Stock Selection Guide Tools

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  1. Redesign look and feel to respond to screen size

    Redesign all pages of all tools to respond to the screen size (responsive design). Large screens can see more content and content is still functional and viewable on mobile.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ask to auto complete an SSG like Toolkit

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

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  3. Incorporate/Integrate Stock Research Form into SSG so judgments,and date automatically transfer

    Incorporate /integrate Stock Research From with SSG so that the Stock Research Form is automatically populated by judgments you make on the SSG. This would be similar to what happens in Turbo Tax Software's Step-By-Step Program feature. It asks you questions and based on your answer the 1040 Form is filled in. For example, the highest /lowest and average PEs could easily be transferred to the Form after that judgment is made.

    I am raising this because i find it cumbersome and inefficient to be switching back and forth between the SSG(internet) and the Stock Research Form(offline word document). If…

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add the ability to import portfolio data from Folio Investing portfolios

    For those of us who use Folio Investing as a brokerage, having the ability to import portfolio data (portfolio name, security info, number of shares) would provide a convenient way to keep data between the BI Online Tools and Folio in sync and eliminate manual input of data.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. When making manual changes to data change the color of the changed data so it can be quickly recognizes as changed

    We can tell the data is changed by the checkmark but we do not know which data in the qtr or year has been changed. If the color of the data was another color one could tell at a glance which data point had been changed without digging back through the notes.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. Outliers & Historical P/Es

    When one excludes an EPS in Section1, it is likely the High and Low EPS will be outliers in Section 3- automatically exclude them. Additionally/Alternatively allow the user to exclude P/Es in the historical graph. Right now FB and SBUX 10-year historical graphs are pretty useless due to one or more year have extremely high P/Es.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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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  11. 1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  12. Error in Adding long named file to Portfolio

    If a study is saved with a long file name adding it to a Portfolio is a problem. Cant easily get to the check box.

    To solve this the dialog box must be horizontally scrollable or the file name needs to be truncated or the dialog box needs to be resizable.
    Simplest to to truncate long file names in this dialog box

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. Add Value Links for Dow 30 stocks, or allow users to add custom links

    Value Links provides free access for Dow 30 stocks. It would be nice to include a link to the Value Line for these stocks, or at least allow users to add custom links.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  15. Display the average price for a stock, graphically, and include it on the front page of the SSG along with sales, pretax profits and earning

    In addition, or instead of, having vertical price bars, showing high and low for a given year, show the average price as a graph line. It would be nice to see how the price moved along with the sales, earnings, etc graphically

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add the ability to evaluate Dow Jones, S&P and NASDAQ averages

    These averages have prices, EPS and dividends. Section 1 plot would not have a sales line but would have EPS line with a projection and price bars. Section 3 would have prices, EPS, P/E ratios, dividends, yields and could have projected highs and lows. We need the ability to evaluate the market as well as individual stocks.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  17. Pop-Up window showing math calculation when moving cursor over a particular field.

    Although there is a separate pdf showing the math calculations used behind the scenes in an SSG, a simple pop-up reflecting the math would be faster and more efficient.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  18. Suggest only One Tool

    I know way to much energy explaining the difference and frankly the difference is not worth the time and effort spent. May I recommend that there be only one tool that is continually improved. Perhaps there is 2 modes expert and newbie.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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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