432 results found
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marker/vertical line or other feature when graphing of the buy in date(s) - Leigh Sargent
In portfolios it would be nice to have a marker/vertical line or other feature when graphing of the buy in date(s) and number of shares for multiple buy ins. You would have partial sell dates to consider but this is simple math on FIFO, LILO or average. Something like you have when landing on a candle stick and shows the High and low for the day etc. One of your teachings is NEVER GIVE BACK MORE THAN HALF YOU HAVE GAINED! It would be nice when you land on the buy line that it gives you the price you bought…
1 vote -
1 vote
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delisted
If a stock is delisted, close the position according to the delisted price. As it is now, I have to manually close the position if I can find it.
1 vote -
Portfolios Updates
Your portfolio manager remains as is except the addition of a notes window tied to each trade where I can put in the reason(s) why I chose that trade.
When I sell a trade it goes to a subfile of that portfolio. If I bring this window up it shows the following:
The window is similar to the portfolio with all the stocks that I have sold in that portfolio listed by date or by choice of clicking on each field header that have now. This would be in the lower part of the window. It will show the gain…1 vote -
Portfolio Summary Report: Add and change fields for clarity.
See the uploaded image, regarding the "Portfolio Summary" report used in Portfolios & in RoboTrader. This allows a much better analysis if it shows the % Winners and % Losers with the Average Dollar Gain for each. You can then make it simpler by deleting lines and columns and adding two lines as illustrated.
4 votes -
In the real world cash can be added to or taken from a portfolio. Why not in Vectorvest
Catchup to the real world and allow cash to be added to or taken from portfolios.
1 vote -
Moving averages as buy and sell
buy and sell on moving average timing signnals ...able to work with autotimer ie...buy on data crossing 40 wk ma, sell on crossing 10 ma
z
1 vote -
1 vote
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Stock Advisory in Portfolio Summary needs to add Buy, Hold or Sell on individual holdings. You can see BHS in a Watchlist.
Stock Advisory in Portfolio Summary needs to add Buy, Hold or Sell on individual holdings. You can see BHS in a Watchlist.
1 vote -
More carrier options for alerts
Please add more carriers for alerts for CA customers. SMS alerts for portfolio orders. Limited amount of carriers. CA cst unable to get alerts if buying US stocks.
1 vote -
US stock symbols in a Canadian portfolio.
Make it possible to keep both US stocks and Canadian stocks in the same portfolio.
1 vote -
Portfolio tab indicating that it's a paper trade
A customer asked if the portfolio tab can have an indicator or feature illustrating that it's only a paper trade & not a real trade. Customer linked brokerage to VV (TradeNow), and was under the impression the trades happening in the "My portfolios" area were actually happening to the linked brokerage.
1 vote -
Add Stock Graph Tool Time Filters to Portfolio Tracking Chart
I track several of my investment styles as portfolios manually to track my performance over time. As I've been tracking some methods for a few years now, the Portfolio charts are getting long on the X-Axis and the end user can't adjust based on a shorter time period to see different subsets of time for the portfolio.
Is it possible to add time filters to your Portfolio Tracking Chart like you have on the Stock Graph tool to be able to allow us to select 1M, 3M, 6M, 1Y, 5Y, and 10Y for the portfolio?
1 vote -
Add TLTW to the stock list. It is not
Can you add TLTW to the stock list. It is not currently there
1 vote -
Bug. Stop Criteria Column
Bug. If you try and slide the Stop Criteria column it duplicates the column.
1 vote -
portfolio
Bug Fix. If sliding the Stop Criteria column to the left it duplicates the column instead of moving it. Works in BackTester correctly. Column position should be sticky as well.
1 vote -
Showing Stop Value
Please show stop value when using Profit Locker and all other stops. Without a stop value, we are trading blind.
1 vote -
portfolio export
allow exporting all columns of a portfolio to csv. This would be immensely beneficial for performing rebalancing computations.
1 vote -
Enable Spectrum communication as an option for text msg. in the alerts tab so when using Portfolio tab I can get alerts. I
I switched cell service from Verizon to Spectrum parent company is (Charter Communications) I believe. They are not an option when setting up my alerts for portfolios So i can no longer get Portfolio alerts . Its part of your software and i can't use it to get my text alerts. Unless there is a work around. Please advise. thanks Dave Decker davidadecker@gmail.com
1 vote -
Portfolio tab identifier for which brokerage account
In Portfolios tab, let me put a symbol on each stock position to tell which brokerage account it is in. This id or identifier could be a colored dot or a number or letter in the Company Name field or in the Purchase Date field. It could even have a field of its own. Another way would be to color code the text in the company name field.
1 vote
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