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
250 results found
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List what quarter of the fiscal year is being reported beside the date.
We would like to be able to complete our quarterly reports forms more easily from the OLT. One data point missing is the number of the quarter of the fiscal year being reported. (ex: Q4 6/30/17) Would also like to see projected relative value on the SCG. (Which is a great tool BTW.)
10 votes -
When entering a ticker for a study all studies with that ticker should be on top of the popup list
After I input a ticker into the box, from quick navigation, all existing studies for that ticker should be displayed at the top of the drop down list. that way if there is an existing study I may want to utilize I can make that choice at that time.
4 votes -
Graphical Stock Comparisons
Would be nice to be able compare two or more companies graphically for their stock performance for a given time horizon, say 1, 2, 3 or 5 years. (A picture is worth a thousand words).
3 votesEvaluating a company strictly on price performance is not the primary purpose of the tool and there are many sites that do this already. We suggest checking out the ‘Price Charts’ research links in the tool.
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Add a bulk add feature to create a portfolio
Allow me to create a portfolio by clicking on existing studies. Ideally, I'd like to also be able to enter the number of shares in a tabular view instead of having to edit each stock in the portfolio.
another bulk add idea would be to be able just list the ticker symbols and then add the judgment to each SSG in the portfolio
6 votes -
Show which companies have new data since my last data update.
One helpful feature of Toolkit 6 is that it shows which companies have updated data since my last data update, i.e. companies that have had quarterly earnings releases. That indicates which companies I need to re-study. Otherwise, it is not evident which companies need re-study.
32 votes -
Pre-Defined Screens should use the same Criteria as manual entry
The pre-defined screens use different Criteria that the manual entry for example pre-defined screens use 10 yr Growth numbers for Sales and Earnings and use >10% which is not an option in the drop-down search criteria. Also search criteria use 'EPS R2 5 year greater than 0.9'. Not sure what the cryptic R2 refers to and should be removed and 0.9 and ranges as used in the pre-defined screens dont exist in the manual search. May I suggest that all pre-defined searched use the same search criteria as the user can select to allow a user to enter similar searches…
2 votes -
Allow user to expand the active window both vertically and horizontally.
Being able to change the vertical and horizontal limits myself and to fit the parameters per my computer setup, would be a big help. Under "My Studies" you cannot see all the columns at the same time.
4 votes -
Add the 3 Morningstar grades from the Search Criteria to the SSG
The Morningstar fields from the Search Criteria are helpful, and would be even more useful if they can be reflected on the SSG...perhaps in the company info, or on the right side or as a pop-up window.
4 votes -
Date stamp for SSG study date/update.
Add a date stamp to portfolio display that shows when I last updated an SSG study, i.e. change judgement, so that I know how old my study is. The current Modified Date changes with price and data updates and does not reflect when I last studied the SSG.
6 votes -
Add a Stock Wish List - A list of Stocks to look further into
It would be great to:
0) Create a further review stock list
1) That list could be a portfolio but stocks in a portfolios require that an SSG has been done. Perhaps The Wish List is better in another new list.
2) Have a check box in the search tool to add a stock to the further review list.
3) Enter a table of stocks (from a comma separated text list) that have been found outside of the SSG into the further review list
4) Add a quick preview Data for like one in the stock screen search list.I…
4 votes -
Create a One Click method to export .SSG , .ITK .PDF files directly to OCA's FILE STORAGE.
Create a One Click method to export .SSG , .ITK .PDF files directly to OCA's FILE STORAGE.
this would eliminate the 2 step process of first exporting to download folder, then opening OCA to 'upload'.
This would be a similar process to the webinar registration's "one click' method to add a webinar to your calendar.1 vote -
Add an option to the FILE menu to allow for "Add to a Portfolio"
When completing a study that we want to add to an existing portfolio or watch list, it would be helpful (and simpler) if the user could do that directly from the study, instead of having to return to the list of portfolios and then edit the portfolio to add the stock.
3 votes -
Notify SSG User of new quarterly stock data availability upon opening SSG
Similar to what was on Toolkit 6
14 votes -
Add current PE in parentheses after the Current Price as shown in Toolkit 6
Add current PE in parentheses along with the Current Price as is shown in Toolkit 6; i.e., Current Price (PE) 44.78 (20.1)
52-Week High Price (PE) 61.05 (27.4) and 52-Week Low Price (PE) 33.67 (15.1).12 votes -
The two date columns in the list of stocks should be more informative
By default, the original date of the study is added to the name of the stock, so there is no need to show it in a separate column. The much more relevant dates are the Most Recent Price and the Judgment Date, which would be the last date in which any of the judgment items are modified. It would also be helpful to see the Most Recent Quarter date. All three of these dates are available and select-able in the Library listing. Let the user select the one or two preferred dates to be displayed.
10 votes -
Include date on print version Notes and ability to reorder Notes
Right now it only includes subject and description. The date column would be helpful as you follow the stock over time.
Also, it would be nice to be able to reorder and/or sort the notes. Sometimes I don't do my research in the order of the SSG but it is easier for club members if I present the information in the logical order of the SSG.
2 votes -
Create a preset search that looks for stocks meeting George Nicholson's Triple-Play.
George Nicholson's idea of a Triple-Play was briefly mentioned in the old NAIC handbook. With all the great technology in the online SSG tools, it would be nice to have a preset search that would pull in stocks possibly meeting the three requirements for a Triple-Play. Apparently, the aspects of a T/P are found if one has a Value Line account, and many of us don't, or don't have access via libraries.
12 votes -
Filter-Out Stock Screener Results
In stock screener results,
One thing i would like is if we could have ability to filter out (i.e. remove say a particular industry, instead of filtering only for a particular industry)6 votes -
Quick Navigation should be simplified.
There should only be one field for entry of the ticker. If the company is in the user's database, it should be listed for selection, as it is now. In addition to the company name, there should also be an optional choice to load a new datafile. Having a separate field for entering the ticker for a new company should be unnecessary.
3 votes -
Timely Stock price data feed
Currently I can get accurate closing prices and updates using TK but not the SSG+ which is a whole day behind. Can this timeliness be improved?
17 votesChanged from ‘under review’ to ‘no status’ as we have no current plans to pursue intra-day pricing. In our review so far we have not discovered a service that will provide intra-day pricing without raising our data services costs dramatically. This issue is being kept open for voting.
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