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111 results found

  1. Default Setting for Detailed Estimates

    Add a selectable default setting for Detailed Estimates. I find Detailed Estimates very helpful. For every new SSG, I have to manually select Detailed Estimates. It would be great if it would be automatic.

    3 votes
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  2. Add Sales Growth Trend to box when entering Sales Growth Forecast

    I often look at the trend percentages when determining my sales growth forecast. Going to Preferred Procedure is awkward. Please move or duplicate the data when at screen to enter the sales growth forecast.

    1 vote
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  3. We need to be able print on an SSG the Relative Values and the PEG as before. This is essential when you are share an SSG with your club.

    We need to be able print on an SSG the Relative Values and the PEG as before. This is essential when you are share an SSG with your club.

    1 vote
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  4. upgrade SSG+ for industry/sector comparisons

    If possible, I would like to see on the analyze growth and quality tab where you could compare overall sales/eps growth of their perspective industry and sector for comparisons. Also, a industry/sector tab that shows how industries and sectors are trending.

    1 vote
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  5. Report Options/Summary enhancements

    price located next to Buy Below and Sell Above columns.
    Price colored green when it is smaller than or equal to Buy Below price
    Price colored red when it is greater than or equal to Sell Above price.

    3 votes
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  6. Pre-defined screens should allow additional screeing

    Allow pre-defined screens to use additional search criteria, in addition to the values for predefined screens. For example, my club (like many) has too many large and not enough small companies. I love A-List Stocks pre-defined screen, but would like to limit the results to just small companies.

    3 votes
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  7. Member Sentiment: Add a PROJECTION STARTING POINT Column

    This is especially important when projecting judgments when the most recent EPSs have dropped considerably. If using the quarterly projection the judgment EPS will be high. If using the trend, the judgment is usually more reasonable.

    6 votes
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  8. I was wanting to analyze the 10 Year high and low PE to get and average 5 year PE. I know that tool kit did this. Can this be added to the

    I was wanting to analyze the 10 Year high and low PE to get and average 5 year PE. I know that tool kit did this. Can this be added to the SSG PLUS and Core. I have to calculate this manually now.

    1 vote
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  9. To be able to import a Pert study from your club into SSG Plus from a Word document

    SSG Plus will not let me import a club Pert study into my personal Pert portfolio. I have a word document translation that will not translate to a ITK,ITB,MDB format. Its disappointing it would save me a lot of time verse manually creating a different Pert study within my portfolio.

    1 vote
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  10. add the ability to customize the summary report - re-order or delete columns

    Would like the ability to remove columns like shares, total value, or % of portfolio if not used or at least re-order them to the far columns so that the summary report better mimics what it looked like in Toolkit 6 where they weren't even present.

    4 votes
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  11. TREND Report

    Want to access and print the same Portfolio Trend Report available in Toolkit 6 in my SSG Plus program.

    10 votes
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  12. Portfolio Management Guide (PMG)

    Please provide PMG that helps to adjust High and Low PE
    And also PERT

    Initially, I was unhappy to lose Toolkit 6, but now happy with SSG Plus.

    I appreciate if you can add growth line and 10 year data for dividend growth just like Revenue and EPS growth. Dividend growth helps to determine Shareholder oriented management.

    1 vote
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  13. SSG Printouts Should Mirror the Data Series and Time Periods the User Selected in SSG Plus

    The first page of a printed SSG always shows Sales, Pre-Tax Profit, EPS, Hi/Low Prices, Sales Detailed Estimates and EPS Detailed Estimates regardless of what data the user selects to view in the Legend box of SSGPlus.

    Likewise, the Quarterly Growth Trend Data (when selected for printing) always shows Sales and EPS for TTM and Last 5 Years of Data regardless of what data series or time period the user selected in SSGPlus.

    For example: On SSG Page 1, a user may want to add the Dividends, Total Debt and Shares Outstanding in addition to the usual. Or, the user…

    1 vote
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  14. Share Pert Report files

    It would be great to be able to share Pert Report files with Club members electronically, similar to sharing itk files.

    5 votes
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  15. Allow PERT Total Return Option

    Give the user the option to select either High P/E or Average P/E option for viewing or printing a PERT report.

    32 votes
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  16. Notes Default Settings

    With the new notes feature the Staff and Community notes defaults to being on. I recommend that the default be changed to "off" or allow user to set global defaults to their preference. The community notes are often inane and useless.

    3 votes
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  17. Instead of using the estimated future high PE, using the estimated future average PE would provide a more realistic expected total return

    Our club uses the expected average PE and resulting return in deciding on whether to buy . It would be helpful to continue noting that in a form comparing all stock owned.

    1 vote
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  18. Add Feature to Portfolio Reports Screen: show the "Buy price to satisfy US/DS of 3 to 1 and 15% total return" shown in each SSG Plus study

    Could you add another column to the portfolio Reports screen that shows the following SSG Results Summary item called: "Buy price to satisfy US/DS of 3 to 1 and 15% total return:" This is generated on each SSG Result Summary table in part 5 of each SSG. You currently only show the "Buy Below" and "Sell Above" price in the Reports screen but it would be nice to know the 15% price of all the stocks shown in the portfolio reports screen. I would basically be using it as my pounce list or know when a current holding is at…

    8 votes
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  19. Change color of numerical data in Q & A data when changed by user.

    We have the option of changing the quarterly and annual data when unusual circumstances exist. The checkmark in the last column notes that some data has been changed but does not note which data has been changed.

    If the color of the data was changed to reflect that the data had been changed this would be quick and easy.

    2 votes
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  20. Add PEGy to the SSGPlus

    Add the value for PEGy as PEGy = PE ratio / (Projected Earnings Growth + Dividend Yield) to account for companies that pay dividends.

    1 vote
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