General questions about using Fund Manager that do not fit into any other forum.
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- FUND MANAGER UPGRADE
by robert1 » Sat Jan 28, 2023 2:21 pm
- 1 Replies
- 649 Views
- Last post by Mark
Mon Jan 30, 2023 8:53 am
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- Portfolio Editor - Moving rows Up and Down
by akahrim » Fri Jan 20, 2023 3:14 pm
- 1 Replies
- 643 Views
- Last post by Mark
Fri Jan 20, 2023 4:07 pm
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- Investment Propererties
by 4MoreProfits » Tue Jan 17, 2023 11:11 am
- 7 Replies
- 1305 Views
- Last post by 4MoreProfits
Thu Jan 19, 2023 6:44 am
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- reset to default?
by Erik » Fri Jan 13, 2023 11:27 am
- 2 Replies
- 791 Views
- Last post by Erik
Sat Jan 14, 2023 4:24 am
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- Font size of Data Register
by jc76fundman » Thu Jan 12, 2023 7:56 pm
- 1 Replies
- 620 Views
- Last post by jc76fundman
Fri Jan 13, 2023 8:23 am
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- investments Not Updating
by webbdane » Sun Jan 01, 2023 6:58 pm
- 2 Replies
- 777 Views
- Last post by webbdane
Mon Jan 02, 2023 12:54 pm
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- Investment name change
by faezandyc » Tue Dec 27, 2022 3:35 pm
- 2 Replies
- 722 Views
- Last post by faezandyc
Wed Dec 28, 2022 2:36 pm
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- Possible new feature
by 4MoreProfits » Tue Dec 20, 2022 9:04 am
- 1 Replies
- 666 Views
- Last post by Mark
Tue Dec 20, 2022 4:27 pm
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- Downloading data from multiple accounts
by Mary Kennedy » Mon Dec 12, 2022 1:57 pm
- 1 Replies
- 699 Views
- Last post by Mark
Mon Dec 12, 2022 4:10 pm
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- Moving transaction
by Mary Kennedy » Fri Dec 09, 2022 8:41 am
- 1 Replies
- 569 Views
- Last post by Mark
Fri Dec 09, 2022 10:42 am
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- legend text calculations
by 4MoreProfits » Fri Dec 09, 2022 8:36 am
- 2 Replies
- 577 Views
- Last post by Mark
Fri Dec 09, 2022 10:40 am
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- missing OOP basis and gain
by JeanneMarie » Thu Nov 10, 2022 4:04 pm
- 1 Replies
- 877 Views
- Last post by Mark
Sun Nov 13, 2022 4:49 pm
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- Symbol/Server combination error
by larryw » Sat Nov 05, 2022 9:33 am
- 1 Replies
- 586 Views
- Last post by Mark
Sat Nov 05, 2022 9:41 am
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- Problems with Portfolio Management
by mayhaw9999 » Fri Nov 04, 2022 9:37 am
- 2 Replies
- 826 Views
- Last post by mayhaw9999
Fri Nov 04, 2022 9:17 pm
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- Recommendations for recording account transfer - divorce
by tomgreen1000 » Mon Oct 31, 2022 3:20 pm
- 1 Replies
- 660 Views
- Last post by Mark
Mon Oct 31, 2022 3:39 pm
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- New Investment "Description" and "Memo" notes
by ThomasK » Fri Dec 17, 2021 1:29 pm
- 3 Replies
- 1160 Views
- Last post by Mark
Wed Oct 26, 2022 4:05 pm
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- PROTFOLIO EDITOR VIEWS
by Arrow » Sun Oct 23, 2022 3:53 am
- 1 Replies
- 681 Views
- Last post by Mark
Sun Oct 23, 2022 10:22 am
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- Question for Performance Fee
by coolspot » Sun Jul 10, 2022 8:43 pm
- 9 Replies
- 2089 Views
- Last post by Mark
Mon Oct 10, 2022 9:59 am
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- Time Axis
by marshg246 » Tue Oct 04, 2022 6:13 pm
- 4 Replies
- 1003 Views
- Last post by marshg246
Thu Oct 06, 2022 7:48 pm
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- Definition
by cah1942 » Wed Sep 28, 2022 11:35 am
- 1 Replies
- 800 Views
- Last post by Mark
Wed Sep 28, 2022 12:57 pm
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- FX Hedging
by alciati » Sat Sep 24, 2022 6:13 pm
- 1 Replies
- 733 Views
- Last post by Mark
Sun Sep 25, 2022 1:25 pm
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- Asset Type updates?
by Bruce » Sun Sep 11, 2022 8:49 am
- 5 Replies
- 1288 Views
- Last post by Mark
Tue Sep 20, 2022 7:29 pm
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- licence key
by alpappy » Sat Sep 17, 2022 11:45 pm
- 1 Replies
- 725 Views
- Last post by Mark
Mon Sep 19, 2022 8:03 am
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- Advice on fund categories
by dellwo » Fri Sep 09, 2022 12:50 pm
- 3 Replies
- 965 Views
- Last post by Mark
Sat Sep 10, 2022 11:11 am
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- Investment Type Options User-defined Bond data type
by Houstonwb » Thu Sep 01, 2022 8:48 pm
- 3 Replies
- 972 Views
- Last post by Mark
Fri Sep 02, 2022 10:16 am
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- Quote retrieval stopped working
by rbarrett » Thu Aug 18, 2022 8:19 am
- 2 Replies
- 1125 Views
- Last post by Mark
Thu Aug 18, 2022 10:58 am
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- Sector Retrieval from morningstar.com options
by rminoak » Tue May 17, 2022 12:01 pm
- 17 Replies
- 3737 Views
- Last post by jb3
Tue Aug 16, 2022 11:34 am
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- Choose Columns to Display Template Not Working
by acacia » Mon Aug 15, 2022 6:34 am
- 1 Replies
- 633 Views
- Last post by Mark
Mon Aug 15, 2022 8:58 am
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- Incorrect calculating with a Sell of cash over $11,000
by ThomasK » Tue Aug 09, 2022 9:31 am
- 4 Replies
- 939 Views
- Last post by Mark
Wed Aug 10, 2022 4:43 pm
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- Cash Account Share Price not $1
by ZOO55 » Wed Aug 10, 2022 5:10 am
- 1 Replies
- 634 Views
- Last post by Mark
Wed Aug 10, 2022 9:48 am
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- What is the safest way to select Currency in Investment Prop
by ThomasK » Tue Aug 09, 2022 9:53 am
- 2 Replies
- 705 Views
- Last post by ThomasK
Wed Aug 10, 2022 5:47 am
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- historical prices before date of purchase
by Erik » Wed Jul 27, 2022 6:30 am
- 2 Replies
- 843 Views
- Last post by Erik
Wed Jul 27, 2022 12:11 pm
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- Sub Portfolio
by abafamrda » Tue Jul 26, 2022 4:42 am
- 1 Replies
- 680 Views
- Last post by Mark
Tue Jul 26, 2022 3:26 pm
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- New User - importing generic data
by FrogDog » Thu Feb 17, 2022 10:49 am
- 5 Replies
- 1474 Views
- Last post by Mark
Thu Jul 21, 2022 7:45 am
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- How to do a spin off
by cah1942 » Mon Jul 18, 2022 9:28 pm
- 1 Replies
- 731 Views
- Last post by Mark
Tue Jul 19, 2022 7:35 am
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- moving investments between folders
by Stefan » Sat Jul 16, 2022 12:45 pm
- 2 Replies
- 795 Views
- Last post by Stefan
Sat Jul 16, 2022 5:46 pm
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- Rebalance report
by John Lea » Fri Jul 08, 2022 2:21 pm
- 2 Replies
- 807 Views
- Last post by John Lea
Sat Jul 09, 2022 2:51 am
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- Name and symbol change
by raysk » Tue Jun 28, 2022 8:56 am
- 1 Replies
- 651 Views
- Last post by Mark
Tue Jun 28, 2022 9:34 am
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- Other Error Reading Portfolio
by SteveP » Sat Jun 11, 2022 7:26 pm
- 4 Replies
- 1072 Views
- Last post by Mark
Sat Jun 18, 2022 2:26 pm
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- How to record foreign exchange fees (or just upgrade)
by ThomasK » Thu Jun 16, 2022 3:18 pm
- 1 Replies
- 682 Views
- Last post by Mark
Sat Jun 18, 2022 1:56 pm
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- Price retrival
by John Lea » Wed Jun 15, 2022 3:53 pm
- 2 Replies
- 797 Views
- Last post by John Lea
Fri Jun 17, 2022 2:53 am
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- signing into multiple accounts at once
by Mary Kennedy » Sat Jun 11, 2022 6:00 am
- 1 Replies
- 713 Views
- Last post by Mark
Sat Jun 11, 2022 4:46 pm
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- Client portal - VIEW
by ManeeshAnneau » Thu Dec 09, 2021 11:47 pm
- 6 Replies
- 1711 Views
- Last post by Mark
Fri Jun 10, 2022 9:53 am
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- Date Range keeps reverting to same date
by atari800mikey » Thu Jun 09, 2022 8:25 am
- 1 Replies
- 692 Views
- Last post by Mark
Thu Jun 09, 2022 9:08 am
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- "maximum number of investments open"
by davepapaz » Sun May 15, 2022 4:41 pm
- 5 Replies
- 1198 Views
- Last post by davepapaz
Mon May 16, 2022 8:12 pm
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- Scroll Button
by 4Profits » Thu May 12, 2022 8:50 am
- 2 Replies
- 909 Views
- Last post by 4Profits
Fri May 13, 2022 5:01 am
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- WIN 10 Glich with Upgrade
by pdgood » Fri May 06, 2022 8:00 am
- 6 Replies
- 1421 Views
- Last post by pdgood
Mon May 09, 2022 11:14 am
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- Portfolio Strategy Notes
by AssetHound » Fri Apr 29, 2022 1:18 pm
- 1 Replies
- 853 Views
- Last post by Mark
Fri Apr 29, 2022 7:07 pm
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- Importing Positions from SEI
by webbdane » Fri Apr 29, 2022 12:24 pm
- 1 Replies
- 749 Views
- Last post by Mark
Fri Apr 29, 2022 7:04 pm
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- DISCA quotes fail
by jfscullion » Thu Apr 28, 2022 1:28 pm
- 1 Replies
- 754 Views
- Last post by Mark
Thu Apr 28, 2022 3:46 pm
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