Add all TK6 portfolio reports/features to SSGPlus
Jenny Wood Shangraw commented
SSGPlus is so cumbersome, time consuming and visually confusing (Is that enough 'c' letters).. Recreate the TK6. Many have expressed the same viewpoint.
Timothy McDonald commented
ToolKit 6 (TK6) has a report titled "Portfolio Report Card" which has many of the same features as the currently available SSGplus Portfolio Summary Report. However, the TK6 Portfolio Report Card allows the user to click on the shares of a selected stock and make adjustments without leaving this report in order to see how the portfolio dollar-weighted average US/DS and %Total Return are improved by the proposed change(s). In the SSGplus Portfolio Summary Report you have to exit the report, open the portfolio, click the edit icon, enter the stock ticker to be adjusted, then enter and save the adjusted number of shares. Then click on the Reports icon button for the portfolio, then review the portfolio average total return results from the selected stock adjustments.
To me this is a very clunky way to try to take "Portfolio-Centered Decision-Making" into action during a monthly club meeting. This is based on a Cy Lynch presentation to the Rocky Mountain Chapter Annual Meeting 9/10/2015, that was presented again 11/13/2021.
Al Molter commented
I would like to see a feature that permits those who enter their own data from a source other than Morningstar, such as (Value Line) to be able to effect a split - either regular or reverse. ToolKit has this feature; Online tools does not
Chuck White commented
I would like to see the R Squared feature included.
I'm not familiar with TK6. Currently, we have to import all the SSGs into one member account to show PERT. I'm hoping to have a Cloud way to share SSGs and portfolio features in SSGPlus.
Donna Diercks commented
I would like to be able to determine my high price like I can the low price. That was added to Toolkit 6. My reasoning: There are economic times in which a reasonable high P/E times a reasonable high earnings does not yield a high price that is reasonable. I would like to be able to override the high price.
John Kelly commented
I am in the minority in my club with my colleagues use TK6 Portfolio reports and features. From what I see they are both very similar with a couple of exceptions. The comparison of other companies (SCG) is done automatically whereas in SSG Plus that you have to do this manual. This should be changed. Also there is an audit button in the TK6 report that demonstrates where they may be question marks / short comings in the the report. This quickly shows where the "holes" are in the report. This should be done with SSG Plus. If you take care of these two things, then there is no reason why people should stay with the Tool Kit format.
Stock Challenge is needed.
Bob Branson commented
The Stock Challenge Tool in TK has always been a boon to me. If the Challenge tool is in SSG Plus, i don't know where to find it.
Else, you gotta add the Challenge tool to SSG +
In the old toolkit (I had Mac version years ago) wasn't there PERT Trend repor that showed two quarters of % changes in sales, PTP, EPS? put that in online SSG tool.
I am glad to see reports will be added. Capturing data isn't nearly as useful as being able to use the data to make decisions. Reports make data bases useful.
Deane Jaeger commented
I would like to see the PMG portion of Toolkit incorporated in the online tools. In particular monthly PE ratios are useful in determining when a quality stock is "on sale"
Mike Panesis commented
The only report I really used in ITK6 was the summary, and only then to import elsewhere. I occasionally used the comparison report. What I'd really like is on super report that lets you:
1. Select which portfolios you want to report on.
2. Select the fields you want to see. Unlike ITK6, I should be able to choose from *any* of the fields in the completed analysis.
3. Click on a "go" button that produces a list view of the data.
4. Enables me to sort and filter the data on the list view.
5. Lets me export the data into a .CSV, .XLS or .PDF file.
If you can do this one thing, I have a feeling it will meet most basic reporting needs.
Kathryn Miles commented
I love Toolkit but would love to be able to access all that Toolkit offers has online and by any computer including my Mac.