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Stock Selection Guide Tools

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112 results found

  1. Add the capability to be alerted/emailed when prices are updated and the SSG moves into/out of a Buy/Sell zone.

    Add the capability to be alerted/emailed when stock represented by the saved SSG moves into/out of a Buy/Sell zone based on current price. (not the price within the study).

    19 votes
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  2. Add the capability to be alerted/emailed when new data for saved SSG's is available

    Allow portfolios or studies to be flagged to receive alerts when new fundamental data is available after a reporting period.

    0 votes
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  3. Show R-squared values for growth lines

    Show r-squared values for growth lines where growth rates are displayed.

    19 votes
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  4. Add a historical data audit like Toolkit

    Add a historical data audit like Toolkit. These are algorithms that examine the historical data and provide feedback about good performance or potential problem areas.

    1 vote
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  5. Calculate the beta of the entire portfolio

    When developing portfolio reporting, include the beta for the entire portfolio in one of the reports.

    1 vote
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  6. Add a display to show 5 year growth rates

    In addition to the 10 year growth rates shown for key fundamental data, add a display for 5 year growth rates as well.

    13 votes
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  7. Add the ability to remove Pre-tax Profit Margin data (outliers) in the Preferred Procedure window.

    In the Preferred Procedure window, it would be nice to be able to identify outliers in the Pre-tax Profit Margin data (from the most recent 5 fiscal years) to quickly calculate a new average. The new average would then appear as the default value for the PTPM in the preferred procedure calculator.

    1 vote
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  8. Show the Assess Stock Price Graph when you click on quick view for a study

    When clicking on quick view for a study, display the color coded 25/50/25% graph for assessing stock price (either instead of or in addition to the typical SSG chart with sales, stock price, and earnings).

    1 vote
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  9. User customizable research links

    Allow the user to add and save their preferred research links to add to the list of research websites.

    0 votes
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  10. Increase the font size

    Increase the font size in the data grid and 2nd page (Valuation and Return).

    2 votes
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  11. Ability to share a study on Facebook

    Give the user a link to allow them to share a read-only version of their study on Facebook.

    1 vote
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  12. Add more fundamental data to the data grid

    Add data and growth rates for dividends, shares outstanding, free cash flow, net income, book value, and long-term debt to the data grid at the bottom of the 'Analyze Growth & Quality' page in the data grid with the sales, EPS and pre-tax profit data.

    10 votes
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