YTD Portfolio Performance needs to be added to the Portfolio Performance spreadsheet. You have % Gain/Loss, ARR, CROR so why can't you add YTD Gain/Loss without opening the View Summery Report in Reports? Many people have asked for this if you look at all the requests in Portfolio. Add all us up and move request to the top of the list. You already have the info in each individual portfolio report. It has to be an easy fix.

When a Profit Locker Stop is triggered and an email alert send to the user, it would be very helpful (and save calls to support) if the ACTUAL stop percentage used to trigger the sell were included in the email. e.g. If a 10% loss target had been tightened to, say, 6% it is not at all clear why the stop was triggered.

This can be seen with Profit Locker Pro but for those who do not have the Pro version this would be very helpful.

I think the GENIUS is one of the best features in VectorVest.
After I run my back tests, I convert the portfolio and turn the GENIUS ON to see how it will trade in the future.
I need more than 10.
Could we have 20 please?

I like the new feature "Portfolio Performance" and use it to compare my PaperTrading strategies before using 'the best' for real money transactions. My question: would it be possible to automatically open the actual portfolio by right clicking on the desired line within the list.

The profit locker using robotrader at times tell me sell a stock with less than 5% loss when the stop loss is set at 15%. Once it told me to sell and buy same stock after a loss.Is this correct?

I use Motif Investing as my broker. Motif allows customers to create "portfolios" of up to 30 issues for one commission ($9.95) regardless of how big or small the portfolios are. And they do this showing fractional shares down to the fourth decimal place. Being able to track performance of fractional shares is important to me making the VV Portfolio tab less than as good as it could be. To quote another request here, "I'd like my VV portfolio to match my brokerage account."

Also need an alert to protect a certain profit, such as 50%, 60%, 70%, etc of each stock in a portfolio. Stop criterias do not permit such action. Thanks

FIX THE PROBLEM PLEASE IT IS AFFECTING THE PORTFOLIO VALUES OF NASPERS AND INBEV IN SOUTH AFRICA. I UNDERSTAND SOME OTHER COUNTRIES HAVE THE SAME PROBLEM. THIS HAS BEEN GOING ON FOR OVER 4 MONTHS NOW!!

Give the ability to customers allowing the top criteria they place against a trade or trades the ability to be shown in a Stop column other than just the stocks VV Stop i.e. a Stop Criteria Stop??

example
stock ALR 43.27 VV Stop 40.29

My stop ATR(14) 1.5x
stock ALR 43.27 MyStop 41.36 (based upon my selected stop criteria method)

Thanks
John

Add direct trading through Merrill Lynch

If portfolios are merged then the parent of the merged document can be deleted making a more concise picture.

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.

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.

Add field for essential stamp duty (tax) in buying costs of UK stocks in portfolios, as it's a percentage (.5%) every purchase is currently a different buying cost as it's added manually to the broker's fee.

Portfolio Manager-Add Managed Funds Price Tracking as over 80% of Shareholders have Managed Funds not Direct Shares.
Also have a Cash Account section where I can view Pension Payments from my Super Fund.

Buying individual shares during the year it is difficult to see the comparable return per share. By annualising the return per share you can compare performance at a glance. The data for this formula is already there eg
(Current Price/Bought Price times 100) times (number of days share held/365)

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.