VectorVest 7

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  1. Portfolio Totals

    Could you please include "Day Change $ amount" and also include this amount on the bottom of the columns on the portfolio page. i.e. Day $ change - total portfolio, Total - portfolio $ cost basis, Total - portfolio $ Market value.
    On the mobile app in the portfolio section, could you please include the $ day gain for each security

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  2. Profit Locker Email Alert Improvement

    When a Profit Locker Stop is triggered and an email alert send to the user, it would be very helpful (and save calls to support) if the ACTUAL stop percentage used to trigger the sell were included in the email. e.g. If a 10% loss target had been tightened to, say, 6% it is not at all clear why the stop was triggered.

    This can be seen with Profit Locker Pro but for those who do not have the Pro version this would be very helpful.

    2 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  3. Portfolio Addition Request

    Need ability to add spinoff shares (e.g., WAB from GE) to portfolio when price received is $0.00/no fee. Technical support unable to resolve. Only work around for now is to designate acquired price as >$0.00.

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  4. Portfolios: Allow us to customize columns

    Allow us to customize columns so we can add RS, VST, etc... also, it would be nice to be able to add additional columns, such as Stop Price, Distance to Stop Price, Profit Target Price, Distance to Profit Target Price.... and ATR (for us ATR fans out there). Thanks

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  5. Keep Initial Investment line ON ALL THE TIME on portfolio graph setting once I choose on.

    Keep Initial Investment line ON ALL THE TIME on portfolio graph setting once I choose on.

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add the ability to choose a default color for Portfolio graphs under the Tools/Application Settings feature.

    Please add the ability to choose a default color for Portfolio graphs under the Tools/Application Settings feature.

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  8. Less Manual entering of trades for linked accounts

    If you link a brokerage account and trade right through VV, it would be great if the trades were automatically updated in the VV portfolio so they did not need to be entered manually.

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  9. In portfolio I would like to see the profit or loss of the existing stocks in the portfolio. Not just the cumulative for open and closed.

    In portfolio I would like to see the profit or loss of the existing stocks in the portfolio. Not just the cumulative for open and closed. Just the open ones now.

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  10. Please will you make it possible to use £ as well as $ values in US portfolios?

    My broker uses £ for US stocks which means that the investment amount, commission etc would have to be constantly adjusted manually in a US VectorVest portfolio for the exchange rate, Can accounting for the exchange rate be made automatic so that prices can be entered either in USD or in another currency as convenient ?

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  11. Tracking Options Gain/Loss in Portfolios

    Since "Manage Portfolio" allows entering Premium received for selling calls and puts, can you add ability to enter costs for buying and selling Calls and Puts? I want to track my Profit and Loss of my Option Transactions.

    3 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  12. Display intraday or end of day when showing portfolio stops.

    In the backtester and portfolios there is a checkbox for intraday stops. When this box is not checked, end-of-day stops are used. For the portfolios, when stops are listed would like to see whether intraday or end-of-day stops are used.

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add alert settings for each individual portfolio when using Genius

    I have portfolios that I am testing and portfolios where I follow my actual trades. All of them have the genius on. I want to receive alert only on the portfolio where I am actually trading and not on all of them. It will be so much easier to find out when I need to buy and sell ... without checking all the alerts and possibly missing an opportunity to buy/sell on my active portfolios. Thanls

    11 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  14. Profit locker

    The profit locker using robotrader at times tell me sell a stock with less than 5% loss when the stop loss is set at 15%. Once it told me to sell and buy same stock after a loss.Is this correct?

    3 votes
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    under review  ·  1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  15. Vary Asset Allocation

    Vary Asset Allocation within portfolios. Weight stocks above bonds for example. Currently only equal weighting.

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to Edit ACTUAL purchase prices when Genius is enabled

    When Genius to flag buys and sells, it uses its own pricing (when that trigger happens), but that is not reality because it is not linked to an actual buy/sell at your broker. Once I actually make those buy/sell I cannot enter the now actual quantity and price into the portfolio without disabling Genius first - I cant do ANY management activity when Genius is active.

    4 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  17. Moving averages Stop Criteria

    Is it possible to add moving averages as a stop criteria ..ex 3 & 8 exponential ...daily and weekly stop out .....?

    15 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add weekly trading to portfolio

    I run a weekly search but the portfolio only allows daily alerts. In the daily mode, the timing system may request a sell and buy a new stock while in the weekly mode it may hold on the the stock. Right now I cannot use and set up the portfolio and have to rely on running the backup test.
    Many thanks for a wonderful system.

    2 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  19. Make portfolio cash deposits and withdrawals G/L neutral

    Currently, if you add cash to a portfolio, VectorVest calculates the addition as if your portfolio gained that much through trading, and if you withdraw money from a portfolio, VectorVest calculates that as a loss. Depositing and withdrawing money to or from a trading account are activities that investors do on a regular basis. Such transactions should not affect the G/L%.
    The workaround for this calculating error is to modify the opening deposit. Modifying the opening deposit does reduce the effect of this miscalculation, but it also slightly reduces the G/L percentages since the gains and losses will be calculated…

    10 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  20. Include moving averages to graph of your porfolios

    Just add the 3/8 EMA as we have been using this for entry/exit in the Derby Club from our positions but when using the market crossings this isn't always indicative of the actual portfolio. This also would mean we could watch a single window where the trades are actually made - RoboTrader

    2 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
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VectorVest 7

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