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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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239 results found

  1. Allow SSG to be created where a ticker is not included in the data feed or from manual data

    I am researching an ADR of a company, which trades OTC. (ex: DKILY, Daikin Industries, a $53B market cap company) I am unable to start an SSG in this company, as the ticker is not found in the data.

    I think there should be a "manual mode" for the SSG, which would be useful not only for OTC companies, but also companies listed on foreign exchanges. It could also be useful as a learning tool, to find and populate the data, in order to become familiar with their meaning and source.

    6 votes
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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  2. When making manual changes to data change the color of the changed data so it can be quickly recognizes as changed

    We can tell the data is changed by the checkmark but we do not know which data in the qtr or year has been changed. If the color of the data was another color one could tell at a glance which data point had been changed without digging back through the notes.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  3. Payout ratio

    Include payout ratios based on free cash flow and EPS, as advised by the January 2020 speaker

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  4. Have a pop-up dialog box on the Notes 'Delete Note' button that asks "ARE YOU SURE YOU WANT TO DELETE THIS NOTE?"

    Have a pop-up dialog box on the Notes 'Delete Note' button that asks "ARE YOU SURE YOU WANT TO DELETE THIS NOTE?"

    4 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  5. Make the data date show the quarter and year on the SSG yr over yr Qtr report like Toolkit used to do. Ex: 4th Qtr 2019

    Currrently the Quarterly info box says for example MSFT FY 2020 Qtr ending (06/20). I think this would be the 4th quarter for them since their fiscal year ends in June. So is this 4th 2020 & they are already starting 2021?

    2 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  6. Add button to delete multiple (or all) sets of saved SCG

    I use SCG's a lot. Over time I have dozens of old SCG's that I no longer want to keep. It is a pain to delete one at a time.

    5 votes
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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Admin →
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  7. Add quarterly data to book values for banks.

    Otherwise we are working with old Q data for book value and current Q data for the other info. We can go to the banks reports for this info but since Mstar likely already has it in their data banks they should be able to add it and save us the extra work.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  8. Ability to pick one or more SSGs/studies from the list of existing studies and add them directly to a portfolio.

    The user would view their list of SSGs/studies and select them then click 'add to portfolio' and identify an existing or new portfolio.

    4 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  9. Open to New Tabs when clicking the report button of a portfolio and when selecting a stock in the portfolio report

    Open to New Tabs when clicking the report button of a portfolio to display a second portfolio report and/or when selecting a stock in the portfolio report. Currently in replaces the portfolio report view and one has to navigate back to the file manager to reopen the original portfolio report.

    6 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  10. Add an "Are You Sure You Want to Delete" dialogue popup to 'Delete Note' Button

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  11. Add a way to identify portfolio companies in SSGPlus who have had recent earning reports so those companies can be updated.

    For new information on companies.

    30 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  12. Have option for viewers in webinar to work online with presenter

    So the viewers would work on a SSG along with the presenter as a way of becoming familiar with navigating the SSG platform and making judgements, reinforcing the learning process.

    4 votes
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    0 comments  ·  Training / Education  ·  Admin →
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  13. Report Request: Add Buy price to satisfy US/DS

    Report Request: I’d like to request that you add the following SSG stock report value to your existing SSG Report:

    Buy price to satisfy US/DS of
    3 to 1 and 15% total return:

    Currently I manually enter this value into the same spreadsheet that I import the available report.

    4 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  14. Redesign look and feel to respond to screen size

    Redesign all pages of all tools to respond to the screen size (responsive design). Large screens can see more content and content is still functional and viewable on mobile.

    5 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  15. Modernize the look and feel of all of the Online Tools

    Make the tools design more closely resemble the BI website in look, feel, colors and modern web design.

    0 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  16. Show upside/downside (U/D) as a column in the list of studies

    Add a feature to show the U/D from the study as a column in the list of studies on the 'My Studies' page.

    3 votes
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    0 comments  ·  File Manager  ·  Admin →
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  17. Auto-update prices in a portfolio or the whole account

    Add a feature that keeps the studies in a portfolio up-to-date with price updates. This would be a setting. Once set, would the system update the studies daily without user intervention.

    6 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  18. Show horizontal scroll at the bottom of the My Studies list

    I like the SSG library but find it difficult to maneuver through the list. It would be helpful if a horizontal scroll bar was visible all the time instead of having to scroll to the bottom of the list to see the other columns.

    0 votes
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    0 comments  ·  File Manager  ·  Admin →
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  19. Allow for putting in top zone price with out having to calculate what the pe would be to get that. Be able to work the formula backwards.

    15 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  20. Save state of legend lines with the SSG study

    Save the state of the legend lines in SSGPlus so that if the study is copied or shared then the end user sees the same view.

    7 votes
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