424 results found
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Allow Printing & graphing from Trade History in Portfolios
I would like to see Printing and Graphing allowed from the 'Trade History' in Portfolios.
Printing is allowed in the 'Tax report', but that does not give prices in and out. No printing is allowed from the 'Trade History' report
Also, regarding graphig: having closed out all my positions, I want to go back to a chart and review my actions -- would I have been better off to have had different stops, etc. Yes, I can go back to the Stock Viewer and individually find and graph the stocks, but in the Trade History all the trades are there,…
1 vote -
Manually entering Price of trade doesn't work completely
When entering a trade in Portfolio, one needs to specify the stock symbol, and the quantity. If one manually enters a stock price -- the price you actually got on a trade already done -- you are NOT able to 'Apply' that price to the transaction -- the 'Apply' button is diminished. The work-around is that one needs to use the 'Get Price' button to get the last price, which does activate the 'Apply' button. Then one needs to change the displayed price to the price you actually got.
This is more of a 'bug' than a product suggestion. The…
1 vote -
Organize portfolios in alphabetical order in the Portfolio List
It would be great if one's list of portfolios could be listed in alphabetical order.
1 vote -
Some ETFs report an incorrect Sector in Portfolios. It would be a good to have them listed properly.
Four of the eight ETFs in my portfolio as listed by Sector are incorrect. They are: IEO, XLI, ACWI, SCHH.
1 vote -
Add choices in Portfolio's "Add Trade" dialog
Curretly there are four: Buy Long, Sell Short, Sell Long, Buy to cover. There needs to be options like: Close all Longs, Close all Shorts, Close all Trades. These would be done at current market price if selected. This way you could "flip" your stance at a C/Up or C/Dn in 4-5 clicks instead of 40-50.
1 vote -
1 vote
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Can you add the Portfolio Current Market Value somewhere within the Portfolio View?
The initial investment value and investment gain are shown but not the current market value.
2 votes -
Updating Stop Criteria
we currently don’t have the stop criteria = B (Recommendation). As noted by the customer, having this option would allow someone to purchase the stock at a SELL Recommendation and sell at a BUY Recommendation… Bottom Fishing could properly be attained using VectorVest at that point.
Thanks in advance for your consideration and make it a great day.
1 vote -
2 votes
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Add portfolio transaction review as there is in VV6
Add portfolio transaction capability as there is in VV6.
1 vote -
New Combination Stop Loss
Can you create a new stop loss which combines a fixed % to sell at with a trailing stop to limit loss at. eg.- G/L 50/20 where you would automatically sell if you hit your profit target of 50%, but at the same time your trailing stop would be climbing so that if you reached a profit of only 40% for instance and your stock began reversing, you would only go back down to 20% at which point your stop would be triggered and you would exit with a 20% profit instead of riding all the way down to a…
1 vote -
4 votes
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Add optional fields in Portfolio for Sector and Industry
Would like to be able to quickly see diversification by having sector and industry fields in Portfolio View
1 vote -
Allow Exchange Processing Fee to be entered when I sell a stock I track in my portfolio
I like to track my portfolios to the penny and when entering a sale there is no field to enter the exchange processing fee so I have to add the commission back to the total and divide and even then sometimes can't get the number right without tweaking the commission on odd lots.
3 votes -
VV7 Portofolio graphs continue to "run" after all positions are closed.
Once all positions are closed the graph continues to chart additional days, unlike VV online portfolio's. Would like the ability to have an "end" date in portfolio's.
1 vote -
VV7 Add Manual Control for Date Setting Start and End
I would like to be able to test over a long period of time a long strategy for up markets and another strategy for down markets using money management criteria then get a total and report. This is possible in VVUS but not in VV7
2 votes -
3 votes
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Need ability to set different exit strategies within one Portfolio in VV7.
Current software allows only one exit strategy per portfolio forcing us to establish separate portfolios for one ... real time or actual portfolio.
3 votes -
Portfolio print format
Do not go directly to printer - go to system print preference screen to allow draft and black printing to be selected
2 votes -
allow description notes made on a porfolio be visible when the port. is selected on Portfolio tab
In the EOD version, you can see any description notes made when creating the portfolio if you select a given portfolio...make this available on V7 Realtime...or have it as a option so that those who do not wish it visible or want the screen real estate could disable it...
1 vote
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