Stock Selection Guide Tools
Welcome to the BetterInvesting Stock Selection Guide Tools Feedback Forum
Submit and Vote on Ideas for SSGPlus, CoreSSG and Stock Comparison Guide Apps
29 results found
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Export PERT or Portfolio data in CSV or Excel or Numbers format.
Export PERT or Portfolio data in CSV or Excel or Numbers format.
36 votesAbility to export the Portfolio Summary report was added in April 2024
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Add the 52 week High and Low PE to Section 3 Price Row.
The current wording 'High This Year and Low This Year should also be retitled to 52 Week High and Low respectively.
33 votesThis data is included in SSGPlus in the 'current' line.
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Under the Research/BetterInvesting/Member Sentiment Tab: set the "Average" row to be viewable without having to scroll to the bottom of pag
Under the Research/BetterInvesting/Member Sentiment Tab: set the "Average" row to be viewable without having to scroll to the bottom of page. So, if, for example, only the top ten forecasts were selected, the average would show without scrolling; or if all forecasts were selected, the average would show without scrolling.
31 votesWith the March 2023 updates, the averages are at the top of the page and you no longer need to scroll to the bottom of the raw data to see the average (mean).
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Export Member sentiment numbers into excel
I would like to export the member sentiment file into excel
14 votesThis idea was implement in the March 2023 update.
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Allow the user to update their study from within the study display
Allow the study data to be updated without going back to the 'Your Studies' tab in the file manage section.
13 votesThis feature is now available for both CoreSSG and SSGPlus. Select ‘Refresh Data’ under the ‘Data’ menu item.
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Member sentiment report
When utilizing the member sentiment I often find variable number of judgments that are clearly outliers. Recently in SBUX I saw a High PE's of 1582, a number of Payouts above 1500 (yes 1500), and a number of low PE's over 900. the unedited averages were High PE 45.8, Lo PE 163.9, payout of 876, with a potential return of 43.8. Really?
With 493 studies (could these really be called studies?) it is very labor intensive to go through the studies line by line to remove the outliers. There must be a way to throw out judgements that vary to…
13 votesThe March 2023 update has a feature to automatically remove outliers.
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12 votes
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Add 2 columns to the Portfolio Summary Report to display number of shares and total stock value in the portfolio.
Adding this basic information to the Portfolio Summary Report would make the portfolio "snapshot" more complete and useful to clubs and individuals.
10 votesThis was implemented with our last major update that was released in September 2015.
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add pre-tax profit to printed graph
add pre-tax profit to printed graph
8 votesThank you for voting on this feature. The pre-tax profit value is now shown on the graph in the PDF report.
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8 votes
This was implemented with our last major update that was released in September 2015.
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Add reference file showing adjusted EPS that takes out the effects of the "2017 Tax Cuts and Jobs Act"
Under SSG Help / Reference Materials add a file showing adjusted EPS that takes out the effects of the "2017 Tax Cuts and Jobs Act"
7 votesNotes EPS adjustments should be entered in the Notes feature and flagged as ‘Community Note’.
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Add a way to access a price chart, like BigCharts.com or Stockcharts.com
Add a way to click on bigcharts or stockcharts from within the SSG for a quick visual reference on current price versus historical price.
7 votesThank you for voting at the BetterInvesting feedback forum! The suggestion ‘Access a price chart’ is now available in the Research section.
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Alphabetize studies
Alphabetize saved studies for ease in finding them.
7 votesBy default studies are displayed in reverse date order. The study list can be sorted by clicking on the column heading or filtering by putting text in the filter boxes below.
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6 votes
Response improved with our major update in September 2015.
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Add Company Size to the Company Summary
Folks have a hard time remember the company size definitions by BetterInvesting. Consider adding company size that to the Company Summary box based on BI definitions
6 votes -
Add ability to update the stock price at any time
Add ability to update the stock price at any time
5 votesWe now have an option with the study, from the file manager and when updating a whole portfolio to update only the price.
This was implemented with our last major update that was released in September 2015. -
In determining a low price the "Determine Low Price-Next 5 Years" box pops up. Would like to see this prepopulated with the last 4 quarters
In determining a low price the "Determine Low Price-Next 5 Years" box pops up. Would like to see this prepopulated with the last 4 quarters EPS.
4 votesThe trailing twelve months (TTM) EPS is now the default value to populate the ‘Low EPS’ value in the Low Price calculation.
Users may change their preference setting to use the last annual price or may overwrite the TTM EPS value.
Regards,
BetterInvesting -
FrankWilso@gmail.com
Warren Buffett states that when he and Charlie buy common stock for Berkshire they approach the transition as if they are buying into a private business. They look at the economic prospects of the business, the people in charge of running it, and the price they must pay. (see The Essays of Warren Buffett by Lawrence A. Cunningham, Second Edition, p 77) BI does good with teaching about how to in economic prospects and if the price is right, but we need more information on management. How do we research that? Thanks.
2 votesThanks for submitting. This entry has been responded in the comment section and closed.
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Ability to compare P/Es for peers within Plus and Core
As with sales and eps growth, ability to see historical valuations of peers
2 votesThis option is available for both CoreSSG and SSGPlus
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Consistency in Data Updates
The update for data and prices should be in the same order on the "Refresh Portfolio" dialog box on the Portfolio page and the "Refresh Data From Data Service" dialog box on the SSG. Please see attached .pdf.
2 votesWe implemented consistency but chose to keep price updates as the first option.
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