To Whom It May Concern:

I'm a new customer at Vestor Vest and have found the program really helpful and easy to use with the exception of one aspect. Loading my existing portfolios(s) and maintaining them.

I would like to bring my existing accounts up-to-date as a portfolio in VV but it has been painful. I want to mirror my accounts as a portfolio 100% by adding all transactions. With my main portfolio/IRA Account I must added 250 Dividend Transactions alone. This is painful and very time consuming.

Is there a way to bulk load Dividend Transactions, Interest Payments, and Buy/Sell Transactions? I was able to bulk load my holdings into a "Watch List" by exporting a list from Scottrade and importing that list into VV but this doesn't give me all this information I need like ROI.

If bulk loading is not current available for Dividend Transactions, Interest Payments, and Buy/Sell Transactions, is this functionality that you plan to incorporate into the system. I feel it would be very useful for us new customers and could also help us maintain our portfolios. For example, if tomorrow I buy 10 more stocks, ETF, etc. I don't want to enter these 10 transactions by hand. I would like to be able to export my transaction from Scottrade, format the spreadsheet in the column order needed by VV and import those transactions into VV. The same with Dividends. If at the same time period of each month I received Dividends from 20 stocks I would like to perform the same export/import function. Better yet, how about a direct interface to Scottrade. Any plans for this functionality?

Also there's 2 entries in my main portfolio that you do not track. HINKY & PTE

Do you plan to track these in the future? I really like HINKY, and the stock too...

Thanks for your help in advance.

Wm Tim Wynn

Guntersville, AL 35976