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Stock Selection Guide Tools

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252 results found

  1. Please add the ability to add a PDF to the Notes section of the SSGPLUS and SSGCore

    Please add the ability to add a PDF to the Notes section of the SSGPLUS and SSGCORE

    8 votes
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  2. 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…

    8 votes
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  3. 8 votes
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  4. Add numbers to section headers on Analyze Growth and Quality tab

    On the Analayze Growth and Quality tab, add number "1" before Funadmental Data and "2" before Evaluate Management so that they can be referred to as "Section 1" and "Section 2". The Valuation and Return tab includes the numbers for the sections.

    8 votes
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  5. 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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  6. 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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  7. Member Sentiment: Add a PROJECTION STARTING POINT Column

    This is especially important when projecting judgments when the most recent EPSs have dropped considerably. If using the quarterly projection the judgment EPS will be high. If using the trend, the judgment is usually more reasonable.

    7 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  8. Add a projected sales growth column to the SSGPlus PERT

    It would be helpful to have a new column for projected sales growth in the PERT. This would make it easier to compare the last reported quarter's "Sales % Change" column against each company's projected sales growth rate (as entered on the SSG). The PERT already has this capability for actual quarterly YOY and forecasted EPS growth rates.

    7 votes
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  9. Add company statistics to Visual Analysis

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

    7 votes
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  10. Link Research Tab Items to videos describing/explaining their use

    The Research Tab on the SSG is a gold mine of information.
    Often, there are either Stock Up or Ticker Talk videos that explain how to use those Research Tabs.

    Unfortunately, many times I can't find/remember where the videos are that explain how to use some of the Research Tab features. It would be very helpful to have a hyperlink on the Research tab item that links it to the latest video that explains how to use it.

    Ann and Ken could also use the absence of a linkage to identify candidates for future Ticker Talk/Stock Up subjects.

    7 votes
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  11. Save state of legend lines with the SSG study

    Save the state of the legend lines in SSGPlus so that if the study is copied or shared then the end user sees the same view.

    7 votes
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  12. 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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  13. Allow SSG to be created where a ticker is not included in the data feed or from manual data

    I am researching an ADR of a company, which trades OTC. (ex: DKILY, Daikin Industries, a $53B market cap company) I am unable to start an SSG in this company, as the ticker is not found in the data.

    I think there should be a "manual mode" for the SSG, which would be useful not only for OTC companies, but also companies listed on foreign exchanges. It could also be useful as a learning tool, to find and populate the data, in order to become familiar with their meaning and source.

    7 votes
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  14. 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.

    7 votes
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  15. In the past, perhaps with Toolkit version, I believe, for a stock you already own, e.g. Stock A: a) you could enter, for Stock A, the purch

    Decades ago, I believe in Toolkit, you could use current holding, Stock A, enter purchase price, date, current price and date (allowing capital gain calculation if sold), plus your current total tax bracket. THEN Challenge Stock A, taking after tax proceeds and compare to new Stock B... to see projected return 3-5 years later.
    This was EXCELLENT so you can see if just holding Stock A, including unrealized gains, is actually superior to selling A and buying Stock B with after tax amount left.

    7 votes
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  16. 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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  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  ·  Admin →
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  18. Ability to create a portfolio only from the ticker symbol and not have to create an SSG first, then ability to see mini SSG like in Screener

    I'd like to be able to import a list of tickers, or just add a list of tickers manually into a portfolio. Then, have ability to see the section 1 graph like in the screener. (When in SSG graph preview, would like to scroll through all the stocks. Not close the graph, move to next stock to look at graph.) This would be helpful when I a get a list of "best stock ideas" from other places. Or as a volunteer if I am doing a club portfolio review.

    7 votes
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    1 comment  ·  File Manager  ·  Admin →
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  19. 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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  20. Display Pre-Tax Profit on CoreSSG

    Please add the PTP Chart and Line on the CoreSSG. This is fundamental information that helps us determine whether a company is growing.

    The chart should be added between Step 1: Historical Sales and Step 2: Historical Earnings Per Share.

    Then, the PTP Line could be displayed on the Historical Stock Price Review.

    See attached File.

    6 votes
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    0 comments  ·  CoreSSG  ·  Admin →
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