add portfolio groups function
It quickly gets cumbersome to work with a list of portfolios without the ability to group them and minimize and expand the groups
Portfolio Groups is a feature we are currently working on for a future update that will greatly improve the Portfolios in VectorVest 7.
We don’t have a date yet, but I’ll let you know when the update is ready to be released!
Terry Clarke commented
This same grouping function is needed in the back test also.
Michael Ellis commented
Hey, how's this coming along? Haven't seen an update since 2014...
David Edwards commented
Simply being able to group portfolios does not get the whole job done. We also need the ability to consolidate several portfolios. For example my actual brokerage portfolio includes 4 Vector Vest portfolios which each use different trading strategies. It would be very useful, and reduce duplicating input of actual trades etc.if these four portfolios could be consolidated in VV.
Another way of accomplishing this would be for the Genius to be able to assign different trading strategies to individual stocks in a portfolio.
Howard Beckett commented
Folders in Backtester and in Portfolios should be a no-brainer. In Portfolios, they have grouped the VV model portfolios so that you can hide them with one click of a check box. A recent up grade allowed you to pick the page (Home, Viewers, Unisearch, Portfolios, etc. However, they stopped short on this idea. They should have allowed the user to set a default WITHIN most pages. For example, I may want to start in Viewers, Sector Viewer rather than in Viewers staring at a blank screen. The same is true in Portfolios. I may want to start by looking at "My Active Portfolio" rather than a blank screen.
Howard Beckett commented
To have the ability to create portfolio groups would be a big advance. VV-US had groups. You used to see the group called "Model Portfolios" and the VV managed portfolios were there, including many of the classic models like "Yellow Brick Road". Folders such as are provided in UNiSearch would allow us to create a manually managed portfolio set with duplicate portfolios in another group called "Automated- aggressive" and another group called "Automated -conservative". This would help teach investors whether their manual controls are effective.
John Schoenfeld commented
There is another item on this with 16 votes. This should be consolidated with that item.
Richard Telander commented
We need to be able to create folders to keep portfolios in and organized.