VectorVest 7

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VectorVest 7

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  1. Cannot create a portfolio with a 0.00 commission.

    2 votes

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  2. Currently stop values are calculated off intraday highs, which is more useful to day traders than longer term traders, and creates distorted stops for the latter. More Settings tab on the Automation Rules screen would be a good place to put it.

    1 vote

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  3. I would like to see the maximum drawdown that my trading system has had somewhere (maybe on the graph under the displayed gain or loss for the system). Then I can compare to the drawdown that I had gotten for the trading system in the backtester. This would be great if done for "Robo Trader" also

    1 vote

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  4. put a column in the results page for the calmar ratio

    1 vote

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  5. This is so that at a quick glance you can see if your portfolio is full.

    Example 4/10 i.e. 4 stocks held out of 10 stocks when the portfolio is full.

    1 vote

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  6. Return Portfolio versus individual portfolio do not match. See attached document. As an example portfolios "Short start ...".

    1 vote

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  7. Portfolio Re-balancing can be an important aspect of portfolio management for longer term portfolios. Provide a portfolio re-balancing tool that will automatically generate transactions to adjust the portfolio to percentages defined by the user for each security.

    1 vote

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  8. Allow selection of more portfolio fields when exporting a portfolio to excel. System only allows export of company name and symbol when doing this:

    right click(in portfolio holdings)>>Export to .csv>>All Rows

    2 votes

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  9. We get alerts to buy and sell individual stocks based on our portfolio genius' market timing rules as we set it. I haven't had issues with that.

    One of the useful rules we can set is for the portfolio to "Go to Cash" on Rules (Down). However, it appears we don't get any alerts for this rule and it functions no differently from the "No Action" setting - meaning alerts are only given when the individual stocks hit their stop loss prices.

    I think it's a very important alert to provide and "Go to Cash" vs "No Action" are sufficiently…

    1 vote

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  10. Some of my portfolios are not trading according to the timing signal nor the system instructions. I have 2 stocks currently still being held in my portfolio when DEW down says to go to cash. This is a critical issue for those of us who want to paper trade a system before placing real money into it!!!

    1 vote

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  11. It would be quite helpful to be able to compare My Portfolio performance to that of the Trading System Viewer. To do that simply present My Portfolio performance in the same way as is done in TSV (1 mo., 3-mo, 1-year, ytd, etc.). Maybe you couldn't easily come up with a category title (prudent, conservative, etc.), but that would not be too critical. For those of us trying to create our own trading systems this feature would be very useful.

    2 votes

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  12. Posting a negative number in the "Portfolio Management" tab. Not all option trades are winners. If I have a covered call and it goes ITM but I want to keep the stock I cannot post this loss on the option trade premium.

    1 vote

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  13. When switching from one portfolio to another, you currently have to click on whatever layout you want. Once I pick the first layout, I would like the same layout to carryover to the next portfolio by default rather than having me click to choose my layout.

    I'm often adjusting my profit locker pro stop price on the profitlocker pro graph and switching to the next portfolio to check the same thing. I have a profit locker layout and I'd like to not have to click it every time I switch to looking at a different portfolio.

    1 vote

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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  14. The description of the portfolio in the portfolio tab cannot be edited when it is created from "trading systems" in the viewers tab. After creating the description there, and then transferring it to a portfolio, one cannot then edit the description later. However, if the same trading system is created from the "new portfolio" in the portfolio tab and choosing the same system by choosing "an existing trading system", then the description can be edited. It seems that editing should be available regardless of which way the system is placed into the portfolio because the description should be able to…

    2 votes

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  15. Please change the Porfolio so we can see the stop prices with Profit Locker with end of day data so we can enter stop prices with our broker

    1 vote

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  16. When opening transaction log edit in Reports, one can only add 2 decimals. Ally often sells with 4 decimals. Stock sold at 42.3862. The only way to modify so it agrees with Broker is by changing the commission. This give erroneous commission total in Summary Page. This really should be changed.

    2 votes

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  17. 1 vote

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  18. Manage Portfolio. would love to have another option! "Reinvest dividend" Shouldn't be too difficult...We have put a man on the MOON!

    1 vote

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  19. User-defined stop values need to be 1) a parameter in the Graph Control Panel 2) a column in the Portfolios Holdings layout and 3) ideally, an ongoing line graph in portfolio-generated graphs (just like the VV stop line). VectorVest talks mightily to us about managing per our stops. Yet VV doesn't give us our stops to monitor ANYWHERE, unless we buy the ProfitLocker Pro module. This is unconscionable, and definitely not customer-centric. We can't manage without our stops visible to monitor. And no one should have to pay up to get that. Period.

    1 vote

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  20. It would be good to move the stocks listed within a given portfolio up and down. A user might want to rank order stocks being considered; say most desirable on top and less desirable below.

    1 vote

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