426 results found
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I would like to be able to include compounded rate of return for each stock in my portfolio, and in quickfolios.
Include compounded rate of return for each stock in a portfolio.
2 votes -
1 vote
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1 vote
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Portfolio: Support Multiple Stop Criteria for Same Stock
On the Portfolio tab, allow multiple stop criteria to apply concurrently to a given stock. For example, Trailing Stop plus %Gain/Loss. Minimally, this would be for one OR the other. Better would be to support other logical combinations, like AND and OR, with parentheses grouping.
1 vote -
On Portfolio List, Flag Symbols Where Stop Criteria Met
On the list of stocks in the Portfolios tab, flag the symbols where the Stop criteria has been met. In cases where automation is not being used to close the position, this is very important. It saves going back through emails or the Activity Logs.
1 vote -
1 vote
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Portfolio with Log Scale Opion
Portfolio results over a long time period are best displayed using a log scale. This way early results would be just as important as the later results. For a constant percentage increase, there would be a straight line.
4 votes -
2 votes
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2 votes
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Ability to find a stock position in all of your portfolios simultaneously.
Have the ability to locate a particular stock in all portfolios simultaneously rather than having to open many portfolios to find the position. If it could be extended to stocks found in various searches simultaneously, that could also be a plus and real time saver.
1 vote -
1 vote
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Portfolio Stock Cost
Allow the cost/share amount to be at time of entry be used to calculate the %prc field. This way on purchase day you can see the true %prc gain.
1 vote -
In the portfolio exit criteria, add the ability to exit a position based on moving averages (simple, EMA, etc)
In the portfolio exit criteria, add the ability to exit a position based on moving averages (simple, EMA, etc)
10 votes -
Send portfolio alerts to buy the night prior just as sell alerts are sent. Having the buy alerts allows for review before market open.
When the buy or sell portfolio timing criteria is met, sell alerts are sent after market close. Buy alerts are sent after market open the next trading day. Having the buy alert the night before, allows for review and execution at market open if desired.
1 vote -
Enable Portfolio columns width adjustments to allow more columns on screen
Enable Portfolio columns width adjustments to allow more columns on screen
1 vote -
Show Recommendation
On the iPhone when I look at my portfolio, it would be nice if the Vector Vest recommendation was shown after the stock price
1 vote -
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
8 votes -
6 votes
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Allow multiple Dividend Payments to be added at once
Fix Manage Portfolio>Add Divident Payment so that it operates the same way as Add Trade.
When I get my statement at the end of the month it always has a half a dozen divident payments on it. It is very cumbersome to have to do this process with every one.
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OKPlease make…
4 votes -
Hello, Just wondering is there a way to set up the portfolio to track the ARR and CROR? Thanks.
Hello,
Just wondering is there a way to set up the portfolio to track the ARR and CROR?
Thanks.
4 votes
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