VectorVest 7

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VectorVest 7

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  1. Add portfolio transaction capability as there is in VV6.

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  2. Can you create a new stop loss which combines a fixed % to sell at with a trailing stop to limit loss at. eg.- G/L 50/20 where you would automatically sell if you hit your profit target of 50%, but at the same time your trailing stop would be climbing so that if you reached a profit of only 40% for instance and your stock began reversing, you would only go back down to 20% at which point your stop would be triggered and you would exit with a 20% profit instead of riding all the way down to a…

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  3. Would like to be able to quickly see diversification by having sector and industry fields in Portfolio View

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  4. Once all positions are closed the graph continues to chart additional days, unlike VV online portfolio's. Would like the ability to have an "end" date in portfolio's.

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  5. VV7 has alerted me to sell the stock. VV7 should handle split adjusted prices in real time, not have to wait until the next day.

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  6. 1 vote

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  7. I enter ticker, date, nr of shares and basisincluding (as provided by my broker). Instead of adjusting the price per share to reflect the basis and nr of shares properly, leaving the broker commission alone, it messes with the comission. Entering older trades than yesterdays manually works as expected. Since I want to capture the actual basis correctly, I OK the price per share and funny commission your program likes, and now the results in the porfolio look funny. It appears that not all of the data in the resulting portfolio line adds up in this case as well.

    1 vote

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  8. In the EOD version, you can see any description notes made when creating the portfolio if you select a given portfolio...make this available on V7 Realtime...or have it as a option so that those who do not wish it visible or want the screen real estate could disable it...

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  9. 1 vote

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  10. allow the use of custom built fields in the quickfolio as well as several other lists.

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  11. use next days open for entry prices into quickfolio, especially if entered before or after trading hours, similiar to the VV6 portfolio tracker. or perhaps have this as an option.

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  12. Prographics 6.0 allows you to allocate a partial sale ofposition to specific lots purchased over time. vv7 does not. major tax planning problem.

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  13. Unable to view portfolios only get a vectovest error message 339

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  14. 1 vote

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  15. In portfolio manager, when trying to sell long, I choose my stock from the drop down list, but when I hit OK, or apply it gives a warning that I cannot sell it as I don't currently own it.

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  16. I would like to create different portfolios for various searchs and strategys, but also a larger portfolio that contains the results of several searchs/strategys for a more overall look and tracking? This would be easy if the copying of transaction data from one portfolio into another. Thus combining several strategys into the larger one. or vice-versa by coping selected position or tranactions into a new portfolio.
    Without this ability, if is much more difficult as you have to enter all the data twice.

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  17. As a VV7 user I would like to be able to back-test VV provided and self created watch-list and portfolio so I can conduct more refine research and strategy creation

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  18. The Simulator allows you to limit stock ownership to a % of average daily volume. However neither Real Time or Prographics features this paramater (note: this is different than % of outstanding shares). In my view this is very important when you are trading in low volume stocks. Summary: Money Mangement features need to mirror the Simulator for both Real Time and ProGraphics

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  19. In ProGraphics version of the software I can enter the commission of the trade right on the trade entry screen. But in VectorVest 7 I have to click on Edit button and go to a different screen to enter the commission. When entering many trades for the day – the data entry becomes slower if I need to enter different commission amount for each trade.

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  20. In VectorVest 7, I would like to have the ability to turn off alerts in quickfolios and continue to use the automation to manage my portfolios.

    1 vote

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