420 results found
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6 votes
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Cash Positions on Portfolio Graphs
Include (optionally) cash positions when graphing portfolio positions
6 votes -
Add columns in Portfolio Information display to show total dividends and total option premiums rcvd.
6 votes -
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 -
Create a one click YTD view when in Portfolio Performance review, so you can see each portfolios YTD Return
Create a one click YTD view when in Portfolio Performance review, so you can see each portfolios YTD Return
5 votes -
Tracking Options Gain/Loss in Portfolios
Since "Manage Portfolio" allows entering Premium received for selling calls and puts, can you add ability to enter costs for buying and selling Calls and Puts? I want to track my Profit and Loss of my Option Transactions.
5 votes -
in stop criteria allow more flexibility to build your own stop criteria, like price > 5-day SMA
in stop criteria allow more flexibility to build your own stop criteria, like price > 5-day SMA
5 votes -
Portfolios should include performance for the year and not only since inception
Portfolios should include performance for the year and not only since inception
5 votes -
5 votes
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Add the ability to change the date range on the Portfolio MiniGraph to year-to-date or 1 year,not just EOD or Intraday
Add the ability to change the date range on the Portfolio MiniGraph to year-to-date or 1 year, not just EOD or Intraday. My graph allows me to see about 5 years of performance (too much) or just 1 day (not enough). I suggest the graph time-span be customizable.
5 votes -
Manage portfolio - Add Dividend Payment for Australia
The add dividend box and report needs to be updated for Australian dividends.
Australia Share statements have the following information on a share dividend statement:No of shares:
Dividend Rate per share:
Unfranked amount:
Franked amount:
Franking credit:The add dividend box should include this information.
5 votes -
Import stock symbols from CSV file into a new portfolio
I use another technical charting tool that allows exporting to a CSV. Based solely on standard technical analysis, it would be nice to be able to bring a CSV file into a new profile and refine the list of potentials using Vector Vest filters
5 votes -
5 votes
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Fractional Shares
Allow us to add fractional shares to a portfolio, especially given the DRIP watch list. If you do setup DRIP instructions on a share purchase fractional shares are the outcome. I'd like my VV portfolio to match my brokerage account
5 votes -
Alerts based on dollar figure.
In the Portfolio Automation, it would be nice to be able to set an "Alert", based on a dollar figure rather then a percentage or trailing stop or ratchet stop. I would like to get an alert when stock I owned got to a certain dollar value or price.
5 votes -
multiple alert criteria
Ability to set multiple stop or alert criteria such as trailing %, S recommendation and VST less than certain level.
5 votes -
Portfolio Percent Gain/Loss
Currently the text next to the Portfolio Minigraph displays the % Gain/(Loss) and % Gain/(Loss) Today fields as integer values. Please add one or two decimal precision to display a more accurate value. Example, a gain of .49 displays as 0%, a gain of .52 displays as 1%.
5 votes -
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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