Want to access and print the same Portfolio Trend Report available in Toolkit 6 in my SSG Plus program.
Ruth Kuntz commented
I like the new SSGPlus software, but miss the following data which I found on the Toolkit 6 Portfolio Trend Report. The SSGPlus PERT report shows the change from the "year ago." There are no comparison numbers from the present quarter to the quarter a year ago that was on the T6 Trend Report. We watch those changes from quarter to quarter to be sure our stocks are not declining over time. The Trend report gives that in a concise form.
Janet Tracy commented
I would love to see recent quarterly data to compare for each of our stocks in our portfolio. Comparing to a previous year is difficult in this rapidly moving market. Thanks in advance!
Julie Cowley commented
This is such a great suggestion. I agree it is cumbersome to open an SSG for each stock and it would be so helpful to have a condensed version.
Thanks for considering this.
Gerry Tetrault commented
Our club completes a portfolio report for each meeting. One of our criertia states that companies with 3 quarters of declining sales, PTP or earnings below our expectations are replacement candidates. The trend report in Toolkit 6 is a beautiful tool to consolidate this information on one page. Unlike the PERT, which compares last quarter with the previous years quarter, the Trend report reflects most recent quarter as compared to the previous quarter. The pink highlighted information gives a jump start on which companies may be worrisome.
SSG plus provides a Portfolio summary, PERT and Diversivication reports …BUT NO TREND. I miss the quick summary of recent quarterly report as compared to the previous quarter on ONE page. Using SSG Plus, the clubs portfolio manager must open each SSG for each company, select quarterly data and review. So cumbersome.
As a club Portfolio manager, I am so wanting to access the same Trend report available to those of us familiar with Toolkit 6. Please, PLEASE consider adding the TREND report to the online SSG Plus program. Thanks in advance.