Report Request: I’d like to request that you add the following SSG stock report value to your existing SSG Report:

Buy price to satisfy US/DS of
3 to 1 and 15% total return:

Currently I manually enter this value into the same spreadsheet that I import the available report.

Instead of closing an ssg to make a comment, allow that while in an ssg

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.

Annoying to hjave to go into file manager to assign stock study to portfolio. Should have multiple access points within program to add this info.

I'd like to be able to print the averages for Member's Sentiment.

Particularly since that page doesn't appear to have changing content its annoying to have to close it when opening the SSGPlus. Add a [x] box to allow going to "your studies" page directly. CoreSSG already has that feature.

To properly perform portfolio management analysis we need to get portfolio level statistics on TR, PAR, U/D and RV. With that data we can compare individual holds to see which ones are leading the portfolio and which ones are dragging it down. Without the capability the serious portfolio analyst must create a separate spreadsheet, add the company SSG data then aggregate for the portfolio at large.

In the search screen, can you provide a way to save the search criteria?

Thanks

When creating a PDF document for the PERT, the created version defaults to alphebatical sorting rather than keeping the sort order chosen. The attached file was created with sorting on the UD ratio but that sort did not remain. I'm looking at this as an error reporting issue rather than a suggestion as I feel like it may be an oversight.

Large "Note" section so we can copy and paste an article on the company. Also we could paste an URL into the "Notes".

I used the search tool to look for Communication Services companies - it would be nice to be able to create a new portfolio of the companies I found by importing into a new portfolio and then work on refining the SSGs once I get them into the new portfolio

There should only be one field for entry of the ticker. If the company is in the user's database, it should be listed for selection, as it is now. In addition to the company name, there should also be an optional choice to load a new datafile. Having a separate field for entering the ticker for a new company should be unnecessary.

Add a date stamp to portfolio display that shows when I last updated an SSG study, i.e. change judgement, so that I know how old my study is. The current Modified Date changes with price and data updates and does not reflect when I last studied the SSG.

The Morningstar fields from the Search Criteria are helpful, and would be even more useful if they can be reflected on the SSG...perhaps in the company info, or on the right side or as a pop-up window.

Expand the Summary of Potential Return and Total return to include an automatic comparison to the member sentiment results.

Add the ability to select a stock and then show the portfolios that stock belongs to and the number of shares.

will be a good idea to see dividend growth since div+growth is in foundation of NAIC ideology. Personally, I like to see low div yield next to high div yield.

e.g: sales growth / high - low PE. The idea is to be able remember the reasoning, to see which inputs where taken into account, where they came from, what numbers were used, etc.

The ability for these suggestions would add immense capability to the Stock Screener.

Are you able to include the CA vs CL ratios to the Ratios Tab?