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Rebalance report

Questions on using, creating, or understanding data in Fund Manager reports.

Postby unter » Tue Dec 16, 2014 8:10 am

In one of my portfolios I have asset types set up but when I print a rebalance report everything comes up N/A. When I print an asset allocation report it shows the allocations. I have the rebalance allocation targets and they work on other portfolios. Any ideas?
unter
 
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Postby Mark » Tue Dec 16, 2014 10:35 am

Hi unter,

I would double check your assigned allocation target. Open up "Edit / Report Settings..." in that report, and choose "Allocation Targets: <Edit Allocation Targets...>", and edit the one you're using, and make sure you select that same one, and it isn't a different/similar name. You should see the name of the allocation target in the report header as well.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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