General questions about using Fund Manager that do not fit into any other forum.
-
- Investment name change
by faezandyc » Tue Dec 27, 2022 3:35 pm
- 2 Replies
- 1024 Views
- Last post by faezandyc
Wed Dec 28, 2022 2:36 pm
-
- Possible new feature
by 4MoreProfits » Tue Dec 20, 2022 9:04 am
- 1 Replies
- 871 Views
- Last post by Mark
Tue Dec 20, 2022 4:27 pm
-
- Downloading data from multiple accounts
by Mary Kennedy » Mon Dec 12, 2022 1:57 pm
- 1 Replies
- 915 Views
- Last post by Mark
Mon Dec 12, 2022 4:10 pm
-
- Moving transaction
by Mary Kennedy » Fri Dec 09, 2022 8:41 am
- 1 Replies
- 774 Views
- Last post by Mark
Fri Dec 09, 2022 10:42 am
-
- legend text calculations
by 4MoreProfits » Fri Dec 09, 2022 8:36 am
- 2 Replies
- 832 Views
- Last post by Mark
Fri Dec 09, 2022 10:40 am
-
- missing OOP basis and gain
by JeanneMarie » Thu Nov 10, 2022 4:04 pm
- 1 Replies
- 1238 Views
- Last post by Mark
Sun Nov 13, 2022 4:49 pm
-
- Symbol/Server combination error
by larryw » Sat Nov 05, 2022 9:33 am
- 1 Replies
- 811 Views
- Last post by Mark
Sat Nov 05, 2022 9:41 am
-
- Problems with Portfolio Management
by mayhaw9999 » Fri Nov 04, 2022 9:37 am
- 2 Replies
- 1098 Views
- Last post by mayhaw9999
Fri Nov 04, 2022 9:17 pm
-
- Recommendations for recording account transfer - divorce
by tomgreen1000 » Mon Oct 31, 2022 3:20 pm
- 1 Replies
- 891 Views
- Last post by Mark
Mon Oct 31, 2022 3:39 pm
-
- New Investment "Description" and "Memo" notes
by ThomasK » Fri Dec 17, 2021 1:29 pm
- 3 Replies
- 1542 Views
- Last post by Mark
Wed Oct 26, 2022 4:05 pm
-
- PROTFOLIO EDITOR VIEWS
by Arrow » Sun Oct 23, 2022 3:53 am
- 1 Replies
- 890 Views
- Last post by Mark
Sun Oct 23, 2022 10:22 am
-
- Question for Performance Fee
 by coolspot » Sun Jul 10, 2022 8:43 pm
- 9 Replies
- 4180 Views
- Last post by Mark
Mon Oct 10, 2022 9:59 am
-
- Time Axis
by marshg246 » Tue Oct 04, 2022 6:13 pm
- 4 Replies
- 1498 Views
- Last post by marshg246
Thu Oct 06, 2022 7:48 pm
-
- Definition
by cah1942 » Wed Sep 28, 2022 11:35 am
- 1 Replies
- 1087 Views
- Last post by Mark
Wed Sep 28, 2022 12:57 pm
-
- FX Hedging
by alciati » Sat Sep 24, 2022 6:13 pm
- 1 Replies
- 961 Views
- Last post by Mark
Sun Sep 25, 2022 1:25 pm
-
- Asset Type updates?
by Bruce » Sun Sep 11, 2022 8:49 am
- 5 Replies
- 2012 Views
- Last post by Mark
Tue Sep 20, 2022 7:29 pm
-
- licence key
by alpappy » Sat Sep 17, 2022 11:45 pm
- 1 Replies
- 943 Views
- Last post by Mark
Mon Sep 19, 2022 8:03 am
-
- Advice on fund categories
by dellwo » Fri Sep 09, 2022 12:50 pm
- 3 Replies
- 1349 Views
- Last post by Mark
Sat Sep 10, 2022 11:11 am
-
- Investment Type Options User-defined Bond data type
by Houstonwb » Thu Sep 01, 2022 8:48 pm
- 3 Replies
- 1408 Views
- Last post by Mark
Fri Sep 02, 2022 10:16 am
-
- Quote retrieval stopped working
by rbarrett » Thu Aug 18, 2022 8:19 am
- 2 Replies
- 1408 Views
- Last post by Mark
Thu Aug 18, 2022 10:58 am
-
- Sector Retrieval from morningstar.com options
by rminoak » Tue May 17, 2022 12:01 pm
- 17 Replies
- 10077 Views
- Last post by jb3
Tue Aug 16, 2022 11:34 am
-
- Choose Columns to Display Template Not Working
by acacia » Mon Aug 15, 2022 6:34 am
- 1 Replies
- 866 Views
- Last post by Mark
Mon Aug 15, 2022 8:58 am
-
- Incorrect calculating with a Sell of cash over $11,000
by ThomasK » Tue Aug 09, 2022 9:31 am
- 4 Replies
- 1576 Views
- Last post by Mark
Wed Aug 10, 2022 4:43 pm
-
- Cash Account Share Price not $1
by ZOO55 » Wed Aug 10, 2022 5:10 am
- 1 Replies
- 866 Views
- Last post by Mark
Wed Aug 10, 2022 9:48 am
-
- What is the safest way to select Currency in Investment Prop
by ThomasK » Tue Aug 09, 2022 9:53 am
- 2 Replies
- 1042 Views
- Last post by ThomasK
Wed Aug 10, 2022 5:47 am
-
- historical prices before date of purchase
by Erik » Wed Jul 27, 2022 6:30 am
- 2 Replies
- 1175 Views
- Last post by Erik
Wed Jul 27, 2022 12:11 pm
-
- Sub Portfolio
by abafamrda » Tue Jul 26, 2022 4:42 am
- 1 Replies
- 938 Views
- Last post by Mark
Tue Jul 26, 2022 3:26 pm
-
- New User - importing generic data
by FrogDog » Thu Feb 17, 2022 10:49 am
- 5 Replies
- 2141 Views
- Last post by Mark
Thu Jul 21, 2022 7:45 am
-
- How to do a spin off
by cah1942 » Mon Jul 18, 2022 9:28 pm
- 1 Replies
- 973 Views
- Last post by Mark
Tue Jul 19, 2022 7:35 am
-
- moving investments between folders
by Stefan » Sat Jul 16, 2022 12:45 pm
- 2 Replies
- 1114 Views
- Last post by Stefan
Sat Jul 16, 2022 5:46 pm
-
- Rebalance report
by John Lea » Fri Jul 08, 2022 2:21 pm
- 2 Replies
- 1146 Views
- Last post by John Lea
Sat Jul 09, 2022 2:51 am
-
- Name and symbol change
by raysk » Tue Jun 28, 2022 8:56 am
- 1 Replies
- 889 Views
- Last post by Mark
Tue Jun 28, 2022 9:34 am
-
- Other Error Reading Portfolio
by SteveP » Sat Jun 11, 2022 7:26 pm
- 4 Replies
- 1666 Views
- Last post by Mark
Sat Jun 18, 2022 2:26 pm
-
- How to record foreign exchange fees (or just upgrade)
by ThomasK » Thu Jun 16, 2022 3:18 pm
- 1 Replies
- 964 Views
- Last post by Mark
Sat Jun 18, 2022 1:56 pm
-
- Price retrival
by John Lea » Wed Jun 15, 2022 3:53 pm
- 2 Replies
- 1174 Views
- Last post by John Lea
Fri Jun 17, 2022 2:53 am
-
- signing into multiple accounts at once
by Mary Kennedy » Sat Jun 11, 2022 6:00 am
- 1 Replies
- 998 Views
- Last post by Mark
Sat Jun 11, 2022 4:46 pm
-
- Client portal - VIEW
by ManeeshAnneau » Thu Dec 09, 2021 11:47 pm
- 6 Replies
- 2695 Views
- Last post by Mark
Fri Jun 10, 2022 9:53 am
-
- Date Range keeps reverting to same date
by atari800mikey » Thu Jun 09, 2022 8:25 am
- 1 Replies
- 978 Views
- Last post by Mark
Thu Jun 09, 2022 9:08 am
-
- "maximum number of investments open"
by davepapaz » Sun May 15, 2022 4:41 pm
- 5 Replies
- 1946 Views
- Last post by davepapaz
Mon May 16, 2022 8:12 pm
-
- Scroll Button
by 4Profits » Thu May 12, 2022 8:50 am
- 2 Replies
- 1313 Views
- Last post by 4Profits
Fri May 13, 2022 5:01 am
-
- WIN 10 Glich with Upgrade
by pdgood » Fri May 06, 2022 8:00 am
- 6 Replies
- 2377 Views
- Last post by pdgood
Mon May 09, 2022 11:14 am
-
- Portfolio Strategy Notes
by AssetHound » Fri Apr 29, 2022 1:18 pm
- 1 Replies
- 1114 Views
- Last post by Mark
Fri Apr 29, 2022 7:07 pm
-
- Importing Positions from SEI
by webbdane » Fri Apr 29, 2022 12:24 pm
- 1 Replies
- 1001 Views
- Last post by Mark
Fri Apr 29, 2022 7:04 pm
-
- DISCA quotes fail
by jfscullion » Thu Apr 28, 2022 1:28 pm
- 1 Replies
- 1020 Views
- Last post by Mark
Thu Apr 28, 2022 3:46 pm
-
- Transfer module upgrade fails 255
by theobaldr » Thu Apr 28, 2022 7:06 am
- 1 Replies
- 981 Views
- Last post by Mark
Thu Apr 28, 2022 7:34 am
-
- Newly created portfolio (TDA-5213) doesn't show up in lost o
by Larry Harter » Tue Apr 19, 2022 5:36 pm
- 4 Replies
- 1656 Views
- Last post by Mark
Wed Apr 20, 2022 12:09 pm
-
- hOW TO PUT SAME TICKER SYMBOL IN DIFFERENT PORTFOLIOS
by Larry Harter » Tue Apr 19, 2022 5:08 pm
- 3 Replies
- 1365 Views
- Last post by Mark
Wed Apr 20, 2022 9:51 am
-
- How to Handle Cryptocurrency Gas Fees
by stevetone » Wed Apr 13, 2022 12:11 pm
- 2 Replies
- 1243 Views
- Last post by stevetone
Thu Apr 14, 2022 12:59 pm
-
- Cannot Install Upgrade
by El Wealtho » Mon Apr 11, 2022 7:01 pm
- 2 Replies
- 1199 Views
- Last post by Mark
Tue Apr 12, 2022 10:21 am
-
- Problem transferring FM to new computer
by cir » Sat Apr 09, 2022 8:07 am
- 4 Replies
- 1832 Views
- Last post by cir
Sun Apr 10, 2022 7:05 pm
Return to Board index
Who is online
Users browsing this forum: No registered users and 19 guests
Forum permissions
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum
|