what’s new in online tools - betterinvesting.org · 12/6/2018 · betterinvesting online tools 4...

What’s New In Online ToolsSuzi Artzberger, BetterInvesting’s Director of Information Technology

BetterInvesting Online Tools 1

What’s New in Online Tools

Suzi ArtzbergerInformation Technology Director, BetterInvesting

December 6, 2018



Disclaimer• The information in this presentation is for educational purposes only and is not

intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvestingTM

National Association of Investors Corporation (“BI”). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvesting. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

• Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any BetterInvesting programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the CEO of BetterInvesting or the Director of Chapter Relations.

• This presentation may contain images of websites and products or services not endorsed by BetterInvesting. The presenter is not endorsing or promoting the use of these websites, products or services.

This session is being recorded for future use.

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Today’s Session:• Tools Updates Email Notifications• New Features in CoreSSG, SSGPlus

• Stock Comparison Guide – Sharing SCGs• CoreSSG/SSGPlus

• Cash in Portfolio• Community Notes• Data Adjustments & Locking Data

• SSGPlus only – Ratios Tab• Frequently Asked Questions (if time allows)




Key FeaturesSupported OS’s Win, Mac, iOS, Android Win, Mac, iOS, Android

Supported Devices Computer, mobile devices Computer, mobile devices

Application delivery Cloud (online) Cloud (online)

Workflow Step-by-Step 2 Page SSG

Graphs 11 data items 19 data items

Peer Comparison Yes Yes

Bank Analysis Features No Yes

Integrated Stock Data Yes Yes

Ticker Heat Map No Yes

Portfolios Yes – 1 report Yes – 4 reports

Quarterly Data (PERT-A) No Yes – data & graph

Pre-Defined Screens 2 5

Total Screening Criteria 5 12

Stock Comparison Guide Yes – with graphs Yes – with graphs

Pricing$100/year (includes BI membership, data & benefits)

$118/year (includes BI membership, data & benefits)

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WWW.BETTERINVESTING.ORG 5

•Same SSG Methodology

•SAME RESULTS

Remember…



Quick Start Guides

Member Benefit!

Reference Materials

Online Tools Tutorial Recordings

FAQs and Feedback Forum

Help and Information6



User Feature RequestsWWW.BETTERINVESTING.ORG 7

https://FEEDBACK.betterinvesting.org

Link in Help and Info Tab



FAQ Site for Common QuestionsWWW.BETTERINVESTING.ORG 8

https://FAQ.betterinvesting.org

Link in Help and Info Tab




Exciting Updates are Continuously Released



UPDATE NOTIFICATIONS




Online Tools Specific Email List• Updates and news regarding the BI online tools• Occasional email – approximately 1x per month• Sign up using the email preferences in ‘Update Profile’




Online Tools Specific Email List• CHECK Online Tools News & Updates




December Email13WWW.BETTERINVESTING.ORG



CORESSGSSGPLUSStock Comparison Guide (SCG)Updates




Share Comparison (SCG) OnlineWWW.BETTERINVESTING.ORG 15




Recipient receives an emailand clicks the link to copy the SCG and related studies to their

account




New saved SCGNew supporting SSG studies




New supporting SSG studies



CORESSGSSGPLUSPortfolio ManagementUpdates




Adding $CASH to the Portfolio• Add cash value line item so the Portfolio Summary Report reflects cash in the portfolio.

• Also shows in the Diversification Report.




Adding $CASH to the PortfolioWWW.BETTERINVESTING.ORG 21

1. Enter $CASH

2. Click $CASH

3. Enter $ Value

4. Click Check



Adding $CASH to the PortfolioWWW.BETTERINVESTING.ORG 22

$CASH shown as line in portfolio

list

After $CASH is added, use the $CASH Edit button to

update the amount.



$CASH in Summary ReportWWW.BETTERINVESTING.ORG 23

$CASH shown as line in portfolio

list



$CASH in Summary ReportWWW.BETTERINVESTING.ORG 24

$CASH adjusts Portfolio weighted averages



$CASH in Diversification ReportWWW.BETTERINVESTING.ORG 25

$CASH shown as a Sector



CORESSGSSGPLUSSSG StudyUpdates




Community Notes• Notes on a particular company submitted by other investors in the community

• Staff notes regarding data adjustments, fiscal year changes, major announcements

• Ability to print notes with your study• Ability to flag a note for review




Community NotesWWW.BETTERINVESTING.ORG 28

New ‘Notes’ tab




Select to share as a Community

Note



All notes shown in the notes list.


Select category of notes to view



Select which group of notes to

print

Print Community NotesWWW.BETTERINVESTING.ORG 31



Print Community NotesWWW.BETTERINVESTING.ORG 32



CORESSGSSGPLUSData Management Updates




Data Adjustment Process Outline1. Research and understand the unusual

expense/gain2. Decide if data should be adjusted3. Identify and specify all data to adjust4. Adjust the necessary data in the SSG5. Log the data changes in the “Notes” feature of

the SSG

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4) Edit the SSG Data35



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4) Edit the SSG Data

Click on the cell you wish to edit and type in new number.



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4) Edit the SSG Data (Quarterly)

Click to save changes



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4) Edit the SSG Data (Quarterly)

Handy feature: Lock user‐modified data

If Lock (Lk) checkbox is checked, then data in the row is not updated when data is refreshed.



4) Edit the SSG Data (Annual)

Click on the cell you wish to editand type in new number.

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4) Edit the SSG Data (Annual)

Click to save changes

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Refresh/Update Data Respects Lock Flag




More Online Resources• www.BetterInvesting.org/StockUp (archive)

• Oct 2018: The Effects of Tax Reform on Your SSGs• Oct 2017: When Does GAAP EPS Need Adjusting• May 2015: Bridging the GAAP – How to Evaluate Data

Differences

• www.BetterInvesting.org/TickerTalk• April 2018: How to Edit Data in the Online Tools

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SSGPLUS ONLYSSG StudyUpdates




Ratios - PEG and RVWWW.BETTERINVESTING.ORG 45

New ‘Ratios’ tab



Ratios – Relative Value and PEGWWW.BETTERINVESTING.ORG 46

Valuation Ratios



AUDIENCE Q&A




Frequently Asked Questions• Why is current data not in the tools?• How do I create a copy of the study?• Why isn’t my ticker a valid ticker?• Why don’t the earnings match Value Line or the press release? Why is data different?

• What does ‘invalid’ mean in the study?• How do I access the tools?• How do I set up a portfolio?• How do I add shares to a portfolio?




Frequently Asked Questions• How do I set up a watch list?• How do I set up my personal portfolio?• What does TTM mean? (or where can I find definitions for investing terms used on the SSG?)

• How do I share my SSG with a member in my club?• Where is the ticker heat map? What is it?• How do I update data (price or financial or both) in the CoreSSG or SSGPlus?

• How do I find other peers/competitors for my company under study?

• How do I get a PDF of my SSG? How do I get a printout?




Questions or Comments?

BetterInvesting Member Services• 877-275-6242• Email: [email protected]


what’s new in online tools - betterinvesting.org · 12/6/2018 · betterinvesting online tools 4...

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