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Stock Selection Guide Tools

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243 results found

  1. 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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  2. Error in Adding long named file to Portfolio

    If a study is saved with a long file name adding it to a Portfolio is a problem. Cant easily get to the check box.

    To solve this the dialog box must be horizontally scrollable or the file name needs to be truncated or the dialog box needs to be resizable.
    Simplest to to truncate long file names in this dialog box

    1 vote
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  3. 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  ·  Admin →
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  4. Add a Stock Wish List - A list of Stocks to look further into

    It would be great to:
    0) Create a further review stock list
    1) That list could be a portfolio but stocks in a portfolios require that an SSG has been done. Perhaps The Wish List is better in another new list.
    2) Have a check box in the search tool to add a stock to the further review list.
    3) Enter a table of stocks (from a comma separated text list) that have been found outside of the SSG into the further review list
    4) Add a quick preview Data for like one in the stock screen search list.

    I…

    2 votes
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  5. Add a sorting indicator on the PDF copy of the PERT report

    The PDF copy of the PERT report does not indicate what column the report is sorted on, nor the sorting order. Could something be added to a header or footer that shows what column the report is sorted on, and in what order?

    1 vote
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    0 comments  ·  SSGPlus  ·  Admin →
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  6. Add an option to the FILE menu to allow for "Add to a Portfolio"

    When completing a study that we want to add to an existing portfolio or watch list, it would be helpful (and simpler) if the user could do that directly from the study, instead of having to return to the list of portfolios and then edit the portfolio to add the stock.

    2 votes
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  7. Date stamp for SSG study date/update.

    Add a date stamp to portfolio display that shows when I last updated an SSG study, i.e. change judgement, so that I know how old my study is. The current Modified Date changes with price and data updates and does not reflect when I last studied the SSG.

    3 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  8. Show which companies have new data since my last data update.

    One helpful feature of Toolkit 6 is that it shows which companies have updated data since my last data update, i.e. companies that have had quarterly earnings releases. That indicates which companies I need to re-study. Otherwise, it is not evident which companies need re-study.

    24 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  9. Make labels more descriptive

    It would be helpful if some of the labels were updated to make them more descriptive, so we don't have to guess or reverse engineer the numbers to figure them out.

    For example: in the Fundamental Company Data section, user has no way of knowing just by looking at the table if the column labeled "Forecast (%)" is an annual forecast or is it the forecast for 5 years in total?

    In section 3, it says "High this year" and "Low this year". Does that mean the calendar year, or is it a TTM time period? (plus it would be…

    4 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  10. member sentiment make pop up retain

    It is hard to compare what I have entered and what the member sentiment is averages are. Is there a way to keep the pop-up member sentiment visible while I review and edit my entries.

    2 votes
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  11. Suggest only One Tool

    I know way to much energy explaining the difference and frankly the difference is not worth the time and effort spent. May I recommend that there be only one tool that is continually improved. Perhaps there is 2 modes expert and newbie.

    1 vote
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  12. Add ability to input prior quarter or year when data is missing from data feed.

    1st Quarter of 2016 data for Flowers Foods is missing. I have contacted both BI (June 6) and Morningstar (June 22, July 31, and August 16) to have the data added. It is still not in the data feed and I cannot add a prior quarter of data to the SSG manually to include the missing data.

    6 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  13. 10 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  14. Include date on print version Notes and ability to reorder Notes

    Right now it only includes subject and description. The date column would be helpful as you follow the stock over time.

    Also, it would be nice to be able to reorder and/or sort the notes. Sometimes I don't do my research in the order of the SSG but it is easier for club members if I present the information in the logical order of the SSG.

    2 votes
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  15. I understand the SSGs are for finding stocks that fit the BI criteria. What if we could enter the price we paid for a stock to evaluate it

    I understand the SSGs are for finding stocks that fit the BI criteria. What if we could enter the price we paid for a stock to evaluate it going forward. The BUYs HOLDs SELLs are based on the current price, right? If we paid more than the current price, the SSG does't show us the potential in our owned stock. Right?

    2 votes
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  16. Alt+M in the CoreSSG.

    Alt+M is a feature that is highly used in the Toolkit and it would be great to see it in the CoreSSG

    1 vote
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    0 comments  ·  CoreSSG  ·  Admin →
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  17. Create a new report to show user judgment (forecast) reference points

    The report could be printed alone or with the SSG PDF and would show similar information as the 4 judgment/forecast pop-up windows in order to provide a reference of what was chosen and the other reference points that were displayed at that point in time.

    5 votes
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    2 comments  ·  SSGPlus  ·  Admin →
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  18. Add current PE in parentheses after the Current Price as shown in Toolkit 6

    Add current PE in parentheses along with the Current Price as is shown in Toolkit 6; i.e., Current Price (PE) 44.78 (20.1)
    52-Week High Price (PE) 61.05 (27.4) and 52-Week Low Price (PE) 33.67 (15.1).

    12 votes
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  19. The two date columns in the list of stocks should be more informative

    By default, the original date of the study is added to the name of the stock, so there is no need to show it in a separate column. The much more relevant dates are the Most Recent Price and the Judgment Date, which would be the last date in which any of the judgment items are modified. It would also be helpful to see the Most Recent Quarter date. All three of these dates are available and select-able in the Library listing. Let the user select the one or two preferred dates to be displayed.

    10 votes
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  20. Quick Navigation should be simplified.

    There should only be one field for entry of the ticker. If the company is in the user's database, it should be listed for selection, as it is now. In addition to the company name, there should also be an optional choice to load a new datafile. Having a separate field for entering the ticker for a new company should be unnecessary.

    3 votes
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