+2
Tobias 12 months ago • updated 11 months ago 4

The multi year performance is great (remember reading about this in F-Wall Street), however it would be nice to be able to switch to or see the actual numbers for the last 10 years as a graph.


Value: It would make it possible to form an opinion on how stable the company is at at glance and if the numbers correlate the way one would expect them to.


Possible use:

Phil Town talks about how he use certain growth values to indicate a company's moat. From his Rule one website:

"Moat

Companies that have had a sustainable moat usually demonstrate consistent increase in the growth of Earnings per Share (EPS), Sales per Share, Book Value per Share (BVPS), and Operating Cash Flow per Share (OCPS). Review these numbers and charts to determine if

this company has had a sustainable advantage over its competition in the near past."


On his checklist he checks that all these growth rates have been above 10%, and he talks about how he use this to trigger questions if these graphs aren't parallel.


With the multi year performance it's easy to see the number by it self, but it's not seen at a glance how one number develop compared to another number.


I gave this as an example. I am sure others have other numbers from the performance table they would like to look at as well. (I know I do).


The graph would be laid out as years on the y-axis and % on the x-axis and the graphs would have different colors (I guess) for the different performances.


Like this: This is 3M. If the lines started to cross each other, I'd want to know why.


+2
Phil Gerity 1 year ago • updated by Jae Jun 1 year ago 1
+2
Jae Jun 1 year ago 0

Want to see the name or the symbol of the stock without having to scroll back to the top.

+1
Thanks
hedgemanager 4 weeks ago • updated by Jae Jun 3 weeks ago 1
+1
Started
Vince 2 months ago • updated by Jae Jun 1 month ago 3

Can we have a portfolio tracker that calculates Time-weighted and Dollar-weighted Returns using Industry Standard Calculation Methodologies with those specified in the Global Investment Performance Standard, or "GIPS" standard.

+1
Thanks
Jeff Partlow 3 months ago • updated by Jae Jun 3 months ago 1

This feature is a huge advancement for users in two ways:

1. We can now easily enter in the Search Input Box our own custom list of those company tickers we want to compare; and

2. We can now sort the companies shown in any Stock Database and any Screener used for any column heading from high-to-low or from low-to-high.

+1
Planned
jmgoldberg85 3 months ago • updated by anonymous 2 months ago 1

Can we add the extended dupont analysis to breakdown the components of ROE?

+1
Under review
Jeff Partlow 4 months ago • updated by Jae Jun 4 months ago 2

Reference default settings in Compare Competitors/Basic category.

Red below shows actual display (very confusing to us users).

Green shows user-friendly format for 'short interest' data.



I believe short interest shares by company are reported twice a month. Are you using the most recent data?

Also please re-check method of calculation. The two Sanderson numbers in particular seem incorrect in relation to each other.

+1
Completed
Jeff Partlow 4 months ago • updated by Jae Jun 3 months ago 5

When in Step 1 functions (Stock Database and Screener) , allow multiple tickers (separated by commas) to be input manually with results for all tickers entered displayed in the same order they were entered and also in the existing Step 1 (Stock Database and Screener) formats (with their existing column headings) -- i.e. do not automatically switch to the Summary function.


Currently for all functions in Steps 2 through 4 in left sidebar, a ticker entry pulls up the data for the same function we are currently in. The same should be true for both Step 1 functions.

+1
Under review
Ray Lian 4 months ago • updated by Jae Jun 4 months ago 3

It would be great to get a notification when new data becomes available for a company that I care about. Currently I have to check each individual company periodically, a very tedious process.