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  1. 2 votes
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    Anonymous shared this idea  · 
  2. 1 vote
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  3. 1 vote
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  4. 8 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    We use average PE total return for our decisions. It would be nice if we could go to the PERT report and see the current average TR. Now we have to step through our SSG's, one at a time, and make a list of the individual average TR's. How about putting this choice into the preferences section so clubs can choose whichever metric they want to use.

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  5. 5 votes
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  6. 7 votes
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  7. 4 votes
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  8. 6 votes
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    Anonymous supported this idea  · 
  9. 111 votes
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    This item is now in the active planning/architecture stage. There are many use cases for how this could be implemented and, once we launch the first use case, we anticipate functionality to be added for other use cases over time.

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Many of our club members do not use Toolkit but we maintain our portfolio with Toolkit. It would be very helpful to be able to the privileges stated in this suggestion.

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    Anonymous commented  · 

    We use a Portfolio Manager (PM) and he/she is in charge of the "officlal" portfolio. Only the PM should be allowed to make changes to the portfolio. Individual members and stockwatchers can maintain their own versions of the SSG's. If all club members were allowed to access and change the club SSG's I would be very worried about unauthorized changes being made without club approval.

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