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 the capability to import SSG studies that have been sent by another club member.
The SSGPlus does not have the capability to import SSG studies that have been sent by another club member. You can export your files so others can view your stock studies, but the SSGPlus does not have the ability to import studies from others. The import capability should gohand-in-hand with the export capability.
77 votesThe ability to import ITK files from a Toolkit user was implemented with our last major update that was released in September 2015. This feature is available from the ‘My Studies’ section of the app.
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14 votes
Columns in the Member Sentiment view are now fixed at the top.
Regards,
BetterInvesting -
Show Sales % Growth Rate in Preferred Procedure
In the Preferred Procedure screen under the column of Sales numbers it would help to show the Historical Sales % Growth Rate since we are asked to enter our % Judgment Forecast. Also be able to remove Sales Outliers while in the Preferred Procedure screen so can see the % change.
15 votesThe sales growth rate is now shown in the Preferred Procedure screen by clicking in the tab labelled ‘Sales Growth Trend’.
Regards,
BetterInvesting -
Functionality issues: - Switching between Projection Points is slow
- Toolkit is practically immediate.
0 votesSwitching between projection points is nearly instantaneous now.
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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 the ability to see the daily fluctuation in Upside/Downside ratio without rerunning the study
When I open Toolkit - after I refresh stock prices, I can immediately see the changes in Upside/downside ratio. this functionality is critical to the tool and I would like to see this replicated online.
20 votesHi,
The upside/downside ratio is immediately updated after prices are updated/refreshed. The prices can be updated by individual study or by portfolio from the ‘My Studies’ page.
The updated upside/downside ratio is shown in the study as well as the applicable portfolio reports.
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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Adding Return on Assets as an “Evaluate Management” metric when studying bank stocks
According to many resources, Return on Assets (ROA) is one of the best ways to evaluate profitability of a bank. %Pre-tax Profit on Sales is less useful when evaluating a bank, so I would suggest replacing that line with ROA for banks.
The calculation is done in one of 2 ways:
Return on Total Assets (ROTA) = CY Net Profit / CY Total Assets
Return on Average Assets (ROAA) = CY Net Profit / ((CY Total Assets + PY Total Assets)/2)Where CY = current year; PY = previous year
Both are used. ROTA would result in a more conservative…
6 votesHi, this has been completed and is now available in SSGPlus!
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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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Show PEG ratio on the 2nd page ('Valuation and Return')
Show PEG ratio on the 2nd page ('Valuation and Return')
55 votesThe PEG ratio has been implemented on the ‘Ratios’ tab for SSGPlus users.
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Show relative value on the 2nd page ('Valuation and Return')
Show the stock's relative value on the 2nd page ('Valuation and Return')
35 votesRelative value is shown on the ‘Ratios’ tab in SSGPlus
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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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Add an analyst estimate data panel to the 'Analyze Growth and Quality' page
Show this data on the page in a panel or other display rather than having to mouse over the graph to see the values.
0 votes -
14 votes
Thank you for voting on this feature! The ability to print the quarterly data report was implemented with the March 6 release.
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15 votes
In 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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Add a visual divider between FY data and Q data in the EPS Forecast window.
Some kind of visual divider between the FY and Q Data for the data displayed on the right side of the EPS Forecast pop-up (PTP Margin, shares outstanding, etc.) would make this data a little easier to read.
1 voteThere is now a visual divider present on the Historical Data panel on the right of the Preferred Procedure area.
Regards,
BetterInvesting -
5 votes
The trailing twelve months (TTM) EPS is now the default value used for new studies.
There is a user preference setting for people that do not want this default.
Regards,
BetterInvesting -
When developing reporting make sure it considers reports by portfolio
Toolkit 6 has several good reports and they can be generated by portfolio. Please have SSGPlus have the same.
1 voteThank you for providing feedback at the BetterInvesting feedback forum! The suggestion ‘When developing reporting make sure it considers reports by portfolio’ is now closed as this is already a requirement for any future portfolio reports in the SSGPlus. Your votes will be returned to you to vote again on something else in our feedback forum.
Please encourage others to visit http://feedback.betterinvesting.org and vote or submit suggestions! -
Allow stock shares be assigned by portfolio
During the demo we saw where you can enter stock shares. I would like this to be saved by portfolio.
7 votesThis feature was implemented shortly after the original release in 2013.
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Trial version for SSGPlus
Add a free, limited trial version for the SSGPlus application so users can try before deciding to buy or upgrade.
4 votesWe now have a SSGPlus trial version available from www.betterinvesting.org/onlinetools
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