428 results found
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1 vote
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Less Manual entering of trades for linked accounts
If you link a brokerage account and trade right through VV, it would be great if the trades were automatically updated in the VV portfolio so they did not need to be entered manually.
1 vote -
In portfolio I would like to see the profit or loss of the existing stocks in the portfolio. Not just the cumulative for open and closed.
In portfolio I would like to see the profit or loss of the existing stocks in the portfolio. Not just the cumulative for open and closed. Just the open ones now.
1 vote -
Please will you make it possible to use £ as well as $ values in US portfolios?
My broker uses £ for US stocks which means that the investment amount, commission etc would have to be constantly adjusted manually in a US VectorVest portfolio for the exchange rate, Can accounting for the exchange rate be made automatic so that prices can be entered either in USD or in another currency as convenient ?
1 vote -
1 vote
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Add a column to show what “Todays $ Gain” is.
When I make a portfolio can I add a column to show what “Todays $ Gain” is. If there is no way for me to add that column now could you add that column in an update? It would be great to see what the dollar gain is for that day with out having to get out the calculator.
Thanks
Bob1 vote -
Display intraday or end of day when showing portfolio stops.
In the backtester and portfolios there is a checkbox for intraday stops. When this box is not checked, end-of-day stops are used. For the portfolios, when stops are listed would like to see whether intraday or end-of-day stops are used.
1 vote -
Sort Alphapetically by Default
The default sort order for portfolios, well there doesn't seem to be any. Even customer service doesn't know. Alphabetically would be nice, or by VST Descending. It is rare that anyone wants to sort ascending, but that is the default sort order when clicking a heading on any column. Please change the default sort to descending with clicking on a column header.
1 vote -
GENIE
GENIE SHOULD ALSO ALLOW TO SEND ALERTS OF PURCHASES, NOT JUST SALES OF POSITIONS
1 vote -
Add a column in portfolios and watchlists to show the row number in the VST sort of the VVC list of all stocks in the database.
This would allow me to see where the stocks I own and those in my watch list fit into the Vector Vest ranking list; not merely the VST number on each stock.
This would meaningfully help me compare each of my selected or owned stocks as to where they serially fall in the VVC body of ranked stocks.
I think this would also materially help even when looking at the "Stock Viewer" lists.
Your consideration would be especially appreciated.
1 vote -
add capability to manually resequence the order of the portfolios. over time some become more important than others.
ability to resequence order of portfolios by manuall drag and drop title.
1 vote -
Drop the requirement for a commission entry with so many firms offering free trades.
The Portfolio Add Trade window requires a value entry, which then has to be undone with a Cash Deposit, to result in correct totals.
1 vote -
would love to see the following enhancements to the portfolio page:
would love to see the following enhancements to the portfolio page:
1. in addition to “% G/L Today”, would love to see “$ G/L Today” … in total and even at a security level
2. since you know about all the different “positions” (lots) for a security, you should provide an option to expand the rows on the display to show those with appropriate long/short term capital gains designation1 vote -
Add Portflio Automatic Stop Loss Exit Feature
It would be extremely helpful to me if I could have the option to automatically close entire portfolio at a designated drawdown percent, value point or amount. Portfolio charts often show spikes up followed by quick, steep declines. This can often happen because of some news or expectation like maybe there wont be a new tax plan etc.
1 vote -
Vary Asset Allocation
Vary Asset Allocation within portfolios. Weight stocks above bonds for example. Currently only equal weighting.
1 vote -
Sector diversification graphs
VV currently displays Stocks and Industries diversification pie-charts in the Reports section of Portfolios. Could we also have the option of a sector diversification pie-chart?
1 vote -
Allow User settings to be saved in a Portfolio
Improvement Request:
Since I have been a subscriber to VectorVest (many years) I have had a problem with the User Portfolio settings. I have several different Portfolios set up for different stocks and can add my stocks to them and then arrange the various columns the way I want, but the problem is that the columns do not stay where I put them. If I leave the Portfolio screen and then return to it I find that all of the columns have gone back to their default positions and once more I have to re-arrange them. I have clicked on…
1 vote -
Help
How do I set up a portfolio where:
Mkt in UP condition: Buy stocks with a certain +/- profit locker lets say +40/-25.....
Mkt in DN condition: Do buy or sell short anything, and adjust the profit locker (effectively tightening stops) to say +40/-10 on all stocks I have (purchased in Mkt UP condition).
One or two of the folks there didn't think it could be done.1 vote -
Would like the ability to program the genius to keep all long positions open at the end of a trading session and to sell all the shorts even
Would like the ability to program the Genius to keep all long positions open at the end of a trading session and close all the shorts even if they have not met their stop criteria.
1 vote -
Portfolio Tab - multiple positions
allow option to expand each row (multiple positions) to show 1 row with details for each position. We currently see and "aggregate positions" view ... would like an option to "expand positions" view
1 vote
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