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VectorVest 7

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VectorVest 7

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  1. 5 votes

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    1 comment  ·  Portfolios  ·  Admin →
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  2. I'd like to have the ability to see my portfolio performance on a custom time period as well as YTD. If you track a portfolio for several years, you want to see how you are doing in the current year or maybe current quarter.

    5 votes

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    1 comment  ·  Portfolios  ·  Admin →
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  3. The sim tutorial shows many sophisticated stops. Could these stops be available in Portfolio Manager? Without them there, you could create the system you want to trade, but be unable to use VV to trade it.

    5 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  4. Allow export of equity curves from portfolios and date from performance graphs to CSV files. Equity curve export is available in Simulator. Need same capability across VV products.

    5 votes

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    1 comment  ·  Portfolios  ·  Admin →
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  5. It would be nice if one could click on a stock in the Trade History and see a graph of the stock. So many times I'd like to have the ability to quickly check a stock in trade history. Having this linking to the graph would be a handy way to do it.

    5 votes

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    2 comments  ·  Portfolios  ·  Admin →
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  6. Portfolio Re-balancing can be an important aspect of portfolio management for longer term portfolios. Provide a portfolio re-balancing tool that will automatically generate transactions to adjust the portfolio to percentages defined by the user for each security.

    4 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  7. It would be so helpful if we could turn the Genius on in more than 10 portfolios. 5 out of the existing 10 are used up in the model portfolios. If we could have the option to turn off the 5 Genius in the model porfolios and or/ add more please!! We need to see if our ideas working in real time!!

    4 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  8. When Genius to flag buys and sells, it uses its own pricing (when that trigger happens), but that is not reality because it is not linked to an actual buy/sell at your broker. Once I actually make those buy/sell I cannot enter the now actual quantity and price into the portfolio without disabling Genius first - I cant do ANY management activity when Genius is active.

    4 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  9. True stop value does not show correctly, it shows VV stop value and not the value from trading strategy.

    4 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  10. The Portfolios tab in the top just shows "Buying Power", "% GL Today", "Total Value", and "%GL". Unfortunately other important statistics are left out, like ARR, CROR and Max Drawdown.
    To get those statistics I always need to build a backtest of the portfolio.

    Please, add all the additional statistics in the Portolios tab (%Winners, Total Commission, ARR,CROR, and Max Drawdown). It would make everybody's life easier, and those are very important numbers to be aware of. I'm not sure why they were omitted in the first place.

    4 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  11. 4 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  12. 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

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    0 comments  ·  Portfolios  ·  Admin →
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  13. 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

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    1 comment  ·  Portfolios  ·  Admin →
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  14. How about including a function in the Manage Portfolio drop down list that will enter stock splits? e.g., I've had a stock split 3 for 1 so I tried to simply add shares at a zero value. The program does not allow this.

    4 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  15. It would be nice if the Genius system under portfolio's issues an alert when the timing indicator (Confirmed Call) changes. I was fully invested when C/Up changed to C/Dn and the portfolio alerts indicated that there was nothing to report throughout.

    4 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  16. Would be great to be able to insert a benchmark graph such as S&P 500 equivalent into portfolio minigraph

    4 votes

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  17. In the portfolios the user can enter a dividend but the individual share performance doesn’t reflect that, just to portfolio total does. The user should have the option to exclude dividend and capital returns in the portfolio stock items, or include them at the line level. The latter is my way of evaluating investment performance and would make VV more empowering.

    4 votes

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    0 comments  ·  Portfolios  ·  Admin →
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  18. Portfolio results over a long time period are best displayed using a log scale. This way early results would be just as important as the later results. For a constant percentage increase, there would be a straight line.

    4 votes

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  19. Fix Manage Portfolio>Add Divident Payment so that it operates the same way as Add Trade.

    When I get my statement at the end of the month it always has a half a dozen divident payments on it. It is very cumbersome to have to do this process with every one.

    Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
    Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
    Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
    Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
    Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
    Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK

    Please make…

    4 votes

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    1 comment  ·  Portfolios  ·  Admin →
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  20. Hello,

    Just wondering is there a way to set up the portfolio to track the ARR and CROR?

    Thanks.

    4 votes

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    0 comments  ·  Portfolios  ·  Admin →
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