426 results found
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1 vote
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Add the ability to change the date range on the Portfolio MiniGraph to year-to-date or 1 year,not just EOD or Intraday
Add the ability to change the date range on the Portfolio MiniGraph to year-to-date or 1 year, not just EOD or Intraday. My graph allows me to see about 5 years of performance (too much) or just 1 day (not enough). I suggest the graph time-span be customizable.
5 votes -
1 vote
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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 -
drill down availability on position in portfolio
Ability to click to see info on buys/sells of individual positions without having to view transaction report
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 -
Return the transaction notification to Portfolios
We used to be able to see instantly if any transactions had been made in the VV Portfolios. I think it was a red number in a ball that would flash when you clicked on each portfolio. This made it very fast and easy to scan them all each day. Now there are more portfolios and this handy time saving function has been removed, I think perhaps when we got the Genius? Now we have to go into reports and check the transaction log for each Portfolio. I would think this should be an easy feature to re-enable.
1 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 -
Add field for essential stamp duty (tax) in buying costs of UK stocks in portfolios
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 -
transfer shares from one porfolio to another and/or merge portfolios.
I am sure other people like me often move shares from one broker/portfolio to another. We should be able to move shares from one portfolio in VV to another in VV. This could also include merging and/or transferring all of the shares from one portfolio to another. I have needed this function several times.
2 votes -
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 -
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 -
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 -
i would like to set individual stop criteria in portfolios without turning on genius.
i would like to set individual stop criteria in portfolios without turning on genius
1 vote -
Genius - Allow Dividends to be added while Genius is on
To manually entering dividend payments in a portfolio one is required to shut off the Genius. However when the Genius is again activated the stop criteria changes to 'None' on the table. After reactivating the Genius the stop criteria should be preserved and not have to be manually reset. (This applies to 'end of day' or once per day mode)
11 votes -
Genius
If one changes the stop criteria in the Genius (after loading in stock purchases manually) from 'monitor throughout the day' to 'monitor once per day at end of day' it appears that the stop alerts are still reported throughout the day and not end of day. It would be nice to be able to see reports for end of day only since my stops are based on end of day and not intraday timing.
1 vote -
Ability to use a user created search (as in Unisearch) as the stop criteria
I'd like to be able to define a search that would search my portfolio to determine the stop and trigger an alert under the right conditions.
For instance if a stock I own fit's the complex criteria of a search.
VST<1 and RT<1 and Price < Yesterdays close (as an example)
1 vote -
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 -
add a folder capability to Portfolios tab
add a folder capability to the portfolio viewer like there is in the viewers tab.
This provides a capability to quickly get to the class / type of portfolio one wants to view vs scrolling thru a long list of portfolios that aren't necessarily grouped together. Currently they just list alphabetically and the list can get quite long.
2 votes -
Make it possible to place orders in portfolio to coincide with Daily strategy advice: "Prudent Investors should only buy stocks long if the
I use the VV Portfolio Tracker to test different kinds of portfolios. Each day VV gives me advice under the VV Strategy session. Tonight it was "Prudent Investors should only buy stocks long if the market is rising." It would be nice if I could give the Portfolio buying directions such as "Buy the following @ 10 am if market is rising." That way I could follow the advice of the VV Strategy session and get full value for the money I'm paying. Is that difficult to do?
1 vote
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