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VectorVest 7

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VectorVest 7

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  1. I have been using the Back test facility for some time now and would offer some observations and comment that I feel might improve the understanding and use of this tool.

    1. There is a possibility that members could be confused between the terminology of a HOLDING in a portfolio and the number of positions within a holding.
      You use the term POSITION in the MORE SETTINGS tab where I think you mean HOLDINGs

              When the options are positioned NOT to restrict further investments in a company, multiple positions can arise in one        HOLDING.
      
              A breakdown of the portfolio clearly shows
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  2. 1 vote

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  3. Add custom portfolio setting for new BackTests. It exists for a quick test, where it is largely irrelevant.

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  4. I recently ran a backtest from 1996-2016 covering 58 confirmed ups. In order to see the graph of each confirmed up individually, I had to run each test individually. Could a feature be added to BackTester that would allow any individual backtest, likely based on date, to be seen individually?

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  5. Use the rule parameters to trigger the Stop Criteria in BackTester; when the rule is selecting the top n number of stocks, and during the test period a stock no longer meets the rule parameters. A simple example would be Select the 10 top stocks sorted by Price descending, and trigger a sell when a stock no longer conforms (is not in the top 10) and buy the new top 10 stock to replace it.

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  6. When using the longer term timing signals, I would like to be able to tell the backtester to not purchase new positions when the shorter term signals are down. For instance, if using the confirmed calls timing system I'd like to not purchase positions when the primary wave is down even though the confirmed call is still up. It would be nice to be able to do this in any combination of signals, but certainly we should be able to simulate the color guard recommendation (which seems to be in large part based on the primary wave).

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  7. This would give us the ability to back test many ideas that may not be in VV by using EXCEL or other software. I'd like to back test ideas like going long at a DEW buy signal and sell at a CC sell signal. If VV has that ability please let me know.

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  8. Seems like it would be more accurate if VV7 back tester used Price - Actual instead of price for stocks that have split.

    Would have to add fields for actual close, open, high, and low price so that VV7 could get an actual average price (Next Day’s Average) or actual open price (Next Day’s Open) for back tester.

    Example: Low priced stocks that have split have a higher price but the price actual is the actual low price of the stock before it split. Back tester uses the higher split adjusted price when calculating initial cost. In most cases this…

    1 vote

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  9. For instance; conservative entry at C/Up and quicker exit at DEW down. I notice that the C/Dn allows too much loss

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  10. Select a unisearch and turn off market timing

    Have autotester buy stocks on Monday at open

    Have autotester hold those stocks for one week and sell on Friday at close

    Then repeat those steps for the time period chosen for the test -- at least a few years.

    This is how the VectorVest Stock Challenge works.

    1 vote

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  11. This would give us a way to see "what if" we had our present positions and as the price hit our stop criteria we replaced it with a stock from the Uni-search list.

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  12. The Limit Repurchases settings needs to be improved:
    1. Improve the feature:
    Currently: it will simply not repurchase any stock in the number of days whether you had a loss or a gain. The Wash Sale rule only applies to losses.
    Future: allow the limit repurchases of losses only in the number of days. There is no need to limit repurchases of stock with gains. better still, make a checkbox for each and users can choose.

    1. Improve the wording: Currently: there is confusion amongst subscribers and support staff about the wording "Don't repurchase the same stock for 30 days after…
    1 vote

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  13. I would like to see an stop option for a close below a highest stop for long positions and above a lowest stop for short positions. This would have to be coupled with a rule that the buy/sell price does not violate the stop criteria

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  14. Can you take all the Back Test settings from all the strategy presentations and place them in one convenient place on the web site or the VectorVest platform? It would make it easier to find the Back
    Test settings.

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  15. Since I am very new I am not talking about the VectorVes7t system, I am talking about the envelope around the system.
    One of the biggest shortcoming is the inability for the end user to produce printouts. I am trying to learn the system and printouts of various subjects would really help me a lot.
    I would be very happy to see an improvement in that area.

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  16. Our User Group discovered that the Stop Price used for stop ascending sorts is based on the Split-Adjusted Stock Price, not the Actual Stock Price. This distorts the back tests done with such searches.

    Let's take an example. If you run stop ascending search on February 19, 2010, the number two stock that pops up on the list is VFC, and that is one of the stocks that the back tester would have bought on the following Monday if you started using this system on 2/19/10. If you graph it, you will see a Stop Price on that date for…

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  17. When back test done, if the stock listed in bse and nse, same stocks is selected from both nse and bse. it should take only one exchange. in simple avoid adding same scrip twice in back test search. today when I did one test I found sks micro selected both from bse and nse out of 10 stocks

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  18. Since these were very bad years it would be nice to see what a backtest would look like using the Midas Touch watchlist for these years. Today the watchlist only shows stocks back through 2009.

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  19. Please put an option in the autotester "other settings" screen for a 1% of portfolio value limit per position.

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  20. In the Reports section of the Backtester, under Summary report, there are 2 pie charts that are nicely supplied showing:
    a) Current Positions by Symbol and
    b) Current positions by Industry
    These are great to ensure diversification but I wonder- for easier comparison if:
    -you could match the colors so that the stock and sector it belongs to are the same color. It would be quicker and easier to read- apple to apples?
    Many thanks for the consideration

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