Questions on using, creating, or understanding data in Fund Manager reports.
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- Transactions not shown on report
 by fundman247 » Tue Dec 01, 2015 4:30 am
- 8 Replies
- 3438 Views
- Last post by fundman247
Wed Dec 02, 2015 12:01 pm
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- Modifying Provided Asset Type Labels
by ThomasK » Wed Feb 20, 2013 10:44 am
- 3 Replies
- 2548 Views
- Last post by Mark
Mon Nov 30, 2015 6:38 pm
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- Edit data for an investment
by cbenenax » Sun Nov 22, 2015 2:20 pm
- 3 Replies
- 1902 Views
- Last post by Mark
Wed Nov 25, 2015 5:33 pm
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- Custom Report - Filter Out Zero Dollar Items
by hipped1 » Tue Nov 17, 2015 1:42 pm
- 3 Replies
- 1877 Views
- Last post by Mark
Tue Nov 17, 2015 4:05 pm
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- Relative Strength
by bloveless » Sat Nov 07, 2015 2:51 pm
- 1 Replies
- 1399 Views
- Last post by Mark
Sun Nov 08, 2015 9:15 am
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- Tiered % based on sum of subportfolios
by mcrews » Thu Oct 22, 2015 2:20 pm
- 2 Replies
- 1590 Views
- Last post by mcrews
Thu Oct 22, 2015 2:50 pm
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- Correlation Matrix
by paulk » Tue Oct 14, 2014 11:22 am
- 6 Replies
- 2993 Views
- Last post by Mark
Tue Oct 13, 2015 5:17 pm
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- decimals in Performance report 2016
by gbfabiani » Thu Oct 08, 2015 12:42 pm
- 2 Replies
- 1619 Views
- Last post by gbfabiani
Fri Oct 09, 2015 6:10 am
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- Percentage Change in share price from Highest.
by Sterling Silver » Tue Oct 06, 2015 9:56 am
- 2 Replies
- 1648 Views
- Last post by Sterling Silver
Tue Oct 06, 2015 11:15 am
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- Rebalance Report contains ghost data
by Neill » Tue Oct 06, 2015 4:37 am
- 1 Replies
- 1312 Views
- Last post by Mark
Tue Oct 06, 2015 10:05 am
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- report to break down income
by alpappy » Fri Sep 25, 2015 9:13 pm
- 3 Replies
- 1883 Views
- Last post by Mark
Mon Sep 28, 2015 7:57 am
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- ROI on things that have been sold
by Mary Kennedy » Tue Sep 22, 2015 11:52 am
- 3 Replies
- 1922 Views
- Last post by Mark
Thu Sep 24, 2015 2:02 pm
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- Hiding an investment once it is sold.
by reddragon » Tue Sep 01, 2015 9:27 am
- 1 Replies
- 1390 Views
- Last post by Mark
Tue Sep 01, 2015 9:33 am
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- Percentage change in price of an asset from previous day
by edicrus » Thu Aug 13, 2015 3:23 pm
- 3 Replies
- 1883 Views
- Last post by edicrus
Mon Aug 17, 2015 3:00 pm
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- Problems noticed with currency exchange button
by flyboy320 » Wed Aug 12, 2015 1:29 pm
- 2 Replies
- 1694 Views
- Last post by flyboy320
Wed Aug 12, 2015 6:08 pm
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- Strange portfolio performance report
by tomseeley » Sun Aug 02, 2015 5:14 pm
- 2 Replies
- 1656 Views
- Last post by tomseeley
Mon Aug 03, 2015 2:45 pm
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- Performance
by moonlighter » Sun Aug 02, 2015 10:37 am
- 1 Replies
- 1308 Views
- Last post by Mark
Sun Aug 02, 2015 11:17 am
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- Values of montly performance report jan-mar
by fundman247 » Thu Jul 09, 2015 1:22 pm
- 5 Replies
- 2697 Views
- Last post by Mark
Fri Jul 10, 2015 7:38 am
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- Values of monthly report April to June
by fundman247 » Thu Jul 09, 2015 1:26 pm
- 1 Replies
- 1331 Views
- Last post by Mark
Thu Jul 09, 2015 2:22 pm
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- Gray Lines on Reports
by heidiasst » Mon Jun 08, 2015 7:50 am
- 2 Replies
- 1672 Views
- Last post by heidiasst
Mon Jun 08, 2015 8:43 am
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- Performance Reports don't total properly
by SteveP » Thu May 21, 2015 12:25 pm
- 5 Replies
- 2754 Views
- Last post by Mark
Fri Jun 05, 2015 8:54 am
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- Currency concentration report
by marathon » Wed May 13, 2015 1:50 am
- 5 Replies
- 2733 Views
- Last post by Mark
Wed Jun 03, 2015 8:06 pm
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- Portfolio position exposure report
by marathon » Wed May 13, 2015 1:52 am
- 1 Replies
- 1379 Views
- Last post by Mark
Mon Jun 01, 2015 8:30 am
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- Currecny bond report
by alpappy » Wed May 27, 2015 3:49 pm
- 1 Replies
- 1317 Views
- Last post by Mark
Wed May 27, 2015 4:15 pm
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- Monthly Performance OOP % Gain
by marathon » Sun May 10, 2015 12:43 am
- 1 Replies
- 1451 Views
- Last post by Mark
Sun May 10, 2015 11:55 am
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- Report column formating
by marathon » Sat May 09, 2015 6:15 pm
- 1 Replies
- 1407 Views
- Last post by Mark
Sun May 10, 2015 11:37 am
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- End of month cash balance recon report
by marathon » Thu May 07, 2015 10:02 pm
- 1 Replies
- 1309 Views
- Last post by Mark
Fri May 08, 2015 8:08 am
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- Portfolio Value/Accrued Interest
by elliots » Tue Apr 28, 2015 1:50 pm
- 1 Replies
- 1480 Views
- Last post by Mark
Tue Apr 28, 2015 2:07 pm
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- Portfolio yield is 5, but yield per share NA?
by silvan » Sat Apr 18, 2015 11:24 am
- 2 Replies
- 1745 Views
- Last post by silvan
Sat Apr 18, 2015 12:14 pm
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- Performance Reports Post Stock Split
by don4665 » Sun Mar 29, 2015 2:42 pm
- 4 Replies
- 2562 Views
- Last post by don4665
Sat Apr 04, 2015 3:55 pm
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- Alphabetizing Possible within the transactions on reports?
by heidiasst » Fri Mar 06, 2015 10:49 am
- 4 Replies
- 2368 Views
- Last post by heidiasst
Mon Mar 09, 2015 12:20 pm
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- Tax Exchange Format Export
by Bompa » Fri Feb 27, 2015 6:33 pm
- 2 Replies
- 1750 Views
- Last post by Bompa
Wed Mar 04, 2015 10:57 am
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- Reports in a different currency
by mli2001 » Tue Mar 03, 2015 4:20 pm
- 1 Replies
- 1275 Views
- Last post by Mark
Tue Mar 03, 2015 6:15 pm
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- Report Period Dates in Memorized Reports
by erlconsult » Fri Feb 27, 2015 6:08 pm
- 3 Replies
- 1858 Views
- Last post by Mark
Sun Mar 01, 2015 9:26 am
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- Performance by year
by Kelvin » Mon Jan 12, 2015 11:27 am
- 8 Replies
- 3423 Views
- Last post by B2B_Investing
Thu Feb 26, 2015 12:24 pm
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- Calculating dividend yield
by Ivan » Fri Apr 12, 2013 10:05 pm
- 8 Replies
- 4698 Views
- Last post by Mark
Mon Feb 16, 2015 10:39 am
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- Including assets in a report
by Mary Kennedy » Fri Feb 13, 2015 10:13 am
- 2 Replies
- 1523 Views
- Last post by Mary Kennedy
Fri Feb 13, 2015 10:42 am
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- Decimal places on Investment Transaction report
by flight » Sun Jan 11, 2015 12:28 pm
- 3 Replies
- 1991 Views
- Last post by Mark
Sat Feb 07, 2015 4:03 pm
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- Printing Notes
by nismith » Fri Feb 06, 2015 11:28 am
- 4 Replies
- 2241 Views
- Last post by nismith
Sat Feb 07, 2015 11:12 am
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- Investment type
by nismith » Fri Feb 06, 2015 11:05 am
- 1 Replies
- 1279 Views
- Last post by Mark
Fri Feb 06, 2015 11:10 am
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- OOP Historical Gain
by AssetHound » Thu Feb 05, 2015 8:49 pm
- 1 Replies
- 1212 Views
- Last post by Mark
Fri Feb 06, 2015 8:26 am
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- Apple Stock split
by reddragon » Wed Feb 04, 2015 2:18 pm
- 1 Replies
- 1231 Views
- Last post by Mark
Wed Feb 04, 2015 2:50 pm
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- Report Filtered by Multiple Memo Fields
by ssherbin » Fri Nov 30, 2012 11:36 am
- 3 Replies
- 2720 Views
- Last post by ssherbin
Wed Jan 21, 2015 5:45 pm
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- How do I use the same report format on multiple portfolios
by tomseeley » Fri Jan 09, 2015 8:04 am
- 4 Replies
- 2224 Views
- Last post by tomseeley
Tue Jan 20, 2015 5:14 pm
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- Income Schedule.
by aviator » Sat May 03, 2014 6:55 am
- 5 Replies
- 2625 Views
- Last post by Mark
Fri Jan 09, 2015 2:41 pm
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- Portfolio Value report
by flight » Sat Nov 29, 2014 2:25 pm
- 3 Replies
- 1881 Views
- Last post by Mark
Sun Jan 04, 2015 3:28 pm
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- Rebalance report
by unter » Tue Dec 16, 2014 8:10 am
- 1 Replies
- 1270 Views
- Last post by Mark
Tue Dec 16, 2014 10:35 am
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- Investment Transactions Report wishlist ; symb, cusip, name
by modelerMike » Wed Dec 10, 2014 11:56 am
- 1 Replies
- 1335 Views
- Last post by Mark
Wed Dec 10, 2014 12:09 pm
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- das held
by alpappy » Thu Dec 04, 2014 2:47 am
- 11 Replies
- 4422 Views
- Last post by alpappy
Fri Dec 05, 2014 4:51 pm
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- Capital Gains Report
by rskarke » Wed Dec 03, 2014 5:17 am
- 4 Replies
- 2098 Views
- Last post by Mark
Thu Dec 04, 2014 10:00 am
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