424 results found
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6 votes
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Fractional Shares
Allow us to add fractional shares to a portfolio, especially given the DRIP watch list. If you do setup DRIP instructions on a share purchase fractional shares are the outcome. I'd like my VV portfolio to match my brokerage account
6 votes -
Cash Positions on Portfolio Graphs
Include (optionally) cash positions when graphing portfolio positions
6 votes -
Add columns in Portfolio Information display to show total dividends and total option premiums rcvd.
6 votes -
Add option in portfolio management to deposit/widthraw cash that does not affect the total return
People in reality take money out or deposit money into the portfolio. The current version 6 or 7 will change the Return On Investment (ROI) when adding or taking money from the Initial investment, regardlless of when the transaction was done, resulting in a skewed ROI. There should be an option to add or take money on a specific date so the ROI will be calculated accurately.
6 votes -
Allow full import capability from a CSV file into Portfolio Manager
Currently, the only data that can be imported using a CSV file into VV is to Watchlist. I would like to be able to import CSV data into Portfolio Manager, that has been originally exported from Vector Vest (Date and Time stamp, Details of the purchase, and historical pricing associated with the trade) into Portfolio Manager. If it can be exported, there should be some easy way to import it.
Bob Turnbull, Burlington, Ontario
5 votes -
Create a one click YTD view when in Portfolio Performance review, so you can see each portfolios YTD Return
Create a one click YTD view when in Portfolio Performance review, so you can see each portfolios YTD Return
5 votes -
Tracking Options Gain/Loss in Portfolios
Since "Manage Portfolio" allows entering Premium received for selling calls and puts, can you add ability to enter costs for buying and selling Calls and Puts? I want to track my Profit and Loss of my Option Transactions.
5 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 -
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
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Add the ability to change the date range on the Portfolio MiniGraph to year-to-date or 1 year,not just EOD or Intraday
Add the ability to change the date range on the Portfolio MiniGraph to year-to-date or 1 year, not just EOD or Intraday. My graph allows me to see about 5 years of performance (too much) or just 1 day (not enough). I suggest the graph time-span be customizable.
5 votes -
Manage portfolio - Add Dividend Payment for Australia
The add dividend box and report needs to be updated for Australian dividends.
Australia Share statements have the following information on a share dividend statement:No of shares:
Dividend Rate per share:
Unfranked amount:
Franked amount:
Franking credit:The add dividend box should include this information.
5 votes -
Import stock symbols from CSV file into a new portfolio
I use another technical charting tool that allows exporting to a CSV. Based solely on standard technical analysis, it would be nice to be able to bring a CSV file into a new profile and refine the list of potentials using Vector Vest filters
5 votes -
5 votes
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Alerts based on dollar figure.
In the Portfolio Automation, it would be nice to be able to set an "Alert", based on a dollar figure rather then a percentage or trailing stop or ratchet stop. I would like to get an alert when stock I owned got to a certain dollar value or price.
5 votes -
multiple alert criteria
Ability to set multiple stop or alert criteria such as trailing %, S recommendation and VST less than certain level.
5 votes -
Portfolio Percent Gain/Loss
Currently the text next to the Portfolio Minigraph displays the % Gain/(Loss) and % Gain/(Loss) Today fields as integer values. Please add one or two decimal precision to display a more accurate value. Example, a gain of .49 displays as 0%, a gain of .52 displays as 1%.
5 votes -
Provide a Portfolio summary table showing performance data for all portfolios at a glance.
The table would list all portfolios in a format similar to the stock viewers. This would provide a performance summary in an easy to interpret format. This would be faster and easier method than having to manually sequence through each portfolio.
5 votes -
In the portfolio you show the days percent gain,i would like to see the days dollar gain,
I would like to see the days dollar gain.
5 votes
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