4562 results found
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2 votes
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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 -
Backtester and Genius need to have an option to protect profits. For example, say the criteria is 50% profit & 10% loss and you have unrea
Backtester and Genius need to have an option to protect profits.
For example, say the criteria is 50% profit & 10% loss and you have unrealized 40% profit. There should be an automatic method to trigger a sale to protect the profits before incurring 10% loss during a downturn. Perhaps a option to sell when 50% of the gain is lost or a trigger based on Moving Average Stop.
I discussed in Tampa with Dr DiLiddo and he agreed this should be an option.
2 votes -
Could an "Acid Test" 50/150 day EMA search be created in Unisearch?
Dr. DiLiddo discusses his acid test (50/150) EMA for deciding to buy a stock after it has dropped; I cannot find a Unisearch tool using those parameters. Unless I am overlooking it, could you consider adding that search. Thanks. John Elliott
2 votes -
Display "Trailing Stop" price in VV7 portfolios & have column heading in Layout available like VV6
In VV6 Portfolios there is the ability to add the column "Trailing Stop" which shows the dollar amount. Can we add this feature to VV7 portfolios as well?
3 votes -
5 votes
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My current account makes me wait until the funds have cleared from a sale. Can this be added to backtester?
My current account makes me wait until the funds have cleared from a sale. Can this be added to backtester? It usually takes 5 business days for the funds to settle. It could have a range if someone wanted to use this as an option.
1 vote -
Option Expiry Date for Indian Stocks
Option Analyser takes expiry calaculations on the basis of US futures expiry which is not same as Indian stock futures expiry. It is last thursday of every month. Lot of calculations change due to that. Please recitiy the same. Thanks.
1 vote -
1 vote
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The word "recommendation"
UK Regulators require that only a licenced individual can give a "recommendation". At user group meetings, no licenced individual is present.
To comply with Law , change the word "Recommendation" to "Rating" and "REC" to "RAT" throughout the program.
1 vote -
Make Backtest sell at end of test period
Currently Backtest does not sell at end of test period - always uses current day close price info for the end date - not next day's open, if checked. Also, does not account for the broker charge on the final sell of the stock.
19 votes -
Make it possible to place orders in portfolio to coincide with Daily strategy advice: "Prudent Investors should only buy stocks long if the
I use the VV Portfolio Tracker to test different kinds of portfolios. Each day VV gives me advice under the VV Strategy session. Tonight it was "Prudent Investors should only buy stocks long if the market is rising." It would be nice if I could give the Portfolio buying directions such as "Buy the following @ 10 am if market is rising." That way I could follow the advice of the VV Strategy session and get full value for the money I'm paying. Is that difficult to do?
1 vote -
Allow search for new 52-Week High
Currently in Unisearch we can perform search for new Hgih. I think it would be useful to be able to search for near 52-week hgihs as well seen as many stocks are off their all time high in the current market.
8 votes -
Log setting is not retained
Although log is checked in graph settings charts come up as arithmetic and when log button is selected on a chart the setting is not retained after the chart has been viewed a few times.
This is an irritating bug.
1 vote -
Custom Field Builder to allow day specific parameters
When building custom field, allow day specific parameters (such as price, volume) to be used in the formula. Example: UniSearch 'Small Fry', ability to define a custom field based on current-actual-price divided by original-date/time-price. The original-date/time-price is an existing field in the displayed result already.
1 vote -
1 vote
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Unisearch fields for Industry & Sector
a) Allow for custom fields based on industry and sector parameters.
b) Allow sorting based on the industry and sector parameters3 votes -
Allow user custom fields to be displayed in a Portfolio
Right now Custom Fields cannot be added to the Portfolio Layout. Please allow that capability.
4 votes -
All Time High / Low Fields
create custom value for all time high / lows
2 votes -
The function 'annualised return per share' needs adding to the portfolio section.
Buying individual shares during the year it is difficult to see the comparable return per share. By annualising the return per share you can compare performance at a glance. The data for this formula is already there eg
(Current Price/Bought Price times 100) times (number of days share held/365)3 votes
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