432 results found
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VV7 Add Manual Control for Date Setting Start and End
I would like to be able to test over a long period of time a long strategy for up markets and another strategy for down markets using money management criteria then get a total and report. This is possible in VVUS but not in VV7
2 votes -
NEED a single page printout of my portfolio -- including %gain/loss since purchase
I need a printout of the current status of my portfolio -- including % gain or loss since investment. This should be all inclusive on one page (landscape style is OK)
4 votes -
RES has split 3/2.
VV7 has alerted me to sell the stock. VV7 should handle split adjusted prices in real time, not have to wait until the next day.
1 vote -
Add option in portfolio management to deposit/widthraw cash that does not affect the total return
People in reality take money out or deposit money into the portfolio. The current version 6 or 7 will change the Return On Investment (ROI) when adding or taking money from the Initial investment, regardlless of when the transaction was done, resulting in a skewed ROI. There should be an option to add or take money on a specific date so the ROI will be calculated accurately.
6 votes -
4 votes
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1 vote
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Include the company symbol in your alerts, not just” position closed” or” new position”.
Include the company symbol in your alerts, not just” position closed” or” new position”.
2 votes -
"add trade" edit function behave funny when adding trade you made yesterday or today.
I enter ticker, date, nr of shares and basisincluding (as provided by my broker). Instead of adjusting the price per share to reflect the basis and nr of shares properly, leaving the broker commission alone, it messes with the comission. Entering older trades than yesterdays manually works as expected. Since I want to capture the actual basis correctly, I OK the price per share and funny commission your program likes, and now the results in the porfolio look funny. It appears that not all of the data in the resulting portfolio line adds up in this case as well.
1 vote -
Allow Exchange Processing Fee to be entered when I sell a stock I track in my portfolio
I like to track my portfolios to the penny and when entering a sale there is no field to enter the exchange processing fee so I have to add the commission back to the total and divide and even then sometimes can't get the number right without tweaking the commission on odd lots.
3 votes -
allow description notes made on a porfolio be visible when the port. is selected on Portfolio tab
In the EOD version, you can see any description notes made when creating the portfolio if you select a given portfolio...make this available on V7 Realtime...or have it as a option so that those who do not wish it visible or want the screen real estate could disable it...
1 vote -
Add portfolio backup function to Vector Vest.
There is currently no way to backup portfolios. After accidentally erasing my "live" portfolio with a back test, I was surprised to learn there is no way to make a portfolio backup! I was told by VV tech support that VV 7 does not include backup/restore functions.
16 votes -
3 votes
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Portfolio print format
Do not go directly to printer - go to system print preference screen to allow draft and black printing to be selected
2 votes -
1 vote
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3 votes
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Need ability to set different exit strategies within one Portfolio in VV7.
Current software allows only one exit strategy per portfolio forcing us to establish separate portfolios for one ... real time or actual portfolio.
3 votes -
allow the use of custom built fields in the quickfolio
allow the use of custom built fields in the quickfolio as well as several other lists.
1 vote -
use next days open for entry prices into quickfolio
use next days open for entry prices into quickfolio, especially if entered before or after trading hours, similiar to the VV6 portfolio tracker. or perhaps have this as an option.
1 vote -
tax planning problem
Prographics 6.0 allows you to allocate a partial sale ofposition to specific lots purchased over time. vv7 does not. major tax planning problem.
1 vote -
Unable to view portfolios only get a vectovest error message 339
Unable to view portfolios only get a vectovest error message 339
1 vote
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