How can we improve VectorVest 7?

Allow multiple Dividend Payments to be added at once

Fix Manage Portfolio>Add Divident Payment so that it operates the same way as Add Trade.

When I get my statement at the end of the month it always has a half a dozen divident payments on it. It is very cumbersome to have to do this process with every one.

Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK

Please make it so you can add them all in one screen and then click APPLY, just like the stock trades widget. You could add other statement items to this same screen like "Withdraw Cash". I have to use Withdraw Cash for Trading Platform Fees even though I am not actually withdrawing the money but there is no option for platform fees.

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Mike Leibel shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Howard Beckett commented  ·   ·  Flag as inappropriate

    Don't add your dividends through the "manage portfolio" menu. Use the Transaction log and its capabilities to add or modify transactions. If you use the transaction manager, every dividend is calculated and added to the portfolio. If you have several dividends this can be time consuming. Using the transaction log only updates the portfolio once regardless of the number of dividends entered. If VV had thought to add the "apply" function seen in the stock trade screen, -no problem!

VectorVest 7: Portfolios

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