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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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260 results found

  1. I would like to see portfolio from my iclub linked to the SSG Plus

    I would like to see portfolio from my i club linked to the SSG Plus

    1 vote
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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  2. Ability to create a portfolio only from the ticker symbol and not have to create an SSG first, then ability to see mini SSG like in Screener

    I'd like to be able to import a list of tickers, or just add a list of tickers manually into a portfolio. Then, have ability to see the section 1 graph like in the screener. (When in SSG graph preview, would like to scroll through all the stocks. Not close the graph, move to next stock to look at graph.) This would be helpful when I a get a list of "best stock ideas" from other places. Or as a volunteer if I am doing a club portfolio review.

    7 votes
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    3 comments  ·  File Manager  ·  Admin →
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  3. Add to portfolio tools the Portfolio Report Card similar to TK6's report

    To properly perform portfolio management analysis we need to get portfolio level statistics on TR, PAR, U/D and RV. With that data we can compare individual holds to see which ones are leading the portfolio and which ones are dragging it down. Without the capability the serious portfolio analyst must create a separate spreadsheet, add the company SSG data then aggregate for the portfolio at large.

    6 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  4. Add the fan lines representing 5% to 30% growth as teaching tool and as a visual guide

    Add the fan lines representing 5% to 30% growth as teaching tool and as a visual guide

    20 votes
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    6 comments  ·  SSGPlus  ·  Admin →
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  5. 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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    10 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.

  6. 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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  7. Add Toolkit Challenge functionality

    35 votes
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    4 comments  ·  SSGPlus  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. Add First Impressions page like Toolkit

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

    9 votes
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    3 comments  ·  SSGPlus  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. 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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  17. Increase the vertical display for the list of studies

    The file list is too vertically limited and the user has to scroll too much to see their studies.

    2 votes
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    2 comments  ·  File Manager  ·  Admin →
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  18. 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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  19. 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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  20. 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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