426 results found
-
Show dividends received on Summary Report
I would like to see dividends received on the summary report in the same section as interest paid/received and commissions
26 votes -
5 votes
-
Add to Portfolio from Apple iPad
Under the iPad/ Iphone app be able to add and remove stocks from your portfolio without having to go onto the program on my home computer.
4 votes -
Summarise key statistics of the overall portfolio
On the bottom line of Stock Viewer or watch lists the key average statistics are displayed for the overall page you are viewing but not on the Portfolio view. This would be especially handy to know the Dividend yield of your portfolio based on the weighting of each share held.
You could also see if a share being considered will improve or decrease the safety (RS) of your portfolio or not.
1 vote -
calculate APY from ROI
lots of fields in VectorVest - is there one to calculate annualized yield form ROI?
1 vote -
I would like to have the Market timing indicators, MTI, green light buyer, confirmed calls, etc, added, so i can view them with my portfolio
I would like to have the Market timing indicators, MTI, green light buyer, confirmed calls, etc, added, so i can view them with my portfolios that I am following.
2 votes -
Graph from date of purchase
Post a marker on the portfolio graph as to when a security was posted to get a sense of when direction may have changed.
1 vote -
I would like to be able to see "net for the day" gain or loss when I look at my portfolio.
I would like to know in dollars how I did for the day(or designated period). Gain or loss $$$
2 votes -
In portfolios, provide ability to show reason for 'withdrawal' of funds such as management fees
I use Portfolio to monitor about $1.5 in funds invested with Schwab. In some cases, some of the funds are allocated to a money manager whom I am testing and who charges a management fee quarterly. When I enter that amount in to that specific portfolio, my only option is to show the fee simply as a 'withdrawal' rather than a specific reason. When I inherited some funds from my Mom, I forced myself to allocate a percentage of the inheritance to a money manager and then monitored his successes versus my own using Vector Vest. Suffice to say that…
2 votes -
1 vote
-
Annualized Percent Gain for each stock
Portfolios for each individual stocks, add a cloumn that would calculate the Annualized Percent Gain. So if you have it less than a year you can see where it might go. Greater than a year you can see if it is doing well on a yearly bases.
4 votes -
Allow a strict % gain/loss in the automated portfolio feature.
When paper trading in a portfolio the automated buy/sell options do not allow a true %gain/loss feature,i.e., sell at 30% gain or 10% loss. The program appears to have some proprietary calculation that does not equate to these parameters. Obviously, if the system does not track a "real world" scenario the results are worthless for evaluating a strategy in real time.
The system should allow a strict %gain/loss that matches the way trades are made in the real world.
2 votes -
quick graph on portfolio
when I select a security in my portfolio it would be nice if the graph changed from the entire portfolio to the security alone
1 vote -
portfolio's custom fields for things like prchase notes target price individual stops
having fields to track notes on purchaces and sells as well as target prices and individual stops per position would be awsome!
2 votes -
Add divident
Adding divident to a position changes the original date of purchase of the position. Can this be corrected?? so a position bought in 12/4/2008 shows the same purchase date when a divident is added on 2/1/2012. That's what happened. I decided to reinvest dividents in few positions and my original dates of purchase have been changed so I don't know how along I hold these positons any more!!!!!
1 vote -
Add portfolio % gain/loss on actual money at risk
Many times a nominal portfolio of $100,000 cannot be fully invested. However, the rate of gain/loss is always calculated on $100,000. It would be great to have a report/option to show the rate of return on money that is actually invested. Removing cash is a clumsy and not totally accurate way around this. This rate of return could be based on the highest invested amount for the life of the portfolio, giving a much better total return report.
Thanks.
4 votes -
Color code thye portfolio list to reflect whether the individual portfolios are profiting
A portfolio showing a profit could appear in green, a loser in red. I think it would be helpful
2 votes -
Allow for Entry of Partial Shares
ALLOW FOR ENTRY OF PARTIAL SHARES IN V V 7
1 vote -
More historical reporting in Portfolios. For example, daily, moth-to-date and year-to-date reports on percent and dollar changes
Currently the reporting is limited to percent change today and total. I would like to be able to monitor dollar and percent changes historically.
2 votes -
Allow portfolio automation to select x number of replacement stocks per day
Allow port folio automation to select any number of stocks to replace per day until the max is satisfied, the same as backtest can do. This would save a lot of manual work trying to figure out the best of all those selected automatically and would preclude automation from entering stocks not wanted.
1 vote
- Don't see your idea?