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.

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.

Report Request: I’d like to request that you add the following SSG stock report value to your existing SSG Report:

Buy price to satisfy US/DS of
3 to 1 and 15% total return:

Currently I manually enter this value into the same spreadsheet that I import the available report.

Have a pop-up dialog box on the Notes 'Delete Note' button that asks "ARE YOU SURE YOU WANT TO DELETE THIS NOTE?"

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.

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

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.

Expand the Summary of Potential Return and Total return to include an automatic comparison to the member sentiment results.

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.

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.

I used the search tool to look for Communication Services companies - it would be nice to be able to create a new portfolio of the companies I found by importing into a new portfolio and then work on refining the SSGs once I get them into the new portfolio

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?

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.

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.

It is hard to compare what I have entered and what the member sentiment is averages are. Is there a way to keep the pop-up member sentiment visible while I review and edit my entries.

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.

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.

This would also help when quickly building a portfolio and to know if a company is viable.