Stock Selection Guide Tools
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Submit and Vote on Ideas for SSGPlus, CoreSSG and Stock Comparison Guide Apps
235 results found
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.108 votes
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.
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.50 votes
This item would require a 100% rewrite of the report’s front-end user interface, given the width of the report.
I would like to have a manual for SSG Plus
I would like to have a manual for SSG Plus40 votes
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
34 votes3 comments · SSGPlus · Admin →
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.33 votes
Allow PERT Total Return Option
Give the user the option to select either High P/E or Average P/E option for viewing or printing a PERT report.32 votes
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
The status of this item is changed from ‘Under Review’ to ‘No Status’ as we have no current plans for adding PVQ as a low price option at this time. This issue is being kept open for voting.
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.28 votes
Add a way to identify portfolio companies in SSGPlus who have had recent earning reports so those companies can be updated.
For new information on companies.24 votes0 comments · SSGPlus · Admin →
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
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 guide20 votes
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 readability18 votes0 comments · SSGPlus · Admin →
Show R-squared values for growth lines
Show r-squared values for growth lines where growth rates are displayed.17 votes
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 votes3 comments · SSGPlus · 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.
Allow for putting in top zone price with out having to calculate what the pe would be to get that. Be able to work the formula backwards.15 votes
I would like to be able to share an entire portfolio with my club members without sharing it one stock at a time.
For example, I have a portfolio of solar energy stocks. I'd like to be able to share that portfolio with just a click rather than go stock by stock. As the club's secretary, I have the club's watch list in another portfolio based on previous "stocks to study" that our club members have done. And, my wife and I are both BI members, so I'd like to be able to share portfolios between ourselves easily. For example, our watch list. And, I want to create a portfolio of great local companies. As it is now, I must create the SSGs, put them in my portfolio, then share them one at a time through email.
For example, I have a portfolio of solar energy stocks. I'd like to be able to share that portfolio with just a click rather than go stock by stock. As the club's secretary, I have the club's watch list in another portfolio based on previous "stocks to study" that our club members have done. And, my wife and I are both BI members, so I'd like to be able to share portfolios between ourselves easily. For example, our watch list. And, I want to create a portfolio of great local companies. As it is now, I must create the SSGs,…15 votes
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.14 votes
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