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  1. Import Personal Portfolio Data

    54 votes

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    9 comments  ·  VectorVest 7 » Portfolios  ·  Admin →
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    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

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    0 comments  ·  VectorVest 7 » Portfolios  ·  Admin →
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    Dale Jeffries supported this idea  ·