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Stock Selection Guide Tools

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262 results found

  1. User customizable research links

    Allow the user to add and save their preferred research links to add to the list of research websites.

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    1 comment  ·  SSGPlus  ·  Admin →
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  2. Add the ability to remove Pre-tax Profit Margin data (outliers) in the Preferred Procedure window.

    In the Preferred Procedure window, it would be nice to be able to identify outliers in the Pre-tax Profit Margin data (from the most recent 5 fiscal years) to quickly calculate a new average. The new average would then appear as the default value for the PTPM in the preferred procedure calculator.

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  3. Increase the font size

    Increase the font size in the data grid and 2nd page (Valuation and Return).

    2 votes
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  4. Ability to share a study on Facebook

    Give the user a link to allow them to share a read-only version of their study on Facebook.

    1 vote
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  5. 0 votes
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  6. 0 votes
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  7. 0 votes
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  8. Freeze header row of Diversification report

    freeze the header row of portfolio diversification report to allow for better online viewing of long reports

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  9. ID all non-trading tickers in the study list

    This can help users clean up their study lists.

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    0 comments  ·  File Manager  ·  Admin →
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  10. Add a 'Select All' button to select all studies on a page

    This can be used to better select studies for deletion

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  11. Show suggestions for peers

    When picking a peer, show suggestions from a list of companies in the same industry and of the same 'size'.

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  12. Create SSGPlus 'Non-Study' view

    This would be a pared-down view by removing the judgment-related components but also generally retaining the overall layout. Also, perhaps some of the data or components could be compressed into more of a dashboard-like style. For example, the Analyze Growth tab could stay the same but the judgment components would be hidden and sections 4 and 5 of the Valuation tab could be replaced with a dashboard. The added benefit of this is it could aid the members who do quick, high-level research by scanning for companies to invest in.

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  13. Modernize the look and feel of all of the Online Tools

    Make the tools design more closely resemble the BI website in look, feel, colors and modern web design.

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  14. Allow more than 5 companies to be compared with the Stock Comparison Guide

    I find limiting the number of stocks to just 5 to be too small. I would like to compare up to about 15 stocks, say our complete stock portfolio.

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  15. Allow an SSG from the past to be generated

    I would like to generate an SSG at a point in time in the past. This way we could evaluate our past judgements and see who closely they matched known future results.

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  16. Add multiple 'User Defined' fields/rows to the the Stock Comparison Guide

    Allow the user to define a new row in the SCG where they would add a user defined title for the field and then for each company/SSG would have the ability to add text for that field.
    The user would then be able to highlight the cell for the information/metrics that are preferable and the cell highlighting would be included in the sum of all highlights at the top of the SCG page.
    The example here would be some industry specific metric or financial ratio that is important for the company or industry.

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  17. 0 votes
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  18. 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.

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  19. Increase the size of the graph on the Visual Analysis page (front side - page 1)

    increase the size of the graph by moving other screen elements lower. User would scroll to see other information

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  20. increase font and/or touch area for easier use on a tablet

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

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