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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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How can we improve our Stock Selection Guide Tools?

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257 results found

  1. Provide capability for clubs to share their SSGs via a club portfolio that all club members can access.

    Two issues: (1) access by all club members (with SSGPlus subscription) to access club's portfolio and (2) individuals in multiple clubs being able to access one single SSG but in multiple, club-designated portfolios.

    115 votes
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    9 comments  ·  Portfolio or Club Tools  ·  Admin →
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    planned  ·  AdminBetterInvesting (BetterInvesting, BetterInvesting) responded

    This item is now in the active planning/architecture stage. There are many use cases for how this could be implemented and, once we launch the first use case, we anticipate functionality to be added for other use cases over time.

  2. Add the ability to produce a Portfolio Trend report

    Add a Portfolio Trend Report as an option in SSGPlus portfolio reporting - similar to the report in Toolkit 6.

    12 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  3. Add Toolkit Challenge functionality

    35 votes
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    4 comments  ·  SSGPlus  ·  Admin →
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  4. I would like to have a manual for SSG Plus

    I would like to have a manual for SSG Plus

    42 votes
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    under review  ·  7 comments  ·  Training / Education  ·  Admin →
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  5. Choose a custom name for the PDF file when printing to a PDF

    I use my iPad to complete SSGs. I can print to a PDF, but it always names the files by the TICKER.PDF. This means that I have to write over my previous PDF with every save, or create folders for every version.

    7 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  6. Is there a way to keep the screen from going out of the portfolio area after opening and closing a stock?

    When I am working on the portfolio or a SSG and I close it, my screen goes back to the entry page and I need to go back into the my studies and then back to the portfolio.

    Thank you.

    2 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  7. Add First Impressions page like Toolkit

    14 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  8. Add a PMG report/graph

    9 votes
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    3 comments  ·  SSGPlus  ·  Admin →
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  9. Add SSG summary boxes on Page 2 of the SSG to the print copy

    We're reviewing the new SSGPlus and like the summary boxes on page 2 (Establihing Risk at a Glance and SSG Results Summary). However, they disappear when printing the final SSG. We believe they are helpful when presenting the results to the club. Any plans these boxes can be retained on the completed SSG?? We see this as a big plus for the SSGplus tool.

    11 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  10. Be able to select PVQ as the low price

    Show the Price Variant Quotient (PVQ) as a select-able option for the Low Price i section 4. Presently an often used feature in Toolkit.

    30 votes
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    7 comments  ·  SSGPlus  ·  Admin →
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  11. Add company statistics to Visual Analysis

    Show company information, sector/industry, shares, debt, insider/institutional ownership on front page.

    7 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  12. Be able to set variable target rate of return (based on company's revenues).

    Right now SSGplus hardwired to 15% for all size companies (see "SSG Results Summary".

    24 votes
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    6 comments  ·  SSGPlus  ·  Admin →
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  13. Show R-squared values for growth lines

    Show r-squared values for growth lines where growth rates are displayed.

    19 votes
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    5 comments  ·  SSGPlus  ·  Admin →
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  14. Make the "Welcome to the Stock Selection Guide!" an optional default open page (like on CoreSSG).

    Particularly since that page doesn't appear to have changing content its annoying to have to close it when opening the SSGPlus. Add a [x] box to allow going to "your studies" page directly. CoreSSG already has that feature.

    3 votes
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    under review  ·  2 comments  ·  File Manager  ·  Admin →
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  15. Need to be able to hard-copy print all SSGPlus screens (including the qtly data page and the various company comparison pages

    8 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  16. Show Removed Outlier Data Point(s) on Graph

    After removing an Outlier it helps to still see the Data Point in relation to the Trend Line. Also helps to shows others why you considered it an outlier. In Toolkit the data points are still shown on the graph.

    12 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  17. Add the capability to be alerted/emailed when prices are updated and the SSG moves into/out of a Buy/Sell zone.

    Add the capability to be alerted/emailed when stock represented by the saved SSG moves into/out of a Buy/Sell zone based on current price. (not the price within the study).

    19 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  18. Add more fundamental data to the data grid

    Add data and growth rates for dividends, shares outstanding, free cash flow, net income, book value, and long-term debt to the data grid at the bottom of the 'Analyze Growth & Quality' page in the data grid with the sales, EPS and pre-tax profit data.

    13 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  19. Enter Share growth as an annual growth rate in preferred procedure

    Entering Shares Outstanding in the Preferred Procedure would be better if I could enter an annual growth rate instead of having to manually calculate 5 years of growing shares. Additionally, it would be nice if the Shares Outstanding growth rate was calculated instead of just displaying the share count.

    4 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  20. Member's Sentiment

    I'd like to be able to print the averages for Member's Sentiment.

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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