Questions on using, creating, or understanding data in Fund Manager reports.
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- Auto-size Column Problem
by Ivan » Tue Sep 27, 2011 4:44 pm
- 3 Replies
- 571 Views
- Last post by Mark
Tue Sep 27, 2011 6:37 pm
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- performance reports
by reddragon » Tue Sep 20, 2011 8:20 am
- 1 Replies
- 685 Views
- Last post by Mark
Tue Sep 20, 2011 8:40 am
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- Day trades
by ivanf » Mon Sep 12, 2011 7:58 pm
- 3 Replies
- 570 Views
- Last post by Mark
Tue Sep 13, 2011 4:09 pm
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- Trading Reports
by AssetHound » Sun Sep 11, 2011 3:19 pm
- 3 Replies
- 583 Views
- Last post by Mark
Mon Sep 12, 2011 12:01 pm
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- reports
by reddragon » Thu Sep 08, 2011 1:34 pm
- 1 Replies
- 384 Views
- Last post by Mark
Thu Sep 08, 2011 2:27 pm
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- Customised report
by mfmelb » Fri Aug 26, 2011 5:31 pm
- 1 Replies
- 497 Views
- Last post by Mark
Sun Aug 28, 2011 5:08 pm
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- Want ROI using OOP contributions only ...
by Septaj » Mon Aug 22, 2011 12:36 pm
- 3 Replies
- 729 Views
- Last post by Mark
Tue Aug 23, 2011 8:07 am
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- Portfolio Value Report sub-totals per investment type
by rojeg » Thu Aug 18, 2011 11:23 am
- 5 Replies
- 805 Views
- Last post by rojeg
Sat Aug 20, 2011 1:05 pm
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- Sub-Portfolio Headings in Portfolio Value Report
by elliots » Thu Jan 08, 2009 12:22 pm
- 3 Replies
- 1750 Views
- Last post by Mark
Thu Aug 18, 2011 2:49 pm
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- Missing TWR figures
by mfmelb » Mon Aug 15, 2011 9:00 pm
- 1 Replies
- 548 Views
- Last post by Mark
Tue Aug 16, 2011 9:28 am
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- Select 2 out of various sub-portfolios for reporting
by rojeg » Tue Aug 02, 2011 9:55 am
- 5 Replies
- 677 Views
- Last post by rojeg
Mon Aug 15, 2011 11:43 am
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- Custom Report by Investment Goal.
 by aviator » Fri Jul 29, 2011 11:56 am
- 13 Replies
- 1674 Views
- Last post by Mark
Sun Jul 31, 2011 7:24 am
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- Portfolio Performance Report calcs w/ Transfer in/out
by michael » Sat Jul 30, 2011 2:31 am
- 1 Replies
- 483 Views
- Last post by Mark
Sat Jul 30, 2011 10:57 am
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- Category labels report
by michael » Tue Jul 26, 2011 8:10 am
- 3 Replies
- 625 Views
- Last post by Mark
Wed Jul 27, 2011 2:15 pm
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- Portfolio Value Report - Acquisition Date
by rojeg » Mon Jul 25, 2011 8:42 am
- 8 Replies
- 1370 Views
- Last post by rojeg
Tue Jul 26, 2011 2:17 pm
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- Historical prices - updating difficulty
by mike000111 » Wed Jul 20, 2011 8:01 pm
- 3 Replies
- 624 Views
- Last post by Mark
Fri Jul 22, 2011 10:41 am
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- Investment Transactions Report - Portfolio Value incorrect
by Glenn2 » Sat Jul 16, 2011 9:39 pm
- 8 Replies
- 1265 Views
- Last post by Glenn2
Mon Jul 18, 2011 5:09 pm
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- TWR with FYTD
by mfmelb » Sun Jul 17, 2011 11:09 pm
- 1 Replies
- 406 Views
- Last post by Mark
Mon Jul 18, 2011 9:33 am
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- name change on investment
by michael » Tue Jul 12, 2011 12:41 pm
- 1 Replies
- 458 Views
- Last post by Mark
Tue Jul 12, 2011 12:55 pm
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- Portfolio Editor Fields vs Custom Report Fields
by StarBright2011 » Fri Jul 08, 2011 1:01 pm
- 1 Replies
- 465 Views
- Last post by Mark
Fri Jul 08, 2011 1:49 pm
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- Distribution Yield
by Ivan » Wed Jul 06, 2011 4:12 pm
- 13 Replies
- 1272 Views
- Last post by Mark
Thu Jul 07, 2011 9:43 am
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- Executive Summary - Index Performance Summary
by herbiehusker » Wed Jul 06, 2011 10:45 am
- 1 Replies
- 469 Views
- Last post by Mark
Wed Jul 06, 2011 2:44 pm
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- Capital Gains Report
by StarBright2011 » Sun Jul 03, 2011 3:32 am
- 2 Replies
- 656 Views
- Last post by StarBright2011
Tue Jul 05, 2011 9:48 am
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- custom report-capital gains report & distribution summar
by michael » Wed Jun 29, 2011 9:05 am
- 4 Replies
- 862 Views
- Last post by michael
Wed Jun 29, 2011 12:41 pm
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- displaying memo and notes in a custom report
by michael » Wed Jun 29, 2011 7:28 am
- 1 Replies
- 533 Views
- Last post by Mark
Wed Jun 29, 2011 8:05 am
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- memorizing reports
by achowdhu » Mon Jun 27, 2011 5:13 am
- 1 Replies
- 402 Views
- Last post by Mark
Mon Jun 27, 2011 9:21 am
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- Invoice Report - Exchage Rate (USDBDT=X)
by achowdhu » Mon Jun 27, 2011 4:43 am
- 1 Replies
- 451 Views
- Last post by Mark
Mon Jun 27, 2011 9:13 am
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- Adding another category to an investment
by michael » Tue Jun 21, 2011 11:47 am
- 5 Replies
- 839 Views
- Last post by Mark
Tue Jun 21, 2011 4:58 pm
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- Advisor Custom Reporting
by Milli » Mon Jun 13, 2011 6:16 am
- 5 Replies
- 851 Views
- Last post by Mark
Tue Jun 14, 2011 10:56 am
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- OOP Calculation
by Gally » Sun Jun 05, 2011 12:09 pm
- 1 Replies
- 509 Views
- Last post by Mark
Mon Jun 06, 2011 9:17 am
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- Yield on Cost (YOC) Report
by twj332 » Sat Oct 02, 2010 8:02 pm
- 3 Replies
- 919 Views
- Last post by Mark
Wed May 25, 2011 9:21 am
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- Amortization of Bond Premium/Discount
by Ken M » Sat Feb 26, 2011 9:01 pm
- 3 Replies
- 3020 Views
- Last post by Mark
Sat May 21, 2011 3:35 pm
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- collateral value
by manageruser » Tue May 10, 2011 4:30 am
- 2 Replies
- 562 Views
- Last post by manageruser
Fri May 20, 2011 11:30 pm
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- Strange Portfolio Value Totalling Error
by surendar jeyadev » Thu May 19, 2011 5:57 pm
- 2 Replies
- 524 Views
- Last post by surendar jeyadev
Fri May 20, 2011 4:52 am
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- User-Defined Fields
by fiscalis » Mon May 16, 2011 2:58 pm
- 1 Replies
- 429 Views
- Last post by Mark
Mon May 16, 2011 3:44 pm
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- Standard Deviation
by paulk » Thu May 05, 2011 11:16 am
- 13 Replies
- 1131 Views
- Last post by Mark
Mon May 16, 2011 10:00 am
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- Disclaimer - Advisor Ver.
by cheapsk8 » Mon May 09, 2011 4:16 pm
- 5 Replies
- 683 Views
- Last post by Mark
Tue May 10, 2011 5:27 pm
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- Web based reporting
by achowdhu » Fri May 06, 2011 5:11 pm
- 1 Replies
- 489 Views
- Last post by Mark
Fri May 06, 2011 5:14 pm
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- Characters Partially Obscured
by Clive » Wed May 04, 2011 10:32 am
- 4 Replies
- 725 Views
- Last post by Clive
Thu May 05, 2011 7:41 am
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- ROI BTW and 3m in report
by csharin » Mon May 02, 2011 8:01 am
- 5 Replies
- 861 Views
- Last post by Mark
Mon May 02, 2011 1:58 pm
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- Blended Index
by paulk » Sat Apr 30, 2011 4:34 am
- 5 Replies
- 1285 Views
- Last post by Mark
Mon May 02, 2011 9:05 am
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- Memorized Reports
by StarBright2011 » Sun May 01, 2011 12:36 am
- 1 Replies
- 438 Views
- Last post by Mark
Mon May 02, 2011 8:22 am
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- Portfolio History
by joe d » Thu Apr 28, 2011 11:08 am
- 2 Replies
- 603 Views
- Last post by joe d
Sat Apr 30, 2011 6:30 am
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- Negative ROI for Money Market
by stevetone » Mon Apr 25, 2011 9:32 am
- 2 Replies
- 605 Views
- Last post by stevetone
Mon Apr 25, 2011 9:44 am
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- Contributions vs. Withdrawals.
by aviator » Sun Apr 24, 2011 6:16 am
- 1 Replies
- 535 Views
- Last post by Mark
Sun Apr 24, 2011 4:34 pm
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- Investment Stack.
by aviator » Sat Apr 23, 2011 6:24 am
- 1 Replies
- 499 Views
- Last post by Mark
Sat Apr 23, 2011 1:12 pm
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- TWR report
by mfmelb » Mon Apr 11, 2011 10:00 pm
- 14 Replies
- 2081 Views
- Last post by Mark
Wed Apr 20, 2011 3:21 pm
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- Portfolio Performance Report - YTD
by ggellman » Tue Apr 19, 2011 7:22 am
- 1 Replies
- 560 Views
- Last post by Mark
Tue Apr 19, 2011 8:16 am
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- Portfolio Statistics
by klvassalotti » Sat Apr 16, 2011 8:19 am
- 2 Replies
- 621 Views
- Last post by klvassalotti
Sat Apr 16, 2011 11:34 am
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- Improvement: Save all customersetting
by Ron Myers » Fri Apr 15, 2011 6:15 pm
- 1 Replies
- 493 Views
- Last post by Mark
Fri Apr 15, 2011 6:46 pm
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