VectorVest 7

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  1. You can improve the portfolio manager by allowing all types of option trades to be entered.

    You can improve the portfolio manager by allowing all types of option trades to be entered

    5 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  2. 5 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  3. Fractional Shares

    Allow us to add fractional shares to a portfolio, especially given the DRIP watch list. If you do setup DRIP instructions on a share purchase fractional shares are the outcome. I'd like my VV portfolio to match my brokerage account

    5 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  4. 5 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  5. Custom stop criteria for sending alerts based on MA crossovers

    Ability to create custom stop criteria for sending alerts based on MA crossovers

    5 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  6. add stops from simulator to Portfolio Manager

    The sim tutorial shows many sophisticated stops. Could these stops be available in Portfolio Manager? Without them there, you could create the system you want to trade, but be unable to use VV to trade it.

    5 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  7. Export Equity Curves and Perfomance Curves

    Allow export of equity curves from portfolios and date from performance graphs to CSV files. Equity curve export is available in Simulator. Need same capability across VV products.

    5 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add graph links in the Trade History of the Manage Portfolios section of Portfolios

    It would be nice if one could click on a stock in the Trade History and see a graph of the stock. So many times I'd like to have the ability to quickly check a stock in trade history. Having this linking to the graph would be a handy way to do it.

    5 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to Edit ACTUAL purchase prices when Genius is enabled

    When Genius to flag buys and sells, it uses its own pricing (when that trigger happens), but that is not reality because it is not linked to an actual buy/sell at your broker. Once I actually make those buy/sell I cannot enter the now actual quantity and price into the portfolio without disabling Genius first - I cant do ANY management activity when Genius is active.

    4 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  10. in stop criteria allow more flexibility to build your own stop criteria, like price > 5-day SMA

    in stop criteria allow more flexibility to build your own stop criteria, like price > 5-day SMA

    4 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  11. Portfolio Minigraph settings intraday to reflect "THAT DAY" results

    The End Of Day and the intraday settings reflect the investment, dollar and percent change from day of opening the portfolio. Please change the INTRADAY setting to reflect THAT DAY dollar increase and THAT DAY percentage increase FROM THE DAY BEFORE, and also the initial investment can change to PREVIOUS DAYS CLOSE. This way they would reflect each setting appropriately. When I'm in Intraday mode I would like to see what I'm doing for THAT DAY and not the amounts from my initial portfolio opening. Honesty guys, I don't know how this one got by you for so long.

    4 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  12. It would be good to have the Genius system under portfolio's issue an alert when the timing indicator required to invest changes.

    It would be nice if the Genius system under portfolio's issues an alert when the timing indicator (Confirmed Call) changes. I was fully invested when C/Up changed to C/Dn and the portfolio alerts indicated that there was nothing to report throughout.

    4 votes
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  13. Add a group (master) portfolio allocation function allowing me to allocate my portfolio to several strategies and track as one.

    I would like to have a master portfolio that can track several seperate portfolios, with different strategies, as one.

    4 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  14. Import stock symbols from CSV file into a new portfolio

    I use another technical charting tool that allows exporting to a CSV. Based solely on standard technical analysis, it would be nice to be able to bring a CSV file into a new profile and refine the list of potentials using Vector Vest filters

    4 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add to Portfolio from Apple iPad

    Under the iPad/ Iphone app be able to add and remove stocks from your portfolio without having to go onto the program on my home computer.

    4 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  16. Annualized Percent Gain for each stock

    Portfolios for each individual stocks, add a cloumn that would calculate the Annualized Percent Gain. So if you have it less than a year you can see where it might go. Greater than a year you can see if it is doing well on a yearly bases.

    4 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make Portfolio Automation change with Market Timing

    Once I create the Portfolio, I want VV to automatically trigger stock Buy/Sell if market condition changes. In essence my Portfolio changes should follow the same stock transactions as the Back tester. This will allow the user to automatically trigger instructions to his Broker. I would expect an alert to text with Buy/Sell activity and reason why this triggered.

    4 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  18. Cash Positions on Portfolio Graphs

    Include (optionally) cash positions when graphing portfolio positions

    4 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  19. multiple alert criteria

    Ability to set multiple stop or alert criteria such as trailing %, S recommendation and VST less than certain level.

    4 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  20. Portfolio Percent Gain/Loss

    Currently the text next to the Portfolio Minigraph displays the % Gain/(Loss) and % Gain/(Loss) Today fields as integer values. Please add one or two decimal precision to display a more accurate value. Example, a gain of .49 displays as 0%, a gain of .52 displays as 1%.

    4 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
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