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
111 results found
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Refresh Buttons: Difference between "Refreshing All Studies/Portfolios" and "Refreshing Individual Studies"
When the user Refreshes "All Studies" or "Portfolios", locked data is not touched.
However, when the user Refreshes "Individual Studies" there are two "Overwrite" options and one "Create A Copy" button.
Is it correct to assume that "Overwrite" means Overwrite....including eliminating/overwriting the Locked data?
And, when choosing the "Create a Copy", doesn't that also overwrite locked data, update the data.... and create a copy?
Also: Date Modified column: Gives the date that the user Refreshed either the price or price and data. How can the user tell which companies fundamental data were refreshed? Not all companies release quarterly data on…
1 vote -
Show portfolio(s) for individual stocks
Add the ability to select a stock and then show the portfolios that stock belongs to and the number of shares.
3 votes -
PERT mouse-over popups
On the PERT report use mouse-over popup help text to describe each column header and it's derivation eg when mousing over 'Proj RV' - popup 'Projected Relative Value = Proj PE / Avg PE (Projected)'
On PERT report, when hovering over a colored cell use popup help text to describe the condition that triggered the colorization event.
4 votes -
Add a sorting indicator on the PDF copy of the PERT report
The PDF copy of the PERT report does not indicate what column the report is sorted on, nor the sorting order. Could something be added to a header or footer that shows what column the report is sorted on, and in what order?
1 vote -
Date stamp for SSG study date/update.
Add a date stamp to portfolio display that shows when I last updated an SSG study, i.e. change judgement, so that I know how old my study is. The current Modified Date changes with price and data updates and does not reflect when I last studied the SSG.
6 votes -
Show which companies have new data since my last data update.
One helpful feature of Toolkit 6 is that it shows which companies have updated data since my last data update, i.e. companies that have had quarterly earnings releases. That indicates which companies I need to re-study. Otherwise, it is not evident which companies need re-study.
32 votes -
Make labels more descriptive
It would be helpful if some of the labels were updated to make them more descriptive, so we don't have to guess or reverse engineer the numbers to figure them out.
For example: in the Fundamental Company Data section, user has no way of knowing just by looking at the table if the column labeled "Forecast (%)" is an annual forecast or is it the forecast for 5 years in total?
In section 3, it says "High this year" and "Low this year". Does that mean the calendar year, or is it a TTM time period? (plus it would be…
4 votes -
Add ability to input prior quarter or year when data is missing from data feed.
1st Quarter of 2016 data for Flowers Foods is missing. I have contacted both BI (June 6) and Morningstar (June 22, July 31, and August 16) to have the data added. It is still not in the data feed and I cannot add a prior quarter of data to the SSG manually to include the missing data.
6 votes -
Notify SSG User of new quarterly stock data availability upon opening SSG
Similar to what was on Toolkit 6
14 votes -
Create a new report to show user judgment (forecast) reference points
The report could be printed alone or with the SSG PDF and would show similar information as the 4 judgment/forecast pop-up windows in order to provide a reference of what was chosen and the other reference points that were displayed at that point in time.
5 votes -
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 -
Member Sentiment Time Frame
Add an option to select the last 30, 60 days to the current 90 days of submitted studies.
11 votes -
Timely Stock price data feed
Currently I can get accurate closing prices and updates using TK but not the SSG+ which is a whole day behind. Can this timeliness be improved?
17 votesChanged from ‘under review’ to ‘no status’ as we have no current plans to pursue intra-day pricing. In our review so far we have not discovered a service that will provide intra-day pricing without raising our data services costs dramatically. This issue is being kept open for voting.
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Print Peer Data
Could you add a print option for the peer graphs? I tried to print the screen but the output showed the graph printed over the SSG so it was unreadable. A printout of some of the peer graphs would be very useful at club meetings.
7 votes -
Traveling Side Bar
The Command buttons (File Data Print etc.) on the upper right of the form would be much more convenient if they were located on a tab on the right side. A traveling tab such as in the Online Value Line would be fantastic.
0 votes -
PEERs
Ability to compare more than 3 peers and/or to export peer data to excel so that the data can be manipulated to allow a more detailed comparison outside of SSG.
1 vote -
Notes
Large "Note" section so we can copy and paste an article on the company. Also we could paste an URL into the "Notes".
3 votes -
Allow price override and also display calculated value in Section 4
In section 4a or 4b, when entering P/E and EPS values to get calculated prices, there are times when it is appropriate to use some value other than the calculated values. In Toolkit, the calculated values are displayed but crossed out, and the adjusted value shown. I would prfer that action, rather than showing only the adjusted value. If I adjust a price, I still want to be able to see the calculated value I adjusted from.
13 votes -
Uniform order of the sales and eps columns on all pages/documents
Order the sales and eps columns so they are in the same order on SSG side 1, Qtr Trend Rpt and PERT.
1 vote -
PERT Report Sorting defaults to alphabetical in PDF - an error issue?
When creating a PDF document for the PERT, the created version defaults to alphebatical sorting rather than keeping the sort order chosen. The attached file was created with sorting on the UD ratio but that sort did not remain. I'm looking at this as an error reporting issue rather than a suggestion as I feel like it may be an oversight.
3 votes
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