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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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257 results found

  1. I was wanting to analyze the 10 Year high and low PE to get and average 5 year PE. I know that tool kit did this. Can this be added to the

    I was wanting to analyze the 10 Year high and low PE to get and average 5 year PE. I know that tool kit did this. Can this be added to the SSG PLUS and Core. I have to calculate this manually now.

    3 votes
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  2. Freeze header row of Diversification report

    freeze the header row of portfolio diversification report to allow for better online viewing of long reports

    3 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  3. Freeze the top header on the portfolio summary report

    3 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  4. Pre-defined screens should allow additional screeing

    Allow pre-defined screens to use additional search criteria, in addition to the values for predefined screens. For example, my club (like many) has too many large and not enough small companies. I love A-List Stocks pre-defined screen, but would like to limit the results to just small companies.

    3 votes
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  5. Report Options/Summary enhancements

    price located next to Buy Below and Sell Above columns.
    Price colored green when it is smaller than or equal to Buy Below price
    Price colored red when it is greater than or equal to Sell Above price.

    3 votes
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  6. Default Setting for Detailed Estimates

    Add a selectable default setting for Detailed Estimates. I find Detailed Estimates very helpful. For every new SSG, I have to manually select Detailed Estimates. It would be great if it would be automatic.

    3 votes
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  7. Sort for Studies Section Default

    Every time I open My Studies, the Studies section sort default is "Price Date". It would be great if the default is selectable, last sort, or sorted by Name instead.

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  8. Have a link to display/share SSGs from myICLUB reports and watch lists.

    Club members would like to be able to view and possibly save to their own SSG library the members' updated SSGs on club stocks from the myICLUB reports and watch list.

    3 votes
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  9. Add a chart like Toolkit's PMG showing 5 years of monthly price and PE

    Add a chart like Toolkit's PMG back page showing 5 years of monthly price and PE using SSG data.

    The Market Watch Chart is gone which provided charts like this.

    3 votes
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  10. Lock Entire Study

    Lock entire study - alll data, judgement, price, etc. to use for future study as to actual results.

    3 votes
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  11. Increase the font size

    Increase the font size in the data grid and 2nd page (Valuation and Return).

    2 votes
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  12. Include a direct link to member sentiment data from judgment pop up.

    2 votes
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  13. Improved the readability / layout of the Valuation and Return Page (Page 2, back side)

    Provide better visual cues, break up the sections with dividers, apply color blocks, consider increase in font especially in sections 4 and 5.

    2 votes
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  14. Increase the vertical display for the list of studies

    The file list is too vertically limited and the user has to scroll too much to see their studies.

    2 votes
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  15. Is there a way to keep the screen from going out of the portfolio area after opening and closing a stock?

    When I am working on the portfolio or a SSG and I close it, my screen goes back to the entry page and I need to go back into the my studies and then back to the portfolio.

    Thank you.

    2 votes
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  16. Allow clock/time for stock creations & modifications to reflect subscriber's time zone

    Please allow the time clock under the columns "Date Created" "Date Modified" to reflect the subscriber's time zone. I am in the Pacific Time zone & the clock is set for the Eastern Time Zone.

    2 votes
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  17. Show Quality rating

    Could you please show the overall Quality rating for the company, based on the earnings, net profit margin, growth, etc ?

    Thanks

    2 votes
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  18. I understand the SSGs are for finding stocks that fit the BI criteria. What if we could enter the price we paid for a stock to evaluate it

    I understand the SSGs are for finding stocks that fit the BI criteria. What if we could enter the price we paid for a stock to evaluate it going forward. The BUYs HOLDs SELLs are based on the current price, right? If we paid more than the current price, the SSG does't show us the potential in our owned stock. Right?

    2 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  19. Include date on print version Notes and ability to reorder Notes

    Right now it only includes subject and description. The date column would be helpful as you follow the stock over time.

    Also, it would be nice to be able to reorder and/or sort the notes. Sometimes I don't do my research in the order of the SSG but it is easier for club members if I present the information in the logical order of the SSG.

    2 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  20. SSGPlus Search return result fields for Sales/Earnings not consistent

    The Sale & Earnings growth figures in the "search results" for some companies are not consistent with the SSG. For example, stock symbol MOS (Mosaic) shows:
    Sales = 56.3 & Earnings = 8.6 from the Search results
    Sales = 2.6 & Earnings = 3.8 on the SSGPlus

    There are others with just a discrepancy in Earnings.

    2 votes
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    0 comments  ·  Search / Stock Ideas  ·  Admin →
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