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Stock Selection Guide Tools

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Submit and Vote on Ideas for SSGPlus, CoreSSG and Stock Comparison Guide Apps

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250 results found

  1. Add the ability to upload a PDF to the study

    Add the ability to upload a PDF of research to the study and then make it available to send to others.

    0 votes
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  2. All Studies Reports Function

    I would like a Reports Function (icon) to be added to the "All Studies" list.

    I use "All Studies" as my Watch List. Instead of creating a Watch List and adding each new stock from my "All Studies" list, I would like to select the reports function (icon) to display all reports on these stocks.

    6 votes
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  3. in the stock search tool

    I think you should be able to filter sales growth earnings growth current P/E p/e to historical p/E based on greater than or less than what ever variable you are looking for. For example if I was searching for a stock to add to my portfolio in the consumer information sector I get 288 stocks then if I narrow that down to say the advertising industry I may want to look at companies that have sales growth greater than say 12%. Presently you can't do that in the results area

    1 vote
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  4. Allow selection of multiple portfolios for viewing asset allocation

    Allow selection of multiple portfolios for viewing diversification

    6 votes
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  5. Judgement report

    Add a judgement report that shows the stocks in a portfolio with each of there 5 judgements.

    2 votes
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  6. 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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    0 comments  ·  SSGPlus  ·  Admin →
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  7. "Quarterly Data" graphs: Add a "most recent 3 years" option.

    "Quarterly Data" graphs: add a "most recent 3 years" option. This is especially important for fast growing, small companies. The first 2 high-performing years often skew the graph, making the recent years graph line appear almost flat. We always look at the pink Trailing 4 Quarters, Pre-Tax Profit % Change. Having a 3 year option would help us to visually see the recent change.

    2 votes
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  8. Add CNBC to Research/Analyst Estimates

    Add CNBC since the site gives a 3-5 yr EPS growth estimate, and a comparison to peers, industry, and the S&P500. This information is lacking on most of the research websites.

    3 votes
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  9. Change Peer Averages to Average Only Chosen Peers

    Currently the peer averages are calculated from all companies in the same industry of a similar size. This change would average data from just the 3 chosen peers.

    0 votes
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  10. Allow printing of the Search Results

    There should be a way to print the search results to make it easier to research all the companies. It is frustrating to have to enter the criteria multiple times, or print the companies 10 companies at a time.

    7 votes
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  11. ID all non-trading tickers in the study list

    This can help users clean up their study lists.

    0 votes
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    0 comments  ·  File Manager  ·  Admin →
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  12. Add a 'Select All' button to select all studies on a page

    This can be used to better select studies for deletion

    0 votes
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  13. In the past, perhaps with Toolkit version, I believe, for a stock you already own, e.g. Stock A: a) you could enter, for Stock A, the purch

    Decades ago, I believe in Toolkit, you could use current holding, Stock A, enter purchase price, date, current price and date (allowing capital gain calculation if sold), plus your current total tax bracket. THEN Challenge Stock A, taking after tax proceeds and compare to new Stock B... to see projected return 3-5 years later.
    This was EXCELLENT so you can see if just holding Stock A, including unrealized gains, is actually superior to selling A and buying Stock B with after tax amount left.

    7 votes
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  14. Make columns selectable in portfolio summary report

    allow user to add/hide columns in the portfolio summary report and have them saved by user or (ideally) by portfolio

    1 vote
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  15. Show suggestions for peers

    When picking a peer, show suggestions from a list of companies in the same industry and of the same 'size'.

    0 votes
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  16. 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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    0 comments  ·  SSGPlus  ·  Admin →
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  17. I would like to be able to share an entire portfolio with my club members without sharing it one stock at a time.

    For example, I have a portfolio of solar energy stocks. I'd like to be able to share that portfolio with just a click rather than go stock by stock. As the club's secretary, I have the club's watch list in another portfolio based on previous "stocks to study" that our club members have done. And, my wife and I are both BI members, so I'd like to be able to share portfolios between ourselves easily. For example, our watch list. And, I want to create a portfolio of great local companies. As it is now, I must create the SSGs,…

    18 votes
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  18. Enable adding comment while inside an ssg

    Instead of closing an ssg to make a comment, allow that while in an ssg

    5 votes
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    0 comments  ·  CoreSSG  ·  Admin →
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  19. 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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    4 comments  ·  SSGPlus  ·  Admin →
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  20. Ask to auto complete an SSG like Toolkit

    This would also help when quickly building a portfolio and to know if a company is viable.

    1 vote
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