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
254 results found
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Error in Adding long named file to Portfolio
If a study is saved with a long file name adding it to a Portfolio is a problem. Cant easily get to the check box.
To solve this the dialog box must be horizontally scrollable or the file name needs to be truncated or the dialog box needs to be resizable.
Simplest to to truncate long file names in this dialog box1 vote -
SSGPlus Search return result fields for Sales/Earnings not consistent
The Sale & Earnings growth figures in the "search results" for some companies are not consistent with the SSG. For example, stock symbol MOS (Mosaic) shows:
Sales = 56.3 & Earnings = 8.6 from the Search results
Sales = 2.6 & Earnings = 3.8 on the SSGPlusThere are others with just a discrepancy in Earnings.
1 vote -
Integrate more of the info in the "SSG Reference Guide" into the Core SSG tutorial information.
Consolidate all guidelines into one area so folks don't have to go between a paper reminder and what's online in the tool
1 vote -
Debt label on SCG Stock Comparison Guide
I personally would like to see the last year of Debt % Equity on the Stock Comparison Guide (SCG), rather than a 5-year average. Either way, the label should identify what period the number is for (like PTP and % Earned on Equity are labeled as a 5-year average).
1 vote -
Pop-Up window showing math calculation when moving cursor over a particular field.
Although there is a separate pdf showing the math calculations used behind the scenes in an SSG, a simple pop-up reflecting the math would be faster and more efficient.
1 vote -
Refresh Buttons: Difference between "Refreshing All Studies/Portfolios" and "Refreshing Individual Studies"
When the user Refreshes "All Studies" or "Portfolios", locked data is not touched.
However, when the user Refreshes "Individual Studies" there are two "Overwrite" options and one "Create A Copy" button.
Is it correct to assume that "Overwrite" means Overwrite....including eliminating/overwriting the Locked data?
And, when choosing the "Create a Copy", doesn't that also overwrite locked data, update the data.... and create a copy?
Also: Date Modified column: Gives the date that the user Refreshed either the price or price and data. How can the user tell which companies fundamental data were refreshed? Not all companies release quarterly data on…
1 vote -
Enable Quarterly Data Charting:
Make better use of the “Quarterly Data” tab. I use it regularly, but it is difficult to spot trends in the data without charting it. Being able to download it into Excel would suit my personal needs. Being able to select the data you want to chart and then click a button and have the chart appear would be great. The ultimate would be to be able to do both.
1 vote -
Add a quick access alpha-bar to the glossary so you don’t have to scroll thru the terms
Add a quick access alpha-bar to the glossary so we don’t have to scroll thru the terms to find what we need.
Also, add more margin term — gross, net
1 vote -
On the Portfolio and Studies page, add column: number of shares
In the portfolio view on the Portfolio and Studies page, please consider adding a column showing the number of shares for a particular holding. It would make it much easier to replace old SSGs with new ones in an existing portfolio, and check your data, if you could easily see the number of shares for the old SSG. Toolkit does this via a special window.
1 vote -
Re-name stock search page to 'Stock Ideas' page
While the Magnifying glass icon link to the page says 'Stock Ideas', the page title doesn't - it's inconsistent.
Actually there doesn't seem to be a page title, unless it's 'Search for a company'. but that's not really what the page does.
'Search for a company', 'Search Criteria', etc are good for parts of the page, but 'Stock Ideas' is a better name for the page itself.
It's even the name of the drop-down category in this feature request section. So maybe that's what the developers call it??1 vote -
Add ability to create personal data backup for portfolios
I would like to have a personal data backup for my portfolios so that if a portfolio gets corrupted I can restore the file.
1 vote -
Add labels 'R','S','T' to quarterly data columns
Add letter labels to the columns to make it easier to direct people's attention to the proper column.
1 vote -
Add company size to heatmap
add a company size indicator to heatmap
1 vote -
On the Research , Analysts Estimates, since Zacks supplies the data to NASDAQ can the NASDAQ entry be labeled to indicate that?
Category Research: Inform the user that Zacks data is duplicated on the NASDAQ site by the link name.
1 vote -
Outliers & Historical P/Es
When one excludes an EPS in Section1, it is likely the High and Low EPS will be outliers in Section 3- automatically exclude them. Additionally/Alternatively allow the user to exclude P/Es in the historical graph. Right now FB and SBUX 10-year historical graphs are pretty useless due to one or more year have extremely high P/Es.
1 vote -
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 -
Payout ratio
Include payout ratios based on free cash flow and EPS, as advised by the January 2020 speaker
1 vote -
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 -
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 -
Instead of using the estimated future high PE, using the estimated future average PE would provide a more realistic expected total return
Our club uses the expected average PE and resulting return in deciding on whether to buy . It would be helpful to continue noting that in a form comparing all stock owned.
1 vote
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