423 results found
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Portfolio: Support Multiple Stop Criteria for Same Stock
On the Portfolio tab, allow multiple stop criteria to apply concurrently to a given stock. For example, Trailing Stop plus %Gain/Loss. Minimally, this would be for one OR the other. Better would be to support other logical combinations, like AND and OR, with parentheses grouping.
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On Portfolio List, Flag Symbols Where Stop Criteria Met
On the list of stocks in the Portfolios tab, flag the symbols where the Stop criteria has been met. In cases where automation is not being used to close the position, this is very important. It saves going back through emails or the Activity Logs.
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Ability to find a stock position in all of your portfolios simultaneously.
Have the ability to locate a particular stock in all portfolios simultaneously rather than having to open many portfolios to find the position. If it could be extended to stocks found in various searches simultaneously, that could also be a plus and real time saver.
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Portfolio Stock Cost
Allow the cost/share amount to be at time of entry be used to calculate the %prc field. This way on purchase day you can see the true %prc gain.
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Send portfolio alerts to buy the night prior just as sell alerts are sent. Having the buy alerts allows for review before market open.
When the buy or sell portfolio timing criteria is met, sell alerts are sent after market close. Buy alerts are sent after market open the next trading day. Having the buy alert the night before, allows for review and execution at market open if desired.
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Enable Portfolio columns width adjustments to allow more columns on screen
Enable Portfolio columns width adjustments to allow more columns on screen
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Show Recommendation
On the iPhone when I look at my portfolio, it would be nice if the Vector Vest recommendation was shown after the stock price
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I'd like the ability to apply or adjust conditional stops on existing positions when a Down Signal occurs.
The ability to customize a trading system to apply or adjust conditional stops on existing positions when a Down Signal occurs.
Example: tighten trialing stops on existing positions during a C/Dn or even a neutral signal is given.1 vote -
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The Ability to Close a Portion of a Position
After you open a position, the only choice is to close the entire position. It would be great to have the ability to close a portion of the position. I will often sell a portion of an open position to lock in some profit and then sell more of the position as it continues to rise (or fall) based on my target criteria.
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Allow Portfolio's to be Created via a Table or Imported instead of One trade at a time
A portfolio is now created by entering one trade at a time. If a portfolio exists on another platform, how do we get that across and integrate it easily into VectorVest? How about using a table to input values, or allowing to import via CSV? Right now it takes too much time especially if the portfolio has 20-39 holdings.
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More flexibility to for stop losses or gains whenever entering new market timing conditions.
Whenever market conditions change (move into c/up, c/dn, kicker combo, etc.) allow automatic settings to change, thereby enabling tightening or loosening of stops or gains, and changing investing size as well as number of stocks to purchase.
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For funds not tracked by portfolio have ability to enter unit market values and enter fees charged by fund mgr
Also allow for transfer of funds from one portfolio to another.
1 vote
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