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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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89 results found

  1. Add a graph of quarterly data

    Add a graph of quarterly data like the PERT-A (Quarterly Trend) graph to the SSGPlus.

    36 votes
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    0 comments  ·  SSGPlus  ·  Admin →

  2. Export Member sentiment numbers into excel

    I would like to export the member sentiment file into excel

    14 votes
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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →

  3. Add 2 columns to the Portfolio Summary Report to display number of shares and total stock value in the portfolio.

    Adding this basic information to the Portfolio Summary Report would make the portfolio "snapshot" more complete and useful to clubs and individuals.

    10 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Admin →

  4. Reports:

    On the report PDFs: The Diversification Report file name includes the PORTFOLIO name. The Summary and PERT do not, but should (as should ALL report PDFs).

    2 votes
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    completed  ·  0 comments  ·  SSGPlus  ·  Admin →

  5. Add the ability to produce a Portfolio Trend report

    Add a Portfolio Trend Report as an option in SSGPlus portfolio reporting - similar to the report in Toolkit 6.

    9 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  6. 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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  7. Portfolio Management Guide (PMG)

    Please provide PMG that helps to adjust High and Low PE
    And also PERT

    Initially, I was unhappy to lose Toolkit 6, but now happy with SSG Plus.

    I appreciate if you can add growth line and 10 year data for dividend growth just like Revenue and EPS growth. Dividend growth helps to determine Shareholder oriented management.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  8. Portfolio update SSG

    Be able to update Portfolio with new SSG report without having to delete existing from portfolio and then add new SSG (sometimes imported from member following the stock) into the portfolio and reentering shares held. (i.e. Replace SSG abc 1/1/19 with abc 3/1/19)

    2 votes
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    1 comment  ·  Portfolio or Club Tools  ·  Admin →
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  9. Pre-Defined Screens - export to Excel Spreadsheet

    Allow one to export the results in an Excel Spreadsheet from the Pre-Defined Screens.

    12 votes
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    1 comment  ·  Search / Stock Ideas  ·  Admin →
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  10. Allow stock shares be assigned by portfolio

    During the demo we saw where you can enter stock shares. I would like this to be saved by portfolio.

    7 votes
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    0 comments  ·  SSGPlus  ·  Admin →

  11. 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

    6 votes
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    0 comments  ·  File Manager  ·  Admin →
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  12. Export Stock Screens to Excel after running them

    Ability to download or export Stock Screens to Excel for further study without creating a study for each one first

    10 votes
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    3 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  13. Provide capability for clubs to share their SSGs via a club portfolio that all club members can access.

    Two issues: (1) access by all club members (with SSGPlus subscription) to access club's portfolio and (2) individuals in multiple clubs being able to access one single SSG but in multiple, club-designated portfolios.

    115 votes
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    7 comments  ·  Portfolio or Club Tools  ·  Admin →
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    planned  ·  AdminBetterInvesting (BetterInvesting, BetterInvesting) responded

    This item is now in the active planning/architecture stage. There are many use cases for how this could be implemented and, once we launch the first use case, we anticipate functionality to be added for other use cases over time.

  14. On the Portfolio and Studies page, let portfolio view extend across user's screen to reduce scrolling

    On the Portfolio and Studies page, user has to scroll back and forth to view the entire portfolio table. There is a lot of wasted blue space to the left and right of the portfolio view. It would be helpful if the view wasn't fixed to a specific width, but used responsive design to allow it to expand to fit the entire browser window width per the user's own computer and browser width preferences. Because the row headings are fixed, once user scrolls to the right, you don't know what stock you're looking at for the right side columns.

    4 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  15. I would like to be able to share an entire portfolio with my club members without sharing it one stock at a time.

    For example, I have a portfolio of solar energy stocks. I'd like to be able to share that portfolio with just a click rather than go stock by stock. As the club's secretary, I have the club's watch list in another portfolio based on previous "stocks to study" that our club members have done. And, my wife and I are both BI members, so I'd like to be able to share portfolios between ourselves easily. For example, our watch list. And, I want to create a portfolio of great local companies. As it is now, I must create the…

    18 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  16. PERT Report - Add a company size column

    In addition to adding a column for the company size, then highlight the sales or EPS growth rate if it is not meeting the minimum expected growth rate for that company size. This would include projected EPS Growth Rate (and estimated sales growth if that ever gets added.)

    1 vote
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  17. Add the high PE AND average PE compound annual return to the portfolio summary report.

    In the portfolio report summary add both the high PE compound total return and the average PE compound total return.

    10 votes
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    0 comments  ·  Other  ·  Admin →

  18. Allow Portfolio Summary Report to be Printed as Sorted on the Screen

    I can set up a portfolio to follow, and on the screen I can reorganize the stocks in the portfolio in alphabetical order, but when I go to print the list of the stocks in the Summary Report, they always print in the original order. Allow the Summary Report to print as sorted and shown on the screen.

    6 votes
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    0 comments  ·  SSGPlus  ·  Admin →

  19. Calculate the beta of the entire portfolio

    When developing portfolio reporting, include the beta for the entire portfolio in one of the reports.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  20. 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.

    7 votes
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    1 comment  ·  Portfolio or Club Tools  ·  Admin →
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