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VectorVest 7

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VectorVest 7

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  1. In a portfolio add the ability to graph an individual stock’s GAIN and ROI. This would allow one to visually see how their investment is performing over time.

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  2. RoboTrader's ability to provide recommendations that you then "accept" is very convenient. You can also reject a stock suggestion (e.g., GameStop). With the Genius on in Portfolios it will automatically "sell" a stock and then "buy" another.

    Also - should allow more decimals in stock price in portfolios like in RoboTrader.

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  3. In Portfolio view we are able to add stock purchases with fractional shares. This is great, as many brokers allow us to purchase factional shares. As shown in file "1", VV allows us to add 7 decimal places. So far so good. However, when I view my purchases in the Portfolio (file "2"), VV rounds the shares up to the nearest whole number for the amount of shares owned (the cost basis is computed corrected). Suggestion #1 is to revise the Portfolio view to show how many shares we really own and NOT round the number of shares…

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  4. Make it possible to split a dividend payment into cash and DRIP components so the number of shares held in the portfolio and the buying power are reflected correctly once entered.

    This can be done now by adding the total dividend in cash and then purchasing the number of shares at the DRIP value, but it would be terrific if it could be done in one window.

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  5. Make it possible to split a dividend payment into cash and DRIP components so the number of shares held in the portfolio and the buying power are reflected correctly once entered.

    This can be done now by adding the total dividend in cash and then purchasing the number of shares at the DRIP value, but it would be terrific if it could be done in one window.

    1 vote

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  6. Stop criteria should be more realistic and allow users to select Gain% threshold level. Stop levels cannot not react fast enough to volatile markets price changes. Some of us learned that the hard way.

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  7. I have hundreds of saved portfolios - I want to be able to search by a word in the title.

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  8. Currently stop values are calculated off intraday highs, which is more useful to day traders than longer term traders, and creates distorted stops for the latter. More Settings tab on the Automation Rules screen would be a good place to put it.

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  9. I would like to see the maximum drawdown that my trading system has had somewhere (maybe on the graph under the displayed gain or loss for the system). Then I can compare to the drawdown that I had gotten for the trading system in the backtester. This would be great if done for "Robo Trader" also

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  10. put a column in the results page for the calmar ratio

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  11. This is so that at a quick glance you can see if your portfolio is full.

    Example 4/10 i.e. 4 stocks held out of 10 stocks when the portfolio is full.

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  12. Return Portfolio versus individual portfolio do not match. See attached document. As an example portfolios "Short start ...".

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  13. We get alerts to buy and sell individual stocks based on our portfolio genius' market timing rules as we set it. I haven't had issues with that.

    One of the useful rules we can set is for the portfolio to "Go to Cash" on Rules (Down). However, it appears we don't get any alerts for this rule and it functions no differently from the "No Action" setting - meaning alerts are only given when the individual stocks hit their stop loss prices.

    I think it's a very important alert to provide and "Go to Cash" vs "No Action" are sufficiently…

    1 vote

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  14. Some of my portfolios are not trading according to the timing signal nor the system instructions. I have 2 stocks currently still being held in my portfolio when DEW down says to go to cash. This is a critical issue for those of us who want to paper trade a system before placing real money into it!!!

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  15. Posting a negative number in the "Portfolio Management" tab. Not all option trades are winners. If I have a covered call and it goes ITM but I want to keep the stock I cannot post this loss on the option trade premium.

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  16. When switching from one portfolio to another, you currently have to click on whatever layout you want. Once I pick the first layout, I would like the same layout to carryover to the next portfolio by default rather than having me click to choose my layout.

    I'm often adjusting my profit locker pro stop price on the profitlocker pro graph and switching to the next portfolio to check the same thing. I have a profit locker layout and I'd like to not have to click it every time I switch to looking at a different portfolio.

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  17. Please change the Porfolio so we can see the stop prices with Profit Locker with end of day data so we can enter stop prices with our broker

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  18. 1 vote

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  19. Manage Portfolio. would love to have another option! "Reinvest dividend" Shouldn't be too difficult...We have put a man on the MOON!

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  20. User-defined stop values need to be 1) a parameter in the Graph Control Panel 2) a column in the Portfolios Holdings layout and 3) ideally, an ongoing line graph in portfolio-generated graphs (just like the VV stop line). VectorVest talks mightily to us about managing per our stops. Yet VV doesn't give us our stops to monitor ANYWHERE, unless we buy the ProfitLocker Pro module. This is unconscionable, and definitely not customer-centric. We can't manage without our stops visible to monitor. And no one should have to pay up to get that. Period.

    1 vote

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