+1
Completed

Measure Personal Portfolio Performance

Vince 1 year ago • updated by Jae Jun 12 months ago 5

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

Terrific Update -- Enter Multiple Ticker Symbols in Search Input Box

Jeff Partlow 1 year ago • updated by Jae Jun 1 year 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
Completed

extended dupont analysis

jmgoldberg85 1 year ago • updated by Jae Jun 6 months ago 2

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

+1
Under review

Two Short Interest Data Points

Jeff Partlow 1 year ago • updated by Jae Jun 1 year 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

Enter Ticker Symbols in Search Input Box

Jeff Partlow 1 year ago • updated by Jae Jun 1 year 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
Completed

Provide notifications when new data becomes available for a company

Ray Lian 1 year ago • updated by Jae Jun 6 months ago 4

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.

+1
Not a bug

Reconcile EPS Data Inconsistencies

Jeff Partlow 1 year ago • updated by Jae Jun 1 year ago 6

Using Hawaiian Holdings (HA) as an example:

Current Year Mean EPS Estimate $4.77

Next Year Mean EPS Estimate $4.88

Last Year EPS $5.19

Next Year EPS Estimate $4.77

Earnings Per Share $4.52

Average Estimate EPS, Next Year $4.99

Total Basic EPS TTM $5.07

Earnings Per Share TTM $4.52 (in Compare Competitors under Selected Financials)

Is Next Year Est. $4.88, $4.77, or $4.99?


Also, it is difficult to easily determine whether the Current Year is 2017 or 2016. In Dive into Data section -- in Key Stats category it is 2017 but in Financials category it is 2016. A suggestion to help clarify Current Year would be to include it as a display data point option available in both the Screener and Compare Competitors sections.

+1
Completed

Looking good, need to play with it for a while!

Richard Gordon 2 years ago • updated by Jae Jun 6 months ago 3

The platform is looking really good! There is a lot of stuff there to assimilate so need to play with it for a while. But kudos on all the work you guys have done.

+1
Completed

Please add exclude function for screener

Ra'uf Glasgow 2 years ago • updated by Jae Jun 6 months ago 2

I often use "exclude" or "do not include" in other screeners to eliminate companies that are in a specific industry where the screener may not work (i.e. financials) or to reduce downside risk (i.e. M score five factor model failure). It would be super useful to exclude some elements as well as include them.


The screener is looking great. Thanks.

+1
Declined

Add other companies from other countries...

adelinme 2 years ago • updated 2 years ago 2

I've subscribe to see what's the data you have on some of the Canadian companies I want to invest to and realize...you have little if any at all...To me, this is the only thing missing that would make the platform exponentially valuable.