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
107 results found
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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 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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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 votesThis feature was implemented shortly after the original release in 2013.
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Show actual name in file manager along with ticker
Many of us do not have company names memorized by ticker.
7 votesThis feature request is now programmed and available in both the CoreSSG and SSGPlus.
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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 votesThe company size is now displayed in the header as well as in the ‘Other Comparisons’ 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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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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6 votes
Response improved with our major update in September 2015.
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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 -
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 votesHi, this has been completed and is now available in SSGPlus!
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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 a judgment audit like Toolkit
Add a judgment audit like Toolkit. These are algorithms and reporting that examine the user's entered judgment for sales, earnings, high PE, low PE, low price, and/or payout on potential problem areas.
6 votesHistorical data and judgment audit is now available in both CoreSSG and SSGPlus.
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Allow Portfolio Summary Report to be Printed as Sorted on the Screen
I can set up a portfolio to follow, and on the screen I can reorganize the stocks in the portfolio in alphabetical order, but when I go to print the list of the stocks in the Summary Report, they always print in the original order. Allow the Summary Report to print as sorted and shown on the screen.
6 votesThis feature was implemented with the last release. Thanks for submitting and voting!
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5 votes
This additional data was added to the SSGPlus in May 2023.
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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. -
5 votes
The trailing twelve months (TTM) EPS is now the default value used for new studies.
There is a user preference setting for people that do not want this default.
Regards,
BetterInvesting -
Allow data to be locked
Allow the fundamental data to be 'locked' so that new/updated data is only added and doesn't overwrite older or edited fundamental data.
4 votesUser entered data is now locked on a row-by-row basis.
We advise that all ‘non-changed’ data is kept unlocked so it is automatically updated (upon a user initiated refresh/update) in the case of a stock split.
Regards,
BetterInvesting -
Save preferences for columns to display in the 'Your Studies' area
Save my preferred columns to display when viewing all of my saved studies.
4 votesThank you for voting for this feature. It was implemented with the March 6th release.
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Trial version for SSGPlus
Add a free, limited trial version for the SSGPlus application so users can try before deciding to buy or upgrade.
4 votesWe now have a SSGPlus trial version available from www.betterinvesting.org/onlinetools
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