434 results found
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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 -
add autotester with the ability to test midnight cowboy type scenarios
One that thing that I really miss is the ability to backtest a Midnight Cowboy type scenario by opening a set of positions, trading for a period until there is a down signal, close out all positions, and then opening new positions later when there is an up signal. This ability currently exists in VV US and Prographics. For those of us who have autotester, it can be done semiautomatically.
2 votes -
1 vote
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fix a bug in the Portfolio manager
In portfolio manager, when trying to sell long, I choose my stock from the drop down list, but when I hit OK, or apply it gives a warning that I cannot sell it as I don't currently own it.
1 vote -
Provide a Portfolio summary table showing performance data for all portfolios at a glance.
The table would list all portfolios in a format similar to the stock viewers. This would provide a performance summary in an easy to interpret format. This would be faster and easier method than having to manually sequence through each portfolio.
5 votes -
In the portfolio you show the days percent gain,i would like to see the days dollar gain,
I would like to see the days dollar gain.
5 votes -
5 votes
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allow copying of tranactions data from one portfolio into another portfolio
I would like to create different portfolios for various searchs and strategys, but also a larger portfolio that contains the results of several searchs/strategys for a more overall look and tracking? This would be easy if the copying of transaction data from one portfolio into another. Thus combining several strategys into the larger one. or vice-versa by coping selected position or tranactions into a new portfolio.
Without this ability, if is much more difficult as you have to enter all the data twice.2 votes -
Custom stop criteria for sending alerts based on MA crossovers
Ability to create custom stop criteria for sending alerts based on MA crossovers
7 votes -
Add a report that wouldallow you to combine several portfolios in vv7.(easy diversification analysis
2 votes -
Add Portfolio Graph Options - YTD and CUSTOM in addition to EOD and Intraday
I'd like to have the ability to see my portfolio performance on a custom time period as well as YTD. If you track a portfolio for several years, you want to see how you are doing in the current year or maybe current quarter.
5 votes -
In portfolio report (V V 7) if you can put calender for two dates for the reporting period
Allow user to define two dates in portfolio reporting to select performance of the portfolio
4 votes -
12 votes
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2 votes
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Add ratchet stop to graphs for portfolio by using purchase date
It would be useful to see the ratchet stop plotted on the graphs when using the portfolios. The purchase date could define the start of the ratchet. The ratchet stop should also overlay the price graph and not be a separate graph.
2 votes -
3 votes
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add compound annual rate of return to Portfolio Summary
As Vv 6.0 in the portfolio summary add the Techical Analysis section.
15 votes -
Portfolio allowing Stop management from a previous starting date
In the VectorVest 6 platform you can create Portfolios which start back in time having your selected stop management criteria put in before you open any positions. The VectorVest 7 platform however has no ability to do this. It would be advantegous for old VV 6 users who are now using the VV 7 platform using Portfolios to have the same template as previously.
3 votes -
Add The Capability to Back-Tests Watch-lists and Portfolios
As a VV7 user I would like to be able to back-test VV provided and self created watch-list and portfolio so I can conduct more refine research and strategy creation
1 vote
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