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Stock Selection Guide Tools

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107 results found

  1. 15 votes
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    You can update all studies in the account by clicking on the ‘Portfolios’ bar on the ‘My Studies’ screen then looking for the ‘All Studies’ row and clicking on the Refresh (circular) icon to refresh/update the data in all studies.
    You also have the ability to update all studies in a single user-defined portfolio in a similar manner.
    Regards,
    BetterInvesting

  2. Show Sales % Growth Rate in Preferred Procedure

    In the Preferred Procedure screen under the column of Sales numbers it would help to show the Historical Sales % Growth Rate since we are asked to enter our % Judgment Forecast. Also be able to remove Sales Outliers while in the Preferred Procedure screen so can see the % change.

    15 votes
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    1 comment  ·  SSGPlus  ·  Admin →
  3. Add a low price reference of 80% of the current price.

    in the popup where low price is selected, add another value that is 80% of the current price.

    15 votes
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    2 comments  ·  SSGPlus  ·  Admin →
  4. 15 votes
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    0 comments  ·  SSGPlus  ·  Admin →
  5. Enhance PDFs to show all plots.

    When I make a PDF to print or share, extra plots, such as dividends or shares outstanding, are eliminated. It would be greatly beneficial to maintain all plots and their positional relationships as I have them in the SSG Plus graph.

    14 votes
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    5 comments  ·  SSGPlus  ·  Admin →
  6. 14 votes
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    0 comments  ·  SSGPlus  ·  Admin →
  7. Export Member sentiment numbers into excel

    I would like to export the member sentiment file into excel

    14 votes
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  8. 14 votes
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    1 comment  ·  SSGPlus  ·  Admin →
  9. 14 votes
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    0 comments  ·  SSGPlus  ·  Admin →
  10. 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 votes
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  11. 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 votes
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  12. Add sortable columns Member Sentiment

    Allow the columns in member sentiment to be sortable. If rows are selected or unselected then keep them in that status during the sort process.

    13 votes
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    2 comments  ·  SSGPlus  ·  Admin →
  13. Add the ability to add Quarterly & Annual data for companies where manual data entry is necessary (Add a Quarter - not just Edit)

    Certain companies have imported data that conflicts with Value Line and/or Yahoo financial data. For these companies it is necessary to manually edit the data. This works. However, as another Quarter is completed, you are unable to add an additional Quarter. I imagine you are also unable to add a Year when the year is complete.

    12 votes
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    0 comments  ·  SSGPlus  ·  Admin →
  14. 12 votes
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  15. Have all club studies linked in one portfolio

    Allow club members to tag a study so it is part of one portfolio so club portfolio reports can be generated.

    11 votes
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    1 comment  ·  SSGPlus  ·  Admin →
  16. Add the high PE AND average PE compound annual return to the portfolio summary report.

    In the portfolio report summary add both the high PE compound total return and the average PE compound total return.

    10 votes
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    0 comments  ·  Other  ·  Admin →
  17. 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 votes
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  18. Problem when Ticker Symbols & Stocks no longer appear in the All Studies but show up in a portfolio with no way to delete it

    Problem when Ticker Symbols/Stocks no longer appear in the All Studies due to no longer on Stock Exchanges but shows up in a portfolio with no way to delete it. Need way to delete it from a portfolio.

    9 votes
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  19. Add a screener option to find up, straight, and parallel companies.

    The mantra of BI is to find up, straight, and parallel companies. The screener should have an option to find these companies.

    9 votes
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    This was implemented in September 2023 with the new 'A-List Companies' pre-defined screen for SSGPlus users. The A-List Companies screen returns all companies that pass every historical data audit check or fail only one check. No valuation criteria are included.

  20. Lock the header

    Please lock the header portion of the 'Better Investing sentiment' screen. When we choose all the SSGs in the sentiment screen, it is hard to find which values belong to which column titles.

    Thanks

    9 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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