I really don’t like the on-line version of the SSG (Core and Plus). Doesn’t have a Portfolio Overview (accessible from the Home Page on Toolkit 6) which has columns for Risk/Reward and Projected Relative Value – side by side. Portfolio Management with the on-line SSG is nonexistent and very cumbersome. The Projected Relative Value is buried in the SSG Plus under the “Ratios” Tab. (FYI: I use Projected Relative Value to modify my High & Low P/E’s when it reads under 80). I don’t bother with projecting Trend Lines. On Toolkit 6: I simply enter my modified projected EPS on the bottom of the “Preferred Procedure” window (“Make EPS selection Here”). Using the on-line SSG: I have to toggle to the SSG Core and enter my projected EPS under the “Assess Risk & Reward” tab (Step 1: Forecast High Price)… and then toggle back to the SSG Plus.

To do on the on-line SSG what I do with Toolkit 6 is not intuitive and cumbersome. Have I given this feedback to the Tech Support at BI? You bet I have. And Suzy Artzberger has done nothing. Nada. Zip. I guess I’m the only one complaining. Her response is to defend how great the other features are on the Core and Plus SSG.

I do like the “quarterly data lock” feature on the on-line SSG. And, the “Sentiment” is occasionally worth looking at. And I like the ability to graph the analysts forecasts for EPS and Sales (even if it is only from one source..). Otherwise, managing a stock portfolio with the on-line SSG is cumbersome.

The lack of intuitive Portfolio Management Overview features on the on-line SSG (entering my modified projected EPS; and, no readily accessible Projected Relative Value) force me to continue using the much easier and user friendly Toolkit 6.