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Stock Selection Guide Tools

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262 results found

  1. Report Options/Summary enhancements

    price located next to Buy Below and Sell Above columns.
    Price colored green when it is smaller than or equal to Buy Below price
    Price colored red when it is greater than or equal to Sell Above price.

    3 votes
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  2. Default Setting for Detailed Estimates

    Add a selectable default setting for Detailed Estimates. I find Detailed Estimates very helpful. For every new SSG, I have to manually select Detailed Estimates. It would be great if it would be automatic.

    3 votes
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  3. Sort for Studies Section Default

    Every time I open My Studies, the Studies section sort default is "Price Date". It would be great if the default is selectable, last sort, or sorted by Name instead.

    3 votes
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  4. Have a link to display/share SSGs from myICLUB reports and watch lists.

    Club members would like to be able to view and possibly save to their own SSG library the members' updated SSGs on club stocks from the myICLUB reports and watch list.

    3 votes
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  5. Change Color of Graph to Match SSGPlus

    Recommend changing the graph color on CoreSSG to match SSGPlus. Analyze Growth > Step 1:Historical Sales line should be green. Analyze Growth > Step 2:Historical Earnings Per Share line should be blue. They are green and blue on Step 3:Historical Stock Price Review. Evaluate Management > Step 1:% Pre-Tax Profit on Sales line should be magenta.

    When a user progresses from CoreSSG to SSGPlus, the colors will be consistent and thereby reduce confusion.

    3 votes
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  6. Please add the ability to add a PDF to the Notes section of the SSGPLUS and SSGCore

    Please add the ability to add a PDF to the Notes section of the SSGPLUS and SSGCORE

    3 votes
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  7. Can you add a function to Notes that lets you copy and paste a PDF to Notes?

    Please add a function to Notes that allows you to copy and past a PDF to Notes.

    3 votes
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  8. Increase the font size

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

    2 votes
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  9. 2 votes
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  10. 2 votes
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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. Pre-Defined Screens should use the same Criteria as manual entry

    The pre-defined screens use different Criteria that the manual entry for example pre-defined screens use 10 yr Growth numbers for Sales and Earnings and use >10% which is not an option in the drop-down search criteria. Also search criteria use 'EPS R2 5 year greater than 0.9'. Not sure what the cryptic R2 refers to and should be removed and 0.9 and ranges as used in the pre-defined screens dont exist in the manual search. May I suggest that all pre-defined searched use the same search criteria as the user can select to allow a user to enter similar searches…

    2 votes
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  19. Adding to the Notes section of SSG

    would like to use snipping tool or directing paste in a excel or work table into the notes. I like to show what other analyst are estimating and caption that info in a spreadsheet. Any possible way to do this

    2 votes
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  20. Add revenue ranges to the Size Diversification Report

    The current size definitions for small, medium, and large companies are not easily located. Add a legend to the Size Diversification Report that explains the revenue range for each size.

    2 votes
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