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Stock Selection Guide Tools

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250 results found

  1. Member Sentiment Time Frame

    Add an option to select the last 30, 60 days to the current 90 days of submitted studies.

    11 votes
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    2 comments  ·  SSGPlus  ·  Admin →
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  2. Improve the speed of updating and retrieval

    The refresh speed is very slow. Need to improve speed for updating and retrieval

    9 votes
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    0 comments  ·  CoreSSG  ·  Admin →
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  3. Print Peer Data

    Could you add a print option for the peer graphs? I tried to print the screen but the output showed the graph printed over the SSG so it was unreadable. A printout of some of the peer graphs would be very useful at club meetings.

    7 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  4. Add a timestamp to the Member Sentiment study date so we can tell if a number of studies were done in a short period of time.

    With a timestamp and the study date, we could see if a number of studies were done at essentialy the same time indicating that they were probably all done by the same person or maybe a lot of studies done after an online presentation like Stock Up or Ticker Talk.

    6 votes
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  5. Ability to create a new porfolio based upon results of stock search

    I used the search tool to look for Communication Services companies - it would be nice to be able to create a new portfolio of the companies I found by importing into a new portfolio and then work on refining the SSGs once I get them into the new portfolio

    6 votes
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  6. Add FTM EPS and the average of TTM and FTM EPS to the Valuation and Return section of the SSGPlus

    Add FTM EPS and the average of TTM and FTM EPS to the Valuation and Return section of the SSGPlus similar to what is done in Toolkit 6 in order that users have a reference value to use for their 'Low EPS Forecast' value.

    10 votes
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    3 comments  ·  SSGPlus  ·  Admin →
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  7. Allow price override and also display calculated value in Section 4

    In section 4a or 4b, when entering P/E and EPS values to get calculated prices, there are times when it is appropriate to use some value other than the calculated values. In Toolkit, the calculated values are displayed but crossed out, and the adjusted value shown. I would prfer that action, rather than showing only the adjusted value. If I adjust a price, I still want to be able to see the calculated value I adjusted from.

    13 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  8. Traveling Side Bar

    The Command buttons (File Data Print etc.) on the upper right of the form would be much more convenient if they were located on a tab on the right side. A traveling tab such as in the Online Value Line would be fantastic.

    0 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  9. Export Stock Screens to Excel after running them

    Ability to download or export Stock Screens to Excel for further study without creating a study for each one first

    10 votes
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  10. Ability to create a portfolio only from the ticker symbol and not have to create an SSG first, then ability to see mini SSG like in Screener

    I'd like to be able to import a list of tickers, or just add a list of tickers manually into a portfolio. Then, have ability to see the section 1 graph like in the screener. (When in SSG graph preview, would like to scroll through all the stocks. Not close the graph, move to next stock to look at graph.) This would be helpful when I a get a list of "best stock ideas" from other places. Or as a volunteer if I am doing a club portfolio review.

    7 votes
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    1 comment  ·  File Manager  ·  Admin →
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  11. Add to portfolio tools the Portfolio Report Card similar to TK6's report

    To properly perform portfolio management analysis we need to get portfolio level statistics on TR, PAR, U/D and RV. With that data we can compare individual holds to see which ones are leading the portfolio and which ones are dragging it down. Without the capability the serious portfolio analyst must create a separate spreadsheet, add the company SSG data then aggregate for the portfolio at large.

    6 votes
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  12. Add the fan lines representing 5% to 30% growth as teaching tool and as a visual guide

    Add the fan lines representing 5% to 30% growth as teaching tool and as a visual guide

    20 votes
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    4 comments  ·  SSGPlus  ·  Admin →
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  13. Provide capability for clubs to share their SSGs via a club portfolio that all club members can access.

    Two issues: (1) access by all club members (with SSGPlus subscription) to access club's portfolio and (2) individuals in multiple clubs being able to access one single SSG but in multiple, club-designated portfolios.

    111 votes
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    This item is now in the active planning/architecture stage. There are many use cases for how this could be implemented and, once we launch the first use case, we anticipate functionality to be added for other use cases over time.

  14. 34 votes
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    4 comments  ·  SSGPlus  ·  Admin →
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  15. Export PERT or Portfolio data in CSV or Excel or Numbers format.

    Export PERT or Portfolio data in CSV or Excel or Numbers format.

    36 votes
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  16. Choose a custom name for the PDF file when printing to a PDF

    I use my iPad to complete SSGs. I can print to a PDF, but it always names the files by the TICKER.PDF. This means that I have to write over my previous PDF with every save, or create folders for every version.

    7 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  17. I would like to have a manual for SSG Plus

    I would like to have a manual for SSG Plus

    42 votes
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  18. Is there a way to keep the screen from going out of the portfolio area after opening and closing a stock?

    When I am working on the portfolio or a SSG and I close it, my screen goes back to the entry page and I need to go back into the my studies and then back to the portfolio.

    Thank you.

    2 votes
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  19. 14 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  20. Add SSG summary boxes on Page 2 of the SSG to the print copy

    We're reviewing the new SSGPlus and like the summary boxes on page 2 (Establihing Risk at a Glance and SSG Results Summary). However, they disappear when printing the final SSG. We believe they are helpful when presenting the results to the club. Any plans these boxes can be retained on the completed SSG?? We see this as a big plus for the SSGplus tool.

    11 votes
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