426 results found
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Would like the ability to program the genius to keep all long positions open at the end of a trading session and to sell all the shorts even
Would like the ability to program the Genius to keep all long positions open at the end of a trading session and close all the shorts even if they have not met their stop criteria.
1 vote -
Stock Split
How about including a function in the Manage Portfolio drop down list that will enter stock splits? e.g., I've had a stock split 3 for 1 so I tried to simply add shares at a zero value. The program does not allow this.
4 votes -
Portfolio Tab - multiple positions
allow option to expand each row (multiple positions) to show 1 row with details for each position. We currently see and "aggregate positions" view ... would like an option to "expand positions" view
1 vote -
Ability to Change Genius Start Date other than Today's Date.
I like to do fast YTD portfolio comparisons or use a selectable common date. Yes I can utilize the Backtester/Template/Convert functions to create my Portfolios but its not as fast/productive. Genius implementation with Templates could be vastly improved if the Genius start date could be changed.
2 votes -
It would be good to have the Genius system under portfolio's issue an alert when the timing indicator required to invest changes.
It would be nice if the Genius system under portfolio's issues an alert when the timing indicator (Confirmed Call) changes. I was fully invested when C/Up changed to C/Dn and the portfolio alerts indicated that there was nothing to report throughout.
4 votes -
Choice for Portfolios Summary
As we are limited to only 10 portfolios with the Genius/Auto Timer ON, for those of us with many portfolios, it would be a lot easier to have an option to check only those. You could have a checkbox like you now have for VV Portfolios to only select and see the active ones (Genius/Auto Timer ON). This way, we don't have to scroll down by all the Manual portfolios to see how we're doing with the 10 Auto ones.
1 vote -
Would be great to be able to insert a benchmark graph such as S&P 500 equivalent into portfolio minigraph
Would be great to be able to insert a benchmark graph such as S&P 500 equivalent into portfolio minigraph
4 votes -
Subject: Pending orders
When one has selected a basket of stocks in the portfolio, and populated the pending order page with IB brokers; entering symbols and quantity and the market turns down, one is locked into the IB page. To leave the brokers page, one must cancel all input, loose data manually entered.
Please allow the IB trade pending to remain populated when exiting and hold the pending orders for the remainder of the trading day. that way one can return to the populated pending page later, and quickly execute orders.
Thanks,
Jim Ownbey1 vote -
Correct the date-handling for the Portfolio Manager
After entering the original purchase plus the various dividends rec'd in the Portfolio Manager, I was surprised to find that the latest date, not the date of the original purchase, was used for the purchase date. It should be the original purchase date, not the date of the latest dividend, that is shown.
2 votes -
Please excuse me on this one. I realize I should submit this through ‘the system’, but I am going to try to make this recommendation direct
Please excuse me on this one. I realize I should submit this through ‘the system’, but I am going to try to make this recommendation directly because I think it is a simple one … if there is such a thing.
Pick any Portfolio … pick my … Haegg I or II. (1) Note there are investments in stocks, etc. (2) Note there is ‘cash’. BUT when you print the portfolio, ONLY STOCKS are printed … NO CASH !!
My recommendation is that on this portfolio printout, CASH SHOULD BE INCLUDED!!
Do you think this is a solid recommendation deserving…
1 vote -
Add %G/L or Total Value figure to the Portfolio Tab
Is it possible to add the %G/L or Total Value figure to the Portfolio Tab (left hand column in Portfolios) so that the performance of each portfolio can be seen at a glance rather than having to open up each portfolio. This would be useful to see how each portfolio is performing in real time so that one might be able to focus on weakest or strongest.
2 votes -
I would like to see dividends added to portfolios automatically.
This would give a true return on each securities.
31 votes -
3 votes
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Full Portfolio Performance Valuation
In the portfolios the user can enter a dividend but the individual share performance doesn’t reflect that, just to portfolio total does. The user should have the option to exclude dividend and capital returns in the portfolio stock items, or include them at the line level. The latter is my way of evaluating investment performance and would make VV more empowering.
4 votes -
1 vote
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Ability to choose WHICH portfolios get SMS alerts
I have many porfolios, some just to test theories, I only want SMS notifications fro my real portfolios. Right now it's all or nothing, this should be a VERY simple fix.
2 votes -
Portfolio Manager-Add Managed Funds Price Tracking
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 -
"New Portfolios"
I was disappointed when your "New Portfolios" turned out to be renamed old portfolios. I would have rather seen what's working now not what worked a long time ago.
1 vote -
Manage portfolio - Add Dividend Payment for Australia
The add dividend box and report needs to be updated for Australian dividends.
Australia Share statements have the following information on a share dividend statement:No of shares:
Dividend Rate per share:
Unfranked amount:
Franked amount:
Franking credit:The add dividend box should include this information.
5 votes -
1 vote
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