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In VV7 put the max Drawdown in the portfolio report as it is in the backtest Report
In VV7 put the Max Drawdown in the portfolio report as it is in the backtest Report
4 votes -
4 votes
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4 votes
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Add ProfitLocker as a Graph Parameter
Right now there is no way to know when you are nearing your ProfitLocker stop. It's not graphed out on a graph, nor is it available as just a parameter dollar value. A graphed indicator within a stock's graph would be best, but a single ProfitLocker stop value in the Graph Control Panel would be better than nothing.
Right now we fly blind with ProfitLocker, until it hits us upside the head with an sell alert out of nowhere. That's no way to "monitor" your stops. And $495 for Pro is too much, plus it has features that most of…
3 votes -
YTD Portfolio Performance needs to be added to the Portfolio Performance Report
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.
3 votes -
Profit Locker Email Alert Improvement
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.
3 votes -
I need more than 10 GENIUSES - Can I have 20, please?
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?3 votes -
Portfolio Performance -> Portfolio
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.
3 votes -
Profit locker
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?
3 votes -
Allow maintaining poftfolios with fractional shares
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."
3 votes -
Need alert for a price target on graphs.
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
3 votes -
THERE IS A FAULT IN THE SOFTWARE. THE SHARE PRICE DIVIDES BY 1000 WHEN THE PRICE GETS HIGH AND INCORRECTLY CALCULATES THE PORTFOLIO VALUE.
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!!
3 votes -
Calculate Stop Criteria for Price Column in Portfolio
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 40.29My stop ATR(14) 1.5x
stock ALR 43.27 MyStop 41.36 (based upon my selected stop criteria method)Thanks
John3 votes -
merrill lynch
Add direct trading through Merrill Lynch
3 votes -
Consider dividends and option premiums to determine trailing stops in portfolio positions
To get a true trailing stop, dividends and option premiums should be an option to determine trailing stop price. These effectively reduce your cost basis. Currently, the only way to consider this is to edit purchase price in reports when some sort of payment is made.
3 votes -
Need ablity to merge portfolios to weed out trash
If portfolios are merged then the parent of the merged document can be deleted making a more concise picture.
3 votes -
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.
3 votes -
Stock Split
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.
3 votes -
Add field for essential stamp duty (tax) in buying costs of UK stocks in portfolios
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.
3 votes -
3 votes
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