Questions on using, creating, or understanding data in Fund Manager reports.
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- Variations on Standardized Reports
by Mary Kennedy » Wed May 12, 2010 1:48 pm
- 3 Replies
- 2923 Views
- Last post by Mark
Thu May 13, 2010 8:10 am
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- Show gain/loss that includes reinvested distribution
by Barbara Calvo » Tue May 11, 2010 10:00 am
- 1 Replies
- 2328 Views
- Last post by Mark
Tue May 11, 2010 10:16 am
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- Transaction Report - Improvements
by Gally » Wed Apr 21, 2010 9:12 am
- 3 Replies
- 2941 Views
- Last post by Mark
Thu Apr 22, 2010 8:15 am
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- Cap Gains & Distributions Rpts more useful with cusip
by modelerMike » Thu Mar 25, 2010 10:18 am
- 1 Replies
- 2246 Views
- Last post by Mark
Thu Mar 25, 2010 1:49 pm
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- Investment Transactions - Opening balance
by Glenn2 » Tue Mar 09, 2010 2:04 pm
- 1 Replies
- 2212 Views
- Last post by Mark
Tue Mar 09, 2010 4:04 pm
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- I have a question about ROI calculation.
by Ton » Sat Mar 06, 2010 1:50 am
- 2 Replies
- 2768 Views
- Last post by Ton
Sat Mar 06, 2010 10:38 pm
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- portfolio performance with zero value and rows and more
by schwarcz » Fri Mar 05, 2010 7:18 pm
- 9 Replies
- 5855 Views
- Last post by Mark
Sat Mar 06, 2010 8:03 pm
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- %gain-c
by Ton » Thu Mar 04, 2010 8:21 am
- 2 Replies
- 2584 Views
- Last post by Ton
Thu Mar 04, 2010 9:15 am
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- Portfolio performance report
by Harsh » Wed Mar 03, 2010 8:37 pm
- 1 Replies
- 2399 Views
- Last post by Mark
Thu Mar 04, 2010 8:16 am
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- Report's run time & date
by NewCastlePA » Mon Mar 01, 2010 10:17 am
- 1 Replies
- 2161 Views
- Last post by Mark
Mon Mar 01, 2010 10:33 am
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- Portfolio Value Report
by klvassalotti » Sun Feb 07, 2010 4:08 pm
- 3 Replies
- 3187 Views
- Last post by Mark
Sat Feb 20, 2010 9:50 am
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- Filtering stocks
by jnewton » Fri Feb 19, 2010 12:54 pm
- 1 Replies
- 2219 Views
- Last post by Mark
Fri Feb 19, 2010 2:04 pm
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- Merger/Spin off transaction report
by jnewton » Fri Feb 19, 2010 12:46 pm
- 1 Replies
- 2318 Views
- Last post by Mark
Fri Feb 19, 2010 1:53 pm
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- Cash Transfer In/Out
by realbg » Sun Jan 31, 2010 9:30 am
- 1 Replies
- 2606 Views
- Last post by Mark
Sun Jan 31, 2010 2:16 pm
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- Porfolio total greater than the sum of the parts
by PZORR » Fri Jan 29, 2010 6:16 pm
- 4 Replies
- 3946 Views
- Last post by PZORR
Fri Jan 29, 2010 7:13 pm
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- Double listing of investment
by Bernie » Mon Jan 25, 2010 10:17 pm
- 1 Replies
- 2437 Views
- Last post by Mark
Tue Jan 26, 2010 8:10 am
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- Performance Report Issue
by klvassalotti » Sun Jan 24, 2010 2:18 pm
- 1 Replies
- 2243 Views
- Last post by Mark
Sun Jan 24, 2010 4:48 pm
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- Distribution Characterization on Reports
by elliots » Tue Jan 19, 2010 2:16 pm
- 10 Replies
- 7104 Views
- Last post by Mark
Thu Jan 21, 2010 9:27 am
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- Performance Report Issues
by elliots » Tue Jan 19, 2010 1:01 pm
- 1 Replies
- 2400 Views
- Last post by Mark
Tue Jan 19, 2010 1:37 pm
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- Quicken import
by Glenn2 » Sun Jan 17, 2010 1:16 pm
- 3 Replies
- 3603 Views
- Last post by Mark
Mon Jan 18, 2010 8:45 am
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- Report Setting
by Gary T. » Fri Jan 15, 2010 1:59 pm
- 3 Replies
- 3173 Views
- Last post by Mark
Sun Jan 17, 2010 9:18 am
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- Zero Value items
by Gally » Fri Jan 15, 2010 12:03 pm
- 1 Replies
- 2180 Views
- Last post by Mark
Sat Jan 16, 2010 4:02 pm
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- Wild card characters In Memo field of Transaction Report
by Gally » Fri Jan 15, 2010 10:23 am
- 1 Replies
- 2319 Views
- Last post by Mark
Sat Jan 16, 2010 3:48 pm
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- Top Performers / Worst Performers
by CurtB » Mon Jan 04, 2010 5:46 am
- 5 Replies
- 4377 Views
- Last post by Mark
Fri Jan 08, 2010 5:01 pm
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- Excluding Tax-Deferred Accounts from Cap Gains Report
by stevetone » Fri Nov 21, 2008 8:50 am
- 13 Replies
- 9662 Views
- Last post by Mark
Tue Jan 05, 2010 8:18 pm
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- Customized Capital Gains Reports?
by Heidi » Tue Jan 05, 2010 8:06 am
- 1 Replies
- 2265 Views
- Last post by Mark
Tue Jan 05, 2010 8:30 am
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- weighted returns
by fez » Sun Dec 20, 2009 9:18 pm
- 1 Replies
- 2214 Views
- Last post by Mark
Mon Dec 21, 2009 8:58 am
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- Items don't show on Disribution Report
by jnewton » Thu Dec 17, 2009 10:15 am
- 2 Replies
- 2822 Views
- Last post by jnewton
Thu Dec 17, 2009 2:31 pm
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- Custom Reports
by brookwood » Wed Dec 16, 2009 2:29 pm
- 1 Replies
- 2405 Views
- Last post by Mark
Wed Dec 16, 2009 3:18 pm
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- Tax Basis
by jnewton » Tue Dec 08, 2009 12:20 pm
- 2 Replies
- 2961 Views
- Last post by jnewton
Tue Dec 08, 2009 1:42 pm
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- Portfolio Value Report error
by ishcabible » Tue Dec 08, 2009 10:07 am
- 2 Replies
- 2662 Views
- Last post by ishcabible
Tue Dec 08, 2009 10:46 am
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- Dividend Yield
by clay c » Fri Dec 04, 2009 8:37 am
- 1 Replies
- 2419 Views
- Last post by Mark
Fri Dec 04, 2009 8:58 am
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- portfolio performance incorrect results
by schwarcz » Mon Nov 30, 2009 9:31 am
- 6 Replies
- 4982 Views
- Last post by schwarcz
Mon Nov 30, 2009 11:24 am
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- Capital Gains - Investment Total by Term
by jw » Sat Nov 28, 2009 3:47 pm
- 4 Replies
- 4425 Views
- Last post by jw
Sun Nov 29, 2009 9:48 am
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- Management Fee Report problem
by haascap » Tue Nov 24, 2009 9:45 am
- 1 Replies
- 2250 Views
- Last post by Mark
Tue Nov 24, 2009 2:11 pm
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- REPORTS-CUSTOM
by robert1 » Sun Nov 15, 2009 5:44 pm
- 5 Replies
- 4238 Views
- Last post by Mark
Wed Nov 18, 2009 9:45 am
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- Redemptions + Commission
by OnYourOwn » Fri Nov 13, 2009 10:48 pm
- 4 Replies
- 3962 Views
- Last post by OnYourOwn
Mon Nov 16, 2009 8:05 pm
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- Reports - Wish list
by casurina » Wed Nov 11, 2009 2:41 am
- 1 Replies
- 2276 Views
- Last post by Mark
Wed Nov 11, 2009 8:24 am
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- Printer skin
by richard » Tue Nov 03, 2009 12:29 pm
- 2 Replies
- 2882 Views
- Last post by richard
Tue Nov 03, 2009 1:33 pm
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- Moving memorized reports
by richard » Tue Nov 03, 2009 12:32 pm
- 1 Replies
- 2305 Views
- Last post by Mark
Tue Nov 03, 2009 12:50 pm
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- Downloaded BUY data not showing up as Invested amount
by red_puppy » Sun Oct 11, 2009 1:59 pm
- 5 Replies
- 4434 Views
- Last post by Mark
Mon Oct 12, 2009 8:27 am
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- Portfolio Summary
by Jeff47 » Wed Sep 30, 2009 6:45 pm
- 4 Replies
- 4090 Views
- Last post by Jeff47
Wed Sep 30, 2009 8:56 pm
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- IRR Report
by heinlein2302 » Sat Sep 19, 2009 12:17 am
- 7 Replies
- 6174 Views
- Last post by Mark
Sun Sep 20, 2009 1:03 pm
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- Customizing reports
by designer » Sun Aug 16, 2009 10:55 am
- 4 Replies
- 3845 Views
- Last post by Mark
Thu Sep 17, 2009 9:03 am
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- Investment Transactions Report - Copy Text
by paulstonge » Sun Aug 16, 2009 6:55 am
- 3 Replies
- 3241 Views
- Last post by Mark
Sun Aug 16, 2009 8:40 am
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- Batch printing list
by Mike » Tue Aug 11, 2009 7:55 am
- 4 Replies
- 3824 Views
- Last post by Mike
Tue Aug 11, 2009 8:15 pm
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- Comparing my Portfolio to Market Indexes
by mikelemke » Sat Aug 08, 2009 11:21 am
- 1 Replies
- 2445 Views
- Last post by Mark
Sat Aug 08, 2009 12:54 pm
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- Portfolio Value
by alan green » Mon Jul 20, 2009 10:47 am
- 1 Replies
- 2546 Views
- Last post by Mark
Mon Jul 20, 2009 1:29 pm
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- Daily change
by Paul King » Thu Jul 16, 2009 8:44 pm
- 4 Replies
- 3991 Views
- Last post by Paul King
Sat Jul 18, 2009 5:59 pm
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- Printing "Specify Lots"
by gcgucken » Sun Jul 05, 2009 5:06 pm
- 3 Replies
- 3531 Views
- Last post by Mark
Mon Jul 06, 2009 4:35 pm
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