Stock Selection Guide Tools

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  1. Add a separate "My First Cut" tab formatted with First Cut questions that can be shared along with an SSG

    The SSG is a multiple choice, fill in the blank form without explanations. The First Cut provides supportive information on your rational - an essay to support your selections in the SSG. This tab would not need to have repetitive information like the header info of the current FC but offer an opportunity for explaining the "why" questions supporting SSG decisions. Sharing this with clubs along with your SSG would help them understand your judgments.

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

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  2. Report Request: Add Buy price to satisfy US/DS

    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.

    4 votes
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    1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Enable adding comment while inside an ssg

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

    4 votes
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    0 comments  ·  CoreSSG  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Add ability to assign stock study to a portfolio and add # shares etc while in study mode.

    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.

    3 votes
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  5. Member's Sentiment

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

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Make the "Welcome to the Stock Selection Guide!" an optional default open page (like on CoreSSG).

    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.

    3 votes
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Add to portfolio tools the Portfolio Report Card similar to TK6's report

    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.

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Feature to save the Search criteria

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

    Thanks

    3 votes
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    0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →

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  9. PERT Report Sorting defaults to alphabetical in PDF - an error issue?

    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.

    3 votes
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  10. Notes

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

    3 votes
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    2 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Ability to create a new porfolio based upon results of stock search

    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

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Quick Navigation should be simplified.

    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.

    3 votes
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  13. Date stamp for SSG study date/update.

    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.

    3 votes
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  14. Add the 3 Morningstar grades from the Search Criteria to 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.

    3 votes
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  15. Summary of Potential Return

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

    3 votes
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  16. Show portfolio(s) for individual stocks

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

    3 votes
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  17. dividend growth

    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.

    3 votes
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  18. Include (text) fields to explain (remind) the logic used in the calculations, e.g.: the forecasted EPS

    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.

    3 votes
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  19. Adjust width and/or delete rows & columns

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

    3 votes
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  20. Current Assets vs. Current Liabilities

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

    3 votes
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