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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Decimal precision: 2 decimals for EPS & Price, 1 for all else
Having a higher precision level doesn't make it more accurate. Also send the wrong signal re the accuracy. Follow TK6 lead.
0 votesThank you for submitting this feature. This issue is now closed.
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FrankWilso@gmail.com
Warren Buffett states that when he and Charlie buy common stock for Berkshire they approach the transition as if they are buying into a private business. They look at the economic prospects of the business, the people in charge of running it, and the price they must pay. (see The Essays of Warren Buffett by Lawrence A. Cunningham, Second Edition, p 77) BI does good with teaching about how to in economic prospects and if the price is right, but we need more information on management. How do we research that? Thanks.
2 votesThanks for submitting. This entry has been responded in the comment section and closed.
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6 votes
Response improved with our major update in September 2015.
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Show Sales % Growth Rate in Preferred Procedure
In the Preferred Procedure screen under the column of Sales numbers it would help to show the Historical Sales % Growth Rate since we are asked to enter our % Judgment Forecast. Also be able to remove Sales Outliers while in the Preferred Procedure screen so can see the % change.
15 votesThe sales growth rate is now shown in the Preferred Procedure screen by clicking in the tab labelled ‘Sales Growth Trend’.
Regards,
BetterInvesting -
14 votes
Columns in the Member Sentiment view are now fixed at the top.
Regards,
BetterInvesting -
Save preferences for columns to display in the 'Your Studies' area
Save my preferred columns to display when viewing all of my saved studies. Or better yet have a menu of personal saved displays that can be selected from a drop down (like saving a screen search).
1 voteSaving your chosen column to display was implemented with the March 6 release.
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Alphabetize studies
Alphabetize saved studies for ease in finding them.
7 votesBy default studies are displayed in reverse date order. The study list can be sorted by clicking on the column heading or filtering by putting text in the filter boxes below.
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add the ability to see the daily fluctuation in Upside/Downside ratio without rerunning the study
When I open Toolkit - after I refresh stock prices, I can immediately see the changes in Upside/downside ratio. this functionality is critical to the tool and I would like to see this replicated online.
20 votesHi,
The upside/downside ratio is immediately updated after prices are updated/refreshed. The prices can be updated by individual study or by portfolio from the ‘My Studies’ page.
The updated upside/downside ratio is shown in the study as well as the applicable portfolio reports.
Regards,
BetterInvesting -
Functionality issues: - Switching between Projection Points is slow
- Toolkit is practically immediate.
0 votesSwitching between projection points is nearly instantaneous now.
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Add graphs for portfolio distribution for stock size and sectors
I would like to see pie charts for portfolio sectors and size.
2 votes -
add pre-tax profit to printed graph
add pre-tax profit to printed graph
8 votesThank you for voting on this feature. The pre-tax profit value is now shown on the graph in the PDF report.
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Show PEG ratio on the 2nd page ('Valuation and Return')
Show PEG ratio on the 2nd page ('Valuation and Return')
55 votesThe PEG ratio has been implemented on the ‘Ratios’ tab for SSGPlus users.
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15 votes
You can update all studies in the account by clicking on the ‘Portfolios’ bar on the ‘My Studies’ screen then looking for the ‘All Studies’ row and clicking on the Refresh (circular) icon to refresh/update the data in all studies.
You also have the ability to update all studies in a single user-defined portfolio in a similar manner.
Regards,
BetterInvesting -
Allow the ability to update all relevant studies as a group rather than one at a time
It is time consuming and annoying to have to update all stocks for a club meeting one at a time. This should be changed to allow one step updating.
35 votesThanks for submitting and voting on this feature! It can now be accomplished by setting up a portfolio, adding the relevant stocks and then you can update the SSGs (either just prices or price and data) as a group. See the Portfolio Quick Start Guide available from the tools ‘Help and Information’ Tab for more information.
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105 votes
Thank you for voting on this feature! The ability to produce a PERT portfolio report was implemented at the end of August 2014.
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Movable graph lines
Allow the user to select and move any graph line on the main graph up or down. Have the application save the desired placement so it is redisplayed in the preferred location when the SSG is re-opened.
81 votesThank you for voting on this feature! Movable lines for SSGPlus was implemented with our April 2016 update.
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Allow the user to update their study from within the study display
Allow the study data to be updated without going back to the 'Your Studies' tab in the file manage section.
13 votesThis feature is now available for both CoreSSG and SSGPlus. Select ‘Refresh Data’ under the ‘Data’ menu item.
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Adding Return on Assets as an “Evaluate Management” metric when studying bank stocks
According to many resources, Return on Assets (ROA) is one of the best ways to evaluate profitability of a bank. %Pre-tax Profit on Sales is less useful when evaluating a bank, so I would suggest replacing that line with ROA for banks.
The calculation is done in one of 2 ways:
Return on Total Assets (ROTA) = CY Net Profit / CY Total Assets
Return on Average Assets (ROAA) = CY Net Profit / ((CY Total Assets + PY Total Assets)/2)Where CY = current year; PY = previous year
Both are used. ROTA would result in a more conservative…
6 votesHi, this has been completed and is now available in SSGPlus!
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Add a graph of quarterly data
Add a graph of quarterly data like the PERT-A (Quarterly Trend) graph to the SSGPlus.
36 votesThank you for voting on this feature! The ability to see a graph of quarterly data was implemented with the April 8th release.
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14 votes
Thank you for voting on this feature! The ability to print the quarterly data report was implemented with the March 6 release.
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