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VectorVest 7

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VectorVest 7

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  1. Some of my portfolios are not trading according to the timing signal nor the system instructions. I have 2 stocks currently still being held in my portfolio when DEW down says to go to cash. This is a critical issue for those of us who want to paper trade a system before placing real money into it!!!

    1 vote

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  2. 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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    1 comment  ·  Portfolios  ·  Admin →
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  3. Posting a negative number in the "Portfolio Management" tab. Not all option trades are winners. If I have a covered call and it goes ITM but I want to keep the stock I cannot post this loss on the option trade premium.

    1 vote

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  4. Please change the Porfolio so we can see the stop prices with Profit Locker with end of day data so we can enter stop prices with our broker

    1 vote

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  5. 1 vote

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  6. Manage Portfolio. would love to have another option! "Reinvest dividend" Shouldn't be too difficult...We have put a man on the MOON!

    1 vote

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  7. User-defined stop values need to be 1) a parameter in the Graph Control Panel 2) a column in the Portfolios Holdings layout and 3) ideally, an ongoing line graph in portfolio-generated graphs (just like the VV stop line). VectorVest talks mightily to us about managing per our stops. Yet VV doesn't give us our stops to monitor ANYWHERE, unless we buy the ProfitLocker Pro module. This is unconscionable, and definitely not customer-centric. We can't manage without our stops visible to monitor. And no one should have to pay up to get that. Period.

    1 vote

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  8. It would be good to move the stocks listed within a given portfolio up and down. A user might want to rank order stocks being considered; say most desirable on top and less desirable below.

    1 vote

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  9. Re portfolios users create, it would be helpful to have a field for users' notes (like, buy once it crosses resistance at $xx.xx) . This type of note-to-oneself could also be accomplished by a post-it note feature.

    1 vote

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  10. Each portfolio should have an associated "share" price based on an arbitrary NAV for each "share" when portfolio is created. Adding or removing cash from portfolio then simply buys/sells portfolio "shares". This means that portfolio performance does not change (charts especially) when you add/remove money. %up/down is based on portfolio "share" price inc/dec from initial NAV at portfolio setup time.

    Just like ETFs measure performance.

    This would also means you should add a "performance view" to the portfolio chart for the following:

    YTD
    Since inception
    Since any manually input start date and end date.

    This was used by the Motley…

    1 vote

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  11. There are 3 parts to this suggestion. I go into each one in detail in the attachment, but basically there are three broad suggestions:

    1. Revamp the daily email, which is basically a regurgitation of the prior day's activity log. It is currently a mess, far more data than needed, inconsistently presented, and oftentimes redundant. All that makes it far less useful than it could be. Bottom line: state only the last “stop criteria met” of the day for each position, and eliminate all of the “Stop Criteria…enabled” alerts for each position.
    2. Revamp the Activity Log of the Genius itself, so…
    1 vote

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  12. List Transaction date/time as a field to choose and sort on in portfolio > layout. That way one could sort by intraday time to look at duration of trade for day trading etc. Only giving trade date is limiting as the timestamp is an important value for traders for many reasons. It should be easy to do as the data point is stored with the trade.

    Under Portfolio > reports >

    Transaction log does list "Trade Date" as mm/dd/yyy hh:mm xM format so time is recorded somewhere. While T log is open cannot return to VV program. Cannot cut/paste or…

    1 vote

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  13. I would like to receive email alerts on some portfolios that have the genius turned on but not on all of them. Right now we receive email notifications on all portfolios that have the genius turned on. Would be nice to differentiate which portfolios we want to have notifications and which ones we do not. The latter would be portfolios that we are just following but not trading.

    3 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.

    3 votes

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  15. Stop showing Stop Criteria Enabled status for each and every position every time the Genius is turned off and back on again. Only show a status when a Stop Criteria has actually been CHANGED for a position. Otherwise, the log - and especially the daily email summary - gets so busy that more important changes are in danger of getting buried in the chaff.

    1 vote

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  16. 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

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  17. 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

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  18. Create a one click YTD view when in Portfolio Performance review, so you can see each portfolios YTD Return

    4 votes

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  19. Provide the ability to import trade history for a stock into a VectorVest portfolio. Manually entering a long history is difficult. Import trade history from Quicken would be nice.

    1 vote

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  20. I can create a technical search to buy stocks as part of a Genius Strategy but I cannot use a technical search to sell a portfolio stock with the Genius.

    We should be able to sell a stock based on technical parameters rather than just Gain/Loss parameters

    1 vote

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