Stock Selection Guide Tools
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Submit and Vote on Ideas for SSGPlus, CoreSSG and Stock Comparison Guide Apps
260 results found
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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 -
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 -
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 -
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 -
SSGPlus Search return result fields for Sales/Earnings not consistent
The Sale & Earnings growth figures in the "search results" for some companies are not consistent with the SSG. For example, stock symbol MOS (Mosaic) shows:
Sales = 56.3 & Earnings = 8.6 from the Search results
Sales = 2.6 & Earnings = 3.8 on the SSGPlusThere are others with just a discrepancy in Earnings.
2 votes -
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 -
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 -
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 -
Screener Preview Data Graph Order
When you select a column to sort screener results by and then do into Data Preview, the order of the companies remains alphabetical. I'd like the order of companies to be in order of the column I sorted by.
2 votes -
Portfolio update SSG
Be able to update Portfolio with new SSG report without having to delete existing from portfolio and then add new SSG (sometimes imported from member following the stock) into the portfolio and reentering shares held. (i.e. Replace SSG abc 1/1/19 with abc 3/1/19)
2 votes -
Add past 5 years sales growth and EPS percentage where it is visual on page 1.
Add the past five years sales growth and EPS percentage on page 1. This is important to look at when researching a company. The only place to find it is on the page where you download information to Toolkit.
2 votes -
Allow outliers in quarterly trend graph
Using INGN as an example, it had the 3/15 quarter with 3000% EPS growth. Changing to Last 5 years, did not impact graph. Limit growth to 50% jshowed sales trend better but most of EPS cut off as it was above 50%. Current graph options are pretty meaningless for this stock. Having ability to quickly exclude that quarter would be helpful.
2 votes -
Projecting the Future Stock Price
Add a second (or optional) calculation to the second page of the SSG to use the Price/Sales (P/S) ratio and the forecasted sales growth to calculate the forecasted stock price over 5 years. This will provide another metric to quantify the increase in the stock price.
2 votes -
Make the data date show the quarter and year on the SSG yr over yr Qtr report like Toolkit used to do. Ex: 4th Qtr 2019
Currrently the Quarterly info box says for example MSFT FY 2020 Qtr ending (06/20). I think this would be the 4th quarter for them since their fiscal year ends in June. So is this 4th 2020 & they are already starting 2021?
2 votes -
Change color of numerical data in Q & A data when changed by user.
We have the option of changing the quarterly and annual data when unusual circumstances exist. The checkmark in the last column notes that some data has been changed but does not note which data has been changed.
If the color of the data was changed to reflect that the data had been changed this would be quick and easy.
2 votes -
"Quarterly Data" graphs: Add a "most recent 3 years" option.
"Quarterly Data" graphs: add a "most recent 3 years" option. This is especially important for fast growing, small companies. The first 2 high-performing years often skew the graph, making the recent years graph line appear almost flat. We always look at the pink Trailing 4 Quarters, Pre-Tax Profit % Change. Having a 3 year option would help us to visually see the recent change.
2 votes -
Judgement report
Add a judgement report that shows the stocks in a portfolio with each of there 5 judgements.
2 votes -
PERT Report - Add a company size column
In addition to adding a column for the company size, then highlight the sales or EPS growth rate if it is not meeting the minimum expected growth rate for that company size. This would include projected EPS Growth Rate (and estimated sales growth if that ever gets added.)
2 votes -
Allow notes to use fonts and bullets
I would love to use Notes to add information, rationales and concerns on stocks but unfortunately the lack of fonts makes it hard to read. I use word but it would be great if I can keep the same info attached to the stock ssg..
2 votes -
When comparing peers, need ability to remove years like you can with the Visual Analysis screen.
On the Visual Analysis page you have the ability to remove years for the stock you are studying. When you click on Compare Peers, that function to remove years is not available.
2 votes
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