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.

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.

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.

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

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

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

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.

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.

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

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

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

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.

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.

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

Thanks

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?

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.

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.