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111 results found

  1. Add SSG summary boxes on Page 2 of the SSG to the print copy

    We're reviewing the new SSGPlus and like the summary boxes on page 2 (Establihing Risk at a Glance and SSG Results Summary). However, they disappear when printing the final SSG. We believe they are helpful when presenting the results to the club. Any plans these boxes can be retained on the completed SSG?? We see this as a big plus for the SSGplus tool.

    11 votes
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  2. Add more fundamental data to the data grid

    Add data and growth rates for dividends, shares outstanding, free cash flow, net income, book value, and long-term debt to the data grid at the bottom of the 'Analyze Growth & Quality' page in the data grid with the sales, EPS and pre-tax profit data.

    10 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  3. Add FTM EPS and the average of TTM and FTM EPS to the Valuation and Return section of the SSGPlus

    Add FTM EPS and the average of TTM and FTM EPS to the Valuation and Return section of the SSGPlus similar to what is done in Toolkit 6 in order that users have a reference value to use for their 'Low EPS Forecast' value.

    10 votes
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    3 comments  ·  SSGPlus  ·  Admin →
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  4. 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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    4 comments  ·  SSGPlus  ·  Admin →
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  5. Add the ability to produce a Portfolio Trend report

    Add a Portfolio Trend Report as an option in SSGPlus portfolio reporting - similar to the report in Toolkit 6.

    9 votes
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  6. Add Defense and Offense Reports

    TK 6 had the Defense and Offense Reports. My new club is using SSG Plus, and I am greatly missing those D&O reports. Defense used to be particularly helpful in keeping us honest on our chartings, as it showed how earnings etc did vs. how we charted - could see trends for over optimisim by some of us etc.

    9 votes
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  7. 9 votes
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  8. Be able to set target buy price based on PAR in addition to TR

    Add to existing "SSG Results Summary", just above the "Closing Price" line, a section that computes "Buy price to satisfy US/DS of 3 to 1 and <variable target return that can be entered> on projected average return.

    9 votes
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  9. 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…

    8 votes
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  10. 8 votes
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  11. Allow outliers to be chosen in the Peer graph display

    Allowing outliers to be selected in the peer graph display will allow the graph to rescale based on displayed data and will recalculate the growth rates/averages that are displayed.

    7 votes
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  12. Add company statistics to Visual Analysis

    Show company information, sector/industry, shares, debt, insider/institutional ownership on front page.

    7 votes
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  13. Include in SSGPlus report printout the info that is on the page 2 screen on target price that meets both MARR = 15% and USD 3.0:1

    Good addition to the SSG, needs to be on the printout. Currently I have to cut/paste into notes.

    7 votes
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  14. Choose a custom name for the PDF file when printing to a PDF

    I use my iPad to complete SSGs. I can print to a PDF, but it always names the files by the TICKER.PDF. This means that I have to write over my previous PDF with every save, or create folders for every version.

    7 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  15. Print Peer Data

    Could you add a print option for the peer graphs? I tried to print the screen but the output showed the graph printed over the SSG so it was unreadable. A printout of some of the peer graphs would be very useful at club meetings.

    7 votes
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  16. Save state of legend lines with the SSG study

    Save the state of the legend lines in SSGPlus so that if the study is copied or shared then the end user sees the same view.

    7 votes
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  17. 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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  18. 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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  19. Add ability to input prior quarter or year when data is missing from data feed.

    1st Quarter of 2016 data for Flowers Foods is missing. I have contacted both BI (June 6) and Morningstar (June 22, July 31, and August 16) to have the data added. It is still not in the data feed and I cannot add a prior quarter of data to the SSG manually to include the missing data.

    6 votes
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  20. Date stamp for SSG study date/update.

    Add a date stamp to portfolio display that shows when I last updated an SSG study, i.e. change judgement, so that I know how old my study is. The current Modified Date changes with price and data updates and does not reflect when I last studied the SSG.

    6 votes
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