Stock Selection Guide Tools

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  1. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. Daily Price Updates for TK6 Missing

    Since Verizon bought out Yahoo!, Verizon has eliminated the free 15 minutes delay price updates for all exchange listed stocks.

    TK6 users are no longer able to update daily pricing for stocks in their portfolios. We have to wait 24 hours to get the Prior Day's pricing.

    This is not acceptable. I have called BI and made the request for them to start looking for an alternative. I have even made several third party vendor suggestions.

    Yes, these third party vendors will charge a fee. But, I also suggested to BI that any additional fees for data could be passed…

    1 vote
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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. Add the ability to have a cash account in your portfolio

    Have a "ticker" for cash that can be included in portfolios and reports

    6 votes
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    planned  ·  1 comment  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  10. Problem when Ticker Symbols & Stocks no longer appear in the All Studies but show up in a portfolio with no way to delete it

    Problem when Ticker Symbols/Stocks no longer appear in the All Studies due to no longer on Stock Exchanges but shows up in a portfolio with no way to delete it. Need way to delete it from a portfolio.

    9 votes
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    1 comment  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

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