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
254 results found
-
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 -
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 -
Add ability to input prior quarter or year when data is missing from data feed.
1st Quarter of 2016 data for Flowers Foods is missing. I have contacted both BI (June 6) and Morningstar (June 22, July 31, and August 16) to have the data added. It is still not in the data feed and I cannot add a prior quarter of data to the SSG manually to include the missing data.
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 -
6 votes
-
Display Pre-Tax Profit on CoreSSG
Please add the PTP Chart and Line on the CoreSSG. This is fundamental information that helps us determine whether a company is growing.
The chart should be added between Step 1: Historical Sales and Step 2: Historical Earnings Per Share.
Then, the PTP Line could be displayed on the Historical Stock Price Review.
See attached File.
6 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 -
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 -
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 -
All Studies Reports Function
I would like a Reports Function (icon) to be added to the "All Studies" list.
I use "All Studies" as my Watch List. Instead of creating a Watch List and adding each new stock from my "All Studies" list, I would like to select the reports function (icon) to display all reports on these stocks.
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 -
Allow printing of the Search Results
There should be a way to print the search results to make it easier to research all the companies. It is frustrating to have to enter the criteria multiple times, or print the companies 10 companies at a time.
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 -
Change Color of Graph to Match SSGPlus
Recommend changing the graph color on CoreSSG to match SSGPlus. Analyze Growth > Step 1:Historical Sales line should be green. Analyze Growth > Step 2:Historical Earnings Per Share line should be blue. They are green and blue on Step 3:Historical Stock Price Review. Evaluate Management > Step 1:% Pre-Tax Profit on Sales line should be magenta.
When a user progresses from CoreSSG to SSGPlus, the colors will be consistent and thereby reduce confusion.
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 -
Allow data from the PERT report to be a CSV file for user manipulation.
Allow data from the PERT report to be 'exported' to a CSV file for user manipulation. Thanks for doing the Summary Report already
6 votes -
Allow selection of multiple portfolios for viewing asset allocation
Allow selection of multiple portfolios for viewing diversification
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 -
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 -
I would like to see options to the first or third page of the SSG PRO graph lines that would display over time the Stock Price/ Sales ratio.
I recommend graphs be added to the SSG's to show , over time, the flow of the following ratios: Stock Price/Sales (P/S), Stock Price/Free cash flow (P/FCF) or (P/CF), and Debit/Equity. Plotting these points would help materially in selecting quality stocks.
5 votes
- Don't see your idea?