424 results found
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Bulk Loading Data
To Whom It May Concern:
I'm a new customer at Vestor Vest and have found the program really helpful and easy to use with the exception of one aspect. Loading my existing portfolios(s) and maintaining them.
I would like to bring my existing accounts up-to-date as a portfolio in VV but it has been painful. I want to mirror my accounts as a portfolio 100% by adding all transactions. With my main portfolio/IRA Account I must added 250 Dividend Transactions alone. This is painful and very time consuming.
Is there a way to bulk load Dividend Transactions, Interest Payments, and…
2 votes -
2 votes
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VV7 Add Manual Control for Date Setting Start and End
I would like to be able to test over a long period of time a long strategy for up markets and another strategy for down markets using money management criteria then get a total and report. This is possible in VVUS but not in VV7
2 votes -
Include the company symbol in your alerts, not just” position closed” or” new position”.
Include the company symbol in your alerts, not just” position closed” or” new position”.
2 votes -
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 -
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 -
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 -
Add a report that wouldallow you to combine several portfolios in vv7.(easy diversification analysis
2 votes -
2 votes
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Add ratchet stop to graphs for portfolio by using purchase date
It would be useful to see the ratchet stop plotted on the graphs when using the portfolios. The purchase date could define the start of the ratchet. The ratchet stop should also overlay the price graph and not be a separate graph.
2 votes -
Add columns to lists in portfolio view
I would like to add columns to stock list in vv7 portfolio view
2 votes -
Improve alerts for trailing stops ...
by adding the 'activation date/time' to the automation settings. Since trailing stops only work for price action AFTER the automation rule is created, we need to know when it was created. On a brokerage acct, we have order history - in VV7 there is no way to know.
2 votes -
Provide the same type of reports as you have in VV 6, i.e., a Situastional Summary report. Also, I n
2 votes -
Commission Entry on Trades screen
In ProGraphics version of the software I can enter the commission of the trade right on the trade entry screen. But in VectorVest 7 I have to click on Edit button and go to a different screen to enter the commission. When entering many trades for the day – the data entry becomes slower if I need to enter different commission amount for each trade.
2 votes -
fix the problem when a Quickfolio is created during the day and the graph does not display properly.
2 votes -
2 votes
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Add open trade positions to trade history report
The trade history report currently includes only closed postions. However, a trade is not only a round trip buy/sell, but also a buy with an open position. I would like to have all open positions also added to the trade history report. There should be an indicator that the position is open and maybe only fill out the final price column if the position is actualy closed. This way I can run one report and see all my trade history, open or closed.
2 votes -
Add WatchList View in Portfolios as done in EOD version
I realize that I can add columns using Layout, but then my row becomes too long. Maybe we need to have the ability to save multiple layouts.
2 votes -
Bars(x) Stop in Portfolio Manager
I would love to see a bars(x) stop put under the stop criteria in the Portfolio Manager. This would allow an automated stop based on a specified number of days.
2 votes -
Stock Advisory in Portfolio Summary needs to add Buy, Hold or Sell on individual holdings. You can see BHS in a Watchlist.
Stock Advisory in Portfolio Summary needs to add Buy, Hold or Sell on individual holdings. You can see BHS in a Watchlist.
1 vote
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