Stock Selection Guide Tools
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Submit and Vote on Ideas for SSGPlus, CoreSSG and Stock Comparison Guide Apps
105 results found
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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 -
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 -
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 -
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.
3 votes -
TREND Report
Want to access and print the same Portfolio Trend Report available in Toolkit 6 in my SSG Plus program.
10 votes -
Portfolio Management Guide (PMG)
Please provide PMG that helps to adjust High and Low PE
And also PERTInitially, 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 -
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 voteThe printed SSG now shows all lines that are turned on in the SSGPlus application.
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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 -
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 -
Notes Default Settings
With the new notes feature the Staff and Community notes defaults to being on. I recommend that the default be changed to "off" or allow user to set global defaults to their preference. The community notes are often inane and useless.
3 votes -
Instead of using the estimated future high PE, using the estimated future average PE would provide a more realistic expected total return
Our club uses the expected average PE and resulting return in deciding on whether to buy . It would be helpful to continue noting that in a form comparing all stock owned.
1 vote -
Add Feature to Portfolio Reports Screen: show the "Buy price to satisfy US/DS of 3 to 1 and 15% total return" shown in each SSG Plus study
Could you add another column to the portfolio Reports screen that shows the following SSG Results Summary item called: "Buy price to satisfy US/DS of 3 to 1 and 15% total return:" This is generated on each SSG Result Summary table in part 5 of each SSG. You currently only show the "Buy Below" and "Sell Above" price in the Reports screen but it would be nice to know the 15% price of all the stocks shown in the portfolio reports screen. I would basically be using it as my pounce list or know when a current holding is at…
6 votes -
Change color of numerical data in Q & A data when changed by user.
We have the option of changing the quarterly and annual data when unusual circumstances exist. The checkmark in the last column notes that some data has been changed but does not note which data has been changed.
If the color of the data was changed to reflect that the data had been changed this would be quick and easy.
2 votes -
Add PEGy to the SSGPlus
Add the value for PEGy as PEGy = PE ratio / (Projected Earnings Growth + Dividend Yield) to account for companies that pay dividends.
1 vote -
Create SSGPlus 'Non-Study' view
This would be a pared-down view by removing the judgment-related components but also generally retaining the overall layout. Also, perhaps some of the data or components could be compressed into more of a dashboard-like style. For example, the Analyze Growth tab could stay the same but the judgment components would be hidden and sections 4 and 5 of the Valuation tab could be replaced with a dashboard. The added benefit of this is it could aid the members who do quick, high-level research by scanning for companies to invest in.
0 votes -
Computerize The Stock Challenge Tree
BI has a hard copy of The Stock Challenge Tree. Toolkit has or had an excellent computerized version.
15 votes -
Payout ratio
Include payout ratios based on free cash flow and EPS, as advised by the January 2020 speaker
1 vote -
Add quarterly data to book values for banks.
Otherwise we are working with old Q data for book value and current Q data for the other info. We can go to the banks reports for this info but since Mstar likely already has it in their data banks they should be able to add it and save us the extra work.
1 vote -
Add a way to identify portfolio companies in SSGPlus who have had recent earning reports so those companies can be updated.
For new information on companies.
30 votes -
Auto-update prices in a portfolio or the whole account
Add a feature that keeps the studies in a portfolio up-to-date with price updates. This would be a setting. Once set, would the system update the studies daily without user intervention.
6 votes
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