424 results found
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For ALL levels of VectorVest subscribers, add user-generated stop values to graphs and portfolio holdings layout.
User-defined stop values need to be 1) a parameter in the Graph Control Panel 2) a column in the Portfolios Holdings layout and 3) ideally, an ongoing line graph in portfolio-generated graphs (just like the VV stop line). VectorVest talks mightily to us about managing per our stops. Yet VV doesn't give us our stops to monitor ANYWHERE, unless we buy the ProfitLocker Pro module. This is unconscionable, and definitely not customer-centric. We can't manage without our stops visible to monitor. And no one should have to pay up to get that. Period.
1 vote -
moving lines of data in portfolios
It would be good to move the stocks listed within a given portfolio up and down. A user might want to rank order stocks being considered; say most desirable on top and less desirable below.
1 vote -
New portfolio fleld
Re portfolios users create, it would be helpful to have a field for users' notes (like, buy once it crosses resistance at $xx.xx) . This type of note-to-oneself could also be accomplished by a post-it note feature.
1 vote -
Revamp the portfoilio/Genius alerts to be more streamlined and informative. Right now it’s a repetitive jumbled mess.
There are 3 parts to this suggestion. I go into each one in detail in the attachment, but basically there are three broad suggestions:
- Revamp the daily email, which is basically a regurgitation of the prior day's activity log. It is currently a mess, far more data than needed, inconsistently presented, and oftentimes redundant. All that makes it far less useful than it could be. Bottom line: state only the last “stop criteria met” of the day for each position, and eliminate all of the “Stop Criteria…enabled” alerts for each position.
- Revamp the Activity Log of the Genius itself, so…
1 vote -
List Transaction date/time as a field to choose and sort on in portfolio > layout
List Transaction date/time as a field to choose and sort on in portfolio > layout. That way one could sort by intraday time to look at duration of trade for day trading etc. Only giving trade date is limiting as the timestamp is an important value for traders for many reasons. It should be easy to do as the data point is stored with the trade.
Under Portfolio > reports >
Transaction log does list "Trade Date" as mm/dd/yyy hh:mm xM format so time is recorded somewhere. While T log is open cannot return to VV program. Cannot cut/paste or…
1 vote -
Portfolio Activity Log and Daily Email Alert Summary
Stop showing Stop Criteria Enabled status for each and every position every time the Genius is turned off and back on again. Only show a status when a Stop Criteria has actually been CHANGED for a position. Otherwise, the log - and especially the daily email summary - gets so busy that more important changes are in danger of getting buried in the chaff.
1 vote -
Add the ability to create strategies using technical selling parameters instead of Gain/Loss
I can create a technical search to buy stocks as part of a Genius Strategy but I cannot use a technical search to sell a portfolio stock with the Genius.
We should be able to sell a stock based on technical parameters rather than just Gain/Loss parameters
1 vote -
Add Trade Button
On behalf of Sunil Taneja, he would like the ability to click "add trade" in portfolios and populate the order form to send to IB, like the competition participants. See attachment
1 vote -
International Market Timing Models
Markets are correlated internationally. That is a Vectorvest user in the UK or Europe needs to be aware of the S&P500 Market Timing model even when they are making investments markets outside of USA. It would help non-USA Vectorvest users if under the Genius system they could set up a trading system that was cognizant of both of their own local market timing system AND that of the dominant (USA) market.
1 vote -
Allow More Than 10 Portfolions & Analysis of Portfolio Performance
Vectorvest is already a good tool for creating and back-testing strategies and then implementing them as stratgies (either for real or in paper form). But at present we are limited to 10 porftolios (i.e. you are limiting us to running 10 concurrent strategies). Increasing this limit would help us at the cost of a little more disk space. Moroever, once you have multiple concurrent strategies to consider giving us some tools to appraise how they are performing relative to one another over differing time frames (1 w, 2w, 1m, 2m, 3m, 6m), or which ones have momentum relative to the…
1 vote -
When selling a stock have the portfolio value reflect the value of the actual sale by matching the sale shares to the purchase shares FIFO
I'm a user of VV or over 10 years. currently the program averages the base purchase price of a stock when multiple purchases are made. I've been told that when that group of purchases is sold the average price is used to calculate the proceeds, which throws off the actual portfolio value. In other words, the sale proceeds are reflected accurately in the buying power but not in the portfolio value. This is no way to accurately measure performance or the portfolio. Please make adjustments necessary to match the sales to the shares held on a FIFO basis (as the…
1 vote -
Modify genius so it checks searches more frequently when room in portfolio
Modify the genius so it checks the searches throughout the day when there are not enough stocks in the portfolio to fill the requirements. It will notify of a sell but it will not notify if there is a suggested buy until the end of day
1 vote -
Portfolio Totals
Could you please include "Day Change $ amount" and also include this amount on the bottom of the columns on the portfolio page. i.e. Day $ change - total portfolio, Total - portfolio $ cost basis, Total - portfolio $ Market value.
On the mobile app in the portfolio section, could you please include the $ day gain for each security1 vote -
Portfolio Addition Request
Need ability to add spinoff shares (e.g., WAB from GE) to portfolio when price received is $0.00/no fee. Technical support unable to resolve. Only work around for now is to designate acquired price as >$0.00.
1 vote -
Keep Initial Investment line ON ALL THE TIME on portfolio graph setting once I choose on.
Keep Initial Investment line ON ALL THE TIME on portfolio graph setting once I choose on.
1 vote -
Add the ability to choose a default color for Portfolio graphs under the Tools/Application Settings feature.
Please add the ability to choose a default color for Portfolio graphs under the Tools/Application Settings feature.
1 vote -
1 vote
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Less Manual entering of trades for linked accounts
If you link a brokerage account and trade right through VV, it would be great if the trades were automatically updated in the VV portfolio so they did not need to be entered manually.
1 vote -
In portfolio I would like to see the profit or loss of the existing stocks in the portfolio. Not just the cumulative for open and closed.
In portfolio I would like to see the profit or loss of the existing stocks in the portfolio. Not just the cumulative for open and closed. Just the open ones now.
1 vote -
Please will you make it possible to use £ as well as $ values in US portfolios?
My broker uses £ for US stocks which means that the investment amount, commission etc would have to be constantly adjusted manually in a US VectorVest portfolio for the exchange rate, Can accounting for the exchange rate be made automatic so that prices can be entered either in USD or in another currency as convenient ?
1 vote
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