Questions on using, creating, or understanding data in Fund Manager reports.
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- Investment Transactions Report - Portfolio Value incorrect
by Glenn2 » Sat Jul 16, 2011 9:39 pm
- 8 Replies
- 4820 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
- 1689 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
- 1614 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
- 1643 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
- 6518 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
- 1771 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
- 2102 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
- 3042 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
- 1766 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
- 1595 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
- 1628 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
- 3593 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
- 3563 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
- 1803 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
- 2816 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
- 6018 Views
- Last post by Mark
Sat May 21, 2011 3:35 pm
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- Strange Portfolio Value Totalling Error
by surendar jeyadev » Thu May 19, 2011 5:57 pm
- 2 Replies
- 2163 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
- 1743 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
- 7133 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
- 3485 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
- 1833 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
- 3270 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
- 3891 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
- 4427 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
- 1834 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
- 2315 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
- 2265 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
- 1833 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
- 1940 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
- 8024 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
- 1923 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
- 2193 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
- 1793 Views
- Last post by Mark
Fri Apr 15, 2011 6:46 pm
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- Column Widths
by Ron Myers » Fri Apr 15, 2011 6:07 pm
- 1 Replies
- 1742 Views
- Last post by Mark
Fri Apr 15, 2011 6:14 pm
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- Performance figures on Exec Summ vs. Portfolio Perf Report
by paulk » Wed Apr 13, 2011 12:30 pm
- 1 Replies
- 1929 Views
- Last post by Mark
Wed Apr 13, 2011 1:51 pm
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- Possible Bug with Memorized Reports.
by aviator » Sun Apr 03, 2011 9:33 am
- 8 Replies
- 5390 Views
- Last post by aviator
Wed Apr 06, 2011 3:41 pm
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- bug problem in portofolio value report
by Normnip » Tue Apr 05, 2011 7:10 pm
- 5 Replies
- 3443 Views
- Last post by Mark
Wed Apr 06, 2011 8:02 am
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- Reports by Symbol
by paul3nt » Sat Apr 02, 2011 12:38 pm
- 3 Replies
- 2716 Views
- Last post by paul3nt
Sun Apr 03, 2011 2:50 pm
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- Report Problem - Totals correct but line item missing
by fmtg01 » Sun Feb 20, 2011 9:44 pm
- 12 Replies
- 7031 Views
- Last post by fmtg01
Wed Mar 30, 2011 7:46 pm
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- Defining Fields beta 11
by Gary T. » Mon Mar 28, 2011 12:35 pm
- 3 Replies
- 2465 Views
- Last post by Mark
Wed Mar 30, 2011 12:02 pm
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- Tax Basis - Specific Lot reporting
by jbaron » Mon Mar 28, 2011 9:01 pm
- 4 Replies
- 3421 Views
- Last post by jbaron
Tue Mar 29, 2011 9:24 am
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- Report total less than sum of shown investments
by Lindobrown » Thu Mar 24, 2011 10:58 am
- 1 Replies
- 1884 Views
- Last post by Mark
Thu Mar 24, 2011 11:03 am
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- Can Calcs be Added to Custom Reports and a Filter Question
by George B » Sun Mar 20, 2011 4:02 pm
- 2 Replies
- 2204 Views
- Last post by George B
Mon Mar 21, 2011 4:28 am
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- ROI Yield Report Glitch?
by elliots » Mon Jan 10, 2011 1:04 pm
- 25 Replies
- 14527 Views
- Last post by Mark
Fri Mar 18, 2011 8:27 am
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- Data register went wild
by raysk » Thu Mar 17, 2011 3:48 pm
- 2 Replies
- 2265 Views
- Last post by Mark
Thu Mar 17, 2011 3:59 pm
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- Current Date/Time in Report Headers.
by aviator » Sun Mar 13, 2011 5:43 am
- 1 Replies
- 1834 Views
- Last post by Mark
Sun Mar 13, 2011 8:56 am
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- Reporting Account Fees (Detail Transcations with TOTAL)
by Good_Vibe » Mon Feb 28, 2011 4:23 pm
- 1 Replies
- 1816 Views
- Last post by Mark
Mon Feb 28, 2011 4:42 pm
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- Filter closed positions from reports
by cbenenax » Wed Feb 23, 2011 12:02 am
- 5 Replies
- 3481 Views
- Last post by StarBright2011
Wed Feb 23, 2011 11:57 am
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- Report of Price Data
by Ivan » Sun Feb 06, 2011 8:47 pm
- 2 Replies
- 2188 Views
- Last post by Mark
Sun Feb 06, 2011 9:52 pm
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- Portfolio Performance Report
by sinouye » Sat Feb 05, 2011 4:12 pm
- 1 Replies
- 1865 Views
- Last post by Mark
Sat Feb 05, 2011 6:09 pm
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