434 results found
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Allow More Than 10 Portfolions & Analysis of Portfolio Performance
Vectorvest is already a good tool for creating and back-testing strategies and then implementing them as stratgies (either for real or in paper form). But at present we are limited to 10 porftolios (i.e. you are limiting us to running 10 concurrent strategies). Increasing this limit would help us at the cost of a little more disk space. Moroever, once you have multiple concurrent strategies to consider giving us some tools to appraise how they are performing relative to one another over differing time frames (1 w, 2w, 1m, 2m, 3m, 6m), or which ones have momentum relative to the…
1 vote -
When selling a stock have the portfolio value reflect the value of the actual sale by matching the sale shares to the purchase shares FIFO
I'm a user of VV or over 10 years. currently the program averages the base purchase price of a stock when multiple purchases are made. I've been told that when that group of purchases is sold the average price is used to calculate the proceeds, which throws off the actual portfolio value. In other words, the sale proceeds are reflected accurately in the buying power but not in the portfolio value. This is no way to accurately measure performance or the portfolio. Please make adjustments necessary to match the sales to the shares held on a FIFO basis (as the…
1 vote -
Modify genius so it checks searches more frequently when room in portfolio
Modify the genius so it checks the searches throughout the day when there are not enough stocks in the portfolio to fill the requirements. It will notify of a sell but it will not notify if there is a suggested buy until the end of day
1 vote -
Portfolio Addition Request
Need ability to add spinoff shares (e.g., WAB from GE) to portfolio when price received is $0.00/no fee. Technical support unable to resolve. Only work around for now is to designate acquired price as >$0.00.
1 vote -
Keep Initial Investment line ON ALL THE TIME on portfolio graph setting once I choose on.
Keep Initial Investment line ON ALL THE TIME on portfolio graph setting once I choose on.
1 vote -
Add the ability to choose a default color for Portfolio graphs under the Tools/Application Settings feature.
Please add the ability to choose a default color for Portfolio graphs under the Tools/Application Settings feature.
1 vote -
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
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