418 results found
Show correct True Stop
True stop value does not show correctly, it shows VV stop value and not the value from trading strategy.4 votes
Add all portfolio statistics in the Portfolios tab
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
Please add day $$ change, ytd $$ change and total $$ change to the top of the portfolio page.
Please portfolio analysis to the bottom of the portfolio page.4 votes
Supply in VV 7 Portfolio reports both CAGR and ARR
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
Portfolio Minigraph settings intraday to reflect "THAT DAY" results
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
Portfolios should include performance for the year and not only since inception
Portfolios should include performance for the year and not only since inception4 votes
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
It would be good to have the Genius system under portfolio's issue an alert when the timing indicator required to invest changes.
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
Would be great to be able to insert a benchmark graph such as S&P 500 equivalent into portfolio minigraph
Would be great to be able to insert a benchmark graph such as S&P 500 equivalent into portfolio minigraph4 votes
Full Portfolio Performance Valuation
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
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:
The add dividend box should include this information.4 votes
Hello, Just wondering is there a way to set up the portfolio to track the ARR and CROR? Thanks.
Just wondering is there a way to set up the portfolio to track the ARR and CROR?
Add a group (master) portfolio allocation function allowing me to allocate my portfolio to several strategies and track as one.
I would like to have a master portfolio that can track several seperate portfolios, with different strategies, as one.4 votes
Add to Portfolio from Apple iPad
Under the iPad/ Iphone app be able to add and remove stocks from your portfolio without having to go onto the program on my home computer.4 votes
Annualized Percent Gain for each stock
Portfolios for each individual stocks, add a cloumn that would calculate the Annualized Percent Gain. So if you have it less than a year you can see where it might go. Greater than a year you can see if it is doing well on a yearly bases.4 votes
Add portfolio % gain/loss on actual money at risk
Many times a nominal portfolio of $100,000 cannot be fully invested. However, the rate of gain/loss is always calculated on $100,000. It would be great to have a report/option to show the rate of return on money that is actually invested. Removing cash is a clumsy and not totally accurate way around this. This rate of return could be based on the highest invested amount for the life of the portfolio, giving a much better total return report.
Make Portfolio Automation change with Market Timing
Once I create the Portfolio, I want VV to automatically trigger stock Buy/Sell if market condition changes. In essence my Portfolio changes should follow the same stock transactions as the Back tester. This will allow the user to automatically trigger instructions to his Broker. I would expect an alert to text with Buy/Sell activity and reason why this triggered.4 votes
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.4 votes
Allow user custom fields to be displayed in a Portfolio
Right now Custom Fields cannot be added to the Portfolio Layout. Please allow that capability.4 votes
NEED a single page printout of my portfolio -- including %gain/loss since purchase
I need a printout of the current status of my portfolio -- including % gain or loss since investment. This should be all inclusive on one page (landscape style is OK)4 votes
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