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Stock Selection Guide Tools

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262 results found

  1. 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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  2. 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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  3. 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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  4. Report Options/Summary enhancements

    price located next to Buy Below and Sell Above columns.
    Price colored green when it is smaller than or equal to Buy Below price
    Price colored red when it is greater than or equal to Sell Above price.

    3 votes
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  5. Pre-defined screens should allow additional screeing

    Allow pre-defined screens to use additional search criteria, in addition to the values for predefined screens. For example, my club (like many) has too many large and not enough small companies. I love A-List Stocks pre-defined screen, but would like to limit the results to just small companies.

    3 votes
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  6. add the ability to customize the summary report - re-order or delete columns

    Would like the ability to remove columns like shares, total value, or % of portfolio if not used or at least re-order them to the far columns so that the summary report better mimics what it looked like in Toolkit 6 where they weren't even present.

    4 votes
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  7. PERT Report - Add a company size column

    In addition to adding a column for the company size, then highlight the sales or EPS growth rate if it is not meeting the minimum expected growth rate for that company size. This would include projected EPS Growth Rate (and estimated sales growth if that ever gets added.)

    1 vote
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  8. I was wanting to analyze the 10 Year high and low PE to get and average 5 year PE. I know that tool kit did this. Can this be added to the

    I was wanting to analyze the 10 Year high and low PE to get and average 5 year PE. I know that tool kit did this. Can this be added to the SSG PLUS and Core. I have to calculate this manually now.

    3 votes
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  9. To be able to import a Pert study from your club into SSG Plus from a Word document

    SSG Plus will not let me import a club Pert study into my personal Pert portfolio. I have a word document translation that will not translate to a ITK,ITB,MDB format. Its disappointing it would save me a lot of time verse manually creating a different Pert study within my portfolio.

    1 vote
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  10. Prompt that confirms deletion of "Clear Filtered List" in Stock Ideas section.

    One possible way to improve the user experience when using the "Filtered List" of the "Stock Ideas" section is to include a prompt that confirms the user's intention to "Clear Filtered List". This would prevent accidental or unwanted deletion of data and allow the user to cancel or undo the action if needed.

    1 vote
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  11. Portfolio Management Guide (PMG)

    Please provide PMG that helps to adjust High and Low PE
    And also PERT

    Initially, I was unhappy to lose Toolkit 6, but now happy with SSG Plus.

    I appreciate if you can add growth line and 10 year data for dividend growth just like Revenue and EPS growth. Dividend growth helps to determine Shareholder oriented management.

    1 vote
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  12. Add the ability to upload a PDF to the study

    Add the ability to upload a PDF of research to the study and then make it available to send to others.

    3 votes
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  13. All Studies Reports Function

    I would like a Reports Function (icon) to be added to the "All Studies" list.

    I use "All Studies" as my Watch List. Instead of creating a Watch List and adding each new stock from my "All Studies" list, I would like to select the reports function (icon) to display all reports on these stocks.

    6 votes
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  14. Allow selection of multiple portfolios for viewing asset allocation

    Allow selection of multiple portfolios for viewing diversification

    6 votes
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  15. Judgement report

    Add a judgement report that shows the stocks in a portfolio with each of there 5 judgements.

    2 votes
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  16. in the stock search tool

    I think you should be able to filter sales growth earnings growth current P/E p/e to historical p/E based on greater than or less than what ever variable you are looking for. For example if I was searching for a stock to add to my portfolio in the consumer information sector I get 288 stocks then if I narrow that down to say the advertising industry I may want to look at companies that have sales growth greater than say 12%. Presently you can't do that in the results area

    1 vote
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  17. "Quarterly Data" graphs: Add a "most recent 3 years" option.

    "Quarterly Data" graphs: add a "most recent 3 years" option. This is especially important for fast growing, small companies. The first 2 high-performing years often skew the graph, making the recent years graph line appear almost flat. We always look at the pink Trailing 4 Quarters, Pre-Tax Profit % Change. Having a 3 year option would help us to visually see the recent change.

    2 votes
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  18. SSG Printouts Should Mirror the Data Series and Time Periods the User Selected in SSG Plus

    The first page of a printed SSG always shows Sales, Pre-Tax Profit, EPS, Hi/Low Prices, Sales Detailed Estimates and EPS Detailed Estimates regardless of what data the user selects to view in the Legend box of SSGPlus.

    Likewise, the Quarterly Growth Trend Data (when selected for printing) always shows Sales and EPS for TTM and Last 5 Years of Data regardless of what data series or time period the user selected in SSGPlus.

    For example: On SSG Page 1, a user may want to add the Dividends, Total Debt and Shares Outstanding in addition to the usual. Or, the user…

    1 vote
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  19. Add CNBC to Research/Analyst Estimates

    Add CNBC since the site gives a 3-5 yr EPS growth estimate, and a comparison to peers, industry, and the S&P500. This information is lacking on most of the research websites.

    3 votes
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  20. Allow printing of the Search Results

    There should be a way to print the search results to make it easier to research all the companies. It is frustrating to have to enter the criteria multiple times, or print the companies 10 companies at a time.

    7 votes
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