VectorVest 7

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  1. Add Call Buyback choice in Portfolio Manager

    You can add an option premium in Portfolio Manager but there is no choice to buyback the call,i.e.,deduct the premium received and then sum. Currently, I have to use "Withdraw Cash" which does'nt accurately describe the transaction.

    3 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow Exchange Processing Fee to be entered when I sell a stock I track in my portfolio

    I like to track my portfolios to the penny and when entering a sale there is no field to enter the exchange processing fee so I have to add the commission back to the total and divide and even then sometimes can't get the number right without tweaking the commission on odd lots.

    3 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  3. 3 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  4. 3 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  5. Need ability to set different exit strategies within one Portfolio in VV7.

    Current software allows only one exit strategy per portfolio forcing us to establish separate portfolios for one ... real time or actual portfolio.

    3 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Portfolio Graph Options - YTD and CUSTOM in addition to EOD and Intraday

    I'd like to have the ability to see my portfolio performance on a custom time period as well as YTD. If you track a portfolio for several years, you want to see how you are doing in the current year or maybe current quarter.

    3 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  7. In portfolio report (V V 7) if you can put calender for two dates for the reporting period

    Allow user to define two dates in portfolio reporting to select performance of the portfolio

    3 votes
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  8. 3 votes
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  9. more flexibility in stop criteria

    mix and match stop criteria such as '=S or loss > 15% or RT trending down x days' etc. Just be able to create custom stop criteria based on currently available data.

    3 votes
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  10. 3 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  11. In Portfolio Manager: "Buy From Search" Window, add a position sizing button. i.e. Fixed percentage

    Fixed percentage per stock selected ; fixed dollar amount per stock selected or fixed number of shares per trade.

    3 votes
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  12. 4 votes
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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  13. 3 votes
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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  14. createa stop loss strategy that is calculated from the 2,3,4 biggest moving days over the last 6 mos

    create a stop/loss strategy that is calcuated from the 2,3,4,, biggest moving up/down days over the previos six months.

    3 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  15. Group 2010 Model Portfolios together by 2010 Subfolder or rename with 2010 at start of name

    VV is displaying 4 different portfolio styles in 2010. Could you create a "2010 SubFolder" for the 4 strategies for this year. OR - could you rename the 4 Strategies to start with "2010" so you can more quickly find them on the list.

    The reason for this request, is that on a daily basis, it is somewhat anoying to hunt and pick and find the 4 strategies for 2010 on the list that includes all the Riding the Wave portfolios from previous years. When there was just a Riding the Wave portfolio for 2010, that was easy enough, but…

    3 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add a stop for Rec=B on long positions

    There is no =B stop criteria in the portfolio manager when setting on a long purchase. When bottom fishing with all Sell reconditions, you should be able to put a stop at =B to sell off those stocks.

    3 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  17. Profit Locker Email Alert Improvement

    When a Profit Locker Stop is triggered and an email alert send to the user, it would be very helpful (and save calls to support) if the ACTUAL stop percentage used to trigger the sell were included in the email. e.g. If a 10% loss target had been tightened to, say, 6% it is not at all clear why the stop was triggered.

    This can be seen with Profit Locker Pro but for those who do not have the Pro version this would be very helpful.

    2 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  18. Increase limit of automated portfolios

    The current limit of 10 automated portfolios is too low. It should at least exclude:
    The 5 VV Portfolios
    Any competition portfolios added by VV

    2 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  19. Portfolio Graph Intraday Change

    On the Portfolio Graph (Intraday), when you select "Show Change" it should show the change for the day.
    It shows the % change and $ change for the Portfolio since inception, same as the EOD Graph.
    Would be nice to see Percent Change and Dollar Change for the day.
    I have 3 Portfolio Mini-Graphs on my Home Page and would like to see the % Change and $ Change Intraday.

    2 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow maintaining poftfolios with fractional shares

    I use Motif Investing as my broker. Motif allows customers to create "portfolios" of up to 30 issues for one commission ($9.95) regardless of how big or small the portfolios are. And they do this showing fractional shares down to the fourth decimal place. Being able to track performance of fractional shares is important to me making the VV Portfolio tab less than as good as it could be. To quote another request here, "I'd like my VV portfolio to match my brokerage account."

    2 votes
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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
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