426 results found
-
Allow Portfolio's to be Created via a Table or Imported instead of One trade at a time
A portfolio is now created by entering one trade at a time. If a portfolio exists on another platform, how do we get that across and integrate it easily into VectorVest? How about using a table to input values, or allowing to import via CSV? Right now it takes too much time especially if the portfolio has 20-39 holdings.
1 vote -
More flexibility to for stop losses or gains whenever entering new market timing conditions.
Whenever market conditions change (move into c/up, c/dn, kicker combo, etc.) allow automatic settings to change, thereby enabling tightening or loosening of stops or gains, and changing investing size as well as number of stocks to purchase.
1 vote -
For funds not tracked by portfolio have ability to enter unit market values and enter fees charged by fund mgr
Also allow for transfer of funds from one portfolio to another.
1 vote -
i would like percentage off highs added to the portfolio section when you build your own portfolio like Trade Stops.
As you build a portfolio , lets see the percentage off of high after you enter a position.
1 vote -
Allow 6 decimal places when editintg a transaction in the portfolo manager transaction log.
My broker, Commsec (Australia's largest) uses 6 decimal places on their contract notes but VectoeVest will only allow 4 resulting discrepancies in all the accounting and brokerage making it useless to submit for taxation
2 votes -
The "Riding the Wave" portfolio advisory was abandoned last year. I was told it would be reformulated and reintroduced. Please do so.
Please reformulate and reintroduce the "Riding the Wave" portfolio advisory. This is the only advisory that is meaningful for my strategy as a mixture of 3 ETF funds (long or short): Dow, NASDAQ 100 and S&P 500. While the other portfolios may appeal to many subscribers, they lose meaning since they remain "long" for such a long time.
1 vote -
Transitions list
It seems that "getting in early" on various market transitions/reversals can be a rewarding experience. Vector Vest follows several market timing indicators. It might be useful to generate a list of searches which historically have worked well if used at specific transitions. I envision one list for C/Up to C/Dn, another for C/Dn to C/Up, DEW up, etc. Perhaps a list of 5 or so searches for each transition case. It might also be useful to include MACD transitions on the Market Timing Graph. Vector Vest has the staff required to pursue this project. How about it?
1 vote -
Please add day $$ change, ytd $$ change and total $$ change to the top of the portfolio page.
Please portfolio analysis to the bottom of the portfolio page.
4 votes -
Supply in VV 7 Portfolio reports both CAGR and ARR
This information is present, and much more, in VV6 (US), and is invaluable. I really do not understand why it is not provided in VV7. Also badly needed is deepest drawdown, also present in Portfolio reports for VV6. I now use 6 for most portfolio work for this reason, but it lacks certain search capabilities needed in, e.g., Midas and Colt 45.
4 votes -
Faster recommendation for Sure Fire Success
Please consider providing recommendations in the portfolio Genius at the end of the current day.
Using Sure Fire Success S&P500 Stop Asc / Index ETFs, I was surprised last Friday (buy signal) when my portfolio Genius did not show a recommendation. The response I got from technical support was that, since I am an end-of-day customer, the recommendation would come out at the end of Monday. That puts me a full day behind. Any earlier on Monday doesn't help as I'm usually not at my computer when the market opens.
Thank you.
1 vote -
Create a Surefire Success portfolio for smaller accounts: 4 to 5 stocks
The surefire success portfolios all seem to have 10 stocks. If you have a smaller amount of capital, say $25,000 that is only 2500 per stock. It would be nice to have a program for say five stocks which would be $5000 per stock.
1 vote -
Portfolio Minigraph settings intraday to reflect "THAT DAY" results
The End Of Day and the intraday settings reflect the investment, dollar and percent change from day of opening the portfolio. Please change the INTRADAY setting to reflect THAT DAY dollar increase and THAT DAY percentage increase FROM THE DAY BEFORE, and also the initial investment can change to PREVIOUS DAYS CLOSE. This way they would reflect each setting appropriately. When I'm in Intraday mode I would like to see what I'm doing for THAT DAY and not the amounts from my initial portfolio opening. Honesty guys, I don't know how this one got by you for so long.
4 votes -
Portfolios should include performance for the year and not only since inception
Portfolios should include performance for the year and not only since inception
5 votes -
5 votes
-
Portfolio Genius
Is it possible to program portfolio manager to generate email alerts when moving averages of any open position within a portfolio meet set cross over criteria?
3 votes -
1 vote
-
default portfolio to not show VV portfolios
The ability to default the Portfolio tab to only show personal portfolios. Presently you have to manually deselect the check tab to remove VV Portfolios each time VV loaded up.
1 vote -
Ability to add any stock symbol and price to Personal Portfolios
Ability to add any stock symbol and price to Personal Portfolios
1 vote -
Allow manual entry of Portfolio prices for stocks that V.V. does not cover, yet.
Allow me to manually enter a current stock price on those entries in my Portfolio that V.V. does not yet cover.
Perhaps put a 'star' or an 'M' or something to show that it was manually overridden, and will not change unless I go back in and change it. It will allow my Portfolio to be correct. As it is now, I do not know the true value of my actual Portfolio, which I am monitoring on V.V., due to your excellent interface.
Thank you.
1 vote -
Manual stops set in portfolio view should be maintained after cycling the Genius to update transactions
When cycling the Genius to update transactions in the portfolio, manually configured stops are lost. When the Genius is turned back on, it exhibits seemingly random behavior in re-setting the stops. Some stocks get the default stop from the portfolio settings. Some stocks get set to None. But none of the stocks maintain their custom stop criteria.
2 votes
- Don't see your idea?