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. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  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. %G/L Today Randomly Not Accurate in Portfolios

    % G/L Today is not accurate in Portfolios. (ie. Model Portfolio #3) Not universal issue. Random in subscriber / model portfolios. Talk more with Bill Shelton that has witnessed issue.

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
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  13. Increase limit of automated portfolios

    The current limit of 10 automated portfolios is too low. It should at least exclude:
    The 5 VV Portfolios
    Any competition portfolios added by VV

    2 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add a column to show what “Todays $ Gain” is.

    When I make a portfolio can I add a column to show what “Todays $ Gain” is. If there is no way for me to add that column now could you add that column in an update? It would be great to see what the dollar gain is for that day with out having to get out the calculator.

    Thanks
    Bob

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  15. I need more than 10 GENIUSES - Can I have 20, please?

    I think the GENIUS is one of the best features in VectorVest.
    After I run my back tests, I convert the portfolio and turn the GENIUS ON to see how it will trade in the future.
    I need more than 10.
    Could we have 20 please?

    3 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. Portfolio Graph Intraday Change

    On the Portfolio Graph (Intraday), when you select "Show Change" it should show the change for the day.
    It shows the % change and $ change for the Portfolio since inception, same as the EOD Graph.
    Would be nice to see Percent Change and Dollar Change for the day.
    I have 3 Portfolio Mini-Graphs on my Home Page and would like to see the % Change and $ Change Intraday.

    2 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. Portfolio Performance -> Portfolio

    I like the new feature "Portfolio Performance" and use it to compare my PaperTrading strategies before using 'the best' for real money transactions. My question: would it be possible to automatically open the actual portfolio by right clicking on the desired line within the list.

    1 vote
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  20. Sort Alphapetically by Default

    The default sort order for portfolios, well there doesn't seem to be any. Even customer service doesn't know. Alphabetically would be nice, or by VST Descending. It is rare that anyone wants to sort ascending, but that is the default sort order when clicking a heading on any column. Please change the default sort to descending with clicking on a column header.

    1 vote
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VectorVest 7

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