424 results found
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Line In The Sand Stop
In the Successful Investor Course, we learn to set a "Line in the Sand" -- a constant value which is given to the broker as a Stop-Market order. Under some conditions, we manually adjust the stop upward. I don't see a way in the Portfolio to set a constant value for a stop. Because I am trying to follow the Successful Investor system, this is a problem for me.
1 vote -
1 vote
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Please add Comcast mobile for texting updates for the portfolios. There is no op
Please add Comcast mobile for texting updates for the portfolios. There is no op
1 vote -
Model Portfolios
Create new model portfolios based on trading strategies and types: conservative, prudent, aggressive, dividends, etc.
2 votes -
1 vote
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n a portfolio add the ability to graph an individual stock’s GAIN and ROI. This would allow one to visually see how their investment is perf
In a portfolio add the ability to graph an individual stock’s GAIN and ROI. This would allow one to visually see how their investment is performing over time.
1 vote -
Add "Recommend & Accept" function from RoboTrader to portfolios"
RoboTrader's ability to provide recommendations that you then "accept" is very convenient. You can also reject a stock suggestion (e.g., GameStop). With the Genius on in Portfolios it will automatically "sell" a stock and then "buy" another.
Also - should allow more decimals in stock price in portfolios like in RoboTrader.
1 vote -
Correct Decimal Places in Portfolio View
In Portfolio view we are able to add stock purchases with fractional shares. This is great, as many brokers allow us to purchase factional shares. As shown in file "1", VV allows us to add 7 decimal places. So far so good. However, when I view my purchases in the Portfolio (file "2"), VV rounds the shares up to the nearest whole number for the amount of shares owned (the cost basis is computed corrected). Suggestion #1 is to revise the Portfolio view to show how many shares we really own and NOT round the number of shares…
1 vote -
Allow Zero Commissions
Cannot create a portfolio with a 0.00 commission.
2 votes -
Allow Zero Commissions
Cannot create a portfolio with a 0.00 commission.
2 votes -
DRIP entry into portfolio
Make it possible to split a dividend payment into cash and DRIP components so the number of shares held in the portfolio and the buying power are reflected correctly once entered.
This can be done now by adding the total dividend in cash and then purchasing the number of shares at the DRIP value, but it would be terrific if it could be done in one window.
1 vote -
DRIP entry into portfolio
Make it possible to split a dividend payment into cash and DRIP components so the number of shares held in the portfolio and the buying power are reflected correctly once entered.
This can be done now by adding the total dividend in cash and then purchasing the number of shares at the DRIP value, but it would be terrific if it could be done in one window.
1 vote -
We need a Gain% stop level Criteria.
Stop criteria should be more realistic and allow users to select Gain% threshold level. Stop levels cannot not react fast enough to volatile markets price changes. Some of us learned that the hard way.
1 vote -
Portfolio Re-balancing
Portfolio Re-balancing can be an important aspect of portfolio management for longer term portfolios. Provide a portfolio re-balancing tool that will automatically generate transactions to adjust the portfolio to percentages defined by the user for each security.
4 votes -
More Robust options for portfolio export
Allow selection of more portfolio fields when exporting a portfolio to excel. System only allows export of company name and symbol when doing this:
right click(in portfolio holdings)>>Export to .csv>>All Rows
3 votes -
Create a Search for a word in title of My Portfolio
I have hundreds of saved portfolios - I want to be able to search by a word in the title.
1 vote -
Allow user-designated choice to calculate stop values based on 1) intraday highs or 2) end of day highs.
Currently stop values are calculated off intraday highs, which is more useful to day traders than longer term traders, and creates distorted stops for the latter. More Settings tab on the Automation Rules screen would be a good place to put it.
1 vote -
My Portfolios can be improved by including the same graphics and analysis as with Trading System Viewer
It would be quite helpful to be able to compare My Portfolio performance to that of the Trading System Viewer. To do that simply present My Portfolio performance in the same way as is done in TSV (1 mo., 3-mo, 1-year, ytd, etc.). Maybe you couldn't easily come up with a category title (prudent, conservative, etc.), but that would not be too critical. For those of us trying to create our own trading systems this feature would be very useful.
2 votes -
max drawdown
I would like to see the maximum drawdown that my trading system has had somewhere (maybe on the graph under the displayed gain or loss for the system). Then I can compare to the drawdown that I had gotten for the trading system in the backtester. This would be great if done for "Robo Trader" also
1 vote -
calmar ratio
put a column in the results page for the calmar ratio
1 vote
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