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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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262 results found

  1. 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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    0 comments  ·  SSGPlus  ·  Admin →
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  2. 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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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  3. 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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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  4. 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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  5. Freeze the top header on the portfolio summary report

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  6. 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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  7. 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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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  8. 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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    0 comments  ·  SSGPlus  ·  Admin →
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  9. PERT Report - Add a company size column

    In addition to adding a column for the company size, then highlight the sales or EPS growth rate if it is not meeting the minimum expected growth rate for that company size. This would include projected EPS Growth Rate (and estimated sales growth if that ever gets added.)

    1 vote
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  10. I was wanting to analyze the 10 Year high and low PE to get and average 5 year PE. I know that tool kit did this. Can this be added to the

    I was wanting to analyze the 10 Year high and low PE to get and average 5 year PE. I know that tool kit did this. Can this be added to the SSG PLUS and Core. I have to calculate this manually now.

    3 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  11. To be able to import a Pert study from your club into SSG Plus from a Word document

    SSG Plus will not let me import a club Pert study into my personal Pert portfolio. I have a word document translation that will not translate to a ITK,ITB,MDB format. Its disappointing it would save me a lot of time verse manually creating a different Pert study within my portfolio.

    1 vote
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  12. add the ability to customize the summary report - re-order or delete columns

    Would like the ability to remove columns like shares, total value, or % of portfolio if not used or at least re-order them to the far columns so that the summary report better mimics what it looked like in Toolkit 6 where they weren't even present.

    4 votes
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  13. Prompt that confirms deletion of "Clear Filtered List" in Stock Ideas section.

    One possible way to improve the user experience when using the "Filtered List" of the "Stock Ideas" section is to include a prompt that confirms the user's intention to "Clear Filtered List". This would prevent accidental or unwanted deletion of data and allow the user to cancel or undo the action if needed.

    1 vote
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    0 comments  ·  Search / Stock Ideas  ·  Admin →
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  14. TREND Report

    Want to access and print the same Portfolio Trend Report available in Toolkit 6 in my SSG Plus program.

    10 votes
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    4 comments  ·  SSGPlus  ·  Admin →
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  15. Portfolio Management Guide (PMG)

    Please provide PMG that helps to adjust High and Low PE
    And also PERT

    Initially, I was unhappy to lose Toolkit 6, but now happy with SSG Plus.

    I appreciate if you can add growth line and 10 year data for dividend growth just like Revenue and EPS growth. Dividend growth helps to determine Shareholder oriented management.

    1 vote
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  16. Add the ability to upload a PDF to the study

    Add the ability to upload a PDF of research to the study and then make it available to send to others.

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  17. All Studies Reports Function

    I would like a Reports Function (icon) to be added to the "All Studies" list.

    I use "All Studies" as my Watch List. Instead of creating a Watch List and adding each new stock from my "All Studies" list, I would like to select the reports function (icon) to display all reports on these stocks.

    6 votes
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  18. in the stock search tool

    I think you should be able to filter sales growth earnings growth current P/E p/e to historical p/E based on greater than or less than what ever variable you are looking for. For example if I was searching for a stock to add to my portfolio in the consumer information sector I get 288 stocks then if I narrow that down to say the advertising industry I may want to look at companies that have sales growth greater than say 12%. Presently you can't do that in the results area

    1 vote
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    0 comments  ·  Search / Stock Ideas  ·  Admin →
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  19. Allow selection of multiple portfolios for viewing asset allocation

    Allow selection of multiple portfolios for viewing diversification

    6 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  20. Judgement report

    Add a judgement report that shows the stocks in a portfolio with each of there 5 judgements.

    2 votes
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