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Stock Selection Guide Tools

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Submit and Vote on Ideas for SSGPlus, CoreSSG and Stock Comparison Guide Apps

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257 results found

  1. Add a Stock Wish List - A list of Stocks to look further into

    It would be great to:
    0) Create a further review stock list
    1) That list could be a portfolio but stocks in a portfolios require that an SSG has been done. Perhaps The Wish List is better in another new list.
    2) Have a check box in the search tool to add a stock to the further review list.
    3) Enter a table of stocks (from a comma separated text list) that have been found outside of the SSG into the further review list
    4) Add a quick preview Data for like one in the stock screen search list.

    I…

    4 votes
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  2. 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.

    4 votes
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  3. Allow user to expand the active window both vertically and horizontally.

    Being able to change the vertical and horizontal limits myself and to fit the parameters per my computer setup, would be a big help. Under "My Studies" you cannot see all the columns at the same time.

    4 votes
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  4. When entering a ticker for a study all studies with that ticker should be on top of the popup list

    After I input a ticker into the box, from quick navigation, all existing studies for that ticker should be displayed at the top of the drop down list. that way if there is an existing study I may want to utilize I can make that choice at that time.

    4 votes
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  5. PERT mouse-over popups

    • On the PERT report use mouse-over popup help text to describe each column header and it's derivation eg when mousing over 'Proj RV' - popup 'Projected Relative Value = Proj PE / Avg PE (Projected)'

    • On PERT report, when hovering over a colored cell use popup help text to describe the condition that triggered the colorization event.

    4 votes
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    2 comments  ·  SSGPlus  ·  Admin →
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  6. 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.

    4 votes
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    0 comments  ·  CoreSSG  ·  Admin →
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  7. Current Assets vs. Current Liabilities

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

    4 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  8. On the Portfolio and Studies page, let portfolio view extend across user's screen to reduce scrolling

    On the Portfolio and Studies page, user has to scroll back and forth to view the entire portfolio table. There is a lot of wasted blue space to the left and right of the portfolio view. It would be helpful if the view wasn't fixed to a specific width, but used responsive design to allow it to expand to fit the entire browser window width per the user's own computer and browser width preferences. Because the row headings are fixed, once user scrolls to the right, you don't know what stock you're looking at for the right side columns.

    4 votes
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  9. Save featured list

    I ran a screen and then reviewed each screen item using the preview option. On the ones I was interested in, I selected "Save to filter list" (see screenshot immediately below). Next, I opened the filtered list (see second screenshot "Show Filtered Items" below in green).

    Based on the online training videos I watched, I think "Show Filtered Items" below in green is fairly new. I really like the feature, but would like to be able to save my filtered list for viewing later. Is there a way to do this?

    4 votes
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  10. Have option for viewers in webinar to work online with presenter

    So the viewers would work on a SSG along with the presenter as a way of becoming familiar with navigating the SSG platform and making judgements, reinforcing the learning process.

    4 votes
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  11. Have a pop-up dialog box on the Notes 'Delete Note' button that asks "ARE YOU SURE YOU WANT TO DELETE THIS NOTE?"

    Have a pop-up dialog box on the Notes 'Delete Note' button that asks "ARE YOU SURE YOU WANT TO DELETE THIS NOTE?"

    4 votes
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  12. Add PEGy to the SSGPlus

    Add the value for PEGy as PEGy = PE ratio / (Projected Earnings Growth + Dividend Yield) to account for companies that pay dividends.

    4 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  13. Make columns selectable in portfolio summary report

    allow user to add/hide columns in the portfolio summary report and have them saved by user or (ideally) by portfolio

    4 votes
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  14. Add a diversification report for EPS Growth Rate (like myiclub).

    Would like to be able to have a table and chart that groups the EPS growth rate ranges that match the expectations for small (>12%), medium (7-12%) and large companies. (5-7%) And please match the colors to the revenue diversification report.

    4 votes
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  15. Enable moving a study to a different portfolio

    It would be helpful if I could move SSGs from one portfolio (e.g., All Studies) to a different portfolio (e.g., Club Stocks or Club Ideas).

    4 votes
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  16. Show result in "Determine Sales 5 Year Forecast" pop-up box

    Unlike the forecast EPS box, where results can be seen before clicking on "Update Study," the results of entering the % change in the Sales Forecast box aren't seen until AFTER clicking on "Update."

    4 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  17. Toolkit 6 "Portfolio Management Overview" (from the Home Page) Non-Existent on Core or Plus SSG

    I really don’t like the on-line version of the SSG (Core and Plus). Doesn’t have a Portfolio Overview (accessible from the Home Page on Toolkit 6) which has columns for Risk/Reward and Projected Relative Value – side by side. Portfolio Management with the on-line SSG is nonexistent and very cumbersome. The Projected Relative Value is buried in the SSG Plus under the “Ratios” Tab. (FYI: I use Projected Relative Value to modify my High & Low P/E’s when it reads under 80). I don’t bother with projecting Trend Lines. On Toolkit 6: I simply enter my modified projected EPS on…

    4 votes
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  18. 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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    0 comments  ·  SSGPlus  ·  Admin →
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  19. Member's Sentiment

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

    3 votes
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  20. 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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    under review  ·  1 comment  ·  File Manager  ·  Admin →
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