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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 report of portfolio performance vs. benchmarks, like the Club Performance Report in MyiClub

    I would like a report in the SSG Plus portfolio tool similar to the MyiClub Club Performance Report. The report would show the compound annual percentage gain over a range of time frames, and allow you to benchmark vs. several selectable benchmarks.

    2 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  2. Show portfolio(s) for individual stocks

    Add the ability to select a stock and then show the portfolios that stock belongs to and the number of shares.

    3 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  3. 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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    completed  ·  1 comment  ·  Portfolio or Club Tools  ·  Admin →

  4. When adding a stock to a portfolio allow a "Lot" structure so a cost/share can be added allowing for gain/loss reporting throughout

    Rather than having to maintain protfolios in mutliple tools, it would be nice if we could have costs per share captured via a "Lot" structure so multiple buys would be accurate and an Avg Cost per share shown.

    With this data now captured you would be able to show the pertormance of a portfolio via gain/lose which is something needed when looking to defend a stock or sell and add something else taking the Capital gains hit into consideration.

    Currently we can get this in Club accounting or you use yahoo finance portfolio. It would be nice to…

    3 votes
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    0 comments  ·  SSGPlus  ·  Admin →
    declined  ·  AdminBetterInvesting (BetterInvesting, BetterInvesting) responded

    Currently, the Online Tools are not architected for transactional accounting, which includes buy/sell dates and lot tracking. We may consider adding this to our long-term tools roadmap, but this would be a 100% overhaul of the Online Tools portfolio structure.

  5. Show “Study Count” for “All Studies” and “Studies Not In A Portfolio”

    Add the ability for “All Studies” and “Studies Not In A Portfolio” to also have a “Study Count” like the individual portfolios.

    0 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  6. Ability to create a new porfolio based upon results of stock search

    I used the search tool to look for Communication Services companies - it would be nice to be able to create a new portfolio of the companies I found by importing into a new portfolio and then work on refining the SSGs once I get them into the new portfolio

    6 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  7. TREND Report

    Want to access and print the same Portfolio Trend Report available in Toolkit 6 in my SSG Plus program.

    10 votes
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    4 comments  ·  SSGPlus  ·  Admin →
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  8. 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.

    32 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  9. Post earnings release dates and link to the release.

    Post an alert to the SSG of an earnings release to active positions in an SSG portfolio. It is similar in concept to MyIClub's posting of dividend info and dates on its calendar.

    14 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  10. 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  ·  Admin →
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  11. Have only one ticker input field for all studies, like in Toolkit.

    It would be simpler to have only one field for ticker input, that would either pull up all studies in database with that ticker, or allow data input for a new study, as is done in Toolkit. If we are in a portfolio and want to look at a stock that is in the database but not in this portfolio, it is now necessary to go back to "all portfolios" to find the study. The current design is very unwieldy, and an unnecessary inconvenience.

    5 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  12. Add ability to create personal data backup for portfolios

    I would like to have a personal data backup for my portfolios so that if a portfolio gets corrupted I can restore the file.

    1 vote
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  13. 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.

    6 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  14. Consistency in Data Updates

    The update for data and prices should be in the same order on the "Refresh Portfolio" dialog box on the Portfolio page and the "Refresh Data From Data Service" dialog box on the SSG. Please see attached .pdf.

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

  15. Judgement report

    Add a judgement report that shows the stocks in a portfolio with each of there 5 judgements.

    2 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  16. Allow selection of multiple portfolios for viewing asset allocation

    Allow selection of multiple portfolios for viewing diversification

    6 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  17. add the ability to customize the summary report - re-order or delete columns

    Would like the ability to remove columns like shares, total value, or % of portfolio if not used or at least re-order them to the far columns so that the summary report better mimics what it looked like in Toolkit 6 where they weren't even present.

    4 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  18. A new column that shows Annual Return for every SSG under the Studies tab in the Portfolios and Studies section

    This feature would add a new Column called Total Return and display the Compound Annual Return using high P/E from the SSG.

    This way when there are hundred SSGs or more, they can be sorted by the Total return to see what your top candidates are.

    15 votes
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    0 comments  ·  File Manager  ·  Admin →
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  19. 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
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  20. Freeze the top header on the portfolio summary report

    0 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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