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Stock Selection Guide Tools

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66 results found

  1. Add 'New Study' button to replace Quick Navigation bar

    Add a 'New Study' button that you can see instead of the 'hidden' Quick Navigation bar in order to open another study. Also add under File > New Study.

    1 vote
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  2. Weight the Heat Map studies

    To make the chart more relevant to the present, consider weighting the studies with more emphasis on the most recent past.

    0 votes
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  3. Add a feature to store frequent email recipients for use when emailing a study

    Add the ability to store club members email addresses in the recipients box in the email study feature so we wouldn't have to reenter them each time we send a study.

    5 votes
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  4. Show the trend indicators (UP/DOWN/EVEN) on the printed PDF report

    Show the 'Evaluate Management' (quality) trend indicators on the printed PDF report.

    1 vote
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  5. Add the ability to import portfolio data from Folio Investing portfolios

    For those of us who use Folio Investing as a brokerage, having the ability to import portfolio data (portfolio name, security info, number of shares) would provide a convenient way to keep data between the BI Online Tools and Folio in sync and eliminate manual input of data.

    1 vote
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  6. Incorporate/Integrate Stock Research Form into SSG so judgments,and date automatically transfer

    Incorporate /integrate Stock Research From with SSG so that the Stock Research Form is automatically populated by judgments you make on the SSG. This would be similar to what happens in Turbo Tax Software's Step-By-Step Program feature. It asks you questions and based on your answer the 1040 Form is filled in. For example, the highest /lowest and average PEs could easily be transferred to the Form after that judgment is made.

    I am raising this because i find it cumbersome and inefficient to be switching back and forth between the SSG(internet) and the Stock Research Form(offline word document). If…

    1 vote
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