426 results found
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Add a column to show what “Todays $ Gain” is.
When I make a portfolio can I add a column to show what “Todays $ Gain” is. If there is no way for me to add that column now could you add that column in an update? It would be great to see what the dollar gain is for that day with out having to get out the calculator.
Thanks
Bob1 vote -
Portfolio Graph Intraday Change
On the Portfolio Graph (Intraday), when you select "Show Change" it should show the change for the day.
It shows the % change and $ change for the Portfolio since inception, same as the EOD Graph.
Would be nice to see Percent Change and Dollar Change for the day.
I have 3 Portfolio Mini-Graphs on my Home Page and would like to see the % Change and $ Change Intraday.2 votes -
Sort Alphapetically by Default
The default sort order for portfolios, well there doesn't seem to be any. Even customer service doesn't know. Alphabetically would be nice, or by VST Descending. It is rare that anyone wants to sort ascending, but that is the default sort order when clicking a heading on any column. Please change the default sort to descending with clicking on a column header.
1 vote -
Please add day $$ change, ytd $$ change and total $$ change to the top of the portfolio page.
Please portfolio analysis to the bottom of the portfolio page.
4 votes -
GENIE
GENIE SHOULD ALSO ALLOW TO SEND ALERTS OF PURCHASES, NOT JUST SALES OF POSITIONS
1 vote -
Drop the requirement for a commission entry with so many firms offering free trades.
The Portfolio Add Trade window requires a value entry, which then has to be undone with a Cash Deposit, to result in correct totals.
1 vote -
Allow 6 decimal places when editintg a transaction in the portfolo manager transaction log.
My broker, Commsec (Australia's largest) uses 6 decimal places on their contract notes but VectoeVest will only allow 4 resulting discrepancies in all the accounting and brokerage making it useless to submit for taxation
2 votes -
Supply in VV 7 Portfolio reports both CAGR and ARR
This information is present, and much more, in VV6 (US), and is invaluable. I really do not understand why it is not provided in VV7. Also badly needed is deepest drawdown, also present in Portfolio reports for VV6. I now use 6 for most portfolio work for this reason, but it lacks certain search capabilities needed in, e.g., Midas and Colt 45.
4 votes -
Portfolios should include performance for the year and not only since inception
Portfolios should include performance for the year and not only since inception
5 votes -
Add a column in portfolios and watchlists to show the row number in the VST sort of the VVC list of all stocks in the database.
This would allow me to see where the stocks I own and those in my watch list fit into the Vector Vest ranking list; not merely the VST number on each stock.
This would meaningfully help me compare each of my selected or owned stocks as to where they serially fall in the VVC body of ranked stocks.
I think this would also materially help even when looking at the "Stock Viewer" lists.
Your consideration would be especially appreciated.
1 vote -
add capability to manually resequence the order of the portfolios. over time some become more important than others.
ability to resequence order of portfolios by manuall drag and drop title.
1 vote -
would love to see the following enhancements to the portfolio page:
would love to see the following enhancements to the portfolio page:
1. in addition to “% G/L Today”, would love to see “$ G/L Today” … in total and even at a security level
2. since you know about all the different “positions” (lots) for a security, you should provide an option to expand the rows on the display to show those with appropriate long/short term capital gains designation1 vote -
Portfolio Genius
Is it possible to program portfolio manager to generate email alerts when moving averages of any open position within a portfolio meet set cross over criteria?
3 votes -
Add Portflio Automatic Stop Loss Exit Feature
It would be extremely helpful to me if I could have the option to automatically close entire portfolio at a designated drawdown percent, value point or amount. Portfolio charts often show spikes up followed by quick, steep declines. This can often happen because of some news or expectation like maybe there wont be a new tax plan etc.
1 vote -
Sector diversification graphs
VV currently displays Stocks and Industries diversification pie-charts in the Reports section of Portfolios. Could we also have the option of a sector diversification pie-chart?
1 vote -
Add the ability to change the date range on the Portfolio MiniGraph to year-to-date or 1 year,not just EOD or Intraday
Add the ability to change the date range on the Portfolio MiniGraph to year-to-date or 1 year, not just EOD or Intraday. My graph allows me to see about 5 years of performance (too much) or just 1 day (not enough). I suggest the graph time-span be customizable.
5 votes -
Genius - Allow Dividends to be added while Genius is on
To manually entering dividend payments in a portfolio one is required to shut off the Genius. However when the Genius is again activated the stop criteria changes to 'None' on the table. After reactivating the Genius the stop criteria should be preserved and not have to be manually reset. (This applies to 'end of day' or once per day mode)
11 votes -
Allow User settings to be saved in a Portfolio
Improvement Request:
Since I have been a subscriber to VectorVest (many years) I have had a problem with the User Portfolio settings. I have several different Portfolios set up for different stocks and can add my stocks to them and then arrange the various columns the way I want, but the problem is that the columns do not stay where I put them. If I leave the Portfolio screen and then return to it I find that all of the columns have gone back to their default positions and once more I have to re-arrange them. I have clicked on…
1 vote -
Help
How do I set up a portfolio where:
Mkt in UP condition: Buy stocks with a certain +/- profit locker lets say +40/-25.....
Mkt in DN condition: Do buy or sell short anything, and adjust the profit locker (effectively tightening stops) to say +40/-10 on all stocks I have (purchased in Mkt UP condition).
One or two of the folks there didn't think it could be done.1 vote -
Add field for essential stamp duty (tax) in buying costs of UK stocks in portfolios
Add field for essential stamp duty (tax) in buying costs of UK stocks in portfolios, as it's a percentage (.5%) every purchase is currently a different buying cost as it's added manually to the broker's fee.
3 votes
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