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274 votes
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Add stops criteria (exit) based on technical analysis such as DPO, MACD, etc..
I like to see VVC 7.0 Realtime, Pro Trader and Simulator have additional Stops criteria based on Technical Analysis such as DPO, MACD, MA, and/or popular signal.
67 votes -
Allow dividend reinvestment in Portfolio manager
Allow dividend reinvestment in Portfolio Manager
59 votes -
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
42 votesPortfolio 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!
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Report annualized return in the portfolios and the summary report.
I've always enjoyed viewing the annualized results from my investments, even though some may be for only a short time. To show this in the portfoloios would give me a better handle on the performance of my investments.
38 votes -
CREATE TRAILING STOP AND PROFIT EXIT COMBINATION LIKE YOU HAVE IN SIMULATOR
I can not follow portfolio in real time since I am using 25 % Profit exit and 15% trailing stop at the same time. It should not be complicated for you to add.
38 votes -
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!
37 votes -
Create the ability to add stocks to already existing portfolios in VV7
We need an add to portfolio button just like we have an add to Watchlist button.
33 votes -
Add ability to group multiple portfolios together, and report performance of the group.
I would like to group multiple portfolios together, and be able to show the performance of the entire group. Also allow for more than one grouping, and allow any one portfolio to be in more than one group.
31 votes -
add ability to print desired number of pages
When printing stocks' listing in unisearch or portfolios, I often only want the first page, but don't have that option in VV7.
26 votes -
I would like to see dividends added to portfolios automatically.
This would give a true return on each securities.
25 votes -
Moving averages Stop Criteria
Is it possible to add moving averages as a stop criteria ..ex 3 & 8 exponential ...daily and weekly stop out .....?
24 votes -
Show dividends received on Summary Report
I would like to see dividends received on the summary report in the same section as interest paid/received and commissions
24 votes -
In portfolio manager add position sizing
In portfolio manager add a position sizing that would be a % of the total portfolio amount related to the stop:
example
Portfolio amount = 25,000
stock price = 13
stop is at 11.50
I want to risk 5% of the 25,000
have it where I can pick whatever % I want to have at risk 2%,5% ect
number of shares to buy =833
I have 1,250 @ risk22 votes -
Days dollars gain or loss
In portfolio section days dollars gain or loss should accompany the days percentage gain or loss.
19 votes -
Add Strategy to the Portfolio Summary Report
For the basic Portfolio Summary Report, the Strategy used should be added to the report, along with all the parameters of the strategy.
This will be quite helpful when comparing numerous results for both live and back testing (and eliminates having to put it within the Remarks or Title of the Portfolio).
19 votes -
19 votes
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Add alert settings for each individual portfolio when using Genius
I have portfolios that I am testing and portfolios where I follow my actual trades. All of them have the genius on. I want to receive alert only on the portfolio where I am actually trading and not on all of them. It will be so much easier to find out when I need to buy and sell ... without checking all the alerts and possibly missing an opportunity to buy/sell on my active portfolios. Thanls
17 votes -
Profit Target Stops for Portfolio Automation
Add Profit Target Stops to Portfolio Automation
17 votes -
Graph a portfolio
VV allows you to graph a watchlist, but not a portfolio (as far as I know). Allow the same functionality so you can track the RT of your consolidated portfolio, compare performance vs the VVC or other metrics, etc.
17 votes
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