428 results found
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Allow user-designated choice to calculate stop values based on 1) intraday highs or 2) end of day highs.
Currently stop values are calculated off intraday highs, which is more useful to day traders than longer term traders, and creates distorted stops for the latter. More Settings tab on the Automation Rules screen would be a good place to put it.
1 vote -
My Portfolios can be improved by including the same graphics and analysis as with Trading System Viewer
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 -
max drawdown
I would like to see the maximum drawdown that my trading system has had somewhere (maybe on the graph under the displayed gain or loss for the system). Then I can compare to the drawdown that I had gotten for the trading system in the backtester. This would be great if done for "Robo Trader" also
1 vote -
calmar ratio
put a column in the results page for the calmar ratio
1 vote -
on the top summary line add the number of stocks held
This is so that at a quick glance you can see if your portfolio is full.
Example 4/10 i.e. 4 stocks held out of 10 stocks when the portfolio is full.
1 vote -
Return Portfolio versus individual portfolio do not match.
Return Portfolio versus individual portfolio do not match. See attached document. As an example portfolios "Short start ...".
1 vote -
No Alerts for Rules (Down) "Go To Cash" Setting - Need Alerts
We get alerts to buy and sell individual stocks based on our portfolio genius' market timing rules as we set it. I haven't had issues with that.
One of the useful rules we can set is for the portfolio to "Go to Cash" on Rules (Down). However, it appears we don't get any alerts for this rule and it functions no differently from the "No Action" setting - meaning alerts are only given when the individual stocks hit their stop loss prices.
I think it's a very important alert to provide and "Go to Cash" vs "No Action" are sufficiently…
1 vote -
Keep the same layout when switching from one portfolio to another
When switching from one portfolio to another, you currently have to click on whatever layout you want. Once I pick the first layout, I would like the same layout to carryover to the next portfolio by default rather than having me click to choose my layout.
I'm often adjusting my profit locker pro stop price on the profitlocker pro graph and switching to the next portfolio to check the same thing. I have a profit locker layout and I'd like to not have to click it every time I switch to looking at a different portfolio.
1 vote -
Editing portfolio description
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 -
Portfolios do not trade according to timing signal
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 -
Enter 4 decimal points in transaction log edit.
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 -
Negative entries in "Portfolio Management"
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 -
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
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 -
Track portfolio value the same way as an ETF/MF...using a "share" NAV price
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…
2 votes -
1 vote
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Manage Portfolio. would love to have another option! "Reinvest dividend" Shouldn't be too difficult...We have put a man on the MOON!
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 -
For ALL levels of VectorVest subscribers, add user-generated stop values to graphs and portfolio holdings layout.
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 -
moving lines of data in portfolios
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 -
New portfolio fleld
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 -
Revamp the portfoilio/Genius alerts to be more streamlined and informative. Right now it’s a repetitive jumbled mess.
There are 3 parts to this suggestion. I go into each one in detail in the attachment, but basically there are three broad suggestions:
- 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.
- Revamp the Activity Log of the Genius itself, so…
1 vote
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