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← Feature Requests for the BetterInvesting Online Stock Tools Suite

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261 results found

  1. Add Feature to Portfolio Reports Screen: show the "Buy price to satisfy US/DS of 3 to 1 and 15% total return" shown in each SSG Plus study

    Could you add another column to the portfolio Reports screen that shows the following SSG Results Summary item called: "Buy price to satisfy US/DS of 3 to 1 and 15% total return:" This is generated on each SSG Result Summary table in part 5 of each SSG. You currently only show the "Buy Below" and "Sell Above" price in the Reports screen but it would be nice to know the 15% price of all the stocks shown in the portfolio reports screen. I would basically be using it as my pounce list or know when a current holding is at…

    8 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  2. Change color of numerical data in Q & A data when changed by user.

    We have the option of changing the quarterly and annual data when unusual circumstances exist. The checkmark in the last column notes that some data has been changed but does not note which data has been changed.

    If the color of the data was changed to reflect that the data had been changed this would be quick and easy.

    2 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  3. Add PEGy to the SSGPlus

    Add the value for PEGy as PEGy = PE ratio / (Projected Earnings Growth + Dividend Yield) to account for companies that pay dividends.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  4. Create SSGPlus 'Non-Study' view

    This would be a pared-down view by removing the judgment-related components but also generally retaining the overall layout. Also, perhaps some of the data or components could be compressed into more of a dashboard-like style. For example, the Analyze Growth tab could stay the same but the judgment components would be hidden and sections 4 and 5 of the Valuation tab could be replaced with a dashboard. The added benefit of this is it could aid the members who do quick, high-level research by scanning for companies to invest in.

    0 votes
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  5. Computerize The Stock Challenge Tree

    BI has a hard copy of The Stock Challenge Tree. Toolkit has or had an excellent computerized version.

    15 votes
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    2 comments  ·  SSGPlus  ·  Admin →
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  6. Allow SSG to be created where a ticker is not included in the data feed or from manual data

    I am researching an ADR of a company, which trades OTC. (ex: DKILY, Daikin Industries, a $53B market cap company) I am unable to start an SSG in this company, as the ticker is not found in the data.

    I think there should be a "manual mode" for the SSG, which would be useful not only for OTC companies, but also companies listed on foreign exchanges. It could also be useful as a learning tool, to find and populate the data, in order to become familiar with their meaning and source.

    7 votes
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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  7. When making manual changes to data change the color of the changed data so it can be quickly recognizes as changed

    We can tell the data is changed by the checkmark but we do not know which data in the qtr or year has been changed. If the color of the data was another color one could tell at a glance which data point had been changed without digging back through the notes.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  8. Payout ratio

    Include payout ratios based on free cash flow and EPS, as advised by the January 2020 speaker

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  9. Have a pop-up dialog box on the Notes 'Delete Note' button that asks "ARE YOU SURE YOU WANT TO DELETE THIS NOTE?"

    Have a pop-up dialog box on the Notes 'Delete Note' button that asks "ARE YOU SURE YOU WANT TO DELETE THIS NOTE?"

    4 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  10. Make the data date show the quarter and year on the SSG yr over yr Qtr report like Toolkit used to do. Ex: 4th Qtr 2019

    Currrently the Quarterly info box says for example MSFT FY 2020 Qtr ending (06/20). I think this would be the 4th quarter for them since their fiscal year ends in June. So is this 4th 2020 & they are already starting 2021?

    2 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  11. Add button to delete multiple (or all) sets of saved SCG

    I use SCG's a lot. Over time I have dozens of old SCG's that I no longer want to keep. It is a pain to delete one at a time.

    5 votes
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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Admin →
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  12. Add quarterly data to book values for banks.

    Otherwise we are working with old Q data for book value and current Q data for the other info. We can go to the banks reports for this info but since Mstar likely already has it in their data banks they should be able to add it and save us the extra work.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  13. Ability to pick one or more SSGs/studies from the list of existing studies and add them directly to a portfolio.

    The user would view their list of SSGs/studies and select them then click 'add to portfolio' and identify an existing or new portfolio.

    7 votes
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    1 comment  ·  Portfolio or Club Tools  ·  Admin →
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  14. Open to New Tabs when clicking the report button of a portfolio and when selecting a stock in the portfolio report

    Open to New Tabs when clicking the report button of a portfolio to display a second portfolio report and/or when selecting a stock in the portfolio report. Currently in replaces the portfolio report view and one has to navigate back to the file manager to reopen the original portfolio report.

    6 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  15. Add an "Are You Sure You Want to Delete" dialogue popup to 'Delete Note' Button

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  16. Add a way to identify portfolio companies in SSGPlus who have had recent earning reports so those companies can be updated.

    For new information on companies.

    32 votes
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  17. Have option for viewers in webinar to work online with presenter

    So the viewers would work on a SSG along with the presenter as a way of becoming familiar with navigating the SSG platform and making judgements, reinforcing the learning process.

    4 votes
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    0 comments  ·  Training / Education  ·  Admin →
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  18. Report Request: Add Buy price to satisfy US/DS

    Report Request: I’d like to request that you add the following SSG stock report value to your existing SSG Report:

    Buy price to satisfy US/DS of
    3 to 1 and 15% total return:

    Currently I manually enter this value into the same spreadsheet that I import the available report.

    6 votes
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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  19. Redesign look and feel to respond to screen size

    Redesign all pages of all tools to respond to the screen size (responsive design). Large screens can see more content and content is still functional and viewable on mobile.

    5 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  20. Modernize the look and feel of all of the Online Tools

    Make the tools design more closely resemble the BI website in look, feel, colors and modern web design.

    0 votes
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