4550 results found
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Upload portfolios via excel or text file
I manage several equity models across several hundred portfolios. Additionally, some clients have favored holdings outside the scope of our research. Added together there are over 300 names. I would like to take a list of tickers and share amounts from our portfolio accounting system in .csv or other format, and upload that list directly into the "Portfolios" module of VV7. That way I could get alerts for breaches of stop prices for our entire range of responsibilities. Keyboarding this stuff is a little nuts.
1 vote -
I would like to suggest adding two columns to the stock viewer: 1. Dividend Freq. 2. Dividend Ex-Date
I would like to suggest adding two columns to the stock viewer:
1. Dividend Freq.
2. Dividend Ex-Date1 vote -
make it easier to get to my account so I can view my receipts.
make it easier to get to my account so i can view my receipts.
1 vote -
incremental share in "shares" column in porfolios
I have dividend re investment active in my trader platform in Interactive Brokers. As of 4/1, IB will be allowing those investments to buy incremental shares of stocks. Our portfolios in VV will not allow listing of incremental shares in our portfolio displays. This is going to cause major problems with precise tracking of our portfolios. It would seem that this would require only a format change to the "Shares" column in the portfolio portion of VV, so that one decimal can be used after the share #. Please consider this soon, as this is going to cause major issues…
1 vote -
Add Average win per trade, average loss per trade and resulting profit factor.
Example: If the average win per trade is $300 and the average loss per trade is $100 then the profit factor is 3 ($300/$100).
Knowing that info helps us evaluate the value of each strategy.
1 vote -
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 -
Graph
when charting, to move from 1 instrument to another, one has to point the mouse to the arrow down on the screen to take you to the next instrument.
TC 2000 uses the space bar or the arrow down bar to go from 1 to the next graph. this is much easier to use1 vote -
Provide Comparisons to Indexes and Stocks
You provided a comparison to Indexes and Stocks, but it is only by adding stocks manually through the Graph > Performance option. This is basically useless as each stock needs to be written down from a UniSearch and then re-entered manually in the Graph > Performance option. Provide the option to access the Graph > Performance option from the UniSearch, Portfolio, and all other Graph > All, Selection options. It is nice to see an upward left to right graph trend, but it is much nicer to see how it performs compared to say the S&P500. This is basic functionality…
1 vote -
exchange back test settings
Export / Import a back test. Right now, a user has to post summary page 3 or in some other way communicate the back test settings so other users can duplicate the results. Having a file that users could share would be much more efficient.
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 -
Trading System Viewer
VV use to have a category in the Trading System Viewer entitled YTD (year to date) and I could then track the percentage gain or loss on a day to day basis. The way it is now with 1 month %, 3 month %, and 1 year gain or loss it is impossible to do it on a day to day basis. Could add a YTD category?
1 vote -
Options Pro Doesn't save sessions from desktop to laptop
When using options pro on the desktop and saving settings, when opening up last sessions on a laptop, it doesn't save the settings. Customer are having to re add the settings manually to a different device.
2 votes -
Add the CCI to Technical analysis
Add the CCI to Technical Analysis
2 votes -
1 vote
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BANK
CANADIAN ETF
1 vote -
intraday stop
The application settings backtester option unchecked Simulate Intraday Stops does not work. When building a new back test the Simulate Intraday Stops is checked.
1 vote -
1 vote
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Timing Rules Defined
The only place to get a written definition for the various market timing rules (that I could find) is hidden behind the Portfolios tab.... PortfolioS>My Portfolio>Edit>Build a Custom Trading System>And finally to a screen that explains market timing. Should this not be front and center on the Home Page so that everyone knows what each of the systems are. I had someone from Support send me a cheat sheet (attached) showing all of the various timing signal rules. This was very helpful and should be posted on the home screen given that VV is touted as market timing software.
1 vote -
Mobile app ‘advanced timing window’
Why do you show us the Confirmed Calls, GLB and the Primary wave in this window when they are obvious and clear in the Color Guard further below.
What’s missing in the Adv Timing Window is the GLB/RT Kicker or Kicker Combo signal.
It would also be nice to have an option to see the GLB/RT kicker graph and DEW graphs as an option off of the VVC composite graph window — perhaps with the drop down menu once you open up the VVC graph?
Thanks!0 votes -
Be able to make new folders (groups) in watchlists
One can make new folders in Unisearch, but not in watchlists. Now you can create a new watchlist by either clicking on "New Watchlist" or on the down arrow next to that icon. Sadly, the "New Group" icon is grayed out in the down arrow list.
1 vote
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