Stock Selection Guide Tools

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  1. enterprise financial management software

    We have multiple Loan Management Software Products to cater to companies of all sizes, We help you manage your company efficiently
    visit: http://jaguarsoftwareindia.com/

    1 vote
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  2. Show upside/downside (U/D) as a column in the list of studies

    Add a feature to show the U/D from the study as a column in the list of studies on the 'My Studies' page.

    3 votes
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  3. Show horizontal scroll at the bottom of the My Studies list

    I like the SSG library but find it difficult to maneuver through the list. It would be helpful if a horizontal scroll bar was visible all the time instead of having to scroll to the bottom of the list to see the other columns.

    0 votes
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  4. A new column that shows Annual Return for every SSG under the Studies tab in the Portfolios and Studies section

    This feature would add a new Column called Total Return and display the Compound Annual Return using high P/E from the SSG.

    This way when there are hundred SSGs or more, they can be sorted by the Total return to see what your top candidates are.

    7 votes
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  5. Enable searching on zones for completed SSGs so you can quickly identify stocks that have entered buy or sell zones.

    In the display of one’s studies, there’s a column that shows whether or not the SSG is complete. Why not show which zone the stick is in? The answers would be Buy, Hold, Sell, or Incomplete.

    7 votes
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  6. On the Portfolio and Studies page, add column: number of shares

    In the portfolio view on the Portfolio and Studies page, please consider adding a column showing the number of shares for a particular holding. It would make it much easier to replace old SSGs with new ones in an existing portfolio, and check your data, if you could easily see the number of shares for the old SSG. Toolkit does this via a special window.

    1 vote
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  7. Add a bulk add feature to create a portfolio

    Allow me to create a portfolio by clicking on existing studies. Ideally, I'd like to also be able to enter the number of shares in a tabular view instead of having to edit each stock in the portfolio.

    another bulk add idea would be to be able just list the ticker symbols and then add the judgment to each SSG in the portfolio

    6 votes
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  8. Create a One Click method to export .SSG , .ITK .PDF files directly to OCA's FILE STORAGE.

    Create a One Click method to export .SSG , .ITK .PDF files directly to OCA's FILE STORAGE.

    this would eliminate the 2 step process of first exporting to download folder, then opening OCA to 'upload'.
    This would be a similar process to the webinar registration's "one click' method to add a webinar to your calendar.

    1 vote
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  9. Add a Stock Wish List - A list of Stocks to look further into

    It would be great to:
    0) Create a further review stock list
    1) That list could be a portfolio but stocks in a portfolios require that an SSG has been done. Perhaps The Wish List is better in another new list.
    2) Have a check box in the search tool to add a stock to the further review list.
    3) Enter a table of stocks (from a comma separated text list) that have been found outside of the SSG into the further review list
    4) Add a quick preview Data for like one in the stock screen search list.

    I…

    2 votes
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  10. The two date columns in the list of stocks should be more informative

    By default, the original date of the study is added to the name of the stock, so there is no need to show it in a separate column. The much more relevant dates are the Most Recent Price and the Judgment Date, which would be the last date in which any of the judgment items are modified. It would also be helpful to see the Most Recent Quarter date. All three of these dates are available and select-able in the Library listing. Let the user select the one or two preferred dates to be displayed.

    6 votes
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  11. Ability to create a portfolio only from the ticker symbol and not have to create an SSG first, then ability to see mini SSG like in Screener

    I'd like to be able to import a list of tickers, or just add a list of tickers manually into a portfolio. Then, have ability to see the section 1 graph like in the screener. (When in SSG graph preview, would like to scroll through all the stocks. Not close the graph, move to next stock to look at graph.) This would be helpful when I a get a list of "best stock ideas" from other places. Or as a volunteer if I am doing a club portfolio review.

    4 votes
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  12. Increase the vertical display for the list of studies

    The file list is too vertically limited and the user has to scroll too much to see their studies.

    2 votes
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  13. Make the "Welcome to the Stock Selection Guide!" an optional default open page (like on CoreSSG).

    Particularly since that page doesn't appear to have changing content its annoying to have to close it when opening the SSGPlus. Add a [x] box to allow going to "your studies" page directly. CoreSSG already has that feature.

    3 votes
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  14. Save prior selected number of entry rows to show vice default 10 rows

    Very annoying to specify a different number of rows to display each time file listing opened. Make this one of the preference default options or have the computer remember my last selected option.

    6 votes
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  15. 2 votes
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