Stock Selection Guide Tools

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  1. Provide notification/burst/highlight when quarterly and annual data updates have occurred and are available in the SSG.

    Provide notification/burst/highlight when quarterly and annual data updates have occurred and are available in the SSG.

    9 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  2. Improve the speed of updating and retrieval

    The refresh speed is very slow. Need to improve speed for updating and retrieval

    9 votes
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    0 comments  ·  CoreSSG  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add the high PE AND average PE compound annual return to the portfolio summary report.

    In the portfolio report summary add both the high PE compound total return and the average PE compound total return.

    9 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. Export Stock Screens to Excel after running them

    Ability to download or export Stock Screens to Excel for further study without creating a study for each one first

    9 votes
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    3 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  5. Be able to set target buy price based on PAR in addition to TR

    Add to existing "SSG Results Summary", just above the "Closing Price" line, a section that computes "Buy price to satisfy US/DS of 3 to 1 and <variable target return that can be entered> on projected average return.

    9 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  6. The two date columns in the list of stocks should be more informative

    By default, the original date of the study is added to the name of the stock, so there is no need to show it in a separate column. The much more relevant dates are the Most Recent Price and the Judgment Date, which would be the last date in which any of the judgment items are modified. It would also be helpful to see the Most Recent Quarter date. All three of these dates are available and select-able in the Library listing. Let the user select the one or two preferred dates to be displayed.

    9 votes
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    2 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
  7. 8 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  8. Enable searching on zones for completed SSGs so you can quickly identify stocks that have entered buy or sell zones.

    In the display of one’s studies, there’s a column that shows whether or not the SSG is complete. Why not show which zone the stick is in? The answers would be Buy, Hold, Sell, or Incomplete.

    8 votes
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
  9. Member Sentiment

    Sentiment includes multiple files from same member doing "what if" stuff, not reflecting actual opinion on judgments. Also need to add judgments on PTPM, taxes and # shares. Suggest adding button for analyst to "post" her/his "best and final" SSG for inclusion into the Member Sentiment. Default being not included.

    8 votes
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    2 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  10. Computerize The Stock Challenge Tree

    BI has a hard copy of The Stock Challenge Tree. Toolkit has or had an excellent computerized version.

    7 votes
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  11. Print Peer Data

    Could you add a print option for the peer graphs? I tried to print the screen but the output showed the graph printed over the SSG so it was unreadable. A printout of some of the peer graphs would be very useful at club meetings.

    7 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ticker HeatMap - One for each size of company

    To supplement the "Small Company" pre-defined screen, it would be nice to have heat-map option to have a separate heat map for each company size -- Large, Medium and Small. Would still like the overall for all studies.

    7 votes
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    0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
  13. Enhance PDFs to show all plots.

    When I make a PDF to print or share, extra plots, such as dividends or shares outstanding, are eliminated. It would be greatly beneficial to maintain all plots and their positional relationships as I have them in the SSG Plus graph.

    7 votes
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    4 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  14. Include in SSGPlus report printout the info that is on the page 2 screen on target price that meets both MARR = 15% and USD 3.0:1

    Good addition to the SSG, needs to be on the printout. Currently I have to cut/paste into notes.

    7 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  15. Choose a custom name for the PDF file when printing to a PDF

    I use my iPad to complete SSGs. I can print to a PDF, but it always names the files by the TICKER.PDF. This means that I have to write over my previous PDF with every save, or create folders for every version.

    7 votes
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  16. Highlight data changes

    When data is updated (not stock price) highlight the ticker. Keep that ticker highlight until the user 'clears' the message. That way users are notified when changes are made to data and reminded to review new information.

    7 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow outliers to be chosen in the Peer graph display

    Allowing outliers to be selected in the peer graph display will allow the graph to rescale based on displayed data and will recalculate the growth rates/averages that are displayed.

    7 votes
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  18. A new column that shows Annual Return for every SSG under the Studies tab in the Portfolios and Studies section

    This feature would add a new Column called Total Return and display the Compound Annual Return using high P/E from the SSG.

    This way when there are hundred SSGs or more, they can be sorted by the Total return to see what your top candidates are.

    7 votes
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
  19. Include more data on Stock Comparison Guide Report

    Replace many of the P/E lines with the ratios that are currently choices in the user choice lines. Add a return on capital ratio.

    7 votes
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    1 comment  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add company statistics to Visual Analysis

    Show company information, sector/industry, shares, debt, insider/institutional ownership on front page.

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