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Stock Selection Guide Tools

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Submit and Vote on Ideas for SSGPlus, CoreSSG and Stock Comparison Guide Apps

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262 results found

  1. 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.

    0 votes
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  2. Show upside/downside (U/D) as a column in the list of studies

    Add a feature to show the U/D from the study as a column in the list of studies on the 'My Studies' page.

    3 votes
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  3. Auto-update prices in a portfolio or the whole account

    Add a feature that keeps the studies in a portfolio up-to-date with price updates. This would be a setting. Once set, would the system update the studies daily without user intervention.

    6 votes
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  4. Show horizontal scroll at the bottom of the My Studies list

    I like the SSG library but find it difficult to maneuver through the list. It would be helpful if a horizontal scroll bar was visible all the time instead of having to scroll to the bottom of the list to see the other columns.

    3 votes
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  5. 15 votes
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  6. Save state of legend lines with the SSG study

    Save the state of the legend lines in SSGPlus so that if the study is copied or shared then the end user sees the same view.

    7 votes
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  7. Lock Company Quality Source and Rating:

    Provide a Lock for Company Quality Source and Rating to provent update changing your input.

    2 votes
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  8. Notes Default:

    Change the filter for Notes to only My Notes/My Community Notes is automatically checked as on.

    For Staff Notes and Community Notes - the user must check the box to see them.

    3 votes
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  9. Add a separate "My First Cut" tab formatted with First Cut questions that can be shared along with an SSG

    The SSG is a multiple choice, fill in the blank form without explanations. The First Cut provides supportive information on your rational - an essay to support your selections in the SSG. This tab would not need to have repetitive information like the header info of the current FC but offer an opportunity for explaining the "why" questions supporting SSG decisions. Sharing this with clubs along with your SSG would help them understand your judgments.

    5 votes
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  10. Add Defense and Offense Reports

    TK 6 had the Defense and Offense Reports. My new club is using SSG Plus, and I am greatly missing those D&O reports. Defense used to be particularly helpful in keeping us honest on our chartings, as it showed how earnings etc did vs. how we charted - could see trends for over optimisim by some of us etc.

    9 votes
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  11. Please make it so that the R squared, PEG, and Relative Value % PRINT out on the SSG.

    These are on the Toolkit when it is printed and they are very useful to have them visually when a company is being discussed in a group.

    16 votes
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  12. A new column that shows Annual Return for every SSG under the Studies tab in the Portfolios and Studies section

    This feature would add a new Column called Total Return and display the Compound Annual Return using high P/E from the SSG.

    This way when there are hundred SSGs or more, they can be sorted by the Total return to see what your top candidates are.

    15 votes
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  13. Projecting the Future Stock Price

    Add a second (or optional) calculation to the second page of the SSG to use the Price/Sales (P/S) ratio and the forecasted sales growth to calculate the forecasted stock price over 5 years. This will provide another metric to quantify the increase in the stock price.

    2 votes
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  14. I would like to see options to the first or third page of the SSG PRO graph lines that would display over time the Stock Price/ Sales ratio.

    I recommend graphs be added to the SSG's to show , over time, the flow of the following ratios: Stock Price/Sales (P/S), Stock Price/Free cash flow (P/FCF) or (P/CF), and Debit/Equity. Plotting these points would help materially in selecting quality stocks.

    5 votes
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  15. Outliers & Historical P/Es

    When one excludes an EPS in Section1, it is likely the High and Low EPS will be outliers in Section 3- automatically exclude them. Additionally/Alternatively allow the user to exclude P/Es in the historical graph. Right now FB and SBUX 10-year historical graphs are pretty useless due to one or more year have extremely high P/Es.

    1 vote
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  16. On the Research , Analysts Estimates, since Zacks supplies the data to NASDAQ can the NASDAQ entry be labeled to indicate that?

    Category Research: Inform the user that Zacks data is duplicated on the NASDAQ site by the link name.

    1 vote
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  17. Save featured list

    I ran a screen and then reviewed each screen item using the preview option. On the ones I was interested in, I selected "Save to filter list" (see screenshot immediately below). Next, I opened the filtered list (see second screenshot "Show Filtered Items" below in green).

    Based on the online training videos I watched, I think "Show Filtered Items" below in green is fairly new. I really like the feature, but would like to be able to save my filtered list for viewing later. Is there a way to do this?

    4 votes
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  18. Add company size to heatmap

    add a company size indicator to heatmap

    1 vote
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  19. Link Research Tab Items to videos describing/explaining their use

    The Research Tab on the SSG is a gold mine of information.
    Often, there are either Stock Up or Ticker Talk videos that explain how to use those Research Tabs.

    Unfortunately, many times I can't find/remember where the videos are that explain how to use some of the Research Tab features. It would be very helpful to have a hyperlink on the Research tab item that links it to the latest video that explains how to use it.

    Ann and Ken could also use the absence of a linkage to identify candidates for future Ticker Talk/Stock Up subjects.

    7 votes
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  20. Add labels 'R','S','T' to quarterly data columns

    Add letter labels to the columns to make it easier to direct people's attention to the proper column.

    1 vote
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