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  1. add portfolio groups function

    49 votes

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    7 comments  ·  VectorVest 7 » Portfolios  ·  Admin →
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    started  ·  Timothy McGrath responded

    Portfolio Groups is a feature we are currently working on for a future update that will greatly improve the Portfolios in VectorVest 7.

    We don’t have a date yet, but I’ll let you know when the update is ready to be released!

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    David Edwards commented  · 

    Simply being able to group portfolios does not get the whole job done. We also need the ability to consolidate several portfolios. For example my actual brokerage portfolio includes 4 Vector Vest portfolios which each use different trading strategies. It would be very useful, and reduce duplicating input of actual trades etc.if these four portfolios could be consolidated in VV.
    Another way of accomplishing this would be for the Genius to be able to assign different trading strategies to individual stocks in a portfolio.

  2. Add ability to group multiple portfolios together, and report performance of the group.

    32 votes

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    6 comments  ·  VectorVest 7 » Portfolios  ·  Admin →
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    David Edwards supported this idea  ·