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VectorVest 7

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VectorVest 7

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  1. When I make a portfolio can I add a column to show what “Todays $ Gain” is. If there is no way for me to add that column now could you add that column in an update? It would be great to see what the dollar gain is for that day with out having to get out the calculator.

    Thanks
    Bob

    1 vote

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  2. In the backtester and portfolios there is a checkbox for intraday stops. When this box is not checked, end-of-day stops are used. For the portfolios, when stops are listed would like to see whether intraday or end-of-day stops are used.

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  3. The default sort order for portfolios, well there doesn't seem to be any. Even customer service doesn't know. Alphabetically would be nice, or by VST Descending. It is rare that anyone wants to sort ascending, but that is the default sort order when clicking a heading on any column. Please change the default sort to descending with clicking on a column header.

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  4. GENIE SHOULD ALSO ALLOW TO SEND ALERTS OF PURCHASES, NOT JUST SALES OF POSITIONS

    1 vote

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  5. This would allow me to see where the stocks I own and those in my watch list fit into the Vector Vest ranking list; not merely the VST number on each stock.

    This would meaningfully help me compare each of my selected or owned stocks as to where they serially fall in the VVC body of ranked stocks.

    I think this would also materially help even when looking at the "Stock Viewer" lists.

    Your consideration would be especially appreciated.

    1 vote

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  6. 1 vote

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  7. The Portfolio Add Trade window requires a value entry, which then has to be undone with a Cash Deposit, to result in correct totals.

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  8. would love to see the following enhancements to the portfolio page:
    1. in addition to “% G/L Today”, would love to see “$ G/L Today” … in total and even at a security level
    2. since you know about all the different “positions” (lots) for a security, you should provide an option to expand the rows on the display to show those with appropriate long/short term capital gains designation

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  9. 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

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  10. Vary Asset Allocation within portfolios. Weight stocks above bonds for example. Currently only equal weighting.

    1 vote

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  11. 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

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  12. 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

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  13. 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

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  14. 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

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  15. 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

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  16. 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

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  17. 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 Ownbey

    1 vote

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  18. 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

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  19. 1 vote

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  20. 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

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