426 results found
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Make it possible to place orders in portfolio to coincide with Daily strategy advice: "Prudent Investors should only buy stocks long if the
I use the VV Portfolio Tracker to test different kinds of portfolios. Each day VV gives me advice under the VV Strategy session. Tonight it was "Prudent Investors should only buy stocks long if the market is rising." It would be nice if I could give the Portfolio buying directions such as "Buy the following @ 10 am if market is rising." That way I could follow the advice of the VV Strategy session and get full value for the money I'm paying. Is that difficult to do?
1 vote -
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 -
The function 'annualised return per share' needs adding to the portfolio section.
Buying individual shares during the year it is difficult to see the comparable return per share. By annualising the return per share you can compare performance at a glance. The data for this formula is already there eg
(Current Price/Bought Price times 100) times (number of days share held/365)3 votes -
Training Webinars designed for UK market not just sales webinars though. We have enough of them
Training Webinars designed for UK market not just sales webinars though. We have enough of them
1 vote -
More concise SMS Alert format: AAPL *buy* Long 62 shares @ $550.45 in A-Rated (<-portfolio name)(No subject!)
To view all pertinent information from a smart phone's banner alert that a new sms message has arrived, the sms needs to be very concise so that all info is viewable immediately. There is no need to include a subject because It uses 5 characters + the portfolio name, which shoves the most important information off the viewable banner.
1 vote -
12 votes
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Add stops criteria (exit) based on technical analysis such as DPO, MACD, etc..
I like to see VVC 7.0 Realtime, Pro Trader and Simulator have additional Stops criteria based on Technical Analysis such as DPO, MACD, MA, and/or popular signal.
73 votes -
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 -
Revise portfolio Genius to handle stock splits without selling a portfolio position when this happens.
The Genius automatically sells a position if a stock splits. This causes a distortion in the portfolio return and positions status.
1 vote -
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 -
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 -
CREATE TRAILING STOP AND PROFIT EXIT COMBINATION LIKE YOU HAVE IN SIMULATOR
I can not follow portfolio in real time since I am using 25 % Profit exit and 15% trailing stop at the same time. It should not be complicated for you to add.
39 votes -
Portfolio Price Field should be Bid when Long and Ask when Short not Last as it seems
The price field in portfolios seems to be the last price. It should reflect the Bid price if the stock is long and the Ask price if it is shorted.
2 votes -
288 votes
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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 was hoping that the new Sure Fire portfolio's would be started as of this year. Would it be possible to have them as well?
I would just like to see the portfolio's started as of the new year, this way we would be able to follow and should get closely matching results. I would like to see both the new and the back tested portfolio's. Perhaps a yearly accounting as you do with some of the other portfolio's; close the year out and start a new year, this would help both new users and long term users alike.
0 votes -
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 -
In the portfolio you show the days percent gain,i would like to see the days dollar gain,
I would like to see the days dollar gain.
5 votes -
Import Personal Portfolio Data
If users were be able to import their transaction history into vector vest portfolios (readily downloadable from most brokerage accounts as a csv or xls file), they could use vector vest tools, data history, graphics, etc. to see how they have done with their actual trades. Manual entry is too laborious for an active trader!
54 votes -
add compound annual rate of return to Portfolio Summary
As Vv 6.0 in the portfolio summary add the Techical Analysis section.
15 votes
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