Add all TK6 portfolio reports/features to SSGPlus

Thank you for voting on this feature. We are planning the reports to include. Please see the individual feedback forum entries for the status of each report.
6 comments
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Anonymous commented
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.
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Anonymous commented
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.
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Anonymous commented
PERT trend
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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"
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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.
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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.