Stock Selection Guide Tools
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Submit and Vote on Ideas for SSGPlus, CoreSSG and Stock Comparison Guide Apps
66 results found
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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 -
5 votes
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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 -
When entering a ticker for a study all studies with that ticker should be on top of the popup list
After I input a ticker into the box, from quick navigation, all existing studies for that ticker should be displayed at the top of the drop down list. that way if there is an existing study I may want to utilize I can make that choice at that time.
4 votes -
Have a pop-up dialog box on the Notes 'Delete Note' button that asks "ARE YOU SURE YOU WANT TO DELETE THIS NOTE?"
Have a pop-up dialog box on the Notes 'Delete Note' button that asks "ARE YOU SURE YOU WANT TO DELETE THIS NOTE?"
4 votes -
Allow user to expand the active window both vertically and horizontally.
Being able to change the vertical and horizontal limits myself and to fit the parameters per my computer setup, would be a big help. Under "My Studies" you cannot see all the columns at the same time.
4 votes -
Add the 3 Morningstar grades from the Search Criteria to the SSG
The Morningstar fields from the Search Criteria are helpful, and would be even more useful if they can be reflected on the SSG...perhaps in the company info, or on the right side or as a pop-up window.
4 votes -
dividend growth
will be a good idea to see dividend growth since div+growth is in foundation of NAIC ideology. Personally, I like to see low div yield next to high div yield.
3 votes -
Summary of Potential Return
Expand the Summary of Potential Return and Total return to include an automatic comparison to the member sentiment results.
3 votes -
Add an option to the FILE menu to allow for "Add to a Portfolio"
When completing a study that we want to add to an existing portfolio or watch list, it would be helpful (and simpler) if the user could do that directly from the study, instead of having to return to the list of portfolios and then edit the portfolio to add the stock.
3 votes -
Quick Navigation should be simplified.
There should only be one field for entry of the ticker. If the company is in the user's database, it should be listed for selection, as it is now. In addition to the company name, there should also be an optional choice to load a new datafile. Having a separate field for entering the ticker for a new company should be unnecessary.
3 votes -
Add CNBC to Research/Analyst Estimates
Add CNBC since the site gives a 3-5 yr EPS growth estimate, and a comparison to peers, industry, and the S&P500. This information is lacking on most of the research websites.
3 votes -
Member's Sentiment
I'd like to be able to print the averages for Member's Sentiment.
3 votes -
3 votes
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I understand the SSGs are for finding stocks that fit the BI criteria. What if we could enter the price we paid for a stock to evaluate it
I understand the SSGs are for finding stocks that fit the BI criteria. What if we could enter the price we paid for a stock to evaluate it going forward. The BUYs HOLDs SELLs are based on the current price, right? If we paid more than the current price, the SSG does't show us the potential in our owned stock. Right?
2 votes -
Include date on print version Notes and ability to reorder Notes
Right now it only includes subject and description. The date column would be helpful as you follow the stock over time.
Also, it would be nice to be able to reorder and/or sort the notes. Sometimes I don't do my research in the order of the SSG but it is easier for club members if I present the information in the logical order of the SSG.
2 votes -
Projecting the Future Stock Price
Add a second (or optional) calculation to the second page of the SSG to use the Price/Sales (P/S) ratio and the forecasted sales growth to calculate the forecasted stock price over 5 years. This will provide another metric to quantify the increase in the stock price.
2 votes -
Add past 5 years sales growth and EPS percentage where it is visual on page 1.
Add the past five years sales growth and EPS percentage on page 1. This is important to look at when researching a company. The only place to find it is on the page where you download information to Toolkit.
2 votes -
"Quarterly Data" graphs: Add a "most recent 3 years" option.
"Quarterly Data" graphs: add a "most recent 3 years" option. This is especially important for fast growing, small companies. The first 2 high-performing years often skew the graph, making the recent years graph line appear almost flat. We always look at the pink Trailing 4 Quarters, Pre-Tax Profit % Change. Having a 3 year option would help us to visually see the recent change.
2 votes -
Make the data date show the quarter and year on the SSG yr over yr Qtr report like Toolkit used to do. Ex: 4th Qtr 2019
Currrently the Quarterly info box says for example MSFT FY 2020 Qtr ending (06/20). I think this would be the 4th quarter for them since their fiscal year ends in June. So is this 4th 2020 & they are already starting 2021?
2 votes
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