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249 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. Add a diversification report for EPS Growth Rate (like myiclub).

    Would like to be able to have a table and chart that groups the EPS growth rate ranges that match the expectations for small (>12%), medium (7-12%) and large companies. (5-7%) And please match the colors to the revenue diversification report.

    3 votes
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  7. 0 votes
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  8. 0 votes
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  9. 0 votes
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  10. Freeze header row of Diversification report

    freeze the header row of portfolio diversification report to allow for better online viewing of long reports

    0 votes
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  11. 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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  12. 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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  13. PERT Report - Add a company size column

    In addition to adding a column for the company size, then highlight the sales or EPS growth rate if it is not meeting the minimum expected growth rate for that company size. This would include projected EPS Growth Rate (and estimated sales growth if that ever gets added.)

    1 vote
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  14. 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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  15. 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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  16. 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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  17. Prompt that confirms deletion of "Clear Filtered List" in Stock Ideas section.

    One possible way to improve the user experience when using the "Filtered List" of the "Stock Ideas" section is to include a prompt that confirms the user's intention to "Clear Filtered List". This would prevent accidental or unwanted deletion of data and allow the user to cancel or undo the action if needed.

    1 vote
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  18. 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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  19. 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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  20. 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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