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
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Add a Stock Wish List - A list of Stocks to look further into
It would be great to:
0) Create a further review stock list
1) That list could be a portfolio but stocks in a portfolios require that an SSG has been done. Perhaps The Wish List is better in another new list.
2) Have a check box in the search tool to add a stock to the further review list.
3) Enter a table of stocks (from a comma separated text list) that have been found outside of the SSG into the further review list
4) Add a quick preview Data for like one in the stock screen search list.I…
2 votes -
Allow user to expand the active window both vertically and horizontally.
Being able to change the vertical and horizontal limits myself and to fit the parameters per my computer setup, would be a big help. Under "My Studies" you cannot see all the columns at the same time.
2 votes -
Pre-Defined Screens should use the same Criteria as manual entry
The pre-defined screens use different Criteria that the manual entry for example pre-defined screens use 10 yr Growth numbers for Sales and Earnings and use >10% which is not an option in the drop-down search criteria. Also search criteria use 'EPS R2 5 year greater than 0.9'. Not sure what the cryptic R2 refers to and should be removed and 0.9 and ranges as used in the pre-defined screens dont exist in the manual search. May I suggest that all pre-defined searched use the same search criteria as the user can select to allow a user to enter similar searches…
2 votes -
Adding to the Notes section of SSG
would like to use snipping tool or directing paste in a excel or work table into the notes. I like to show what other analyst are estimating and caption that info in a spreadsheet. Any possible way to do this
2 votes -
Add revenue ranges to the Size Diversification Report
The current size definitions for small, medium, and large companies are not easily located. Add a legend to the Size Diversification Report that explains the revenue range for each size.
2 votes -
Screener Preview Data Graph Order
When you select a column to sort screener results by and then do into Data Preview, the order of the companies remains alphabetical. I'd like the order of companies to be in order of the column I sorted by.
2 votes -
Portfolio update SSG
Be able to update Portfolio with new SSG report without having to delete existing from portfolio and then add new SSG (sometimes imported from member following the stock) into the portfolio and reentering shares held. (i.e. Replace SSG abc 1/1/19 with abc 3/1/19)
2 votes -
Add past 5 years sales growth and EPS percentage where it is visual on page 1.
Add the past five years sales growth and EPS percentage on page 1. This is important to look at when researching a company. The only place to find it is on the page where you download information to Toolkit.
2 votes -
Allow outliers in quarterly trend graph
Using INGN as an example, it had the 3/15 quarter with 3000% EPS growth. Changing to Last 5 years, did not impact graph. Limit growth to 50% jshowed sales trend better but most of EPS cut off as it was above 50%. Current graph options are pretty meaningless for this stock. Having ability to quickly exclude that quarter would be helpful.
2 votes -
Projecting the Future Stock Price
Add a second (or optional) calculation to the second page of the SSG to use the Price/Sales (P/S) ratio and the forecasted sales growth to calculate the forecasted stock price over 5 years. This will provide another metric to quantify the increase in the stock price.
2 votes -
Lock Company Quality Source and Rating:
Provide a Lock for Company Quality Source and Rating to provent update changing your input.
2 votes -
Change color of numerical data in Q & A data when changed by user.
We have the option of changing the quarterly and annual data when unusual circumstances exist. The checkmark in the last column notes that some data has been changed but does not note which data has been changed.
If the color of the data was changed to reflect that the data had been changed this would be quick and easy.
2 votes -
Add an "Are You Sure" to the Update All Button
That button is DANGEROUS! I accidentally pressed it and ALL my studies were updated!!! Not only did this take a LONG time but all my history of SSGs was gone! Why not add an ARE YOU SURE confirmation?
2 votes -
Add a quick link to go from the SSG page to the BI Home Page
Like the Tools link from BI Home to the SSG site, it would be most helpful to add a link from the SSG site to the Home page.
2 votes -
Share Pert Report files
It would be great to be able to share Pert Report files with Club members electronically, similar to sharing itk files.
2 votes -
Ability to share a study on Facebook
Give the user a link to allow them to share a read-only version of their study on Facebook.
1 vote -
Show the Assess Stock Price Graph when you click on quick view for a study
When clicking on quick view for a study, display the color coded 25/50/25% graph for assessing stock price (either instead of or in addition to the typical SSG chart with sales, stock price, and earnings).
1 vote -
Add the ability to remove Pre-tax Profit Margin data (outliers) in the Preferred Procedure window.
In the Preferred Procedure window, it would be nice to be able to identify outliers in the Pre-tax Profit Margin data (from the most recent 5 fiscal years) to quickly calculate a new average. The new average would then appear as the default value for the PTPM in the preferred procedure calculator.
1 vote -
Calculate the beta of the entire portfolio
When developing portfolio reporting, include the beta for the entire portfolio in one of the reports.
1 vote -
Add a historical data audit like Toolkit
Add a historical data audit like Toolkit. These are algorithms that examine the historical data and provide feedback about good performance or potential problem areas.
1 vote
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