Questions on using, creating, or understanding data in Fund Manager reports.
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- Simplified value report
by Robert A » Wed Jan 01, 2020 4:08 pm
- 2 Replies
- 1909 Views
- Last post by Robert A
Wed Jan 01, 2020 5:03 pm
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- % Gain Investment vs. ROI Yields
by TudorP » Fri Dec 20, 2019 12:27 pm
- 1 Replies
- 1778 Views
- Last post by Mark
Fri Dec 20, 2019 12:55 pm
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- %Gain-F (btw) in a user-defined field
by Djobydjoba » Sun Dec 08, 2019 7:02 am
- 5 Replies
- 2973 Views
- Last post by Djobydjoba
Sat Dec 14, 2019 11:49 pm
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- Confusion over CGT report calculation
 by Paul440 » Mon Dec 09, 2019 10:10 pm
- 2 Replies
- 1957 Views
- Last post by Paul440
Tue Dec 10, 2019 2:24 pm
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- Asset Type Detail
by elliots » Wed Nov 27, 2019 1:49 pm
- 3 Replies
- 2231 Views
- Last post by Mark
Thu Nov 28, 2019 8:59 am
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- Gain
by moonlighter » Thu Nov 21, 2019 1:54 pm
- 2 Replies
- 1928 Views
- Last post by moonlighter
Thu Nov 21, 2019 3:04 pm
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- Sorting
by moonlighter » Fri Nov 01, 2019 6:30 am
- 2 Replies
- 1814 Views
- Last post by moonlighter
Fri Nov 01, 2019 9:54 am
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- Exempting Securities from Management Fees.
by aviator » Wed Oct 30, 2019 7:29 am
- 5 Replies
- 2917 Views
- Last post by Mark
Thu Oct 31, 2019 8:34 am
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- Multiple filter?
by larryw » Sun Oct 20, 2019 9:26 am
- 1 Replies
- 1774 Views
- Last post by Mark
Sun Oct 20, 2019 10:48 am
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- Report columns misaligned
by Djobydjoba » Sat Oct 19, 2019 2:19 am
- 3 Replies
- 2489 Views
- Last post by Mark
Sun Oct 20, 2019 10:42 am
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- How to Modify Custom Report?
by nebfinfm » Sun Oct 20, 2019 2:54 am
- 1 Replies
- 1596 Views
- Last post by aviator
Sun Oct 20, 2019 9:13 am
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- Yield = NA
by VFP9Belgium » Tue Oct 15, 2019 11:15 pm
- 2 Replies
- 1955 Views
- Last post by VFP9Belgium
Thu Oct 17, 2019 11:50 pm
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- Position-traded money market fund
by dlevy » Thu Oct 17, 2019 9:19 am
- 2 Replies
- 1833 Views
- Last post by dlevy
Thu Oct 17, 2019 10:19 am
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- Empty Sub-account shows on Portfolio Values Report
by elliots » Tue Oct 15, 2019 8:34 am
- 4 Replies
- 2523 Views
- Last post by Mark
Wed Oct 16, 2019 9:24 am
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- Executive Summary in 2020 Beta
by paulk » Fri Sep 20, 2019 4:54 am
- 5 Replies
- 3062 Views
- Last post by paulk
Fri Oct 11, 2019 10:46 am
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- Strategy
by Gottfried » Thu Oct 10, 2019 4:14 am
- 1 Replies
- 1931 Views
- Last post by Mark
Thu Oct 10, 2019 11:09 am
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- Income Schedule, Feedback.
by aviator » Mon Oct 07, 2019 11:41 am
- 3 Replies
- 2335 Views
- Last post by Mark
Tue Oct 08, 2019 7:29 am
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- Calculations
by 4MoreProfits » Mon Oct 07, 2019 7:07 am
- 2 Replies
- 1765 Views
- Last post by Mark
Mon Oct 07, 2019 9:02 am
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- Reporting ending termm deposit
by Jarmila » Mon Oct 22, 2018 4:30 am
- 8 Replies
- 4537 Views
- Last post by twj332
Sun Oct 06, 2019 4:31 pm
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- Display All Positions
by oyz79 » Sun Jun 04, 2017 8:53 pm
- 5 Replies
- 4003 Views
- Last post by Mark
Tue Oct 01, 2019 9:04 am
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- %Gain-F / Basic Points
by Djobydjoba » Fri Mar 09, 2018 8:32 am
- 9 Replies
- 5902 Views
- Last post by Djobydjoba
Sun Sep 22, 2019 3:08 am
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- Rebalance REport ISsue
by paulk » Thu Aug 22, 2019 5:39 am
- 5 Replies
- 3224 Views
- Last post by Mark
Thu Aug 22, 2019 10:12 am
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- Fidelity fee reporting vs FM portfolio reports
by MartyP » Tue Feb 12, 2019 11:32 am
- 8 Replies
- 5233 Views
- Last post by MartyP
Tue Jul 30, 2019 10:50 am
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- holding as a percentage
by alpappy » Sun Jul 07, 2019 12:46 am
- 1 Replies
- 1696 Views
- Last post by Mark
Sun Jul 07, 2019 7:26 am
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- Sorting out total growth
by Mary Kennedy » Thu Jun 27, 2019 11:06 am
- 10 Replies
- 5208 Views
- Last post by Mark
Wed Jul 03, 2019 7:38 am
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- Capital Gains report missing LT Cap Gain?
by jstolzen » Sat Jun 15, 2019 5:04 am
- 2 Replies
- 2037 Views
- Last post by jstolzen
Sat Jun 15, 2019 8:27 am
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- Group name header
by Djobydjoba » Sat Jun 08, 2019 8:33 am
- 1 Replies
- 1770 Views
- Last post by Mark
Sat Jun 08, 2019 2:09 pm
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- return with dividends reinvested
by sspeed » Wed Jun 05, 2019 5:56 am
- 2 Replies
- 2145 Views
- Last post by Mark
Wed Jun 05, 2019 8:51 am
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- Portfolio ROI
by csharin » Sun Jun 02, 2019 5:27 pm
- 2 Replies
- 1990 Views
- Last post by csharin
Sun Jun 02, 2019 6:52 pm
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- nz tax
by alpappy » Fri May 17, 2019 5:18 pm
- 1 Replies
- 1619 Views
- Last post by Mark
Fri May 17, 2019 5:24 pm
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- Date range names
by Djobydjoba » Thu May 16, 2019 12:28 pm
- 1 Replies
- 1773 Views
- Last post by Mark
Thu May 16, 2019 12:39 pm
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- Portfolio performance report- help
by prasannainv » Tue May 14, 2019 5:37 am
- 6 Replies
- 4518 Views
- Last post by prasannainv
Tue May 14, 2019 4:48 pm
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- Portfolio Performance report "Invested" total incorrect
by jstolzen » Sat May 04, 2019 5:07 am
- 8 Replies
- 4358 Views
- Last post by Mark
Mon May 06, 2019 8:31 pm
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- What report metrics make sense for a retail investor?
by jboxman » Sun Apr 28, 2019 12:49 pm
- 1 Replies
- 2322 Views
- Last post by Mark
Sun Apr 28, 2019 1:49 pm
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- show fund-fund xfrs separately from $ out in perf report
by tomseeley » Wed Apr 24, 2019 8:29 am
- 2 Replies
- 2152 Views
- Last post by tomseeley
Fri Apr 26, 2019 8:22 am
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- Executive Summary.
by aviator » Mon Apr 22, 2019 12:29 pm
- 4 Replies
- 2595 Views
- Last post by Mark
Mon Apr 22, 2019 4:08 pm
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- Payment amount per share.
by divinest » Sat Apr 20, 2019 7:34 am
- 2 Replies
- 1891 Views
- Last post by divinest
Sat Apr 20, 2019 7:58 am
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- Realised gain error in custom
by alpappy » Sun Feb 14, 2016 2:51 am
- 10 Replies
- 5829 Views
- Last post by Mark
Mon Apr 15, 2019 3:20 pm
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- ROI Yield Report periods
by tomseeley » Tue Apr 09, 2019 7:25 am
- 1 Replies
- 1636 Views
- Last post by Mark
Tue Apr 09, 2019 3:56 pm
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- Lost Batch Printing Client List in Cloud Mode
by erlconsult » Fri Mar 29, 2019 8:05 am
- 5 Replies
- 3167 Views
- Last post by Mark
Fri Mar 29, 2019 5:52 pm
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- Invest Transaction Report that shows how trades were matched
by heidiasst » Wed Mar 27, 2019 10:51 am
- 1 Replies
- 1570 Views
- Last post by Mark
Wed Mar 27, 2019 3:06 pm
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- Yields showing up as NA
by gmonteferrante » Sun Mar 17, 2019 5:42 am
- 2 Replies
- 2060 Views
- Last post by gmonteferrante
Sun Mar 17, 2019 10:02 am
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- printing Account Description fields
by Houstonwb » Mon Mar 11, 2019 3:19 pm
- 1 Replies
- 1641 Views
- Last post by Mark
Mon Mar 11, 2019 4:12 pm
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- tracking gains
by alpappy » Sun Mar 10, 2019 6:38 pm
- 2 Replies
- 1906 Views
- Last post by alpappy
Mon Mar 11, 2019 1:20 pm
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- Tracking RRSP contributions
by timbro » Sun Mar 10, 2019 11:17 am
- 2 Replies
- 1951 Views
- Last post by timbro
Sun Mar 10, 2019 3:18 pm
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- Investment Goal Report
by LungDoc » Tue Feb 26, 2019 8:31 am
- 4 Replies
- 3456 Views
- Last post by LungDoc
Wed Mar 06, 2019 4:28 am
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- Comparing long-term holdings
by Mary Kennedy » Tue Feb 26, 2019 10:42 am
- 2 Replies
- 1956 Views
- Last post by Mary Kennedy
Thu Feb 28, 2019 6:03 am
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- Open Lot Report - Dividends spilling over into ex-div. lots
by sushi512 » Sun Feb 24, 2019 12:21 am
- 2 Replies
- 1984 Views
- Last post by sushi512
Mon Feb 25, 2019 10:50 am
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- Portfolio Value List by Symbol (filter) exclude
by divinest » Fri Feb 15, 2019 6:15 pm
- 6 Replies
- 3301 Views
- Last post by divinest
Sat Feb 16, 2019 10:48 am
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- Exclude Investments?
by larryw » Tue Feb 05, 2019 4:43 pm
- 7 Replies
- 4804 Views
- Last post by larryw
Sat Feb 09, 2019 9:35 am
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