Questions on using, creating, or understanding data in Fund Manager reports.
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- Back to a PC and having to redo our memorized reports
by heidiasst » Fri Dec 21, 2018 2:52 pm
- 2 Replies
- 1716 Views
- Last post by heidiasst
Mon Dec 24, 2018 8:01 am
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- Question about Portfolio Performance Report
 by ACuriousInvestor » Thu Nov 15, 2018 7:55 am
- 10 Replies
- 4436 Views
- Last post by ACuriousInvestor
Wed Dec 19, 2018 4:43 pm
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- Performance Report
by Gottfried » Thu Dec 13, 2018 9:18 am
- 3 Replies
- 2067 Views
- Last post by Mark
Fri Dec 14, 2018 9:06 am
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- User-Defined Field Equation?
by ACuriousInvestor » Tue Dec 11, 2018 6:03 pm
- 2 Replies
- 1823 Views
- Last post by ACuriousInvestor
Wed Dec 12, 2018 5:30 pm
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- Updating Price of securities
by reddragon » Wed Jan 18, 2017 2:09 pm
- 19 Replies
- 13351 Views
- Last post by Mark
Wed Dec 12, 2018 9:09 am
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- Unannualized ROI
by cir » Mon Dec 10, 2018 12:22 pm
- 1 Replies
- 1492 Views
- Last post by Mark
Tue Dec 11, 2018 9:50 am
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- Monthly Performance
by divinest » Sat Nov 17, 2018 4:13 pm
- 1 Replies
- 1599 Views
- Last post by Mark
Sun Nov 18, 2018 2:33 pm
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- Report run date?
by cir » Wed Nov 14, 2018 1:11 pm
- 3 Replies
- 2094 Views
- Last post by Mark
Wed Nov 14, 2018 3:18 pm
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- Report of Portfolio Value
by henrikk » Thu Nov 08, 2018 2:25 pm
- 1 Replies
- 1553 Views
- Last post by Mark
Fri Nov 09, 2018 7:45 am
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- alpha
by Mary Kennedy » Sat Oct 27, 2018 8:18 am
- 8 Replies
- 5002 Views
- Last post by Mary Kennedy
Wed Nov 07, 2018 1:06 pm
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- Keyboard shortcut for closing a report
by divinest » Fri Nov 02, 2018 6:45 pm
- 1 Replies
- 1520 Views
- Last post by Mark
Sat Nov 03, 2018 9:16 am
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- Report totals do not add up?
by Jimbo » Mon Oct 29, 2018 7:58 am
- 2 Replies
- 1954 Views
- Last post by Jimbo
Tue Oct 30, 2018 7:22 am
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- Gain column question
by larryw » Thu Oct 25, 2018 4:45 pm
- 3 Replies
- 2273 Views
- Last post by Mark
Fri Oct 26, 2018 10:02 am
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- Calculated Column Sub-Totals
by AssetHound » Mon Oct 08, 2018 11:44 am
- 1 Replies
- 1653 Views
- Last post by Mark
Mon Oct 08, 2018 3:58 pm
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- custom columns in portfolio editor view
by Nick » Sun Sep 09, 2018 8:19 pm
- 10 Replies
- 5019 Views
- Last post by Mark
Mon Sep 17, 2018 8:32 am
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- Lost Client List for Batch Printing
by ricbertsch » Tue Sep 04, 2018 7:49 am
- 8 Replies
- 4091 Views
- Last post by ricbertsch
Tue Sep 04, 2018 3:43 pm
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- Open Lots Report and ETF Splits
by ACuriousInvestor » Sun Sep 02, 2018 3:01 pm
- 2 Replies
- 1892 Views
- Last post by ACuriousInvestor
Mon Sep 03, 2018 8:59 am
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- dividend info
by JeanneMarie » Wed Aug 29, 2018 2:23 pm
- 1 Replies
- 1559 Views
- Last post by Mark
Wed Aug 29, 2018 2:55 pm
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- Fund Sharpe ratio
by Nick » Tue Aug 21, 2018 2:12 am
- 2 Replies
- 1898 Views
- Last post by Nick
Tue Aug 21, 2018 3:33 pm
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- historical daily mark to market report?
by darrell » Mon Aug 20, 2018 7:56 am
- 9 Replies
- 4369 Views
- Last post by Mark
Tue Aug 21, 2018 9:37 am
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- Reports recalculated twice with Apply button
by Djobydjoba » Thu Jul 26, 2018 11:41 am
- 2 Replies
- 2013 Views
- Last post by Mark
Thu Jul 26, 2018 2:04 pm
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- Batch reports - pdf quality
by advizer » Thu Jul 12, 2018 2:09 pm
- 1 Replies
- 1941 Views
- Last post by Mark
Thu Jul 12, 2018 2:21 pm
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- Executive Summary Portfolio Allocation Graph
by ricbertsch » Thu Jul 05, 2018 5:59 am
- 2 Replies
- 1808 Views
- Last post by ricbertsch
Thu Jul 05, 2018 9:09 am
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- ROI - Annualized + Unanualized
by cir » Wed Jul 04, 2018 7:00 am
- 1 Replies
- 1462 Views
- Last post by Mark
Wed Jul 04, 2018 9:48 am
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- Report based on Settle date
by larryw » Thu Jun 21, 2018 9:14 am
- 3 Replies
- 2273 Views
- Last post by Mark
Thu Jun 21, 2018 12:12 pm
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- Trouble shooting Performance Report
by mcrews » Mon Jun 11, 2018 12:44 pm
- 8 Replies
- 4106 Views
- Last post by mcrews
Wed Jun 13, 2018 9:42 am
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- List of Allocation Targets
by ricbertsch » Mon Jun 11, 2018 10:30 am
- 3 Replies
- 2145 Views
- Last post by Mark
Mon Jun 11, 2018 11:34 am
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- Reports/ Time Weighted Return
by reddragon » Thu May 05, 2016 9:58 am
- 5 Replies
- 3427 Views
- Last post by Mark
Mon May 14, 2018 8:03 pm
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- Investment Transaction report question
by larryw » Thu May 10, 2018 10:06 am
- 4 Replies
- 2511 Views
- Last post by larryw
Thu May 10, 2018 6:14 pm
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- Monthly Dividend Report
by larryw » Thu Mar 29, 2018 11:03 am
- 9 Replies
- 4745 Views
- Last post by Mark
Sat May 05, 2018 9:19 am
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- Notes field in custom report
by divinest » Sun Apr 29, 2018 3:58 pm
- 6 Replies
- 3514 Views
- Last post by divinest
Sun Apr 29, 2018 4:33 pm
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- Combining Investments for Capital Gains
by safexharbour » Tue Apr 24, 2018 8:27 am
- 3 Replies
- 2296 Views
- Last post by Mark
Wed Apr 25, 2018 7:10 am
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- Portfolio Performance Report
by dbender54 » Tue Apr 10, 2018 5:59 pm
- 1 Replies
- 1557 Views
- Last post by Mark
Tue Apr 10, 2018 6:32 pm
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- Adding a Column to a Standard Report
by ACuriousInvestor » Sat Apr 07, 2018 11:13 am
- 1 Replies
- 1469 Views
- Last post by data8504
Sat Apr 07, 2018 11:19 pm
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- Only the amount invested in the stock
by ThomasK » Sat Mar 24, 2018 8:08 pm
- 3 Replies
- 2245 Views
- Last post by Mark
Mon Mar 26, 2018 6:43 pm
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- Error in calculation of "Avg purchase price-C (end)"?
by cbenenax » Mon Mar 12, 2018 6:58 pm
- 1 Replies
- 1554 Views
- Last post by Mark
Tue Mar 13, 2018 4:03 pm
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- Include Only Transactions With Memo Contents (Inv Txn Rpt)
by divinest » Sun Mar 11, 2018 7:48 am
- 1 Replies
- 1446 Views
- Last post by Mark
Mon Mar 12, 2018 2:51 pm
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- Dividend Increase % and Amount
by divinest » Sat Mar 03, 2018 6:42 am
- 8 Replies
- 4917 Views
- Last post by Mark
Mon Mar 05, 2018 11:16 am
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- Running a report with same security in mutliple portfolios
by flight » Fri Aug 25, 2017 4:35 pm
- 5 Replies
- 3141 Views
- Last post by Mark
Tue Feb 20, 2018 7:40 am
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- Portfolio Value currency issue (ZAR)
by CrazyindianZA » Sun Feb 18, 2018 1:45 pm
- 2 Replies
- 1925 Views
- Last post by CrazyindianZA
Mon Feb 19, 2018 2:45 pm
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- Custom field for the report total
by divinest » Sat Feb 17, 2018 11:21 am
- 5 Replies
- 2859 Views
- Last post by divinest
Mon Feb 19, 2018 10:13 am
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- Abbreviation questions
by MartyP » Thu Feb 08, 2018 10:38 am
- 2 Replies
- 1928 Views
- Last post by MartyP
Sat Feb 10, 2018 12:05 am
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- Columns misaligned
by Robert A » Tue Feb 06, 2018 10:36 am
- 7 Replies
- 3557 Views
- Last post by Mark
Wed Feb 07, 2018 6:44 pm
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- Custom Report field
by divinest » Wed Feb 07, 2018 8:05 am
- 4 Replies
- 2539 Views
- Last post by divinest
Wed Feb 07, 2018 9:57 am
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- Investment performance
by rupertpage » Tue Feb 06, 2018 4:03 pm
- 4 Replies
- 2571 Views
- Last post by Mark
Tue Feb 06, 2018 5:13 pm
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- *Some* Hidden Investments Appearing in Report ...
by El Wealtho » Tue Feb 06, 2018 6:25 am
- 1 Replies
- 1501 Views
- Last post by Mark
Tue Feb 06, 2018 10:06 am
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- income schedule report
by lichtgg » Thu Feb 01, 2018 6:54 am
- 1 Replies
- 1483 Views
- Last post by Mark
Thu Feb 01, 2018 8:29 am
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- Scrolling in reports
by Djobydjoba » Sun Jan 28, 2018 11:46 am
- 1 Replies
- 1530 Views
- Last post by Mark
Tue Jan 30, 2018 8:56 am
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- currencies / indices in reports
by Erik » Sun Jan 28, 2018 3:38 pm
- 1 Replies
- 1416 Views
- Last post by Erik
Sun Jan 28, 2018 4:03 pm
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- convert number to date in custom report
by Erik » Sun Jan 28, 2018 7:34 am
- 2 Replies
- 1708 Views
- Last post by Erik
Sun Jan 28, 2018 12:34 pm
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