Questions on using, creating, or understanding data in Fund Manager reports.
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- Report Dates - Earliest Price or Transaction to date
by Bsrr » Sun May 04, 2025 6:29 am
- 2 Replies
- 7 Views
- Last post by Mark
Sun May 04, 2025 9:41 am
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- Track Investment Performance against Acq. Market Pric
by remoreno » Wed Apr 23, 2025 10:38 am
- 3 Replies
- 1004 Views
- Last post by Mark
Sat Apr 26, 2025 11:26 am
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- Option to turn off "hot link" on reports?
by fmuser » Wed Apr 02, 2025 7:21 am
- 1 Replies
- 13052 Views
- Last post by Mark
Wed Apr 02, 2025 8:34 am
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- Yield On Average Cost
by AssetHound » Sun Apr 07, 2024 4:15 pm
- 7 Replies
- 4060 Views
- Last post by Mark
Tue Mar 25, 2025 8:39 am
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- Distribution Summary report
by rmiz » Sat Mar 08, 2025 6:40 pm
- 2 Replies
- 851 Views
- Last post by rmiz
Mon Mar 10, 2025 4:58 pm
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- Total Value N/A
by keesverhoeven » Tue Feb 11, 2025 9:16 am
- 1 Replies
- 1126 Views
- Last post by Mark
Wed Feb 12, 2025 12:00 pm
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- Value matrix report
by bvzastrow » Sun Feb 09, 2025 2:37 am
- 3 Replies
- 498 Views
- Last post by Mark
Mon Feb 10, 2025 1:09 pm
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- Insufficient Memory Error
 by ElGordo » Sun Sep 22, 2019 9:36 am
- 6 Replies
- 4642 Views
- Last post by Djobydjoba
Tue Jan 14, 2025 11:05 am
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- Gain from Investment Performance report and graph different
by Djobydjoba » Sun Jan 05, 2025 10:57 am
- 4 Replies
- 844 Views
- Last post by Mark
Wed Jan 08, 2025 2:31 pm
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- Custom Reports and fields
by joesk » Mon Dec 30, 2024 9:47 am
- 1 Replies
- 505 Views
- Last post by Mark
Mon Dec 30, 2024 9:50 am
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- PDF Batch Printing of Reports
by ricbertsch » Mon Dec 16, 2024 10:22 am
- 6 Replies
- 1148 Views
- Last post by ricbertsch
Wed Dec 18, 2024 1:34 pm
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- Monthly Performance Report
by Bsrr » Sat Dec 07, 2024 11:49 am
- 2 Replies
- 672 Views
- Last post by Bsrr
Sun Dec 08, 2024 3:42 pm
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- Rebalance Report Exclude Sector Issue
by ballardian » Sun Nov 24, 2024 11:04 am
- 1 Replies
- 628 Views
- Last post by Mark
Sun Nov 24, 2024 2:29 pm
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- Basis report by Trx
by knerrd » Mon Nov 04, 2024 1:22 pm
- 1 Replies
- 703 Views
- Last post by Mark
Mon Nov 04, 2024 8:10 pm
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- Hidden Investments in Report
by Bsrr » Wed Oct 23, 2024 12:26 pm
- 6 Replies
- 1180 Views
- Last post by Bsrr
Wed Oct 30, 2024 11:16 am
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- TWR vs ROI
by mar » Wed Oct 16, 2024 11:22 pm
- 1 Replies
- 636 Views
- Last post by Mark
Thu Oct 17, 2024 1:36 am
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- Qualified v. non-qualified dividends
by LungDoc » Tue Oct 08, 2024 4:21 am
- 4 Replies
- 996 Views
- Last post by LungDoc
Wed Oct 16, 2024 5:35 am
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- Transaction Export - CNUM
by knerrd » Fri Oct 04, 2024 7:46 am
- 1 Replies
- 621 Views
- Last post by Mark
Fri Oct 04, 2024 9:17 am
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- How to set the correct dates in two reports
by osinv » Thu Sep 12, 2024 10:14 pm
- 4 Replies
- 7189 Views
- Last post by Mark
Tue Sep 17, 2024 8:08 am
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- Gain-I vs Gain-V vs Gain-F
by B2B_Investing » Wed Sep 11, 2024 4:26 pm
- 3 Replies
- 1535 Views
- Last post by Mark
Sat Sep 14, 2024 7:59 am
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- Report Comments/Notes
by Sterling Silver » Sat Sep 07, 2024 7:36 am
- 1 Replies
- 1241 Views
- Last post by Mark
Mon Sep 09, 2024 7:08 pm
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- Recalculate custom reports manually
by Djobydjoba » Mon Sep 02, 2024 3:01 am
- 1 Replies
- 1202 Views
- Last post by Mark
Mon Sep 02, 2024 10:15 am
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- Problem emailing reports after upgrade to advisor 2024
by Cole » Sat Jul 27, 2024 10:52 am
- 9 Replies
- 5547 Views
- Last post by Mark
Wed Aug 07, 2024 5:19 pm
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- Bond Ladder Reporting
by AssetHound » Tue Jul 30, 2024 9:41 am
- 1 Replies
- 1516 Views
- Last post by AssetHound
Tue Jul 30, 2024 9:50 am
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- Capital Gains Report
by knerrd » Mon Jul 22, 2024 7:06 am
- 2 Replies
- 1987 Views
- Last post by knerrd
Fri Jul 26, 2024 7:14 am
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- Sorted Fields
by 4MoreProfits » Sun Jan 10, 2021 9:31 am
- 12 Replies
- 11253 Views
- Last post by Mark
Thu Jun 27, 2024 8:46 am
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- duplicate entries on Performance Report
by suebrooks39887 » Wed May 29, 2024 10:20 am
- 1 Replies
- 3774 Views
- Last post by Mark
Wed May 29, 2024 11:37 am
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- How to create a Total Sum for dividend on Master Portfolio l
by Klaus » Sun May 19, 2024 2:53 am
- 2 Replies
- 3560 Views
- Last post by Klaus
Sun May 19, 2024 10:06 am
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- OOP negative resulting in %Gain as N.A.
by pm76tn » Sat May 04, 2024 7:46 am
- 4 Replies
- 3015 Views
- Last post by pm76tn
Sun May 05, 2024 7:57 am
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- save portfolio as csv
by alpappy » Fri May 03, 2024 2:26 pm
- 5 Replies
- 2985 Views
- Last post by alpappy
Fri May 03, 2024 8:29 pm
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- Sector Allocation Report question
by rminoak » Fri Apr 19, 2024 9:19 pm
- 2 Replies
- 2598 Views
- Last post by rminoak
Mon Apr 22, 2024 7:51 pm
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- Retained distributions
by MartyP » Sat Mar 16, 2024 9:30 am
- 5 Replies
- 4357 Views
- Last post by MartyP
Tue Mar 19, 2024 9:02 am
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- Totalize the values of a custom report field
by Djobydjoba » Fri Mar 08, 2024 5:54 am
- 5 Replies
- 3582 Views
- Last post by Mark
Fri Mar 08, 2024 5:22 pm
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- GIC/Bond Maturity date
by frs001@gmail.com » Thu Feb 29, 2024 10:20 am
- 2 Replies
- 2769 Views
- Last post by frs001@gmail.com
Thu Feb 29, 2024 8:39 pm
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- Prior Year Divident
by henrikk » Sat Feb 24, 2024 2:29 pm
- 1 Replies
- 2491 Views
- Last post by Mark
Mon Feb 26, 2024 8:57 am
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- Upside/Downside Capture Ratio
by swisspm » Sat Feb 17, 2024 1:34 am
- 3 Replies
- 3450 Views
- Last post by Mark
Mon Feb 19, 2024 9:04 am
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- Content of the column "Portfolio parent" truncated
by Djobydjoba » Sat Feb 03, 2024 3:08 pm
- 2 Replies
- 2643 Views
- Last post by Djobydjoba
Sun Feb 04, 2024 1:22 am
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- value change LD incorrect
by alpappy » Sat Feb 03, 2024 12:59 pm
- 3 Replies
- 3048 Views
- Last post by alpappy
Sat Feb 03, 2024 11:14 pm
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- Report Footnotes
by ricbertsch » Thu Feb 01, 2024 1:32 pm
- 1 Replies
- 2431 Views
- Last post by Mark
Thu Feb 01, 2024 5:49 pm
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- Monthly Performance by Sub Portfolio
by jskahan » Fri Jan 26, 2024 12:57 pm
- 1 Replies
- 2487 Views
- Last post by Mark
Fri Jan 26, 2024 2:12 pm
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- Current value - sum of all purchases?
by jstolzen » Mon Jan 22, 2024 2:42 pm
- 5 Replies
- 3662 Views
- Last post by Mark
Mon Jan 22, 2024 5:07 pm
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- Reconcile problem
by Woluwe » Thu Dec 07, 2023 10:15 am
- 1 Replies
- 5324 Views
- Last post by Mark
Thu Dec 07, 2023 10:23 am
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- list stock but not calculate it in PP report
by suebrooks39887 » Tue Nov 28, 2023 9:52 am
- 3 Replies
- 5445 Views
- Last post by Djobydjoba
Wed Nov 29, 2023 12:38 am
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- Filter multiple symbols
by wsslsi » Tue Jul 21, 2020 6:37 am
- 5 Replies
- 5826 Views
- Last post by DukeWeston
Sun Nov 26, 2023 3:21 pm
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- Min and Max values on filtering
by Vandring » Tue Nov 21, 2023 7:40 am
- 1 Replies
- 2760 Views
- Last post by Mark
Tue Nov 21, 2023 9:56 am
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- Daily Gains & Losses
by Traveller » Fri Nov 17, 2023 7:27 am
- 1 Replies
- 2596 Views
- Last post by Mark
Fri Nov 17, 2023 8:23 am
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- Filtering - OR & AND conditions
by jstolzen » Thu Nov 02, 2023 7:27 am
- 1 Replies
- 2837 Views
- Last post by Mark
Thu Nov 02, 2023 4:14 pm
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- Custom column names
by Vandring » Mon Oct 23, 2023 4:53 am
- 1 Replies
- 2902 Views
- Last post by Mark
Mon Oct 23, 2023 7:07 am
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- Names and symbols
by davepapaz » Thu Oct 19, 2023 5:36 pm
- 2 Replies
- 2987 Views
- Last post by davepapaz
Sat Oct 21, 2023 4:32 pm
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- Accrued Interest from Sale of T Bills?
by heidiasst » Wed Jul 12, 2023 7:50 am
- 10 Replies
- 7332 Views
- Last post by Mark
Wed Oct 11, 2023 1:31 pm
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