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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 Stock Wish List - A list of Stocks to look further into

    It would be great to:
    0) Create a further review stock list
    1) That list could be a portfolio but stocks in a portfolios require that an SSG has been done. Perhaps The Wish List is better in another new list.
    2) Have a check box in the search tool to add a stock to the further review list.
    3) Enter a table of stocks (from a comma separated text list) that have been found outside of the SSG into the further review list
    4) Add a quick preview Data for like one in the stock screen search list.

    …

    4 votes
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    0 comments  ·  File Manager  ·  Admin →
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  2. PEERs

    Ability to compare more than 3 peers and/or to export peer data to excel so that the data can be manipulated to allow a more detailed comparison outside of SSG.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  3. Freeze header row of Diversification report

    freeze the header row of portfolio diversification report to allow for better online viewing of long reports

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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  4. Add the ability to import .ssg files to SSG Plus and Core

    SSG Plus and SSG Core now allow for importing .itk files. It would also be nice to be able to import .ssg files. Toolkit is able to export in both the .itk and .ssg formats. Our club uses the .ssg format because one member has Stock Analyst, which is unable to import .itk files.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →

  5. save the state of the sorting in the portfolio list in the manage app

    save in member profile data

    0 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  6. Allow more than 5 companies to be compared with the Stock Comparison Guide

    I find limiting the number of stocks to just 5 to be too small. I would like to compare up to about 15 stocks, say our complete stock portfolio.

    0 votes
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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Admin →
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  7. in the stock search tool

    I think you should be able to filter sales growth earnings growth current P/E p/e to historical p/E based on greater than or less than what ever variable you are looking for. For example if I was searching for a stock to add to my portfolio in the consumer information sector I get 288 stocks then if I narrow that down to say the advertising industry I may want to look at companies that have sales growth greater than say 12%. Presently you can't do that in the results area

    1 vote
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    0 comments  ·  Search / Stock Ideas  ·  Admin →
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  8. Refresh Buttons: Difference between "Refreshing All Studies/Portfolios" and "Refreshing Individual Studies"

    When the user Refreshes "All Studies" or "Portfolios", locked data is not touched.

    However, when the user Refreshes "Individual Studies" there are two "Overwrite" options and one "Create A Copy" button.

    Is it correct to assume that "Overwrite" means Overwrite....including eliminating/overwriting the Locked data?

    And, when choosing the "Create a Copy", doesn't that also overwrite locked data, update the data.... and create a copy?

    Also: Date Modified column: Gives the date that the user Refreshed either the price or price and data. How can the user tell which companies fundamental data were refreshed? Not all companies release quarterly…

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  9. Add the capability to be alerted/emailed when new data for saved SSG's is available

    Allow portfolios or studies to be flagged to receive alerts when new fundamental data is available after a reporting period.

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    0 comments  ·  SSGPlus  ·  Admin →
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