426 results found
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Add columns to lists in portfolio view
I would like to add columns to stock list in vv7 portfolio view
2 votes -
Display Max ROI per position in portfolios
Dr. DiLiddo says never loose more than 1/2 your profit on any position. I use the portfolio tab to log my positions. How about letting me know when I have reached that point by keeping track of the maximum ROI that position has attained so I can compare it with the current ROI. Or The maximum stock price attained to the current price.
2 votes -
Allow Current Holdings entry to Portfolios on creation
As a new user, VV7 is impressive, but not user friendly in navigating back to a watchlist after carefully creating one, nor is it clear on how to create a portfolio of current held positions as a new member. It appears that you have to BUY your holdings today, instead of being able to enter the date you bought them, the numbers of shares, purchase price months ago, etc. Adding stocks to a portfolio appears like you are placing orders to purchase them again through a broker. Very confusing.
1 vote -
Profit Target Stops for Portfolio Automation
Add Profit Target Stops to Portfolio Automation
18 votes -
Major Software Changes Needed For Ability To Print Out Portfolio
I recentley attempted to print out a selected portfolio. I found that your software takes over and it HAS NO FEXLABILITY to manage this print out. It has no ability to print just one page out of the print out. It does not allow me the choice of which printer I would like to use to print that I have on line (inkjet vs laser).
You also have to make changes on the ability manage the fields that I display in the portfolio with a save feature.
You also must improve the ability to choose2 votes -
'Reconciling' portfolios - movement of funds between portfolios
I have five portfolios which are actually real time Schwab portfolios. I make ever effort to make sure that every transaction actually made in Schwab is 'mirrored' in VV as otherwise, reconciliation is impossible. Funds are sometimes moved from one account to another or to and from a bank checking account and a Schwab account. I would like VV to provide a 'memo' field in the portfolio ledger so that we can 'remember' why or where funds were moved. This field can be hidden unless it is brought 'forward' to be viewed.
Example: I have a Schwab account which is…
1 vote -
Custom End Date in VV7 Portfolios
When using Portfolios with VV 7 it would be great if we can select a custom end date for each portfolio.
3 votes -
Create the ability to add stocks to already existing portfolios in VV7
We need an add to portfolio button just like we have an add to Watchlist button.
36 votes -
Add Strategy to the Portfolio Summary Report
For the basic Portfolio Summary Report, the Strategy used should be added to the report, along with all the parameters of the strategy.
This will be quite helpful when comparing numerous results for both live and back testing (and eliminates having to put it within the Remarks or Title of the Portfolio).
20 votes -
Add drop-down calender feature in "Tax Reports" in the Portfolio tab in VV7 to show trades from any specified date.
In Tax Reports in the VV7 Portfolios tab, you can only show trades for "Entire History" or a specific calendar year. In other countries such as Australia, their tax year is July through June so if they had the ability to select their appropriate tax year the report would be beneficial to them. The calendar feature would assist any request from a user.
2 votes -
In Portfolios: ability to add spinoffs such as DF's on 5/24/13 spun off waav and waav-b
In Portfolios: ability to add spinoffs such as DF's on 5/24/13. Spun off waav and waav-b
1 vote -
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 -
View Multiple Regions Simultaneously
It would be really great to have both Cdn and USA on the same database or at least be able to login on both at the same time so I can monitor both at the same time during the day.
VV7 is just amazing as I get more familiar with it. I am a very conservative risk averse person so after three years I am slowly gaining confidence. Every month has been an adventure and the evolution of the system and the training is making my ability to subsidize my earning more risk efficient. VV7 has made my retirement exciting…2 votes -
PERCENTAGE GAIN OR LOSS FOR THAT DAY IN VV7
REALTIME GAIN/LOSS FOR DAY IN PORTFOLIO
15 votes -
Add "user defined remarks" column
New Feature > Please add a free form "user defined remarks" column to the Portfolio view. I would like some where to add the Stops I have in place.. and some other short comments about the trade
3 votes -
4 votes
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Add drawing capability to portfolio charts
Be able to draw trend lines, price levels, etc on portfolios charts and have the drawings save with the portfolios, reday to view next time the portfolio is opened. Toda one must print the chart and draw on the prited copy to determine trend violations and breakouts.
14 votes -
Graph a portfolio
VV allows you to graph a watchlist, but not a portfolio (as far as I know). Allow the same functionality so you can track the RT of your consolidated portfolio, compare performance vs the VVC or other metrics, etc.
19 votes -
19 votes
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4 votes
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