Stock Selection Guide Tools

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  1. 3 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  2. Stop automatic page reversing

    We have two pages of stocks. When updating EACH file on the second page, file manager auto-reverses to page 1. Very annoying to have to "go back" to page 2 after each one.

    3 votes
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add graphs for portfolio distribution for stock size and sectors

    I would like to see pie charts for portfolio sectors and size.

    2 votes
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    completed  ·  0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allowing locking of data on an SSG.

    Allowing locking of data on an SSG to prevent accidental updates if more than 1 SSG on a company. Some keep a separate SSG for each addl buy of a co. Locking would prevent accidental updating of that SSG.

    2 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

    User 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

  6. Under research tab have the sites grouped by type of information being sought.

    For example:
    Research (the heading tab)
    EPS estimates
    ----------------- Yahoo (linked to section with EPS estimates)
    ----------------- Reuter (etc)
    Competitors
    ----------------- Yahoo (linked to section with EPS estimates)

    This would serve to prompt the analyst to go to the better sites to consistently get quality information on the topic of interest.

    2 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add a graph of 10 years of payout values

    Add a graph in the SSGPlus to see 10 years of payout values

    2 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to add future years of fundamental data

    Allow the user to add future years or quarters of data to their SSG that is saved online.

    2 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  10. For the quarterly data display, move the scroll bar to the bottom of the data grid.

    pre-select the bottom of the quarterly data table so the most recent data is immediately in view.

    2 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add ability to update the stock price at any time

    Show not only yearly high and low prices but also yearly closing prices and draw a line thru them

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  12. Print Notes from the Note Window

    It would be helpful if the notes could be printed from the note window without having to send them to Microsoft Office Quick Notes or One Note.

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

    Notes can be printed to a PDF by appending them to the 2 page SSG report as a 3rd page.
    To print the Notes, select ‘Print’ , then click on ‘Append Notes’ and then ‘Generate PDF’ and the notes will become part of the PDF. We are planning a new ‘Notes’ tab (rather than a popup) and will consider how printing would work from that screen.

  13. Fix trying to go to Search after wanting to Abandon Study

    When you are in a new study, decide you want to go back to Search and don't want to save the study, it doesn't Abandon. You have to either save the study, or go the Library in order for Abandon to be accepted.

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add a visual divider between FY data and Q data in the EPS Forecast window.

    Some kind of visual divider between the FY and Q Data for the data displayed on the right side of the EPS Forecast pop-up (PTP Margin, shares outstanding, etc.) would make this data a little easier to read.

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  15. Quarterly Data

    Limit the Quarterly Data X-axis scale to 50% so the plots will not be compressed, making judgements near 10% data difficult.

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  16. Mini Graph - Report company name not just ticker & Company Description

    Would like the mini graph to show the company name and allow the company description to open up when you hover over the company name.

    1 vote
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    completed  ·  0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add "Prices current as of xx/xx/xx" to top of section 3

    At the top of Section 3, there is plenty of room on the top line that displays the stock prices. How about adding "Prices current as of: xx/xx/xx". When working on an older study, the original date is shown in the title bar, so it's not necessarily clear that the prices displayed at the top of section 3 are more current than the Study Name/Date.

    1 vote
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  19. When developing reporting make sure it considers reports by portfolio

    Toolkit 6 has several good reports and they can be generated by portfolio. Please have SSGPlus have the same.

    1 vote
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for providing feedback at the BetterInvesting feedback forum! The suggestion ‘When developing reporting make sure it considers reports by portfolio’ is now closed as this is already a requirement for any future portfolio reports in the SSGPlus. Your votes will be returned to you to vote again on something else in our feedback forum.
    Please encourage others to visit http://feedback.betterinvesting.org and vote or submit suggestions!

  20. Consistency on numbers for R2 on Stock Comparison Guide SCG

    The Industry Average for R2 on the Stock Comparison Guide shows as a percentage rather than decimal. I'm assuming that 27.3% for an R2 is equivalent to .273.

    1 vote
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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →
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