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
250 results found
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In the past, perhaps with Toolkit version, I believe, for a stock you already own, e.g. Stock A: a) you could enter, for Stock A, the purch
Decades ago, I believe in Toolkit, you could use current holding, Stock A, enter purchase price, date, current price and date (allowing capital gain calculation if sold), plus your current total tax bracket. THEN Challenge Stock A, taking after tax proceeds and compare to new Stock B... to see projected return 3-5 years later.
This was EXCELLENT so you can see if just holding Stock A, including unrealized gains, is actually superior to selling A and buying Stock B with after tax amount left.7 votes -
Ticker HeatMap - One for each size of company
To supplement the "Small Company" pre-defined screen, it would be nice to have heat-map option to have a separate heat map for each company size -- Large, Medium and Small. Would still like the overall for all studies.
7 votes -
Include in SSGPlus report printout the info that is on the page 2 screen on target price that meets both MARR = 15% and USD 3.0:1
Good addition to the SSG, needs to be on the printout. Currently I have to cut/paste into notes.
7 votes -
Ability to pick one or more SSGs/studies from the list of existing studies and add them directly to a portfolio.
The user would view their list of SSGs/studies and select them then click 'add to portfolio' and identify an existing or new portfolio.
7 votes -
Link Research Tab Items to videos describing/explaining their use
The Research Tab on the SSG is a gold mine of information.
Often, there are either Stock Up or Ticker Talk videos that explain how to use those Research Tabs.Unfortunately, many times I can't find/remember where the videos are that explain how to use some of the Research Tab features. It would be very helpful to have a hyperlink on the Research tab item that links it to the latest video that explains how to use it.
Ann and Ken could also use the absence of a linkage to identify candidates for future Ticker Talk/Stock Up subjects.
7 votes -
Print Peer Data
Could you add a print option for the peer graphs? I tried to print the screen but the output showed the graph printed over the SSG so it was unreadable. A printout of some of the peer graphs would be very useful at club meetings.
7 votes -
Filter-Out Stock Screener Results
In stock screener results,
One thing i would like is if we could have ability to filter out (i.e. remove say a particular industry, instead of filtering only for a particular industry)6 votes -
Report Request: Add Buy price to satisfy US/DS
Report Request: I’d like to request that you add the following SSG stock report value to your existing SSG Report:
Buy price to satisfy US/DS of
3 to 1 and 15% total return:Currently I manually enter this value into the same spreadsheet that I import the available report.
6 votes -
Open to New Tabs when clicking the report button of a portfolio and when selecting a stock in the portfolio report
Open to New Tabs when clicking the report button of a portfolio to display a second portfolio report and/or when selecting a stock in the portfolio report. Currently in replaces the portfolio report view and one has to navigate back to the file manager to reopen the original portfolio report.
6 votes -
Use Correct Data
The SSG Plus and Core are pulling incorrect data from Morningstar for Gentex resulting in flawed analyses for the companies.
One example is that BI and Morningstar report GNTX released dividends of $0.33 per share for 2018. In fact, GNTX posted dividends of $0.44 per share.
I wonder, how come these basic data are incorrect? What other data are incorrect and resulting in flawed analyses?
Idea: Create a data quality verification algorithm to ensure your vendors are supplying you with correct inputs so your customers (members) can create correct outputs. I would urge you to remember that a vendor's Garbage…
6 votes -
Add a timestamp to the Member Sentiment study date so we can tell if a number of studies were done in a short period of time.
With a timestamp and the study date, we could see if a number of studies were done at essentialy the same time indicating that they were probably all done by the same person or maybe a lot of studies done after an online presentation like Stock Up or Ticker Talk.
6 votes -
Add to portfolio tools the Portfolio Report Card similar to TK6's report
To properly perform portfolio management analysis we need to get portfolio level statistics on TR, PAR, U/D and RV. With that data we can compare individual holds to see which ones are leading the portfolio and which ones are dragging it down. Without the capability the serious portfolio analyst must create a separate spreadsheet, add the company SSG data then aggregate for the portfolio at large.
6 votes -
Date stamp for SSG study date/update.
Add a date stamp to portfolio display that shows when I last updated an SSG study, i.e. change judgement, so that I know how old my study is. The current Modified Date changes with price and data updates and does not reflect when I last studied the SSG.
6 votes -
Auto-update prices in a portfolio or the whole account
Add a feature that keeps the studies in a portfolio up-to-date with price updates. This would be a setting. Once set, would the system update the studies daily without user intervention.
6 votes -
Display all prices with two (2) decimal points
The hi and low prices on side #2 take only one digit. Shares are traded in penney's. Price should provide two digits.
6 votes -
Allow selection of multiple portfolios for viewing asset allocation
Allow selection of multiple portfolios for viewing diversification
6 votes -
Ability to create a new porfolio based upon results of stock search
I used the search tool to look for Communication Services companies - it would be nice to be able to create a new portfolio of the companies I found by importing into a new portfolio and then work on refining the SSGs once I get them into the new portfolio
6 votes -
Add a bulk add feature to create a portfolio
Allow me to create a portfolio by clicking on existing studies. Ideally, I'd like to also be able to enter the number of shares in a tabular view instead of having to edit each stock in the portfolio.
another bulk add idea would be to be able just list the ticker symbols and then add the judgment to each SSG in the portfolio
6 votes -
Save prior selected number of entry rows to show vice default 10 rows
Very annoying to specify a different number of rows to display each time file listing opened. Make this one of the preference default options or have the computer remember my last selected option.
6 votes -
Show Core SSG Pre - Tax Profit
Add pre-tax profit as option to display on Analyze Growth, step 3: Historical Stock Price review.
6 votes
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