426 results found
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Portfoloio data
Display the current stop loss price in the stock list grid for stocks in a portfolio. For example, I have a portfolio set up with trailing stops. In the stock list displayed for that portfolio I need a calculator to calculate my stop loss price if I remember what percentage I put in. So also display on the list the stop loss percent.. If I display a chart for that stock, indicate my purchase price, trailing stop, and target price on the chart.
It would also be useful to be able to set different trailing stop percentages for different stocks.…
2 votes -
Currently you have a limited auto alert portfolios. I would like to have unlimited portfolios with instant allerts.
I would like to have unlimited portfolios with the auto alert instead of the current limited number of portfolios with this features
2 votes -
Vectorvest Portfolios - Have the ability to hide some of the Vectorvest portfolios instead of all of them
Have the ability to hide some of the Vectorvest portfolios instead of all of them. I do not care to see all of the RTC portfolios evey time I go to the portfolios section but I want to see the RTC - S&P500 Stop Asc/index ETFs-contra portfolio to track its YTD performnce. Currently it is all or nothing.
2 votes -
2 votes
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Allow Sell Transaction To Be Applied To Selected Buy Transaction As In VV^
- Buy 100 shares in BHP
- Buy 95 shares in BHP
- Buy 130 shares in BHP
- Sell 95 shares in BHP
In VV6, when I Sell the 95 BHP shares, VV6 displays a dialog asking me which
of the three Buy transactions I want to apply the Sell transaction to and I
can select Transaction 2, leaving transaction 1 and 3 alone.
In VV7, the selection dialog doesn't appear and just seems to apply the Sell
against the combined Buy transactions; or, probably transaction 1.
This results in an incorrect summary of my real position in the Portfolio
Information window.2 votes -
2 votes
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Save custom settings when printing in Portfolios/Reports/Print Current Holding.
Save custom settings when printing in Portfolios/Reports/Print Current Holding. VV7 allows custom settings for printing portfolios as desplayed on the screen, however after printing with the custom settings they are lost and the settings need to be re-entered the next time you print, also I would like to print out the information above the list of shares in the portfolio, e.g., total value, Net, % Gain/Loss etc.Also it would be good to be able to enter a date and display the portfolio on that date.
regards Jack2 votes -
I would like to have the Market timing indicators, MTI, green light buyer, confirmed calls, etc, added, so i can view them with my portfolio
I would like to have the Market timing indicators, MTI, green light buyer, confirmed calls, etc, added, so i can view them with my portfolios that I am following.
2 votes -
I would like to be able to see "net for the day" gain or loss when I look at my portfolio.
I would like to know in dollars how I did for the day(or designated period). Gain or loss $$$
2 votes -
In portfolios, provide ability to show reason for 'withdrawal' of funds such as management fees
I use Portfolio to monitor about $1.5 in funds invested with Schwab. In some cases, some of the funds are allocated to a money manager whom I am testing and who charges a management fee quarterly. When I enter that amount in to that specific portfolio, my only option is to show the fee simply as a 'withdrawal' rather than a specific reason. When I inherited some funds from my Mom, I forced myself to allocate a percentage of the inheritance to a money manager and then monitored his successes versus my own using Vector Vest. Suffice to say that…
2 votes -
Allow a strict % gain/loss in the automated portfolio feature.
When paper trading in a portfolio the automated buy/sell options do not allow a true %gain/loss feature,i.e., sell at 30% gain or 10% loss. The program appears to have some proprietary calculation that does not equate to these parameters. Obviously, if the system does not track a "real world" scenario the results are worthless for evaluating a strategy in real time.
The system should allow a strict %gain/loss that matches the way trades are made in the real world.
2 votes -
portfolio's custom fields for things like prchase notes target price individual stops
having fields to track notes on purchaces and sells as well as target prices and individual stops per position would be awsome!
2 votes -
Color code thye portfolio list to reflect whether the individual portfolios are profiting
A portfolio showing a profit could appear in green, a loser in red. I think it would be helpful
2 votes -
More historical reporting in Portfolios. For example, daily, moth-to-date and year-to-date reports on percent and dollar changes
Currently the reporting is limited to percent change today and total. I would like to be able to monitor dollar and percent changes historically.
2 votes -
Put a IntraDay and EOD button on the default toolbar under Porfolio Tab.
It's a pain to click the "settings" button and toggle between the intraday and EOD. I'd like to have a toggle button between the 2 view directly on the default toolbar above the portfolio minigraph.
2 votes -
Print Portfolio
A customer requested that there be a print option in VV7 as there is in VV6, that when print current holdings is selected, one then has the option to choose to print the first page only. This is an option in VV6 but not VV7.
2 votes -
Portfolio G/L
Would it be possible to reset the G/L % on an annual basis. The G/L % showed on my portfolio is from the first day I started this portfolio. It doesn't show the G/L % as of 12/31/2010
2 votes -
Whole shares (not fractional) enter t Portfolio
When entering a trade in Portfolio, whole # of shares are entered. Yet when asked to confirm the trade the # of shares is displayed with 3 decimal places. This is confusing. It can be clarified by having the code such that 'If fractional shares are entered in the Quantity field, then display fractional shares in the Confirm -- Otherwise only display whole # of shares'
2 votes -
2 votes
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Can you add the Portfolio Current Market Value somewhere within the Portfolio View?
The initial investment value and investment gain are shown but not the current market value.
2 votes
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