420 results found
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Portfolio Performance -> Portfolio
I like the new feature "Portfolio Performance" and use it to compare my PaperTrading strategies before using 'the best' for real money transactions. My question: would it be possible to automatically open the actual portfolio by right clicking on the desired line within the list.
3 votes -
Add alert settings for each individual portfolio when using Genius
I have portfolios that I am testing and portfolios where I follow my actual trades. All of them have the genius on. I want to receive alert only on the portfolio where I am actually trading and not on all of them. It will be so much easier to find out when I need to buy and sell ... without checking all the alerts and possibly missing an opportunity to buy/sell on my active portfolios. Thanls
19 votes -
Display intraday or end of day when showing portfolio stops.
In the backtester and portfolios there is a checkbox for intraday stops. When this box is not checked, end-of-day stops are used. For the portfolios, when stops are listed would like to see whether intraday or end-of-day stops are used.
1 vote -
To be able to turn Genius on in more than 10 portfolios at a time.
It would be so helpful if we could turn the Genius on in more than 10 portfolios. 5 out of the existing 10 are used up in the model portfolios. If we could have the option to turn off the 5 Genius in the model porfolios and or/ add more please!! We need to see if our ideas working in real time!!
4 votes -
Profit locker
The profit locker using robotrader at times tell me sell a stock with less than 5% loss when the stop loss is set at 15%. Once it told me to sell and buy same stock after a loss.Is this correct?
3 votes -
Portfolio - add percentage gain under portfolio name on the left column
I'd like to see the percentage gain of my portfolio under or by its name on the portfolio list on the left part of the screen.
In this way when I am watching one portfolio, I can quickly see how the other are doing, instead to click on each one of them.2 votes -
Vary Asset Allocation
Vary Asset Allocation within portfolios. Weight stocks above bonds for example. Currently only equal weighting.
1 vote -
Moving averages Stop Criteria
Is it possible to add moving averages as a stop criteria ..ex 3 & 8 exponential ...daily and weekly stop out .....?
30 votes -
Ability to Edit ACTUAL purchase prices when Genius is enabled
When Genius to flag buys and sells, it uses its own pricing (when that trigger happens), but that is not reality because it is not linked to an actual buy/sell at your broker. Once I actually make those buy/sell I cannot enter the now actual quantity and price into the portfolio without disabling Genius first - I cant do ANY management activity when Genius is active.
4 votes -
Allow maintaining poftfolios with fractional shares
I use Motif Investing as my broker. Motif allows customers to create "portfolios" of up to 30 issues for one commission ($9.95) regardless of how big or small the portfolios are. And they do this showing fractional shares down to the fourth decimal place. Being able to track performance of fractional shares is important to me making the VV Portfolio tab less than as good as it could be. To quote another request here, "I'd like my VV portfolio to match my brokerage account."
3 votes -
Show correct True Stop
True stop value does not show correctly, it shows VV stop value and not the value from trading strategy.
4 votes -
portfolio minigraph keeps reseting to default when I move to other tabs. It will be great if it stays in teh same format I selected.
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 -
Sort portfolios by VST descending by default.
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 -
Need alert for a price target on graphs.
Also need an alert to protect a certain profit, such as 50%, 60%, 70%, etc of each stock in a portfolio. Stop criterias do not permit such action. Thanks
3 votes -
THERE IS A FAULT IN THE SOFTWARE. THE SHARE PRICE DIVIDES BY 1000 WHEN THE PRICE GETS HIGH AND INCORRECTLY CALCULATES THE PORTFOLIO VALUE.
FIX THE PROBLEM PLEASE IT IS AFFECTING THE PORTFOLIO VALUES OF NASPERS AND INBEV IN SOUTH AFRICA. I UNDERSTAND SOME OTHER COUNTRIES HAVE THE SAME PROBLEM. THIS HAS BEEN GOING ON FOR OVER 4 MONTHS NOW!!
3 votes -
In Portfolio; add a percentage column for percentage of each stock in the portfolio
Without having to go to the diversification graph, it would be good to have a column in the portfolio to show what percentage of each stock make up the total portfolio.
3 votes -
Calculate Stop Criteria for Price Column in Portfolio
Give the ability to customers allowing the top criteria they place against a trade or trades the ability to be shown in a Stop column other than just the stocks VV Stop i.e. a Stop Criteria Stop??
example
stock ALR 43.27 VV Stop 40.29My stop ATR(14) 1.5x
stock ALR 43.27 MyStop 41.36 (based upon my selected stop criteria method)Thanks
John3 votes -
Make portfolio cash deposits and withdrawals G/L neutral
Currently, if you add cash to a portfolio, VectorVest calculates the addition as if your portfolio gained that much through trading, and if you withdraw money from a portfolio, VectorVest calculates that as a loss. Depositing and withdrawing money to or from a trading account are activities that investors do on a regular basis. Such transactions should not affect the G/L%.
The workaround for this calculating error is to modify the opening deposit. Modifying the opening deposit does reduce the effect of this miscalculation, but it also slightly reduces the G/L percentages since the gains and losses will be calculated…16 votes -
Place the "Upcoming Dividend Dates" option back among the Portfolio shortcut menu selections
In the previous version of VectorVest you could highlight the stocks in your Portfolio(s) and right click to get a shortcut menu. On that shortcut menu you could select "Upcoming Dividend Dates" to get a listing of ex-dividend and dividend payout dates for the stocks in your portfolio.
In VectorVest 7 the "Upcoming Dividend Dates" option is not in the available selections on the shortcut menu - so you have to have and maintain a separate watchlist containing the stocks in your portfolio(s) to get this information because the option IS available in the watchlist shortcut menu but IS NOT…
2 votes -
Add weekly trading to portfolio
I run a weekly search but the portfolio only allows daily alerts. In the daily mode, the timing system may request a sell and buy a new stock while in the weekly mode it may hold on the the stock. Right now I cannot use and set up the portfolio and have to rely on running the backup test.
Many thanks for a wonderful system.2 votes
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