426 results found
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Days dollars gain or loss
In portfolio section days dollars gain or loss should accompany the days percentage gain or loss.
21 votes -
3 votes
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Alerts based on dollar figure.
In the Portfolio Automation, it would be nice to be able to set an "Alert", based on a dollar figure rather then a percentage or trailing stop or ratchet stop. I would like to get an alert when stock I owned got to a certain dollar value or price.
5 votes -
Cash Positions on Portfolio Graphs
Include (optionally) cash positions when graphing portfolio positions
6 votes -
1 vote
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Portfolio G/L
Would it be possible to reset the G/L % on an annual basis. The G/L % showed on my portfolio is from the first day I started this portfolio. It doesn't show the G/L % as of 12/31/2010
2 votes -
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 -
Whole shares (not fractional) enter t Portfolio
When entering a trade in Portfolio, whole # of shares are entered. Yet when asked to confirm the trade the # of shares is displayed with 3 decimal places. This is confusing. It can be clarified by having the code such that 'If fractional shares are entered in the Quantity field, then display fractional shares in the Confirm -- Otherwise only display whole # of shares'
2 votes -
2 votes
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multiple alert criteria
Ability to set multiple stop or alert criteria such as trailing %, S recommendation and VST less than certain level.
5 votes -
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 -
Add Quantity in custom field builder
I would like to add quantity to the custom field builder. It is already a field in the Layout section of the portfolios but just unavailable in the field builder
3 votes -
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 -
Display Stop Values for Stocks in Portfolio
Display stop values for stocks in portfolio based on the set stop critieria. So if choose 10% trailing stop criteria and 50% gain, these should be fields I should be able to choose in the Layout option of the portfolio
17 votes -
Add columns in Portfolio Information display to show total dividends and total option premiums rcvd.
6 votes -
Portfolio Percent Gain/Loss
Currently the text next to the Portfolio Minigraph displays the % Gain/(Loss) and % Gain/(Loss) Today fields as integer values. Please add one or two decimal precision to display a more accurate value. Example, a gain of .49 displays as 0%, a gain of .52 displays as 1%.
5 votes -
1 vote
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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
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