428 results found
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Add Market Timing automation tools and start and finish dates to the PortFolio Manager
As it stands, the Portfolio Manager lacks the flexibility of the BackTester and consequently has limited value as a live trading management tool. To improve the usefulness of the Portfolio Manager, the Market Timing Automation tools should also be included as part of the tool kit along with start and finish dates.
1 vote -
Choosing which open parcels to sell in portfolio tracker
Does your portfolio module allow the user to choose which open position(s) are to be sold?
Currently it seems that rules average out the entry price of all open positions and then force earliest parcels to be sold first. This may not be what the user is doing.
The portfolio summary report then tries to give the user feedback on winning/losing trades and then a further breakdown on open/closed positions. The summary data provided is misleading because of the rules that have already averaged out the positions and forced earliest parcels to be sold first. It tells you there have…
1 vote -
Post new portfolios. Take last years great portfolios and start them at 1/3/2013 and not at 1/6/2012.
Very simple... Take your last years portfolios and change the starting date to 1/3/2013
1 vote -
Ability to email Reports
Ability to be able to email the various reports from reports dropdown.in the Portfolio manager. Right now you can only print each of these reports.
1 vote -
Add limit limit, stop and stop limit orders as found in Scottrade.
The idea is to give us the same tools as found in on-line trading services like Scottrade.
1 vote -
Misleading 2013 portfolio results
I find that starting the 2013 model portfolios including results from 2012 to be misleading. To my knowledge this has not been done in the past. Why now?
1 vote -
Fix portofolio bugs
- when changing portfolio setting from manual to automatic a long error message is received that an SQL command was missing.
- If you try to purchase a security in a portifolio that is set to automatic you get a selection screen. If you select post the transaction and stay in automatic mode you get an error message.
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1 vote
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1 vote
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GREEN LIGHT S&P 500 RT PORTFOLIO 2012
ADD GREEN LIGHT RT PORTFOLIO-LIKE "RIDING THE WAVE " YELLOW ETC
1 vote -
1 vote
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Summarise key statistics of the overall portfolio
On the bottom line of Stock Viewer or watch lists the key average statistics are displayed for the overall page you are viewing but not on the Portfolio view. This would be especially handy to know the Dividend yield of your portfolio based on the weighting of each share held.
You could also see if a share being considered will improve or decrease the safety (RS) of your portfolio or not.
1 vote -
calculate APY from ROI
lots of fields in VectorVest - is there one to calculate annualized yield form ROI?
1 vote -
Graph from date of purchase
Post a marker on the portfolio graph as to when a security was posted to get a sense of when direction may have changed.
1 vote -
1 vote
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quick graph on portfolio
when I select a security in my portfolio it would be nice if the graph changed from the entire portfolio to the security alone
1 vote -
Add divident
Adding divident to a position changes the original date of purchase of the position. Can this be corrected?? so a position bought in 12/4/2008 shows the same purchase date when a divident is added on 2/1/2012. That's what happened. I decided to reinvest dividents in few positions and my original dates of purchase have been changed so I don't know how along I hold these positons any more!!!!!
1 vote -
Allow for Entry of Partial Shares
ALLOW FOR ENTRY OF PARTIAL SHARES IN V V 7
1 vote -
Allow portfolio automation to select x number of replacement stocks per day
Allow port folio automation to select any number of stocks to replace per day until the max is satisfied, the same as backtest can do. This would save a lot of manual work trying to figure out the best of all those selected automatically and would preclude automation from entering stocks not wanted.
1 vote -
Portfolio Graph Print
A customer has requested that it be possible to print the minigraph in Portfolios for each portfolio.
1 vote
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