428 results found
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Portfolio Mini Graph - zoom into a specific time period capability.
My Portfolio Mini Graph spans 10 years, it would be very useful to be able to zoom into a specific time period to verify account performance, much like a stock graph. Can that be an improvement request please?
1 vote -
Add vst column to portfolio pages please.
Add vst column to portfolio pages please.
1 vote -
1 vote
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Allow for lot selection when manually entering trades
When manually entering transactions in portfolios, allow for the selection of lots when entering a sale, not automatically use the FIFO method. FIFO method can cause a problem with reflected cost basis on remaining shares if the first purchase or lot is not the lot that was sold.
1 vote -
Line In The Sand Stop
In the Successful Investor Course, we learn to set a "Line in the Sand" -- a constant value which is given to the broker as a Stop-Market order. Under some conditions, we manually adjust the stop upward. I don't see a way in the Portfolio to set a constant value for a stop. Because I am trying to follow the Successful Investor system, this is a problem for me.
1 vote -
1 vote
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Please add Comcast mobile for texting updates for the portfolios. There is no op
Please add Comcast mobile for texting updates for the portfolios. There is no op
1 vote -
Model Portfolios
Create new model portfolios based on trading strategies and types: conservative, prudent, aggressive, dividends, etc.
2 votes -
1 vote
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n a portfolio add the ability to graph an individual stock’s GAIN and ROI. This would allow one to visually see how their investment is perf
In a portfolio add the ability to graph an individual stock’s GAIN and ROI. This would allow one to visually see how their investment is performing over time.
1 vote -
Add "Recommend & Accept" function from RoboTrader to portfolios"
RoboTrader's ability to provide recommendations that you then "accept" is very convenient. You can also reject a stock suggestion (e.g., GameStop). With the Genius on in Portfolios it will automatically "sell" a stock and then "buy" another.
Also - should allow more decimals in stock price in portfolios like in RoboTrader.
1 vote -
Correct Decimal Places in Portfolio View
In Portfolio view we are able to add stock purchases with fractional shares. This is great, as many brokers allow us to purchase factional shares. As shown in file "1", VV allows us to add 7 decimal places. So far so good. However, when I view my purchases in the Portfolio (file "2"), VV rounds the shares up to the nearest whole number for the amount of shares owned (the cost basis is computed corrected). Suggestion #1 is to revise the Portfolio view to show how many shares we really own and NOT round the number of shares…
1 vote -
Allow Zero Commissions
Cannot create a portfolio with a 0.00 commission.
2 votes -
Allow Zero Commissions
Cannot create a portfolio with a 0.00 commission.
2 votes -
DRIP entry into portfolio
Make it possible to split a dividend payment into cash and DRIP components so the number of shares held in the portfolio and the buying power are reflected correctly once entered.
This can be done now by adding the total dividend in cash and then purchasing the number of shares at the DRIP value, but it would be terrific if it could be done in one window.
1 vote -
DRIP entry into portfolio
Make it possible to split a dividend payment into cash and DRIP components so the number of shares held in the portfolio and the buying power are reflected correctly once entered.
This can be done now by adding the total dividend in cash and then purchasing the number of shares at the DRIP value, but it would be terrific if it could be done in one window.
1 vote -
We need a Gain% stop level Criteria.
Stop criteria should be more realistic and allow users to select Gain% threshold level. Stop levels cannot not react fast enough to volatile markets price changes. Some of us learned that the hard way.
1 vote -
Portfolio Re-balancing
Portfolio Re-balancing can be an important aspect of portfolio management for longer term portfolios. Provide a portfolio re-balancing tool that will automatically generate transactions to adjust the portfolio to percentages defined by the user for each security.
4 votes -
More Robust options for portfolio export
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
3 votes -
Create a Search for a word in title of My Portfolio
I have hundreds of saved portfolios - I want to be able to search by a word in the title.
1 vote
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