Questions on using, creating, or understanding data in Fund Manager reports.
-
- Cash Book Value does not reflect Shares held at $1/share
by ThomasK » Wed Feb 20, 2013 11:02 am
- 1 Replies
- 1733 Views
- Last post by Mark
Wed Feb 20, 2013 11:49 am
-
- How to generate a report showing accrued interest
by Segunmichael » Fri Jan 18, 2013 1:44 am
- 4 Replies
- 2928 Views
- Last post by Segunmichael
Thu Feb 14, 2013 4:36 am
-
- Change Shading on Reports
by ThomasK » Wed Feb 13, 2013 8:06 am
- 1 Replies
- 1549 Views
- Last post by Mark
Wed Feb 13, 2013 8:47 am
-
- Asset Allocation
by paulk1 » Tue Feb 12, 2013 1:55 pm
- 1 Replies
- 1621 Views
- Last post by Mark
Tue Feb 12, 2013 4:57 pm
-
- Reports-Portfolio Performance
by wizard348 » Sun Feb 10, 2013 2:23 pm
- 3 Replies
- 2276 Views
- Last post by Mark
Mon Feb 11, 2013 9:51 pm
-
- Problem Mailing Reports Generated
by Segunmichael » Wed Feb 06, 2013 9:42 am
- 3 Replies
- 2078 Views
- Last post by Mark
Wed Feb 06, 2013 2:34 pm
-
- how to determine average exchange rate in past transactions
by gbfabiani » Sat Feb 02, 2013 7:20 am
- 1 Replies
- 1565 Views
- Last post by Mark
Sat Feb 02, 2013 11:57 am
-
- Executive Summary
by reddragon » Tue Oct 09, 2012 1:11 pm
- 4 Replies
- 2989 Views
- Last post by Segunmichael
Sun Jan 27, 2013 7:26 am
-
- Combined Subportfolio Reports
by LungDoc » Wed Nov 28, 2012 8:54 am
- 3 Replies
- 2992 Views
- Last post by Mark
Sat Jan 26, 2013 10:29 am
-
- Release 12 - Memorized Reports
by Allan » Fri Nov 30, 2012 9:22 pm
- 3 Replies
- 2574 Views
- Last post by Mark
Sat Jan 26, 2013 10:23 am
-
- Calculation failed due to <= 0 value
by BradN » Wed Jan 23, 2013 11:08 am
- 5 Replies
- 2842 Views
- Last post by BradN
Thu Jan 24, 2013 8:52 am
-
- Custom Report - How calculate Days Owned?
by ThomasK » Fri Dec 28, 2012 2:10 pm
- 2 Replies
- 2054 Views
- Last post by ThomasK
Sat Dec 29, 2012 12:51 pm
-
- Executive Summary
by sigma » Fri Dec 28, 2012 10:23 am
- 1 Replies
- 1593 Views
- Last post by Mark
Fri Dec 28, 2012 11:50 am
-
- Security Transfer
by rdg » Wed Dec 26, 2012 4:01 pm
- 2 Replies
- 1865 Views
- Last post by Mark
Wed Dec 26, 2012 7:43 pm
-
- Defined Field
by AssetHound » Mon Oct 22, 2012 4:03 pm
- 6 Replies
- 3748 Views
- Last post by Mark
Tue Dec 18, 2012 10:14 am
-
- Reporting transaction by selected types & dates
by Good_Vibe » Thu Dec 13, 2012 12:17 pm
- 1 Replies
- 2138 Views
- Last post by Mark
Thu Dec 13, 2012 12:37 pm
-
- Property Fileds: Custom1:, Custom2:, etc
by Tintin » Sun Dec 02, 2012 9:07 pm
- 1 Replies
- 1736 Views
- Last post by Tintin
Sun Dec 02, 2012 9:47 pm
-
- N.A. in "Bought" field, Capital Gains Report
by CGB » Wed Nov 28, 2012 7:52 pm
- 3 Replies
- 2612 Views
- Last post by Mark
Sat Dec 01, 2012 9:12 am
-
- Sample report with risk measurment
by gerard » Tue Nov 27, 2012 2:55 am
- 1 Replies
- 1848 Views
- Last post by Mark
Tue Nov 27, 2012 10:22 am
-
- Reports total cost of a stock
by rkfrost » Thu Nov 22, 2012 12:13 am
- 1 Replies
- 1818 Views
- Last post by Mark
Thu Nov 22, 2012 9:06 am
-
- Capital Gains Report: Sort Order
by sdrowles » Sun Nov 11, 2012 1:33 pm
- 2 Replies
- 2242 Views
- Last post by sdrowles
Sun Nov 11, 2012 1:52 pm
-
- TWR Total
by ASU » Thu Nov 08, 2012 7:52 am
- 1 Replies
- 1913 Views
- Last post by Mark
Thu Nov 08, 2012 10:10 am
-
- Capital Gains Not Showing
by sdrowles » Sun Oct 28, 2012 7:22 pm
- 3 Replies
- 2641 Views
- Last post by Mark
Tue Oct 30, 2012 9:01 am
-
- Memorized reports- best practices
by PWatson » Sun Oct 14, 2012 5:53 pm
- 2 Replies
- 2340 Views
- Last post by PWatson
Mon Oct 15, 2012 8:29 am
-
- N.A for Alpha, Beta and Sharpe Ratio
by mike42398 » Sat Oct 13, 2012 5:36 am
- 1 Replies
- 2060 Views
- Last post by Mark
Sat Oct 13, 2012 8:48 am
-
- Properties memo question
by PWatson » Wed Oct 03, 2012 8:23 pm
- 1 Replies
- 1721 Views
- Last post by Mark
Thu Oct 04, 2012 8:40 am
-
- Removing cash accounts from portfolio performamnce
by iwik » Sat Feb 11, 2012 7:25 pm
- 9 Replies
- 5277 Views
- Last post by CeSinge
Wed Oct 03, 2012 10:45 am
-
- TWR
by mfmelb » Sun Sep 30, 2012 2:07 am
- 3 Replies
- 2535 Views
- Last post by Mark
Sun Sep 30, 2012 9:14 pm
-
- Graphing Rebalance Comparisons
by oyz79 » Tue Sep 18, 2012 7:38 pm
- 1 Replies
- 1688 Views
- Last post by Mark
Wed Sep 19, 2012 9:46 am
-
- Rebalancing
by PWatson » Wed Sep 12, 2012 8:04 pm
- 4 Replies
- 2964 Views
- Last post by PWatson
Fri Sep 14, 2012 6:05 am
-
- View All Investment on Custom Report
by StarBright2011 » Tue Sep 11, 2012 2:40 pm
- 1 Replies
- 1670 Views
- Last post by Mark
Tue Sep 11, 2012 3:19 pm
-
- average currency rate
by gbfabiani » Fri Sep 07, 2012 9:15 am
- 1 Replies
- 1765 Views
- Last post by Mark
Fri Sep 07, 2012 9:22 am
-
- Bucket Planning
by AssetHound » Thu Aug 30, 2012 7:02 am
- 5 Replies
- 3196 Views
- Last post by Mark
Sun Sep 02, 2012 10:15 am
-
- Portfolio Performance Report - holding consolidation
by jcarrallo » Tue Aug 07, 2012 9:31 am
- 3 Replies
- 2637 Views
- Last post by jcarrallo
Tue Aug 07, 2012 2:52 pm
-
- Gauging trading effectiveness
by Ivan » Mon Jul 23, 2012 4:50 pm
- 1 Replies
- 1809 Views
- Last post by Mark
Tue Jul 24, 2012 9:41 am
-
- REport for multiple subaccounts
by canaacap1 » Mon Jul 09, 2012 4:34 pm
- 1 Replies
- 1793 Views
- Last post by Mark
Mon Jul 09, 2012 6:14 pm
-
- Web Reporting Tool
by jcarrallo » Tue May 22, 2012 7:14 am
- 2 Replies
- 2432 Views
- Last post by jcarrallo
Mon Jul 09, 2012 4:57 am
-
- Investment Transaction report sorted by symbol
by michael » Thu Jul 05, 2012 2:06 pm
- 1 Replies
- 1757 Views
- Last post by Mark
Thu Jul 05, 2012 2:10 pm
-
- Distributions
by gcgucken » Mon Jul 02, 2012 6:07 pm
- 6 Replies
- 3759 Views
- Last post by gcgucken
Tue Jul 03, 2012 4:53 pm
-
- Specific lot - Report for each sell lot against its buy lot
by vdtedla1 » Sat Jun 23, 2012 9:04 pm
- 3 Replies
- 2501 Views
- Last post by Mark
Mon Jun 25, 2012 1:18 pm
-
- Strange finding with FDRXX
by nrsmd » Tue Jun 19, 2012 6:31 am
- 1 Replies
- 1659 Views
- Last post by Mark
Tue Jun 19, 2012 7:42 am
-
- Portfolio Performance Includes Transfers As Gains
by jchladek » Thu May 03, 2012 6:18 am
- 4 Replies
- 2993 Views
- Last post by jchladek
Thu May 03, 2012 11:05 am
-
- External transactions
by Ivan » Tue May 01, 2012 9:24 pm
- 1 Replies
- 1608 Views
- Last post by Mark
Wed May 02, 2012 10:31 am
-
- External Cash Flows
by stevetone » Tue Apr 24, 2012 9:09 am
- 7 Replies
- 4251 Views
- Last post by stevetone
Thu Apr 26, 2012 8:21 am
-
- Exclude cash from Portfolio Value reports
by CeSinge » Mon Apr 23, 2012 11:33 am
- 4 Replies
- 3177 Views
- Last post by Mark
Tue Apr 24, 2012 12:48 pm
-
- Do Not Display Zero Sh. Bal. does not work
by paul3nt » Thu Nov 24, 2011 3:36 pm
- 14 Replies
- 7765 Views
- Last post by Mark
Fri Apr 20, 2012 10:12 am
-
- Batch Print to PDF Printer
by elliots » Sun Apr 15, 2012 9:09 am
- 1 Replies
- 1742 Views
- Last post by Mark
Sun Apr 15, 2012 9:46 am
-
- gain % in the portfolio performance report
by gbfabiani » Fri Apr 06, 2012 1:57 pm
- 9 Replies
- 4461 Views
- Last post by Mark
Mon Apr 09, 2012 8:36 am
-
- custom report w/ annual bond interest
by michael » Thu Mar 29, 2012 2:04 pm
- 1 Replies
- 1594 Views
- Last post by Mark
Thu Mar 29, 2012 2:36 pm
-
- Canada Stockwatch
by KrisCan » Sun Mar 25, 2012 8:52 am
- 2 Replies
- 2195 Views
- Last post by KrisCan
Sun Mar 25, 2012 12:21 pm
Return to Board index
Who is online
Users browsing this forum: No registered users and 7 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
|