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Stock Selection Guide Tools

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254 results found

  1. 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
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  2. Lock Company Quality Source and Rating:

    Provide a Lock for Company Quality Source and Rating to provent update changing your input.

    2 votes
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  3. Make the data date show the quarter and year on the SSG yr over yr Qtr report like Toolkit used to do. Ex: 4th Qtr 2019

    Currrently the Quarterly info box says for example MSFT FY 2020 Qtr ending (06/20). I think this would be the 4th quarter for them since their fiscal year ends in June. So is this 4th 2020 & they are already starting 2021?

    2 votes
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  4. 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
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  5. "Quarterly Data" graphs: Add a "most recent 3 years" option.

    "Quarterly Data" graphs: add a "most recent 3 years" option. This is especially important for fast growing, small companies. The first 2 high-performing years often skew the graph, making the recent years graph line appear almost flat. We always look at the pink Trailing 4 Quarters, Pre-Tax Profit % Change. Having a 3 year option would help us to visually see the recent change.

    2 votes
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  6. Judgement report

    Add a judgement report that shows the stocks in a portfolio with each of there 5 judgements.

    2 votes
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  7. We need to be able print on an SSG the Relative Values and the PEG as before. This is essential when you are share an SSG with your club.

    We need to be able print on an SSG the Relative Values and the PEG as before. This is essential when you are share an SSG with your club.

    2 votes
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  8. 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
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  9. 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
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  10. 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
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  11. 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
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  12. 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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  13. Match target return to company size automatically and also provide a way to override the values.

    Instead of using a 15% target return for every stock, reduce the target return to the level appropriate to the company size. A medium size company would have a target return of 12%, etc. This might help newbies realize that 15% growth is not necessarily realistic for large companies. Also, could help get users looking at the return of their entire porfolio.

    1 vote
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  14. Incorporate/Integrate Stock Research Form into SSG so judgments,and date automatically transfer

    Incorporate /integrate Stock Research From with SSG so that the Stock Research Form is automatically populated by judgments you make on the SSG. This would be similar to what happens in Turbo Tax Software's Step-By-Step Program feature. It asks you questions and based on your answer the 1040 Form is filled in. For example, the highest /lowest and average PEs could easily be transferred to the Form after that judgment is made.

    I am raising this because i find it cumbersome and inefficient to be switching back and forth between the SSG(internet) and the Stock Research Form(offline word document). If…

    1 vote
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  15. Add the ability to import portfolio data from Folio Investing portfolios

    For those of us who use Folio Investing as a brokerage, having the ability to import portfolio data (portfolio name, security info, number of shares) would provide a convenient way to keep data between the BI Online Tools and Folio in sync and eliminate manual input of data.

    1 vote
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  16. Show the trend indicators (UP/DOWN/EVEN) on the printed PDF report

    Show the 'Evaluate Management' (quality) trend indicators on the printed PDF report.

    1 vote
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  17. Section 4b ..selection option of a, or b, or c, or d....can the selection be highlighted or bold?

    Currently when I selected option d ( Price Dividend Support) as the low price. Is there someway to highlight the selection or grayout the others?

    also, unable to change selection 4A, when we tried to change the high earnings shares (i.e, typed in $6.50 and clicked on update study....the entry changes to $6.40)....calculation error???

    1 vote
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  18. outliner in section 3 column d and e - Price Earning Ratio outliners. Its looks like a blank cell.

    Outliner on section 3 columns
    D and E Price Earning Ratio.
    In Adobe Reader, you can see a faint number in the cell if it is a outliner, but when you print, it looks like a blank cell. I looked again in bright sunlight and I can see then it was not a blank cell. I think the color need to be 1 or 2 shades of gray brighter, or can we have a outliner line across the cell with the P/E data. It took extra time to go back to find the number during our club discussion.

    1 vote
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  19. Add a box for annual financial info with a % change box adjacent

    Add a box for annual financial info with a % change box adjacent, or incorporate annual finances in quarterly finances by highlighting & also using % changes

    1 vote
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  20. Change Order of Research Link

    Personalize the Order of the Research links, e.g. put your favorites at the top.

    1 vote
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