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VectorVest 7

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VectorVest 7

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423 results found

  1. To Whom It May Concern:

    I'm a new customer at Vestor Vest and have found the program really helpful and easy to use with the exception of one aspect. Loading my existing portfolios(s) and maintaining them.

    I would like to bring my existing accounts up-to-date as a portfolio in VV but it has been painful. I want to mirror my accounts as a portfolio 100% by adding all transactions. With my main portfolio/IRA Account I must added 250 Dividend Transactions alone. This is painful and very time consuming.

    Is there a way to bulk load Dividend Transactions, Interest Payments, and…

    2 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  2. 2 votes

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    1 comment  ·  Portfolios  ·  Admin →
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  3. Would like to be able to quickly see diversification by having sector and industry fields in Portfolio View

    1 vote

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  4. I've always enjoyed viewing the annualized results from my investments, even though some may be for only a short time. To show this in the portfoloios would give me a better handle on the performance of my investments.

    39 votes

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    4 comments  ·  Portfolios  ·  Admin →
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  5. Once all positions are closed the graph continues to chart additional days, unlike VV online portfolio's. Would like the ability to have an "end" date in portfolio's.

    1 vote

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  6. Provide a "User Stop" Column in layout that computes the security price value for whatever portfolio stop criteria has been chosen.

    7 votes

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  7. In VV6 Portfolios there is the ability to add the column "Trailing Stop" which shows the dollar amount. Can we add this feature to VV7 portfolios as well?

    3 votes

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  8. I'd like to see the same Graph 'Top X', 'Selected', and 'All' button in our portfolio view so that we can quickly view graphs of all the stocks within our portolio.

    16 votes

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    2 comments  ·  Portfolios  ·  Admin →
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  9. Right now Custom Fields cannot be added to the Portfolio Layout. Please allow that capability.

    4 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  10. I would like to group multiple portfolios together, and be able to show the performance of the entire group. Also allow for more than one grouping, and allow any one portfolio to be in more than one group.

    32 votes

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    6 comments  ·  Portfolios  ·  Admin →
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  11. 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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  12. I would like to be able to test over a long period of time a long strategy for up markets and another strategy for down markets using money management criteria then get a total and report. This is possible in VVUS but not in VV7

    2 votes

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    1 comment  ·  Portfolios  ·  Admin →
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  13. I need a printout of the current status of my portfolio -- including % gain or loss since investment. This should be all inclusive on one page (landscape style is OK)

    4 votes

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  14. VV7 has alerted me to sell the stock. VV7 should handle split adjusted prices in real time, not have to wait until the next day.

    1 vote

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  15. People in reality take money out or deposit money into the portfolio. The current version 6 or 7 will change the Return On Investment (ROI) when adding or taking money from the Initial investment, regardlless of when the transaction was done, resulting in a skewed ROI. There should be an option to add or take money on a specific date so the ROI will be calculated accurately.

    6 votes

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  16. 4 votes

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  17. 1 vote

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  18. Include the company symbol in your alerts, not just” position closed” or” new position”.

    2 votes

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    1 comment  ·  Portfolios  ·  Admin →
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  19. I enter ticker, date, nr of shares and basisincluding (as provided by my broker). Instead of adjusting the price per share to reflect the basis and nr of shares properly, leaving the broker commission alone, it messes with the comission. Entering older trades than yesterdays manually works as expected. Since I want to capture the actual basis correctly, I OK the price per share and funny commission your program likes, and now the results in the porfolio look funny. It appears that not all of the data in the resulting portfolio line adds up in this case as well.

    1 vote

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  20. 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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