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VectorVest 7

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VectorVest 7

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  1. You teach that is a bad idea to buy an individual stock when the markets are going down. I believe this is a good idea, but I do not see how to do this in any of the many available Unisearch searches. This lacking criteria will now allow a sold stock (due to sell criteria settings) to be replaced on a down market day. This can hurt total results if it followed by more down market days. This can be implemented if a VVC choice were settable in the Parameter field box. One could then set the price change as…

    2 votes

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  2. Ability to set an alert when your portfolio (overall) hits your profit target

    2 votes

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  3. 2 votes

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  4. My broker, Commsec (Australia's largest) uses 6 decimal places on their contract notes but VectoeVest will only allow 4 resulting discrepancies in all the accounting and brokerage making it useless to submit for taxation

    2 votes

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  5. When cycling the Genius to update transactions in the portfolio, manually configured stops are lost. When the Genius is turned back on, it exhibits seemingly random behavior in re-setting the stops. Some stocks get the default stop from the portfolio settings. Some stocks get set to None. But none of the stocks maintain their custom stop criteria.

    2 votes

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    1 comment  ·  Portfolios  ·  Admin →
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  6. I like to do fast YTD portfolio comparisons or use a selectable common date. Yes I can utilize the Backtester/Template/Convert functions to create my Portfolios but its not as fast/productive. Genius implementation with Templates could be vastly improved if the Genius start date could be changed.

    2 votes

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  7. After entering the original purchase plus the various dividends rec'd in the Portfolio Manager, I was surprised to find that the latest date, not the date of the original purchase, was used for the purchase date. It should be the original purchase date, not the date of the latest dividend, that is shown.

    2 votes

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    under review  ·  0 comments  ·  Portfolios  ·  Admin →
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  8. I am sure other people like me often move shares from one broker/portfolio to another. We should be able to move shares from one portfolio in VV to another in VV. This could also include merging and/or transferring all of the shares from one portfolio to another. I have needed this function several times.

    2 votes

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  9. Is it possible to add the %G/L or Total Value figure to the Portfolio Tab (left hand column in Portfolios) so that the performance of each portfolio can be seen at a glance rather than having to open up each portfolio. This would be useful to see how each portfolio is performing in real time so that one might be able to focus on weakest or strongest.

    2 votes

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  10. I have many porfolios, some just to test theories, I only want SMS notifications fro my real portfolios. Right now it's all or nothing, this should be a VERY simple fix.

    2 votes

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  11. add a folder capability to the portfolio viewer like there is in the viewers tab.

    This provides a capability to quickly get to the class / type of portfolio one wants to view vs scrolling thru a long list of portfolios that aren't necessarily grouped together. Currently they just list alphabetically and the list can get quite long.

    2 votes

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  12. Make most recent transactions on the top in your portfolios. Presently the older transactions are on the top. I can reverse it but it does not remember it for the next time.

    2 votes

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  13. Add VV earnings from "Climate" to timing systems. An example of how this would be used is, the Genius would enable hedging on a C/dn when VV Earnings are below 1.

    2 votes

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  14. The price field in portfolios seems to be the last price. It should reflect the Bid price if the stock is long and the Ask price if it is shorted.

    2 votes

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  15. 2 votes

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  16. 2 votes

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  17. I recentley attempted to print out a selected portfolio. I found that your software takes over and it HAS NO FEXLABILITY to manage this print out. It has no ability to print just one page out of the print out. It does not allow me the choice of which printer I would like to use to print that I have on line (inkjet vs laser).

    You also have to make changes on the ability manage the fields that I display in the portfolio with a save feature.
    You also must improve the ability to choose

    2 votes

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  18. Dr. DiLiddo says never loose more than 1/2 your profit on any position. I use the portfolio tab to log my positions. How about letting me know when I have reached that point by keeping track of the maximum ROI that position has attained so I can compare it with the current ROI. Or The maximum stock price attained to the current price.

    2 votes

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  19. In Tax Reports in the VV7 Portfolios tab, you can only show trades for "Entire History" or a specific calendar year. In other countries such as Australia, their tax year is July through June so if they had the ability to select their appropriate tax year the report would be beneficial to them. The calendar feature would assist any request from a user.

    2 votes

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  20. It would be really great to have both Cdn and USA on the same database or at least be able to login on both at the same time so I can monitor both at the same time during the day.
    VV7 is just amazing as I get more familiar with it. I am a very conservative risk averse person so after three years I am slowly gaining confidence. Every month has been an adventure and the evolution of the system and the training is making my ability to subsidize my earning more risk efficient. VV7 has made my retirement exciting…

    2 votes

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