Stock Selection Guide Tools
Welcome to the BetterInvesting Stock Selection Guide Tools Feedback Forum
Submit and Vote on Ideas for SSGPlus, CoreSSG and Stock Comparison Guide Apps
259 results found
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Change Peer Averages to Average Only Chosen Peers
Currently the peer averages are calculated from all companies in the same industry of a similar size. This change would average data from just the 3 chosen peers.
3 votes -
Allow printing of the Search Results
There should be a way to print the search results to make it easier to research all the companies. It is frustrating to have to enter the criteria multiple times, or print the companies 10 companies at a time.
7 votes -
ID all non-trading tickers in the study list
This can help users clean up their study lists.
0 votes -
Add a 'Select All' button to select all studies on a page
This can be used to better select studies for deletion
0 votes -
In the past, perhaps with Toolkit version, I believe, for a stock you already own, e.g. Stock A: a) you could enter, for Stock A, the purch
Decades ago, I believe in Toolkit, you could use current holding, Stock A, enter purchase price, date, current price and date (allowing capital gain calculation if sold), plus your current total tax bracket. THEN Challenge Stock A, taking after tax proceeds and compare to new Stock B... to see projected return 3-5 years later.
This was EXCELLENT so you can see if just holding Stock A, including unrealized gains, is actually superior to selling A and buying Stock B with after tax amount left.7 votes -
Make columns selectable in portfolio summary report
allow user to add/hide columns in the portfolio summary report and have them saved by user or (ideally) by portfolio
1 vote -
Show suggestions for peers
When picking a peer, show suggestions from a list of companies in the same industry and of the same 'size'.
0 votes -
Share Pert Report files
It would be great to be able to share Pert Report files with Club members electronically, similar to sharing itk files.
5 votes -
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 SSGs,…
18 votes -
Enable adding comment while inside an ssg
Instead of closing an ssg to make a comment, allow that while in an ssg
5 votes -
Allow PERT Total Return Option
Give the user the option to select either High P/E or Average P/E option for viewing or printing a PERT report.
32 votes -
Ask to auto complete an SSG like Toolkit
This would also help when quickly building a portfolio and to know if a company is viable.
1 vote -
Add a quick link to go from the SSG page to the BI Home Page
Like the Tools link from BI Home to the SSG site, it would be most helpful to add a link from the SSG site to the Home page.
10 votes -
Add an "Are You Sure" to the Update All Button
That button is DANGEROUS! I accidentally pressed it and ALL my studies were updated!!! Not only did this take a LONG time but all my history of SSGs was gone! Why not add an ARE YOU SURE confirmation?
3 votes -
Pre-Defined Screens - export to Excel Spreadsheet
Allow one to export the results in an Excel Spreadsheet from the Pre-Defined Screens.
12 votes -
Notes Default Settings
With the new notes feature the Staff and Community notes defaults to being on. I recommend that the default be changed to "off" or allow user to set global defaults to their preference. The community notes are often inane and useless.
3 votes -
Add the BI top 100 as one more of the filters in the screening tool
Allow a member to select from the top 100, say 'those above xxx' or 'Morningstar B' etc.
3 votes -
Instead of using the estimated future high PE, using the estimated future average PE would provide a more realistic expected total return
Our club uses the expected average PE and resulting return in deciding on whether to buy . It would be helpful to continue noting that in a form comparing all stock owned.
1 vote -
Add Feature to Portfolio Reports Screen: show the "Buy price to satisfy US/DS of 3 to 1 and 15% total return" shown in each SSG Plus study
Could you add another column to the portfolio Reports screen that shows the following SSG Results Summary item called: "Buy price to satisfy US/DS of 3 to 1 and 15% total return:" This is generated on each SSG Result Summary table in part 5 of each SSG. You currently only show the "Buy Below" and "Sell Above" price in the Reports screen but it would be nice to know the 15% price of all the stocks shown in the portfolio reports screen. I would basically be using it as my pounce list or know when a current holding is at…
8 votes -
Change color of numerical data in Q & A data when changed by user.
We have the option of changing the quarterly and annual data when unusual circumstances exist. The checkmark in the last column notes that some data has been changed but does not note which data has been changed.
If the color of the data was changed to reflect that the data had been changed this would be quick and easy.
2 votes
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