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
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91 results found
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Error in Adding long named file to Portfolio
If a study is saved with a long file name adding it to a Portfolio is a problem. Cant easily get to the check box.
To solve this the dialog box must be horizontally scrollable or the file name needs to be truncated or the dialog box needs to be resizable.
Simplest to to truncate long file names in this dialog box1 vote -
Add the capability to import SSG studies that have been sent by another club member.
The SSGPlus does not have the capability to import SSG studies that have been sent by another club member. You can export your files so others can view your stock studies, but the SSGPlus does not have the ability to import studies from others. The import capability should gohand-in-hand with the export capability.
77 votesThe ability to import ITK files from a Toolkit user was implemented with our last major update that was released in September 2015. This feature is available from the ‘My Studies’ section of the app.
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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 -
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 -
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 votesCurrently, 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.
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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 -
TREND Report
Want to access and print the same Portfolio Trend Report available in Toolkit 6 in my SSG Plus program.
13 votes -
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 -
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 -
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 -
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 -
3 votes
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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 -
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 -
Freeze header row of Diversification report
freeze the header row of portfolio diversification report to allow for better online viewing of long reports
3 votes -
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 -
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 votesWe implemented consistency but chose to keep price updates as the first option.
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Allow selection of multiple portfolios for viewing asset allocation
Allow selection of multiple portfolios for viewing diversification
6 votes -
Judgement report
Add a judgement report that shows the stocks in a portfolio with each of there 5 judgements.
2 votes -
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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