Stock Selection Guide Tools

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How can we improve our Stock Selection Guide Tools?

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  1. Debt label on SCG Stock Comparison Guide

    I personally would like to see the last year of Debt % Equity on the Stock Comparison Guide (SCG), rather than a 5-year average. Either way, the label should identify what period the number is for (like PTP and % Earned on Equity are labeled as a 5-year average).

    1 vote
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      0 comments  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →
    • List what quarter of the fiscal year is being reported beside the date.

      We would like to be able to complete our quarterly reports forms more easily from the OLT. One data point missing is the number of the quarter of the fiscal year being reported. (ex: Q4 6/30/17) Would also like to see projected relative value on the SCG. (Which is a great tool BTW.)

      9 votes
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        0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
      • Export Member sentiment numbers into excel

        I would like to export the member sentiment file into excel

        7 votes
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          0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
        • Graphical Stock Comparisons

          Would be nice to be able compare two or more companies graphically for their stock performance for a given time horizon, say 1, 2, 3 or 5 years. (A picture is worth a thousand words).

          1 vote
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            0 comments  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →

            Evaluating a company strictly on price performance is not the primary purpose of the tool and there are many sites that do this already. We suggest checking out the ‘Price Charts’ research links in the tool.

          • Add a bulk add feature to create a portfolio

            Allow me to create a portfolio by clicking on existing studies. Ideally, I'd like to also be able to enter the number of shares in a tabular view instead of having to edit each stock in the portfolio.

            another bulk add idea would be to be able just list the ticker symbols and then add the judgment to each SSG in the portfolio

            2 votes
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              0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
            • 0 votes
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                0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
              • Pre-Defined Screens should use the same Criteria as manual entry

                The pre-defined screens use different Criteria that the manual entry for example pre-defined screens use 10 yr Growth numbers for Sales and Earnings and use >10% which is not an option in the drop-down search criteria. Also search criteria use 'EPS R2 5 year greater than 0.9'. Not sure what the cryptic R2 refers to and should be removed and 0.9 and ranges as used in the pre-defined screens dont exist in the manual search. May I suggest that all pre-defined searched use the same search criteria as the user can select to allow a user to enter similar searches…

                1 vote
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                  0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
                • When you turn on the Net Income line in the SSG, make it show up in Print PDF.

                  When you turn on the Net Income line in the SSG, make it show up in Print PDF.

                  5 votes
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                    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                  • Allow user to expand the active window both vertically and horizontally.

                    Being able to change the vertical and horizontal limits myself and to fit the parameters per my computer setup, would be a big help. Under "My Studies" you cannot see all the columns at the same time.

                    1 vote
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                      0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                    • Integrate more of the info in the "SSG Reference Guide" into the Core SSG tutorial information.

                      Consolidate all guidelines into one area so folks don't have to go between a paper reminder and what's online in the tool

                      1 vote
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                        0 comments  ·  CoreSSG  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add Company Size to the Company Summary

                        Folks have a hard time remember the company size definitions by BetterInvesting. Consider adding company size that to the Company Summary box based on BI definitions

                        6 votes
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                          0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                        • SSGPlus Search return result fields for Sales/Earnings not consistent

                          The Sale & Earnings growth figures in the "search results" for some companies are not consistent with the SSG. For example, stock symbol MOS (Mosaic) shows:
                          Sales = 56.3 & Earnings = 8.6 from the Search results
                          Sales = 2.6 & Earnings = 3.8 on the SSGPlus

                          There are others with just a discrepancy in Earnings.

                          1 vote
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                            0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
                          • Add the 3 Morningstar grades from the Search Criteria to the SSG

                            The Morningstar fields from the Search Criteria are helpful, and would be even more useful if they can be reflected on the SSG...perhaps in the company info, or on the right side or as a pop-up window.

                            3 votes
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                              0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                            • Error in Adding long named file to Portfolio

                              If a study is saved with a long file name adding it to a Portfolio is a problem. Cant easily get to the check box.
                              To solve this the dialog box must be horizontally scrollable or the file name needs to be truncated or the dialog box needs to be resizable.
                              Simplest to to truncate long file names in this dialog box

                              1 vote
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                                0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                              • Create a One Click method to export .SSG , .ITK .PDF files directly to OCA's FILE STORAGE.

                                Create a One Click method to export .SSG , .ITK .PDF files directly to OCA's FILE STORAGE.
                                this would eliminate the 2 step process of first exporting to download folder, then opening OCA to 'upload'.
                                This would be a similar process to the webinar registration's "one click' method to add a webinar to your calendar.

                                1 vote
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                                  1 comment  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add a Stock Wish List - A list of Stocks to look further into

                                  It would be great to:
                                  0) Create a further review stock list
                                  1) That list could be a portfolio but stocks in a portfolios require that an SSG has been done. Perhaps The Wish List is better in another new list.
                                  2) Have a check box in the search tool to add a stock to the further review list.
                                  3) Enter a table of stocks (from a comma separated text list) that have been found outside of the SSG into the further review list
                                  4) Add a quick preview Data for like one in the stock screen search list.

                                  I…

                                  1 vote
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                                    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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
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                                      0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add the ability to have a cash account in your portfolio

                                      Have a "ticker" for cash that can be included in portfolios and reports

                                      6 votes
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                                        planned  ·  0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add an option to the FILE menu to allow for "Add to a Portfolio"

                                        When completing a study that we want to add to an existing portfolio or watch list, it would be helpful (and simpler) if the user could do that directly from the study, instead of having to return to the list of portfolios and then edit the portfolio to add the stock.

                                        2 votes
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                                          1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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.

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