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VectorVest 7

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VectorVest 7

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  1. 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

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  2. put a column in the results page for the calmar ratio

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  3. 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.

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  4. Return Portfolio versus individual portfolio do not match. See attached document. As an example portfolios "Short start ...".

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  5. 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…

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  6. 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!!!

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  7. 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.

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  8. When switching from one portfolio to another, you currently have to click on whatever layout you want. Once I pick the first layout, I would like the same layout to carryover to the next portfolio by default rather than having me click to choose my layout.

    I'm often adjusting my profit locker pro stop price on the profitlocker pro graph and switching to the next portfolio to check the same thing. I have a profit locker layout and I'd like to not have to click it every time I switch to looking at a different portfolio.

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  9. Please change the Porfolio so we can see the stop prices with Profit Locker with end of day data so we can enter stop prices with our broker

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  10. 1 vote

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  11. Manage Portfolio. would love to have another option! "Reinvest dividend" Shouldn't be too difficult...We have put a man on the MOON!

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  12. User-defined stop values need to be 1) a parameter in the Graph Control Panel 2) a column in the Portfolios Holdings layout and 3) ideally, an ongoing line graph in portfolio-generated graphs (just like the VV stop line). VectorVest talks mightily to us about managing per our stops. Yet VV doesn't give us our stops to monitor ANYWHERE, unless we buy the ProfitLocker Pro module. This is unconscionable, and definitely not customer-centric. We can't manage without our stops visible to monitor. And no one should have to pay up to get that. Period.

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  13. It would be good to move the stocks listed within a given portfolio up and down. A user might want to rank order stocks being considered; say most desirable on top and less desirable below.

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  14. Re portfolios users create, it would be helpful to have a field for users' notes (like, buy once it crosses resistance at $xx.xx) . This type of note-to-oneself could also be accomplished by a post-it note feature.

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  15. There are 3 parts to this suggestion. I go into each one in detail in the attachment, but basically there are three broad suggestions:

    1. Revamp the daily email, which is basically a regurgitation of the prior day's activity log. It is currently a mess, far more data than needed, inconsistently presented, and oftentimes redundant. All that makes it far less useful than it could be. Bottom line: state only the last “stop criteria met” of the day for each position, and eliminate all of the “Stop Criteria…enabled” alerts for each position.
    2. Revamp the Activity Log of the Genius itself, so…
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  16. List Transaction date/time as a field to choose and sort on in portfolio > layout. That way one could sort by intraday time to look at duration of trade for day trading etc. Only giving trade date is limiting as the timestamp is an important value for traders for many reasons. It should be easy to do as the data point is stored with the trade.

    Under Portfolio > reports >

    Transaction log does list "Trade Date" as mm/dd/yyy hh:mm xM format so time is recorded somewhere. While T log is open cannot return to VV program. Cannot cut/paste or…

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  17. Stop showing Stop Criteria Enabled status for each and every position every time the Genius is turned off and back on again. Only show a status when a Stop Criteria has actually been CHANGED for a position. Otherwise, the log - and especially the daily email summary - gets so busy that more important changes are in danger of getting buried in the chaff.

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  18. I can create a technical search to buy stocks as part of a Genius Strategy but I cannot use a technical search to sell a portfolio stock with the Genius.

    We should be able to sell a stock based on technical parameters rather than just Gain/Loss parameters

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  19. On behalf of Sunil Taneja, he would like the ability to click "add trade" in portfolios and populate the order form to send to IB, like the competition participants. See attachment

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  20. Markets are correlated internationally. That is a Vectorvest user in the UK or Europe needs to be aware of the S&P500 Market Timing model even when they are making investments markets outside of USA. It would help non-USA Vectorvest users if under the Genius system they could set up a trading system that was cognizant of both of their own local market timing system AND that of the dominant (USA) market.

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