Stock Selection Guide Tools

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  1. 14 votes
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  3. 12 votes
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    completed  ·  1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    completed  ·  1 comment  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  9. 8 votes
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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  10. add pre-tax profit to printed graph

    add pre-tax profit to printed graph

    8 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  13. Alphabetize studies

    Alphabetize saved studies for ease in finding them.

    7 votes
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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow stock shares be assigned by portfolio

    During the demo we saw where you can enter stock shares. I would like this to be saved by portfolio.

    7 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  15. Show actual name in file manager along with ticker

    Many of us do not have company names memorized by ticker.

    7 votes
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
  16. List the Company Size in Growth Rates section in Stock Comparison Guide.

    I have different growth rate expectations based on revenue; would be nice to have company size listed on SCG.

    7 votes
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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
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    completed  ·  0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add the ability to have a cash account in your portfolio

    Have a "ticker" for cash that can be included in portfolios and reports

    6 votes
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    completed  ·  1 comment  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  19. Adding Return on Assets as an “Evaluate Management” metric when studying bank stocks

    According to many resources, Return on Assets (ROA) is one of the best ways to evaluate profitability of a bank. %Pre-tax Profit on Sales is less useful when evaluating a bank, so I would suggest replacing that line with ROA for banks.

    The calculation is done in one of 2 ways:
    Return on Total Assets (ROTA) = CY Net Profit / CY Total Assets
    Return on Average Assets (ROAA) = CY Net Profit / ((CY Total Assets + PY Total Assets)/2)

    Where CY = current year; PY = previous year

    Both are used. ROTA would result in a more conservative…

    6 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  20. 6 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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