Stock Selection Guide Tools

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  1. 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 →
  2. 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 →
  3. 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.

    0 votes
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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    0 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  7. 1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  8. FFO Data for REITs

    REITs (not for clubs, but of interest to individual investors) generally use Funds from Operations (FFO) instead of EPS. Is there any chance of changing the data feed for REITs?

    6 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  9. 3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  10. Current Assets vs. Current Liabilities

    Are you able to include the CA vs CL ratios to the Ratios Tab?

    3 votes
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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 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.

    0 votes
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    0 comments  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →
  13. make member sentiment columns sortable. It will be easier to eliminate outliers

    make member sentiment columns sort-able. It will be easier to eliminate outliers

    5 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  14. Have only one ticker input field for all studies, like in Toolkit.

    It would be simpler to have only one field for ticker input, that would either pull up all studies in database with that ticker, or allow data input for a new study, as is done in Toolkit. If we are in a portfolio and want to look at a stock that is in the database but not in this portfolio, it is now necessary to go back to "all portfolios" to find the study. The current design is very unwieldy, and an unnecessary inconvenience.

    5 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add a projected sales growth column to the SSGPlus PERT

    It would be helpful to have a new column for projected sales growth in the PERT. This would make it easier to compare the last reported quarter's "Sales % Change" column against each company's projected sales growth rate (as entered on the SSG). The PERT already has this capability for actual quarterly YOY and forecasted EPS growth rates.

    4 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ticker HeatMap - One for each size of company

    To supplement the "Small Company" pre-defined screen, it would be nice to have heat-map option to have a separate heat map for each company size -- Large, Medium and Small. Would still like the overall for all studies.

    7 votes
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    0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
  17. Adjust width and/or delete rows & columns

    The ability for these suggestions would add immense capability to the Stock Screener.

    1 vote
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    0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
  18. 6 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add reference file showing adjusted EPS that takes out the effects of the "2017 Tax Cuts and Jobs Act"

    Under SSG Help / Reference Materials add a file showing adjusted EPS that takes out the effects of the "2017 Tax Cuts and Jobs Act"

    7 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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