423 results found
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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 -
Add portfolio backup function to Vector Vest.
There is currently no way to backup portfolios. After accidentally erasing my "live" portfolio with a back test, I was surprised to learn there is no way to make a portfolio backup! I was told by VV tech support that VV 7 does not include backup/restore functions.
15 votes -
3 votes
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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 -
1 vote
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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 -
allow the use of custom built fields in the quickfolio
allow the use of custom built fields in the quickfolio as well as several other lists.
1 vote -
use next days open for entry prices into quickfolio
use next days open for entry prices into quickfolio, especially if entered before or after trading hours, similiar to the VV6 portfolio tracker. or perhaps have this as an option.
1 vote -
tax planning problem
Prographics 6.0 allows you to allocate a partial sale ofposition to specific lots purchased over time. vv7 does not. major tax planning problem.
1 vote -
Unable to view portfolios only get a vectovest error message 339
Unable to view portfolios only get a vectovest error message 339
1 vote -
add autotester with the ability to test midnight cowboy type scenarios
One that thing that I really miss is the ability to backtest a Midnight Cowboy type scenario by opening a set of positions, trading for a period until there is a down signal, close out all positions, and then opening new positions later when there is an up signal. This ability currently exists in VV US and Prographics. For those of us who have autotester, it can be done semiautomatically.
2 votes -
1 vote
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fix a bug in the Portfolio manager
In portfolio manager, when trying to sell long, I choose my stock from the drop down list, but when I hit OK, or apply it gives a warning that I cannot sell it as I don't currently own it.
1 vote -
Provide a Portfolio summary table showing performance data for all portfolios at a glance.
The table would list all portfolios in a format similar to the stock viewers. This would provide a performance summary in an easy to interpret format. This would be faster and easier method than having to manually sequence through each portfolio.
5 votes -
In the portfolio you show the days percent gain,i would like to see the days dollar gain,
I would like to see the days dollar gain.
5 votes -
5 votes
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allow copying of tranactions data from one portfolio into another portfolio
I would like to create different portfolios for various searchs and strategys, but also a larger portfolio that contains the results of several searchs/strategys for a more overall look and tracking? This would be easy if the copying of transaction data from one portfolio into another. Thus combining several strategys into the larger one. or vice-versa by coping selected position or tranactions into a new portfolio.
Without this ability, if is much more difficult as you have to enter all the data twice.2 votes -
Custom stop criteria for sending alerts based on MA crossovers
Ability to create custom stop criteria for sending alerts based on MA crossovers
7 votes -
Add a report that wouldallow you to combine several portfolios in vv7.(easy diversification analysis
2 votes
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