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
107 results found
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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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1 vote
Bug fix applied and message no longer appears.
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Ability to update all stocks in a portfolio
Have an option to do company updates on all companies in a portfolio.
36 votesThis was completed in our last major update released in September 2015.
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Add a logoff button
When I log on to SSGPlus I can not locate a logoff button
1 vote -
Lock the header
Please lock the header portion of the 'Better Investing sentiment' screen. When we choose all the SSGs in the sentiment screen, it is hard to find which values belong to which column titles.
Thanks
9 votesThis was completed with the most recent major release released in September 2015.
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Add the ability to add Quarterly & Annual data for companies where manual data entry is necessary (Add a Quarter - not just Edit)
Certain companies have imported data that conflicts with Value Line and/or Yahoo financial data. For these companies it is necessary to manually edit the data. This works. However, as another Quarter is completed, you are unable to add an additional Quarter. I imagine you are also unable to add a Year when the year is complete.
12 votesHi, This item was completed in our last major release and is available now in both CoreSSG and SSGPlus.
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Add ability to update the stock price at any time
Add ability to update the stock price at any time
5 votesWe now have an option with the study, from the file manager and when updating a whole portfolio to update only the price.
This was implemented with our last major update that was released in September 2015. -
Add the capability to import SSG studies that have been sent by another club member.
The SSGPlus does not have the capability to import SSG studies that have been sent by another club member. You can export your files so others can view your stock studies, but the SSGPlus does not have the ability to import studies from others. The import capability should gohand-in-hand with the export capability.
77 votesThe ability to import ITK files from a Toolkit user was implemented with our last major update that was released in September 2015. This feature is available from the ‘My Studies’ section of the app.
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8 votes
This was implemented with our last major update that was released in September 2015.
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Add ability to update the stock price at any time
Show not only yearly high and low prices but also yearly closing prices and draw a line thru them
1 voteWe now have an option with the study, from the file manager and when updating a whole portfolio to update only the price.
This was implemented with our last major update that was released in September 2015.
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