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Stock Selection Guide Tools

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250 results found

  1. Export Stock Screens to Excel after running them

    Ability to download or export Stock Screens to Excel for further study without creating a study for each one first

    10 votes
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  2. The two date columns in the list of stocks should be more informative

    By default, the original date of the study is added to the name of the stock, so there is no need to show it in a separate column. The much more relevant dates are the Most Recent Price and the Judgment Date, which would be the last date in which any of the judgment items are modified. It would also be helpful to see the Most Recent Quarter date. All three of these dates are available and select-able in the Library listing. Let the user select the one or two preferred dates to be displayed.

    10 votes
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  3. Add a quick link to go from the SSG page to the BI Home Page

    Like the Tools link from BI Home to the SSG site, it would be most helpful to add a link from the SSG site to the Home page.

    10 votes
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    under review  ·  0 comments  ·  Other  ·  Admin →
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  4. Add Defense and Offense Reports

    TK 6 had the Defense and Offense Reports. My new club is using SSG Plus, and I am greatly missing those D&O reports. Defense used to be particularly helpful in keeping us honest on our chartings, as it showed how earnings etc did vs. how we charted - could see trends for over optimisim by some of us etc.

    9 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  5. Add the ability to produce a Portfolio Trend report

    Add a Portfolio Trend Report as an option in SSGPlus portfolio reporting - similar to the report in Toolkit 6.

    9 votes
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  6. 9 votes
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    2 comments  ·  SSGPlus  ·  Admin →
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  7. Be able to set target buy price based on PAR in addition to TR

    Add to existing "SSG Results Summary", just above the "Closing Price" line, a section that computes "Buy price to satisfy US/DS of 3 to 1 and <variable target return that can be entered> on projected average return.

    9 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  8. Improve the speed of updating and retrieval

    The refresh speed is very slow. Need to improve speed for updating and retrieval

    9 votes
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    0 comments  ·  CoreSSG  ·  Admin →
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  9. 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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  10. 8 votes
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  11. Allow the user to select either % high total return or % average total return for reports

    In the report summary allow the user to select either the compound total return using the high PE OR the CTR using the average PE.

    8 votes
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  12. Post earnings release dates and link to the release.

    Post an alert to the SSG of an earnings release to active positions in an SSG portfolio. It is similar in concept to MyIClub's posting of dividend info and dates on its calendar.

    8 votes
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  13. Print Peer Data

    Could you add a print option for the peer graphs? I tried to print the screen but the output showed the graph printed over the SSG so it was unreadable. A printout of some of the peer graphs would be very useful at club meetings.

    7 votes
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  14. Ability to create a portfolio only from the ticker symbol and not have to create an SSG first, then ability to see mini SSG like in Screener

    I'd like to be able to import a list of tickers, or just add a list of tickers manually into a portfolio. Then, have ability to see the section 1 graph like in the screener. (When in SSG graph preview, would like to scroll through all the stocks. Not close the graph, move to next stock to look at graph.) This would be helpful when I a get a list of "best stock ideas" from other places. Or as a volunteer if I am doing a club portfolio review.

    7 votes
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    1 comment  ·  File Manager  ·  Admin →
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  15. Link Research Tab Items to videos describing/explaining their use

    The Research Tab on the SSG is a gold mine of information.
    Often, there are either Stock Up or Ticker Talk videos that explain how to use those Research Tabs.

    Unfortunately, many times I can't find/remember where the videos are that explain how to use some of the Research Tab features. It would be very helpful to have a hyperlink on the Research tab item that links it to the latest video that explains how to use it.

    Ann and Ken could also use the absence of a linkage to identify candidates for future Ticker Talk/Stock Up subjects.

    7 votes
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  16. Add company statistics to Visual Analysis

    Show company information, sector/industry, shares, debt, insider/institutional ownership on front page.

    7 votes
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  17. Include more data on Stock Comparison Guide Report

    Replace many of the P/E lines with the ratios that are currently choices in the user choice lines. Add a return on capital ratio.

    7 votes
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  18. Allow SSG to be created where a ticker is not included in the data feed or from manual data

    I am researching an ADR of a company, which trades OTC. (ex: DKILY, Daikin Industries, a $53B market cap company) I am unable to start an SSG in this company, as the ticker is not found in the data.

    I think there should be a "manual mode" for the SSG, which would be useful not only for OTC companies, but also companies listed on foreign exchanges. It could also be useful as a learning tool, to find and populate the data, in order to become familiar with their meaning and source.

    7 votes
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  19. Ability to pick one or more SSGs/studies from the list of existing studies and add them directly to a portfolio.

    The user would view their list of SSGs/studies and select them then click 'add to portfolio' and identify an existing or new portfolio.

    7 votes
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  20. Choose a custom name for the PDF file when printing to a PDF

    I use my iPad to complete SSGs. I can print to a PDF, but it always names the files by the TICKER.PDF. This means that I have to write over my previous PDF with every save, or create folders for every version.

    7 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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