Questions on using, creating, or understanding data in Fund Manager reports.
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- Benchmark reports - How to properly setup?
by jstolzen » Thu Dec 23, 2021 9:36 am
- 9 Replies
- 3627 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
- 6969 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
- 1327 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
- 8288 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
- 2037 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
- 1855 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
- 4324 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
- 1612 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
- 1670 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
- 5637 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
- 1799 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
- 3290 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
- 2030 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
- 4356 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
- 2354 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
- 2958 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
- 2081 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
- 3197 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
- 2277 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
- 2743 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
- 2528 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
- 1800 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
- 1758 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
- 3752 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
- 1532 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
- 1527 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
- 2666 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
- 2230 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
- 3049 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
- 3819 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
- 5279 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
- 1478 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
- 2070 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
- 1495 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
- 1528 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
- 1974 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
- 1459 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
- 2135 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
- 3231 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
- 1568 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
- 1954 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
- 2970 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
- 1654 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
- 1433 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
- 1438 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
- 1486 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
- 2639 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
- 1507 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
- 1713 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
- 1783 Views
- Last post by wiener30
Wed Nov 18, 2020 1:37 pm
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