General questions about using Fund Manager that do not fit into any other forum.
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- legend text calculations
by 4MoreProfits » Fri Dec 09, 2022 8:36 am
- 2 Replies
- 819 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
- 1224 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
- 796 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
- 1082 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
- 878 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
- 1524 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
- 880 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
- 4140 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
- 1482 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
- 1071 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
- 946 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
- 1991 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
- 931 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
- 1329 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
- 1389 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
- 1396 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
- 10024 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
- 853 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
- 1559 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
- 855 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
- 1031 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
- 1166 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
- 924 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
- 2120 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
- 959 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
- 1101 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
- 1130 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
- 879 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
- 1647 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
- 948 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
- 1160 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
- 988 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
- 2672 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
- 965 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
- 1920 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
- 1294 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
- 2343 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
- 1104 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
- 991 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
- 1008 Views
- Last post by Mark
Thu Apr 28, 2022 3:46 pm
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- Transfer module upgrade fails 255
by theobaldr » Thu Apr 28, 2022 7:06 am
- 1 Replies
- 972 Views
- Last post by Mark
Thu Apr 28, 2022 7:34 am
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- Newly created portfolio (TDA-5213) doesn't show up in lost o
by Larry Harter » Tue Apr 19, 2022 5:36 pm
- 4 Replies
- 1639 Views
- Last post by Mark
Wed Apr 20, 2022 12:09 pm
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- hOW TO PUT SAME TICKER SYMBOL IN DIFFERENT PORTFOLIOS
by Larry Harter » Tue Apr 19, 2022 5:08 pm
- 3 Replies
- 1346 Views
- Last post by Mark
Wed Apr 20, 2022 9:51 am
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- How to Handle Cryptocurrency Gas Fees
by stevetone » Wed Apr 13, 2022 12:11 pm
- 2 Replies
- 1227 Views
- Last post by stevetone
Thu Apr 14, 2022 12:59 pm
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- Cannot Install Upgrade
by El Wealtho » Mon Apr 11, 2022 7:01 pm
- 2 Replies
- 1179 Views
- Last post by Mark
Tue Apr 12, 2022 10:21 am
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- Problem transferring FM to new computer
by cir » Sat Apr 09, 2022 8:07 am
- 4 Replies
- 1809 Views
- Last post by cir
Sun Apr 10, 2022 7:05 pm
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- Sector Labels
by 4Profits » Mon Apr 04, 2022 9:19 am
- 1 Replies
- 1053 Views
- Last post by Mark
Mon Apr 04, 2022 9:48 am
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- unable to download prices from Financial Times
by JOL21 » Mon Apr 04, 2022 1:56 am
- 2 Replies
- 1236 Views
- Last post by JOL21
Mon Apr 04, 2022 8:16 am
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- Deleting a portfolio / start over
by Glenn Hall » Wed Mar 30, 2022 4:36 pm
- 1 Replies
- 1050 Views
- Last post by Mark
Wed Mar 30, 2022 8:50 pm
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- FI:High-Limited meaning
by John Lea » Fri Mar 25, 2022 5:43 am
- 2 Replies
- 1213 Views
- Last post by John Lea
Fri Mar 25, 2022 11:10 am
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