Stock Selection Guide Tools

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  1. 14 votes
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  2. Quarterly Data

    Limit the Quarterly Data X-axis scale to 50% so the plots will not be compressed, making judgements near 10% data difficult.

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allowing locking of data on an SSG.

    Allowing locking of data on an SSG to prevent accidental updates if more than 1 SSG on a company. Some keep a separate SSG for each addl buy of a co. Locking would prevent accidental updating of that SSG.

    2 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

    User entered data is now locked on a row-by-row basis.
    We advise that all ‘non-changed’ data is kept unlocked so it is automatically updated (upon a user initiated refresh/update) in the case of a stock split.
    Regards,
    BetterInvesting

  4. Add to Section 3 the Average P/E Ratio, Current P/E Ratio, Relative Value, Projected P/E Ratio, PEGY Ratio, Projected Relative Value

    Add to Section 3 the Average P/E Ratio, Current P/E Ratio, Relative Value, Projected P/E Ratio, PEGY Ratio, Projected Relative Value, TTM EPS, FTM EPS and Avg TTM + FTM EPS similar to Section 3 of Toolkit 6. When using SSGPlus I have to always access my Toolkit 6 program to view these items in TK6 Section 3 as I have not yet found an equivalent in SSGPlus.

    23 votes
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    2 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

    Average P/E ratio, current P/E ratio, TTM EPS have been in SSGPlus section 3 since launch.
    Relative value, PEG and Projected P/E ratio were added in the ‘Ratios’ tab of SSGPlus.
    This issue is now closed.
    The addition of FTM EPS is covered under a separate issue here: https://feedback.betterinvesting.org/forums/220694-stock-selection-guide-tools/suggestions/8059056-add-ftm-eps-and-the-average-of-ttm-and-ftm-eps-to
    The addition of PEGY is covered under a separate issue here: https://feedback.betterinvesting.org/forums/220694-stock-selection-guide-tools/suggestions/42038431-add-pegy-to-the-ssgplus

  5. On the 'Compare Peers' page, legend/graph colors should be consistent from one tab to the next

    When moving from one tab to the next on the comparing peers screen it would be a lot easier if the graphs for each of the peers was always the same color.

    36 votes
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    12 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  6. 3 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  7. Put a line under Section 3 that will give the RV and the Projected PEG (Current PE/ Est EPS Growth Rate).

    Please put a line under the SSG Plus Section 3 that will give the RV calculated as (Current PE/5-Yr Avg PE) and the Projected PEG calculated as (Current PE/ Est EPS Growth Rate). These are very important valuation measures.

    Relative Value according to my old Stock Analyst manuals:
    " Good value is present when the current P/E is less than the historical average P/E ratio. This is measured by dividing the current P/E by the average P/E (x 100) to produce a figure called the Relative Value...This is the best overall measure of the reasonableness of a current P/E multiple...Relative…

    19 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add "Prices current as of xx/xx/xx" to top of section 3

    At the top of Section 3, there is plenty of room on the top line that displays the stock prices. How about adding "Prices current as of: xx/xx/xx". When working on an older study, the original date is shown in the title bar, so it's not necessarily clear that the prices displayed at the top of section 3 are more current than the Study Name/Date.

    1 vote
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  9. PERT Report PDF

    If the report extends to more than one page, the headers should be repeated at the top of each page. Also, occasionally when I print a multi-page PERT Report, the last stock on the first page is split in half -- the top half is on one page, the bottom half of the row is on the top of the second page. The report needs to be generated in a way that will prevent this split.

    1 vote
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    completed  ·  0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  10. Reports:

    On the report PDFs: The Diversification Report file name includes the PORTFOLIO name. The Summary and PERT do not, but should (as should ALL report PDFs).

    2 votes
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    completed  ·  0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  11. PERT problem

    Today Craig Jacobsen and I noticed the Online Portfolio Pert report gave three companies pink flags in sales when the forecast percents were lower than the actual last 1/4 sales. Namely LOW, CMI and FDS. A Toolkit PERT with the same front page forecast had no pink in the sales columns. Perhaps there is a problem with the Online PERT. Check it out if you have time. Thanks.

    3 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow Portfolio Summary Report to be Printed as Sorted on the Screen

    I can set up a portfolio to follow, and on the screen I can reorganize the stocks in the portfolio in alphabetical order, but when I go to print the list of the stocks in the Summary Report, they always print in the original order. Allow the Summary Report to print as sorted and shown on the screen.

    6 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  13. Print Notes from the Note Window

    It would be helpful if the notes could be printed from the note window without having to send them to Microsoft Office Quick Notes or One Note.

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

    Notes can be printed to a PDF by appending them to the 2 page SSG report as a 3rd page.
    To print the Notes, select ‘Print’ , then click on ‘Append Notes’ and then ‘Generate PDF’ and the notes will become part of the PDF. We are planning a new ‘Notes’ tab (rather than a popup) and will consider how printing would work from that screen.

  14. Fix trying to go to Search after wanting to Abandon Study

    When you are in a new study, decide you want to go back to Search and don't want to save the study, it doesn't Abandon. You have to either save the study, or go the Library in order for Abandon to be accepted.

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  16. I want to see the ACE numbers, S&E, for the next two years as points on the SSG as well as the ability to add data out to year five.

    In TK we can input data for earnings and sales for the next 5 years. We fill in the ACE numbers from YF for the next two years and if we have a VL we add the numbers for year 5.

    82 votes
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    15 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to update all stocks in a portfolio

    Have an option to do company updates on all companies in a portfolio.

    36 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  18. Lock the header

    Please lock the header portion of the 'Better Investing sentiment' screen. When we choose all the SSGs in the sentiment screen, it is hard to find which values belong to which column titles.

    Thanks

    9 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add the ability to add Quarterly & Annual data for companies where manual data entry is necessary (Add a Quarter - not just Edit)

    Certain companies have imported data that conflicts with Value Line and/or Yahoo financial data. For these companies it is necessary to manually edit the data. This works. However, as another Quarter is completed, you are unable to add an additional Quarter. I imagine you are also unable to add a Year when the year is complete.

    12 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  20. Adjustable scale (add/reduce) [in conjunction w/dragable lines]

    Similar to the TK6 feature of adjustable scale to increase and/or decrease the Y-axis scale. (and in conjunction with having the ability to reposition the lines to make the view clearer and/or be able to see the price bar trend)

    16 votes
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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