Stock Selection Guide Tools

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  1. Screener Preview Data Graph Order

    When you select a column to sort screener results by and then do into Data Preview, the order of the companies remains alphabetical. I'd like the order of companies to be in order of the column I sorted by.

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  2. Highlight data changes

    When data is updated (not stock price) highlight the ticker. Keep that ticker highlight until the user 'clears' the message. That way users are notified when changes are made to data and reminded to review new information.

    4 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add revenue ranges to the Size Diversification Report

    The current size definitions for small, medium, and large companies are not easily located. Add a legend to the Size Diversification Report that explains the revenue range for each size.

    2 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  4. 3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  5. tab for stock high price

    you should have a tab for directly inputting the stock high price because if the stock has no prior earnings, it is impossible to get a sensical high p/e forcast, ie ROKU. We expect earnings in the future but cannot use the SSG because of this problem

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 6 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  7. When data is changed, keep that data Highlighted

    When I unlock and change quarterly, or annual data, keep that data cell highlighted so it can be easily identified when reviewing the data later on.

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  8. Enhance the Notes Table in SSG Plus to show the notes with new-lines and spacing as formatted when entered.

    One issue I have with the site is that the notes are very hard to read. Would it be possible for you to add some code that provided the same "new-line" and "space" formatting as was entered in the table of notes in SSG?
    (Please note that I realize that the note is displayed correctly in the pop-up box if I click on the note in the table)

    Here is an example of what I am talking about. I would prefer that notes in the notes table appeared as I entered the note.

    Here is how the text appears in…

    3 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add the high PE AND average PE compound annual return to the portfolio summary report.

    In the portfolio report summary add both the high PE compound total return and the average PE compound total return.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  11. PERT Report. Allow 'data' to be put into a CSV report allowing user to massage the data.

    Allow data from the PERT report and Summary to be 'exported' to excel or CSV file for user manipulaton

    3 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add "Freeze Header Pane" on Pert Report in online tool

    Please freeze/lock the column titles on the Pert Report so that it makes it easy not to lose place when scrolling up/down and left-to-right through the companies. Company names are locked on left hand side of sheet; Please lock upper column titles. Thank you.

    6 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  13. Member sentiment report

    When utilizing the member sentiment I often find variable number of judgments that are clearly outliers. Recently in SBUX I saw a High PE's of 1582, a number of Payouts above 1500 (yes 1500), and a number of low PE's over 900. the unedited averages were High PE 45.8, Lo PE 163.9, payout of 876, with a potential return of 43.8. Really?

    With 493 studies (could these really be called studies?) it is very labor intensive to go through the studies line by line to remove the outliers. There must be a way to throw out judgements that vary to…

    1 vote
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  14. List what quarter of the fiscal year is being reported beside the date.

    We would like to be able to complete our quarterly reports forms more easily from the OLT. One data point missing is the number of the quarter of the fiscal year being reported. (ex: Q4 6/30/17) Would also like to see projected relative value on the SCG. (Which is a great tool BTW.)

    9 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow the user to select either % high total return or % average total return for reports

    In the report summary allow the user to select either the compound total return using the high PE OR the CTR using the average PE.

    2 votes
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    1 comment  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  16. On the 'Compare Peers' page, legend/graph colors should be consistent from one tab to the next

    When moving from one tab to the next on the comparing peers screen it would be a lot easier if the graphs for each of the peers was always the same color.

    37 votes
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    under review  ·  8 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add the ability to have a cash account in your portfolio

    Have a "ticker" for cash that can be included in portfolios and reports

    6 votes
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    planned  ·  1 comment  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  19. Show which companies have new data since my last data update.

    One helpful feature of Toolkit 6 is that it shows which companies have updated data since my last data update, i.e. companies that have had quarterly earnings releases. That indicates which companies I need to re-study. Otherwise, it is not evident which companies need re-study.

    9 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  20. Create a One Click method to export .SSG , .ITK .PDF files directly to OCA's FILE STORAGE.

    Create a One Click method to export .SSG , .ITK .PDF files directly to OCA's FILE STORAGE.
    this would eliminate the 2 step process of first exporting to download folder, then opening OCA to 'upload'.
    This would be a similar process to the webinar registration's "one click' method to add a webinar to your calendar.

    1 vote
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    1 comment  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
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