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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In determining a low price the "Determine Low Price-Next 5 Years" box pops up. Would like to see this prepopulated with the last 4 quarters
In determining a low price the "Determine Low Price-Next 5 Years" box pops up. Would like to see this prepopulated with the last 4 quarters EPS.
4 votesThe trailing twelve months (TTM) EPS is now the default value to populate the ‘Low EPS’ value in the Low Price calculation.
Users may change their preference setting to use the last annual price or may overwrite the TTM EPS value.
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 -
Stock Ideas List not accessible from Home
The Stock Ideas List is accessible from the SSG, SCG Screens. Why not also from Home? After I've logged in, why do I have to go from Home into an SSG or SCG, or some other screen first, in order to get to the magnifying glass link to do a Stock Search?
Why not include it in the On-line Tools block on the right side of the Home page? Don't think it would clutter up the block all that much more.4 votesThe screening link is now linked using the ‘magnifying glass’ icon in the online tools block on the member home page.
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Show the 52 week high and low prices on the main SSG graph
Show the 52 week high and low prices on the main SSG graph next to the historical data.
4 votesThank you for voting on this feature. The 52 week high and low prices are now indicated on the SSGPlus graph as well as on the PDF report.
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Delete multiple studies at once
Add the ability to select and delete multiple studies at one time.
3 votesYou can select multiple studies and delete them at one time in the My Studies area of the CoreSSG or SSGPlus.
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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 votesThis item was complete as of 3/1/2016.
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In SSG Pro, like in Core, allow user to see 10 year history of high and low PEs
10 year history on PEs
3 votesIn the SSGPlus you can see the 10 year historical high and low P/E’s on the ‘Valuation and Return’ tab by clicking on the button ‘Show/Hide Price/Earnings Chart’
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PERT problem
Today Craig Jacobsen and I noticed the Online Portfolio Pert report gave three companies pink flags in sales when the forecast percents were lower than the actual last 1/4 sales. Namely LOW, CMI and FDS. A Toolkit PERT with the same front page forecast had no pink in the sales columns. Perhaps there is a problem with the Online PERT. Check it out if you have time. Thanks.
3 votesFixed this issue.
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Reports:
On the report PDFs: The Diversification Report file name includes the PORTFOLIO name. The Summary and PERT do not, but should (as should ALL report PDFs).
2 votes -
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 votesThis was implemented with our last major update that was released in September 2015. Go to the ‘Data’ menu item and click on ‘Annual Data’ and simply add another row of data then click ‘Update Study’.
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Separate Notes from the Tools menu
Please make Notes a top-level menu item and change the word Notes to bold/italic if any notes have been saved, as is done in Toolkit, to remind the user whether notes have been saved.
2 votesNotes is now a unique tab in both CoreSSG and SSGPlus.
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Ability to compare P/Es for peers within Plus and Core
As with sales and eps growth, ability to see historical valuations of peers
2 votesThis option is available for both CoreSSG and SSGPlus
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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 votesThanks for submitting. This entry has been responded in the comment section and closed.
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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 votesThank you for voting for this feature. This was implemented in February 2014
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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 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 -
Add a graph of 10 years of payout values
Add a graph in the SSGPlus to see 10 years of payout values
2 votesPayout values are graphed in both the Peer data and when you click on the green box to enter/change payout judgment.
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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 votesThanks for voting on this feature. It was implemented with the March 6 release.
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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 votesWe implemented consistency but chose to keep price updates as the first option.
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Add graphs for portfolio distribution for stock size and sectors
I would like to see pie charts for portfolio sectors and size.
2 votes -
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 voteWe 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.
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