Import Personal Portfolio Data
If users were be able to import their transaction history into vector vest portfolios (readily downloadable from most brokerage accounts as a csv or xls file), they could use vector vest tools, data history, graphics, etc. to see how they have done with their actual trades. Manual entry is too laborious for an active trader!
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Dale Jeffries commented
I would go one step further, mark a Portfolio as "Linked" and use a tool such as Yodlee (see Yodlee.com) to automatically match a broker portfolio to the Vectovest Portfolio. I have 23 portfolios at my broker with different investment criteria and thus different exit criteria (Registered, non Registered, spouse, mother, mother-in-law, children, etc.) Oh, and each has both USD and Canadian stocks. Keeping these updated in VV is onerous.
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Bob Turnbull commented
I agree. I just added this suggestion myself not realizing that this matter has already been raised.
Bob Turnbull
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James Welsh commented
This is a no-brainer. VV users would benefit immensely from this ability. Especially users who've been actively trading stocks for years.
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John Teasley commented
Agree 150%. We should not be wasting our time doing data entry rather than managing our portfolios.
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rjmac29 commented
I agree!! VV has wonderful graph and report capabilities, but manually entering each trade is very laborious. When will importing be available?
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Edward Mathews commented
Agreed, VV has great graph and report cabability, but manually entering each trade is very laborious. Quicken lets me do it automatically, but it is all messed up.
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Xavier Vetticappallil commented
param($stockCount, $action)
if ($action -eq $null)
{
write "Specify the stockcount and the Action: VV6.ps1 4 buy"
}
$wshell = new-object -com wscript.shell
Start-Sleep -m 100$excelApp = "Microsoft Excel"
$vvApp = "VV U.S."function TypeWithDelay
{
param([string]$process, [string]$key)
$wshell.AppActivate($process)
Start-Sleep -m 100
$wshell.sendkeys($key)
Start-Sleep -m 100
}# Start-Sleep -m 100
for ( $i = 0; $i -le $stockCount-1; $i+=1 )
{
# Copy the symbol
TypeWithDelay $excelApp "{TAB}"
TypeWithDelay $excelApp "^c"if($action.StartsWith("se"))
{
if ($i -gt 0 )
{
TypeWithDelay $vvApp "{DOWN}"
}
}
else
{
#TypeWithDelay $vvApp "{TAB}"
TypeWithDelay $vvApp "^v"
}
#Copy the quantity
TypeWithDelay $excelApp "{TAB}"
TypeWithDelay $excelApp "^c"
TypeWithDelay $vvApp "{TAB 4}"
TypeWithDelay $vvApp "^v"
#Copy the Price
TypeWithDelay $excelApp "{TAB}"
TypeWithDelay $excelApp "^c"
TypeWithDelay $vvApp "{TAB}"
TypeWithDelay $vvApp "^v"#Copy the commission
TypeWithDelay $excelApp "{TAB}"
TypeWithDelay $excelApp "^c"
TypeWithDelay $vvApp "{TAB 2}"
TypeWithDelay $vvApp "^v"if($i -eq 0)
{
TypeWithDelay $vvApp "{TAB 7}"
TypeWithDelay $vvApp "{ENTER}"
TypeWithDelay $vvApp "{TAB 2}"
}
else
{
TypeWithDelay $vvApp "{TAB 8}"
TypeWithDelay $vvApp "{ENTER}"
#TypeWithDelay $vvApp "{TAB}"
}
TypeWithDelay $excelApp "{DOWN}{HOME}"
}TypeWithDelay $vvApp "{ENTER}"
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Xavier Vetticappallil commented
Here is a powershell script that helps with data entry
if you use IB just copy the buy trades from the trades windows and past in MS excel
The cells should be filled as
+ HRZ 3,136 0.863 7.29which is
(empty) symbol quantity price commission -
Xavier Vetticappallil commented
I am tired of wasting half my life (exaggerate :-) ) manually entering position into VV7 and VV6. I have to use VV6 because trailing stop loss is broken in VV7. With manual entry there are mistakes.
Can we please get an import feature?