Questions on using, creating, or understanding data in Fund Manager reports.
-
- Capital gain calc for transferred in shares
by amsadl » Mon Jun 30, 2025 10:12 pm
- 5 Replies
- 106 Views
- Last post by Mark
Wed Jul 02, 2025 7:57 am
-
- Continuous Batch Printing
by ricbertsch » Tue Jul 01, 2025 11:21 am
- 1 Replies
- 38 Views
- Last post by Mark
Tue Jul 01, 2025 5:36 pm
-
- Crazy Figure in Income Schedule Report
by Bsrr » Fri Jun 20, 2025 4:18 pm
- 5 Replies
- 135 Views
- Last post by Mark
Thu Jun 26, 2025 2:25 pm
-
- Symbols printing in the data fields
by robert1 » Thu Jun 19, 2025 7:10 pm
- 3 Replies
- 96 Views
- Last post by Mark
Mon Jun 23, 2025 3:30 pm
-
- Little bug in Correlation matrix report
 by Djobydjoba » Sat Jun 07, 2025 7:24 am
- 3 Replies
- 183 Views
- Last post by Mark
Tue Jun 10, 2025 1:18 pm
-
- combine by symbol
by managerusers » Thu May 29, 2025 7:56 am
- 2 Replies
- 497 Views
- Last post by managerusers
Thu May 29, 2025 10:32 am
-
- RPC server
by moonlighter » Wed May 28, 2025 12:02 pm
- 1 Replies
- 203 Views
- Last post by moonlighter
Wed May 28, 2025 12:25 pm
-
- %Gain-V (Inception) calculation
by Bsrr » Tue May 13, 2025 6:26 pm
- 2 Replies
- 1893 Views
- Last post by Bsrr
Thu May 15, 2025 2:24 pm
-
- Report Dates - Earliest Price or Transaction to date
by Bsrr » Sun May 04, 2025 6:29 am
- 4 Replies
- 3271 Views
- Last post by Mark
Mon May 05, 2025 8:26 am
-
- Track Investment Performance against Acq. Market Pric
by remoreno » Wed Apr 23, 2025 10:38 am
- 3 Replies
- 4838 Views
- Last post by Mark
Sat Apr 26, 2025 11:26 am
-
- Option to turn off "hot link" on reports?
by fmuser » Wed Apr 02, 2025 7:21 am
- 1 Replies
- 21690 Views
- Last post by Mark
Wed Apr 02, 2025 8:34 am
-
- Yield On Average Cost
by AssetHound » Sun Apr 07, 2024 4:15 pm
- 7 Replies
- 4622 Views
- Last post by Mark
Tue Mar 25, 2025 8:39 am
-
- Distribution Summary report
by rmiz » Sat Mar 08, 2025 6:40 pm
- 2 Replies
- 1093 Views
- Last post by rmiz
Mon Mar 10, 2025 4:58 pm
-
- Total Value N/A
by keesverhoeven » Tue Feb 11, 2025 9:16 am
- 1 Replies
- 1347 Views
- Last post by Mark
Wed Feb 12, 2025 12:00 pm
-
- Value matrix report
by bvzastrow » Sun Feb 09, 2025 2:37 am
- 3 Replies
- 739 Views
- Last post by Mark
Mon Feb 10, 2025 1:09 pm
-
- Insufficient Memory Error
by ElGordo » Sun Sep 22, 2019 9:36 am
- 6 Replies
- 5018 Views
- Last post by Djobydjoba
Tue Jan 14, 2025 11:05 am
-
- Gain from Investment Performance report and graph different
by Djobydjoba » Sun Jan 05, 2025 10:57 am
- 4 Replies
- 1169 Views
- Last post by Mark
Wed Jan 08, 2025 2:31 pm
-
- Custom Reports and fields
by joesk » Mon Dec 30, 2024 9:47 am
- 1 Replies
- 718 Views
- Last post by Mark
Mon Dec 30, 2024 9:50 am
-
- PDF Batch Printing of Reports
by ricbertsch » Mon Dec 16, 2024 10:22 am
- 6 Replies
- 1483 Views
- Last post by ricbertsch
Wed Dec 18, 2024 1:34 pm
-
- Monthly Performance Report
by Bsrr » Sat Dec 07, 2024 11:49 am
- 2 Replies
- 920 Views
- Last post by Bsrr
Sun Dec 08, 2024 3:42 pm
-
- Rebalance Report Exclude Sector Issue
by ballardian » Sun Nov 24, 2024 11:04 am
- 1 Replies
- 833 Views
- Last post by Mark
Sun Nov 24, 2024 2:29 pm
-
- Basis report by Trx
by knerrd » Mon Nov 04, 2024 1:22 pm
- 1 Replies
- 905 Views
- Last post by Mark
Mon Nov 04, 2024 8:10 pm
-
- Hidden Investments in Report
by Bsrr » Wed Oct 23, 2024 12:26 pm
- 6 Replies
- 1593 Views
- Last post by Bsrr
Wed Oct 30, 2024 11:16 am
-
- TWR vs ROI
by mar » Wed Oct 16, 2024 11:22 pm
- 1 Replies
- 855 Views
- Last post by Mark
Thu Oct 17, 2024 1:36 am
-
- Qualified v. non-qualified dividends
by LungDoc » Tue Oct 08, 2024 4:21 am
- 4 Replies
- 1394 Views
- Last post by LungDoc
Wed Oct 16, 2024 5:35 am
-
- Transaction Export - CNUM
by knerrd » Fri Oct 04, 2024 7:46 am
- 1 Replies
- 845 Views
- Last post by Mark
Fri Oct 04, 2024 9:17 am
-
- How to set the correct dates in two reports
by osinv » Thu Sep 12, 2024 10:14 pm
- 4 Replies
- 7510 Views
- Last post by Mark
Tue Sep 17, 2024 8:08 am
-
- Gain-I vs Gain-V vs Gain-F
by B2B_Investing » Wed Sep 11, 2024 4:26 pm
- 3 Replies
- 1794 Views
- Last post by Mark
Sat Sep 14, 2024 7:59 am
-
- Report Comments/Notes
by Sterling Silver » Sat Sep 07, 2024 7:36 am
- 1 Replies
- 1441 Views
- Last post by Mark
Mon Sep 09, 2024 7:08 pm
-
- Recalculate custom reports manually
by Djobydjoba » Mon Sep 02, 2024 3:01 am
- 1 Replies
- 1393 Views
- Last post by Mark
Mon Sep 02, 2024 10:15 am
-
- Problem emailing reports after upgrade to advisor 2024
by Cole » Sat Jul 27, 2024 10:52 am
- 9 Replies
- 5897 Views
- Last post by Mark
Wed Aug 07, 2024 5:19 pm
-
- Bond Ladder Reporting
by AssetHound » Tue Jul 30, 2024 9:41 am
- 1 Replies
- 1729 Views
- Last post by AssetHound
Tue Jul 30, 2024 9:50 am
-
- Capital Gains Report
by knerrd » Mon Jul 22, 2024 7:06 am
- 2 Replies
- 2216 Views
- Last post by knerrd
Fri Jul 26, 2024 7:14 am
-
- Sorted Fields
by 4MoreProfits » Sun Jan 10, 2021 9:31 am
- 12 Replies
- 11632 Views
- Last post by Mark
Thu Jun 27, 2024 8:46 am
-
- duplicate entries on Performance Report
by suebrooks39887 » Wed May 29, 2024 10:20 am
- 1 Replies
- 3990 Views
- Last post by Mark
Wed May 29, 2024 11:37 am
-
- How to create a Total Sum for dividend on Master Portfolio l
by Klaus » Sun May 19, 2024 2:53 am
- 2 Replies
- 3792 Views
- Last post by Klaus
Sun May 19, 2024 10:06 am
-
- OOP negative resulting in %Gain as N.A.
by pm76tn » Sat May 04, 2024 7:46 am
- 4 Replies
- 3297 Views
- Last post by pm76tn
Sun May 05, 2024 7:57 am
-
- save portfolio as csv
by alpappy » Fri May 03, 2024 2:26 pm
- 5 Replies
- 3305 Views
- Last post by alpappy
Fri May 03, 2024 8:29 pm
-
- Sector Allocation Report question
by rminoak » Fri Apr 19, 2024 9:19 pm
- 2 Replies
- 2815 Views
- Last post by rminoak
Mon Apr 22, 2024 7:51 pm
-
- Retained distributions
by MartyP » Sat Mar 16, 2024 9:30 am
- 5 Replies
- 4665 Views
- Last post by MartyP
Tue Mar 19, 2024 9:02 am
-
- Totalize the values of a custom report field
by Djobydjoba » Fri Mar 08, 2024 5:54 am
- 5 Replies
- 3891 Views
- Last post by Mark
Fri Mar 08, 2024 5:22 pm
-
- GIC/Bond Maturity date
by frs001@gmail.com » Thu Feb 29, 2024 10:20 am
- 2 Replies
- 2982 Views
- Last post by frs001@gmail.com
Thu Feb 29, 2024 8:39 pm
-
- Prior Year Divident
by henrikk » Sat Feb 24, 2024 2:29 pm
- 1 Replies
- 2708 Views
- Last post by Mark
Mon Feb 26, 2024 8:57 am
-
- Upside/Downside Capture Ratio
by swisspm » Sat Feb 17, 2024 1:34 am
- 3 Replies
- 3912 Views
- Last post by Mark
Mon Feb 19, 2024 9:04 am
-
- Content of the column "Portfolio parent" truncated
by Djobydjoba » Sat Feb 03, 2024 3:08 pm
- 2 Replies
- 2896 Views
- Last post by Djobydjoba
Sun Feb 04, 2024 1:22 am
-
- value change LD incorrect
by alpappy » Sat Feb 03, 2024 12:59 pm
- 3 Replies
- 3301 Views
- Last post by alpappy
Sat Feb 03, 2024 11:14 pm
-
- Report Footnotes
by ricbertsch » Thu Feb 01, 2024 1:32 pm
- 1 Replies
- 2641 Views
- Last post by Mark
Thu Feb 01, 2024 5:49 pm
-
- Monthly Performance by Sub Portfolio
by jskahan » Fri Jan 26, 2024 12:57 pm
- 1 Replies
- 2709 Views
- Last post by Mark
Fri Jan 26, 2024 2:12 pm
-
- Current value - sum of all purchases?
by jstolzen » Mon Jan 22, 2024 2:42 pm
- 5 Replies
- 3920 Views
- Last post by Mark
Mon Jan 22, 2024 5:07 pm
-
- Reconcile problem
by Woluwe » Thu Dec 07, 2023 10:15 am
- 1 Replies
- 5558 Views
- Last post by Mark
Thu Dec 07, 2023 10:23 am
Return to Board index
Who is online
Users browsing this forum: No registered users and 19 guests
Forum permissions
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum
|