Stock Selection Guide Tools

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  1. Allow changing the data in the estimated EPS column on the PERT form.

    Allow changing the data to the analyst's or company's estimated EPS for the upcoming year on the PERT form, like in Toolkit 6. PERT looks great. Thanks for all the hard work.

    1 vote
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  2. Is there a way to keep the screen from going out of the portfolio area after opening and closing a stock?

    When I am working on the portfolio or a SSG and I close it, my screen goes back to the entry page and I need to go back into the my studies and then back to the portfolio.

    Thank you.

    2 votes
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  3. Add a logoff button

    When I log on to SSGPlus I can not locate a logoff button

    1 vote
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  4. Add the fan lines representing 5% to 30% growth as teaching tool and as a visual guide

    Add the fan lines representing 5% to 30% growth as teaching tool and as a visual guide

    20 votes
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  5. Add Stock Analyst Balance Sheet Analysis

    Stock Analyst has the page to analyze the change in Balance Sheet items to evaluate whether Sales is growing faster than AR, and current ratio and plant turnover ration

    4 votes
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  6. Choose a custom name for the PDF file when printing to a PDF

    I use my iPad to complete SSGs. I can print to a PDF, but it always names the files by the TICKER.PDF. This means that I have to write over my previous PDF with every save, or create folders for every version.

    7 votes
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  7. For peer comparisons link average for peers linked to target company outlier selection

    When reducing from 10 to 5 years the growth rate for the target company is recomputed to the 5 year average. When you display the peer performance for the same metric the averages are not recomputed to show the 5 year period, stays on the 10 year average.

    1 vote
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  8. Notes: Allow the notes window to be drug into an area out of view of the working area and allow notes to be sorted

    Notes: Allow sorting of notes and allow the notes window to be dragged out of the SSG viewing area

    1 vote
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  9. ROE should be based on start of year equity

    Current SSGPlus uses end of year equity vice start. This distorts the intended relationship of the metric for our analyses and in some cases leads to wrong inferences re management effectiveness.

    5 votes
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  10. Add connection to myiclub.com

    Allow studies to be linked from myiclub.com

    1 vote
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  11. Add company statistics to Visual Analysis

    Show company information, sector/industry, shares, debt, insider/institutional ownership on front page.

    6 votes
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  12. 34 votes
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  13. 14 votes
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  14. 6 votes
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  15. Increase the size of the graph on the Visual Analysis page (front side - page 1)

    increase the size of the graph by moving other screen elements lower. User would scroll to see other information

    0 votes
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  16. Improved the readability / layout of the Valuation and Return Page (Page 2, back side)

    Provide better visual cues, break up the sections with dividers, apply color blocks, consider increase in font especially in sections 4 and 5.

    2 votes
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  17. Include in SSGPlus report printout the info that is on the page 2 screen on target price that meets both MARR = 15% and USD 3.0:1

    Good addition to the SSG, needs to be on the printout. Currently I have to cut/paste into notes.

    7 votes
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  18. Add SSG summary boxes on Page 2 of the SSG to the print copy

    We're reviewing the new SSGPlus and like the summary boxes on page 2 (Establihing Risk at a Glance and SSG Results Summary). However, they disappear when printing the final SSG. We believe they are helpful when presenting the results to the club. Any plans these boxes can be retained on the completed SSG?? We see this as a big plus for the SSGplus tool.

    11 votes
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  19. 2 votes
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  20. 8 votes
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