+1

allowing for one click add to portfolio from screener while in stock summary page

Gian 3 years ago 0

It is currently complicated to add stocks to portfolios while analysing stocks - should just have a one button add to portfolio..

+1

Continuously update the performance of the A - B - C - D - F rated stocks. Or at least provide a performance update newer than 2016.

Nathan Wallace 4 years ago 0

I would be happy to do the analysis. It would be nice to have ongoing data about the efficacy of the ratings. Schwab (at least to institutional clients) provides live updates of how their ratings are performing, which right now is not great.

+1
Under review

allowing user to select the valuation model to default on the summary sheet

synchro360 4 years ago updated by OSV Support 4 years ago 1

allowing user to select the valuation model to default on the summary sheet

+1
Under review

Export specific CSV from the stock db like exact values from the past

OSV Support 5 years ago updated 5 years ago 1

From Lorenzo:

When I want to export e CSV from the Stock Database, I was wondering if it's possible to have an "as of" choice... For example to export the values for a precise date in the past.

+1
Under review

Suggestions For the OSV Action Score Portfolio

Brian Yu 5 years ago updated by Jeff Partlow 4 years ago 4

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. 

+1
Under review

Is there a way to save assumptions?

OSV Support 5 years ago updated by Bruce 5 years ago 2

For example, if I got to SLB's valuation and change what i think the EBIT margin and multiple is, can I save that so that every time I go back to SLB, I don't have to re-enter all of the data? - From Sean Shannon

+1
Started

Add EV/Revenue and EV/Research

Brian Yu 5 years ago updated by OSV Support 5 years ago 4
Basically they are P/S and P/R except using the EV. Same concept with the EV/EBIT and Cash PE. 
+1
Declined

Include Uniform Cash Flow Analysis

Vince 5 years ago updated by OSV Support 5 years ago 1