VectorVest 7

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  1. 206 votes
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    20 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add stops criteria (exit) based on technical analysis such as DPO, MACD, etc..

    I like to see VVC 7.0 Realtime, Pro Trader and Simulator have additional Stops criteria based on Technical Analysis such as DPO, MACD, MA, and/or popular signal.

    40 votes
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    3 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow dividend reinvestment in Portfolio manager

    Allow dividend reinvestment in Portfolio Manager

    36 votes
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    10 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  4. add portfolio groups function

    It quickly gets cumbersome to work with a list of portfolios without the ability to group them and minimize and expand the groups

    30 votes
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    5 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →

    Portfolio Groups is a feature we are currently working on for a future update that will greatly improve the Portfolios in VectorVest 7.

    We don’t have a date yet, but I’ll let you know when the update is ready to be released!

  5. CREATE TRAILING STOP AND PROFIT EXIT COMBINATION LIKE YOU HAVE IN SIMULATOR

    I can not follow portfolio in real time since I am using 25 % Profit exit and 15% trailing stop at the same time. It should not be complicated for you to add.

    28 votes
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    7 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  6. Create the ability to add stocks to already existing portfolios in VV7

    We need an add to portfolio button just like we have an add to Watchlist button.

    27 votes
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    3 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  7. Report annualized return in the portfolios and the summary report.

    I've always enjoyed viewing the annualized results from my investments, even though some may be for only a short time. To show this in the portfoloios would give me a better handle on the performance of my investments.

    23 votes
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    4 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  8. Import Personal Portfolio Data

    If users were be able to import their transaction history into vector vest portfolios (readily downloadable from most brokerage accounts as a csv or xls file), they could use vector vest tools, data history, graphics, etc. to see how they have done with their actual trades. Manual entry is too laborious for an active trader!

    23 votes
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    5 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add ability to group multiple portfolios together, and report performance of the group.

    I would like to group multiple portfolios together, and be able to show the performance of the entire group. Also allow for more than one grouping, and allow any one portfolio to be in more than one group.

    22 votes
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    5 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  10. add ability to print desired number of pages

    When printing stocks' listing in unisearch or portfolios, I often only want the first page, but don't have that option in VV7.

    21 votes
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    3 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Strategy to the Portfolio Summary Report

    For the basic Portfolio Summary Report, the Strategy used should be added to the report, along with all the parameters of the strategy.

    This will be quite helpful when comparing numerous results for both live and back testing (and eliminates having to put it within the Remarks or Title of the Portfolio).

    16 votes
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    3 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  12. Graph a portfolio

    VV allows you to graph a watchlist, but not a portfolio (as far as I know). Allow the same functionality so you can track the RT of your consolidated portfolio, compare performance vs the VVC or other metrics, etc.

    16 votes
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    completed  ·  1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  13. In portfolio manager add position sizing

    In portfolio manager add a position sizing that would be a % of the total portfolio amount related to the stop:
    example
    Portfolio amount = 25,000
    stock price = 13
    stop is at 11.50
    I want to risk 5% of the 25,000
    have it where I can pick whatever % I want to have at risk 2%,5% ect
    number of shares to buy =833
    I have 1,250 @ risk

    15 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  14. 15 votes
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    3 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  15. Days dollars gain or loss

    In portfolio section days dollars gain or loss should accompany the days percentage gain or loss.

    14 votes
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    6 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  16. Profit Target Stops for Portfolio Automation

    Add Profit Target Stops to Portfolio Automation

    13 votes
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    6 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add notes to stocks in Portfolios

    Add notes to stocks in portfolio's, I like to keep track of why I originally bought a stock and where i found it. Also marketconditions when I bought a stock....currently I have to do this in Excel. Would be nice to be able to keep track of everything right on Vector Vest.

    12 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  18. Show dividends received on Summary Report

    I would like to see dividends received on the summary report in the same section as interest paid/received and commissions

    12 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  19. add compound annual rate of return to Portfolio Summary

    As Vv 6.0 in the portfolio summary add the Techical Analysis section.

    11 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add a 'point' trailing stop

    A point trail looks at the current profit, for example you bought xyz at 40, it is now trading at 42, you have a 2 point profit, and you have a .75 point trail, which means if the stock dropped to 41.25 it would trigger your exit with a 1.25 profit.

    11 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
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