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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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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15 votes
In 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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Add a graph of 10 years of payout values
Add a graph in the SSGPlus to see 10 years of payout values
2 votesPayout values are graphed in both the Peer data and when you click on the green box to enter/change payout judgment.
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Add a judgment audit like Toolkit
Add a judgment audit like Toolkit. These are algorithms and reporting that examine the user's entered judgment for sales, earnings, high PE, low PE, low price, and/or payout on potential problem areas.
6 votesHistorical data and judgment audit is now available in both CoreSSG and SSGPlus.
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Show actual name in file manager along with ticker
Many of us do not have company names memorized by ticker.
7 votesThis feature request is now programmed and available in both the CoreSSG and SSGPlus.
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Add the ability to import an ITK file to SSGPlus
Import an ITK file from Toolkit to the online data accessed by SSGPlus.
17 votesThis was implemented with our last major update that was released in September 2015. The ITK import format is available at the top of the ‘My Studies’ page.
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5 votes
The trailing twelve months (TTM) EPS is now the default value used for new studies.
There is a user preference setting for people that do not want this default.
Regards,
BetterInvesting -
Under research tab have the sites grouped by type of information being sought.
For example:
Research (the heading tab)
EPS estimates
----------------- Yahoo (linked to section with EPS estimates)
----------------- Reuter (etc)
Competitors
----------------- Yahoo (linked to section with EPS estimates)This would serve to prompt the analyst to go to the better sites to consistently get quality information on the topic of interest.
2 votesThanks for voting on this feature. It was implemented with the March 6 release.
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