Questions on using, creating, or understanding data in Fund Manager reports.
-
- Report Calculations
by AssetHound » Wed Jan 26, 2022 11:03 am
- 3 Replies
- 2330 Views
- Last post by AssetHound
Tue Feb 01, 2022 3:14 pm
-
- Report only cash transfers to external bank account
by Good_Vibe » Tue Jan 11, 2022 12:13 pm
- 6 Replies
- 3273 Views
- Last post by Good_Vibe
Thu Jan 13, 2022 3:53 pm
-
- Checking Report - Custom Settings
 by ThomasK » Thu Jan 13, 2022 11:32 am
- 1 Replies
- 1658 Views
- Last post by Mark
Thu Jan 13, 2022 1:39 pm
-
- Divider line in repotts
by Caiphus » Sun Jan 24, 2021 3:20 pm
- 3 Replies
- 2828 Views
- Last post by Mark
Thu Jan 13, 2022 1:33 pm
-
- Custom Report use of OOP basis (end) vs OOP-C basis (end)
by ThomasK » Mon Dec 20, 2021 11:31 am
- 3 Replies
- 2121 Views
- Last post by Mark
Fri Jan 07, 2022 1:28 pm
-
- One Investment Will Not Total
by gkant » Mon Jan 03, 2022 9:03 am
- 2 Replies
- 1770 Views
- Last post by gkant
Mon Jan 03, 2022 9:43 am
-
- Reordering/removing columns
by Vandring » Sun Jan 02, 2022 5:07 am
- 1 Replies
- 1393 Views
- Last post by Mark
Sun Jan 02, 2022 6:25 am
-
- Benchmark reports - How to properly setup?
by jstolzen » Thu Dec 23, 2021 9:36 am
- 9 Replies
- 5513 Views
- Last post by Mark
Thu Dec 23, 2021 6:03 pm
-
- Printing reports blank
by flight » Sat Dec 31, 2016 11:55 am
- 13 Replies
- 7384 Views
- Last post by matteopeo
Mon Dec 20, 2021 10:04 pm
-
- Custom report - price per share and gain per share
by ThomasK » Mon Dec 20, 2021 12:27 pm
- 1 Replies
- 1403 Views
- Last post by Mark
Mon Dec 20, 2021 1:23 pm
-
- Redundant subtotals
by av8rdave » Sat Aug 25, 2018 11:08 am
- 12 Replies
- 8632 Views
- Last post by osinv
Fri Nov 26, 2021 11:53 pm
-
- Portfolio properties report
by Vandring » Wed Oct 27, 2021 3:22 am
- 3 Replies
- 2148 Views
- Last post by Mark
Mon Nov 15, 2021 8:49 am
-
- total distributions
by cbenenax » Mon Oct 25, 2021 10:02 pm
- 3 Replies
- 1955 Views
- Last post by Mark
Tue Oct 26, 2021 9:06 am
-
- Price/value report problem
by Robert A » Tue Oct 19, 2021 4:18 pm
- 2 Replies
- 4399 Views
- Last post by Robert A
Wed Oct 20, 2021 2:22 pm
-
- currency gain loss
by alpappy » Mon Oct 18, 2021 2:45 pm
- 1 Replies
- 1693 Views
- Last post by Mark
Mon Oct 18, 2021 3:22 pm
-
- Negative Dividends
by chris319 » Sat Oct 16, 2021 2:28 pm
- 1 Replies
- 1746 Views
- Last post by Mark
Sun Oct 17, 2021 11:12 am
-
- Share Price percentage gain.
by Sterling Silver » Sat Apr 07, 2012 5:08 am
- 9 Replies
- 5872 Views
- Last post by Mark
Wed Oct 13, 2021 10:28 am
-
- basic percent change of price
by Bruce » Tue Sep 21, 2021 10:14 am
- 1 Replies
- 1898 Views
- Last post by Mark
Tue Sep 21, 2021 4:08 pm
-
- Capital Gains incorporate fees and costs
by kosmicmisfit » Sat Sep 18, 2021 8:39 am
- 7 Replies
- 3493 Views
- Last post by Mark
Mon Sep 20, 2021 11:26 am
-
- Portfolio Performance Report - Reinvested dividends
by johnkirin » Tue Aug 31, 2021 6:19 pm
- 2 Replies
- 2118 Views
- Last post by johnkirin
Wed Sep 01, 2021 4:05 pm
-
- How to "Hide" a Cash Position in a Hidden Sub Portfolio??
by heidiasst » Tue Aug 24, 2021 7:54 am
- 8 Replies
- 4569 Views
- Last post by Djobydjoba
Fri Aug 27, 2021 1:58 pm
-
- FX USD to GBO Conversion for Capital Gains report
by kosmicmisfit » Tue Aug 24, 2021 9:38 am
- 3 Replies
- 2449 Views
- Last post by Mark
Wed Aug 25, 2021 3:42 pm
-
- Open Lot's Report
by rdg » Mon Aug 16, 2021 1:02 pm
- 5 Replies
- 3056 Views
- Last post by Mark
Sun Aug 22, 2021 11:02 pm
-
- New 52wk Highs/Lows report
by Traveller » Tue Jul 13, 2021 6:41 am
- 1 Replies
- 2158 Views
- Last post by Mark
Tue Jul 13, 2021 3:45 pm
-
- calculations from spinoffs
by Mary Kennedy » Wed May 12, 2021 1:21 pm
- 5 Replies
- 5005 Views
- Last post by Mary Kennedy
Fri May 14, 2021 6:59 am
-
- Mild Vison Problems
by DavidJ » Mon Apr 26, 2021 8:22 am
- 3 Replies
- 2394 Views
- Last post by DavidJ
Wed Apr 28, 2021 11:01 am
-
- Captial Gains Report - Personal Version
by surendar jeyadev » Sun Apr 18, 2021 4:10 pm
- 5 Replies
- 2848 Views
- Last post by Mark
Wed Apr 21, 2021 8:34 am
-
- report on currency gain loss
by alpappy » Wed Feb 24, 2021 10:19 pm
- 3 Replies
- 2661 Views
- Last post by Mark
Thu Apr 15, 2021 9:38 am
-
- Report doesn't list a position
by frankpazulski » Tue Apr 13, 2021 11:21 am
- 2 Replies
- 1883 Views
- Last post by frankpazulski
Wed Apr 14, 2021 5:43 am
-
- Vertical Lines during mouse hover
by SteveP » Tue Apr 13, 2021 4:31 pm
- 2 Replies
- 1834 Views
- Last post by Mark
Tue Apr 13, 2021 5:12 pm
-
- Batch Printing Errors
by mcrews » Fri Mar 19, 2021 10:27 am
- 8 Replies
- 3941 Views
- Last post by Mark
Mon Apr 12, 2021 5:13 pm
-
- Capital Gains: Specific Lots Grouping
by Vandring » Fri Apr 09, 2021 12:12 am
- 1 Replies
- 1598 Views
- Last post by Mark
Fri Apr 09, 2021 7:16 am
-
- Parent Account Number repeating for Linked Portfolios
by Allan » Tue Mar 23, 2021 6:08 am
- 1 Replies
- 1605 Views
- Last post by Mark
Tue Mar 23, 2021 9:39 am
-
- Monthly vrs Quarterly Performance Report
by cir » Thu May 04, 2017 5:42 am
- 3 Replies
- 2767 Views
- Last post by Mark
Mon Mar 22, 2021 3:42 pm
-
- Custom Report - comparing date fields in an IF Function
by Allan » Fri Mar 19, 2021 5:58 am
- 4 Replies
- 2341 Views
- Last post by Allan
Fri Mar 19, 2021 5:11 pm
-
- Portfolio Change Report
by ballardian » Fri Mar 05, 2021 8:51 am
- 6 Replies
- 3223 Views
- Last post by Mark
Sat Mar 13, 2021 10:52 am
-
- TWR, Transactions, and Graph
by ballardian » Wed Mar 10, 2021 8:44 am
- 8 Replies
- 4062 Views
- Last post by ballardian
Thu Mar 11, 2021 2:05 pm
-
- Portfolio Editor Templates
by John Lea » Fri Mar 05, 2021 2:34 pm
- 14 Replies
- 5548 Views
- Last post by Mark
Tue Mar 09, 2021 7:11 am
-
- Column widths
by 4MoreProfits » Thu Mar 04, 2021 7:37 am
- 1 Replies
- 1549 Views
- Last post by Mark
Thu Mar 04, 2021 9:17 am
-
- Report of Closed Stocks
by Ilikemybu » Thu Feb 25, 2021 9:14 am
- 3 Replies
- 2182 Views
- Last post by Mark
Sun Feb 28, 2021 10:48 am
-
- Income Schedule
by dlevy » Thu Feb 25, 2021 11:36 am
- 1 Replies
- 1577 Views
- Last post by Mark
Fri Feb 26, 2021 10:07 am
-
- Monthly Performance report basic question
by gbfabiani » Tue Feb 16, 2021 8:17 am
- 1 Replies
- 1581 Views
- Last post by Mark
Tue Feb 16, 2021 10:49 am
-
- OpenLots/SpecLots report: Most values N.A. ???
by rlaggren » Sun Feb 14, 2021 4:29 pm
- 3 Replies
- 2056 Views
- Last post by Mark
Tue Feb 16, 2021 10:38 am
-
- Totaling a custom defined number field
by koudser » Fri Feb 12, 2021 1:32 pm
- 1 Replies
- 1514 Views
- Last post by Mark
Fri Feb 12, 2021 6:08 pm
-
- Solution to Track Newletter Reco Performance
by Ilikemybu » Sun Feb 07, 2021 1:13 pm
- 3 Replies
- 2215 Views
- Last post by Mark
Mon Feb 08, 2021 3:10 pm
-
- 3m Yield
by alan green » Thu Feb 04, 2021 10:11 am
- 7 Replies
- 3362 Views
- Last post by Mark
Fri Feb 05, 2021 5:11 pm
-
- Sub Portfolios
by csharin » Thu Feb 04, 2021 1:39 pm
- 1 Replies
- 1634 Views
- Last post by Mark
Thu Feb 04, 2021 1:41 pm
-
- Time-weighted Return Report shows ROI data
by Tom Kehrwald » Sat Jan 30, 2021 11:39 am
- 3 Replies
- 2045 Views
- Last post by Mark
Mon Feb 01, 2021 2:41 pm
-
- Issue after updating the latest quote module
by prasannainv » Thu Jan 28, 2021 7:19 am
- 7 Replies
- 3148 Views
- Last post by Mark
Thu Jan 28, 2021 12:51 pm
-
- Report Filters
by gmow » Wed Jan 13, 2021 11:56 am
- 1 Replies
- 1709 Views
- Last post by Mark
Wed Jan 13, 2021 12:04 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
|