426 results found
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Provide a Portfolio summary table showing performance data for all portfolios at a glance.
The table would list all portfolios in a format similar to the stock viewers. This would provide a performance summary in an easy to interpret format. This would be faster and easier method than having to manually sequence through each portfolio.
5 votes -
Custom stop criteria for sending alerts based on MA crossovers
Ability to create custom stop criteria for sending alerts based on MA crossovers
7 votes -
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 -
5 votes
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Add Portfolio Graph Options - YTD and CUSTOM in addition to EOD and Intraday
I'd like to have the ability to see my portfolio performance on a custom time period as well as YTD. If you track a portfolio for several years, you want to see how you are doing in the current year or maybe current quarter.
5 votes -
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 -
In portfolio report (V V 7) if you can put calender for two dates for the reporting period
Allow user to define two dates in portfolio reporting to select performance of the portfolio
4 votes -
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 -
allow copying of tranactions data from one portfolio into another portfolio
I would like to create different portfolios for various searchs and strategys, but also a larger portfolio that contains the results of several searchs/strategys for a more overall look and tracking? This would be easy if the copying of transaction data from one portfolio into another. Thus combining several strategys into the larger one. or vice-versa by coping selected position or tranactions into a new portfolio.
Without this ability, if is much more difficult as you have to enter all the data twice.2 votes -
Portfolio
Delete/Edit stock rather than just clsoe positions
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 -
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 -
In portfolio manager add position sizing
In portfolio manager add a position sizing that would be a % of the total portfolio amount related to the stop:
example
Portfolio amount = 25,000
stock price = 13
stop is at 11.50
I want to risk 5% of the 25,000
have it where I can pick whatever % I want to have at risk 2%,5% ect
number of shares to buy =833
I have 1,250 @ risk24 votes -
add portfolio groups function
It quickly gets cumbersome to work with a list of portfolios without the ability to group them and minimize and expand the groups
47 votesPortfolio Groups is a feature we are currently working on for a future update that will greatly improve the Portfolios in VectorVest 7.
We don’t have a date yet, but I’ll let you know when the update is ready to be released!
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Portfolio allowing Stop management from a previous starting date
In the VectorVest 6 platform you can create Portfolios which start back in time having your selected stop management criteria put in before you open any positions. The VectorVest 7 platform however has no ability to do this. It would be advantegous for old VV 6 users who are now using the VV 7 platform using Portfolios to have the same template as previously.
3 votes -
In VV7 put the max Drawdown in the portfolio report as it is in the backtest Report
In VV7 put the Max Drawdown in the portfolio report as it is in the backtest Report
4 votes -
4 votes
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3 votes
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On portfolio add field that is editable so I can mark stocks I own in that portfolio
On portfolio add field that is editable so I can mark stocks I own in that portfolio. This way I can look at the graphs of stocks I own
8 votes -
add ability to print desired number of pages
When printing stocks' listing in unisearch or portfolios, I often only want the first page, but don't have that option in VV7.
27 votes
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