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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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9 results found

  1. Add Morningstar MOAT rating somewhere. Maybe with ACE.

    Companies with a Morningstar Wide or Narrow Moat often have better looking SSGs. Displaying in the SSGPlus saves time going to Morningstar website

    1 vote
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    1 comment  ·  SSGPlus  ·  Admin →
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  2. On the SSGPLUS. When I put in the dollar and cents amount in the forecast the cents change from what I have entered. Can this be corrected

    On the SSGPLUS. When I put in the dollar and cents amount in the forecast the cents change from what I have entered. Can this be corrected so when I put in the cents is will be what I want not what the program gives me.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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    declined  ·  AdminBetterInvesting (BetterInvesting, BetterInvesting) responded

    This is a function of rounding between the Projected High EPS and the Projected EPS growth rate. When you change the Projected High EPS directly, the new value is used to recalculate the Projected EPS growth rate. When the page refreshes, it uses the Projected growth rate to determine the Projected High EPS so it may be different by a few cents. This will not materially change your SSG or its results.

  3. Member Sentiment window

    When I get the Member Sentiment window.... it appears "locked" in position.... I would love to be able to move it aside so that I can see and manipulate the info in that window and ALSO see the Analyze SSG screen and the Valuation SSG screen.... The sentiment window covers up the data I want to compare and evaluate...

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  4. When adding a stock to a portfolio allow a "Lot" structure so a cost/share can be added allowing for gain/loss reporting throughout

    Rather than having to maintain protfolios in mutliple tools, it would be nice if we could have costs per share captured via a "Lot" structure so multiple buys would be accurate and an Avg Cost per share shown.

    With this data now captured you would be able to show the pertormance of a portfolio via gain/lose which is something needed when looking to defend a stock or sell and add something else taking the Capital gains hit into consideration.

    Currently we can get this in Club accounting or you use yahoo finance portfolio. It would be nice to have this…

    3 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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    declined  ·  AdminBetterInvesting (BetterInvesting, BetterInvesting) responded

    Currently, the Online Tools are not architected for transactional accounting, which includes buy/sell dates and lot tracking. We may consider adding this to our long-term tools roadmap, but this would be a 100% overhaul of the Online Tools portfolio structure.

  5. Make the preferred Proceedure figures print on page 1 for all to see at a presentation, etc

    Make the preferred Proceedure figures print on page 1 for all to see at a presentation, etc

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  6. PERT table needs to be full width without scrolling

    PERT online view requires scrolling left/right to be able to compare ESTEPSGROWTH to TTMEPSGROWTH. Need to be able to view without scrolling.

    4 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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    declined  ·  AdminBetterInvesting (BetterInvesting, BetterInvesting) responded

    Hi,
    There are too many columns in the PERT report to format all the data on a typical browser without scrolling.
    We’d recommend using the browser zoom at 75% to see all of the data without scrolling horizontally.
    Regards,
    BetterInvesting

  7. Add the capability to directly set the forecasted high price

    Allow the user to set the forecasted high price directly rather than have it calculated from the result of the high P/E X high EPS calculation.

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    0 comments  ·  SSGPlus  ·  Admin →
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  8. Export data from SSG/portfolio into excel

    Allow ability to export SSG data from either one SSG or all SSGs from a portfolio into excel format.

    12 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  9. Add the ability to enter old data to recreate an older SSG study

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