426 results found
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Show Recommendation
On the iPhone when I look at my portfolio, it would be nice if the Vector Vest recommendation was shown after the stock price
1 vote -
Include moving averages to graph of your porfolios
Just add the 3/8 EMA as we have been using this for entry/exit in the Derby Club from our positions but when using the market crossings this isn't always indicative of the actual portfolio. This also would mean we could watch a single window where the trades are actually made - RoboTrader
2 votes -
merrill lynch
Add direct trading through Merrill Lynch
3 votes -
Buy signal alert
How is possible that no buy signal is available on a platform like VectorVest similar to a stop signal alert? Please, create one.
2 votes -
When in one's portfolio screen, have an extra column that would show Gain/Loss percentage over different periods. Days, weeks, months.
Have an extra column in the portfolio screen which displays the percentage gain or loss (ROI) against each stock for different periods. Have the period selected by right clicking the column heading and choosing preset periods (e.g. 1,2,3,5,10 days, 1, 2,3, months, last quarter, last half year etc. or leave a space where one can simply enter the period required). At the moment one only has the ROI from date of purchase or from date of portfolio inception)
2 votes -
I'd like the ability to apply or adjust conditional stops on existing positions when a Down Signal occurs.
The ability to customize a trading system to apply or adjust conditional stops on existing positions when a Down Signal occurs.
Example: tighten trialing stops on existing positions during a C/Dn or even a neutral signal is given.1 vote -
1 vote
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Make portfolio cash deposits and withdrawals G/L neutral
Currently, if you add cash to a portfolio, VectorVest calculates the addition as if your portfolio gained that much through trading, and if you withdraw money from a portfolio, VectorVest calculates that as a loss. Depositing and withdrawing money to or from a trading account are activities that investors do on a regular basis. Such transactions should not affect the G/L%.
The workaround for this calculating error is to modify the opening deposit. Modifying the opening deposit does reduce the effect of this miscalculation, but it also slightly reduces the G/L percentages since the gains and losses will be calculated…16 votes -
Add all portfolio statistics in the Portfolios tab
The Portfolios tab in the top just shows "Buying Power", "% GL Today", "Total Value", and "%GL". Unfortunately other important statistics are left out, like ARR, CROR and Max Drawdown.
To get those statistics I always need to build a backtest of the portfolio.Please, add all the additional statistics in the Portolios tab (%Winners, Total Commission, ARR,CROR, and Max Drawdown). It would make everybody's life easier, and those are very important numbers to be aware of. I'm not sure why they were omitted in the first place.
4 votes -
1 vote
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allow entering market direction filters into strategies
You teach that is a bad idea to buy an individual stock when the markets are going down. I believe this is a good idea, but I do not see how to do this in any of the many available Unisearch searches. This lacking criteria will now allow a sold stock (due to sell criteria settings) to be replaced on a down market day. This can hurt total results if it followed by more down market days. This can be implemented if a VVC choice were settable in the Parameter field box. One could then set the price change as…
2 votes -
Security Percentage Held by Portfolio (including cash)
In the portfolio tab, add the abiliity to create a cloumn in the layout that will display the percentage of the total portfolio represented by each security (including cash if possible).
3 votes -
Ability to set an alert when your portfolio (overall) hits your profit target
Ability to set an alert when your portfolio (overall) hits your profit target
2 votes -
1 vote
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2 votes
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The Ability to Close a Portion of a Position
After you open a position, the only choice is to close the entire position. It would be great to have the ability to close a portion of the position. I will often sell a portion of an open position to lock in some profit and then sell more of the position as it continues to rise (or fall) based on my target criteria.
1 vote -
For trailing stops set in portfolio it should be possible to graph the value from the date set. On any given day the value should be shown.
For any stock in portfolio, where a trailing stop is set it should be possible to graph the progress of the stop along with the price of the stock. It should also be able to show the value for the trailing stop on a daily basis.
6 votes -
in stop criteria allow more flexibility to build your own stop criteria, like price > 5-day SMA
in stop criteria allow more flexibility to build your own stop criteria, like price > 5-day SMA
5 votes -
Consider dividends and option premiums to determine trailing stops in portfolio positions
To get a true trailing stop, dividends and option premiums should be an option to determine trailing stop price. These effectively reduce your cost basis. Currently, the only way to consider this is to edit purchase price in reports when some sort of payment is made.
3 votes -
Need ablity to merge portfolios to weed out trash
If portfolios are merged then the parent of the merged document can be deleted making a more concise picture.
3 votes
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