How can we improve VectorVest 7?

Import Personal Portfolio Data

If users were be able to import their transaction history into vector vest portfolios (readily downloadable from most brokerage accounts as a csv or xls file), they could use vector vest tools, data history, graphics, etc. to see how they have done with their actual trades. Manual entry is too laborious for an active trader!

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Brian Susskind shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

7 comments

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  • James Welsh commented  ·   ·  Flag as inappropriate

    This is a no-brainer. VV users would benefit immensely from this ability. Especially users who've been actively trading stocks for years.

  • John Teasley commented  ·   ·  Flag as inappropriate

    Agree 150%. We should not be wasting our time doing data entry rather than managing our portfolios.

  • rjmac29 commented  ·   ·  Flag as inappropriate

    I agree!! VV has wonderful graph and report capabilities, but manually entering each trade is very laborious. When will importing be available?

  • Edward Mathews commented  ·   ·  Flag as inappropriate

    Agreed, VV has great graph and report cabability, but manually entering each trade is very laborious. Quicken lets me do it automatically, but it is all messed up.

  • Xavier Vetticappallil commented  ·   ·  Flag as inappropriate

    param($stockCount, $action)
    if ($action -eq $null)
    {
    write "Specify the stockcount and the Action: VV6.ps1 4 buy"
    }


    $wshell = new-object -com wscript.shell
    Start-Sleep -m 100

    $excelApp = "Microsoft Excel"
    $vvApp = "VV U.S."

    function TypeWithDelay
    {
    param([string]$process, [string]$key)
    $wshell.AppActivate($process)
    Start-Sleep -m 100

    $wshell.sendkeys($key)
    Start-Sleep -m 100
    }

    # Start-Sleep -m 100
    for ( $i = 0; $i -le $stockCount-1; $i+=1 )
    {
    # Copy the symbol
    TypeWithDelay $excelApp "{TAB}"
    TypeWithDelay $excelApp "^c"

    if($action.StartsWith("se"))
    {
    if ($i -gt 0 )
    {
    TypeWithDelay $vvApp "{DOWN}"
    }
    }
    else
    {
    #TypeWithDelay $vvApp "{TAB}"
    TypeWithDelay $vvApp "^v"
    }

    #Copy the quantity
    TypeWithDelay $excelApp "{TAB}"
    TypeWithDelay $excelApp "^c"
    TypeWithDelay $vvApp "{TAB 4}"
    TypeWithDelay $vvApp "^v"

    #Copy the Price
    TypeWithDelay $excelApp "{TAB}"
    TypeWithDelay $excelApp "^c"
    TypeWithDelay $vvApp "{TAB}"
    TypeWithDelay $vvApp "^v"

    #Copy the commission
    TypeWithDelay $excelApp "{TAB}"
    TypeWithDelay $excelApp "^c"
    TypeWithDelay $vvApp "{TAB 2}"
    TypeWithDelay $vvApp "^v"

    if($i -eq 0)
    {
    TypeWithDelay $vvApp "{TAB 7}"
    TypeWithDelay $vvApp "{ENTER}"
    TypeWithDelay $vvApp "{TAB 2}"
    }
    else
    {
    TypeWithDelay $vvApp "{TAB 8}"
    TypeWithDelay $vvApp "{ENTER}"
    #TypeWithDelay $vvApp "{TAB}"
    }

    TypeWithDelay $excelApp "{DOWN}{HOME}"
    }

    TypeWithDelay $vvApp "{ENTER}"

  • Xavier Vetticappallil commented  ·   ·  Flag as inappropriate

    Here is a powershell script that helps with data entry
    if you use IB just copy the buy trades from the trades windows and past in MS excel
    The cells should be filled as
    + HRZ 3,136 0.863 7.29

    which is
    (empty) symbol quantity price commission

  • Xavier Vetticappallil commented  ·   ·  Flag as inappropriate

    I am tired of wasting half my life (exaggerate :-) ) manually entering position into VV7 and VV6. I have to use VV6 because trailing stop loss is broken in VV7. With manual entry there are mistakes.

    Can we please get an import feature?

VectorVest 7: Portfolios

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