Questions on using, creating, or understanding data in Fund Manager reports.
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- Tax rlz gain not reporting
by pstead » Tue Feb 22, 2022 5:48 am
- 2 Replies
- 1961 Views
- Last post by pstead
Wed Feb 23, 2022 1:36 am
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- portfolio PE
by getrich » Mon Feb 21, 2022 11:02 pm
- 1 Replies
- 1665 Views
- Last post by Mark
Tue Feb 22, 2022 7:16 am
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- Need help understand long term capital gains
by larryw » Mon Feb 14, 2022 4:22 pm
- 1 Replies
- 2138 Views
- Last post by Mark
Mon Feb 14, 2022 4:30 pm
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- CSV settings on export
by Vandring » Fri Feb 04, 2022 2:44 am
- 3 Replies
- 2340 Views
- Last post by Mark
Sat Feb 05, 2022 7:34 am
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- Report Calculations
by AssetHound » Wed Jan 26, 2022 11:03 am
- 3 Replies
- 2353 Views
- Last post by AssetHound
Tue Feb 01, 2022 3:14 pm
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- Report only cash transfers to external bank account
by Good_Vibe » Tue Jan 11, 2022 12:13 pm
- 6 Replies
- 3295 Views
- Last post by Good_Vibe
Thu Jan 13, 2022 3:53 pm
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- Checking Report - Custom Settings
 by ThomasK » Thu Jan 13, 2022 11:32 am
- 1 Replies
- 1686 Views
- Last post by Mark
Thu Jan 13, 2022 1:39 pm
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- Divider line in repotts
by Caiphus » Sun Jan 24, 2021 3:20 pm
- 3 Replies
- 2864 Views
- Last post by Mark
Thu Jan 13, 2022 1:33 pm
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- Custom Report use of OOP basis (end) vs OOP-C basis (end)
by ThomasK » Mon Dec 20, 2021 11:31 am
- 3 Replies
- 2130 Views
- Last post by Mark
Fri Jan 07, 2022 1:28 pm
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- One Investment Will Not Total
by gkant » Mon Jan 03, 2022 9:03 am
- 2 Replies
- 1784 Views
- Last post by gkant
Mon Jan 03, 2022 9:43 am
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- Reordering/removing columns
by Vandring » Sun Jan 02, 2022 5:07 am
- 1 Replies
- 1401 Views
- Last post by Mark
Sun Jan 02, 2022 6:25 am
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- Benchmark reports - How to properly setup?
by jstolzen » Thu Dec 23, 2021 9:36 am
- 9 Replies
- 5549 Views
- Last post by Mark
Thu Dec 23, 2021 6:03 pm
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- Printing reports blank
by flight » Sat Dec 31, 2016 11:55 am
- 13 Replies
- 7438 Views
- Last post by matteopeo
Mon Dec 20, 2021 10:04 pm
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- Custom report - price per share and gain per share
by ThomasK » Mon Dec 20, 2021 12:27 pm
- 1 Replies
- 1420 Views
- Last post by Mark
Mon Dec 20, 2021 1:23 pm
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- Redundant subtotals
by av8rdave » Sat Aug 25, 2018 11:08 am
- 12 Replies
- 8688 Views
- Last post by osinv
Fri Nov 26, 2021 11:53 pm
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- Portfolio properties report
by Vandring » Wed Oct 27, 2021 3:22 am
- 3 Replies
- 2169 Views
- Last post by Mark
Mon Nov 15, 2021 8:49 am
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- total distributions
by cbenenax » Mon Oct 25, 2021 10:02 pm
- 3 Replies
- 1969 Views
- Last post by Mark
Tue Oct 26, 2021 9:06 am
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- Price/value report problem
by Robert A » Tue Oct 19, 2021 4:18 pm
- 2 Replies
- 4417 Views
- Last post by Robert A
Wed Oct 20, 2021 2:22 pm
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- currency gain loss
by alpappy » Mon Oct 18, 2021 2:45 pm
- 1 Replies
- 1704 Views
- Last post by Mark
Mon Oct 18, 2021 3:22 pm
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- Negative Dividends
by chris319 » Sat Oct 16, 2021 2:28 pm
- 1 Replies
- 1754 Views
- Last post by Mark
Sun Oct 17, 2021 11:12 am
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- Share Price percentage gain.
by Sterling Silver » Sat Apr 07, 2012 5:08 am
- 9 Replies
- 5911 Views
- Last post by Mark
Wed Oct 13, 2021 10:28 am
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- basic percent change of price
by Bruce » Tue Sep 21, 2021 10:14 am
- 1 Replies
- 1906 Views
- Last post by Mark
Tue Sep 21, 2021 4:08 pm
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- Capital Gains incorporate fees and costs
by kosmicmisfit » Sat Sep 18, 2021 8:39 am
- 7 Replies
- 3515 Views
- Last post by Mark
Mon Sep 20, 2021 11:26 am
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- Portfolio Performance Report - Reinvested dividends
by johnkirin » Tue Aug 31, 2021 6:19 pm
- 2 Replies
- 2132 Views
- Last post by johnkirin
Wed Sep 01, 2021 4:05 pm
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- How to "Hide" a Cash Position in a Hidden Sub Portfolio??
by heidiasst » Tue Aug 24, 2021 7:54 am
- 8 Replies
- 4600 Views
- Last post by Djobydjoba
Fri Aug 27, 2021 1:58 pm
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- FX USD to GBO Conversion for Capital Gains report
by kosmicmisfit » Tue Aug 24, 2021 9:38 am
- 3 Replies
- 2480 Views
- Last post by Mark
Wed Aug 25, 2021 3:42 pm
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- Open Lot's Report
by rdg » Mon Aug 16, 2021 1:02 pm
- 5 Replies
- 3076 Views
- Last post by Mark
Sun Aug 22, 2021 11:02 pm
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- New 52wk Highs/Lows report
by Traveller » Tue Jul 13, 2021 6:41 am
- 1 Replies
- 2172 Views
- Last post by Mark
Tue Jul 13, 2021 3:45 pm
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- calculations from spinoffs
by Mary Kennedy » Wed May 12, 2021 1:21 pm
- 5 Replies
- 5039 Views
- Last post by Mary Kennedy
Fri May 14, 2021 6:59 am
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- Mild Vison Problems
by DavidJ » Mon Apr 26, 2021 8:22 am
- 3 Replies
- 2418 Views
- Last post by DavidJ
Wed Apr 28, 2021 11:01 am
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- Captial Gains Report - Personal Version
by surendar jeyadev » Sun Apr 18, 2021 4:10 pm
- 5 Replies
- 2880 Views
- Last post by Mark
Wed Apr 21, 2021 8:34 am
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- report on currency gain loss
by alpappy » Wed Feb 24, 2021 10:19 pm
- 3 Replies
- 2698 Views
- Last post by Mark
Thu Apr 15, 2021 9:38 am
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- Report doesn't list a position
by frankpazulski » Tue Apr 13, 2021 11:21 am
- 2 Replies
- 1894 Views
- Last post by frankpazulski
Wed Apr 14, 2021 5:43 am
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- Vertical Lines during mouse hover
by SteveP » Tue Apr 13, 2021 4:31 pm
- 2 Replies
- 1847 Views
- Last post by Mark
Tue Apr 13, 2021 5:12 pm
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- Batch Printing Errors
by mcrews » Fri Mar 19, 2021 10:27 am
- 8 Replies
- 3975 Views
- Last post by Mark
Mon Apr 12, 2021 5:13 pm
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- Capital Gains: Specific Lots Grouping
by Vandring » Fri Apr 09, 2021 12:12 am
- 1 Replies
- 1608 Views
- Last post by Mark
Fri Apr 09, 2021 7:16 am
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- Parent Account Number repeating for Linked Portfolios
by Allan » Tue Mar 23, 2021 6:08 am
- 1 Replies
- 1618 Views
- Last post by Mark
Tue Mar 23, 2021 9:39 am
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- Monthly vrs Quarterly Performance Report
by cir » Thu May 04, 2017 5:42 am
- 3 Replies
- 2786 Views
- Last post by Mark
Mon Mar 22, 2021 3:42 pm
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- Custom Report - comparing date fields in an IF Function
by Allan » Fri Mar 19, 2021 5:58 am
- 4 Replies
- 2371 Views
- Last post by Allan
Fri Mar 19, 2021 5:11 pm
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- Portfolio Change Report
by ballardian » Fri Mar 05, 2021 8:51 am
- 6 Replies
- 3257 Views
- Last post by Mark
Sat Mar 13, 2021 10:52 am
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- TWR, Transactions, and Graph
by ballardian » Wed Mar 10, 2021 8:44 am
- 8 Replies
- 4115 Views
- Last post by ballardian
Thu Mar 11, 2021 2:05 pm
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- Portfolio Editor Templates
by John Lea » Fri Mar 05, 2021 2:34 pm
- 14 Replies
- 5620 Views
- Last post by Mark
Tue Mar 09, 2021 7:11 am
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- Column widths
by 4MoreProfits » Thu Mar 04, 2021 7:37 am
- 1 Replies
- 1565 Views
- Last post by Mark
Thu Mar 04, 2021 9:17 am
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- Report of Closed Stocks
by Ilikemybu » Thu Feb 25, 2021 9:14 am
- 3 Replies
- 2206 Views
- Last post by Mark
Sun Feb 28, 2021 10:48 am
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- Income Schedule
by dlevy » Thu Feb 25, 2021 11:36 am
- 1 Replies
- 1590 Views
- Last post by Mark
Fri Feb 26, 2021 10:07 am
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- Monthly Performance report basic question
by gbfabiani » Tue Feb 16, 2021 8:17 am
- 1 Replies
- 1588 Views
- Last post by Mark
Tue Feb 16, 2021 10:49 am
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- OpenLots/SpecLots report: Most values N.A. ???
by rlaggren » Sun Feb 14, 2021 4:29 pm
- 3 Replies
- 2068 Views
- Last post by Mark
Tue Feb 16, 2021 10:38 am
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- Totaling a custom defined number field
by koudser » Fri Feb 12, 2021 1:32 pm
- 1 Replies
- 1523 Views
- Last post by Mark
Fri Feb 12, 2021 6:08 pm
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- Solution to Track Newletter Reco Performance
by Ilikemybu » Sun Feb 07, 2021 1:13 pm
- 3 Replies
- 2239 Views
- Last post by Mark
Mon Feb 08, 2021 3:10 pm
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- 3m Yield
by alan green » Thu Feb 04, 2021 10:11 am
- 7 Replies
- 3387 Views
- Last post by Mark
Fri Feb 05, 2021 5:11 pm
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