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.

For those of us who use Folio Investing as a brokerage, having the ability to import portfolio data (portfolio name, security info, number of shares) would provide a convenient way to keep data between the BI Online Tools and Folio in sync and eliminate manual input of data.

Show the 'Evaluate Management' (quality) trend indicators on the printed PDF report.

Currently when I selected option d ( Price Dividend Support) as the low price. Is there someway to highlight the selection or grayout the others?

also, unable to change selection 4A, when we tried to change the high earnings shares (i.e, typed in $6.50 and clicked on update study....the entry changes to $6.40)....calculation error???

Outliner on section 3 columns
D and E Price Earning Ratio.
In Adobe Reader, you can see a faint number in the cell if it is a outliner, but when you print, it looks like a blank cell. I looked again in bright sunlight and I can see then it was not a blank cell. I think the color need to be 1 or 2 shades of gray brighter, or can we have a outliner line across the cell with the P/E data. It took extra time to go back to find the number during our club discussion.

Add a box for annual financial info with a % change box adjacent, or incorporate annual finances in quarterly finances by highlighting & also using % changes

Personalize the Order of the Research links, e.g. put your favorites at the top.

Add a 'New Study' button that you can see instead of the 'hidden' Quick Navigation bar in order to open another study. Also add under File > New Study.

Saving/closing/exiting/abandoning are confusing. Some users are not aware of the save function, others don't know what to do when all they want to do is look at another company.

Make the company name larger so it can be seen more quickly and easily.

Allow studies to be linked from myiclub.com

Notes: Allow sorting of notes and allow the notes window to be dragged out of the SSG viewing area

When reducing from 10 to 5 years the growth rate for the target company is recomputed to the 5 year average. When you display the peer performance for the same metric the averages are not recomputed to show the 5 year period, stays on the 10 year average.

When I log on to SSGPlus I can not locate a logoff button

Allow changing the data to the analyst's or company's estimated EPS for the upcoming year on the PERT form, like in Toolkit 6. PERT looks great. Thanks for all the hard work.

There are several popups that could have Radio buttons to assist in the selection of values. For example, the "Determine High Price - Next 5 years" popup,has 3 options: high, avg or current PE. Radio buttons here would really help.

Another is the Determine sales 5 year sales popup.

Cheers
Eddie

Just like see you add FCF base Forecasting including DFC base for present value, you as share holder want see how much Free Cash Flow is for owner

I would like to see portfolio from my i club linked to the SSG Plus