Questions on using, creating, or understanding data in Fund Manager reports.
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- Negative Dividends
by chris319 » Sat Oct 16, 2021 2:28 pm
- 1 Replies
- 1535 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
- 5263 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
- 1688 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
- 2984 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
- 1913 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
- 4086 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
- 2178 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
- 2790 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
- 1951 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
- 2920 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
- 2103 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
- 2549 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
- 2258 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
- 1668 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
- 1628 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
- 3406 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
- 1429 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
- 1408 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
- 2504 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
- 2014 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
- 2705 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
- 3273 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
- 4752 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
- 1373 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
- 1873 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
- 1371 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
- 1401 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
- 1800 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
- 1370 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
- 1947 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
- 2901 Views
- Last post by Mark
Fri Feb 05, 2021 5:11 pm
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- Sub Portfolios
by csharin » Thu Feb 04, 2021 1:39 pm
- 1 Replies
- 1448 Views
- Last post by Mark
Thu Feb 04, 2021 1:41 pm
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- Time-weighted Return Report shows ROI data
by Tom Kehrwald » Sat Jan 30, 2021 11:39 am
- 3 Replies
- 1806 Views
- Last post by Mark
Mon Feb 01, 2021 2:41 pm
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- Issue after updating the latest quote module
by prasannainv » Thu Jan 28, 2021 7:19 am
- 7 Replies
- 2699 Views
- Last post by Mark
Thu Jan 28, 2021 12:51 pm
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- Report Filters
by gmow » Wed Jan 13, 2021 11:56 am
- 1 Replies
- 1560 Views
- Last post by Mark
Wed Jan 13, 2021 12:04 pm
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- Change of value
by french fries » Sat Jan 09, 2021 1:23 pm
- 1 Replies
- 1346 Views
- Last post by Mark
Sun Jan 10, 2021 8:52 am
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- S&P performance on the Executive summary
by prasannainv » Sun Jan 10, 2021 4:26 am
- 1 Replies
- 1334 Views
- Last post by Mark
Sun Jan 10, 2021 8:48 am
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- Sorted performance Report
by 4MoreProfits » Wed Dec 30, 2020 6:39 am
- 1 Replies
- 1396 Views
- Last post by Mark
Wed Dec 30, 2020 9:18 am
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- Adding portfolio name and end date to custom report column
by NickyB » Thu Feb 05, 2015 1:35 pm
- 3 Replies
- 2485 Views
- Last post by Mark
Sun Dec 13, 2020 11:00 am
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- Investment Performance.
by rudolfr » Thu Dec 10, 2020 7:31 pm
- 1 Replies
- 1409 Views
- Last post by Mark
Fri Dec 11, 2020 9:40 am
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- History of current investments
by cbenenax » Tue Nov 24, 2020 3:04 pm
- 1 Replies
- 1599 Views
- Last post by Mark
Tue Nov 24, 2020 3:21 pm
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- Date Settings in Custom report are not correctly saved
by wiener30 » Wed Nov 18, 2020 12:38 pm
- 2 Replies
- 1659 Views
- Last post by wiener30
Wed Nov 18, 2020 1:37 pm
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- Asset (and Sector) Allocation Report Filtering Capability?
by B2B_Investing » Sat Nov 14, 2020 5:13 am
- 1 Replies
- 1414 Views
- Last post by Mark
Sat Nov 14, 2020 9:42 am
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- 2 Sided Report?
by heidiasst » Tue Nov 10, 2020 10:02 am
- 3 Replies
- 1766 Views
- Last post by Mark
Tue Nov 10, 2020 10:12 am
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- ROI Calucations shown for sub-portfolio, but not individual
by surendar jeyadev » Fri Nov 06, 2020 7:34 pm
- 1 Replies
- 1369 Views
- Last post by Mark
Sat Nov 07, 2020 11:46 am
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- Transaction TIME?
by drwehby » Tue Nov 03, 2020 6:28 am
- 5 Replies
- 1889 Views
- Last post by drwehby
Tue Nov 03, 2020 10:36 am
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- Add column to existing reports
by nebfinfm » Fri Oct 23, 2020 2:12 am
- 1 Replies
- 1153 Views
- Last post by Mark
Fri Oct 23, 2020 9:09 am
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- Money Market Showing negative return
by reddragon » Wed Jun 08, 2016 11:50 am
- 17 Replies
- 8776 Views
- Last post by Mark
Wed Oct 14, 2020 8:42 am
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- Montly portfolio performance in dollars
by roadjackson » Mon Oct 12, 2020 2:16 pm
- 1 Replies
- 1092 Views
- Last post by Mark
Mon Oct 12, 2020 3:37 pm
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- Fee Report by Fund and Account
by WeekendRider » Wed Oct 07, 2020 6:49 am
- 12 Replies
- 3686 Views
- Last post by Mark
Fri Oct 09, 2020 2:33 pm
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