Questions on using, creating, or understanding data in Fund Manager reports.
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- Performance Report
by rickbu » Thu Feb 02, 2012 3:19 pm
- 3 Replies
- 2266 Views
- Last post by Mark
Fri Feb 03, 2012 8:11 am
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- Portfolio Performance & Bond Summary Report question
by nebfinfm » Sun Jan 29, 2012 10:44 pm
- 2 Replies
- 1963 Views
- Last post by nebfinfm
Mon Jan 30, 2012 11:25 pm
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- Capital Gains report by lot
 by cbenenax » Thu Jan 19, 2012 7:52 pm
- 1 Replies
- 1561 Views
- Last post by Mark
Thu Jan 19, 2012 8:19 pm
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- Performance calcs involving dividend
by mfmelb » Mon Jan 16, 2012 10:22 pm
- 1 Replies
- 1550 Views
- Last post by Mark
Tue Jan 17, 2012 9:22 am
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- Year-on-year Performance of an Investment
by RoyS » Fri Jan 13, 2012 9:05 am
- 1 Replies
- 1539 Views
- Last post by Mark
Fri Jan 13, 2012 11:57 am
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- Price of Money Market Funds
by Ron Myers » Wed Jan 11, 2012 5:46 am
- 1 Replies
- 1567 Views
- Last post by Mark
Wed Jan 11, 2012 9:55 am
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- Trying to print Capital Gains Report
by Sheldon » Tue Jan 03, 2012 9:25 pm
- 5 Replies
- 2985 Views
- Last post by Mark
Thu Jan 05, 2012 9:48 am
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- Reconciliation Report
by haschade » Tue Jan 03, 2012 10:50 am
- 2 Replies
- 2036 Views
- Last post by haschade
Tue Jan 03, 2012 11:15 am
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- Exporting Reports
by paulk » Mon Dec 05, 2011 6:16 am
- 9 Replies
- 5223 Views
- Last post by Mark
Mon Jan 02, 2012 9:40 am
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- in TWR rprt how to limit reporting to period stock is owned?
by shalam » Sat Dec 17, 2011 9:31 pm
- 1 Replies
- 1817 Views
- Last post by Mark
Sun Dec 18, 2011 1:52 pm
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- how to create a portfolio level IRR report
by shalam » Sun Dec 04, 2011 6:05 am
- 6 Replies
- 4263 Views
- Last post by Mark
Sun Dec 18, 2011 1:40 pm
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- options related price problem
by shalam » Sat Dec 17, 2011 6:37 am
- 3 Replies
- 2506 Views
- Last post by shalam
Sat Dec 17, 2011 6:44 pm
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- Closed Investments
by mfmelb » Wed Dec 14, 2011 5:03 pm
- 1 Replies
- 1691 Views
- Last post by Mark
Wed Dec 14, 2011 5:53 pm
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- Captial Gains Report Dates
by Ivan » Mon Dec 12, 2011 4:38 pm
- 3 Replies
- 2338 Views
- Last post by Mark
Wed Dec 14, 2011 10:39 am
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- negative OOP Historical cost for cash account
by shalam » Mon Dec 12, 2011 3:34 am
- 2 Replies
- 1981 Views
- Last post by shalam
Mon Dec 12, 2011 11:12 am
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- Annualised total returns
by iwik » Thu Dec 08, 2011 10:46 pm
- 2 Replies
- 2057 Views
- Last post by iwik
Fri Dec 09, 2011 1:39 pm
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- Date settings
by poppylou » Thu Dec 08, 2011 4:28 am
- 1 Replies
- 1601 Views
- Last post by Mark
Thu Dec 08, 2011 9:18 am
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- Portfolio Editor - Incorrect "Value" Total
by Rob191 » Mon Dec 05, 2011 6:07 pm
- 2 Replies
- 2014 Views
- Last post by Rob191
Tue Dec 06, 2011 7:55 am
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- Open Lots - Totals Calculation
by Juergen » Mon Dec 05, 2011 7:31 am
- 1 Replies
- 1688 Views
- Last post by Mark
Mon Dec 05, 2011 10:46 am
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- Portfolio Performance Report
by fiscalis » Thu Dec 01, 2011 5:43 pm
- 2 Replies
- 1947 Views
- Last post by Mark
Fri Dec 02, 2011 6:33 am
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- Batch emails feature?
by dhhill » Sat Nov 19, 2011 10:42 am
- 1 Replies
- 1677 Views
- Last post by Mark
Sat Nov 19, 2011 11:40 am
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- ZERO BALANCE SHARE
by sodes » Wed Nov 16, 2011 2:49 am
- 2 Replies
- 2004 Views
- Last post by sodes
Wed Nov 16, 2011 9:19 am
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- Problem with portfolio value report
by cbenenax » Tue Oct 25, 2011 8:47 pm
- 1 Replies
- 1781 Views
- Last post by Mark
Tue Oct 25, 2011 9:18 pm
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- problem with investment performance report
by glen77badham » Mon Oct 24, 2011 6:28 pm
- 1 Replies
- 1672 Views
- Last post by Mark
Tue Oct 25, 2011 9:37 am
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- client access
by ralino » Sun Oct 16, 2011 5:39 am
- 1 Replies
- 1594 Views
- Last post by Mark
Sun Oct 16, 2011 8:42 am
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- Custom Report Question - Personal Version
by dpanderson » Sat Oct 15, 2011 8:26 am
- 1 Replies
- 1600 Views
- Last post by Mark
Sat Oct 15, 2011 10:11 am
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- How do you add benchmarks for reports
by dhhill » Fri Sep 30, 2011 6:00 am
- 3 Replies
- 3016 Views
- Last post by Mark
Fri Sep 30, 2011 10:52 am
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- Distribution Summary
by elliots » Thu Jan 08, 2009 1:50 pm
- 3 Replies
- 3623 Views
- Last post by Mark
Wed Sep 28, 2011 8:39 pm
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- Auto-size Column Problem
by Ivan » Tue Sep 27, 2011 4:44 pm
- 3 Replies
- 2390 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
- 1969 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
- 2308 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
- 2265 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
- 1510 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
- 1669 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
- 2554 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
- 3349 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
- 3641 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
- 1718 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
- 3206 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
- 6658 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
- 2634 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
- 2295 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
- 4828 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
- 2367 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
- 4732 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
- 1657 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
- 1587 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
- 1615 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
- 6380 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
- 1741 Views
- Last post by Mark
Wed Jul 06, 2011 2:44 pm
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