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Stock Selection Guide Tools

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259 results found

  1. Change Color of Graph to Match SSGPlus

    Recommend changing the graph color on CoreSSG to match SSGPlus. Analyze Growth > Step 1:Historical Sales line should be green. Analyze Growth > Step 2:Historical Earnings Per Share line should be blue. They are green and blue on Step 3:Historical Stock Price Review. Evaluate Management > Step 1:% Pre-Tax Profit on Sales line should be magenta.

    When a user progresses from CoreSSG to SSGPlus, the colors will be consistent and thereby reduce confusion.

    3 votes
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    0 comments  ·  CoreSSG  ·  Admin →
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  2. Add a report of portfolio performance vs. benchmarks, like the Club Performance Report in MyiClub

    I would like a report in the SSG Plus portfolio tool similar to the MyiClub Club Performance Report. The report would show the compound annual percentage gain over a range of time frames, and allow you to benchmark vs. several selectable benchmarks.

    1 vote
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  3. email groups

    Be able to created groups when sharing stock studies, so when you are member of more than one club, have each club as a group

    1 vote
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  4. Share Study

    add to the Share Study and option to attach an file, i.e. Value Line or Morningstar Report.

    1 vote
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  5. Enable moving a study to a different portfolio

    It would be helpful if I could move SSGs from one portfolio (e.g., All Studies) to a different portfolio (e.g., Club Stocks or Club Ideas).

    1 vote
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  6. Allow data from the PERT report to be a CSV file for user manipulation.

    Allow data from the PERT report to be 'exported' to a CSV file for user manipulation. Thanks for doing the Summary Report already

    6 votes
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  7. Sort for Studies Section Default

    Every time I open My Studies, the Studies section sort default is "Price Date". It would be great if the default is selectable, last sort, or sorted by Name instead.

    3 votes
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  8. Add Button for 80% of Current Price

    I use the 80% of current price for my low price selection. I would like to have a button to select the 80% of current price like Toolkit does and have it update the low price on the SSG each time the price update changes on the stock.

    4 votes
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  9. When comparing peers, need ability to remove years like you can with the Visual Analysis screen.

    On the Visual Analysis page you have the ability to remove years for the stock you are studying. When you click on Compare Peers, that function to remove years is not available.

    1 vote
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  10. Allow notes to use fonts and bullets

    I would love to use Notes to add information, rationales and concerns on stocks but unfortunately the lack of fonts makes it hard to read. I use word but it would be great if I can keep the same info attached to the stock ssg..

    1 vote
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  11. Have a link to display/share SSGs from myICLUB reports and watch lists.

    Club members would like to be able to view and possibly save to their own SSG library the members' updated SSGs on club stocks from the myICLUB reports and watch list.

    3 votes
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  12. Add a diversification report for EPS Growth Rate (like myiclub).

    Would like to be able to have a table and chart that groups the EPS growth rate ranges that match the expectations for small (>12%), medium (7-12%) and large companies. (5-7%) And please match the colors to the revenue diversification report.

    4 votes
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  13. Post earnings release dates and link to the release.

    Post an alert to the SSG of an earnings release to active positions in an SSG portfolio. It is similar in concept to MyIClub's posting of dividend info and dates on its calendar.

    14 votes
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  14. 1 vote
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  15. We need to be able print on an SSG the Relative Values and the PEG as before. This is essential when you are share an SSG with your club.

    We need to be able print on an SSG the Relative Values and the PEG as before. This is essential when you are share an SSG with your club.

    2 votes
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  16. Default Setting for Detailed Estimates

    Add a selectable default setting for Detailed Estimates. I find Detailed Estimates very helpful. For every new SSG, I have to manually select Detailed Estimates. It would be great if it would be automatic.

    3 votes
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  17. Member Sentiment: Add a PROJECTION STARTING POINT Column

    This is especially important when projecting judgments when the most recent EPSs have dropped considerably. If using the quarterly projection the judgment EPS will be high. If using the trend, the judgment is usually more reasonable.

    7 votes
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  18. TREND Report

    Want to access and print the same Portfolio Trend Report available in Toolkit 6 in my SSG Plus program.

    10 votes
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    4 comments  ·  SSGPlus  ·  Admin →
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  19. Add Sales Growth Trend to box when entering Sales Growth Forecast

    I often look at the trend percentages when determining my sales growth forecast. Going to Preferred Procedure is awkward. Please move or duplicate the data when at screen to enter the sales growth forecast.

    1 vote
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  20. upgrade SSG+ for industry/sector comparisons

    If possible, I would like to see on the analyze growth and quality tab where you could compare overall sales/eps growth of their perspective industry and sector for comparisons. Also, a industry/sector tab that shows how industries and sectors are trending.

    1 vote
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