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Stock Selection Guide Tools

← Feature Requests for the BetterInvesting Online Stock Tools Suite

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31 results found

  1. Add Stock Rover to Research/Key Statistic dropdown in SSGPlus

    Stock Rover is a very comprehensive research facility that provides near one-stop researching. It does not offer estimates, just the data so better fit is under the Key Statistics drop down. The free version offers more than what most stock researchers would need to produce a quality stock study.

    20 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Admin →
    declined  ·  AdminBetterInvesting (BetterInvesting, BetterInvesting) responded

    StockRover does not fit within our general guidelines for research links for a number of reasons:
    1 – the site requires a sign-in by all users. The only other link that is similar to this is SeekingAlpha and that caused some serious discussion. In that case the benefit of an excellent list of transcripts outweighed the login aspect. Additionally on Seeking Alpha’s site you can still see some functionality without logging in.
    2 – The direct, ticker-specific links to Stock Rover’s functionality do not work when using a phone or tablet.
    3 – The information available when reviewing a specific company does not appear to be better or more comprehensive than similar information obtained on other sites.

  2. The PERT report pdf function does not display/download on a Kindle.

    Error found on Kindle Fire.

    1 vote
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    0 comments  ·  CoreSSG  ·  Admin →

  3. Add the capability to directly set the forecasted high price

    Allow the user to set the forecasted high price directly rather than have it calculated from the result of the high P/E X high EPS calculation.

    0 votes
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    0 comments  ·  SSGPlus  ·  Admin →

  4. Add sort capability in Stock Comparison Guide

    I like to "pre-screen" candidate stocks but doing a set of SSGPlus studies accepting at face value the ACE estimates and reasonable PEs. Then I use the Comparison Guide to hone in on the most likely companies to study further (by rejecting out of hand those that don't make the grade even using the ACE optimistic values). Been having problems finding the studies without the ability to sort.

    2 votes
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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Admin →
    declined  ·  AdminBetterInvesting (BetterInvesting, BetterInvesting) responded

    Hi,
    The ability to pick studies for the SCG has been improved by the suggest feature which matches on ticker and/or study name and is sorted in date descending order. If you have recently completed studies then simply typing in those tickers will show the study at or near the top of the list.
    Regards,
    BetterInvesting

  5. Cover Mutual Fund analysis

    3 votes
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    1 comment  ·  Other  ·  Admin →
    declined  ·  AdminBetterInvesting (BetterInvesting, BetterInvesting) responded

    he CoreSSG and SSGPlus are not designed to handle the intricacies of Mutual Fund analysis as mutual funds cannot be analyzed in the same manner as single stocks. I’ve sent your request to our upper management for consideration (as obtaining access to mutual fund data that can be integrated into the tools is very costly). Thanks for the feedback!

  6. Export data from SSG/portfolio into excel

    Allow ability to export SSG data from either one SSG or all SSGs from a portfolio into excel format.

    12 votes
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    1 comment  ·  SSGPlus  ·  Admin →

  7. Add the ability to enter old data to recreate an older SSG study

    0 votes
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    0 comments  ·  SSGPlus  ·  Admin →

  8. Member Sentiment

    Sentiment includes multiple files from same member doing "what if" stuff, not reflecting actual opinion on judgments. Also need to add judgments on PTPM, taxes and # shares. Suggest adding button for analyst to "post" her/his "best and final" SSG for inclusion into the Member Sentiment. Default being not included.

    8 votes
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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
    declined  ·  AdminBetterInvesting (BetterInvesting, BetterInvesting) responded

    At this time we are inclined to have the feature reflect as much data as possible. We feel if the studies were not included by default then there would be too much friction to get the user to include it in member sentiment. In March 2023 we added capability to automatically remove outliers which we feel will help the user interpret the data.

  9. 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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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →

  10. 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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    declined  ·  0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →

  11. Ability to share a study on Facebook

    Give the user a link to allow them to share a read-only version of their study on Facebook.

    1 vote
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    declined  ·  0 comments  ·  SSGPlus  ·  Admin →
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