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
119 results found
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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 -
PERT problem
Today Craig Jacobsen and I noticed the Online Portfolio Pert report gave three companies pink flags in sales when the forecast percents were lower than the actual last 1/4 sales. Namely LOW, CMI and FDS. A Toolkit PERT with the same front page forecast had no pink in the sales columns. Perhaps there is a problem with the Online PERT. Check it out if you have time. Thanks.
3 votesFixed this issue.
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Allow Portfolio Summary Report to be Printed as Sorted on the Screen
I can set up a portfolio to follow, and on the screen I can reorganize the stocks in the portfolio in alphabetical order, but when I go to print the list of the stocks in the Summary Report, they always print in the original order. Allow the Summary Report to print as sorted and shown on the screen.
6 votesThis feature was implemented with the last release. Thanks for submitting and voting!
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Stop automatic page reversing
We have two pages of stocks. When updating EACH file on the second page, file manager auto-reverses to page 1. Very annoying to have to "go back" to page 2 after each one.
3 votesThis item was complete as of 3/1/2016.
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Print Notes from the Note Window
It would be helpful if the notes could be printed from the note window without having to send them to Microsoft Office Quick Notes or One Note.
1 voteNotes can be printed to a PDF by appending them to the 2 page SSG report as a 3rd page.
To print the Notes, select ‘Print’ , then click on ‘Append Notes’ and then ‘Generate PDF’ and the notes will become part of the PDF. We are planning a new ‘Notes’ tab (rather than a popup) and will consider how printing would work from that screen. -
Add the "red line" to show current price in the Data Preview feature of the Screener.
Would like to know about where the current price is when using the Data Preview feature of the screener.
1 voteThere is now a red line to show the current price in the screener preview popup.
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Fix trying to go to Search after wanting to Abandon Study
When you are in a new study, decide you want to go back to Search and don't want to save the study, it doesn't Abandon. You have to either save the study, or go the Library in order for Abandon to be accepted.
1 voteFixed.
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Add 2 columns to the Portfolio Summary Report to display number of shares and total stock value in the portfolio.
Adding this basic information to the Portfolio Summary Report would make the portfolio "snapshot" more complete and useful to clubs and individuals.
10 votesThis was implemented with our last major update that was released in September 2015.
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List the Company Size in Growth Rates section in Stock Comparison Guide.
I have different growth rate expectations based on revenue; would be nice to have company size listed on SCG.
7 votesThe company size is now displayed in the header as well as in the ‘Other Comparisons’ section.
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