Stock Selection Guide Tools
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Submit and Vote on Ideas for SSGPlus, CoreSSG and Stock Comparison Guide Apps
257 results found
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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 -
We need to be able print on an SSG the Relative Values and the PEG as before. This is essential when you are share an SSG with your club.
We need to be able print on an SSG the Relative Values and the PEG as before. This is essential when you are share an SSG with your club.
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 -
Share Study
add to the Share Study and option to attach an file, i.e. Value Line or Morningstar Report.
2 votes -
In SCG, list the saved comparisons with newest at the top.
Quick Nav for SSG is newest at top, I believe the saved SCG should be newest at the top, not the bottom.
2 votes -
Show the Assess Stock Price Graph when you click on quick view for a study
When clicking on quick view for a study, display the color coded 25/50/25% graph for assessing stock price (either instead of or in addition to the typical SSG chart with sales, stock price, and earnings).
1 vote -
Calculate the beta of the entire portfolio
When developing portfolio reporting, include the beta for the entire portfolio in one of the reports.
1 vote -
Match target return to company size automatically and also provide a way to override the values.
Instead of using a 15% target return for every stock, reduce the target return to the level appropriate to the company size. A medium size company would have a target return of 12%, etc. This might help newbies realize that 15% growth is not necessarily realistic for large companies. Also, could help get users looking at the return of their entire porfolio.
1 vote
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