Stock Selection Guide Tools

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  1. Quarterly Data

    Limit the Quarterly Data X-axis scale to 50% so the plots will not be compressed, making judgements near 10% data difficult.

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allowing locking of data on an SSG.

    Allowing locking of data on an SSG to prevent accidental updates if more than 1 SSG on a company. Some keep a separate SSG for each addl buy of a co. Locking would prevent accidental updating of that SSG.

    2 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

    User entered data is now locked on a row-by-row basis.
    We advise that all ‘non-changed’ data is kept unlocked so it is automatically updated (upon a user initiated refresh/update) in the case of a stock split.
    Regards,
    BetterInvesting

  3. 3 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add "Prices current as of xx/xx/xx" to top of section 3

    At the top of Section 3, there is plenty of room on the top line that displays the stock prices. How about adding "Prices current as of: xx/xx/xx". When working on an older study, the original date is shown in the title bar, so it's not necessarily clear that the prices displayed at the top of section 3 are more current than the Study Name/Date.

    1 vote
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow Portfolio Summary Report to be Printed as Sorted on the Screen

    I can set up a portfolio to follow, and on the screen I can reorganize the stocks in the portfolio in alphabetical order, but when I go to print the list of the stocks in the Summary Report, they always print in the original order. Allow the Summary Report to print as sorted and shown on the screen.

    6 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  6. Print Notes from the Note Window

    It would be helpful if the notes could be printed from the note window without having to send them to Microsoft Office Quick Notes or One Note.

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

    Notes can be printed to a PDF by appending them to the 2 page SSG report as a 3rd page.
    To print the Notes, select ‘Print’ , then click on ‘Append Notes’ and then ‘Generate PDF’ and the notes will become part of the PDF. We are planning a new ‘Notes’ tab (rather than a popup) and will consider how printing would work from that screen.

  7. Fix trying to go to Search after wanting to Abandon Study

    When you are in a new study, decide you want to go back to Search and don't want to save the study, it doesn't Abandon. You have to either save the study, or go the Library in order for Abandon to be accepted.

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to update all stocks in a portfolio

    Have an option to do company updates on all companies in a portfolio.

    36 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  10. Lock the header

    Please lock the header portion of the 'Better Investing sentiment' screen. When we choose all the SSGs in the sentiment screen, it is hard to find which values belong to which column titles.

    Thanks

    9 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add the ability to add Quarterly & Annual data for companies where manual data entry is necessary (Add a Quarter - not just Edit)

    Certain companies have imported data that conflicts with Value Line and/or Yahoo financial data. For these companies it is necessary to manually edit the data. This works. However, as another Quarter is completed, you are unable to add an additional Quarter. I imagine you are also unable to add a Year when the year is complete.

    12 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  12. Adjustable scale (add/reduce) [in conjunction w/dragable lines]

    Similar to the TK6 feature of adjustable scale to increase and/or decrease the Y-axis scale. (and in conjunction with having the ability to reposition the lines to make the view clearer and/or be able to see the price bar trend)

    16 votes
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add the capability to import SSG studies that have been sent by another club member.

    The SSGPlus does not have the capability to import SSG studies that have been sent by another club member. You can export your files so others can view your stock studies, but the SSGPlus does not have the ability to import studies from others. The import capability should gohand-in-hand with the export capability.

    77 votes
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    10 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  14. 14 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  15. Show Sales % Growth Rate in Preferred Procedure

    In the Preferred Procedure screen under the column of Sales numbers it would help to show the Historical Sales % Growth Rate since we are asked to enter our % Judgment Forecast. Also be able to remove Sales Outliers while in the Preferred Procedure screen so can see the % change.

    15 votes
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    1 comment  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  16. 0 votes
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    3 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add graphs for portfolio distribution for stock size and sectors

    I would like to see pie charts for portfolio sectors and size.

    2 votes
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    completed  ·  0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  18. add the ability to see the daily fluctuation in Upside/Downside ratio without rerunning the study

    When I open Toolkit - after I refresh stock prices, I can immediately see the changes in Upside/downside ratio. this functionality is critical to the tool and I would like to see this replicated online.

    20 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,
    The upside/downside ratio is immediately updated after prices are updated/refreshed. The prices can be updated by individual study or by portfolio from the ‘My Studies’ page.
    The updated upside/downside ratio is shown in the study as well as the applicable portfolio reports.
    Regards,
    BetterInvesting

  19. Add a graph of 10 years of payout values

    Add a graph in the SSGPlus to see 10 years of payout values

    2 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
  20. Adding Return on Assets as an “Evaluate Management” metric when studying bank stocks

    According to many resources, Return on Assets (ROA) is one of the best ways to evaluate profitability of a bank. %Pre-tax Profit on Sales is less useful when evaluating a bank, so I would suggest replacing that line with ROA for banks.

    The calculation is done in one of 2 ways:
    Return on Total Assets (ROTA) = CY Net Profit / CY Total Assets
    Return on Average Assets (ROAA) = CY Net Profit / ((CY Total Assets + PY Total Assets)/2)

    Where CY = current year; PY = previous year

    Both are used. ROTA would result in a more conservative…

    6 votes
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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