Questions on using, creating, or understanding data in Fund Manager reports.
-
- Hiding an investment once it is sold.
by reddragon » Tue Sep 01, 2015 9:27 am
- 1 Replies
- 1323 Views
- Last post by Mark
Tue Sep 01, 2015 9:33 am
-
- Percentage change in price of an asset from previous day
by edicrus » Thu Aug 13, 2015 3:23 pm
- 3 Replies
- 1794 Views
- Last post by edicrus
Mon Aug 17, 2015 3:00 pm
-
- Problems noticed with currency exchange button
by flyboy320 » Wed Aug 12, 2015 1:29 pm
- 2 Replies
- 1620 Views
- Last post by flyboy320
Wed Aug 12, 2015 6:08 pm
-
- Strange portfolio performance report
by tomseeley » Sun Aug 02, 2015 5:14 pm
- 2 Replies
- 1568 Views
- Last post by tomseeley
Mon Aug 03, 2015 2:45 pm
-
- Performance
by moonlighter » Sun Aug 02, 2015 10:37 am
- 1 Replies
- 1250 Views
- Last post by Mark
Sun Aug 02, 2015 11:17 am
-
- Values of montly performance report jan-mar
 by fundman247 » Thu Jul 09, 2015 1:22 pm
- 5 Replies
- 2559 Views
- Last post by Mark
Fri Jul 10, 2015 7:38 am
-
- Values of monthly report April to June
by fundman247 » Thu Jul 09, 2015 1:26 pm
- 1 Replies
- 1272 Views
- Last post by Mark
Thu Jul 09, 2015 2:22 pm
-
- Gray Lines on Reports
by heidiasst » Mon Jun 08, 2015 7:50 am
- 2 Replies
- 1571 Views
- Last post by heidiasst
Mon Jun 08, 2015 8:43 am
-
- Performance Reports don't total properly
by SteveP » Thu May 21, 2015 12:25 pm
- 5 Replies
- 2588 Views
- Last post by Mark
Fri Jun 05, 2015 8:54 am
-
- Currency concentration report
by marathon » Wed May 13, 2015 1:50 am
- 5 Replies
- 2557 Views
- Last post by Mark
Wed Jun 03, 2015 8:06 pm
-
- Portfolio position exposure report
by marathon » Wed May 13, 2015 1:52 am
- 1 Replies
- 1328 Views
- Last post by Mark
Mon Jun 01, 2015 8:30 am
-
- Currecny bond report
by alpappy » Wed May 27, 2015 3:49 pm
- 1 Replies
- 1234 Views
- Last post by Mark
Wed May 27, 2015 4:15 pm
-
- Monthly Performance OOP % Gain
by marathon » Sun May 10, 2015 12:43 am
- 1 Replies
- 1374 Views
- Last post by Mark
Sun May 10, 2015 11:55 am
-
- Report column formating
by marathon » Sat May 09, 2015 6:15 pm
- 1 Replies
- 1334 Views
- Last post by Mark
Sun May 10, 2015 11:37 am
-
- End of month cash balance recon report
by marathon » Thu May 07, 2015 10:02 pm
- 1 Replies
- 1245 Views
- Last post by Mark
Fri May 08, 2015 8:08 am
-
- Portfolio Value/Accrued Interest
by elliots » Tue Apr 28, 2015 1:50 pm
- 1 Replies
- 1392 Views
- Last post by Mark
Tue Apr 28, 2015 2:07 pm
-
- Portfolio yield is 5, but yield per share NA?
by silvan » Sat Apr 18, 2015 11:24 am
- 2 Replies
- 1621 Views
- Last post by silvan
Sat Apr 18, 2015 12:14 pm
-
- Performance Reports Post Stock Split
by don4665 » Sun Mar 29, 2015 2:42 pm
- 4 Replies
- 2369 Views
- Last post by don4665
Sat Apr 04, 2015 3:55 pm
-
- Alphabetizing Possible within the transactions on reports?
by heidiasst » Fri Mar 06, 2015 10:49 am
- 4 Replies
- 2220 Views
- Last post by heidiasst
Mon Mar 09, 2015 12:20 pm
-
- Tax Exchange Format Export
by Bompa » Fri Feb 27, 2015 6:33 pm
- 2 Replies
- 1664 Views
- Last post by Bompa
Wed Mar 04, 2015 10:57 am
-
- Reports in a different currency
by mli2001 » Tue Mar 03, 2015 4:20 pm
- 1 Replies
- 1187 Views
- Last post by Mark
Tue Mar 03, 2015 6:15 pm
-
- Report Period Dates in Memorized Reports
by erlconsult » Fri Feb 27, 2015 6:08 pm
- 3 Replies
- 1727 Views
- Last post by Mark
Sun Mar 01, 2015 9:26 am
-
- Performance by year
by Kelvin » Mon Jan 12, 2015 11:27 am
- 8 Replies
- 3167 Views
- Last post by B2B_Investing
Thu Feb 26, 2015 12:24 pm
-
- Calculating dividend yield
by Ivan » Fri Apr 12, 2013 10:05 pm
- 8 Replies
- 4395 Views
- Last post by Mark
Mon Feb 16, 2015 10:39 am
-
- Including assets in a report
by Mary Kennedy » Fri Feb 13, 2015 10:13 am
- 2 Replies
- 1444 Views
- Last post by Mary Kennedy
Fri Feb 13, 2015 10:42 am
-
- Decimal places on Investment Transaction report
by flight » Sun Jan 11, 2015 12:28 pm
- 3 Replies
- 1868 Views
- Last post by Mark
Sat Feb 07, 2015 4:03 pm
-
- Printing Notes
by nismith » Fri Feb 06, 2015 11:28 am
- 4 Replies
- 2107 Views
- Last post by nismith
Sat Feb 07, 2015 11:12 am
-
- Investment type
by nismith » Fri Feb 06, 2015 11:05 am
- 1 Replies
- 1214 Views
- Last post by Mark
Fri Feb 06, 2015 11:10 am
-
- OOP Historical Gain
by AssetHound » Thu Feb 05, 2015 8:49 pm
- 1 Replies
- 1154 Views
- Last post by Mark
Fri Feb 06, 2015 8:26 am
-
- Apple Stock split
by reddragon » Wed Feb 04, 2015 2:18 pm
- 1 Replies
- 1177 Views
- Last post by Mark
Wed Feb 04, 2015 2:50 pm
-
- Report Filtered by Multiple Memo Fields
by ssherbin » Fri Nov 30, 2012 11:36 am
- 3 Replies
- 2549 Views
- Last post by ssherbin
Wed Jan 21, 2015 5:45 pm
-
- How do I use the same report format on multiple portfolios
by tomseeley » Fri Jan 09, 2015 8:04 am
- 4 Replies
- 2081 Views
- Last post by tomseeley
Tue Jan 20, 2015 5:14 pm
-
- Income Schedule.
by aviator » Sat May 03, 2014 6:55 am
- 5 Replies
- 2477 Views
- Last post by Mark
Fri Jan 09, 2015 2:41 pm
-
- Portfolio Value report
by flight » Sat Nov 29, 2014 2:25 pm
- 3 Replies
- 1764 Views
- Last post by Mark
Sun Jan 04, 2015 3:28 pm
-
- Rebalance report
by unter » Tue Dec 16, 2014 8:10 am
- 1 Replies
- 1190 Views
- Last post by Mark
Tue Dec 16, 2014 10:35 am
-
- Investment Transactions Report wishlist ; symb, cusip, name
by modelerMike » Wed Dec 10, 2014 11:56 am
- 1 Replies
- 1266 Views
- Last post by Mark
Wed Dec 10, 2014 12:09 pm
-
- das held
by alpappy » Thu Dec 04, 2014 2:47 am
- 11 Replies
- 3872 Views
- Last post by alpappy
Fri Dec 05, 2014 4:51 pm
-
- Capital Gains Report
by rskarke » Wed Dec 03, 2014 5:17 am
- 4 Replies
- 1959 Views
- Last post by Mark
Thu Dec 04, 2014 10:00 am
-
- Changes in Investment report
by SHAREVJ » Tue Dec 02, 2014 6:57 am
- 5 Replies
- 2255 Views
- Last post by Mark
Thu Dec 04, 2014 9:55 am
-
- ROI (end) Problem
by DavidJ » Tue Dec 02, 2014 11:52 am
- 2 Replies
- 1360 Views
- Last post by DavidJ
Tue Dec 02, 2014 12:26 pm
-
- Custom reports
by senior » Tue Nov 25, 2014 9:16 am
- 2 Replies
- 1531 Views
- Last post by senior
Tue Nov 25, 2014 10:31 am
-
- Re Portfolio totals
by fundman247 » Wed Nov 19, 2014 11:31 am
- 1 Replies
- 1147 Views
- Last post by Mark
Wed Nov 19, 2014 11:44 am
-
- Distribution report
by edicrus » Sun Nov 16, 2014 5:38 pm
- 2 Replies
- 1384 Views
- Last post by edicrus
Mon Nov 17, 2014 4:11 pm
-
- Transactions recorded not showing in Cash Register
by Evanb » Wed Nov 12, 2014 11:37 am
- 2 Replies
- 1589 Views
- Last post by Evanb
Wed Nov 12, 2014 7:40 pm
-
- No price in period measured
by fundman247 » Mon Nov 10, 2014 9:11 am
- 1 Replies
- 1183 Views
- Last post by Mark
Mon Nov 10, 2014 9:23 am
-
- Percent of Portfolio shows NA
by Steven_M » Tue Oct 28, 2014 6:47 pm
- 2 Replies
- 1491 Views
- Last post by Steven_M
Wed Oct 29, 2014 5:41 pm
-
- custom number field average includes hidden transactions
by drwehby » Mon Oct 27, 2014 5:56 am
- 2 Replies
- 1428 Views
- Last post by drwehby
Mon Oct 27, 2014 9:51 am
-
- Not display Zero share investment
by ben.com » Fri Oct 24, 2014 1:10 pm
- 2 Replies
- 1427 Views
- Last post by ben.com
Fri Oct 24, 2014 2:23 pm
-
- Change in unrealized gains
by kathy2cats » Fri Oct 24, 2014 8:25 am
- 7 Replies
- 2896 Views
- Last post by Mark
Fri Oct 24, 2014 11:30 am
-
- Discrepancy in Pct. Value Chg
by SteveP » Thu Oct 16, 2014 3:11 pm
- 2 Replies
- 1520 Views
- Last post by SteveP
Wed Oct 22, 2014 4:33 pm
Return to Board index
Who is online
Users browsing this forum: No registered users and 13 guests
Forum permissions
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum
|