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Member Sentiment window · declined
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Clean up the PDF feature for PERT.
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Portfolio Management Guide (PMG)
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Add Defense and Offense Reports
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On the Portfolio and Studies page, add column: number of shares
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Add a bulk add feature to create a portfolio
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Have only one ticker input field for all studies, like in Toolkit.
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Create SSGPlus 'Non-Study' view
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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
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When adding a stock to a portfolio allow a "Lot" structure so a cost/share can be added allowing for gain/loss reporting throughout · declined
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Add a Stock Wish List - A list of Stocks to look further into
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Toolkit 6 "Portfolio Management Overview" (from the Home Page) Non-Existent on Core or Plus SSG