gain calculation if sold), plus your current total tax bracket. THEN Challenge Stock A, taking after tax proceeds and compare to new Stock B... to see projected return 3-5 years later.
This was EXCELLENT so you can see if just holding Stock A, including unrealized gains, is actually superior to selling A and buying Stock B with after tax amount left.7 votes -
I would like to be able to share an entire portfolio with my club members without sharing it one stock at a time.
For example, I have a portfolio of solar energy stocks. I'd like to be able to share that portfolio with just a click rather than go stock by stock. As the club's secretary, I have the club's watch list in another portfolio based on previous "stocks to study" that our club members have done. And, my wife and I are both BI members, so I'd like to be able to share portfolios between ourselves easily. For example, our watch list. And, I want to create a portfolio of great local companies. As it is now, I must create the SSGs,…
18 votes -
Share Pert Report files
It would be great to be able to share Pert Report files with Club members electronically, similar to sharing itk files.
5 votes -
Make columns selectable in portfolio summary report
allow user to add/hide columns in the portfolio summary report and have them saved by user or (ideally) by portfolio
1 vote -
Enable adding comment while inside an ssg
Instead of closing an ssg to make a comment, allow that while in an ssg
5 votes -
Add a quick link to go from the SSG page to the BI Home Page
Like the Tools link from BI Home to the SSG site, it would be most helpful to add a link from the SSG site to the Home page.
10 votes -
Pre-Defined Screens - export to Excel Spreadsheet
Allow one to export the results in an Excel Spreadsheet from the Pre-Defined Screens.
12 votes -
Computerize The Stock Challenge Tree
BI has a hard copy of The Stock Challenge Tree. Toolkit has or had an excellent computerized version.
15 votes -
Add a way to identify portfolio companies in SSGPlus who have had recent earning reports so those companies can be updated.
For new information on companies.
32 votes -
Ask to auto complete an SSG like Toolkit
This would also help when quickly building a portfolio and to know if a company is viable.
1 vote -
Add Feature to Portfolio Reports Screen: show the "Buy price to satisfy US/DS of 3 to 1 and 15% total return" shown in each SSG Plus study
Could you add another column to the portfolio Reports screen that shows the following SSG Results Summary item called: "Buy price to satisfy US/DS of 3 to 1 and 15% total return:" This is generated on each SSG Result Summary table in part 5 of each SSG. You currently only show the "Buy Below" and "Sell Above" price in the Reports screen but it would be nice to know the 15% price of all the stocks shown in the portfolio reports screen. I would basically be using it as my pounce list or know when a current holding is at…
8 votes -
Allow SSG to be created where a ticker is not included in the data feed or from manual data
I am researching an ADR of a company, which trades OTC. (ex: DKILY, Daikin Industries, a $53B market cap company) I am unable to start an SSG in this company, as the ticker is not found in the data.
I think there should be a "manual mode" for the SSG, which would be useful not only for OTC companies, but also companies listed on foreign exchanges. It could also be useful as a learning tool, to find and populate the data, in order to become familiar with their meaning and source.
7 votes -
Add an "Are You Sure" to the Update All Button
That button is DANGEROUS! I accidentally pressed it and ALL my studies were updated!!! Not only did this take a LONG time but all my history of SSGs was gone! Why not add an ARE YOU SURE confirmation?
3 votes -
Notes Default Settings
With the new notes feature the Staff and Community notes defaults to being on. I recommend that the default be changed to "off" or allow user to set global defaults to their preference. The community notes are often inane and useless.
3 votes -
Add the BI top 100 as one more of the filters in the screening tool
Allow a member to select from the top 100, say 'those above xxx' or 'Morningstar B' etc.
3 votes -
15 votes
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Please make it so that the R squared, PEG, and Relative Value % PRINT out on the SSG.
These are on the Toolkit when it is printed and they are very useful to have them visually when a company is being discussed in a group.
16 votes -
Change color of numerical data in Q & A data when changed by user.
We have the option of changing the quarterly and annual data when unusual circumstances exist. The checkmark in the last column notes that some data has been changed but does not note which data has been changed.
If the color of the data was changed to reflect that the data had been changed this would be quick and easy.
2 votes
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