Suggestion: To make the portfolio feature more functional, add support for stocks outside of the Old School Value database. This does not need to include the features (valuation, competitors, financials). Without the ability to add stocks not in the database, I am unable to fully track a portfolio.
Stock example: SMID
My prior comment in August:
Currently there is no way to change the order in which
the "Your Screen" column headings are displayed. Users should at least
be able to "Edit" the column display order when in "Your Screen" to
conform to our personal preference as to the most logical display
order. On the "Your Screen" page, the "Edit" button in the header on
the right side should be used for this purpose, not
to arbitrarily switch the user to the "Basic" display. If users wants
to switch to the "Basic" display, we can simply click on the "Basic"
header to do so.
And your reply on Sept 1st:
"now that the latest release is out, will be making the "Your Screen" columns sortable."
Please prioritize this feature. Thank you.
2nd request. Previously submitted in August when you said it "would be done shortly".
'How to Use...' description says using Green for increase, Red for decrease, and Black for unchanged -- which would be a more useful visual representation than the Blue and Green now being displayed.
I have been doing a course on Valuation by McKinsey (Great book). The core concept is that Value is created by the spread between ROIC and WACC. If a company's ROIC is higher than its WACC then the company creates value. If its WACC is higher than its ROIC it is destroying value.
Growth, is an accelerate. If the spread is positive. Growth creates value very quickly. If the spread is negative, value is destroyed much more quickly.
It would be useful to have a WACC for the stocks.
This will probably be a challenge. Would it be possible to create a composite "index" or "average" of different stocks.
Say, for example I am analysis several mining stocks like BHP, RIO, VALE, TECK FCX.
Sometimes its easier to see what's going on by comparing a stock chart to a customized index (market weighted) or average (stock price average) to see if the stock is being influenced by systematic forces (pertaining to companies in the entire industry) or idiosyncratic forces (which are peculiar to the company itself)
Such a tool would be very useful. Of course, it might be difficult to engineer.
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).
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