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← Feature Requests for the BetterInvesting Online Stock Tools Suite

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89 results found

  1. Export PERT or Portfolio data in CSV or Excel or Numbers format.

    Export PERT or Portfolio data in CSV or Excel or Numbers format.

    36 votes
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    4 comments  ·  Both CoreSSG and SSGPlus  ·  Admin →

  2. PERT problem

    Today Craig Jacobsen and I noticed the Online Portfolio Pert report gave three companies pink flags in sales when the forecast percents were lower than the actual last 1/4 sales. Namely LOW, CMI and FDS. A Toolkit PERT with the same front page forecast had no pink in the sales columns. Perhaps there is a problem with the Online PERT. Check it out if you have time. Thanks.

    3 votes
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    0 comments  ·  SSGPlus  ·  Admin →

  3. PERT mouse-over popups

    • On the PERT report use mouse-over popup help text to describe each column header and it's derivation eg when mousing over 'Proj RV' - popup 'Projected Relative Value = Proj PE / Avg PE (Projected)'

    • On PERT report, when hovering over a colored cell use popup help text to describe the condition that triggered the colorization event.

    4 votes
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    2 comments  ·  SSGPlus  ·  Admin →
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  4. 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
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    4 comments  ·  SSGPlus  ·  Admin →
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  5. 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
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    0 comments  ·  SSGPlus  ·  Admin →
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  6. To be able to import a Pert study from your club into SSG Plus from a Word document

    SSG Plus will not let me import a club Pert study into my personal Pert portfolio. I have a word document translation that will not translate to a ITK,ITB,MDB format. Its disappointing it would save me a lot of time verse manually creating a different Pert study within my portfolio.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  7. 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 →

  8. Add "Freeze Header Pane" on Pert Report in online tool

    Please freeze/lock the column titles on the Pert Report so that it makes it easy not to lose place when scrolling up/down and left-to-right through the companies. Company names are locked on left hand side of sheet; Please lock upper column titles. Thank you.

    55 votes
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    6 comments  ·  Portfolio or Club Tools  ·  Admin →
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  9. Clean up the PDF feature for PERT.

    PERT in PDF format has no colors, cannot be sorted, has no header on the second and following pages, column widths are too small to display data correctly, percent sign usage is inconsistent (% should be eliminated), company name does not need to appear twice, and a fixed two or three line box for each equity would improve readability

    18 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  10. Add a projected sales growth column to the SSGPlus PERT

    It would be helpful to have a new column for projected sales growth in the PERT. This would make it easier to compare the last reported quarter's "Sales % Change" column against each company's projected sales growth rate (as entered on the SSG). The PERT already has this capability for actual quarterly YOY and forecasted EPS growth rates.

    7 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  11. PERT table needs to be full width without scrolling

    PERT online view requires scrolling left/right to be able to compare ESTEPSGROWTH to TTMEPSGROWTH. Need to be able to view without scrolling.

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

    Hi,
    There are too many columns in the PERT report to format all the data on a typical browser without scrolling.
    We’d recommend using the browser zoom at 75% to see all of the data without scrolling horizontally.
    Regards,
    BetterInvesting

  12. Allow data from the PERT report to be a CSV file for user manipulation.

    Allow data from the PERT report to be 'exported' to a CSV file for user manipulation. Thanks for doing the Summary Report already

    6 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Admin →
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  13. PERT Report PDF

    If the report extends to more than one page, the headers should be repeated at the top of each page. Also, occasionally when I print a multi-page PERT Report, the last stock on the first page is split in half -- the top half is on one page, the bottom half of the row is on the top of the second page. The report needs to be generated in a way that will prevent this split.

    1 vote
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    completed  ·  0 comments  ·  SSGPlus  ·  Admin →

  14. Add the ability to produce a PERT portfolio report

    105 votes
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    3 comments  ·  SSGPlus  ·  Admin →

  15. Allow changing the data in the estimated EPS column on the PERT form.

    Allow changing the data to the analyst's or company's estimated EPS for the upcoming year on the PERT form, like in Toolkit 6. PERT looks great. Thanks for all the hard work.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  16. PERT Report Sorting defaults to alphabetical in PDF - an error issue?

    When creating a PDF document for the PERT, the created version defaults to alphebatical sorting rather than keeping the sort order chosen. The attached file was created with sorting on the UD ratio but that sort did not remain. I'm looking at this as an error reporting issue rather than a suggestion as I feel like it may be an oversight.

    3 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  17. Add a sorting indicator on the PDF copy of the PERT report

    The PDF copy of the PERT report does not indicate what column the report is sorted on, nor the sorting order. Could something be added to a header or footer that shows what column the report is sorted on, and in what order?

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  18. Ability to update all stocks in a portfolio

    Have an option to do company updates on all companies in a portfolio.

    36 votes
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    0 comments  ·  SSGPlus  ·  Admin →

  19. Add to portfolio tools the Portfolio Report Card similar to TK6's report

    To properly perform portfolio management analysis we need to get portfolio level statistics on TR, PAR, U/D and RV. With that data we can compare individual holds to see which ones are leading the portfolio and which ones are dragging it down. Without the capability the serious portfolio analyst must create a separate spreadsheet, add the company SSG data then aggregate for the portfolio at large.

    6 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Admin →
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  20. Have all club studies linked in one portfolio

    Allow club members to tag a study so it is part of one portfolio so club portfolio reports can be generated.

    11 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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