Stock Selection Guide Tools

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  1. I would like to see portfolio from my iclub linked to the SSG Plus

    I would like to see portfolio from my i club linked to the SSG Plus

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  2. Export Stock Screens to Excel after running them

    Ability to download or export Stock Screens to Excel for further study without creating a study for each one first

    9 votes
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    3 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add to portfolio tools the Portfolio Report Card similar to TK6's report

    To properly perform portfolio management analysis we need to get portfolio level statistics on TR, PAR, U/D and RV. With that data we can compare individual holds to see which ones are leading the portfolio and which ones are dragging it down. Without the capability the serious portfolio analyst must create a separate spreadsheet, add the company SSG data then aggregate for the portfolio at large.

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  5. Show “Study Count” for “All Studies” and “Studies Not In A Portfolio”

    Add the ability for “All Studies” and “Studies Not In A Portfolio” to also have a “Study Count” like the individual portfolios.

    0 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  6. We need a computerized glossary for all of the terms on the SSG

    We need an updated reference for the SSG similar to the handbook "Managing Portfolio Wisdom" by Bonnie Biafore but made current. At the moment we have to go to too many places to find info. One shouldn't have to listen to webinars every time they one to verify that they are using the SSG correctly. There needs to be one place with detailed explanations and definitions, both computerized and hard copies, to look things up. Another element of this reference would be a GLOSSARY containing at least all the terms on the SSG and more. This would be much more…

    10 votes
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    under review  ·  0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  7. Display all prices with two (2) decimal points

    The hi and low prices on side #2 take only one digit. Shares are traded in penney's. Price should provide two digits.

    6 votes
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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  8. Larger company name on display

    Make the company name larger so it can be seen more quickly and easily.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  9. increase font and/or touch area for easier use on a tablet

    optimize the display for easier visibility and less scrolling, pinching and zooming

    0 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  10. The study workflow of save/abandon/exit is confusing.

    Saving/closing/exiting/abandoning are confusing. Some users are not aware of the save function, others don't know what to do when all they want to do is look at another company.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add variable target return vice hardwired "15%"

    "SSG Results Summary" assumes total return of 15%. For large companies a realistic TR may well be lower than that Put in a box where the analyst specifies her/his own minimum acceptable rate of return and let the computer crunch the corresponding US/DS ratio and target buy price.

    8 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  12. Member Sentiment

    Sentiment includes multiple files from same member doing "what if" stuff, not reflecting actual opinion on judgments. Also need to add judgments on PTPM, taxes and # shares. Suggest adding button for analyst to "post" her/his "best and final" SSG for inclusion into the Member Sentiment. Default being not included.

    3 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  13. Export PERT or Portfolio data in CSV or Excel or Numbers format.

    Export PERT or Portfolio data in CSV or Excel or Numbers format.

    22 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  14. Member's Sentiment

    I'd like to be able to print the averages for Member's Sentiment.

    2 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add 'New Study' button to replace Quick Navigation bar

    Add a 'New Study' button that you can see instead of the 'hidden' Quick Navigation bar in order to open another study. Also add under File > New Study.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  16. Weight the Heat Map studies

    To make the chart more relevant to the present, consider weighting the studies with more emphasis on the most recent past.

    0 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add a feature to store frequent email recipients for use when emailing a study

    Add the ability to store club members email addresses in the recipients box in the email study feature so we wouldn't have to reenter them each time we send a study.

    5 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  18. I would like to have a manual for SSG Plus

    I would like to have a manual for SSG Plus

    30 votes
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    under review  ·  3 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add the 52 week High and Low PE to Section 3 Price Row.

    The current wording 'High This Year and Low This Year should also be retitled to 52 Week High and Low respectively.

    31 votes
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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  20. Show the trend indicators (UP/DOWN/EVEN) on the printed PDF report

    Show the 'Evaluate Management' (quality) trend indicators on the printed PDF report.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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