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Stock Selection Guide Tools

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242 results found

  1. I would like to see portfolio from my iclub linked to the SSG Plus

    I would like to see portfolio from my i club linked to the SSG Plus

    1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Feature to save the Search criteria

    In the search screen, can you provide a way to save the search criteria?

    Thanks

    3 votes
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    0 comments  ·  Search / Stock Ideas  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Free Cash Flow (FCF)

    Just like see you add FCF base Forecasting including DFC base for present value, you as share holder want see how much Free Cash Flow is for owner

    1 vote
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  4. Export Stock Screens to Excel after running them

    Ability to download or export Stock Screens to Excel for further study without creating a study for each one first

    9 votes
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    3 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Add Radio buttons to speed up entry of PEs, Growth Rate Forcast, etc

    There are several popups that could have Radio buttons to assist in the selection of values. For example, the "Determine High Price - Next 5 years" popup,has 3 options: high, avg or current PE. Radio buttons here would really help.

    Another is the Determine sales 5 year sales popup.

    Cheers
    Eddie

    1 vote
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    0 comments  ·  SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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  6. 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.

    4 votes
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    0 comments  ·  File Manager  ·  Flag idea as inappropriate…  ·  Admin →
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  7. Add to portfolio tools the Portfolio Report Card similar to TK6's report

    To properly perform portfolio management analysis we need to get portfolio level statistics on TR, PAR, U/D and RV. With that data we can compare individual holds to see which ones are leading the portfolio and which ones are dragging it down. Without the capability the serious portfolio analyst must create a separate spreadsheet, add the company SSG data then aggregate for the portfolio at large.

    3 votes
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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  8. Allow clock/time for stock creations & modifications to reflect subscriber's time zone

    Please allow the time clock under the columns "Date Created" "Date Modified" to reflect the subscriber's time zone. I am in the Pacific Time zone & the clock is set for the Eastern Time Zone.

    2 votes
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  9. 1 vote
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    0 comments  ·  Both CoreSSG and SSGPlus  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Clean up the PDF feature for PERT.

    PERT in PDF format has no colors, cannot be sorted, has no header on the second and following pages, column widths are too small to display data correctly, percent sign usage is inconsistent (% should be eliminated), company name does not need to appear twice, and a fixed two or three line box for each equity would improve readability

    18 votes
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  11. Show “Study Count” for “All Studies” and “Studies Not In A Portfolio”

    Add the ability for “All Studies” and “Studies Not In A Portfolio” to also have a “Study Count” like the individual portfolios.

    0 votes
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  12. Add the ability to produce a Portfolio Trend report

    Add a Portfolio Trend Report as an option in SSGPlus portfolio reporting - similar to the report in Toolkit 6.

    9 votes
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  13. Allow changing the data in the estimated EPS column on the PERT form.

    Allow changing the data to the analyst's or company's estimated EPS for the upcoming year on the PERT form, like in Toolkit 6. PERT looks great. Thanks for all the hard work.

    1 vote
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  14. Is there a way to keep the screen from going out of the portfolio area after opening and closing a stock?

    When I am working on the portfolio or a SSG and I close it, my screen goes back to the entry page and I need to go back into the my studies and then back to the portfolio.

    Thank you.

    2 votes
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  15. Add a logoff button

    When I log on to SSGPlus I can not locate a logoff button

    1 vote
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  16. Add the fan lines representing 5% to 30% growth as teaching tool and as a visual guide

    Add the fan lines representing 5% to 30% growth as teaching tool and as a visual guide

    20 votes
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  17. Add Stock Analyst Balance Sheet Analysis

    Stock Analyst has the page to analyze the change in Balance Sheet items to evaluate whether Sales is growing faster than AR, and current ratio and plant turnover ration

    4 votes
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  18. Choose a custom name for the PDF file when printing to a PDF

    I use my iPad to complete SSGs. I can print to a PDF, but it always names the files by the TICKER.PDF. This means that I have to write over my previous PDF with every save, or create folders for every version.

    7 votes
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  19. For peer comparisons link average for peers linked to target company outlier selection

    When reducing from 10 to 5 years the growth rate for the target company is recomputed to the 5 year average. When you display the peer performance for the same metric the averages are not recomputed to show the 5 year period, stays on the 10 year average.

    1 vote
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  20. Notes: Allow the notes window to be drug into an area out of view of the working area and allow notes to be sorted

    Notes: Allow sorting of notes and allow the notes window to be dragged out of the SSG viewing area

    1 vote
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