VectorVest 7

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VectorVest 7

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

    1 vote

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  2. 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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  3. Add vst column to portfolio pages please.

    1 vote

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  4. 1 vote

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  5. 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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  6. 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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  7. 1 vote

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  8. Please add Comcast mobile for texting updates for the portfolios. There is no op

    1 vote

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

    1 vote

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  10. 1 vote

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  11. In a portfolio add the ability to graph an individual stock’s GAIN and ROI. This would allow one to visually see how their investment is performing over time.

    1 vote

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  12. RoboTrader's ability to provide recommendations that you then "accept" is very convenient. You can also reject a stock suggestion (e.g., GameStop). With the Genius on in Portfolios it will automatically "sell" a stock and then "buy" another.

    Also - should allow more decimals in stock price in portfolios like in RoboTrader.

    1 vote

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  13. In Portfolio view we are able to add stock purchases with fractional shares. This is great, as many brokers allow us to purchase factional shares. As shown in file "1", VV allows us to add 7 decimal places. So far so good. However, when I view my purchases in the Portfolio (file "2"), VV rounds the shares up to the nearest whole number for the amount of shares owned (the cost basis is computed corrected). Suggestion #1 is to revise the Portfolio view to show how many shares we really own and NOT round the number of shares…

    1 vote

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  14. Make it possible to split a dividend payment into cash and DRIP components so the number of shares held in the portfolio and the buying power are reflected correctly once entered.

    This can be done now by adding the total dividend in cash and then purchasing the number of shares at the DRIP value, but it would be terrific if it could be done in one window.

    1 vote

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  15. Make it possible to split a dividend payment into cash and DRIP components so the number of shares held in the portfolio and the buying power are reflected correctly once entered.

    This can be done now by adding the total dividend in cash and then purchasing the number of shares at the DRIP value, but it would be terrific if it could be done in one window.

    1 vote

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  16. Stop criteria should be more realistic and allow users to select Gain% threshold level. Stop levels cannot not react fast enough to volatile markets price changes. Some of us learned that the hard way.

    1 vote

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  17. Create new model portfolios based on trading strategies and types: conservative, prudent, aggressive, dividends, etc.

    2 votes

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  18. I have hundreds of saved portfolios - I want to be able to search by a word in the title.

    1 vote

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  19. 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

    2 votes

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  20. Cannot create a portfolio with a 0.00 commission.

    2 votes

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