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Q1 2006 Through Q3 2007 Message Board Archive

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  • Quote Retrieve from Yahoo Finance - George 18:28:15 06/03/07 (6)
  • Vanguard Transaction Retrieve question - MikeG 15:04:43 06/03/07 (6)
  • Performance Report - Gary Trimmier 13:13:23 06/03/07 (1)
  • Internet Retrieve Issues - David 12:09:46 06/03/07 (1)
  • no price updates - H. C. Pierce 21:02:28 06/02/07 (6)
  • Interactive Brokers transactions - Luke 18:39:31 06/02/07 (1)
  • Can't retrieve prices from MSN Historical - Tom Kehrwald 14:33:38 06/02/07 (2)
  • Can't update prices - Michael Goldstein 21:41:48 06/01/07 (3)
  • TD Ameritrade - Jim 16:15:50 06/01/07 (3)
  • auto calc - Pete 12:31:53 06/01/07 (1)
  • Strange things happening - Jerry 09:11:30 06/01/07 (4)
  • More on Price Retrieve - Dale 21:39:45 05/31/07 (1)
  • Announcement: Yahoo (Historical) is not serving mutual fund quotes - Mark 13:03:01 05/31/07 (2)
  • Average Cost in portfolio Editor - Alberto 03:43:05 05/31/07 (3)
  • Price Retreive Not Working - Transaction Not Working - Tim Hawkins 00:45:53 05/31/07 (1)
  • price retrieve - Alan Green 09:02:40 05/28/07 (1)
  • Specific tax lot vs FIFO tax lot - Jim 19:08:12 05/27/07 (3)
  • Merging two investments - Luca 17:55:08 05/27/07 (1)
  • Stock distribution - Sam Feldman 10:13:03 05/27/07 (1)
  • Retriving Fund prices - Edson Viana Moura 10:31:29 05/26/07 (1)
  • Time and sales historical reports - G 06:39:35 05/26/07 (1)
  • Update Yahoo-Germany doesn't work proper - Klaus Reitz 13:07:28 05/25/07 (5)
  • .01 headache - Carl 08:41:10 05/25/07 (1)
  • graphs - Bill 11:57:56 05/24/07 (1)
  • Save failure - Dragos Simion 09:52:44 05/24/07 (4)
  • rename dat file - Lawrence Brandon 06:46:56 05/24/07 (1)
  • Master portfolio? - Lawrence Brandon 17:03:04 05/23/07 (1)
  • Changing the name on Investment Account - Tim Hawkins 21:26:43 05/21/07 (1)
  • What is the cash account good for? - Luca 15:41:29 05/21/07 (3)
  • Bond Accruals - Alberto 15:27:34 05/21/07 (3)
  • Are Gains and yields still wrong for short sales? - Luca 10:53:52 05/20/07 (6)
  • Benchmark - Todd 17:34:52 05/18/07 (3)
  • FM and Linux? - David J Goldberg 10:00:37 05/17/07 (2)
  • Multiple price updates - Paolo 08:22:30 05/17/07 (1)
  • Price update not working - Marco 03:54:28 05/16/07 (2)
  • Bloomberg quote retrieval error - Ravs 14:26:49 05/15/07 (3)
  • Lucent Tech prices pre-merger - Ally Hasen 05:07:51 05/15/07 (0)
  • the code for gold on yahoo - mark lahood 03:43:23 05/10/07 (0)
  • Yahoo (historical) problem - Stijn 02:41:37 05/10/07 (2)
  • Split is Retrieved as a purchase - Robert 22:30:47 05/09/07 (6)
  • Retrieve Prices - date range dialog missing - Robert 20:21:12 05/09/07 (1)
  • feature request: user-defined markers - hohahoha 19:57:23 05/09/07 (2)
  • new default cash account is negative - Robert 17:49:53 05/09/07 (1)
  • Cost in different ccy than investment - Ravs 12:37:56 05/09/07 (1)
  • Graphs go haywire on new investment - Ravs 12:29:52 05/09/07 (10)
  • Urgent & Major problems with Yahoo since last update - Richard Trilling 17:40:18 05/07/07 (6)
  • Portfolio costs - Richard Trilling 08:21:26 05/06/07 (1)
  • Fund Manager vs. Fund Master Comparison - Martin Kennedy 16:05:18 05/05/07 (1)
  • Investments closed unexpectedly - Mark 20:01:29 05/04/07 (1)
  • internet retrieve prices - Allan S. Ivascu 10:25:42 05/04/07 (4)
  • Fund Manager on Windows Vista - Charles Seberg 19:21:59 05/03/07 (1)
  • Opening Date Range - Al Baird 03:13:19 05/03/07 (1)
  • Portfolio NAV - Danilo Albarracin 06:54:42 05/01/07 (4)
  • Stock option - CuTi 23:28:02 04/29/07 (3)
  • Contracts for Difference (CFD's) - Patrick 23:10:34 04/28/07 (1)
  • Graph Display Size on Closing Reports - Azamul Kahrim 13:59:06 04/28/07 (1)
  • Minor Problem with Display Range - Bill 11:22:29 04/28/07 (2)
  • Investments - F. Allen 18:58:21 04/26/07 (3)
  • Performance Report - SPS 16:16:59 04/26/07 (4)
  • FYI on problem View/Web Info (Vista,IE7) - Fred 12:16:21 04/26/07 (3)
  • Interest Income Reinvest?? - Robert Schutt 12:34:42 04/25/07 (4)
  • Getting Started with pro 84 trial - Harley Schwering 15:34:25 04/21/07 (1)
  • Problems in downloading quotes from Yahoo Italy - enrico 01:39:18 04/21/07 (12)
  • WinInet error 12152 - stijn 01:16:06 04/20/07 (7)
  • Can't download German stocks from yahoo anymore? - Hardy Draheim 19:40:59 04/18/07 (2)
  • Technical analysis bollinger %b-indicator - Bert 14:22:13 04/18/07 (4)
  • backup/restore - David Goldberg 13:29:30 04/18/07 (3)
  • Price & Distributions - Glenn Hall 00:23:29 04/18/07 (1)
  • subtotal by currency - cliff krause 17:52:35 04/17/07 (3)
  • Margin Loans - Dennis Evans 08:02:56 04/16/07 (1)
  • Yahoo Germany WKN and ISIN doesn't work anymore - Helmut 04:09:02 04/16/07 (6)
  • differences between backups - john 00:29:42 04/16/07 (4)
  • Missing Field for purchase dialog - John 17:18:50 04/15/07 (1)
  • Announcement: Updated Transaction Retrieve Module Available - Mark 15:41:48 04/15/07 (0)
  • Wrong graphs coming up - John 13:27:46 04/15/07 (2)
  • autobackup in vista - George 22:17:07 04/14/07 (6)
  • Graphs - Haley Burch 11:51:17 04/14/07 (1)
  • Will this work for Futures? - Dave 12:11:38 04/12/07 (1)
  • Capital Gain Distribution - Sean Phillips 21:31:05 04/11/07 (4)
  • Overlays - Al Baird 23:04:17 04/08/07 (1)
  • Spin off of MO shares - Andy Christensen 22:51:37 04/05/07 (2)
  • Sub-portfolio overlays - Al Baird 02:46:51 04/05/07 (3)
  • Price retrieval - Sam 20:19:20 04/04/07 (1)
  • upgrade to 8.4 - Charles Woll 17:47:36 04/04/07 (1)
  • Changes in performance that I did not make - Randy Katz 16:38:27 04/04/07 (2)
  • need more currencies - cliff krause 19:12:26 04/03/07 (2)
  • Portfolio Performance Report/Dividends - Randy Katz 15:37:32 04/03/07 (1)
  • Announcement: Updated Transaction Retrieve Module Available - Mark 13:53:27 04/03/07 (0)
  • Vanguard Download - CM 21:19:24 04/02/07 (8)
  • Canadian Dollar - Jack 20:35:10 04/01/07 (2)
  • Exporting Prices - Paul Abdullah 15:45:03 03/31/07 (1)
  • Portfolios and Sub-Portfolios - Azamul Kahrim 20:29:10 03/30/07 (2)
  • bloomberg - martin 14:24:19 03/30/07 (4)
  • Upgrading from Version 7.3 to 8.3 - Pablo Campos 20:53:48 03/29/07 (1)
  • Moving Interst Data to Dividends - Arthur Neill 05:30:16 03/28/07 (3)
  • reporting mutual fund capital gains reinvestments - chris 14:18:17 03/22/07 (1)
  • headings/titles on custom reports - chris 09:59:51 03/21/07 (1)
  • Retrieving Prices from the Internet - Bilal Alam 05:18:25 03/21/07 (1)
  • connection - joe dahl 18:38:13 03/20/07 (8)
  • performance reports & column totals - Chris 15:58:54 03/20/07 (4)
  • Enhancements - James Plummer 16:28:54 03/19/07 (4)
  • FM won't save internet download setting - eelton 10:56:27 03/17/07 (2)
  • Average Price - John 13:40:35 03/16/07 (2)
  • Hard Drive Failure - FundManagerUser 18:59:43 03/15/07 (1)
  • dividend retrieval data - Chris 14:17:58 03/15/07 (1)
  • cash account - alan green 14:09:01 03/14/07 (1)
  • Portfolio Valuation and auto calc broker commission - Tan Yang Ming 00:52:27 03/14/07 (5)
  • Announcement: Updated Quote Module Available - Mark 15:01:26 03/12/07 (1)
  • Investment Allocations - Roger Miller 10:39:11 03/12/07 (6)
  • TR Price Prime Reserve fund - Brent 16:37:35 03/10/07 (3)
  • Investment Goals and Asset Type Labels - Bob Organ 16:23:34 03/09/07 (4)
  • Bond price retrieval - Jerome Rosman 11:15:56 03/09/07 (1)
  • displaying an index - oscar hobson 08:59:56 03/09/07 (2)
  • Default cash accounts - Jerome Rosman 22:16:11 03/08/07 (1)
  • yield calculations - Chris 11:15:00 03/07/07 (1)
  • Canada Stockwatch Updates - Tenny 12:15:14 03/05/07 (18)
  • E*Trade - Charles Woll 08:57:18 03/05/07 (1)
  • report function - scubasteve 23:33:48 03/04/07 (5)
  • Export to Morningstar - Cliff 13:37:59 03/04/07 (3)
  • Combining funds in report - Cliff 10:22:48 03/04/07 (1)
  • Automatic backup aborted message - Richard Webb 15:35:49 03/03/07 (1)
  • Retrieval of Option Prices - Albert Venosa 12:16:37 03/03/07 (4)
  • Cost basis for Investment which returns Capital and Distributions reinvested - Bilal Alam 03:18:46 03/03/07 (1)
  • Retrieve Symbol/Investment - David J Goldberg 18:41:35 02/26/07 (1)
  • Windows VISTA - Robert Bell 16:45:09 02/25/07 (1)
  • % gainon sold stocks - HarryTeder 17:31:14 02/24/07 (1)
  • Cash/Money Markets Included in Return Measures - SS 12:18:10 02/24/07 (4)
  • Transaction update failure - Glenn Hall 10:48:25 02/24/07 (5)
  • hiding investment names in reports - Edward Seward 10:28:37 02/23/07 (3)
  • Blank Custom Reports - Gary Wilson 23:36:24 02/22/07 (1)
  • Conversion of Vanguard Individual shares to Admiral shares - Robert Bell 17:49:16 02/22/07 (4)
  • Migration to Vista - Tenny 20:36:09 02/19/07 (4)
  • Is it possible to import from text file? - Venkat 18:28:41 02/19/07 (1)
  • Problems returning fund prices from MSN - Mark Anderson 14:52:20 02/19/07 (5)
  • Cash account and fees - John 03:47:52 02/19/07 (4)
  • Can FM automatically update for dividends and cap gains? - Ani 04:29:53 02/18/07 (3)
  • Header changes in reports - Richard Trilling 06:40:09 02/17/07 (1)
  • Problem with Reconciliation Wizard - Dale 23:15:03 02/16/07 (3)
  • Alerts - Bob Berry 09:50:53 02/15/07 (1)
  • Does FM work for funds that no longer exist? - Ani 18:54:34 02/14/07 (1)
  • American Funds - John Gillen 16:55:38 02/14/07 (9)
  • "Sort by" difficulties for Edit All Data - Reid 11:10:26 02/14/07 (1)
  • INTENG4X.DLL - Joe Schreiber 21:34:54 02/12/07 (3)
  • Importing problem - Stan 07:02:48 02/08/07 (1)
  • Distribution Summary Report - Bruce Bille 12:59:57 02/05/07 (2)
  • Handling Buyouts/Mergers - Michael Ruhoy 10:16:19 02/05/07 (1)
  • Change and % Change always zero - Mark_M 12:01:47 02/04/07 (3)
  • Investment graphs shows no data - John 19:20:09 02/02/07 (2)
  • Importing portfolio transaction from quicken 2007 - RC Power 14:58:22 02/02/07 (3)
  • Price Updates - John Lea 14:48:37 02/01/07 (1)
  • More Currency - John Lea 06:34:11 01/29/07 (6)
  • multi currency processing - martin F 00:39:47 01/29/07 (3)
  • Graphs Investments overlay but for subpotfolios - el_del_14 10:47:31 01/28/07 (1)
  • Dow Jones Industrials - John Frost 20:38:16 01/27/07 (1)
  • Multiple pie charts appearing after upgrade - Steve 21:05:32 01/26/07 (3)
  • Set Active Portfolio - Dale 21:15:29 01/25/07 (2)
  • Positive and negative values - John 04:55:42 01/24/07 (1)
  • four questions - John 04:06:41 01/23/07 (3)
  • Price History - Doug 19:15:22 01/22/07 (1)
  • Graphing portfolio liquidity - Tim 12:22:44 01/22/07 (3)
  • Hang Seng Index - Tony Kovar 11:17:32 01/22/07 (2)
  • Hiding Investment Suggestion - SS 18:55:01 01/18/07 (8)
  • Investment Properties - Steve 15:56:26 01/18/07 (2)
  • 401(k) Company Match - SPS 15:40:27 01/18/07 (5)
  • Buy out/Merger of two companies - Willis Dillon 17:03:10 01/17/07 (3)
  • Priced won't update anymore - Steve Carpino 20:16:27 01/15/07 (4)
  • Liquidated stocks - Harry Teder 20:05:21 01/14/07 (7)
  • Data Importation - Birkett Becker 12:09:25 01/14/07 (1)
  • Do you have any plans to support futures? - Joe 00:34:54 01/14/07 (3)
  • Tax-Free Spin-Offs - SS 22:04:20 01/13/07 (1)
  • Skins - John Lea 06:28:09 01/13/07 (2)
  • Yahoo Adjusted Historical - Michael Flanagan 20:06:25 01/12/07 (1)
  • Hiding Sold Investment Unless Sold During Reporting Period - SS 00:19:30 01/12/07 (1)
  • Using Email Reports Feature - SS 23:53:26 01/11/07 (1)
  • asterisk - Harry Teder 20:37:23 01/11/07 (1)
  • Purchase/redeem Funds - H. C. Pierce 20:11:01 01/11/07 (3)
  • Potential customer question - George Defenbaugh 20:10:59 01/11/07 (1)
  • Copying Reports to the Clipboard - John Swanson 07:16:00 01/11/07 (1)
  • Failure to retrieve stock quote - Glenn Hall 00:41:16 01/10/07 (2)
  • ROI (btw) always annualizing - Corey 23:48:04 01/09/07 (5)
  • Managing Cash in Lieu for Reception of Partial Shares - SS 22:25:10 01/09/07 (1)
  • Reconcile & cash account - Tom 10:39:37 01/09/07 (3)
  • updating investment - harry hefter 17:32:07 01/08/07 (5)
  • Reports List "(Page 1)" Implying More Pages - SS 23:36:17 01/07/07 (3)
  • Can't find OOP percent gain function - SS 22:27:35 01/07/07 (1)
  • Internet Retrieve - Sam 19:24:48 01/07/07 (4)
  • investments turned off unexpectedly - Mark 08:41:13 01/07/07 (3)
  • taking out benchmark comparisons in distribution summaries - SS 18:00:53 01/06/07 (1)
  • portfolio beta not displaying in custom report - SS 08:43:26 01/06/07 (4)
  • Portfolio cannot be displayed - Peter Petula 00:35:24 01/06/07 (9)
  • Feature Request: Nomenclature for Stock Transfers - SS 16:21:30 01/05/07 (1)
  • Reconcile Function Questions - SS 10:18:54 01/03/07 (1)
  • Import historical price data with Symbol & Name - Michael 22:57:59 01/02/07 (1)
  • Confusion on cash settlement accounts - Tom Kehrwald 16:38:46 01/01/07 (11)
  • Money Market Manual to OFX Retrieve - SS 16:01:24 01/01/07 (4)
  • Quarterly vs. annual return. - Harry Teder 18:41:43 12/31/06 (12)
  • Cash Account / Retrival / Balance/FM 8.2 - Glenn Hall 11:36:57 12/31/06 (1)
  • Merger price update - David Goldberg 09:09:43 12/30/06 (6)
  • % Gain-I - Robert A 23:47:19 12/29/06 (9)
  • distributions - Dwayne 18:32:52 12/29/06 (1)
  • Cash withdrawal - Rupert Page 14:31:25 12/29/06 (1)
  • MERFX incorrect price update - David J Goldberg 16:58:56 12/28/06 (3)
  • grossly incorrect yields - Brian Duncombe 07:46:30 12/28/06 (3)
  • Splits & Alerts - Richard Trilling 01:48:17 12/28/06 (1)
  • Average Annualized Yield? - Gary 01:45:50 12/27/06 (1)
  • Non-major Currencies - Gregory Fret 14:08:23 12/26/06 (1)
  • Moving application - James C. Plummer 10:24:47 12/23/06 (1)
  • cost basis - jc 20:18:22 12/22/06 (1)
  • acquisition and symbol change - kc 00:05:53 12/22/06 (0)
  • options transaction and retrieving price problems - glenn williamson 15:32:41 12/20/06 (1)
  • RIO Yield Report - Clive 12:16:08 12/20/06 (2)
  • Data Register Order - John Mott 00:47:50 12/19/06 (2)
  • Now FM version - Kaveh Kermanshahi 19:22:12 12/18/06 (3)
  • File management - Mary Kennedy 20:01:55 12/17/06 (3)
  • Export to Quicken - Cliff 10:19:28 12/17/06 (1)
  • Possible report enhancements - Bill 14:13:37 12/16/06 (1)
  • Bond Pricing - Gregory Fret 12:36:25 12/16/06 (1)
  • DDE - Luigi Pradolin 07:47:26 12/16/06 (1)
    • Re: DDE - Mark 15:38:36 12/16/06 (0)
  • Recording cost basis for share distributions - Craig 15:47:05 12/14/06 (1)
  • Advisor Experience - Martin Mesecke 16:31:25 12/13/06 (1)
  • Announcement: Updated Transaction Retrieve Module Available - Fund Manager Announcement 13:17:54 12/12/06 (0)
  • Transactions downloads-handling distributions - Don Miller 16:32:20 12/11/06 (1)
  • Transation Retrieval - jim 10:54:25 12/11/06 (8)
  • GBP Price quotes - Jason Bahnsen 07:22:44 12/06/06 (1)
  • Distribution Report Options - John Mott 01:58:47 12/06/06 (1)
  • Reports w/SubTotals - Bob W 21:20:24 12/05/06 (3)
  • Shortcuts - Finn Nielsen 13:18:28 12/05/06 (1)
  • bond maturity schedule - Chris 16:02:08 12/04/06 (0)
  • Now FM version - Kaveh Kermanshahi 07:28:20 12/04/06 (1)
  • Overlay Problem? - David 13:20:10 12/02/06 (2)
  • personnal stock Monitor - Sergio Ninio 07:51:58 12/02/06 (1)
  • Restructure of Portfolio - A Bridge Too Far? - Gary Wilson 20:47:01 12/01/06 (1)
  • Program change? - James 18:20:49 12/01/06 (5)
  • Beg Value zero - Harry Teder 13:43:55 12/01/06 (5)
  • Macintosh - Kaveh Kermanshahi 11:28:35 12/01/06 (6)
  • price retrieval problem - Chris 08:51:08 12/01/06 (1)
  • Vanguard GMMA Swich - Jim Howes 23:07:25 11/28/06 (1)
  • Differences in Gain fields - Corey 14:57:44 11/27/06 (7)
  • Reports - Michael Flanagan 00:54:06 11/27/06 (1)
  • Performance Reports: Investment vs. Portfolio. - Harry Teder 15:43:09 11/25/06 (1)
  • Annoyance: Version 7.8 - Steven Mears 07:03:35 11/25/06 (1)
  • Cash Total Wrong - Evan 20:33:18 11/22/06 (1)
  • 3 funds out of 11 never update - Robert Lewis 18:40:19 11/22/06 (5)
  • Changes to selected quote servers with upgrade to 8.0 - Bill 18:15:48 11/22/06 (4)
  • FM.exe unexpected termination - Dave Upright 09:37:12 11/21/06 (3)
  • Generic Import - Bjarne Hedegaard 18:34:39 11/20/06 (1)
  • Data Register display - Mark-T 09:29:40 11/20/06 (2)
  • How do I display... - David 04:31:08 11/19/06 (3)
  • Portfolio names - Bruce Bille 00:48:12 11/18/06 (2)
  • excluding assets from performance reports - Chris 10:43:57 11/16/06 (1)
  • directory files - al goshen 10:59:17 11/15/06 (1)
  • Delete Investments - Steve 20:44:32 11/14/06 (1)
  • Reports Calculation - Sam 17:42:17 11/13/06 (1)
  • One asset only reports - Chris 09:41:54 11/10/06 (6)
  • Many questions - Esteban Endere 16:37:43 11/09/06 (1)
  • recording dividend paid out of portfolio to shareholder - scubas 18:12:15 11/08/06 (3)
  • Investment ordering - Franklin Demuth 13:33:40 11/06/06 (5)
  • selecting investment in portfolio - WINNERHEAD 16:19:05 11/03/06 (1)
  • DELETING INVESTMENT - WINNERHEAD 16:13:01 11/03/06 (1)
  • distribution column in port performance report - scubas 20:41:26 11/01/06 (1)
  • FM8 - WINNERHEAD 17:01:12 11/01/06 (7)
    • Re: FM8 - Mark 17:11:44 11/01/06 (6)
      • Re: FM8 - WINNERHEAD 17:52:44 11/01/06 (1)
        • Re: FM8 - Mark 18:49:54 11/01/06 (0)
  • Portfolio Names - Franklin Demuth 13:57:17 11/01/06 (1)
  • Prices for SBC - Ally Hasen 20:41:08 10/31/06 (0)
  • PC Quotes - Peter Eigler 03:54:04 10/30/06 (1)
  • Yield in Portfolio Performance chart - Harry Teder 20:05:46 10/29/06 (8)
  • Lost Message Board Posts - Mark 11:18:51 10/29/06 (0)
  • Unwanted date range change - Harry Teder 10:56:29 10/21/06 (3)
  • Investment Types - Mike Connolly 10:25:39 10/21/06 (3)
  • retrieving client data from Pershing - Tim Roscher 22:59:12 10/20/06 (1)
  • Fund Manager v8 Beta 2 Available - Mark 14:54:30 10/19/06 (0)
  • FM v 8 Beta 1 - John H. Jensen 09:04:26 10/18/06 (3)
  • PORTFOLIOS - Sergio 22:25:10 10/17/06 (2)
  • Ticker symbol conversion - Jamie 17:26:20 10/17/06 (3)
  • Inconvience - Jamie 13:07:17 10/17/06 (1)
  • Version 8 feature - Jamie 12:57:21 10/17/06 (1)
  • Beta v.8 - Sherman Nichols 11:38:28 10/17/06 (1)
  • Prices for the Cyprus Stock Market - Costas Stasopoulos 09:35:32 10/17/06 (3)
  • FM8 - Thailand Stock Exchange Quote - Rungsun 07:34:07 10/17/06 (3)
  • RIA's - Bob Glatt 18:51:14 10/16/06 (0)
  • v.8 feature - Jim Plummer 14:12:21 10/16/06 (3)
  • Request for Feature - David 13:03:51 10/16/06 (2)
  • FM8 - Beta - Gary Trimmier 14:51:28 10/15/06 (1)
  • Download Assets for Investment - Tracy 12:30:25 10/14/06 (1)
  • Revising / Deleting Portfolios - John Swanson 14:00:27 10/13/06 (1)
  • Transaction export - Louis Goluboff 10:41:41 10/13/06 (5)
  • Fund Manager v8 Beta Available - Mark 19:33:49 10/11/06 (0)
  • Lost serial number - Costas Stasopoulos 14:04:49 10/11/06 (1)
  • Problems with Advice for Investors (Canada) - Bill 13:05:20 10/11/06 (3)
  • Investment Prices not in chronological order. - Jim Howes 19:48:21 10/10/06 (2)
  • Would like to see stocks by name not just symbol - Brian Dunn 15:02:53 09/28/06 (1)
  • Guaraanteed Investment Contract - Steve S. 20:30:40 09/26/06 (1)
  • ver 7.8 - David J Goldberg 17:09:41 09/26/06 (2)
  • New user - two questions - Walt 19:54:58 09/24/06 (3)
  • Server Connedt Error - Ted Lassagne 22:22:37 09/23/06 (1)
  • NoteMarker - Finn Nielsen 05:32:33 09/23/06 (1)
  • Saving Views - Bob 18:56:34 09/20/06 (3)
  • Graph looks like comb filter - Harry 12:53:50 09/13/06 (8)
  • Moving averages - Donald Walker 15:26:36 09/12/06 (5)
  • Graphs - rupert page 11:48:12 09/12/06 (1)
  • FM 7.8 wrong link - Gary Trimmier 09:14:26 09/10/06 (1)
  • Found bug in custom data field - Linda 12:19:45 09/07/06 (2)
  • Incorrect? Cost Calculations - Bill 08:58:45 09/03/06 (3)
  • New Cash Account w/ Copied Stock Transactions - Steve 16:48:08 09/01/06 (3)
  • incorrect totals - Bill 14:39:48 08/31/06 (3)
  • connection to Share builder - Jim Plummer 07:36:10 08/28/06 (1)
  • How to - Jim Plummer 07:31:58 08/28/06 (1)
  • New Features - James C. Plummer 07:29:09 08/28/06 (1)
  • Retrieve & Update Transactions - Glenn 11:50:20 08/27/06 (3)
  • QIF import doesn't recognize CvrShrt transactions - Bob 16:31:37 08/25/06 (3)
  • Cursor Question - David 01:14:35 08/25/06 (3)
  • very high numbers for yield - jeffrey 19:19:34 08/24/06 (11)
  • Feature Request - Doug 20:16:39 08/23/06 (1)
  • Rename Subportfolio - David J Goldberg 21:18:49 08/22/06 (2)
  • ETFs - Ed 14:13:36 08/22/06 (1)
  • Help to import historical data - Troy 13:48:19 08/22/06 (1)
  • Cash and Money Market Woes - Steve 23:15:02 08/21/06 (9)
  • Selectively Hiding Investments in Reports - Steve 18:55:40 08/19/06 (1)
  • Performance figures - David 08:33:35 08/19/06 (7)
  • splits - rounding # shares - mike 11:09:57 08/18/06 (1)
  • Portfolio Beta - Steve 00:37:38 08/18/06 (1)
  • Cash as displayed when manually entered vs. OFX - Steve 00:32:35 08/16/06 (5)
  • Beginning Value Computation in Portfolio Reports - Steve 00:00:05 08/16/06 (1)
  • flickering screen fix in FAQ - Steve 15:03:03 08/15/06 (1)
  • Portfolio Performance Report Beginning Values - Steve 23:32:24 08/14/06 (1)
  • Edit/Investment Data/Delete Price/Date Range - Steve 14:37:04 08/14/06 (1)
  • Comparing a Subportfolio to an Index in Reports - Steve 21:29:27 08/13/06 (4)
  • Dvidends in Retrieved Transactions vs Retrieved Prices - Steve 00:06:40 08/13/06 (1)
  • Cash Account / Money Account Question - Steve 23:31:22 08/12/06 (1)
  • Handling Cash Withdrawals - Steve 21:48:52 08/12/06 (1)
  • Qualified vs. Ordinary Dividends - Steve 16:32:12 08/12/06 (1)
  • Undoing OFX data - Steve 22:07:57 08/11/06 (3)
  • 2 Year Plus Data Import from TD Ameritrade - Steve 12:38:18 08/11/06 (10)
  • Handling Cash Deposits in Default Cash Account - Steve 00:31:45 08/08/06 (1)
  • Autoscale Y-axis using exact min/max - Michael Flanagan 20:33:20 08/07/06 (5)
  • default cash account and OFX before/after subportfolio setup - Steve 17:10:36 08/06/06 (5)
  • Some SubPortfolio Questions - David 12:11:32 08/06/06 (5)
  • 'Show All' in Portfolio Properties Window - Steve 21:14:39 08/05/06 (1)
  • Meaning of 'Close Portfolio' or 'Close All Investments' - Steve 20:08:39 08/05/06 (3)
  • Recording a Stock Tender + Reorganization - Steve 17:14:41 08/04/06 (3)
  • sorting a portfolio value report - Anil 14:23:34 08/04/06 (1)
  • Trying Evaluation Copy - David 12:57:26 08/03/06 (1)
  • Ability to scroll graphics - Jeff B 12:38:37 08/01/06 (3)
  • "change function" - steve s 23:23:49 07/31/06 (3)
  • Multiple Users - Scot 12:27:33 07/31/06 (1)
  • Refuses to download prices. - David 10:35:03 07/31/06 (13)
  • Dividend distributions - Mary Wyatt 05:54:47 07/31/06 (1)
  • hiding sold investments from portfolio editor - steve 20:41:52 07/30/06 (1)
  • Banking transaction import problem - Mark Ellington 11:26:19 07/29/06 (5)
  • Bug or what? - Lawrence Brandon 19:20:11 07/28/06 (2)
  • Portfolio suddenly lost - Joe Scullion 19:08:32 07/26/06 (1)
  • Strange display problem - Joe Scullion 18:56:10 07/26/06 (3)
  • Redemption Type - Gary Trimmier 12:28:35 07/26/06 (1)
  • Distribution Summary - chris 12:41:14 07/24/06 (6)
  • yahoo adjusted historical - rick 07:12:46 07/18/06 (1)
  • Capital Gain - Gary Trimmier 13:52:59 07/16/06 (5)
  • Currency - Martin 16:13:14 07/11/06 (3)
  • System Error Code 2 - Andrew 21:19:07 07/09/06 (2)
  • Suggestion for Change - Transaction Entry - Bruce Reirden 10:58:15 07/09/06 (2)
  • Colour Schemes - Gary Wilson 23:19:23 07/03/06 (0)
  • Data file is incomplete or in an incorrect format. - Theo 15:53:40 07/03/06 (3)
  • Reorganizing portfolios - Kelvin 16:15:44 07/01/06 (2)
  • Dealing with part payments - Gary Wilson 19:01:16 06/30/06 (2)
  • pricing updates - Emily 16:37:07 06/30/06 (1)
  • exchange rate calculations - Chris 12:05:09 06/30/06 (3)
  • Two questions - KC 07:18:13 06/28/06 (7)
  • Standard Deviation - Clive 12:11:35 06/27/06 (1)
  • grouping investments into stocks and options, etc. - KC 22:40:42 06/26/06 (3)
  • updating graph - steves 21:13:38 06/26/06 (1)
  • Multiple Cash Accounts - Ken Grakauskas 21:13:13 06/26/06 (1)
  • Out of Pocket Method question - jc 13:01:59 06/26/06 (3)
  • VIPSX wont update - David 10:38:21 06/26/06 (2)
  • max. investments in a portfolio - jc 03:40:04 06/26/06 (5)
  • Cannot retieve prices from internet - R. Kochanski 15:55:02 06/24/06 (4)
  • setup question - MS 08:53:19 06/24/06 (6)
  • Importing Ameritrade history files - Chow 23:22:50 06/22/06 (1)
  • Treasury TIPS - jim 18:15:39 06/22/06 (4)
  • OFX Control - Steve 09:25:13 06/18/06 (1)
  • Options Data and Interactive Brokers - KC 21:01:59 06/16/06 (3)
  • Beg value versus invested - Mary Wyatt 07:12:06 06/15/06 (1)
  • Year-end REIT L.T.C.G & Dividends re-classifications - Frank B 09:24:24 06/11/06 (1)
  • portfolio performance - steves 10:25:25 06/03/06 (4)
  • Part Paid Shares - Accounting for multiple payments. - Gary Wilson 16:52:36 06/02/06 (1)
  • sub portfoilio descriptions - John Lea 16:37:48 06/02/06 (2)
  • Costs - Richard Trilling 06:11:42 05/31/06 (1)
  • how record dividends? - Yellow Dog 15:47:39 05/27/06 (4)
  • bond prices - Chris 11:39:55 05/24/06 (1)
  • Asset Allocation Report - John Lea 15:39:17 05/23/06 (1)
  • How to record dividend that paid to deposit account - Rungsun 14:41:58 05/23/06 (2)
  • Price retrival - H. C. Pierce 19:59:02 05/19/06 (4)
  • dividend recording - scs 08:52:43 05/19/06 (1)
  • Any stock market? - stockor 00:43:34 05/19/06 (1)
  • Investment Transactions Report - Carl 10:10:05 05/17/06 (1)
  • Conversions - Richard Trilling 13:42:18 05/15/06 (1)
  • Sub-portfolios - Steve 11:58:12 05/14/06 (1)
  • liabilities - Chris 16:56:28 05/11/06 (1)
  • Portfolio Cost Results - Variances - Gary Wilson 21:37:18 05/10/06 (2)
  • Distributions - ST MT & LT Capital Gains - Gary Wilson 21:25:56 05/10/06 (1)
  • Dividends - Carl 14:33:52 05/10/06 (1)
  • Purchase Share Prices - Carl Marino 13:06:20 05/10/06 (3)
  • Transferring Custom Report Settings - John H 10:18:06 05/10/06 (1)
  • More setup questions - Ronald White 11:15:08 05/09/06 (2)
  • Bond transaction - Ron Berliner 19:28:23 05/08/06 (1)
  • Data Register date - Lawrence Brandon 15:54:14 05/08/06 (1)
  • sub portfolio reports and opening sub-portfolios - Ronald White 10:52:51 05/08/06 (3)
  • Backing Up data - Rupert 16:35:42 05/07/06 (2)
  • Portfolio Editor sub-portfolio list - John Burgevin 13:22:21 05/07/06 (1)
  • printing from FM site - Ronald White 13:25:51 05/05/06 (1)
  • Custom Reports - Carl 12:11:13 05/04/06 (3)
  • Error "Invalid Socket" FM vers 7.7 - Danie 12:39:34 05/03/06 (4)
  • Missing percentages - Gary Inman 12:05:19 05/02/06 (1)
  • Restore - Cliff 09:12:20 05/02/06 (1)
  • Transactions - Cliff 08:46:37 05/02/06 (1)
  • How to fix .QFX - Peter Weaver 08:11:20 05/01/06 (5)
  • transferring data files - Dick Beard 17:33:29 04/30/06 (1)
  • wrong price used on downloads - Kenneth Nelson 21:57:06 04/28/06 (1)
  • Updating prices - Willis Dillon 18:36:36 04/28/06 (1)
  • Graphs - Bob Organ 21:15:06 04/26/06 (4)
  • missing # in stack order - Lawrence Brandon 18:20:38 04/26/06 (1)
  • Wilshire 4500 - Gary 12:10:52 04/26/06 (1)
  • graph axis scale - brian 13:40:56 04/25/06 (1)
  • Bad CRC check for inteng7x.dll - Bill Davison 19:52:25 04/24/06 (1)
  • actual yields! - Bill 12:14:01 04/24/06 (3)
  • Discrepancy in Portfolio Investment Overlay Graphs - Sreedhar 10:24:59 04/23/06 (2)
  • error msg 2 - Franklin Demuth 12:03:50 04/22/06 (1)
  • Printing - Richard Trilling 10:47:09 04/22/06 (1)
  • Bug? with multiple currencies - Richard Trilling 10:37:33 04/22/06 (1)
  • Comparing Fund Performance - David 13:46:01 04/21/06 (1)
  • Generic Import problem - John H 14:07:12 04/20/06 (1)
  • Scrolling through investments too fast - Dave 20:08:03 04/18/06 (2)
  • smith barney - John H 15:44:25 04/18/06 (1)
  • Capital Gains - George 10:28:49 04/18/06 (3)
  • Cost/Value - Capital Gain/Loss - George Keaveney 09:20:16 04/18/06 (1)
  • Combining portfolios - John Lea 09:02:23 04/15/06 (5)
  • Generic transaction import - Michael 00:48:53 04/14/06 (3)
  • Import price data from Fund Manager - Michael 19:46:33 04/09/06 (3)
  • problem with importing dividend value - Farhad Farshad 07:49:28 04/09/06 (1)
  • Indices on Canada Stockwatch - Gareth Davies 11:15:11 04/08/06 (3)
  • price retrieval timing out - willis dillon 10:41:35 04/08/06 (3)
  • Missing values on Internet Price Retrieves - Sheldon 16:39:41 04/06/06 (1)
  • default cash account - george 19:57:01 04/05/06 (1)
  • Helsinki - Troy 14:48:19 04/04/06 (2)
  • Creating charts - historical price downloads - Carl Johnson 14:14:18 04/03/06 (1)
  • Scary transaction data - Paul King 21:39:42 04/02/06 (1)
  • Sale of specified lots - detailed report available? - Del DeVries 16:34:20 04/02/06 (2)
  • value graph - Ray 09:49:36 04/01/06 (1)
  • neg. cost - Jim Plummer 16:49:49 03/31/06 (6)
  • How can you do - Jim Plummer 12:31:46 03/31/06 (1)
  • product enhancements - Jim Plummer 09:49:11 03/31/06 (2)
  • Australian Dividend Franking - John Mott 02:55:17 03/31/06 (11)
  • Features - Jim 08:27:12 03/30/06 (3)
  • Home Page - Gary Trimmier 19:26:01 03/29/06 (1)
  • Combining PFs - Gerry Evans 11:49:41 03/29/06 (1)
  • commission on a sale? - Bert 09:11:45 03/29/06 (4)
  • Graphes disappeared! - H Miller 20:55:12 03/27/06 (4)
  • Same investment in different portofolios - Sandy Smith 13:12:41 03/26/06 (4)
  • download version 4.7 on new computer - R. Kochanski 08:10:07 03/25/06 (1)
  • Small feature request - Doug 21:12:29 03/24/06 (2)
  • Emailing Alerts - Pete 16:44:54 03/23/06 (2)
  • Problem updating prices from Internet. - David 12:41:57 03/14/06 (2)
  • price history - Lawrence Brandon 17:00:39 03/12/06 (1)
  • Calculating asset's value - Yak Shaya 16:17:59 03/07/06 (1)
  • %Gain-I Report - Clive 19:05:10 03/06/06 (1)
  • Alerts for Bol. Bands or Stochastic Oscillator - John H 10:47:59 03/05/06 (1)
  • Bond Performance and ROI/Yield - Gary Trimmier 10:40:54 03/05/06 (1)
  • Internet prices - Richard 11:08:17 03/02/06 (1)
  • Price download problem - Willis Dillon 15:38:27 02/27/06 (2)
  • current yield - Dana C 11:06:45 02/27/06 (3)
  • Multiple Displays of Portfolio Graphs - William Weaver 00:22:39 02/25/06 (1)
  • Values in Value Report vs Value Graph - Tim Gadd 21:49:48 02/24/06 (1)
  • Moved Fund Manager from C to D drive...can't retrieve prices now - Richard 19:46:43 02/24/06 (1)
  • Hide problems - Bill L 17:27:17 02/24/06 (1)
  • Saving changes in subportfolios w/o master portfolio - SteveS 16:11:08 02/22/06 (1)
  • currency retrieve - Stevo 00:42:30 02/22/06 (1)
  • Download of Master Portfolio Quotes into Subportfolio - SteveS 22:55:35 02/21/06 (1)
  • Same symbol used in different portfolios - Tim Gadd 22:08:38 02/21/06 (5)
  • "Locking" Subportfolio Data During Transaction Retrievals - SteveS 19:49:44 02/21/06 (1)
  • Including A Listing Of CD Bank Investments - Glenn 14:38:00 02/21/06 (1)
  • Cost + Distributions graph - Lawrence Brandon 10:47:51 02/21/06 (2)
  • Graph dates - Bill S 10:09:45 02/20/06 (1)
  • historical share prices - Olivier Lerolle 02:52:15 02/20/06 (1)
  • Foreign Currencies - Olivier Lerolle 11:46:32 02/19/06 (1)
  • WinInet error code 12029 - Willis Dillon 23:33:18 02/18/06 (2)
  • Muddling Sub-Portfolio Data - SteveS 12:07:44 02/17/06 (1)
  • Alerts - Bob Berry 01:44:52 02/17/06 (8)
  • FM 8.0 vs. 6.8 or such - L Laarson 12:28:11 02/16/06 (1)
  • buy sell where/how enter comm fees - L Laarson 07:12:57 02/15/06 (1)
  • Quote Management For Subportfolios - SteveS 20:49:42 02/14/06 (4)
  • Advice for Investors and 7.6 - Bill W 16:53:10 02/13/06 (3)
  • Stock Exchange of Thailand - Lang Tu 20:23:53 02/12/06 (5)
  • yahoo - solon 19:55:01 02/12/06 (1)
  • comparing ROI yield with int rate on home eq loan - Tom Seeley 17:33:29 02/12/06 (3)
  • Automatic Investment Backup - Clive 14:43:14 02/12/06 (3)
  • Spam to address used to register Fund Manager - Peter Weaver 09:23:02 02/12/06 (3)
  • reverse splits - L Larson 08:39:03 02/11/06 (7)
  • DRIPs - Jan 13:48:04 02/10/06 (1)
  • average price column on portfolio editor - solon 21:21:56 02/09/06 (1)
  • Distribution Summary Report - Rupert 15:42:14 02/09/06 (1)
  • Custom Report - jim 11:23:29 02/09/06 (1)
  • Yahoo transactions - Jeff 10:39:06 02/08/06 (1)
  • Portfolio Has Psoitions That Don't/Never Belonged To It - SteveS 04:48:32 02/07/06 (1)
  • Unfound Portfolio Files - SteveS 21:29:45 02/06/06 (4)
  • Spin-Off Reporting Problems - SteveS 20:02:46 02/06/06 (1)
  • Retrieving Money Market Transactions: The Pain, The Pain - SteveS 15:56:08 02/06/06 (1)
  • td waterhouse download - Steve 07:32:05 02/06/06 (1)
  • Tabulating Money Market Interest - SteveS 20:14:55 02/05/06 (4)
  • Selective Hide in Portfolio Performance - SteveS 15:57:23 02/04/06 (1)
  • how to you scale the daily option price correctly - glenn williamson 10:33:28 02/04/06 (1)
  • Price Updates for "Custom" Portfolio Performance Reports - SteveS 00:15:01 02/04/06 (1)
  • New & Closed Entries with Transaction Data Import - SteveS 22:39:08 02/03/06 (1)
  • Deleting Entire Portfolios - DBohica 23:53:40 02/02/06 (1)
  • Portfolio Report: Performance Comparison - DBohica 23:32:53 02/02/06 (3)
  • TD Waterhouse in Canada - Graham 11:20:53 02/02/06 (1)
  • OOP basis (end) - Jamie R. 20:47:19 02/01/06 (3)
  • Feature Request - Rebalancing - Jim Hanlon 15:56:16 02/01/06 (1)
  • Spin-off - Jim 17:01:30 01/30/06 (5)
  • Entries duplicated in reports - Jack 13:42:15 01/28/06 (2)
  • Portfolio names disappeared - Jim Howes 13:37:04 01/28/06 (4)
  • Price retrieval delay before retrieval - fund manager user 01:02:51 01/20/06 (1)
  • partley paid shares - george 00:13:55 01/20/06 (2)
  • Investment limits - Rupert 12:15:55 01/19/06 (3)
  • Muliple currencies & bank accounts per share - Paul King 22:50:39 01/18/06 (11)
  • Missed transactions in report - Transaction report 21:39:38 01/18/06 (2)
  • Wells Fargo Investments - Bob Organ 21:31:55 01/17/06 (3)
  • Improvements - ROBERT STINNETT 09:20:03 01/17/06 (1)
  • Company MM conversion - Hap 11:29:14 01/14/06 (1)
  • Charting a Portfolio - Douglas Darby 11:16:22 01/14/06 (1)
  • OTC Other exchange data information - Steven Mears 08:40:15 01/14/06 (1)
  • Old version - Kaveh Kermanshahi 21:21:29 01/13/06 (3)
  • OOP Current Basis problem - Jim Hanlon 09:43:45 01/13/06 (5)
  • 1 portfolio not updating - Douglas Darby 18:59:33 01/11/06 (3)
  • Recording an ETF Dividend - John Swanson 13:17:10 01/11/06 (1)
  • Scottrade - unable to import account data, timeout error - Steven Mears 03:23:09 01/11/06 (4)
  • Importing transaction data from Microsoft MONEY - martin melnick 18:15:34 01/09/06 (1)
  • Momentum - Bill 09:35:24 01/07/06 (3)
  • Cash account - Louis 10:01:13 01/06/06 (3)
  • sticky notes - Laurence Larson 18:27:30 01/05/06 (1)
  • Fidelity Monitor ratings - John 16:39:04 01/05/06 (1)
  • Posting Dividends - David J Goldberg 16:41:48 01/04/06 (4)
  • Data export to Excel question - Todd 15:12:18 01/04/06 (1)
  • new portfolio - Louis 14:08:00 01/04/06 (8)
  • creating portfolio - John Swanson 13:37:03 01/04/06 (2)
  • Loss of data inn data base - Don Montfort 14:31:36 01/02/06 (1)
  • T Rowe Price Account Transactions - jc 16:35:40 01/01/06 (3)
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