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Allow Printing & graphing from Trade History in Portfolios
I would like to see Printing and Graphing allowed from the 'Trade History' in Portfolios.
Printing is allowed in the 'Tax report', but that does not give prices in and out. No printing is allowed from the 'Trade History' report
Also, regarding graphig: having closed out all my positions, I want to go back to a chart and review my actions -- would I have been better off to have had different stops, etc. Yes, I can go back to the Stock Viewer and individually find and graph the stocks, but in the Trade History all the trades are there,…
1 vote -
Manually entering Price of trade doesn't work completely
When entering a trade in Portfolio, one needs to specify the stock symbol, and the quantity. If one manually enters a stock price -- the price you actually got on a trade already done -- you are NOT able to 'Apply' that price to the transaction -- the 'Apply' button is diminished. The work-around is that one needs to use the 'Get Price' button to get the last price, which does activate the 'Apply' button. Then one needs to change the displayed price to the price you actually got.
This is more of a 'bug' than a product suggestion. The…
1 vote -
Organize portfolios in alphabetical order in the Portfolio List
It would be great if one's list of portfolios could be listed in alphabetical order.
1 vote -
Some ETFs report an incorrect Sector in Portfolios. It would be a good to have them listed properly.
Four of the eight ETFs in my portfolio as listed by Sector are incorrect. They are: IEO, XLI, ACWI, SCHH.
1 vote -
Add choices in Portfolio's "Add Trade" dialog
Curretly there are four: Buy Long, Sell Short, Sell Long, Buy to cover. There needs to be options like: Close all Longs, Close all Shorts, Close all Trades. These would be done at current market price if selected. This way you could "flip" your stance at a C/Up or C/Dn in 4-5 clicks instead of 40-50.
1 vote -
1 vote
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Updating Stop Criteria
we currently don’t have the stop criteria = B (Recommendation). As noted by the customer, having this option would allow someone to purchase the stock at a SELL Recommendation and sell at a BUY Recommendation… Bottom Fishing could properly be attained using VectorVest at that point.
Thanks in advance for your consideration and make it a great day.
1 vote -
Add portfolio transaction review as there is in VV6
Add portfolio transaction capability as there is in VV6.
1 vote -
New Combination Stop Loss
Can you create a new stop loss which combines a fixed % to sell at with a trailing stop to limit loss at. eg.- G/L 50/20 where you would automatically sell if you hit your profit target of 50%, but at the same time your trailing stop would be climbing so that if you reached a profit of only 40% for instance and your stock began reversing, you would only go back down to 20% at which point your stop would be triggered and you would exit with a 20% profit instead of riding all the way down to a…
1 vote -
Add optional fields in Portfolio for Sector and Industry
Would like to be able to quickly see diversification by having sector and industry fields in Portfolio View
1 vote -
VV7 Portofolio graphs continue to "run" after all positions are closed.
Once all positions are closed the graph continues to chart additional days, unlike VV online portfolio's. Would like the ability to have an "end" date in portfolio's.
1 vote -
RES has split 3/2.
VV7 has alerted me to sell the stock. VV7 should handle split adjusted prices in real time, not have to wait until the next day.
1 vote -
1 vote
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"add trade" edit function behave funny when adding trade you made yesterday or today.
I enter ticker, date, nr of shares and basisincluding (as provided by my broker). Instead of adjusting the price per share to reflect the basis and nr of shares properly, leaving the broker commission alone, it messes with the comission. Entering older trades than yesterdays manually works as expected. Since I want to capture the actual basis correctly, I OK the price per share and funny commission your program likes, and now the results in the porfolio look funny. It appears that not all of the data in the resulting portfolio line adds up in this case as well.
1 vote -
allow description notes made on a porfolio be visible when the port. is selected on Portfolio tab
In the EOD version, you can see any description notes made when creating the portfolio if you select a given portfolio...make this available on V7 Realtime...or have it as a option so that those who do not wish it visible or want the screen real estate could disable it...
1 vote -
1 vote
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allow the use of custom built fields in the quickfolio
allow the use of custom built fields in the quickfolio as well as several other lists.
1 vote -
use next days open for entry prices into quickfolio
use next days open for entry prices into quickfolio, especially if entered before or after trading hours, similiar to the VV6 portfolio tracker. or perhaps have this as an option.
1 vote -
tax planning problem
Prographics 6.0 allows you to allocate a partial sale ofposition to specific lots purchased over time. vv7 does not. major tax planning problem.
1 vote -
Unable to view portfolios only get a vectovest error message 339
Unable to view portfolios only get a vectovest error message 339
1 vote
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