How can we improve our Stock Selection Guide Tools?

Provide capability for clubs to share their SSGs via a club portfolio that all club members can access.

Two issues: (1) access by all club members (with SSGPlus subscription) to access club's portfolio and (2) individuals in multiple clubs being able to access one single SSG but in multiple, club-designated portfolios.

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Bob Houle shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

3 comments

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  • Michael Milch commented  ·   ·  Flag as inappropriate

    Shared portfolios must (1) as a member of a group be able to share SSGs between other members so that we can create, read, update and delete studies that are being worked on by the group without file sharing and transporting.

  • Anonymous commented  ·   ·  Flag as inappropriate

    Many of our club members do not use Toolkit but we maintain our portfolio with Toolkit. It would be very helpful to be able to the privileges stated in this suggestion.

  • Anonymous commented  ·   ·  Flag as inappropriate

    We use a Portfolio Manager (PM) and he/she is in charge of the "officlal" portfolio. Only the PM should be allowed to make changes to the portfolio. Individual members and stockwatchers can maintain their own versions of the SSG's. If all club members were allowed to access and change the club SSG's I would be very worried about unauthorized changes being made without club approval.

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