Questions on using, creating, or understanding data in Fund Manager reports.
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- Portfolio Value List by Symbol (filter) exclude
by divinest » Fri Feb 15, 2019 6:15 pm
- 6 Replies
- 35 Views
- Last post by divinest
Sat Feb 16, 2019 10:48 am
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- Fidelity fee reporting vs FM portfolio reports
by MartyP » Tue Feb 12, 2019 11:32 am
- 5 Replies
- 68 Views
- Last post by Mark
Wed Feb 13, 2019 10:19 am
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- Exclude Investments?
by larryw » Tue Feb 05, 2019 4:43 pm
- 7 Replies
- 105 Views
- Last post by larryw
Sat Feb 09, 2019 9:35 am
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- Arithmetic?
 by cbenenax » Tue Feb 05, 2019 10:09 am
- 3 Replies
- 46 Views
- Last post by Mark
Tue Feb 05, 2019 11:26 am
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- Rebalance Report - Batch Printing
by ricbertsch » Wed Sep 05, 2018 8:52 am
- 3 Replies
- 169 Views
- Last post by Mark
Mon Feb 04, 2019 1:59 pm
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- Report Font.
by aviator » Sat Feb 02, 2019 8:27 am
- 1 Replies
- 44 Views
- Last post by Mark
Sat Feb 02, 2019 9:57 am
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- Capital Gains Report showing "N/A" Cost Basis?
by jstolzen » Fri Feb 01, 2019 2:19 pm
- 3 Replies
- 43 Views
- Last post by jstolzen
Fri Feb 01, 2019 2:49 pm
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- Columns repeated in a report with multiple date ranges
by Djobydjoba » Sat Mar 18, 2017 8:14 am
- 3 Replies
- 330 Views
- Last post by Mark
Thu Jan 31, 2019 10:01 am
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- YAHOO HISTORICAL exchange rates stopped updating
by Jarmila » Thu Jan 31, 2019 3:13 am
- 1 Replies
- 33 Views
- Last post by Mark
Thu Jan 31, 2019 8:32 am
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- Report Row Total Using Custom function
by divinest » Sun Jan 27, 2019 4:54 pm
- 1 Replies
- 56 Views
- Last post by Mark
Mon Jan 28, 2019 10:18 am
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- Pie Chart - Legend displaying $ amounts
by osinv » Fri Jan 25, 2019 2:19 am
- 2 Replies
- 76 Views
- Last post by osinv
Fri Jan 25, 2019 9:02 am
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- Custom and Memorized Report
by divinest » Sun Jan 20, 2019 10:25 am
- 1 Replies
- 57 Views
- Last post by Mark
Sun Jan 20, 2019 10:44 am
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- Import Custom Reports
by Steven_M » Wed Jan 16, 2019 3:00 pm
- 1 Replies
- 69 Views
- Last post by Mark
Wed Jan 16, 2019 3:08 pm
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- Wide Reports.
by aviator » Sat Jan 05, 2019 9:09 am
- 1 Replies
- 99 Views
- Last post by Mark
Sat Jan 05, 2019 9:19 am
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- Executive Summary Option
by paulk » Wed Dec 26, 2018 6:13 am
- 3 Replies
- 148 Views
- Last post by Mark
Wed Dec 26, 2018 3:19 pm
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- Reports for Cost Basis of Mutual Finds
by B2B_Investing » Wed Dec 26, 2018 8:54 am
- 1 Replies
- 69 Views
- Last post by Mark
Wed Dec 26, 2018 11:11 am
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- Back to a PC and having to redo our memorized reports
by heidiasst » Fri Dec 21, 2018 2:52 pm
- 2 Replies
- 97 Views
- Last post by heidiasst
Mon Dec 24, 2018 8:01 am
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- Question about Portfolio Performance Report
by ACuriousInvestor » Thu Nov 15, 2018 7:55 am
- 10 Replies
- 363 Views
- Last post by ACuriousInvestor
Wed Dec 19, 2018 4:43 pm
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- Performance Report
by Gottfried » Thu Dec 13, 2018 9:18 am
- 3 Replies
- 124 Views
- Last post by Mark
Fri Dec 14, 2018 9:06 am
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- User-Defined Field Equation?
by ACuriousInvestor » Tue Dec 11, 2018 6:03 pm
- 2 Replies
- 109 Views
- Last post by ACuriousInvestor
Wed Dec 12, 2018 5:30 pm
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- Updating Price of securities
by reddragon » Wed Jan 18, 2017 2:09 pm
- 19 Replies
- 1302 Views
- Last post by Mark
Wed Dec 12, 2018 9:09 am
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- Unannualized ROI
by cir » Mon Dec 10, 2018 12:22 pm
- 1 Replies
- 96 Views
- Last post by Mark
Tue Dec 11, 2018 9:50 am
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- Monthly Performance
by divinest » Sat Nov 17, 2018 4:13 pm
- 1 Replies
- 220 Views
- Last post by Mark
Sun Nov 18, 2018 2:33 pm
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- Report run date?
by cir » Wed Nov 14, 2018 1:11 pm
- 3 Replies
- 148 Views
- Last post by Mark
Wed Nov 14, 2018 3:18 pm
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- Report of Portfolio Value
by henrikk » Thu Nov 08, 2018 2:25 pm
- 1 Replies
- 149 Views
- Last post by Mark
Fri Nov 09, 2018 7:45 am
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- alpha
by Mary Kennedy » Sat Oct 27, 2018 8:18 am
- 8 Replies
- 363 Views
- Last post by Mary Kennedy
Wed Nov 07, 2018 1:06 pm
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- Keyboard shortcut for closing a report
by divinest » Fri Nov 02, 2018 6:45 pm
- 1 Replies
- 138 Views
- Last post by Mark
Sat Nov 03, 2018 9:16 am
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- Report totals do not add up?
by Jimbo » Mon Oct 29, 2018 7:58 am
- 2 Replies
- 200 Views
- Last post by Jimbo
Tue Oct 30, 2018 7:22 am
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- Gain column question
by larryw » Thu Oct 25, 2018 4:45 pm
- 3 Replies
- 209 Views
- Last post by Mark
Fri Oct 26, 2018 10:02 am
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- Reporting ending termm deposit
by Jarmila » Mon Oct 22, 2018 4:30 am
- 5 Replies
- 260 Views
- Last post by Mark
Mon Oct 22, 2018 12:39 pm
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- Calculated Column Sub-Totals
by AssetHound » Mon Oct 08, 2018 11:44 am
- 1 Replies
- 208 Views
- Last post by Mark
Mon Oct 08, 2018 3:58 pm
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- custom columns in portfolio editor view
by Nick » Sun Sep 09, 2018 8:19 pm
- 10 Replies
- 491 Views
- Last post by Mark
Mon Sep 17, 2018 8:32 am
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- Lost Client List for Batch Printing
by ricbertsch » Tue Sep 04, 2018 7:49 am
- 8 Replies
- 317 Views
- Last post by ricbertsch
Tue Sep 04, 2018 3:43 pm
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- Open Lots Report and ETF Splits
by ACuriousInvestor » Sun Sep 02, 2018 3:01 pm
- 2 Replies
- 165 Views
- Last post by ACuriousInvestor
Mon Sep 03, 2018 8:59 am
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- dividend info
by JeanneMarie » Wed Aug 29, 2018 2:23 pm
- 1 Replies
- 166 Views
- Last post by Mark
Wed Aug 29, 2018 2:55 pm
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- Redundant subtotals
by av8rdave » Sat Aug 25, 2018 11:08 am
- 2 Replies
- 190 Views
- Last post by av8rdave
Sat Aug 25, 2018 3:10 pm
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- Fund Sharpe ratio
by Nick » Tue Aug 21, 2018 2:12 am
- 2 Replies
- 191 Views
- Last post by Nick
Tue Aug 21, 2018 3:33 pm
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- historical daily mark to market report?
by darrell » Mon Aug 20, 2018 7:56 am
- 9 Replies
- 376 Views
- Last post by Mark
Tue Aug 21, 2018 9:37 am
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- Reports recalculated twice with Apply button
by Djobydjoba » Thu Jul 26, 2018 11:41 am
- 2 Replies
- 299 Views
- Last post by Mark
Thu Jul 26, 2018 2:04 pm
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- Batch reports - pdf quality
by advizer » Thu Jul 12, 2018 2:09 pm
- 1 Replies
- 229 Views
- Last post by Mark
Thu Jul 12, 2018 2:21 pm
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- Executive Summary Portfolio Allocation Graph
by ricbertsch » Thu Jul 05, 2018 5:59 am
- 2 Replies
- 233 Views
- Last post by ricbertsch
Thu Jul 05, 2018 9:09 am
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- ROI - Annualized + Unanualized
by cir » Wed Jul 04, 2018 7:00 am
- 1 Replies
- 219 Views
- Last post by Mark
Wed Jul 04, 2018 9:48 am
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- Report based on Settle date
by larryw » Thu Jun 21, 2018 9:14 am
- 3 Replies
- 286 Views
- Last post by Mark
Thu Jun 21, 2018 12:12 pm
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- Trouble shooting Performance Report
by mcrews » Mon Jun 11, 2018 12:44 pm
- 8 Replies
- 547 Views
- Last post by mcrews
Wed Jun 13, 2018 9:42 am
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- List of Allocation Targets
by ricbertsch » Mon Jun 11, 2018 10:30 am
- 3 Replies
- 267 Views
- Last post by Mark
Mon Jun 11, 2018 11:34 am
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- Money Market Showing negative return
by reddragon » Wed Jun 08, 2016 11:50 am
- 15 Replies
- 1467 Views
- Last post by Mark
Thu May 24, 2018 12:07 pm
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- Reports/ Time Weighted Return
by reddragon » Thu May 05, 2016 9:58 am
- 5 Replies
- 811 Views
- Last post by Mark
Mon May 14, 2018 8:03 pm
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- Investment Transaction report question
by larryw » Thu May 10, 2018 10:06 am
- 4 Replies
- 358 Views
- Last post by larryw
Thu May 10, 2018 6:14 pm
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- Monthly Dividend Report
by larryw » Thu Mar 29, 2018 11:03 am
- 9 Replies
- 671 Views
- Last post by Mark
Sat May 05, 2018 9:19 am
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- Notes field in custom report
by divinest » Sun Apr 29, 2018 3:58 pm
- 6 Replies
- 523 Views
- Last post by divinest
Sun Apr 29, 2018 4:33 pm
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