Questions on using, creating, or understanding data in Fund Manager reports.
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- Discrepancy in Pct. Value Chg
by SteveP » Thu Oct 16, 2014 3:11 pm
- 2 Replies
- 1526 Views
- Last post by SteveP
Wed Oct 22, 2014 4:33 pm
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- Project Annual Income and Annual Dividend Rate
by erlconsult » Mon Oct 20, 2014 12:00 pm
- 3 Replies
- 2022 Views
- Last post by Mark
Mon Oct 20, 2014 7:22 pm
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- current drawdown function
by frankpazulski » Fri Oct 17, 2014 5:59 am
- 5 Replies
- 2547 Views
- Last post by Mark
Fri Oct 17, 2014 10:44 am
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- Suppress Empty Account Header
by elliots » Thu Oct 09, 2014 12:15 pm
- 3 Replies
- 1760 Views
- Last post by Mark
Thu Oct 09, 2014 2:16 pm
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- Comments in Executive Summary
by paulk » Wed Oct 08, 2014 5:55 am
- 5 Replies
- 2481 Views
- Last post by Mark
Wed Oct 08, 2014 3:59 pm
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- Withdrawals include only OOP Costs, why?
by SteveP » Tue Sep 30, 2014 3:14 pm
- 3 Replies
- 1906 Views
- Last post by Mark
Wed Oct 01, 2014 8:14 pm
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- Forex on reports
by alpappy » Tue Sep 30, 2014 4:05 pm
- 1 Replies
- 1202 Views
- Last post by Mark
Wed Oct 01, 2014 12:35 am
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- Report Subtotals
by gcm223 » Fri Sep 26, 2014 11:08 am
- 1 Replies
- 1230 Views
- Last post by Mark
Fri Sep 26, 2014 11:18 am
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- foreign exchange gain or loss
by bagmore » Wed Sep 24, 2014 5:08 pm
- 1 Replies
- 1318 Views
- Last post by Mark
Thu Sep 25, 2014 8:22 am
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- Downloading Number of Shares
by Dave Crawford » Wed Sep 24, 2014 10:44 am
- 1 Replies
- 1315 Views
- Last post by Mark
Wed Sep 24, 2014 10:51 am
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- Report Subtotals some investments, others are not
 by fmassard » Thu Sep 18, 2014 3:39 pm
- 1 Replies
- 1418 Views
- Last post by Mark
Thu Sep 18, 2014 4:14 pm
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- Open Lots Report - "Open Price" equivalent for Custom
by ThomasK » Mon Sep 15, 2014 3:21 pm
- 9 Replies
- 3811 Views
- Last post by Mark
Thu Sep 18, 2014 11:11 am
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- Compounding %Gain or ROI
by jpa » Wed Sep 17, 2014 11:19 am
- 4 Replies
- 2401 Views
- Last post by jpa
Wed Sep 17, 2014 12:27 pm
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- Creating Sub-Portfolios without Screwing Up Client Reports
by astraseske » Thu Sep 11, 2014 5:07 pm
- 4 Replies
- 2298 Views
- Last post by Mark
Fri Sep 12, 2014 8:09 am
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- Year To Date TWR Report & comparison versus S&P 500 Index
by flight » Mon Aug 25, 2014 6:17 pm
- 13 Replies
- 10901 Views
- Last post by Mark
Tue Sep 02, 2014 8:07 am
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- Highlighting Rows in Reports
by Emvin » Wed Aug 27, 2014 1:32 pm
- 3 Replies
- 1934 Views
- Last post by Mark
Wed Aug 27, 2014 3:41 pm
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- Distribution summary report
by sponge » Thu Aug 21, 2014 12:01 pm
- 4 Replies
- 2148 Views
- Last post by sponge
Thu Aug 21, 2014 1:41 pm
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- Custom Historical Report
by elimb » Mon Aug 11, 2014 1:05 pm
- 3 Replies
- 1984 Views
- Last post by Mark
Tue Aug 12, 2014 7:34 am
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- n/a in report
by ben.com » Sun Jul 27, 2014 9:19 am
- 2 Replies
- 1672 Views
- Last post by ben.com
Sun Jul 27, 2014 1:11 pm
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- Overdue Coupon / Dividend Payment Report
by nebfinfm » Mon Jul 21, 2014 3:15 pm
- 1 Replies
- 1328 Views
- Last post by Mark
Mon Jul 21, 2014 5:40 pm
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- Tax basis reports
by John S » Fri Jul 18, 2014 7:28 am
- 1 Replies
- 1367 Views
- Last post by Mark
Fri Jul 18, 2014 9:51 am
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- Correlating Asset Allocation with Investment Goal
by B2B_Investing » Sat Jul 05, 2014 3:24 pm
- 4 Replies
- 2295 Views
- Last post by B2B_Investing
Tue Jul 15, 2014 8:15 am
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- Report / Report as Option for Portfolio Editor
by B2B_Investing » Sat Jul 05, 2014 2:48 pm
- 1 Replies
- 1265 Views
- Last post by Mark
Sun Jul 06, 2014 1:00 pm
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- Option historical price
by vincentwan » Sat Jul 05, 2014 12:51 am
- 1 Replies
- 1290 Views
- Last post by Mark
Sun Jul 06, 2014 12:24 pm
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- ROI Yield Calculations
by finmanjim » Fri Jul 04, 2014 9:56 pm
- 1 Replies
- 1245 Views
- Last post by finmanjim
Fri Jul 04, 2014 10:27 pm
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- report show n/a for subtotals and totals
by clay c » Thu Jun 12, 2014 8:43 am
- 5 Replies
- 2637 Views
- Last post by Daniel B
Wed Jul 02, 2014 8:55 pm
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- where is currency template
by manageruser » Fri Jun 13, 2014 5:54 am
- 6 Replies
- 2991 Views
- Last post by Mark
Tue Jun 17, 2014 8:48 am
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- user defined custom report fields - if function
by manageruser » Sat Jun 14, 2014 10:01 pm
- 4 Replies
- 2198 Views
- Last post by manageruser
Mon Jun 16, 2014 1:10 pm
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- Truncated Parent Account.
by aviator » Mon Apr 21, 2014 10:51 am
- 12 Replies
- 4945 Views
- Last post by Mark
Wed Jun 11, 2014 7:35 am
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- collateral value
by manageruser » Tue May 10, 2011 4:30 am
- 5 Replies
- 3281 Views
- Last post by manageruser
Tue Jun 10, 2014 11:20 am
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- Portfolio Editor Screen
by finmanjim » Mon May 26, 2014 4:16 pm
- 2 Replies
- 1560 Views
- Last post by finmanjim
Mon May 26, 2014 7:05 pm
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- Standard Deviation of Returns
by sinclair68 » Thu May 22, 2014 6:20 pm
- 1 Replies
- 1321 Views
- Last post by Mark
Thu May 22, 2014 6:39 pm
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- Distribution summary
by PeterDalgety » Wed May 21, 2014 9:21 am
- 1 Replies
- 1405 Views
- Last post by Mark
Wed May 21, 2014 9:33 am
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- REPORTS QUESTIONS
by robert1 » Tue May 13, 2014 6:50 pm
- 1 Replies
- 1359 Views
- Last post by Mark
Tue May 13, 2014 7:17 pm
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- prints from 2014 version
by gbfabiani » Mon May 12, 2014 3:44 am
- 1 Replies
- 1516 Views
- Last post by Mark
Mon May 12, 2014 8:52 am
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- basic question on statistical functions
by gbfabiani » Mon May 05, 2014 6:25 am
- 1 Replies
- 1324 Views
- Last post by Mark
Mon May 05, 2014 9:38 am
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- Portfolio Total Return
by Paul » Fri Apr 25, 2014 11:22 am
- 1 Replies
- 1441 Views
- Last post by Mark
Fri Apr 25, 2014 3:08 pm
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- problem with totals in the bottom
by gbfabiani » Tue Apr 22, 2014 1:47 pm
- 4 Replies
- 2214 Views
- Last post by gbfabiani
Tue Apr 22, 2014 2:54 pm
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- Open lots report
by gerard » Sun Mar 23, 2014 1:11 pm
- 3 Replies
- 1959 Views
- Last post by Mark
Wed Mar 26, 2014 2:30 pm
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- View currency info in Capital Gains Reports
by gbenn » Sun Mar 10, 2013 12:58 pm
- 8 Replies
- 4212 Views
- Last post by Laika
Tue Mar 25, 2014 7:01 pm
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- Creating A Custom Report with Risk Measurements
by Dave Crawford » Fri Mar 14, 2014 1:13 pm
- 4 Replies
- 2202 Views
- Last post by Dave Crawford
Sun Mar 16, 2014 12:27 pm
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- A report delivering the total cost of holdings?
by inept » Sat Mar 15, 2014 3:38 pm
- 2 Replies
- 1481 Views
- Last post by inept
Sat Mar 15, 2014 4:31 pm
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- include income from sold assets
by alpappy » Fri Mar 14, 2014 2:15 pm
- 1 Replies
- 1172 Views
- Last post by Mark
Fri Mar 14, 2014 2:24 pm
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- Capital gains report gross proceeds inconsistency
by modelerMike » Thu Feb 27, 2014 3:29 pm
- 3 Replies
- 2044 Views
- Last post by Mark
Sat Mar 01, 2014 1:09 pm
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- Reports - Best for Gains, ROI's, Yields - Inputs and Results
by akahrim » Sat Feb 15, 2014 3:50 pm
- 1 Replies
- 1327 Views
- Last post by Mark
Sun Feb 16, 2014 5:34 pm
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- Asset type report
by Ivan » Sun Feb 02, 2014 5:38 pm
- 4 Replies
- 2254 Views
- Last post by Ivan
Tue Feb 04, 2014 12:39 pm
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- Contribution- Transfers
by astraseske » Fri Apr 12, 2013 10:38 am
- 5 Replies
- 2824 Views
- Last post by Mark
Fri Jan 31, 2014 7:29 pm
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- Performance Attribution
by bfoster » Mon Jan 13, 2014 11:50 am
- 2 Replies
- 1534 Views
- Last post by bfoster
Mon Jan 13, 2014 12:47 pm
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- Exec Summary reconciliation
by elliots » Wed Jan 08, 2014 3:45 pm
- 3 Replies
- 1713 Views
- Last post by Mark
Wed Jan 08, 2014 7:24 pm
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- Turn off page numbering in batch reporting
by elliots » Wed Jan 08, 2014 11:40 am
- 1 Replies
- 1128 Views
- Last post by Mark
Wed Jan 08, 2014 3:31 pm
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