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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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254 results found

  1. When comparing peers, need ability to remove years like you can with the Visual Analysis screen.

    On the Visual Analysis page you have the ability to remove years for the stock you are studying. When you click on Compare Peers, that function to remove years is not available.

    1 vote
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  2. Allow notes to use fonts and bullets

    I would love to use Notes to add information, rationales and concerns on stocks but unfortunately the lack of fonts makes it hard to read. I use word but it would be great if I can keep the same info attached to the stock ssg..

    1 vote
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  3. Have a link to display/share SSGs from myICLUB reports and watch lists.

    Club members would like to be able to view and possibly save to their own SSG library the members' updated SSGs on club stocks from the myICLUB reports and watch list.

    3 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  4. Allow data from the PERT report to be a CSV file for user manipulation.

    Allow data from the PERT report to be 'exported' to a CSV file for user manipulation. Thanks for doing the Summary Report already

    6 votes
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  5. Sort for Studies Section Default

    Every time I open My Studies, the Studies section sort default is "Price Date". It would be great if the default is selectable, last sort, or sorted by Name instead.

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  6. Add Button for 80% of Current Price

    I use the 80% of current price for my low price selection. I would like to have a button to select the 80% of current price like Toolkit does and have it update the low price on the SSG each time the price update changes on the stock.

    4 votes
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  7. Could you include Net Profit in the evaluate Management section of the SSG?

    see Idea

    1 vote
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  8. Default Setting for Detailed Estimates

    Add a selectable default setting for Detailed Estimates. I find Detailed Estimates very helpful. For every new SSG, I have to manually select Detailed Estimates. It would be great if it would be automatic.

    3 votes
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  9. Add Sales Growth Trend to box when entering Sales Growth Forecast

    I often look at the trend percentages when determining my sales growth forecast. Going to Preferred Procedure is awkward. Please move or duplicate the data when at screen to enter the sales growth forecast.

    1 vote
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  10. We need to be able print on an SSG the Relative Values and the PEG as before. This is essential when you are share an SSG with your club.

    We need to be able print on an SSG the Relative Values and the PEG as before. This is essential when you are share an SSG with your club.

    2 votes
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  11. upgrade SSG+ for industry/sector comparisons

    If possible, I would like to see on the analyze growth and quality tab where you could compare overall sales/eps growth of their perspective industry and sector for comparisons. Also, a industry/sector tab that shows how industries and sectors are trending.

    1 vote
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  12. Report Options/Summary enhancements

    price located next to Buy Below and Sell Above columns.
    Price colored green when it is smaller than or equal to Buy Below price
    Price colored red when it is greater than or equal to Sell Above price.

    3 votes
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  13. Pre-defined screens should allow additional screeing

    Allow pre-defined screens to use additional search criteria, in addition to the values for predefined screens. For example, my club (like many) has too many large and not enough small companies. I love A-List Stocks pre-defined screen, but would like to limit the results to just small companies.

    3 votes
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  14. Add a diversification report for EPS Growth Rate (like myiclub).

    Would like to be able to have a table and chart that groups the EPS growth rate ranges that match the expectations for small (>12%), medium (7-12%) and large companies. (5-7%) And please match the colors to the revenue diversification report.

    4 votes
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  15. save the state of the sorting in the portfolio list in the manage app

    save in member profile data

    0 votes
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  16. save the state of the industry averages column when sharing an SCG

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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Admin →
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  17. Freeze the top header on the portfolio summary report

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  18. Freeze header row of Diversification report

    freeze the header row of portfolio diversification report to allow for better online viewing of long reports

    0 votes
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  19. Post earnings release dates and link to the release.

    Post an alert to the SSG of an earnings release to active positions in an SSG portfolio. It is similar in concept to MyIClub's posting of dividend info and dates on its calendar.

    14 votes
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  20. Member Sentiment: Add a PROJECTION STARTING POINT Column

    This is especially important when projecting judgments when the most recent EPSs have dropped considerably. If using the quarterly projection the judgment EPS will be high. If using the trend, the judgment is usually more reasonable.

    7 votes
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