423 results found
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Bulk Loading Data
To Whom It May Concern:
I'm a new customer at Vestor Vest and have found the program really helpful and easy to use with the exception of one aspect. Loading my existing portfolios(s) and maintaining them.
I would like to bring my existing accounts up-to-date as a portfolio in VV but it has been painful. I want to mirror my accounts as a portfolio 100% by adding all transactions. With my main portfolio/IRA Account I must added 250 Dividend Transactions alone. This is painful and very time consuming.
Is there a way to bulk load Dividend Transactions, Interest Payments, and…
2 votes -
2 votes
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Add optional fields in Portfolio for Sector and Industry
Would like to be able to quickly see diversification by having sector and industry fields in Portfolio View
1 vote -
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.
39 votes -
VV7 Portofolio graphs continue to "run" after all positions are closed.
Once all positions are closed the graph continues to chart additional days, unlike VV online portfolio's. Would like the ability to have an "end" date in portfolio's.
1 vote -
Provide User Stop column in Portfolio Layout
Provide a "User Stop" Column in layout that computes the security price value for whatever portfolio stop criteria has been chosen.
7 votes -
Display "Trailing Stop" price in VV7 portfolios & have column heading in Layout available like VV6
In VV6 Portfolios there is the ability to add the column "Trailing Stop" which shows the dollar amount. Can we add this feature to VV7 portfolios as well?
3 votes -
Put graph button in portfolio
I'd like to see the same Graph 'Top X', 'Selected', and 'All' button in our portfolio view so that we can quickly view graphs of all the stocks within our portolio.
16 votes -
Allow user custom fields to be displayed in a Portfolio
Right now Custom Fields cannot be added to the Portfolio Layout. Please allow that capability.
4 votes -
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.
32 votes -
Add Call Buyback choice in Portfolio Manager
You can add an option premium in Portfolio Manager but there is no choice to buyback the call,i.e.,deduct the premium received and then sum. Currently, I have to use "Withdraw Cash" which does'nt accurately describe the transaction.
3 votes -
VV7 Add Manual Control for Date Setting Start and End
I would like to be able to test over a long period of time a long strategy for up markets and another strategy for down markets using money management criteria then get a total and report. This is possible in VVUS but not in VV7
2 votes -
NEED a single page printout of my portfolio -- including %gain/loss since purchase
I need a printout of the current status of my portfolio -- including % gain or loss since investment. This should be all inclusive on one page (landscape style is OK)
4 votes -
RES has split 3/2.
VV7 has alerted me to sell the stock. VV7 should handle split adjusted prices in real time, not have to wait until the next day.
1 vote -
Add option in portfolio management to deposit/widthraw cash that does not affect the total return
People in reality take money out or deposit money into the portfolio. The current version 6 or 7 will change the Return On Investment (ROI) when adding or taking money from the Initial investment, regardlless of when the transaction was done, resulting in a skewed ROI. There should be an option to add or take money on a specific date so the ROI will be calculated accurately.
6 votes -
4 votes
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1 vote
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Include the company symbol in your alerts, not just” position closed” or” new position”.
Include the company symbol in your alerts, not just” position closed” or” new position”.
2 votes -
"add trade" edit function behave funny when adding trade you made yesterday or today.
I enter ticker, date, nr of shares and basisincluding (as provided by my broker). Instead of adjusting the price per share to reflect the basis and nr of shares properly, leaving the broker commission alone, it messes with the comission. Entering older trades than yesterdays manually works as expected. Since I want to capture the actual basis correctly, I OK the price per share and funny commission your program likes, and now the results in the porfolio look funny. It appears that not all of the data in the resulting portfolio line adds up in this case as well.
1 vote -
Allow Exchange Processing Fee to be entered when I sell a stock I track in my portfolio
I like to track my portfolios to the penny and when entering a sale there is no field to enter the exchange processing fee so I have to add the commission back to the total and divide and even then sometimes can't get the number right without tweaking the commission on odd lots.
3 votes
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