April 2024 Updates

BetterInvesting is pleased to announce an update to the Online Stock Tools Suite on the My Studies page.

This feature update includes:

Two New Columns in the Study List: These new columns, Price Date and Judgment Date, provide users with a quick and easy way to see how current a study is when viewed in the study list. With the Price Date column, you can view the date of the most recent price data used in the study, while the Judgment Date column shows the date any judgment entry in the Stock Selection Guide (SSG) study was last updated by the user. See the screenshot below.
Export Screening Results to a CSV File: If you use the Screening tool in CoreSSG or SSGPlus, you can now easily export your screening results as a CSV file for offline analysis. All you need to do is click the " Export as CSV" button in the gray screening results header. The app will create the CSV file and download it to your computer. Once downloaded, you can open the file with any compatible app, such as Excel, Sheets or Numbers. See the screenshot below.
Export My Studies list to a CSV File: Easily export your list of studies in a portfolio as a CSV file for offline analysis. All you need to do is click the " Export as CSV" button in the gray lists header. The app will create the CSV file and download it to your computer. Once downloaded, you can open the file with any compatible app, such as Excel, Sheets or Numbers. See the screenshot below.
Export the Portfolio Summary Report to a CSV File: Easily export the contents of the Portfolio Summary Report as a CSV file for offline analysis. All you need to do is click the " Export as CSV" button in the blue report header. The app will create the CSV file and download it to your computer. Once downloaded, you can open the file with any compatible app, such as Excel, Sheets or Numbers. See the screenshot below.
New Historical Data Audit Items: These enhancements are especially relevant for those studying a bank in SSGPlus, as there are two new audit items available: % return on assets and a comparison of total asset growth rate to the revenue growth rate. Additionally, for all companies in CoreSSG and SSGPlus, a percent return on equity check and a low price audit item have been incorporated into the Audit feature. These audit items should serve as a prompt to conduct further research. See the screenshot below.

My Studies Columns

Screening Results Export as CSV

My Studies Export as CSV

Portfolio Summary Report Export as CSV

New Historical Data Audit Items