428 results found
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Choice for Portfolios Summary
As we are limited to only 10 portfolios with the Genius/Auto Timer ON, for those of us with many portfolios, it would be a lot easier to have an option to check only those. You could have a checkbox like you now have for VV Portfolios to only select and see the active ones (Genius/Auto Timer ON). This way, we don't have to scroll down by all the Manual portfolios to see how we're doing with the 10 Auto ones.
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Subject: Pending orders
When one has selected a basket of stocks in the portfolio, and populated the pending order page with IB brokers; entering symbols and quantity and the market turns down, one is locked into the IB page. To leave the brokers page, one must cancel all input, loose data manually entered.
Please allow the IB trade pending to remain populated when exiting and hold the pending orders for the remainder of the trading day. that way one can return to the populated pending page later, and quickly execute orders.
Thanks,
Jim Ownbey1 vote -
Please excuse me on this one. I realize I should submit this through ‘the system’, but I am going to try to make this recommendation direct
Please excuse me on this one. I realize I should submit this through ‘the system’, but I am going to try to make this recommendation directly because I think it is a simple one … if there is such a thing.
Pick any Portfolio … pick my … Haegg I or II. (1) Note there are investments in stocks, etc. (2) Note there is ‘cash’. BUT when you print the portfolio, ONLY STOCKS are printed … NO CASH !!
My recommendation is that on this portfolio printout, CASH SHOULD BE INCLUDED!!
Do you think this is a solid recommendation deserving…
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1 vote
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"New Portfolios"
I was disappointed when your "New Portfolios" turned out to be renamed old portfolios. I would have rather seen what's working now not what worked a long time ago.
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1 vote
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Portfolio: Support Multiple Stop Criteria for Same Stock
On the Portfolio tab, allow multiple stop criteria to apply concurrently to a given stock. For example, Trailing Stop plus %Gain/Loss. Minimally, this would be for one OR the other. Better would be to support other logical combinations, like AND and OR, with parentheses grouping.
1 vote -
On Portfolio List, Flag Symbols Where Stop Criteria Met
On the list of stocks in the Portfolios tab, flag the symbols where the Stop criteria has been met. In cases where automation is not being used to close the position, this is very important. It saves going back through emails or the Activity Logs.
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1 vote
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Ability to find a stock position in all of your portfolios simultaneously.
Have the ability to locate a particular stock in all portfolios simultaneously rather than having to open many portfolios to find the position. If it could be extended to stocks found in various searches simultaneously, that could also be a plus and real time saver.
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1 vote
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Portfolio Stock Cost
Allow the cost/share amount to be at time of entry be used to calculate the %prc field. This way on purchase day you can see the true %prc gain.
1 vote -
Send portfolio alerts to buy the night prior just as sell alerts are sent. Having the buy alerts allows for review before market open.
When the buy or sell portfolio timing criteria is met, sell alerts are sent after market close. Buy alerts are sent after market open the next trading day. Having the buy alert the night before, allows for review and execution at market open if desired.
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Enable Portfolio columns width adjustments to allow more columns on screen
Enable Portfolio columns width adjustments to allow more columns on screen
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Show Recommendation
On the iPhone when I look at my portfolio, it would be nice if the Vector Vest recommendation was shown after the stock price
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I'd like the ability to apply or adjust conditional stops on existing positions when a Down Signal occurs.
The ability to customize a trading system to apply or adjust conditional stops on existing positions when a Down Signal occurs.
Example: tighten trialing stops on existing positions during a C/Dn or even a neutral signal is given.1 vote -
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