Questions on using, creating, or understanding data in Fund Manager reports.
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- Invest Perf Rpt - Yield picks up data outside date range
by twj332 » Tue Jan 25, 2011 4:55 am
- 4 Replies
- 3112 Views
- Last post by twj332
Thu Jan 27, 2011 11:21 am
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- Help with Custom Rpt - Adjust Cost Base ACB
by twj332 » Thu Jan 27, 2011 5:37 am
- 1 Replies
- 2316 Views
- Last post by Mark
Thu Jan 27, 2011 8:16 am
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- Portfolio Report not picking up current price
by jnewton » Wed Jan 19, 2011 11:52 am
- 17 Replies
- 9754 Views
- Last post by Mark
Wed Jan 26, 2011 11:40 am
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- ROI Yield from Inception
by neri » Fri Jan 21, 2011 6:41 am
- 1 Replies
- 1849 Views
- Last post by Mark
Fri Jan 21, 2011 8:12 am
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- Performance attribution
by mfmelb » Thu Jan 20, 2011 11:08 pm
- 1 Replies
- 2403 Views
- Last post by Mark
Fri Jan 21, 2011 7:54 am
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- Exec Summary Reconciliation
by elliots » Thu Jan 20, 2011 1:40 pm
- 4 Replies
- 2900 Views
- Last post by Mark
Thu Jan 20, 2011 8:35 pm
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- column headings
by neri » Tue Jan 18, 2011 8:59 pm
- 1 Replies
- 1848 Views
- Last post by Mark
Wed Jan 19, 2011 8:15 am
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- Capital Gains Report Content Missing
by monotonicus » Sat Jan 15, 2011 2:09 pm
- 5 Replies
- 3869 Views
- Last post by monotonicus
Sun Jan 16, 2011 7:11 pm
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- Bond Pricing
by Jan » Sat Jan 08, 2011 9:23 am
- 8 Replies
- 5410 Views
- Last post by Mark
Thu Jan 13, 2011 4:11 pm
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- Batch Email Reports in Advisor Edition
by Chandeleur » Tue Nov 16, 2010 10:49 am
- 6 Replies
- 4327 Views
- Last post by Mark
Mon Jan 10, 2011 11:48 am
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- Best fields for custom performance report
by Ivan » Sun Jan 02, 2011 6:52 pm
- 5 Replies
- 3536 Views
- Last post by Mark
Wed Jan 05, 2011 7:43 am
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- Excluding 'zero' investments in reports
by trqcsc » Sat Jan 01, 2011 4:39 pm
- 2 Replies
- 2410 Views
- Last post by trqcsc
Sat Jan 01, 2011 10:40 pm
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- Reports by strategy
by drmac » Fri Dec 31, 2010 3:46 pm
- 1 Replies
- 1969 Views
- Last post by Mark
Fri Dec 31, 2010 4:09 pm
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- Alpha & Beta
by posnerk » Sun Dec 26, 2010 8:41 pm
- 1 Replies
- 1963 Views
- Last post by Mark
Mon Dec 27, 2010 8:10 am
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- Opening just last report
by DavidJ » Tue Dec 21, 2010 6:00 pm
- 1 Replies
- 1872 Views
- Last post by Mark
Tue Dec 21, 2010 6:07 pm
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- Tax Year Reports
by Gally » Sun Dec 19, 2010 12:07 pm
- 1 Replies
- 1920 Views
- Last post by Mark
Sun Dec 19, 2010 12:11 pm
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- Where are the memorized reports stored?
by oldguy61 » Tue Dec 14, 2010 9:03 pm
- 1 Replies
- 1939 Views
- Last post by Mark
Tue Dec 14, 2010 9:22 pm
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- Hide individual subportfolio in reports
by Ivan » Mon Dec 13, 2010 4:37 pm
- 1 Replies
- 1923 Views
- Last post by Mark
Mon Dec 13, 2010 4:40 pm
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- Problems with cash balance on investment transactions report
by tjhughes72 » Fri Dec 10, 2010 11:09 am
- 2 Replies
- 2466 Views
- Last post by Mark
Fri Dec 10, 2010 12:55 pm
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- Sorting by Category Definition
by Ivan » Thu Dec 09, 2010 3:03 pm
- 3 Replies
- 2755 Views
- Last post by Mark
Thu Dec 09, 2010 3:34 pm
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- value and cost basis report
by paulk » Wed Dec 08, 2010 6:39 pm
- 16 Replies
- 10254 Views
- Last post by paulk
Thu Dec 09, 2010 12:53 pm
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- Sorting Custom Reports.
by aviator » Tue Dec 07, 2010 4:26 am
- 2 Replies
- 2362 Views
- Last post by aviator
Wed Dec 08, 2010 3:17 am
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- Calculate after-tax TWR & ROI or Yield ?
by paul3nt » Sat Dec 04, 2010 12:02 pm
- 2 Replies
- 2613 Views
- Last post by paul3nt
Mon Dec 06, 2010 2:19 pm
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- Custom Performance Report Fields
by Ivan » Sun Dec 05, 2010 5:19 pm
- 5 Replies
- 3558 Views
- Last post by Mark
Mon Dec 06, 2010 8:28 am
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- Investment transaction report title
by Beagle47 » Fri Dec 03, 2010 5:24 pm
- 6 Replies
- 4776 Views
- Last post by Beagle47
Sun Dec 05, 2010 2:50 pm
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- Custom reports : Problem with Period ranges memorization
by Djobydjoba » Thu Dec 02, 2010 11:37 am
- 2 Replies
- 2595 Views
- Last post by Djobydjoba
Thu Dec 02, 2010 12:51 pm
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- Portfolio Name.
by aviator » Fri Nov 19, 2010 11:16 am
- 2 Replies
- 2463 Views
- Last post by aviator
Sat Nov 20, 2010 6:38 am
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- Capital Gains When Not All Lots Are Specified
by comnwworks » Thu Nov 18, 2010 4:06 am
- 1 Replies
- 1970 Views
- Last post by Mark
Thu Nov 18, 2010 7:54 am
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- 401k transactions and performance report
by DHSmith » Wed Nov 10, 2010 7:16 pm
- 6 Replies
- 4522 Views
- Last post by DHSmith
Thu Nov 11, 2010 9:14 am
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- Portfolio Allocation Pie Chart in Executive Summary
by paulk » Wed Nov 10, 2010 1:43 pm
- 1 Replies
- 2015 Views
- Last post by Mark
Wed Nov 10, 2010 2:04 pm
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- Logo in Advisor edition
by paulk » Thu Nov 04, 2010 4:57 pm
- 1 Replies
- 1851 Views
- Last post by Mark
Thu Nov 04, 2010 5:00 pm
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- REPORTS
by robert1 » Tue Oct 19, 2010 8:15 am
- 1 Replies
- 1932 Views
- Last post by Mark
Tue Oct 19, 2010 8:52 am
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- Capital Gains Report Missing some Sales
by attunement » Thu Oct 14, 2010 9:53 am
- 4 Replies
- 3393 Views
- Last post by attunement
Thu Oct 14, 2010 11:36 am
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- Reports from two sub-portfolios
by johnreid » Sun Oct 03, 2010 8:07 pm
- 6 Replies
- 3932 Views
- Last post by Mark
Mon Oct 11, 2010 8:29 am
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- Capital Gains report - commissions columns
by vmarcink » Fri Oct 08, 2010 4:51 am
- 3 Replies
- 2764 Views
- Last post by Mark
Fri Oct 08, 2010 9:29 am
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- OOP Historical %Gain Quirk
by ballardian » Wed Sep 22, 2010 4:36 pm
- 3 Replies
- 2831 Views
- Last post by Mark
Thu Sep 23, 2010 10:39 am
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- 403(b) Management, Employer Matching, and Reports
by ballardian » Wed Sep 22, 2010 9:11 am
- 2 Replies
- 2410 Views
- Last post by ballardian
Wed Sep 22, 2010 10:43 am
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- beginning valuations
by DT » Fri Sep 17, 2010 4:25 am
- 6 Replies
- 4120 Views
- Last post by DT
Sat Sep 18, 2010 10:44 am
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- Combined Dividend Yield Report?
by bluffan » Tue Sep 07, 2010 7:12 pm
- 3 Replies
- 3181 Views
- Last post by Mark
Tue Sep 07, 2010 9:02 pm
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- Emailing Reports - MAPI error?
by cheapsk8 » Wed Jul 21, 2010 1:59 pm
- 3 Replies
- 2990 Views
- Last post by Mark
Mon Sep 06, 2010 12:17 pm
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- My reports are littered with N.A. values
by Milli » Thu Sep 02, 2010 9:30 am
- 1 Replies
- 2010 Views
- Last post by Mark
Thu Sep 02, 2010 9:44 am
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- Reporting in different currencies
by pg888 » Sat Aug 08, 2009 8:24 am
- 15 Replies
- 11267 Views
- Last post by Mark
Wed Sep 01, 2010 9:47 am
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- Order of Asset Types
by jimkorein » Fri Aug 20, 2010 11:32 am
- 9 Replies
- 5359 Views
- Last post by Mark
Mon Aug 23, 2010 1:40 pm
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- Export to CSV
by Stefan » Tue Aug 03, 2010 11:40 pm
- 4 Replies
- 3456 Views
- Last post by Stefan
Wed Aug 04, 2010 12:04 pm
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- Income Report
by Alivascu » Thu Jul 01, 2010 8:56 am
- 1 Replies
- 2233 Views
- Last post by Mark
Thu Jul 01, 2010 9:34 am
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- Custom report to show asset type percentage?
by cowanbill » Sat Jun 26, 2010 7:53 pm
- 1 Replies
- 2008 Views
- Last post by Mark
Sun Jun 27, 2010 10:26 am
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- Max to Max to Max incl divs
by L Larson » Mon Jun 21, 2010 7:30 am
- 4 Replies
- 3152 Views
- Last post by L Larson
Wed Jun 23, 2010 8:46 am
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- Portfolio Performance Report - Gain
by fmtg01 » Fri Jun 18, 2010 4:51 pm
- 1 Replies
- 2063 Views
- Last post by Mark
Sat Jun 19, 2010 11:37 am
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- Report by Month.
by aviator » Tue May 25, 2010 1:50 pm
- 2 Replies
- 2737 Views
- Last post by Mark
Sat May 29, 2010 7:49 am
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- Report Summaries.
by aviator » Sun May 23, 2010 6:52 am
- 1 Replies
- 2096 Views
- Last post by Mark
Sun May 23, 2010 10:29 am
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