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VectorVest 7

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VectorVest 7

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  1. 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

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  2. Make it possible to keep both US stocks and Canadian stocks in the same portfolio.

    1 vote

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  3. 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

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  4. 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

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  5. Can you add TLTW to the stock list. It is not currently there

    1 vote

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  6. Bug. If you try and slide the Stop Criteria column it duplicates the column.

    1 vote

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  7. 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

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  8. Please show stop value when using Profit Locker and all other stops. Without a stop value, we are trading blind.

    1 vote

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  9. allow exporting all columns of a portfolio to csv. This would be immensely beneficial for performing rebalancing computations.

    1 vote

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  10. 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

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  11. 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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  12. Add to Stop Criteria in Portfolio Trading System Genius the ability to create a Custom Field

    1 vote

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  13. Change the current Diversification Graph so that the largest percentages are side by side.

    1 vote

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  14. Currently, the only data that can be imported using a CSV file into VV is to Watchlist. I would like to be able to import CSV data into Portfolio Manager, that has been originally exported from Vector Vest (Date and Time stamp, Details of the purchase, and historical pricing associated with the trade) into Portfolio Manager. If it can be exported, there should be some easy way to import it.

    Bob Turnbull, Burlington, Ontario

    5 votes

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  15. Please include Using Moving averages cross overs as stop losses in the Genius!

    2 votes

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  16. My Portfolio Mini Graph spans 10 years, it would be very useful to be able to zoom into a specific time period to verify account performance, much like a stock graph. Can that be an improvement request please?

    1 vote

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  17. Add vst column to portfolio pages please.

    1 vote

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  18. 1 vote

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  19. When manually entering transactions in portfolios, allow for the selection of lots when entering a sale, not automatically use the FIFO method. FIFO method can cause a problem with reflected cost basis on remaining shares if the first purchase or lot is not the lot that was sold.

    1 vote

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  20. In the Successful Investor Course, we learn to set a "Line in the Sand" -- a constant value which is given to the broker as a Stop-Market order. Under some conditions, we manually adjust the stop upward. I don't see a way in the Portfolio to set a constant value for a stop. Because I am trying to follow the Successful Investor system, this is a problem for me.

    1 vote

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