Questions on using, creating, or understanding data in Fund Manager reports.
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- Asset Allocation
by paulk1 » Tue Feb 12, 2013 1:55 pm
- 1 Replies
- 1594 Views
- Last post by Mark
Tue Feb 12, 2013 4:57 pm
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- Reports-Portfolio Performance
by wizard348 » Sun Feb 10, 2013 2:23 pm
- 3 Replies
- 2247 Views
- Last post by Mark
Mon Feb 11, 2013 9:51 pm
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- Problem Mailing Reports Generated
by Segunmichael » Wed Feb 06, 2013 9:42 am
- 3 Replies
- 2047 Views
- Last post by Mark
Wed Feb 06, 2013 2:34 pm
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- how to determine average exchange rate in past transactions
by gbfabiani » Sat Feb 02, 2013 7:20 am
- 1 Replies
- 1550 Views
- Last post by Mark
Sat Feb 02, 2013 11:57 am
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- Executive Summary
by reddragon » Tue Oct 09, 2012 1:11 pm
- 4 Replies
- 2948 Views
- Last post by Segunmichael
Sun Jan 27, 2013 7:26 am
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- Combined Subportfolio Reports
by LungDoc » Wed Nov 28, 2012 8:54 am
- 3 Replies
- 2953 Views
- Last post by Mark
Sat Jan 26, 2013 10:29 am
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- Release 12 - Memorized Reports
by Allan » Fri Nov 30, 2012 9:22 pm
- 3 Replies
- 2543 Views
- Last post by Mark
Sat Jan 26, 2013 10:23 am
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- Calculation failed due to <= 0 value
by BradN » Wed Jan 23, 2013 11:08 am
- 5 Replies
- 2804 Views
- Last post by BradN
Thu Jan 24, 2013 8:52 am
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- Custom Report - How calculate Days Owned?
by ThomasK » Fri Dec 28, 2012 2:10 pm
- 2 Replies
- 2032 Views
- Last post by ThomasK
Sat Dec 29, 2012 12:51 pm
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- Executive Summary
by sigma » Fri Dec 28, 2012 10:23 am
- 1 Replies
- 1572 Views
- Last post by Mark
Fri Dec 28, 2012 11:50 am
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- Security Transfer
by rdg » Wed Dec 26, 2012 4:01 pm
- 2 Replies
- 1839 Views
- Last post by Mark
Wed Dec 26, 2012 7:43 pm
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- Defined Field
by AssetHound » Mon Oct 22, 2012 4:03 pm
- 6 Replies
- 3692 Views
- Last post by Mark
Tue Dec 18, 2012 10:14 am
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- Reporting transaction by selected types & dates
by Good_Vibe » Thu Dec 13, 2012 12:17 pm
- 1 Replies
- 2116 Views
- Last post by Mark
Thu Dec 13, 2012 12:37 pm
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- Property Fileds: Custom1:, Custom2:, etc
by Tintin » Sun Dec 02, 2012 9:07 pm
- 1 Replies
- 1713 Views
- Last post by Tintin
Sun Dec 02, 2012 9:47 pm
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- N.A. in "Bought" field, Capital Gains Report
by CGB » Wed Nov 28, 2012 7:52 pm
- 3 Replies
- 2576 Views
- Last post by Mark
Sat Dec 01, 2012 9:12 am
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- Sample report with risk measurment
by gerard » Tue Nov 27, 2012 2:55 am
- 1 Replies
- 1823 Views
- Last post by Mark
Tue Nov 27, 2012 10:22 am
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- Reports total cost of a stock
by rkfrost » Thu Nov 22, 2012 12:13 am
- 1 Replies
- 1795 Views
- Last post by Mark
Thu Nov 22, 2012 9:06 am
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- Capital Gains Report: Sort Order
by sdrowles » Sun Nov 11, 2012 1:33 pm
- 2 Replies
- 2218 Views
- Last post by sdrowles
Sun Nov 11, 2012 1:52 pm
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- TWR Total
by ASU » Thu Nov 08, 2012 7:52 am
- 1 Replies
- 1895 Views
- Last post by Mark
Thu Nov 08, 2012 10:10 am
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- Capital Gains Not Showing
by sdrowles » Sun Oct 28, 2012 7:22 pm
- 3 Replies
- 2618 Views
- Last post by Mark
Tue Oct 30, 2012 9:01 am
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- Memorized reports- best practices
by PWatson » Sun Oct 14, 2012 5:53 pm
- 2 Replies
- 2317 Views
- Last post by PWatson
Mon Oct 15, 2012 8:29 am
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- N.A for Alpha, Beta and Sharpe Ratio
by mike42398 » Sat Oct 13, 2012 5:36 am
- 1 Replies
- 2037 Views
- Last post by Mark
Sat Oct 13, 2012 8:48 am
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- Properties memo question
by PWatson » Wed Oct 03, 2012 8:23 pm
- 1 Replies
- 1699 Views
- Last post by Mark
Thu Oct 04, 2012 8:40 am
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- Removing cash accounts from portfolio performamnce
by iwik » Sat Feb 11, 2012 7:25 pm
- 9 Replies
- 5208 Views
- Last post by CeSinge
Wed Oct 03, 2012 10:45 am
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- TWR
by mfmelb » Sun Sep 30, 2012 2:07 am
- 3 Replies
- 2503 Views
- Last post by Mark
Sun Sep 30, 2012 9:14 pm
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- Graphing Rebalance Comparisons
by oyz79 » Tue Sep 18, 2012 7:38 pm
- 1 Replies
- 1672 Views
- Last post by Mark
Wed Sep 19, 2012 9:46 am
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- Rebalancing
by PWatson » Wed Sep 12, 2012 8:04 pm
- 4 Replies
- 2917 Views
- Last post by PWatson
Fri Sep 14, 2012 6:05 am
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- View All Investment on Custom Report
by StarBright2011 » Tue Sep 11, 2012 2:40 pm
- 1 Replies
- 1655 Views
- Last post by Mark
Tue Sep 11, 2012 3:19 pm
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- average currency rate
by gbfabiani » Fri Sep 07, 2012 9:15 am
- 1 Replies
- 1746 Views
- Last post by Mark
Fri Sep 07, 2012 9:22 am
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- Bucket Planning
by AssetHound » Thu Aug 30, 2012 7:02 am
- 5 Replies
- 3155 Views
- Last post by Mark
Sun Sep 02, 2012 10:15 am
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- Portfolio Performance Report - holding consolidation
by jcarrallo » Tue Aug 07, 2012 9:31 am
- 3 Replies
- 2605 Views
- Last post by jcarrallo
Tue Aug 07, 2012 2:52 pm
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- Gauging trading effectiveness
by Ivan » Mon Jul 23, 2012 4:50 pm
- 1 Replies
- 1791 Views
- Last post by Mark
Tue Jul 24, 2012 9:41 am
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- REport for multiple subaccounts
by canaacap1 » Mon Jul 09, 2012 4:34 pm
- 1 Replies
- 1775 Views
- Last post by Mark
Mon Jul 09, 2012 6:14 pm
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- Web Reporting Tool
by jcarrallo » Tue May 22, 2012 7:14 am
- 2 Replies
- 2408 Views
- Last post by jcarrallo
Mon Jul 09, 2012 4:57 am
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- Investment Transaction report sorted by symbol
by michael » Thu Jul 05, 2012 2:06 pm
- 1 Replies
- 1739 Views
- Last post by Mark
Thu Jul 05, 2012 2:10 pm
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- Distributions
by gcgucken » Mon Jul 02, 2012 6:07 pm
- 6 Replies
- 3717 Views
- Last post by gcgucken
Tue Jul 03, 2012 4:53 pm
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- Specific lot - Report for each sell lot against its buy lot
by vdtedla1 » Sat Jun 23, 2012 9:04 pm
- 3 Replies
- 2469 Views
- Last post by Mark
Mon Jun 25, 2012 1:18 pm
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- Strange finding with FDRXX
by nrsmd » Tue Jun 19, 2012 6:31 am
- 1 Replies
- 1636 Views
- Last post by Mark
Tue Jun 19, 2012 7:42 am
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- Portfolio Performance Includes Transfers As Gains
by jchladek » Thu May 03, 2012 6:18 am
- 4 Replies
- 2947 Views
- Last post by jchladek
Thu May 03, 2012 11:05 am
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- External transactions
by Ivan » Tue May 01, 2012 9:24 pm
- 1 Replies
- 1586 Views
- Last post by Mark
Wed May 02, 2012 10:31 am
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- External Cash Flows
by stevetone » Tue Apr 24, 2012 9:09 am
- 7 Replies
- 4182 Views
- Last post by stevetone
Thu Apr 26, 2012 8:21 am
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- Exclude cash from Portfolio Value reports
by CeSinge » Mon Apr 23, 2012 11:33 am
- 4 Replies
- 3142 Views
- Last post by Mark
Tue Apr 24, 2012 12:48 pm
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- Do Not Display Zero Sh. Bal. does not work
by paul3nt » Thu Nov 24, 2011 3:36 pm
- 14 Replies
- 7665 Views
- Last post by Mark
Fri Apr 20, 2012 10:12 am
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- Batch Print to PDF Printer
by elliots » Sun Apr 15, 2012 9:09 am
- 1 Replies
- 1722 Views
- Last post by Mark
Sun Apr 15, 2012 9:46 am
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- gain % in the portfolio performance report
by gbfabiani » Fri Apr 06, 2012 1:57 pm
- 9 Replies
- 4400 Views
- Last post by Mark
Mon Apr 09, 2012 8:36 am
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- custom report w/ annual bond interest
by michael » Thu Mar 29, 2012 2:04 pm
- 1 Replies
- 1570 Views
- Last post by Mark
Thu Mar 29, 2012 2:36 pm
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- Canada Stockwatch
by KrisCan » Sun Mar 25, 2012 8:52 am
- 2 Replies
- 2166 Views
- Last post by KrisCan
Sun Mar 25, 2012 12:21 pm
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- Three Infos on bonds I am looking for
by gbfabiani » Sun Mar 18, 2012 2:36 pm
- 3 Replies
- 2384 Views
- Last post by Mark
Sun Mar 18, 2012 3:56 pm
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- security reporting wrong number in report
by alan green » Fri Mar 16, 2012 4:27 am
- 2 Replies
- 1926 Views
- Last post by alan green
Fri Mar 16, 2012 1:14 pm
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- Determine sub-portfolio from report
by Ivan » Thu Mar 15, 2012 6:41 pm
- 1 Replies
- 1469 Views
- Last post by Mark
Thu Mar 15, 2012 6:47 pm
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