435 results found
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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.
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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
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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!!!!!
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Allow for Entry of Partial Shares
ALLOW FOR ENTRY OF PARTIAL SHARES IN V V 7
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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.
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Portfolio Graph Print
A customer has requested that it be possible to print the minigraph in Portfolios for each portfolio.
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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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1 vote
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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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1 vote
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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,…
1 vote
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