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Stock Selection Guide Tools

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265 results found

  1. 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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  2. Add Button for 80% of Current Price

    I use the 80% of current price for my low price selection. I would like to have a button to select the 80% of current price like Toolkit does and have it update the low price on the SSG each time the price update changes on the stock.

    4 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. 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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  7. Member's Sentiment

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

    3 votes
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  8. 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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  9. 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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  10. 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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  11. 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  ·  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. Add an option to the FILE menu to allow for "Add to a Portfolio"

    When completing a study that we want to add to an existing portfolio or watch list, it would be helpful (and simpler) if the user could do that directly from the study, instead of having to return to the list of portfolios and then edit the portfolio to add the stock.

    3 votes
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  14. Graphical Stock Comparisons

    Would be nice to be able compare two or more companies graphically for their stock performance for a given time horizon, say 1, 2, 3 or 5 years. (A picture is worth a thousand words).

    3 votes
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    Evaluating a company strictly on price performance is not the primary purpose of the tool and there are many sites that do this already. We suggest checking out the ‘Price Charts’ research links in the tool.

  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. 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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  19. 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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  20. Show horizontal scroll at the bottom of the My Studies list

    I like the SSG library but find it difficult to maneuver through the list. It would be helpful if a horizontal scroll bar was visible all the time instead of having to scroll to the bottom of the list to see the other columns.

    3 votes
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