428 results found
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have a user defined default in the buy from search feature of portfolio automode.
the buy from search does not seem to have a default mode that retains the unisearch, and other details, ie no duplicates, min # industrys,sector, etc. retain settings including last search as a default for the buy from search window, to reduce the repetive clicks required to reset parameters each time.
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Portfolio Description
Customer requested that portfolio description to the left include a more detailed description such as margin, interest, etc. if possible, so that one may know exactly what type of portfolio was created.
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Chairman,s choice please show premiums and dividends that have been booked as shown in The Payday Po
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Allow Printing & graphing from Trade History in Portfolios
I would like to see Printing and Graphing allowed from the 'Trade History' in Portfolios.
Printing is allowed in the 'Tax report', but that does not give prices in and out. No printing is allowed from the 'Trade History' report
Also, regarding graphig: having closed out all my positions, I want to go back to a chart and review my actions -- would I have been better off to have had different stops, etc. Yes, I can go back to the Stock Viewer and individually find and graph the stocks, but in the Trade History all the trades are there,…
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Manually entering Price of trade doesn't work completely
When entering a trade in Portfolio, one needs to specify the stock symbol, and the quantity. If one manually enters a stock price -- the price you actually got on a trade already done -- you are NOT able to 'Apply' that price to the transaction -- the 'Apply' button is diminished. The work-around is that one needs to use the 'Get Price' button to get the last price, which does activate the 'Apply' button. Then one needs to change the displayed price to the price you actually got.
This is more of a 'bug' than a product suggestion. The…
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Organize portfolios in alphabetical order in the Portfolio List
It would be great if one's list of portfolios could be listed in alphabetical order.
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Some ETFs report an incorrect Sector in Portfolios. It would be a good to have them listed properly.
Four of the eight ETFs in my portfolio as listed by Sector are incorrect. They are: IEO, XLI, ACWI, SCHH.
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Add choices in Portfolio's "Add Trade" dialog
Curretly there are four: Buy Long, Sell Short, Sell Long, Buy to cover. There needs to be options like: Close all Longs, Close all Shorts, Close all Trades. These would be done at current market price if selected. This way you could "flip" your stance at a C/Up or C/Dn in 4-5 clicks instead of 40-50.
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Updating Stop Criteria
we currently don’t have the stop criteria = B (Recommendation). As noted by the customer, having this option would allow someone to purchase the stock at a SELL Recommendation and sell at a BUY Recommendation… Bottom Fishing could properly be attained using VectorVest at that point.
Thanks in advance for your consideration and make it a great day.
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Add portfolio transaction review as there is in VV6
Add portfolio transaction capability as there is in VV6.
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