Yes, it will be very useful to export these in a CSV or EXL formats for a later review.

However, heard this software Tolkit-6 is being phased out or will not be supported in the future.

I think you can markup and copy the data from the table in your own word, text or spreadsheet file.

Edited by user Wednesday, March 13, 2019 12:15:53 AM(UTC)  | Reason: Not specified

If you can export the data from StockCentral, BetterInvestig, Toolkit or SSGPlus in the form of a CSV (comma separated values) or Excel spreadsheet, sorting by one or multiple criteria parameters is straightforward.

In the Excel spreadsheet, go to the "Data" "Sort" option in the top menu and then just chose the column to sort the data by a single variable or as many variables as you wish to in the order you enter these parameters. Hope this is what you were looking for.

It's not so much that we are "phasing out" Toolkit 6, but rather we have only been releasing infrequent updates to the program and don't have plans to provide future updates unless absolutely necessary. We hope that the program will continue to be able to be used successfully for many more years, but we also have to be realistic and recognize that there could well be circumstances beyond our control that could affect the ability of Toolkit 6 to run on personal computers running future versions of the Windows operating system. For that reason, we are not making any guarantees about the future of the program.

In addition, any future version 7 of Toolkit would most certainly would be a web-based, cloud-enabled, cross-platform application so that it could reach the broadest audience and be most expediently supported. As BetterInvesting is already doing that with SSG Plus, our efforts would be duplicative and thus not a good investment of time and resources.

Doug

Doug, I explored Better Investing website awhile ago and I couldn't even figure out how to join and what I got for it. I think I will have to give up investing all together if I can't use Toolkit. How very depressing. Every bit of portfolio evaluation is covered in the forms.

I have been investing with the NAIC SSG for 20 years, and have done very well beating the S&P 500 during that period.
My preferred program has always been Stock Analysis, followed by Toolkit(insert #).
I am well versed with the methodology and the familiar SSG has always worked well giving me a good starting point from which to base my valuation/judgement of a company.
I have tried Better Investing's Online SSG, and it is cumbersome in comparison, in fact, I find it very difficult to follow such that I don't totally understand it. I am sure if I invested time in it, I could get more familiar with it, but it doesn't seem to be as flexible, or offer the depth of the standalone SSG programs that I know and love.

I am not totally sold on Chuck Carnevales FAST Graphs, but I found it easier to understand, and I personally think better implemented than Better Investing's online SSG.
I would be very disappointed if Toolkit faded into the background due to lack of support.

I appreciate all who contribute.
Kind regards,

Roger

Edited by user Thursday, July 11, 2019 7:28:11 AM(UTC)  | Reason: Clarity

In reply to rk4353w:
I also like the desktop version of ToolKit a bit better than the online SSG program on the BetterInvesting web site. It also depends on which version of the online program you are using, CORE or SSG+. The SSG+ is more like ToolKit than the CORE version. I do know that updating and adding features will be easier with the online platforms.
Input from users will help make the online SSG easier to use and possibly more powerful and useful. Please make your suggestions to improve the online SSG known.
There is one feature from the online programs I find quite useful that is not available in ToolKit. This is in the Stock Comparison. The online programs allow for data for the industry to be displayed along with the data for the individual companies chosen to be compared. If your comparison has companies from more than one industry, you can move back and forth among the data for multiple industries.

Russell Malley

One small clarification to the above post. The Lock button on the Data window that Russell describes, does appear on all three tabs of the Data window, but is not applied individually. If the Lock is clicked while you are looking at the Annual Data tab, the Basic and Quarterly Data tabs are also locked, for example.