VectorVest RealTime Portfolios will automatically record all trades for any portfolio, recording the open and close dates for each position, the opening and closing prices, the VectorVest recommendations, the net gain or loss, as well as the percentage gain or loss. Note: The Trade history report displays only completed trades.
Accessing the Trade History Report:
Select a portfolio. The selected portfolio will be highlighted on the left side.
Click the "Reports" Button on the Local Toolbar.
Select "View Trade History".
After reviewing the report, you may choose to Export, Print, or Close the information screen.
Exporting the Trade History Report:
Select a portfolio. The selected portfolio will be highlighted on the left side.
Click the "Reports" Button on the Local Toolbar.
Select "View Trade History".
Click "Export" at the bottom of the Trade History Window.
Select a destination to save your file and type the name in the file name box.
Click "Save".
The file will be exported as a .csv (comma separated value) file, and can be opened with Excel, or imported into compatible programs. Note: Proprietary information will not be exported.
Printing the Trade History Report:
Select a portfolio. The selected portfolio will be highlighted on the left side.
Click the "Reports" Button on the Local Toolbar.
Select "View Trade History".
Click "Print" at the bottom of the Trade History Window.
Click the Print Button on the Print Window.