Stock Selection Guide Tools

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  1. Add a bulk add feature to create a portfolio

    Allow me to create a portfolio by clicking on existing studies. Ideally, I'd like to also be able to enter the number of shares in a tabular view instead of having to edit each stock in the portfolio.

    another bulk add idea would be to be able just list the ticker symbols and then add the judgment to each SSG in the portfolio

    2 votes
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create a One Click method to export .SSG , .ITK .PDF files directly to OCA's FILE STORAGE.

    Create a One Click method to export .SSG , .ITK .PDF files directly to OCA's FILE STORAGE.
    this would eliminate the 2 step process of first exporting to download folder, then opening OCA to 'upload'.
    This would be a similar process to the webinar registration's "one click' method to add a webinar to your calendar.

    1 vote
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    1 comment  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to create a portfolio only from the ticker symbol and not have to create an SSG first, then ability to see mini SSG like in Screener

    I'd like to be able to import a list of tickers, or just add a list of tickers manually into a portfolio. Then, have ability to see the section 1 graph like in the screener. (When in SSG graph preview, would like to scroll through all the stocks. Not close the graph, move to next stock to look at graph.) This would be helpful when I a get a list of "best stock ideas" from other places. Or as a volunteer if I am doing a club portfolio review.

    2 votes
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
  4. Increase the vertical display for the list of studies

    The file list is too vertically limited and the user has to scroll too much to see their studies.

    2 votes
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  5. Make the "Welcome to the Stock Selection Guide!" an optional default open page (like on CoreSSG).

    Particularly since that page doesn't appear to have changing content its annoying to have to close it when opening the SSGPlus. Add a [x] box to allow going to "your studies" page directly. CoreSSG already has that feature.

    3 votes
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  6. Save prior selected number of entry rows to show vice default 10 rows

    Very annoying to specify a different number of rows to display each time file listing opened. Make this one of the preference default options or have the computer remember my last selected option.

    6 votes
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  7. 2 votes
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