Stock Selection Guide Tools

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  1. "Quarterly Data" graphs: Add a "most recent 3 years" option.

    "Quarterly Data" graphs: add a "most recent 3 years" option. This is especially important for fast growing, small companies. The first 2 high-performing years often skew the graph, making the recent years graph line appear almost flat. We always look at the pink Trailing 4 Quarters, Pre-Tax Profit % Change. Having a 3 year option would help us to visually see the recent change.

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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 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 →

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  3. 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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  4. Weight the Heat Map studies

    To make the chart more relevant to the present, consider weighting the studies with more emphasis on the most recent past.

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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

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  5. increase font and/or touch area for easier use on a tablet

    optimize the display for easier visibility and less scrolling, pinching and zooming

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  6. Increase the size of the graph on the Visual Analysis page (front side - page 1)

    increase the size of the graph by moving other screen elements lower. User would scroll to see other information

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  7. Show “Study Count” for “All Studies” and “Studies Not In A Portfolio”

    Add the ability for “All Studies” and “Studies Not In A Portfolio” to also have a “Study Count” like the individual portfolios.

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  8. Traveling Side Bar

    The Command buttons (File Data Print etc.) on the upper right of the form would be much more convenient if they were located on a tab on the right side. A traveling tab such as in the Online Value Line would be fantastic.

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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

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

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  10. 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.

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

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  11. 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.

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  12. 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.

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  13. 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.

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  14. 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.

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  15. Ability to pick one or more SSGs/studies from the list of existing studies and add them directly to a portfolio.

    The user would view their list of SSGs/studies and select them then click 'add to portfolio' and identify an existing or new portfolio.

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

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  16. Create SSGPlus 'Non-Study' view

    This would be a pared-down view by removing the judgment-related components but also generally retaining the overall layout. Also, perhaps some of the data or components could be compressed into more of a dashboard-like style. For example, the Analyze Growth tab could stay the same but the judgment components would be hidden and sections 4 and 5 of the Valuation tab could be replaced with a dashboard. The added benefit of this is it could aid the members who do quick, high-level research by scanning for companies to invest in.

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  17. Show suggestions for peers

    When picking a peer, show suggestions from a list of companies in the same industry and of the same 'size'.

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  18. Make columns selectable in portfolio summary report

    allow user to add/hide columns in the portfolio summary report and have them saved by user or (ideally) by portfolio

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  19. Add a 'Select All' button to select all studies on a page

    This can be used to better select studies for deletion

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  20. ID all non-trading tickers in the study list

    This can help users clean up their study lists.

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