Questions on using, creating, or understanding data in Fund Manager reports.
-
- Track Portfolio Growth vs New Funding
by cricketbunty » Sun May 05, 2013 3:26 pm
- 3 Replies
- 51 Views
- Last post by Mark
Sun May 05, 2013 5:53 pm
-
- Modify existing memorized reports
by Paul » Mon Apr 29, 2013 8:21 am
- 5 Replies
- 46 Views
- Last post by Mark
Mon Apr 29, 2013 1:01 pm
-
- Calculating dividend yield
by Ivan » Fri Apr 12, 2013 10:05 pm
- 6 Replies
- 95 Views
- Last post by AssetHound
Fri Apr 26, 2013 7:19 am
-
- Contribution- Transfers
by astraseske » Fri Apr 12, 2013 10:38 am
- 1 Replies
- 35 Views
- Last post by Mark
Fri Apr 12, 2013 10:59 am
-
- Scottrade and dividends.
by ddmk6 » Sun Nov 20, 2011 3:03 pm
- 8 Replies
- 949 Views
- Last post by cricketbunty
Sun Apr 07, 2013 12:51 pm
-
- Inv_incptn returning wrong data
by abruehl » Tue Mar 19, 2013 12:38 pm
- 1 Replies
- 73 Views
- Last post by Mark
Tue Mar 19, 2013 4:10 pm
-
- Add "subtotal by / list by" to capital gains report
by gbenn » Mon Mar 11, 2013 12:10 pm
- 5 Replies
- 65 Views
- Last post by Mark
Mon Mar 11, 2013 2:04 pm
-
- View currency info in Capital Gains Reports
by gbenn » Sun Mar 10, 2013 12:58 pm
- 5 Replies
- 58 Views
- Last post by Mark
Mon Mar 11, 2013 12:19 pm
-
- How Can I Delete Asset and Investment Goal Labels
by ThomasK » Wed Feb 20, 2013 10:37 am
- 2 Replies
- 118 Views
- Last post by ThomasK
Thu Feb 21, 2013 12:45 pm
-
- Cash Book Value does not reflect Shares held at $1/share
by ThomasK » Wed Feb 20, 2013 11:02 am
- 1 Replies
- 44 Views
- Last post by Mark
Wed Feb 20, 2013 11:49 am
-
- Modifying Provided Asset Type Labels
by ThomasK » Wed Feb 20, 2013 10:44 am
- 1 Replies
- 44 Views
- Last post by Mark
Wed Feb 20, 2013 10:50 am
-
- OPP basis per share without dividends
by Ivan » Thu Feb 14, 2013 11:27 am
- 2 Replies
- 57 Views
- Last post by Ivan
Thu Feb 14, 2013 11:42 am
-
- How to generate a report showing accrued interest
by Segunmichael » Fri Jan 18, 2013 1:44 am
- 4 Replies
- 140 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
- 42 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
- 69 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
- 95 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
- 50 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
- 42 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
- 275 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
- 150 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
- 171 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
- 86 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
- 178 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
- 83 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
- 84 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
- 332 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
- 90 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
- 127 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
- 141 Views
- Last post by Mark
Sat Dec 01, 2012 9:12 am
-
- Report Filtered by Multiple Memo Fields
by ssherbin » Fri Nov 30, 2012 11:36 am
- 2 Replies
- 139 Views
- Last post by ssherbin
Fri Nov 30, 2012 12:21 pm
-
- Sample report with risk measurment
by gerard » Tue Nov 27, 2012 2:55 am
- 1 Replies
- 164 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
- 145 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
- 153 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
- 157 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
- 241 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
- 278 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
- 159 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
- 155 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
- 569 Views
- Last post by CeSinge
Wed Oct 03, 2012 10:45 am
-
- TWR
by mfmelb » Sun Sep 30, 2012 2:07 am
- 3 Replies
- 215 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
- 167 Views
- Last post by Mark
Wed Sep 19, 2012 9:46 am
-
- Rebalancing
by PWatson » Wed Sep 12, 2012 8:04 pm
- 4 Replies
- 291 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
- 165 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
- 165 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
- 319 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
- 324 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
- 240 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
- 221 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
- 401 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
- 203 Views
- Last post by Mark
Thu Jul 05, 2012 2:10 pm
Return to Board index
Who is online
Users browsing this forum: No registered users and 1 guest
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
|