428 results found
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Allow for lot selection when manually entering trades
When manually entering transactions in portfolios, allow for the selection of lots when entering a sale, not automatically use the FIFO method. FIFO method can cause a problem with reflected cost basis on remaining shares if the first purchase or lot is not the lot that was sold.
1 vote -
Line In The Sand Stop
In the Successful Investor Course, we learn to set a "Line in the Sand" -- a constant value which is given to the broker as a Stop-Market order. Under some conditions, we manually adjust the stop upward. I don't see a way in the Portfolio to set a constant value for a stop. Because I am trying to follow the Successful Investor system, this is a problem for me.
1 vote -
1 vote
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Please add Comcast mobile for texting updates for the portfolios. There is no op
Please add Comcast mobile for texting updates for the portfolios. There is no op
1 vote -
1 vote
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n a portfolio add the ability to graph an individual stock’s GAIN and ROI. This would allow one to visually see how their investment is perf
In a portfolio add the ability to graph an individual stock’s GAIN and ROI. This would allow one to visually see how their investment is performing over time.
1 vote -
Add "Recommend & Accept" function from RoboTrader to portfolios"
RoboTrader's ability to provide recommendations that you then "accept" is very convenient. You can also reject a stock suggestion (e.g., GameStop). With the Genius on in Portfolios it will automatically "sell" a stock and then "buy" another.
Also - should allow more decimals in stock price in portfolios like in RoboTrader.
1 vote -
Correct Decimal Places in Portfolio View
In Portfolio view we are able to add stock purchases with fractional shares. This is great, as many brokers allow us to purchase factional shares. As shown in file "1", VV allows us to add 7 decimal places. So far so good. However, when I view my purchases in the Portfolio (file "2"), VV rounds the shares up to the nearest whole number for the amount of shares owned (the cost basis is computed corrected). Suggestion #1 is to revise the Portfolio view to show how many shares we really own and NOT round the number of shares…
1 vote -
DRIP entry into portfolio
Make it possible to split a dividend payment into cash and DRIP components so the number of shares held in the portfolio and the buying power are reflected correctly once entered.
This can be done now by adding the total dividend in cash and then purchasing the number of shares at the DRIP value, but it would be terrific if it could be done in one window.
1 vote -
DRIP entry into portfolio
Make it possible to split a dividend payment into cash and DRIP components so the number of shares held in the portfolio and the buying power are reflected correctly once entered.
This can be done now by adding the total dividend in cash and then purchasing the number of shares at the DRIP value, but it would be terrific if it could be done in one window.
1 vote -
We need a Gain% stop level Criteria.
Stop criteria should be more realistic and allow users to select Gain% threshold level. Stop levels cannot not react fast enough to volatile markets price changes. Some of us learned that the hard way.
1 vote -
Create a Search for a word in title of My Portfolio
I have hundreds of saved portfolios - I want to be able to search by a word in the title.
1 vote -
Allow user-designated choice to calculate stop values based on 1) intraday highs or 2) end of day highs.
Currently stop values are calculated off intraday highs, which is more useful to day traders than longer term traders, and creates distorted stops for the latter. More Settings tab on the Automation Rules screen would be a good place to put it.
1 vote -
max drawdown
I would like to see the maximum drawdown that my trading system has had somewhere (maybe on the graph under the displayed gain or loss for the system). Then I can compare to the drawdown that I had gotten for the trading system in the backtester. This would be great if done for "Robo Trader" also
1 vote -
calmar ratio
put a column in the results page for the calmar ratio
1 vote -
on the top summary line add the number of stocks held
This is so that at a quick glance you can see if your portfolio is full.
Example 4/10 i.e. 4 stocks held out of 10 stocks when the portfolio is full.
1 vote -
Return Portfolio versus individual portfolio do not match.
Return Portfolio versus individual portfolio do not match. See attached document. As an example portfolios "Short start ...".
1 vote -
No Alerts for Rules (Down) "Go To Cash" Setting - Need Alerts
We get alerts to buy and sell individual stocks based on our portfolio genius' market timing rules as we set it. I haven't had issues with that.
One of the useful rules we can set is for the portfolio to "Go to Cash" on Rules (Down). However, it appears we don't get any alerts for this rule and it functions no differently from the "No Action" setting - meaning alerts are only given when the individual stocks hit their stop loss prices.
I think it's a very important alert to provide and "Go to Cash" vs "No Action" are sufficiently…
1 vote -
Portfolios do not trade according to timing signal
Some of my portfolios are not trading according to the timing signal nor the system instructions. I have 2 stocks currently still being held in my portfolio when DEW down says to go to cash. This is a critical issue for those of us who want to paper trade a system before placing real money into it!!!
1 vote -
Negative entries in "Portfolio Management"
Posting a negative number in the "Portfolio Management" tab. Not all option trades are winners. If I have a covered call and it goes ITM but I want to keep the stock I cannot post this loss on the option trade premium.
1 vote
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