Questions on using, creating, or understanding data in Fund Manager reports.
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- Batch printing list
by Mike » Tue Aug 11, 2009 7:55 am
- 4 Replies
- 3866 Views
- Last post by Mike
Tue Aug 11, 2009 8:15 pm
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- Comparing my Portfolio to Market Indexes
by mikelemke » Sat Aug 08, 2009 11:21 am
- 1 Replies
- 2463 Views
- Last post by Mark
Sat Aug 08, 2009 12:54 pm
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- Portfolio Value
by alan green » Mon Jul 20, 2009 10:47 am
- 1 Replies
- 2566 Views
- Last post by Mark
Mon Jul 20, 2009 1:29 pm
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- Daily change
by Paul King » Thu Jul 16, 2009 8:44 pm
- 4 Replies
- 4032 Views
- Last post by Paul King
Sat Jul 18, 2009 5:59 pm
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- Printing "Specify Lots"
by gcgucken » Sun Jul 05, 2009 5:06 pm
- 3 Replies
- 3572 Views
- Last post by Mark
Mon Jul 06, 2009 4:35 pm
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- No Data in Capitla Gain Report
by gcgucken » Thu Jul 02, 2009 7:04 am
- 4 Replies
- 3793 Views
- Last post by gcgucken
Thu Jul 02, 2009 11:30 am
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- Left/Right Justified Text
by paulstonge » Sun Jun 28, 2009 12:21 pm
- 1 Replies
- 2315 Views
- Last post by Mark
Sun Jun 28, 2009 10:18 pm
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- OOP Invested (btw)
by paulstonge » Fri Jun 19, 2009 1:24 pm
- 4 Replies
- 3908 Views
- Last post by paulstonge
Mon Jun 22, 2009 11:04 am
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- Gain (btw)
by OnYourOwn » Mon Jun 01, 2009 2:45 am
- 6 Replies
- 5496 Views
- Last post by OnYourOwn
Wed Jun 17, 2009 4:43 pm
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- Custom Capital Gains Report
by paulstonge » Thu Jun 11, 2009 5:39 am
- 1 Replies
- 2464 Views
- Last post by Mark
Thu Jun 11, 2009 8:08 am
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- Report doesn't add up
by Robert A » Sat Feb 14, 2009 2:14 pm
- 3 Replies
- 4070 Views
- Last post by joe d
Sat Jun 06, 2009 12:30 pm
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- Custom report for Selected Sub-portfolio
by paulstonge » Tue Jun 02, 2009 2:13 pm
- 3 Replies
- 3388 Views
- Last post by Mark
Tue Jun 02, 2009 5:05 pm
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- Custom Settings - realized capital gains
by paulstonge » Fri Sep 05, 2008 8:16 am
- 7 Replies
- 6611 Views
- Last post by Mark
Tue Jun 02, 2009 9:46 am
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- Hide Sub-Portfolio & investments w/0 balances
by OnYourOwn » Tue May 26, 2009 2:01 pm
- 5 Replies
- 4863 Views
- Last post by Mark
Mon Jun 01, 2009 9:21 am
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- Over a year old buy/sell transactions for sold securities
by amir » Thu May 21, 2009 9:56 am
- 2 Replies
- 2917 Views
- Last post by amir
Thu May 21, 2009 10:35 am
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- Question on Portfolio Performance Report
by montyny » Tue May 19, 2009 8:32 am
- 1 Replies
- 2553 Views
- Last post by Mark
Tue May 19, 2009 9:16 am
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- portfolio value report
by jackrsm » Tue May 12, 2009 2:35 pm
- 1 Replies
- 2688 Views
- Last post by Mark
Wed May 13, 2009 6:52 pm
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- Date on Report
by Jan » Thu May 07, 2009 1:10 pm
- 1 Replies
- 2538 Views
- Last post by Mark
Thu May 07, 2009 1:42 pm
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- Portfolio Performance Bug?
by tlitkowski » Sat Apr 25, 2009 12:47 pm
- 7 Replies
- 5422 Views
- Last post by tlitkowski
Mon Apr 27, 2009 4:17 pm
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- copying selcted transactions from a larger portfolio
by toteman » Sat Apr 25, 2009 12:10 am
- 7 Replies
- 9702 Views
- Last post by toteman
Sat Apr 25, 2009 9:20 pm
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- ROI Yield Report Footers
by elliots » Wed Apr 15, 2009 10:15 am
- 1 Replies
- 2665 Views
- Last post by Mark
Wed Apr 15, 2009 10:31 am
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- Wash Sale Adjustment
by tj4ice » Sat Apr 11, 2009 6:21 am
- 1 Replies
- 2696 Views
- Last post by Mark
Sun Apr 12, 2009 9:56 am
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- Portfolio Value Report Includes Trans beyond date
by elliots » Wed Apr 08, 2009 9:39 am
- 1 Replies
- 2606 Views
- Last post by Mark
Wed Apr 08, 2009 3:36 pm
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- Customizing Reports
by slboomer » Mon Apr 06, 2009 12:07 pm
- 1 Replies
- 2576 Views
- Last post by Mark
Mon Apr 06, 2009 12:16 pm
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- Report File Location?
by Gally » Fri Mar 27, 2009 12:20 pm
- 1 Replies
- 2669 Views
- Last post by Mark
Fri Mar 27, 2009 5:44 pm
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- Report Filters
by Gally » Wed Mar 25, 2009 1:17 pm
- 1 Replies
- 2691 Views
- Last post by Mark
Thu Mar 26, 2009 3:59 pm
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- Cusomising Investment Transactions Fields
by trading247 » Wed Mar 18, 2009 8:55 am
- 2 Replies
- 3224 Views
- Last post by trading247
Wed Mar 18, 2009 9:43 am
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- Custom reports - alignment - column width
by investor » Thu Dec 04, 2008 4:51 pm
- 3 Replies
- 3987 Views
- Last post by Mark
Mon Mar 16, 2009 8:31 am
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- Income Reporting
by Gally » Sun Mar 08, 2009 11:27 am
- 1 Replies
- 2580 Views
- Last post by Mark
Tue Mar 10, 2009 2:13 pm
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- Sorting on Transaction report
by Gally » Mon Feb 23, 2009 2:29 pm
- 1 Replies
- 2706 Views
- Last post by Mark
Wed Feb 25, 2009 9:17 am
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- Investment Transaction Export
by Gally » Mon Feb 23, 2009 2:24 pm
- 1 Replies
- 2705 Views
- Last post by Mark
Wed Feb 25, 2009 8:41 am
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- Capital Gains - FIFO No print!!
by HCPierce » Wed Feb 11, 2009 10:35 pm
- 4 Replies
- 4264 Views
- Last post by HCPierce
Fri Feb 13, 2009 11:18 am
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- "Management Report"
by elliots » Mon Feb 02, 2009 1:33 pm
- 1 Replies
- 2675 Views
- Last post by Mark
Mon Feb 02, 2009 6:00 pm
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- Rebalance Report Allocation Target Percentages
by mdickson » Fri Dec 19, 2008 12:58 pm
- 3 Replies
- 3966 Views
- Last post by Mark
Thu Jan 29, 2009 8:33 am
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- Capital Gains report - adding columns
by Ricardo » Tue Jan 27, 2009 6:57 pm
- 2 Replies
- 3075 Views
- Last post by Ricardo
Wed Jan 28, 2009 12:09 am
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- 1st Column Label
by elliots » Mon Jan 19, 2009 2:49 pm
- 1 Replies
- 2750 Views
- Last post by Mark
Mon Jan 19, 2009 3:03 pm
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- What is Hot Highlight?
by elliots » Mon Jan 19, 2009 12:07 pm
- 1 Replies
- 2634 Views
- Last post by Mark
Mon Jan 19, 2009 2:08 pm
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- ROI Yield
by elliots » Mon Jan 19, 2009 11:54 am
- 1 Replies
- 2779 Views
- Last post by Mark
Mon Jan 19, 2009 2:07 pm
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- Porfolio Performance Percentage
by Larry » Wed Jan 14, 2009 8:02 pm
- 2 Replies
- 3346 Views
- Last post by Larry
Thu Jan 15, 2009 6:59 pm
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- Number format in custom report
by elliots » Tue Jan 13, 2009 5:14 pm
- 3 Replies
- 3410 Views
- Last post by Mark
Wed Jan 14, 2009 9:15 am
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- Investment Transactions
by elliots » Fri Jan 09, 2009 1:59 pm
- 1 Replies
- 2655 Views
- Last post by Mark
Fri Jan 09, 2009 7:40 pm
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- Printing Issue
by elliots » Thu Jan 08, 2009 1:03 pm
- 5 Replies
- 4379 Views
- Last post by Mark
Fri Jan 09, 2009 11:15 am
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- ROI Yield
by elliots » Thu Jan 08, 2009 3:42 pm
- 3 Replies
- 3582 Views
- Last post by Mark
Fri Jan 09, 2009 11:12 am
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- Portfolio Money Market account (MMDA1) as negative
by pablocampos » Thu Jan 08, 2009 8:54 am
- 1 Replies
- 5529 Views
- Last post by Mark
Thu Jan 08, 2009 9:17 am
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- Wash Sale Adjustment Calculation
by stevetone » Thu Dec 18, 2008 10:47 am
- 4 Replies
- 6103 Views
- Last post by Mark
Fri Dec 19, 2008 1:12 pm
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- rounding percentage fields
by bagmore » Tue Dec 09, 2008 2:09 pm
- 1 Replies
- 2736 Views
- Last post by Mark
Tue Dec 09, 2008 2:25 pm
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- annual yield for bonds or CDs or Bank Accounts
by bagmore » Wed Dec 03, 2008 3:01 pm
- 1 Replies
- 2644 Views
- Last post by Mark
Wed Dec 03, 2008 4:09 pm
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- Neutralize Cash outflows in the Performance
by Thomas20 » Mon Nov 03, 2008 6:02 am
- 4 Replies
- 4431 Views
- Last post by Thomas20
Mon Nov 03, 2008 9:26 am
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- Investments with zero balances
by Mike » Thu Oct 30, 2008 8:00 am
- 3 Replies
- 3663 Views
- Last post by Mark
Thu Oct 30, 2008 9:05 am
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- account description options - advisor version
by investor » Mon Oct 27, 2008 11:09 am
- 2 Replies
- 3301 Views
- Last post by investor
Tue Oct 28, 2008 11:18 am
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