Stock Selection Guide Tools

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  1. On the Portfolio and Studies page, add column: number of shares

    In the portfolio view on the Portfolio and Studies page, please consider adding a column showing the number of shares for a particular holding. It would make it much easier to replace old SSGs with new ones in an existing portfolio, and check your data, if you could easily see the number of shares for the old SSG. Toolkit does this via a special window.

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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
  2. Re-name stock search page to 'Stock Ideas' page

    While the Magnifying glass icon link to the page says 'Stock Ideas', the page title doesn't - it's inconsistent.
    Actually there doesn't seem to be a page title, unless it's 'Search for a company'. but that's not really what the page does.
    'Search for a company', 'Search Criteria', etc are good for parts of the page, but 'Stock Ideas' is a better name for the page itself.
    It's even the name of the drop-down category in this feature request section. So maybe that's what the developers call it??

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    0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add ability to create personal data backup for portfolios

    I would like to have a personal data backup for my portfolios so that if a portfolio gets corrupted I can restore the file.

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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add company size to heatmap

    add a company size indicator to heatmap

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    0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  8. Redesign look and feel to respond to screen size

    Redesign all pages of all tools to respond to the screen size (responsive design). Large screens can see more content and content is still functional and viewable on mobile.

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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  9. Have option for viewers in webinar to work online with presenter

    So the viewers would work on a SSG along with the presenter as a way of becoming familiar with navigating the SSG platform and making judgements, reinforcing the learning process.

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    0 comments  ·  Training / Education  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add quarterly data to book values for banks.

    Otherwise we are working with old Q data for book value and current Q data for the other info. We can go to the banks reports for this info but since Mstar likely already has it in their data banks they should be able to add it and save us the extra work.

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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make the data date show the quarter and year on the SSG yr over yr Qtr report like Toolkit used to do. Ex: 4th Qtr 2019

    Currrently the Quarterly info box says for example MSFT FY 2020 Qtr ending (06/20). I think this would be the 4th quarter for them since their fiscal year ends in June. So is this 4th 2020 & they are already starting 2021?

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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  12. Payout ratio

    Include payout ratios based on free cash flow and EPS, as advised by the January 2020 speaker

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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  13. When making manual changes to data change the color of the changed data so it can be quickly recognizes as changed

    We can tell the data is changed by the checkmark but we do not know which data in the qtr or year has been changed. If the color of the data was another color one could tell at a glance which data point had been changed without digging back through the notes.

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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add PEGy to the SSGPlus

    Add the value for PEGy as PEGy = PE ratio / (Projected Earnings Growth + Dividend Yield) to account for companies that pay dividends.

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  15. Add Feature to Portfolio Reports Screen: show the "Buy price to satisfy US/DS of 3 to 1 and 15% total return" shown in each SSG Plus study

    Could you add another column to the portfolio Reports screen that shows the following SSG Results Summary item called: "Buy price to satisfy US/DS of 3 to 1 and 15% total return:" This is generated on each SSG Result Summary table in part 5 of each SSG. You currently only show the "Buy Below" and "Sell Above" price in the Reports screen but it would be nice to know the 15% price of all the stocks shown in the portfolio reports screen. I would basically be using it as my pounce list or know when a current holding is at…

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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  16. Instead of using the estimated future high PE, using the estimated future average PE would provide a more realistic expected total return

    Our club uses the expected average PE and resulting return in deciding on whether to buy . It would be helpful to continue noting that in a form comparing all stock owned.

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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ask to auto complete an SSG like Toolkit

    This would also help when quickly building a portfolio and to know if a company is viable.

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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  18. Share Pert Report files

    It would be great to be able to share Pert Report files with Club members electronically, similar to sharing itk files.

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  19. User customizable research links

    Allow the user to add and save their preferred research links to add to the list of research websites.

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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add the capability to be alerted/emailed when new data for saved SSG's is available

    Allow portfolios or studies to be flagged to receive alerts when new fundamental data is available after a reporting period.

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