Stock Selection Guide Tools

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  1. Daily Price Updates for TK6 Missing

    Since Verizon bought out Yahoo!, Verizon has eliminated the free 15 minutes delay price updates for all exchange listed stocks.

    TK6 users are no longer able to update daily pricing for stocks in their portfolios. We have to wait 24 hours to get the Prior Day's pricing.

    This is not acceptable. I have called BI and made the request for them to start looking for an alternative. I have even made several third party vendor suggestions.

    Yes, these third party vendors will charge a fee. But, I also suggested to BI that any additional fees for data could be passed…

    1 vote
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      0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
    • Refresh Buttons: Difference between "Refreshing All Studies/Portfolios" and "Refreshing Individual Studies"

      When the user Refreshes "All Studies" or "Portfolios", locked data is not touched.

      However, when the user Refreshes "Individual Studies" there are two "Overwrite" options and one "Create A Copy" button.

      Is it correct to assume that "Overwrite" means Overwrite....including eliminating/overwriting the Locked data?

      And, when choosing the "Create a Copy", doesn't that also overwrite locked data, update the data.... and create a copy?

      Also: Date Modified column: Gives the date that the user Refreshed either the price or price and data. How can the user tell which companies fundamental data were refreshed? Not all companies release quarterly data on…

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

        will be a good idea to see dividend growth since div+growth is in foundation of NAIC ideology. Personally, I like to see low div yield next to high div yield.

        3 votes
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          0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
        • Show portfolio(s) for individual stocks

          Add the ability to select a stock and then show the portfolios that stock belongs to and the number of shares.

          3 votes
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            0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
          • Member sentiment report

            When utilizing the member sentiment I often find variable number of judgments that are clearly outliers. Recently in SBUX I saw a High PE's of 1582, a number of Payouts above 1500 (yes 1500), and a number of low PE's over 900. the unedited averages were High PE 45.8, Lo PE 163.9, payout of 876, with a potential return of 43.8. Really?

            With 493 studies (could these really be called studies?) it is very labor intensive to go through the studies line by line to remove the outliers. There must be a way to throw out judgements that vary to…

            0 votes
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              1 comment  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
            • Pop-Up window showing math calculation when moving cursor over a particular field.

              Although there is a separate pdf showing the math calculations used behind the scenes in an SSG, a simple pop-up reflecting the math would be faster and more efficient.

              1 vote
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                0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
              • Summary of Potential Return

                Expand the Summary of Potential Return and Total return to include an automatic comparison to the member sentiment results.

                3 votes
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                  0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                • Low PE Input

                  Expand Low PE input on SSG and SSG Plus to include a second decimal place; 20.56. The high PE input has two decimal places. Please expand this field for the Low PE.

                  3 votes
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                    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                  • PERT mouse-over popups

                    - On the PERT report use mouse-over popup help text to describe each column header and it's derivation eg when mousing over 'Proj RV' - popup 'Projected Relative Value = Proj PE / Avg PE (Projected)'

                    - On PERT report, when hovering over a colored cell use popup help text to describe the condition that triggered the colorization event.

                    4 votes
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                      2 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow the user to select either % high total return or % average total return for reports

                      In the report summary allow the user to select either the compound total return using the high PE OR the CTR using the average PE.

                      1 vote
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                        0 comments  ·  Portfolio or Club Tools  ·  Flag idea as inappropriate…  ·  Admin →
                      • When entering a ticker for a study all studies with that ticker should be on top of the popup list

                        After I input a ticker into the box, from quick navigation, all existing studies for that ticker should be displayed at the top of the drop down list. that way if there is an existing study I may want to utilize I can make that choice at that time.

                        3 votes
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                          0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                        • Debt label on SCG Stock Comparison Guide

                          I personally would like to see the last year of Debt % Equity on the Stock Comparison Guide (SCG), rather than a 5-year average. Either way, the label should identify what period the number is for (like PTP and % Earned on Equity are labeled as a 5-year average).

                          1 vote
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                            0 comments  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →
                          • List what quarter of the fiscal year is being reported beside the date.

                            We would like to be able to complete our quarterly reports forms more easily from the OLT. One data point missing is the number of the quarter of the fiscal year being reported. (ex: Q4 6/30/17) Would also like to see projected relative value on the SCG. (Which is a great tool BTW.)

                            6 votes
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                              0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                            • Export Member sentiment numbers into excel

                              I would like to export the member sentiment file into excel

                              7 votes
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                                0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                              • Graphical Stock Comparisons

                                Would be nice to be able compare two or more companies graphically for their stock performance for a given time horizon, say 1, 2, 3 or 5 years. (A picture is worth a thousand words).

                                1 vote
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                                  0 comments  ·  Stock Comparison Guide (SCG)  ·  Flag idea as inappropriate…  ·  Admin →

                                  Evaluating a company strictly on price performance is not the primary purpose of the tool and there are many sites that do this already. We suggest checking out the ‘Price Charts’ research links in the tool.

                                • 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 →
                                  • 0 votes
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                                      0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Pre-Defined Screens should use the same Criteria as manual entry

                                      The pre-defined screens use different Criteria that the manual entry for example pre-defined screens use 10 yr Growth numbers for Sales and Earnings and use >10% which is not an option in the drop-down search criteria. Also search criteria use 'EPS R2 5 year greater than 0.9'. Not sure what the cryptic R2 refers to and should be removed and 0.9 and ranges as used in the pre-defined screens dont exist in the manual search. May I suggest that all pre-defined searched use the same search criteria as the user can select to allow a user to enter similar searches…

                                      1 vote
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                                        0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                      • When you turn on the Net Income line in the SSG, make it show up in Print PDF.

                                        When you turn on the Net Income line in the SSG, make it show up in Print PDF.

                                        5 votes
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                                          0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Allow user to expand the active window both vertically and horizontally.

                                          Being able to change the vertical and horizontal limits myself and to fit the parameters per my computer setup, would be a big help. Under "My Studies" you cannot see all the columns at the same time.

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