VectorVest 7

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VectorVest 7

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  1. New Feature > Please add a free form "user defined remarks" column to the Portfolio view. I would like some where to add the Stops I have in place.. and some other short comments about the trade

    3 votes

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  2. create a stop/loss strategy that is calcuated from the 2,3,4,, biggest moving up/down days over the previos six months.

    3 votes

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  3. VV is displaying 4 different portfolio styles in 2010. Could you create a "2010 SubFolder" for the 4 strategies for this year. OR - could you rename the 4 Strategies to start with "2010" so you can more quickly find them on the list.

    The reason for this request, is that on a daily basis, it is somewhat anoying to hunt and pick and find the 4 strategies for 2010 on the list that includes all the Riding the Wave portfolios from previous years. When there was just a Riding the Wave portfolio for 2010, that was easy enough, but…

    3 votes

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  4. 3 votes

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  5. There is no =B stop criteria in the portfolio manager when setting on a long purchase. When bottom fishing with all Sell reconditions, you should be able to put a stop at =B to sell off those stocks.

    3 votes

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  6. Create new model portfolios based on trading strategies and types: conservative, prudent, aggressive, dividends, etc.

    2 votes

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  7. Currently, the only data that can be imported using a CSV file into VV is to Watchlist. I would like to be able to import CSV data into Portfolio Manager, that has been originally exported from Vector Vest (Date and Time stamp, Details of the purchase, and historical pricing associated with the trade) into Portfolio Manager. If it can be exported, there should be some easy way to import it.

    Bob Turnbull, Burlington, Ontario

    2 votes

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  8. Cannot create a portfolio with a 0.00 commission.

    2 votes

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  9. Cannot create a portfolio with a 0.00 commission.

    2 votes

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  10. Allow selection of more portfolio fields when exporting a portfolio to excel. System only allows export of company name and symbol when doing this:

    right click(in portfolio holdings)>>Export to .csv>>All Rows

    2 votes

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  11. It would be quite helpful to be able to compare My Portfolio performance to that of the Trading System Viewer. To do that simply present My Portfolio performance in the same way as is done in TSV (1 mo., 3-mo, 1-year, ytd, etc.). Maybe you couldn't easily come up with a category title (prudent, conservative, etc.), but that would not be too critical. For those of us trying to create our own trading systems this feature would be very useful.

    2 votes

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  12. The description of the portfolio in the portfolio tab cannot be edited when it is created from "trading systems" in the viewers tab. After creating the description there, and then transferring it to a portfolio, one cannot then edit the description later. However, if the same trading system is created from the "new portfolio" in the portfolio tab and choosing the same system by choosing "an existing trading system", then the description can be edited. It seems that editing should be available regardless of which way the system is placed into the portfolio because the description should be able to…

    2 votes

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  13. When opening transaction log edit in Reports, one can only add 2 decimals. Ally often sells with 4 decimals. Stock sold at 42.3862. The only way to modify so it agrees with Broker is by changing the commission. This give erroneous commission total in Summary Page. This really should be changed.

    2 votes

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  14. Enter dividends and other entries to the transaction log in "reports" in Portfolio without having to turn off the genius. You might forget to turn the genius back on. It's just an cumbersome step, especially if you have multiple portfolios and have to regularly enter dividends (or other entries). It requires you to always turn the genius off and on again.

    2 votes

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  15. Allow us to customize columns so we can add RS, VST, etc... also, it would be nice to be able to add additional columns, such as Stop Price, Distance to Stop Price, Profit Target Price, Distance to Profit Target Price.... and ATR (for us ATR fans out there). Thanks

    2 votes

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  16. % G/L Today is not accurate in Portfolios. (ie. Model Portfolio #3) Not universal issue. Random in subscriber / model portfolios. Talk more with Bill Shelton that has witnessed issue.

    2 votes

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  17. The current limit of 10 automated portfolios is too low. It should at least exclude:
    The 5 VV Portfolios
    Any competition portfolios added by VV

    2 votes

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  18. On the Portfolio Graph (Intraday), when you select "Show Change" it should show the change for the day.
    It shows the % change and $ change for the Portfolio since inception, same as the EOD Graph.
    Would be nice to see Percent Change and Dollar Change for the day.
    I have 3 Portfolio Mini-Graphs on my Home Page and would like to see the % Change and $ Change Intraday.

    2 votes

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  19. Save my data selection on the portfolio minigraph. Right now I change my graph to EOD to Intraday, then I go to other tabs (ex Viewers). When I come back the graph is back to EOD. It will be nice if the minigrap will stay as I selected.

    2 votes

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  20. Sort portfolios by VST descending by default. I am so tired of double clicking the VST column on every portfolio to get them sorted.

    2 votes

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