9 results found
Companies with a Morningstar Wide or Narrow Moat often have better looking SSGs. Displaying in the SSGPlus saves time going to Morningstar website1 vote
Unfortunately, the Morningstar Moat rating is exclusive to Morningstar and is not available in their equity data feed.
On the SSGPLUS. When I put in the dollar and cents amount in the forecast the cents change from what I have entered. Can this be corrected
On the SSGPLUS. When I put in the dollar and cents amount in the forecast the cents change from what I have entered. Can this be corrected so when I put in the cents is will be what I want not what the program gives me.1 vote
This is a function of rounding between the Projected High EPS and the Projected EPS growth rate. When you change the Projected High EPS directly, the new value is used to recalculate the Projected EPS growth rate. When the page refreshes, it uses the Projected growth rate to determine the Projected High EPS so it may be different by a few cents. This will not materially change your SSG or its results.
When I get the Member Sentiment window.... it appears "locked" in position.... I would love to be able to move it aside so that I can see and manipulate the info in that window and ALSO see the Analyze SSG screen and the Valuation SSG screen.... The sentiment window covers up the data I want to compare and evaluate...1 vote
In the March 2023 release, the member sentiment window has moved from a popup to a page.
When adding a stock to a portfolio allow a "Lot" structure so a cost/share can be added allowing for gain/loss reporting throughout
Rather than having to maintain protfolios in mutliple tools, it would be nice if we could have costs per share captured via a "Lot" structure so multiple buys would be accurate and an Avg Cost per share shown.
With this data now captured you would be able to show the pertormance of a portfolio via gain/lose which is something needed when looking to defend a stock or sell and add something else taking the Capital gains hit into consideration.
Currently we can get this in Club accounting or you use yahoo finance portfolio. It would be nice to have this…3 votes
Currently, the Online Tools are not architected for transactional accounting, which includes buy/sell dates and lot tracking. We may consider adding this to our long-term tools roadmap, but this would be a 100% overhaul of the Online Tools portfolio structure.
Make the preferred Proceedure figures print on page 1 for all to see at a presentation, etc1 vote
In designing the ‘Analyze Growth and Quality’ or ‘Visual Analysis’ view of the SSGPlus we received overwhelming support for removing the Preferred procedure data on graph as it often obscures some data.
PERT online view requires scrolling left/right to be able to compare ESTEPSGROWTH to TTMEPSGROWTH. Need to be able to view without scrolling.4 votes
There are too many columns in the PERT report to format all the data on a typical browser without scrolling.
We’d recommend using the browser zoom at 75% to see all of the data without scrolling horizontally.
Allow the user to set the forecasted high price directly rather than have it calculated from the result of the high P/E X high EPS calculation.0 votes
Closed after 4 years with no votes.
Allow ability to export SSG data from either one SSG or all SSGs from a portfolio into excel format.12 votes
Our redistribution agreement with Morningstar prohibits us from providing an Excel export of all company fundamental financial data which is what is included with an SSG.
Closed after no activity in 4 years.
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