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Stock Selection Guide Tools

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250 results found

  1. Display all prices with two (2) decimal points

    The hi and low prices on side #2 take only one digit. Shares are traded in penney's. Price should provide two digits.

    6 votes
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  2. Larger company name on display

    Make the company name larger so it can be seen more quickly and easily.

    1 vote
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  3. increase font and/or touch area for easier use on a tablet

    optimize the display for easier visibility and less scrolling, pinching and zooming

    0 votes
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  4. The study workflow of save/abandon/exit is confusing.

    Saving/closing/exiting/abandoning are confusing. Some users are not aware of the save function, others don't know what to do when all they want to do is look at another company.

    1 vote
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  5. Improved the readability / layout of the Valuation and Return Page (Page 2, back side)

    Provide better visual cues, break up the sections with dividers, apply color blocks, consider increase in font especially in sections 4 and 5.

    2 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  6. Make the "Welcome to the Stock Selection Guide!" an optional default open page (like on CoreSSG).

    Particularly since that page doesn't appear to have changing content its annoying to have to close it when opening the SSGPlus. Add a [x] box to allow going to "your studies" page directly. CoreSSG already has that feature.

    3 votes
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  7. Include in SSGPlus report printout the info that is on the page 2 screen on target price that meets both MARR = 15% and USD 3.0:1

    Good addition to the SSG, needs to be on the printout. Currently I have to cut/paste into notes.

    7 votes
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  8. Provide capability for clubs to share their SSGs via a club portfolio that all club members can access.

    Two issues: (1) access by all club members (with SSGPlus subscription) to access club's portfolio and (2) individuals in multiple clubs being able to access one single SSG but in multiple, club-designated portfolios.

    111 votes
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    This item is now in the active planning/architecture stage. There are many use cases for how this could be implemented and, once we launch the first use case, we anticipate functionality to be added for other use cases over time.

  9. Save prior selected number of entry rows to show vice default 10 rows

    Very annoying to specify a different number of rows to display each time file listing opened. Make this one of the preference default options or have the computer remember my last selected option.

    6 votes
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  10. Add SSG summary boxes on Page 2 of the SSG to the print copy

    We're reviewing the new SSGPlus and like the summary boxes on page 2 (Establihing Risk at a Glance and SSG Results Summary). However, they disappear when printing the final SSG. We believe they are helpful when presenting the results to the club. Any plans these boxes can be retained on the completed SSG?? We see this as a big plus for the SSGplus tool.

    11 votes
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  11. Export PERT or Portfolio data in CSV or Excel or Numbers format.

    Export PERT or Portfolio data in CSV or Excel or Numbers format.

    36 votes
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  12. 2 votes
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  13. 8 votes
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  14. Member's Sentiment

    I'd like to be able to print the averages for Member's Sentiment.

    3 votes
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  15. Add 'New Study' button to replace Quick Navigation bar

    Add a 'New Study' button that you can see instead of the 'hidden' Quick Navigation bar in order to open another study. Also add under File > New Study.

    1 vote
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  16. Show Removed Outlier Data Point(s) on Graph

    After removing an Outlier it helps to still see the Data Point in relation to the Trend Line. Also helps to shows others why you considered it an outlier. In Toolkit the data points are still shown on the graph.

    12 votes
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  17. Change Order of Research Link

    Personalize the Order of the Research links, e.g. put your favorites at the top.

    1 vote
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  18. Weight the Heat Map studies

    To make the chart more relevant to the present, consider weighting the studies with more emphasis on the most recent past.

    0 votes
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  19. Add a feature to store frequent email recipients for use when emailing a study

    Add the ability to store club members email addresses in the recipients box in the email study feature so we wouldn't have to reenter them each time we send a study.

    5 votes
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  20. Add a box for annual financial info with a % change box adjacent

    Add a box for annual financial info with a % change box adjacent, or incorporate annual finances in quarterly finances by highlighting & also using % changes

    1 vote
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