Stock Selection Guide Tools

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  1. Add Defense and Offense Reports

    TK 6 had the Defense and Offense Reports. My new club is using SSG Plus, and I am greatly missing those D&O reports. Defense used to be particularly helpful in keeping us honest on our chartings, as it showed how earnings etc did vs. how we charted - could see trends for over optimisim by some of us etc.

    3 votes
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  2. Notes Default:

    Change the filter for Notes to only My Notes/My Community Notes is automatically checked as on.

    For Staff Notes and Community Notes - the user must check the box to see them.

    3 votes
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  3. Auto-update prices in a portfolio or the whole account

    Add a feature that keeps the studies in a portfolio up-to-date with price updates. This would be a setting. Once set, would the system update the studies daily without user intervention.

    3 votes
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  4. Show upside/downside (U/D) as a column in the list of studies

    Add a feature to show the U/D from the study as a column in the list of studies on the 'My Studies' page.

    3 votes
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  5. 3 votes
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  6. 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?"

    3 votes
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  7. Add the BI top 100 as one more of the filters in the screening tool

    Allow a member to select from the top 100, say 'those above xxx' or 'Morningstar B' etc.

    3 votes
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  8. Notes Default Settings

    With the new notes feature the Staff and Community notes defaults to being on. I recommend that the default be changed to "off" or allow user to set global defaults to their preference. The community notes are often inane and useless.

    3 votes
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  9. 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.

    3 votes
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  10. Increase the font size

    Increase the font size in the data grid and 2nd page (Valuation and Return).

    2 votes
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  11. 2 votes
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  12. 2 votes
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  13. Improved the readability / layout of the Valuation and Return Page (Page 2, back side)

    Provide better visual cues, break up the sections with dividers, apply color blocks, consider increase in font especially in sections 4 and 5.

    2 votes
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  14. Increase the vertical display for the list of studies

    The file list is too vertically limited and the user has to scroll too much to see their studies.

    2 votes
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  15. Is there a way to keep the screen from going out of the portfolio area after opening and closing a stock?

    When I am working on the portfolio or a SSG and I close it, my screen goes back to the entry page and I need to go back into the my studies and then back to the portfolio.

    Thank you.

    2 votes
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  16. Allow clock/time for stock creations & modifications to reflect subscriber's time zone

    Please allow the time clock under the columns "Date Created" "Date Modified" to reflect the subscriber's time zone. I am in the Pacific Time zone & the clock is set for the Eastern Time Zone.

    2 votes
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  17. Show Quality rating

    Could you please show the overall Quality rating for the company, based on the earnings, net profit margin, growth, etc ?

    Thanks

    2 votes
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  18. I understand the SSGs are for finding stocks that fit the BI criteria. What if we could enter the price we paid for a stock to evaluate it

    I understand the SSGs are for finding stocks that fit the BI criteria. What if we could enter the price we paid for a stock to evaluate it going forward. The BUYs HOLDs SELLs are based on the current price, right? If we paid more than the current price, the SSG does't show us the potential in our owned stock. Right?

    2 votes
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  19. Include date on print version Notes and ability to reorder Notes

    Right now it only includes subject and description. The date column would be helpful as you follow the stock over time.

    Also, it would be nice to be able to reorder and/or sort the notes. Sometimes I don't do my research in the order of the SSG but it is easier for club members if I present the information in the logical order of the SSG.

    2 votes
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  20. member sentiment make pop up retain

    It is hard to compare what I have entered and what the member sentiment is averages are. Is there a way to keep the pop-up member sentiment visible while I review and edit my entries.

    2 votes
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