Skip to content
← Customer Feedback for VectorVest

Settings and activity

2 results found

  1. Import Personal Portfolio Data

    56 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    9 comments  ·  VectorVest 7 » Portfolios  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Dale Jeffries commented  · 

    I would go one step further, mark a Portfolio as "Linked" and use a tool such as Yodlee (see Yodlee.com) to automatically match a broker portfolio to the Vectovest Portfolio. I have 23 portfolios at my broker with different investment criteria and thus different exit criteria (Registered, non Registered, spouse, mother, mother-in-law, children, etc.) Oh, and each has both USD and Canadian stocks. Keeping these updated in VV is onerous.

    Dale Jeffries supported this idea  · 

  2. Allow full import capability from a CSV file into Portfolio Manager

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  VectorVest 7 » Portfolios  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Dale Jeffries supported this idea  ·