Stock Selection Guide Tools

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How can we improve our Stock Selection Guide Tools?

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  1. 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 →
    • 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 →
      • 12 votes
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          1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
        • 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 →
          • 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 →
            • 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 →
              • 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 →
                • 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 →
                  • 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 →
                    • 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 →
                      • 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 →
                        • 1 vote
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                            0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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 →
                            • 3 votes
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                                0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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 →
                                • PERT Report. Allow 'data' to be put into a CSV report allowing user to massage the data.

                                  Allow data from the PERT report and Summary to be 'exported' to excel or CSV file for user manipulaton

                                  3 votes
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                                    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add multiple 'User Defined' fields/rows to the the Stock Comparison Guide

                                    Allow the user to define a new row in the SCG where they would add a user defined title for the field and then for each company/SSG would have the ability to add text for that field.
                                    The user would then be able to highlight the cell for the information/metrics that are preferable and the cell highlighting would be included in the sum of all highlights at the top of the SCG page.
                                    The example here would be some industry specific metric or financial ratio that is important for the company or industry.

                                    0 votes
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                                      0 comments  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →
                                    • make member sentiment columns sortable. It will be easier to eliminate outliers

                                      make member sentiment columns sort-able. It will be easier to eliminate outliers

                                      5 votes
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                                        0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Have only one ticker input field for all studies, like in Toolkit.

                                        It would be simpler to have only one field for ticker input, that would either pull up all studies in database with that ticker, or allow data input for a new study, as is done in Toolkit. If we are in a portfolio and want to look at a stock that is in the database but not in this portfolio, it is now necessary to go back to "all portfolios" to find the study. The current design is very unwieldy, and an unnecessary inconvenience.

                                        5 votes
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                                          0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add a projected sales growth column to the SSGPlus PERT

                                          It would be helpful to have a new column for projected sales growth in the PERT. This would make it easier to compare the last reported quarter's "Sales % Change" column against each company's projected sales growth rate (as entered on the SSG). The PERT already has this capability for actual quarterly YOY and forecasted EPS growth rates.

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