We have two pages of stocks. When updating EACH file on the second page, file manager auto-reverses to page 1. Very annoying to have to "go back" to page 2 after each one.

The update for data and prices should be in the same order on the "Refresh Portfolio" dialog box on the Portfolio page and the "Refresh Data From Data Service" dialog box on the SSG. Please see attached .pdf.

I would like to see pie charts for portfolio sectors and size.

Allowing locking of data on an SSG to prevent accidental updates if more than 1 SSG on a company. Some keep a separate SSG for each addl buy of a co. Locking would prevent accidental updating of that SSG.

For example:
Research (the heading tab)
EPS estimates
----------------- Yahoo (linked to section with EPS estimates)
----------------- Reuter (etc)
Competitors
----------------- Yahoo (linked to section with EPS estimates)

This would serve to prompt the analyst to go to the better sites to consistently get quality information on the topic of interest.

Add a graph in the SSGPlus to see 10 years of payout values

Warren Buffett states that when he and Charlie buy common stock for Berkshire they approach the transition as if they are buying into a private business. They look at the economic prospects of the business, the people in charge of running it, and the price they must pay. (see The Essays of Warren Buffett by Lawrence A. Cunningham, Second Edition, p 77) BI does good with teaching about how to in economic prospects and if the price is right, but we need more information on management. How do we research that? Thanks.

Allow the user to add future years or quarters of data to their SSG that is saved online.

pre-select the bottom of the quarterly data table so the most recent data is immediately in view.

Show not only yearly high and low prices but also yearly closing prices and draw a line thru them

It would be helpful if the notes could be printed from the note window without having to send them to Microsoft Office Quick Notes or One Note.

When you are in a new study, decide you want to go back to Search and don't want to save the study, it doesn't Abandon. You have to either save the study, or go the Library in order for Abandon to be accepted.

Some kind of visual divider between the FY and Q Data for the data displayed on the right side of the EPS Forecast pop-up (PTP Margin, shares outstanding, etc.) would make this data a little easier to read.

Limit the Quarterly Data X-axis scale to 50% so the plots will not be compressed, making judgements near 10% data difficult.

Would like the mini graph to show the company name and allow the company description to open up when you hover over the company name.

At the top of Section 3, there is plenty of room on the top line that displays the stock prices. How about adding "Prices current as of: xx/xx/xx". When working on an older study, the original date is shown in the title bar, so it's not necessarily clear that the prices displayed at the top of section 3 are more current than the Study Name/Date.

Toolkit 6 has several good reports and they can be generated by portfolio. Please have SSGPlus have the same.

The Industry Average for R2 on the Stock Comparison Guide shows as a percentage rather than decimal. I'm assuming that 27.3% for an R2 is equivalent to .273.

Save my preferred columns to display when viewing all of my saved studies. Or better yet have a menu of personal saved displays that can be selected from a drop down (like saving a screen search).