Stock Selection Guide Tools

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  1. A new column that shows Annual Return for every SSG under the Studies tab in the Portfolios and Studies section

    This feature would add a new Column called Total Return and display the Compound Annual Return using high P/E from the SSG.

    This way when there are hundred SSGs or more, they can be sorted by the Total return to see what your top candidates are.

    1 vote
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add ability to create personal data backup for portfolios

    I would like to have a personal data backup for my portfolios so that if a portfolio gets corrupted I can restore the file.

    1 vote
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  3. On the Portfolio and Studies page, let portfolio view extend across user's screen to reduce scrolling

    On the Portfolio and Studies page, user has to scroll back and forth to view the entire portfolio table. There is a lot of wasted blue space to the left and right of the portfolio view. It would be helpful if the view wasn't fixed to a specific width, but used responsive design to allow it to expand to fit the entire browser window width per the user's own computer and browser width preferences. Because the row headings are fixed, once user scrolls to the right, you don't know what stock you're looking at for the right side columns.

    1 vote
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  4. On the Portfolio and Studies page, add column: number of shares

    In the portfolio view on the Portfolio and Studies page, please consider adding a column showing the number of shares for a particular holding. It would make it much easier to replace old SSGs with new ones in an existing portfolio, and check your data, if you could easily see the number of shares for the old SSG. Toolkit does this via a special window.

    1 vote
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  5. Portfolio update SSG

    Be able to update Portfolio with new SSG report without having to delete existing from portfolio and then add new SSG (sometimes imported from member following the stock) into the portfolio and reentering shares held. (i.e. Replace SSG abc 1/1/19 with abc 3/1/19)

    2 votes
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    1 comment  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add revenue ranges to the Size Diversification Report

    The current size definitions for small, medium, and large companies are not easily located. Add a legend to the Size Diversification Report that explains the revenue range for each size.

    2 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add "Freeze Header Pane" on Pert Report in online tool

    Please freeze/lock the column titles on the Pert Report so that it makes it easy not to lose place when scrolling up/down and left-to-right through the companies. Company names are locked on left hand side of sheet; Please lock upper column titles. Thank you.

    6 votes
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    0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow the user to select either % high total return or % average total return for reports

    In the report summary allow the user to select either the compound total return using the high PE OR the CTR using the average PE.

    2 votes
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    1 comment  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    65 votes
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    under review  ·  3 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
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