Stock Selection Guide Tools

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  1. 106 votes
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    under review  ·  11 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    100 votes
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    6 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →

    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.

  3. 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.

    42 votes
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    3 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  4. I would like to have a manual for SSG Plus

    I would like to have a manual for SSG Plus

    40 votes
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    under review  ·  5 comments  ·  Training / Education  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add the 52 week High and Low PE to Section 3 Price Row.

    The current wording 'High This Year and Low This Year should also be retitled to 52 Week High and Low respectively.

    32 votes
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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  7. Be able to select PVQ as the low price

    Show the Price Variant Quotient (PVQ) as a select-able option for the Low Price i section 4. Presently an often used feature in Toolkit.

    30 votes
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    5 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  8. 28 votes
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    3 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  9. Under the Research/BetterInvesting/Member Sentiment Tab: set the "Average" row to be viewable without having to scroll to the bottom of pag

    Under the Research/BetterInvesting/Member Sentiment Tab: set the "Average" row to be viewable without having to scroll to the bottom of page. So, if, for example, only the top ten forecasts were selected, the average would show without scrolling; or if all forecasts were selected, the average would show without scrolling.

    26 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  10. Be able to set variable target rate of return (based on company's revenues).

    Right now SSGplus hardwired to 15% for all size companies (see "SSG Results Summary".

    24 votes
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    5 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  11. Revise the layout of the "Determine Low Price - Next 5-Years" window

    The top choice "Your Low Stock Price Forecast" should be the last choice instead of the first. Users are prone to complete this and ignore the remaining options. If the 2nd choice , Low PE area is not completed, the Total Return using the Average PE in Section 5 can adversely be affected. Additionally, add "Update" to the the TTM EPS in the second area.
    A better title for the field may be "Determine Low P/E and Selected Low Price". See the attached for a layout suggestion.

    20 votes
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    3 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    18 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  13. Clean up the PDF feature for PERT.

    PERT in PDF format has no colors, cannot be sorted, has no header on the second and following pages, column widths are too small to display data correctly, percent sign usage is inconsistent (% should be eliminated), company name does not need to appear twice, and a fixed two or three line box for each equity would improve readability

    18 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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

    17 votes
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    3 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  15. Timely Stock price data feed

    Currently I can get accurate closing prices and updates using TK but not the SSG+ which is a whole day behind. Can this timeliness be improved?

    16 votes
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    3 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

    Changed from ‘under review’ to ‘no status’ as we have no current plans to pursue intra-day pricing. In our review so far we have not discovered a service that will provide intra-day pricing without raising our data services costs dramatically. This issue is being kept open for voting.

  16. 15 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  17. 15 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  18. Show R-squared values for growth lines

    Show r-squared values for growth lines where growth rates are displayed.

    14 votes
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    3 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  19. 14 votes
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add a display to show 5 year growth rates

    In addition to the 10 year growth rates shown for key fundamental data, add a display for 5 year growth rates as well.

    13 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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