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242 results found

  1. 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  ·  Admin →
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  2. 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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  3. 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  ·  Admin →
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  4. 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…

    13 votes
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  5. 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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  6. 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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  7. 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  ·  Admin →
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  8. 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.

    8 votes
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  9. 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.

    4 votes
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  10. 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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  11. 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.)

    10 votes
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  12. Export Member sentiment numbers into excel

    I would like to export the member sentiment file into excel

    14 votes
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  13. 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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    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.

  14. 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

    6 votes
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  15. 0 votes
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  16. 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…

    2 votes
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  17. 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.

    2 votes
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  18. Integrate more of the info in the "SSG Reference Guide" into the Core SSG tutorial information.

    Consolidate all guidelines into one area so folks don't have to go between a paper reminder and what's online in the tool

    1 vote
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    0 comments  ·  CoreSSG  ·  Admin →
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  19. SSGPlus Search return result fields for Sales/Earnings not consistent

    The Sale & Earnings growth figures in the "search results" for some companies are not consistent with the SSG. For example, stock symbol MOS (Mosaic) shows:
    Sales = 56.3 & Earnings = 8.6 from the Search results
    Sales = 2.6 & Earnings = 3.8 on the SSGPlus

    There are others with just a discrepancy in Earnings.

    1 vote
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  20. Add the 3 Morningstar grades from the Search Criteria to the SSG

    The Morningstar fields from the Search Criteria are helpful, and would be even more useful if they can be reflected on the SSG...perhaps in the company info, or on the right side or as a pop-up window.

    3 votes
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