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Stock Selection Guide Tools

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253 results found

  1. 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

    1 vote
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  2. SSG Printouts Should Mirror the Data Series and Time Periods the User Selected in SSG Plus

    The first page of a printed SSG always shows Sales, Pre-Tax Profit, EPS, Hi/Low Prices, Sales Detailed Estimates and EPS Detailed Estimates regardless of what data the user selects to view in the Legend box of SSGPlus.

    Likewise, the Quarterly Growth Trend Data (when selected for printing) always shows Sales and EPS for TTM and Last 5 Years of Data regardless of what data series or time period the user selected in SSGPlus.

    For example: On SSG Page 1, a user may want to add the Dividends, Total Debt and Shares Outstanding in addition to the usual. Or, the user…

    1 vote
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  3. in the stock search tool

    I think you should be able to filter sales growth earnings growth current P/E p/e to historical p/E based on greater than or less than what ever variable you are looking for. For example if I was searching for a stock to add to my portfolio in the consumer information sector I get 288 stocks then if I narrow that down to say the advertising industry I may want to look at companies that have sales growth greater than say 12%. Presently you can't do that in the results area

    1 vote
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  4. Portfolio Management Guide (PMG)

    Please provide PMG that helps to adjust High and Low PE
    And also PERT

    Initially, I was unhappy to lose Toolkit 6, but now happy with SSG Plus.

    I appreciate if you can add growth line and 10 year data for dividend growth just like Revenue and EPS growth. Dividend growth helps to determine Shareholder oriented management.

    1 vote
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  5. Prompt that confirms deletion of "Clear Filtered List" in Stock Ideas section.

    One possible way to improve the user experience when using the "Filtered List" of the "Stock Ideas" section is to include a prompt that confirms the user's intention to "Clear Filtered List". This would prevent accidental or unwanted deletion of data and allow the user to cancel or undo the action if needed.

    1 vote
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  6. To be able to import a Pert study from your club into SSG Plus from a Word document

    SSG Plus will not let me import a club Pert study into my personal Pert portfolio. I have a word document translation that will not translate to a ITK,ITB,MDB format. Its disappointing it would save me a lot of time verse manually creating a different Pert study within my portfolio.

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  7. PERT Report - Add a company size column

    In addition to adding a column for the company size, then highlight the sales or EPS growth rate if it is not meeting the minimum expected growth rate for that company size. This would include projected EPS Growth Rate (and estimated sales growth if that ever gets added.)

    1 vote
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  8. upgrade SSG+ for industry/sector comparisons

    If possible, I would like to see on the analyze growth and quality tab where you could compare overall sales/eps growth of their perspective industry and sector for comparisons. Also, a industry/sector tab that shows how industries and sectors are trending.

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  9. Add Sales Growth Trend to box when entering Sales Growth Forecast

    I often look at the trend percentages when determining my sales growth forecast. Going to Preferred Procedure is awkward. Please move or duplicate the data when at screen to enter the sales growth forecast.

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  10. 1 vote
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  11. Allow notes to use fonts and bullets

    I would love to use Notes to add information, rationales and concerns on stocks but unfortunately the lack of fonts makes it hard to read. I use word but it would be great if I can keep the same info attached to the stock ssg..

    1 vote
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  12. User customizable research links

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

    0 votes
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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 0 votes
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  20. 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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