Questions on using, creating, or understanding data in Fund Manager reports.
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- Distribution with account fee question
by larryw » Fri Jul 28, 2017 7:56 pm
- 13 Replies
- 6041 Views
- Last post by Mark
Tue Aug 08, 2017 9:31 am
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- Sum Symbols/Investments across portfolios
by markr » Mon Aug 07, 2017 8:26 pm
- 1 Replies
- 1459 Views
- Last post by Mark
Mon Aug 07, 2017 9:00 pm
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- Portfolio Performance Column Totals
by AssetHound » Fri Jul 28, 2017 10:39 am
- 1 Replies
- 1505 Views
- Last post by Mark
Sat Jul 29, 2017 9:38 am
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- Faulty sum for total portfolio value
 by Mary Kennedy » Wed Jul 19, 2017 12:01 pm
- 3 Replies
- 1990 Views
- Last post by Mark
Sat Jul 22, 2017 4:56 pm
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- Smoothing Over Account Transfer
by SteveP » Tue Jul 18, 2017 3:02 pm
- 10 Replies
- 5626 Views
- Last post by Mark
Wed Jul 19, 2017 3:43 pm
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- moving files
by Mary Kennedy » Wed Jul 12, 2017 7:56 am
- 1 Replies
- 1533 Views
- Last post by Mark
Wed Jul 12, 2017 8:55 am
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- Performance gross and net of management fees
by cir » Sat Jul 09, 2016 7:56 am
- 7 Replies
- 3537 Views
- Last post by Mark
Fri Jul 07, 2017 7:56 am
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- Default Cash Account Balance
by adrianrees » Fri Jun 30, 2017 6:10 pm
- 1 Replies
- 1467 Views
- Last post by Mark
Fri Jun 30, 2017 6:40 pm
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- Management Fee Report Display
by ricbertsch » Tue Jun 27, 2017 10:43 am
- 2 Replies
- 1730 Views
- Last post by ricbertsch
Tue Jun 27, 2017 11:25 am
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- Reports with Starting and Ending Dates
by ricbertsch » Mon May 08, 2017 1:11 pm
- 4 Replies
- 2545 Views
- Last post by Mark
Mon May 08, 2017 1:53 pm
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- Asset Allocation Report Amount Invested
by ricbertsch » Fri May 05, 2017 12:45 pm
- 1 Replies
- 1431 Views
- Last post by Mark
Fri May 05, 2017 1:10 pm
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- Executive Summary, Withdrawals and Fees
by ricbertsch » Fri May 05, 2017 12:13 pm
- 1 Replies
- 1374 Views
- Last post by Mark
Fri May 05, 2017 12:47 pm
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- Report Cover Sheet
by ricbertsch » Wed Apr 12, 2017 1:45 pm
- 6 Replies
- 3671 Views
- Last post by Mark
Thu May 04, 2017 8:43 am
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- Portfolio Value
by 4Profits » Mon May 01, 2017 7:00 am
- 4 Replies
- 2432 Views
- Last post by 4Profits
Mon May 01, 2017 2:44 pm
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- Custom Report Problem
by elliots » Wed Apr 19, 2017 9:12 am
- 1 Replies
- 1455 Views
- Last post by Mark
Wed Apr 19, 2017 9:45 am
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- Executive Summary
by ricbertsch » Fri Apr 14, 2017 12:31 pm
- 1 Replies
- 1468 Views
- Last post by Mark
Fri Apr 14, 2017 2:50 pm
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- Text with Different Font Size
by ricbertsch » Thu Apr 13, 2017 7:39 am
- 1 Replies
- 1400 Views
- Last post by Mark
Thu Apr 13, 2017 7:41 am
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- Port. Value report not including investment
by jfscullion » Tue Apr 11, 2017 3:58 pm
- 4 Replies
- 2515 Views
- Last post by jfscullion
Wed Apr 12, 2017 8:02 am
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- Duplicate Allocations
by ricbertsch » Mon Apr 10, 2017 8:58 am
- 3 Replies
- 2089 Views
- Last post by Mark
Mon Apr 10, 2017 10:29 am
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- ROI Yield Report Shows NAs
by klvassalotti » Sat Apr 08, 2017 12:25 pm
- 2 Replies
- 1743 Views
- Last post by klvassalotti
Sun Apr 09, 2017 8:14 am
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- Management fee invoice report
by paulk » Mon Apr 03, 2017 10:15 am
- 4 Replies
- 2445 Views
- Last post by paulk
Mon Apr 03, 2017 2:37 pm
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- ^* in report
by larryw » Thu Mar 23, 2017 9:46 am
- 2 Replies
- 1753 Views
- Last post by larryw
Thu Mar 23, 2017 9:55 am
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- Historical Price Report?
by ricbertsch » Wed Mar 22, 2017 10:23 am
- 1 Replies
- 1413 Views
- Last post by Mark
Wed Mar 22, 2017 11:13 am
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- Cost basis report
by larryw » Wed Mar 15, 2017 7:40 pm
- 1 Replies
- 1505 Views
- Last post by Mark
Thu Mar 16, 2017 7:52 am
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- NA in Sharpe Ratio report
by Alex246 » Mon Mar 13, 2017 10:14 am
- 1 Replies
- 1520 Views
- Last post by Mark
Mon Mar 13, 2017 2:39 pm
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- incorrect GAIN in performance report
by chancee » Sat Feb 25, 2017 8:02 pm
- 6 Replies
- 3437 Views
- Last post by Mark
Mon Feb 27, 2017 8:26 pm
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- Portfolio Value - add fields or make custom report?
by binto100 » Sun Feb 26, 2017 11:49 am
- 1 Replies
- 1782 Views
- Last post by Mark
Sun Feb 26, 2017 1:25 pm
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- Invisible holdings
by Mary Kennedy » Fri Feb 24, 2017 9:06 am
- 1 Replies
- 1778 Views
- Last post by Mark
Fri Feb 24, 2017 9:22 am
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- Exporting a Report to Excel
by paulk » Fri Feb 24, 2017 7:14 am
- 2 Replies
- 1766 Views
- Last post by paulk
Fri Feb 24, 2017 8:19 am
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- Possible round-off issue in Open Lots report?
by DKonigsbach » Sun Feb 19, 2017 5:26 pm
- 5 Replies
- 2825 Views
- Last post by DKonigsbach
Thu Feb 23, 2017 11:12 pm
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- FM Advisor "Best Practices"
by paulk » Tue Feb 21, 2017 7:27 pm
- 0 Replies
- 1843 Views
- Last post by paulk
Tue Feb 21, 2017 7:27 pm
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- Symbol missing in Cap Gains report
by Econdoc » Tue Feb 14, 2017 4:44 am
- 1 Replies
- 1409 Views
- Last post by Mark
Tue Feb 14, 2017 9:56 am
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- Performance Report Error?
by elliots » Tue Jan 24, 2017 12:00 pm
- 2 Replies
- 1838 Views
- Last post by elliots
Tue Jan 24, 2017 2:20 pm
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- N/A in reports
by mli2001 » Mon Jan 23, 2017 3:45 pm
- 2 Replies
- 1799 Views
- Last post by mli2001
Tue Jan 24, 2017 7:00 am
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- Mcgraw Hill 04/28 name change and cusip
by reddragon » Wed Jan 18, 2017 12:03 pm
- 3 Replies
- 2006 Views
- Last post by reddragon
Thu Jan 19, 2017 9:50 am
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- Reverse Split
by reddragon » Tue Jan 17, 2017 11:10 am
- 1 Replies
- 1380 Views
- Last post by Mark
Tue Jan 17, 2017 11:48 am
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- Next Earnings Date
by mslangley » Fri Jan 06, 2017 11:05 am
- 1 Replies
- 1424 Views
- Last post by Mark
Fri Jan 06, 2017 4:30 pm
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- Invoice Billing
by Cole » Tue Jan 03, 2017 11:12 am
- 1 Replies
- 1516 Views
- Last post by Mark
Tue Jan 03, 2017 11:18 am
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- How do you run the advanced statistics?
by flight » Sat Oct 22, 2016 6:51 pm
- 16 Replies
- 8736 Views
- Last post by Mark
Mon Jan 02, 2017 5:36 pm
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- Rebalance with Portfolio level targets?
by Econdoc » Mon Jan 02, 2017 12:06 pm
- 1 Replies
- 1913 Views
- Last post by Mark
Mon Jan 02, 2017 1:47 pm
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- How to Set Period in Report Date Settings
by ThomasK » Tue Nov 29, 2016 11:26 am
- 6 Replies
- 3539 Views
- Last post by ThomasK
Mon Dec 19, 2016 6:32 pm
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- Capital gains report - sale commissions
by mli2001 » Sat Dec 17, 2016 2:02 pm
- 1 Replies
- 1380 Views
- Last post by Mark
Sat Dec 17, 2016 2:09 pm
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- Report Totals
by hedgie » Sun Dec 11, 2016 5:40 am
- 5 Replies
- 3080 Views
- Last post by Mark
Sat Dec 17, 2016 7:32 am
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- basic question on income reporting
by Bruce » Wed Dec 07, 2016 12:41 pm
- 3 Replies
- 2051 Views
- Last post by Mark
Thu Dec 08, 2016 7:55 am
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- Realized & Unrealized Capital Gains Report
by bsdfish » Sun Dec 04, 2016 1:11 am
- 1 Replies
- 2004 Views
- Last post by Mark
Sun Dec 04, 2016 9:55 am
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- customize batch print name
by Chandeleur » Tue Oct 25, 2016 3:01 pm
- 2 Replies
- 1777 Views
- Last post by Chandeleur
Tue Oct 25, 2016 3:05 pm
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- Custom tab of Investment Property
by flight » Sat Oct 22, 2016 6:55 pm
- 3 Replies
- 1993 Views
- Last post by Mark
Sun Oct 23, 2016 3:46 pm
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- What is the best way to investigate performance errors?
by flight » Tue Aug 23, 2016 6:09 pm
- 10 Replies
- 4455 Views
- Last post by Mark
Sat Oct 22, 2016 4:52 pm
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- Ability to Group Memorized Reports
by paulk » Wed Sep 28, 2016 11:43 am
- 3 Replies
- 2100 Views
- Last post by Mark
Wed Sep 28, 2016 3:26 pm
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- Turning Off Calculating Report Data
by ThomasK » Tue Sep 27, 2016 12:33 pm
- 1 Replies
- 1378 Views
- Last post by Mark
Tue Sep 27, 2016 1:06 pm
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