Stock Selection Guide Tools

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How can we improve our Stock Selection Guide Tools?

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  1. Make the preferred Proceedure figures print on page 1 for all to see at a presentation, etc

    Make the preferred Proceedure figures print on page 1 for all to see at a presentation, etc

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add R squared to page one of SSG

    Please add R squared under forcasted growth and EPS on page 1 as it is on Toolkit.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add past 5 years sales growth and EPS percentage where it is visual on page 1.

    Add the past five years sales growth and EPS percentage on page 1. This is important to look at when researching a company. The only place to find it is on the page where you download information to Toolkit.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  4. Company search add checkbox

    I’m looking at the Company Search section (via Core/Plus SSG), and I wish there was a checkbox or something on each stock when I’m going thru the Data Preview popup, for selecting out items I might be interested in looking further into - narrowing the list, as it were.
    Yes, I can write down the ticker of each interesting stock, but if I could checkbox each one, and then only Company Search look at those, and refine the list further (by unchecking some), would sure be helpful.
    Not sure how persistent I would want the checkboxes to be, wouldn’t want…

    1 vote
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    0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
  5. Portfolio update SSG

    Be able to update Portfolio with new SSG report without having to delete existing from portfolio and then add new SSG (sometimes imported from member following the stock) into the portfolio and reentering shares held. (i.e. Replace SSG abc 1/1/19 with abc 3/1/19)

    1 vote
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  6. Screener Preview Data Graph Order

    When you select a column to sort screener results by and then do into Data Preview, the order of the companies remains alphabetical. I'd like the order of companies to be in order of the column I sorted by.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add revenue ranges to the Size Diversification Report

    The current size definitions for small, medium, and large companies are not easily located. Add a legend to the Size Diversification Report that explains the revenue range for each size.

    2 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  8. 12 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  9. tab for stock high price

    you should have a tab for directly inputting the stock high price because if the stock has no prior earnings, it is impossible to get a sensical high p/e forcast, ie ROKU. We expect earnings in the future but cannot use the SSG because of this problem

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Adding to the Notes section of SSG

    would like to use snipping tool or directing paste in a excel or work table into the notes. I like to show what other analyst are estimating and caption that info in a spreadsheet. Any possible way to do this

    2 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  11. Highlight data changes

    When data is updated (not stock price) highlight the ticker. Keep that ticker highlight until the user 'clears' the message. That way users are notified when changes are made to data and reminded to review new information.

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  12. When data is changed, keep that data Highlighted

    When I unlock and change quarterly, or annual data, keep that data cell highlighted so it can be easily identified when reviewing the data later on.

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow more than 5 companies to be compared with the Stock Comparison Guide

    I find limiting the number of stocks to just 5 to be too small. I would like to compare up to about 15 stocks, say our complete stock portfolio.

    0 votes
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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow an SSG from the past to be generated

    I would like to generate an SSG at a point in time in the past. This way we could evaluate our past judgements and see who closely they matched known future results.

    0 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  15. Enhance the Notes Table in SSG Plus to show the notes with new-lines and spacing as formatted when entered.

    One issue I have with the site is that the notes are very hard to read. Would it be possible for you to add some code that provided the same "new-line" and "space" formatting as was entered in the table of notes in SSG?
    (Please note that I realize that the note is displayed correctly in the pop-up box if I click on the note in the table)

    Here is an example of what I am talking about. I would prefer that notes in the notes table appeared as I entered the note.

    Here is how the text appears in…

    3 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add the high PE AND average PE compound annual return to the portfolio summary report.

    In the portfolio report summary add both the high PE compound total return and the average PE compound total return.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  18. FFO Data for REITs

    REITs (not for clubs, but of interest to individual investors) generally use Funds from Operations (FFO) instead of EPS. Is there any chance of changing the data feed for REITs?

    5 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  19. 3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  20. Current Assets vs. Current Liabilities

    Are you able to include the CA vs CL ratios to the Ratios Tab?

    3 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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