423 results found
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1. "deleted" Portfolio temporary file for recovery
Put "deleted" portfolios into a temporary "recently deleted" file that can be recovered if necessary.
I lost years of data that may never be replicated because I accidentally hit the delete button. It would be great if i could recover it like a deleted e-mail.1 vote -
I know that the system gives you a check when entering a position after setting a portfolio. If I make a mistake there is no way to fix.
After I have set up mu portfolio I know the system request is your input correct. If I made a mistake and hit enter ther is no way to go back and correct the error.
1 vote -
Color a couple of the the choices when "left-clicking" on a stock. This would provide instant orientation in the l
When left clicking on a stock symbol in Portfolio a long list of options will appear. Color would add a quick visual orientation if only to break up the monotony of having to read each one to get where one wants to go. Imagine most people use the Charting option frequently and coloring it would make it easier to find. Perhaps coloring another selection nearer the top of the chart would be good to. Then at a glance we would know which direction to go to get what we want.
1 vote -
Create Portfolios for top 3 Canadian Challenge Winners...do same in USA
Include all the respective trading rules to buy (add) and sell (remove) the stocks for the top 3 winners
1 vote -
Portfolio
Delete/Edit stock rather than just clsoe positions
1 vote -
Make hiding VV Portfolios checkbox setting remembered
I would like to have the VV ports hidden by default, but there is no setting to do so. I like the checkbox visible and available to change, but it would be nice to retain the last setting I made to that checkbox.
1 vote -
For dividend reinvestments
For Divdend reinvestments. Let us put date, stock, commission, COST BASIS, and either number of shares or share price. and let VectorVest compute either the number of shares or the share price. ITwould make entering Dividend reinvestment much easier.
1 vote -
Allow Current Holdings entry to Portfolios on creation
As a new user, VV7 is impressive, but not user friendly in navigating back to a watchlist after carefully creating one, nor is it clear on how to create a portfolio of current held positions as a new member. It appears that you have to BUY your holdings today, instead of being able to enter the date you bought them, the numbers of shares, purchase price months ago, etc. Adding stocks to a portfolio appears like you are placing orders to purchase them again through a broker. Very confusing.
1 vote -
'Reconciling' portfolios - movement of funds between portfolios
I have five portfolios which are actually real time Schwab portfolios. I make ever effort to make sure that every transaction actually made in Schwab is 'mirrored' in VV as otherwise, reconciliation is impossible. Funds are sometimes moved from one account to another or to and from a bank checking account and a Schwab account. I would like VV to provide a 'memo' field in the portfolio ledger so that we can 'remember' why or where funds were moved. This field can be hidden unless it is brought 'forward' to be viewed.
Example: I have a Schwab account which is…
1 vote -
In Portfolios: ability to add spinoffs such as DF's on 5/24/13 spun off waav and waav-b
In Portfolios: ability to add spinoffs such as DF's on 5/24/13. Spun off waav and waav-b
1 vote -
In comparing VV portfolio entries to actual brokerage account, provide means to list trades specific to a particular stock for accuracy.
If one is an active trader, not necessarily a day trader, entering every single cash entry / withdrawal / purchase and sale of stock, dividends paid and reinvested is really laborious. It is extraordinarily difficult to be accurate. If we are not able to import our actual brokerage records in to VV7, provide us with the means to list all entries pertinent to a specific symbol so that when we are attempting to balance accounts between VV7 and brokerage, we can readily see only entries pertaining to a specific symbol. Otherwise, trying to balance fractional shares and DRI's becomes a…
1 vote -
Portfolio Efficiency
Please make the Portfolio operation the same as the back test operations.portfolio operation is in synch with he mkt, the backtest is not. This is is actually causing me a lot of headaches and -ve opportunities... You need to also activate the long and short positions whne you have a postfolio that has both and not only using one or the ohter.
1 vote -
1 vote
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1 vote
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Improve print layout in VV-7 portfolios. Old VV has better print layout
When you try to to print a model or custom portfolio, the print lay out is not good and there is no tool to improve. If there is , then it needs better explanation
Thank you..1 vote -
Add Market Timing automation tools and start and finish dates to the PortFolio Manager
As it stands, the Portfolio Manager lacks the flexibility of the BackTester and consequently has limited value as a live trading management tool. To improve the usefulness of the Portfolio Manager, the Market Timing Automation tools should also be included as part of the tool kit along with start and finish dates.
1 vote -
Choosing which open parcels to sell in portfolio tracker
Does your portfolio module allow the user to choose which open position(s) are to be sold?
Currently it seems that rules average out the entry price of all open positions and then force earliest parcels to be sold first. This may not be what the user is doing.
The portfolio summary report then tries to give the user feedback on winning/losing trades and then a further breakdown on open/closed positions. The summary data provided is misleading because of the rules that have already averaged out the positions and forced earliest parcels to be sold first. It tells you there have…
1 vote -
Post new portfolios. Take last years great portfolios and start them at 1/3/2013 and not at 1/6/2012.
Very simple... Take your last years portfolios and change the starting date to 1/3/2013
1 vote -
Ability to email Reports
Ability to be able to email the various reports from reports dropdown.in the Portfolio manager. Right now you can only print each of these reports.
1 vote -
Add limit limit, stop and stop limit orders as found in Scottrade.
The idea is to give us the same tools as found in on-line trading services like Scottrade.
1 vote
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