Questions on using, creating, or understanding data in Fund Manager reports.
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- "Do Not Display investments with zero share balance" problem
by Djobydjoba » Sun Jun 26, 2016 8:57 am
- 5 Replies
- 2970 Views
- Last post by Mark
Sun Jun 26, 2016 10:03 am
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- Same Bond - Different YTM
 by sbfree » Sat Jun 11, 2016 7:11 am
- 3 Replies
- 2034 Views
- Last post by Mark
Sat Jun 11, 2016 6:10 pm
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- REBASE CURRENCY
by alpappy » Fri May 27, 2016 5:13 pm
- 6 Replies
- 2857 Views
- Last post by alpappy
Mon May 30, 2016 9:06 pm
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- Data entering new account has established positions two year
by reddragon » Fri May 20, 2016 6:11 am
- 1 Replies
- 1325 Views
- Last post by Mark
Fri May 20, 2016 9:07 am
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- Baxter spin off of Baxalta
by reddragon » Mon Dec 14, 2015 9:03 am
- 4 Replies
- 2766 Views
- Last post by reddragon
Wed May 04, 2016 1:20 pm
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- Stock Split performance report is showing a loss
by reddragon » Wed May 04, 2016 7:15 am
- 3 Replies
- 2086 Views
- Last post by Mark
Wed May 04, 2016 10:08 am
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- Portfolio Performance Report Question
by hipped1 » Tue Apr 26, 2016 9:27 am
- 4 Replies
- 2766 Views
- Last post by hipped1
Thu Apr 28, 2016 7:17 am
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- Tracking Performance Against Benchmarks
by dbender54 » Thu Apr 21, 2016 10:44 am
- 2 Replies
- 1731 Views
- Last post by dbender54
Thu Apr 21, 2016 11:05 am
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- Tax Basis
by Ivan » Tue Apr 19, 2016 10:51 am
- 1 Replies
- 1305 Views
- Last post by Mark
Tue Apr 19, 2016 12:06 pm
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- Backup of memorized Custom Report settings
by jelode » Tue Mar 29, 2016 11:39 am
- 3 Replies
- 2014 Views
- Last post by Mark
Wed Mar 30, 2016 11:33 am
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- Alerts on transactions report
by rupertpage » Wed Mar 30, 2016 10:01 am
- 1 Replies
- 1327 Views
- Last post by Mark
Wed Mar 30, 2016 10:10 am
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- Portfolio Performance Summary Totals
by hipped1 » Thu Mar 24, 2016 12:56 pm
- 1 Replies
- 1446 Views
- Last post by Mark
Thu Mar 24, 2016 1:28 pm
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- Income Reporting
by AssetHound » Sun Mar 20, 2016 9:55 pm
- 2 Replies
- 1674 Views
- Last post by AssetHound
Mon Mar 21, 2016 12:57 pm
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- report to show gain on redemption
by alpappy » Thu Mar 17, 2016 9:19 pm
- 2 Replies
- 1655 Views
- Last post by alpappy
Fri Mar 18, 2016 12:17 pm
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- Bank Deposit Sweep question
by larryw » Tue Mar 15, 2016 9:33 pm
- 2 Replies
- 1700 Views
- Last post by larryw
Wed Mar 16, 2016 5:41 pm
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- Currency Conversion
by boblee0918 » Sun Mar 13, 2016 9:08 am
- 4 Replies
- 2351 Views
- Last post by Mark
Tue Mar 15, 2016 3:19 pm
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- Allocation/Rebalance
by billroot » Sun Mar 06, 2016 9:51 pm
- 3 Replies
- 2041 Views
- Last post by Mark
Mon Mar 07, 2016 12:49 pm
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- Report Settings dialog
by billroot » Mon Feb 29, 2016 12:05 pm
- 1 Replies
- 1332 Views
- Last post by Mark
Mon Feb 29, 2016 2:44 pm
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- Year to date report questions
by larryw » Sat Feb 27, 2016 9:05 am
- 1 Replies
- 1375 Views
- Last post by Mark
Sat Feb 27, 2016 9:11 am
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- migrating memorized reports
by dlevy » Thu Feb 25, 2016 10:52 am
- 1 Replies
- 1275 Views
- Last post by Mark
Thu Feb 25, 2016 10:54 am
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- Financial Year based Reports
by SHAREVJ » Wed Feb 17, 2016 7:47 am
- 3 Replies
- 1897 Views
- Last post by Mark
Sat Feb 20, 2016 8:53 am
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- Printer Setup
by 4MoreProfits » Wed Feb 17, 2016 9:48 am
- 2 Replies
- 1588 Views
- Last post by 4MoreProfits
Thu Feb 18, 2016 6:13 am
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- Report by underlying
by phdaniel » Fri Feb 12, 2016 1:50 pm
- 1 Replies
- 1398 Views
- Last post by Mark
Fri Feb 12, 2016 5:35 pm
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- New column with macro
by alpappy » Fri Feb 12, 2016 11:18 am
- 1 Replies
- 1240 Views
- Last post by Mark
Fri Feb 12, 2016 5:27 pm
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- Monthly Investment Perfomance Report
by SHAREVJ » Thu Feb 04, 2016 8:08 am
- 7 Replies
- 3187 Views
- Last post by Mark
Fri Feb 12, 2016 7:25 am
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- Simple report of subportfolio values
by DukeWeston » Mon Feb 08, 2016 10:13 am
- 1 Replies
- 1316 Views
- Last post by Mark
Mon Feb 08, 2016 10:34 am
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- Capital Gains Not Showing Unless All Lots Specified
by comnwworks » Sun Feb 07, 2016 1:34 pm
- 1 Replies
- 1397 Views
- Last post by Mark
Sun Feb 07, 2016 1:38 pm
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- help with total
by alpappy » Sat Feb 06, 2016 7:38 pm
- 1 Replies
- 1243 Views
- Last post by Mark
Sun Feb 07, 2016 11:43 am
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- forex error
by alpappy » Mon Feb 01, 2016 6:18 pm
- 11 Replies
- 4198 Views
- Last post by Mark
Tue Feb 02, 2016 12:06 pm
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- Custom Reports Combine and Sub Total Same Investment
by wadebarg » Wed Nov 11, 2015 10:58 am
- 4 Replies
- 2266 Views
- Last post by jkitchens
Mon Feb 01, 2016 8:17 pm
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- Transferring shares from IRA to Non-IRA -- value?
by mecrews » Fri Jan 29, 2016 3:43 pm
- 6 Replies
- 2710 Views
- Last post by mecrews
Mon Feb 01, 2016 1:58 pm
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- correlation custom report - NAs
by Tintin11 » Thu Jan 28, 2016 6:03 am
- 1 Replies
- 1303 Views
- Last post by Mark
Thu Jan 28, 2016 10:54 am
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- Ex Dates Dividends
by Tintin11 » Mon Jan 25, 2016 3:34 am
- 1 Replies
- 1171 Views
- Last post by Mark
Mon Jan 25, 2016 7:39 am
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- Bulk Turn off of Hidden Attribute
by SteveP » Thu Jan 21, 2016 11:49 am
- 3 Replies
- 1828 Views
- Last post by Mark
Thu Jan 21, 2016 3:42 pm
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- Sort investments by name or ticker symbol
by mli2001 » Sat Jan 16, 2016 3:05 pm
- 2 Replies
- 1552 Views
- Last post by mli2001
Sun Jan 17, 2016 3:11 pm
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- Value change explanation
by bralim » Sun Oct 05, 2014 2:00 am
- 12 Replies
- 4562 Views
- Last post by Mark
Fri Jan 15, 2016 8:30 am
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- Investment Order
by jb3 » Tue Jan 12, 2016 1:15 pm
- 2 Replies
- 1534 Views
- Last post by jb3
Tue Jan 12, 2016 2:09 pm
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- Current ACB vs Overall ACB
by ThomasK » Tue Dec 15, 2015 9:01 am
- 1 Replies
- 1319 Views
- Last post by Mark
Tue Dec 15, 2015 9:32 am
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- Transactions not shown on report
by fundman247 » Tue Dec 01, 2015 4:30 am
- 8 Replies
- 3212 Views
- Last post by fundman247
Wed Dec 02, 2015 12:01 pm
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- Modifying Provided Asset Type Labels
by ThomasK » Wed Feb 20, 2013 10:44 am
- 3 Replies
- 2354 Views
- Last post by Mark
Mon Nov 30, 2015 6:38 pm
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- Edit data for an investment
by cbenenax » Sun Nov 22, 2015 2:20 pm
- 3 Replies
- 1793 Views
- Last post by Mark
Wed Nov 25, 2015 5:33 pm
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- Custom Report - Filter Out Zero Dollar Items
by hipped1 » Tue Nov 17, 2015 1:42 pm
- 3 Replies
- 1768 Views
- Last post by Mark
Tue Nov 17, 2015 4:05 pm
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- Relative Strength
by bloveless » Sat Nov 07, 2015 2:51 pm
- 1 Replies
- 1314 Views
- Last post by Mark
Sun Nov 08, 2015 9:15 am
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- Tiered % based on sum of subportfolios
by mcrews » Thu Oct 22, 2015 2:20 pm
- 2 Replies
- 1509 Views
- Last post by mcrews
Thu Oct 22, 2015 2:50 pm
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- Correlation Matrix
by paulk » Tue Oct 14, 2014 11:22 am
- 6 Replies
- 2728 Views
- Last post by Mark
Tue Oct 13, 2015 5:17 pm
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- decimals in Performance report 2016
by gbfabiani » Thu Oct 08, 2015 12:42 pm
- 2 Replies
- 1528 Views
- Last post by gbfabiani
Fri Oct 09, 2015 6:10 am
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- Percentage Change in share price from Highest.
by Sterling Silver » Tue Oct 06, 2015 9:56 am
- 2 Replies
- 1551 Views
- Last post by Sterling Silver
Tue Oct 06, 2015 11:15 am
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- Rebalance Report contains ghost data
by Neill » Tue Oct 06, 2015 4:37 am
- 1 Replies
- 1250 Views
- Last post by Mark
Tue Oct 06, 2015 10:05 am
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- report to break down income
by alpappy » Fri Sep 25, 2015 9:13 pm
- 3 Replies
- 1803 Views
- Last post by Mark
Mon Sep 28, 2015 7:57 am
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- ROI on things that have been sold
by Mary Kennedy » Tue Sep 22, 2015 11:52 am
- 3 Replies
- 1788 Views
- Last post by Mark
Thu Sep 24, 2015 2:02 pm
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