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VectorVest 7

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VectorVest 7

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  1. I think the GENIUS is one of the best features in VectorVest.
    After I run my back tests, I convert the portfolio and turn the GENIUS ON to see how it will trade in the future.
    I need more than 10.
    Could we have 20 please?

    3 votes

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    2 comments  ·  Portfolios  ·  Admin →
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  2. I like the new feature "Portfolio Performance" and use it to compare my PaperTrading strategies before using 'the best' for real money transactions. My question: would it be possible to automatically open the actual portfolio by right clicking on the desired line within the list.

    3 votes

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  3. The profit locker using robotrader at times tell me sell a stock with less than 5% loss when the stop loss is set at 15%. Once it told me to sell and buy same stock after a loss.Is this correct?

    3 votes

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    under review  ·  1 comment  ·  Portfolios  ·  Admin →
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  4. 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."

    3 votes

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  5. Also need an alert to protect a certain profit, such as 50%, 60%, 70%, etc of each stock in a portfolio. Stop criterias do not permit such action. Thanks

    3 votes

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  6. Without having to go to the diversification graph, it would be good to have a column in the portfolio to show what percentage of each stock make up the total portfolio.

    3 votes

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  7. FIX THE PROBLEM PLEASE IT IS AFFECTING THE PORTFOLIO VALUES OF NASPERS AND INBEV IN SOUTH AFRICA. I UNDERSTAND SOME OTHER COUNTRIES HAVE THE SAME PROBLEM. THIS HAS BEEN GOING ON FOR OVER 4 MONTHS NOW!!

    3 votes

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    planned  ·  2 comments  ·  Portfolios  ·  Admin →
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  8. Give the ability to customers allowing the top criteria they place against a trade or trades the ability to be shown in a Stop column other than just the stocks VV Stop i.e. a Stop Criteria Stop??

    example
    stock ALR 43.27 VV Stop 40.29

    My stop ATR(14) 1.5x
    stock ALR 43.27 MyStop 41.36 (based upon my selected stop criteria method)

    Thanks
    John

    3 votes

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  9. Add direct trading through Merrill Lynch

    3 votes

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  10. In the portfolio tab, add the abiliity to create a cloumn in the layout that will display the percentage of the total portfolio represented by each security (including cash if possible).

    3 votes

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  11. To get a true trailing stop, dividends and option premiums should be an option to determine trailing stop price. These effectively reduce your cost basis. Currently, the only way to consider this is to edit purchase price in reports when some sort of payment is made.

    3 votes

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  12. If portfolios are merged then the parent of the merged document can be deleted making a more concise picture.

    3 votes

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  13. Is it possible to program portfolio manager to generate email alerts when moving averages of any open position within a portfolio meet set cross over criteria?

    3 votes

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  14. Add field for essential stamp duty (tax) in buying costs of UK stocks in portfolios, as it's a percentage (.5%) every purchase is currently a different buying cost as it's added manually to the broker's fee.

    3 votes

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  15. 3 votes

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    2 comments  ·  Portfolios  ·  Admin →
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  16. Portfolio Manager-Add Managed Funds Price Tracking as over 80% of Shareholders have Managed Funds not Direct Shares.
    Also have a Cash Account section where I can view Pension Payments from my Super Fund.

    3 votes

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  17. Buying individual shares during the year it is difficult to see the comparable return per share. By annualising the return per share you can compare performance at a glance. The data for this formula is already there eg
    (Current Price/Bought Price times 100) times (number of days share held/365)

    3 votes

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  18. after I have done a search and put stocks into my portfolio there is no automated tracking of what search I used to tell me when I go back to analyze my portfolio. This becomes very difficult when changing searches in a portfolio after three or four turns in the market. At present the only method I have is to type my search and dates used in the portfolio edit, descriptions box. This seems like an easily automated function.

    3 votes

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  19. 3 votes

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  20. I would like to add quantity to the custom field builder. It is already a field in the Layout section of the portfolios but just unavailable in the field builder

    3 votes

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