419 results found
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6 votes
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Cash Positions on Portfolio Graphs
Include (optionally) cash positions when graphing portfolio positions
6 votes -
Add columns in Portfolio Information display to show total dividends and total option premiums rcvd.
6 votes -
Tracking Options Gain/Loss in Portfolios
Since "Manage Portfolio" allows entering Premium received for selling calls and puts, can you add ability to enter costs for buying and selling Calls and Puts? I want to track my Profit and Loss of my Option Transactions.
5 votes -
in stop criteria allow more flexibility to build your own stop criteria, like price > 5-day SMA
in stop criteria allow more flexibility to build your own stop criteria, like price > 5-day SMA
5 votes -
5 votes
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Import stock symbols from CSV file into a new portfolio
I use another technical charting tool that allows exporting to a CSV. Based solely on standard technical analysis, it would be nice to be able to bring a CSV file into a new profile and refine the list of potentials using Vector Vest filters
5 votes -
5 votes
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Fractional Shares
Allow us to add fractional shares to a portfolio, especially given the DRIP watch list. If you do setup DRIP instructions on a share purchase fractional shares are the outcome. I'd like my VV portfolio to match my brokerage account
5 votes -
Alerts based on dollar figure.
In the Portfolio Automation, it would be nice to be able to set an "Alert", based on a dollar figure rather then a percentage or trailing stop or ratchet stop. I would like to get an alert when stock I owned got to a certain dollar value or price.
5 votes -
multiple alert criteria
Ability to set multiple stop or alert criteria such as trailing %, S recommendation and VST less than certain level.
5 votes -
Portfolio Percent Gain/Loss
Currently the text next to the Portfolio Minigraph displays the % Gain/(Loss) and % Gain/(Loss) Today fields as integer values. Please add one or two decimal precision to display a more accurate value. Example, a gain of .49 displays as 0%, a gain of .52 displays as 1%.
5 votes -
Provide a Portfolio summary table showing performance data for all portfolios at a glance.
The table would list all portfolios in a format similar to the stock viewers. This would provide a performance summary in an easy to interpret format. This would be faster and easier method than having to manually sequence through each portfolio.
5 votes -
In the portfolio you show the days percent gain,i would like to see the days dollar gain,
I would like to see the days dollar gain.
5 votes -
5 votes
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add stops from simulator to Portfolio Manager
The sim tutorial shows many sophisticated stops. Could these stops be available in Portfolio Manager? Without them there, you could create the system you want to trade, but be unable to use VV to trade it.
5 votes -
Export Equity Curves and Perfomance Curves
Allow export of equity curves from portfolios and date from performance graphs to CSV files. Equity curve export is available in Simulator. Need same capability across VV products.
5 votes -
Add graph links in the Trade History of the Manage Portfolios section of Portfolios
It would be nice if one could click on a stock in the Trade History and see a graph of the stock. So many times I'd like to have the ability to quickly check a stock in trade history. Having this linking to the graph would be a handy way to do it.
5 votes -
Create a one click YTD view when in Portfolio Performance review, so you can see each portfolios YTD Return
Create a one click YTD view when in Portfolio Performance review, so you can see each portfolios YTD Return
4 votes -
To be able to turn Genius on in more than 10 portfolios at a time.
It would be so helpful if we could turn the Genius on in more than 10 portfolios. 5 out of the existing 10 are used up in the model portfolios. If we could have the option to turn off the 5 Genius in the model porfolios and or/ add more please!! We need to see if our ideas working in real time!!
4 votes
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