Questions on using, creating, or understanding data in Fund Manager reports.
-
- Price-Return Index
by pstead » Sun Jul 09, 2023 5:33 am
- 2 Replies
- 2612 Views
- Last post by Mark
Mon Jul 10, 2023 3:44 pm
-
- Report to Support Estate Planning
by B2B_Investing » Sun Feb 19, 2023 7:14 am
- 2 Replies
- 3323 Views
- Last post by B2B_Investing
Wed May 31, 2023 5:48 pm
-
- Benchmark returns (beta, std dev)
by SunilB » Thu May 25, 2023 11:25 am
- 1 Replies
- 2469 Views
- Last post by Mark
Thu May 25, 2023 11:45 am
-
- reports showing na
by alan green » Thu May 18, 2023 5:58 am
- 3 Replies
- 3050 Views
- Last post by Mark
Thu May 18, 2023 1:51 pm
-
- Rebalance Report
by paulk » Wed Jan 22, 2020 6:22 am
- 6 Replies
- 5464 Views
- Last post by Mark
Sun May 14, 2023 4:20 pm
-
- My principal vs current value
by PhRob23 » Wed May 10, 2023 2:13 am
- 2 Replies
- 2778 Views
- Last post by PhRob23
Wed May 10, 2023 10:55 am
-
- Incorrect Total for Withdrawn Dist (BTW)
 by tktf » Wed Apr 26, 2023 10:12 am
- 3 Replies
- 3762 Views
- Last post by Mark
Wed Apr 26, 2023 2:14 pm
-
- Report Specific to New Purchases Performance
by gmow » Tue Apr 11, 2023 7:47 am
- 1 Replies
- 2561 Views
- Last post by Mark
Tue Apr 11, 2023 8:26 am
-
- Consolidate same investment in reporting
by TudorP » Thu Mar 16, 2023 6:51 pm
- 3 Replies
- 3273 Views
- Last post by Mark
Tue Mar 28, 2023 9:03 am
-
- capital Gain Issue
by LungDoc » Wed Feb 01, 2023 6:05 am
- 8 Replies
- 4564 Views
- Last post by LungDoc
Mon Feb 06, 2023 3:33 pm
-
- Getting NA in Grand Totals-Portfolio Performance Report
by akahrim » Thu Feb 02, 2023 4:54 pm
- 3 Replies
- 3152 Views
- Last post by Mark
Fri Feb 03, 2023 11:42 am
-
- Days Between Formula
by AssetHound » Fri Jan 06, 2023 4:28 pm
- 1 Replies
- 2312 Views
- Last post by Mark
Fri Jan 06, 2023 5:07 pm
-
- Portfolio Opening and Closing Prices on a Specific Day
by CGB » Tue Jan 03, 2023 9:03 am
- 2 Replies
- 2336 Views
- Last post by CGB
Thu Jan 05, 2023 3:52 am
-
- small discrepancy - distributions
by JeanneMarie » Sat Dec 03, 2022 8:59 am
- 3 Replies
- 3071 Views
- Last post by Mark
Sun Dec 04, 2022 10:18 am
-
- 4 Decimal places
by alpappy » Thu Nov 10, 2022 9:32 pm
- 1 Replies
- 2348 Views
- Last post by Mark
Sun Nov 13, 2022 4:51 pm
-
- BOND REDEMPTION PRICE AND YTM
by Arrow » Sun Nov 06, 2022 9:31 am
- 1 Replies
- 2008 Views
- Last post by Mark
Mon Nov 07, 2022 8:28 am
-
- Problem to memorize custom report portfolio
by Djobydjoba » Sun Sep 11, 2022 12:57 am
- 1 Replies
- 2432 Views
- Last post by Mark
Mon Sep 12, 2022 10:56 am
-
- Advanced Report Filters/Display in Advisor
by OT_Family » Mon Aug 22, 2022 3:13 pm
- 1 Replies
- 2077 Views
- Last post by Mark
Mon Aug 22, 2022 3:27 pm
-
- ER and and MA
by alpappy » Thu Aug 11, 2022 12:18 am
- 2 Replies
- 2575 Views
- Last post by Mark
Thu Aug 11, 2022 7:08 pm
-
- Emailing reports
by jblankenship » Tue Aug 09, 2022 11:59 am
- 2 Replies
- 1947 Views
- Last post by jblankenship
Wed Aug 10, 2022 5:54 am
-
- report limited to one investment goal
by rtwfroody » Sun Jul 10, 2022 9:11 am
- 7 Replies
- 3978 Views
- Last post by rtwfroody
Sat Jul 30, 2022 5:05 pm
-
- custom properties (Unrealized %Gain?)
by JeanneMarie » Wed Jun 29, 2022 4:20 pm
- 2 Replies
- 1986 Views
- Last post by JeanneMarie
Thu Jun 30, 2022 7:13 am
-
- Using Commission field to record account fee out of Cash
by ThomasK » Wed Jun 15, 2022 11:10 am
- 1 Replies
- 1828 Views
- Last post by Mark
Thu Jun 16, 2022 5:36 pm
-
- Why am I seeing "(na)" sometimes in a report?
by ThomasK » Wed Jun 01, 2022 6:28 am
- 1 Replies
- 1857 Views
- Last post by Mark
Wed Jun 01, 2022 10:56 am
-
- Variance Between Exec Summary and Portfolio Value Report
by jclv1000 » Wed May 25, 2022 12:11 pm
- 2 Replies
- 2010 Views
- Last post by jclv1000
Wed May 25, 2022 4:06 pm
-
- Return of Capital and No effect on Cost Basis?
by heidiasst » Wed May 04, 2022 8:12 am
- 11 Replies
- 7057 Views
- Last post by Mark
Thu May 05, 2022 7:55 am
-
- Long term portfolio performance--is ROI the right way?
by tomseeley » Tue Apr 19, 2022 10:41 am
- 2 Replies
- 2168 Views
- Last post by tomseeley
Thu Apr 21, 2022 5:44 am
-
- Exec Summary contrib/withdraw
by elliots » Wed Oct 16, 2019 8:12 am
- 3 Replies
- 3149 Views
- Last post by Mark
Wed Apr 20, 2022 9:59 am
-
- FBAR Report Records
by Vandring » Wed Apr 06, 2022 1:19 am
- 4 Replies
- 2987 Views
- Last post by John Lea
Tue Apr 19, 2022 2:44 pm
-
- Column header editing
by paullayzell » Thu Mar 31, 2022 6:55 am
- 1 Replies
- 1737 Views
- Last post by Mark
Thu Mar 31, 2022 7:14 am
-
- Create Custom Column
by Krista » Sat Mar 26, 2022 12:33 pm
- 1 Replies
- 1848 Views
- Last post by Mark
Sun Mar 27, 2022 4:23 pm
-
- Minor drilldown error with the Rebalance report?
by MichelV » Sun Mar 01, 2020 12:41 pm
- 9 Replies
- 6575 Views
- Last post by Mark
Wed Mar 23, 2022 2:55 pm
-
- Investment disappeared from portfolio
by mxhowes » Thu Jan 13, 2022 12:13 pm
- 10 Replies
- 6388 Views
- Last post by Mark
Sat Mar 12, 2022 9:54 am
-
- drilling down on one security
by JeanneMarie » Wed Mar 09, 2022 7:01 am
- 2 Replies
- 1963 Views
- Last post by JeanneMarie
Wed Mar 09, 2022 9:09 pm
-
- Monthly Performance by Symbol report?
by williamg85 » Mon Mar 07, 2022 9:21 am
- 7 Replies
- 3845 Views
- Last post by williamg85
Mon Mar 07, 2022 5:47 pm
-
- OOP and distributed distributions
by JeanneMarie » Sun Mar 06, 2022 10:03 am
- 2 Replies
- 1670 Views
- Last post by JeanneMarie
Mon Mar 07, 2022 7:10 am
-
- Tax rlz gain not reporting
by pstead » Tue Feb 22, 2022 5:48 am
- 2 Replies
- 1717 Views
- Last post by pstead
Wed Feb 23, 2022 1:36 am
-
- portfolio PE
by getrich » Mon Feb 21, 2022 11:02 pm
- 1 Replies
- 1470 Views
- Last post by Mark
Tue Feb 22, 2022 7:16 am
-
- Need help understand long term capital gains
by larryw » Mon Feb 14, 2022 4:22 pm
- 1 Replies
- 1930 Views
- Last post by Mark
Mon Feb 14, 2022 4:30 pm
-
- CSV settings on export
by Vandring » Fri Feb 04, 2022 2:44 am
- 3 Replies
- 2076 Views
- Last post by Mark
Sat Feb 05, 2022 7:34 am
-
- Report Calculations
by AssetHound » Wed Jan 26, 2022 11:03 am
- 3 Replies
- 2083 Views
- Last post by AssetHound
Tue Feb 01, 2022 3:14 pm
-
- Report only cash transfers to external bank account
by Good_Vibe » Tue Jan 11, 2022 12:13 pm
- 6 Replies
- 2997 Views
- Last post by Good_Vibe
Thu Jan 13, 2022 3:53 pm
-
- Checking Report - Custom Settings
by ThomasK » Thu Jan 13, 2022 11:32 am
- 1 Replies
- 1488 Views
- Last post by Mark
Thu Jan 13, 2022 1:39 pm
-
- Divider line in repotts
by Caiphus » Sun Jan 24, 2021 3:20 pm
- 3 Replies
- 2592 Views
- Last post by Mark
Thu Jan 13, 2022 1:33 pm
-
- Custom Report use of OOP basis (end) vs OOP-C basis (end)
by ThomasK » Mon Dec 20, 2021 11:31 am
- 3 Replies
- 1876 Views
- Last post by Mark
Fri Jan 07, 2022 1:28 pm
-
- One Investment Will Not Total
by gkant » Mon Jan 03, 2022 9:03 am
- 2 Replies
- 1586 Views
- Last post by gkant
Mon Jan 03, 2022 9:43 am
-
- Reordering/removing columns
by Vandring » Sun Jan 02, 2022 5:07 am
- 1 Replies
- 1259 Views
- Last post by Mark
Sun Jan 02, 2022 6:25 am
-
- Benchmark reports - How to properly setup?
by jstolzen » Thu Dec 23, 2021 9:36 am
- 9 Replies
- 3411 Views
- Last post by Mark
Thu Dec 23, 2021 6:03 pm
-
- Printing reports blank
by flight » Sat Dec 31, 2016 11:55 am
- 13 Replies
- 6634 Views
- Last post by matteopeo
Mon Dec 20, 2021 10:04 pm
-
- Custom report - price per share and gain per share
by ThomasK » Mon Dec 20, 2021 12:27 pm
- 1 Replies
- 1266 Views
- Last post by Mark
Mon Dec 20, 2021 1:23 pm
Return to Board index
Who is online
Users browsing this forum: No registered users and 5 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
|