425 results found
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Add Portflio Automatic Stop Loss Exit Feature
It would be extremely helpful to me if I could have the option to automatically close entire portfolio at a designated drawdown percent, value point or amount. Portfolio charts often show spikes up followed by quick, steep declines. This can often happen because of some news or expectation like maybe there wont be a new tax plan etc.
1 vote -
Vary Asset Allocation
Vary Asset Allocation within portfolios. Weight stocks above bonds for example. Currently only equal weighting.
1 vote -
Sector diversification graphs
VV currently displays Stocks and Industries diversification pie-charts in the Reports section of Portfolios. Could we also have the option of a sector diversification pie-chart?
1 vote -
Portfolio - add percentage gain under portfolio name on the left column
I'd like to see the percentage gain of my portfolio under or by its name on the portfolio list on the left part of the screen.
In this way when I am watching one portfolio, I can quickly see how the other are doing, instead to click on each one of them.2 votes -
Add alert settings for each individual portfolio when using Genius
I have portfolios that I am testing and portfolios where I follow my actual trades. All of them have the genius on. I want to receive alert only on the portfolio where I am actually trading and not on all of them. It will be so much easier to find out when I need to buy and sell ... without checking all the alerts and possibly missing an opportunity to buy/sell on my active portfolios. Thanls
19 votes -
Allow User settings to be saved in a Portfolio
Improvement Request:
Since I have been a subscriber to VectorVest (many years) I have had a problem with the User Portfolio settings. I have several different Portfolios set up for different stocks and can add my stocks to them and then arrange the various columns the way I want, but the problem is that the columns do not stay where I put them. If I leave the Portfolio screen and then return to it I find that all of the columns have gone back to their default positions and once more I have to re-arrange them. I have clicked on…
1 vote -
Help
How do I set up a portfolio where:
Mkt in UP condition: Buy stocks with a certain +/- profit locker lets say +40/-25.....
Mkt in DN condition: Do buy or sell short anything, and adjust the profit locker (effectively tightening stops) to say +40/-10 on all stocks I have (purchased in Mkt UP condition).
One or two of the folks there didn't think it could be done.1 vote -
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 -
Profit locker
The profit locker using robotrader at times tell me sell a stock with less than 5% loss when the stop loss is set at 15%. Once it told me to sell and buy same stock after a loss.Is this correct?
3 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 -
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 -
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 -
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 -
1 vote
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"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 -
portfolio minigraph keeps reseting to default when I move to other tabs. It will be great if it stays in teh same format I selected.
Save my data selection on the portfolio minigraph. Right now I change my graph to EOD to Intraday, then I go to other tabs (ex Viewers). When I come back the graph is back to EOD. It will be nice if the minigrap will stay as I selected.
2 votes -
Sort portfolios by VST descending by default.
Sort portfolios by VST descending by default. I am so tired of double clicking the VST column on every portfolio to get them sorted.
2 votes -
Ability to Edit ACTUAL purchase prices when Genius is enabled
When Genius to flag buys and sells, it uses its own pricing (when that trigger happens), but that is not reality because it is not linked to an actual buy/sell at your broker. Once I actually make those buy/sell I cannot enter the now actual quantity and price into the portfolio without disabling Genius first - I cant do ANY management activity when Genius is active.
4 votes -
Allow maintaining poftfolios with fractional shares
I use Motif Investing as my broker. Motif allows customers to create "portfolios" of up to 30 issues for one commission ($9.95) regardless of how big or small the portfolios are. And they do this showing fractional shares down to the fourth decimal place. Being able to track performance of fractional shares is important to me making the VV Portfolio tab less than as good as it could be. To quote another request here, "I'd like my VV portfolio to match my brokerage account."
3 votes -
1 vote
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