Exporting and importing functionalities not available
Manually adding positions to Watchlists one at a time is very time consuming. The Import from .csv files functionality is very important.
Exporting all or selected positions from Watchlists and Portfolios to .csv files is absolutely required
These are not improvements as these functionalities exist in the current VectorVest software.
Gia Huynh
shared this idea
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AdminPaul McCann
(Admin, VectorVest)
commented
Thanks Gia. Importing and exporting from .csv files are critical features for many experienced users, and we understand how frustrating it can be to lose that efficiency. These functions do exist in VectorVest 7, and we absolutely plan to bring them into this version in a future phase.
Right now, we’ve focused on streamlining the onboarding experience for new users. That meant prioritizing simplicity and guided workflows over advanced utilities like file imports/exports. But as more users begin building and managing larger Watchlists and Portfolios, bulk actions and data handling tools will become essential—and your feedback helps elevate their priority.