Track OSV Action Score Portfolio

Jeff Partlow 2 years ago • updated by Jeff Partlow 3 months ago 4

Suggestion: Starting at beginning of 2018 in the 'Portfolio' tab, show a listing of the 20 stock 2018 OSV Action Score Portfolio and continuously track its performance against a stock market benchmark (such as the Russell 3000 stocks). 


In Compare Competitors, you should have a pull-down list to pick stocks from the same industry as well as being able to input stock symbols manually.

Curt Lindenbaum 3 years ago • updated by OSV Support 2 years ago 3

If you can select stocks for comparison from a list of the industry, so know you will be comparing stocks in similar industries and also provides an easy reference list for comparison so users do not have to find the comparison companies using other means or in another program.


10 year Multi year Performance at a glance as a graph

Tobias 3 years ago • updated by OSV Support 1 year ago 5

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:


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.


Add portfolio/watchlist tracking to app.

gmjerome69 3 years ago • updated by OSV Support 1 year ago 2

Default For DCF Calculation

John 3 years ago • updated by OSV Support 3 months ago 3

Jae, I'd like the ability to use free cash flow as my default calculation, not net income, during my initial review of a company's DCF valuation.


show the numbers used in the growth calculations

OSV Support 3 years ago • updated 3 months ago 1

display growth numbers used for the DCF and Graham calculation in each respective section.


Canadian and international stock screening?

Harry Hong 3 years ago • updated by OSV Support 1 year ago 2

allow user to customize the dashboard

Phil Gerity 3 years ago • updated by OSV Support 3 years ago 1

keep tabs or company name at the top of the page while scrolling down

OSV Support 3 years ago • updated 3 months ago 1

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

Under review

Suggestions For the OSV Action Score Portfolio

Brian Yu 1 month ago • updated by OSV Support 4 weeks ago 3

I have noticed that a lot of cyclicals and garbage stocks made it on the A rank screener due to one time massive earnings. It's also very hard to figure out which is cyclical and which isn't. Apple is technically a cyclical, but I don't think they will suffer much of a downturn. (They are a one of a kind.) 

I suggest you build special evaluation screeners for different industries. Like for example, for a financial screener, you could make banks and insurance A ranks based on a high ROE and low P/B where as a cyclical can be more favorable when the P/S or EV/S is well below one. And pharmaceuticals could be A ranked based on good growth, Price to Research ratio, etc.  Just a random food for thought in how you can construct a "more accurate" winning stock picker.

EDIT: Also if you would like, I would be very happy to provide more specific ideas and details to help you guys construct specialized screeners.