VectorVest 7

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VectorVest 7

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  1. 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.

    3 votes

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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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…

    3 votes

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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    Thanks.

    3 votes

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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  4. after I have done a search and put stocks into my portfolio there is no automated tracking of what search I used to tell me when I go back to analyze my portfolio. This becomes very difficult when changing searches in a portfolio after three or four turns in the market. At present the only method I have is to type my search and dates used in the portfolio edit, descriptions box. This seems like an easily automated function.

    3 votes

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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  5. I would like to add quantity to the custom field builder. It is already a field in the Layout section of the portfolios but just unavailable in the field builder

    3 votes

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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  6. In VV6 Portfolios there is the ability to add the column "Trailing Stop" which shows the dollar amount. Can we add this feature to VV7 portfolios as well?

    3 votes

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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  7. Right now Custom Fields cannot be added to the Portfolio Layout. Please allow that capability.

    3 votes

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  8. You can add an option premium in Portfolio Manager but there is no choice to buyback the call,i.e.,deduct the premium received and then sum. Currently, I have to use "Withdraw Cash" which does'nt accurately describe the transaction.

    3 votes

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  9. 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)

    3 votes

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    0 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    3 votes

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  11. I like to track my portfolios to the penny and when entering a sale there is no field to enter the exchange processing fee so I have to add the commission back to the total and divide and even then sometimes can't get the number right without tweaking the commission on odd lots.

    3 votes

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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  12. 3 votes

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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  13. 3 votes

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  14. Current software allows only one exit strategy per portfolio forcing us to establish separate portfolios for one ... real time or actual portfolio.

    3 votes

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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    3 votes

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    1 comment  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  16. 3 votes

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  17. mix and match stop criteria such as '=S or loss > 15% or RT trending down x days' etc. Just be able to create custom stop criteria based on currently available data.

    3 votes

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  18. 3 votes

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    2 comments  ·  Portfolios  ·  Flag idea as inappropriate…  ·  Admin →
  19. When using Portfolios with VV 7 it would be great if we can select a custom end date for each portfolio.

    3 votes

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  20. Fixed percentage per stock selected ; fixed dollar amount per stock selected or fixed number of shares per trade.

    3 votes

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