Stock Selection Guide Tools

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How can we improve our Stock Selection Guide Tools?

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  1. Stop automatic page reversing

    We have two pages of stocks. When updating EACH file on the second page, file manager auto-reverses to page 1. Very annoying to have to "go back" to page 2 after each one.

    3 votes
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
  2. Save preferences for columns to display in the 'Your Studies' area

    Save my preferred columns to display when viewing all of my saved studies. Or better yet have a menu of personal saved displays that can be selected from a drop down (like saving a screen search).

    1 vote
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
  3. 15 votes
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →

    You can update all studies in the account by clicking on the ‘Portfolios’ bar on the ‘My Studies’ screen then looking for the ‘All Studies’ row and clicking on the Refresh (circular) icon to refresh/update the data in all studies.
    You also have the ability to update all studies in a single user-defined portfolio in a similar manner.
    Regards,
    BetterInvesting

  4. Allow the ability to update all relevant studies as a group rather than one at a time

    It is time consuming and annoying to have to update all stocks for a club meeting one at a time. This should be changed to allow one step updating.

    35 votes
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for submitting and voting on this feature! It can now be accomplished by setting up a portfolio, adding the relevant stocks and then you can update the SSGs (either just prices or price and data) as a group. See the Portfolio Quick Start Guide available from the tools ‘Help and Information’ Tab for more information.

  5. Show actual name in file manager along with ticker

    Many of us do not have company names memorized by ticker.

    7 votes
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
  6. Delete multiple studies at once

    Add the ability to select and delete multiple studies at one time.

    3 votes
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    1 comment  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
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