4560 results found
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Choosing which open parcels to sell in portfolio tracker
Does your portfolio module allow the user to choose which open position(s) are to be sold?
Currently it seems that rules average out the entry price of all open positions and then force earliest parcels to be sold first. This may not be what the user is doing.
The portfolio summary report then tries to give the user feedback on winning/losing trades and then a further breakdown on open/closed positions. The summary data provided is misleading because of the rules that have already averaged out the positions and forced earliest parcels to be sold first. It tells you there have…
1 vote -
Vectorvest Portfolios - Have the ability to hide some of the Vectorvest portfolios instead of all of them
Have the ability to hide some of the Vectorvest portfolios instead of all of them. I do not care to see all of the RTC portfolios evey time I go to the portfolios section but I want to see the RTC - S&P500 Stop Asc/index ETFs-contra portfolio to track its YTD performnce. Currently it is all or nothing.
2 votes -
Post new portfolios. Take last years great portfolios and start them at 1/3/2013 and not at 1/6/2012.
Very simple... Take your last years portfolios and change the starting date to 1/3/2013
1 vote -
Let's Have Historical Performance Information For The Individual Stocks, ETFs, etc
It would be great to be able to see/sort each stock/ETF, etc for historical performance - YTD,MTD, 1yr,3yr,5yr, custom dates, etc
2 votes -
Bid and Ask visible on Real Time Charts
It would be very helpful if we could see Bid and Ask on the Real Time charts so we can use VV charting instead of our brokers charts
3 votes -
I would like to see a Vector Vest feature where users can post backtest ideas and or strategies. This would be useful for discussion at use
I would like to see a Vector Vest feature where users can post backtest ideas and or strategies. This would be useful for discussion at user group meetings. Users can prepare the month before the meeting and show the users attending their ideas without loging into their own personal accounts.
A user could create a backtest and copy it to a separate Vector Vest website created for a user group by Vector Vest or a general common website for all users to see.1 vote -
Ability to email Reports
Ability to be able to email the various reports from reports dropdown.in the Portfolio manager. Right now you can only print each of these reports.
1 vote -
Allow multiple Dividend Payments to be added at once
Fix Manage Portfolio>Add Divident Payment so that it operates the same way as Add Trade.
When I get my statement at the end of the month it always has a half a dozen divident payments on it. It is very cumbersome to have to do this process with every one.
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OK
Manage Portfolios>Add Dividend Payment>Fix date to Last Month>OKPlease make…
4 votes -
2 votes
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Add Net Asset Value (NAV) to the Unisearch layout to better evaluate the new MPD search. new
Add Net Asset Value (NAV) to the Unisearch layout to better evaluate the new MPD search.
1 vote -
Webinars: 1/11/13. Make it easier to join a webinar. My attempts ended with messages that I did not have a license and also to contact the
Please make it easier to join a webinar. I was preregistered and was denied entry. 1. no license. 2. Contact vendor.
1 vote -
Hello, Just wondering is there a way to set up the portfolio to track the ARR and CROR? Thanks.
Hello,
Just wondering is there a way to set up the portfolio to track the ARR and CROR?
Thanks.
4 votes -
Need a Parabolic SAR and Money Flow tool. Great for stocks and options.
Need a Parabolic SAR and Money Flow tool, too. Great for stocks and options.
14 votes -
stop Criteria
I suggest to add a new stop to the backtester : a comination of X% gain and y% trailing loss stop( as opposed to regular loss) , to be triggered based on whichever incurs first.
2 votes -
Provide an RV/RT timing indicator
Analogous to the 10/15 RT timing tool, I would suggest to do this for a 10/15 MA tiing tool , based on RV/RT.
1 vote -
It would be nice if while viewing a graph with the lines etc If I could just hit the left or right arrow key to move one day back or forward
While analyzing a graph, (with vertical and horizontal lines that move with the mouse......it would be VERY NICE if I could tap the left or right arrow to move back one day, or forward one day.
2 votes -
Add limit limit, stop and stop limit orders as found in Scottrade.
The idea is to give us the same tools as found in on-line trading services like Scottrade.
1 vote -
Fibonacci Tools
Customize your Fibonacci tool to include prices and be able to put your own custom parameters also include extensions for price targets..Much like Dynamic trader and Think or Swim
9 votes -
V V printing capabilities suck. I have sent many emails over the last 10 years, but you folks never respond because you don't get it.
Your printing capabilities suck. I've sent you many emails over the years, suggesting OBVIOUS improvements to printing flexibility, but no one responds and nothing happens. Your data is OK, but would be SO MUCH better if users had more control over print formatting choices. But Bart is clueless when it comes to user needs,and changes would cost him a few bucks, so he be asleep. Or arrogant. Or both.
1 vote -
How do we deal with cash into a portfolio every month?
I have a full portfolio of stocks, with equal dollar value at purchase. if I add a fixed amount of cash to this account on a monthly basis, how should I account for this cash?
1 vote
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