Questions on using, creating, or understanding data in Fund Manager reports.
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- Fidelity fee reporting vs FM portfolio reports
by MartyP » Tue Feb 12, 2019 11:32 am
- 8 Replies
- 434 Views
- Last post by MartyP
Tue Jul 30, 2019 10:50 am
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- holding as a percentage
by alpappy » Sun Jul 07, 2019 12:46 am
- 1 Replies
- 137 Views
- Last post by Mark
Sun Jul 07, 2019 7:26 am
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- Sorting out total growth
 by Mary Kennedy » Thu Jun 27, 2019 11:06 am
- 10 Replies
- 230 Views
- Last post by Mark
Wed Jul 03, 2019 7:38 am
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- Capital Gains report missing LT Cap Gain?
by jstolzen » Sat Jun 15, 2019 5:04 am
- 2 Replies
- 159 Views
- Last post by jstolzen
Sat Jun 15, 2019 8:27 am
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- Group name header
by Djobydjoba » Sat Jun 08, 2019 8:33 am
- 1 Replies
- 141 Views
- Last post by Mark
Sat Jun 08, 2019 2:09 pm
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- return with dividends reinvested
by sspeed » Wed Jun 05, 2019 5:56 am
- 2 Replies
- 107 Views
- Last post by Mark
Wed Jun 05, 2019 8:51 am
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- Portfolio ROI
by csharin » Sun Jun 02, 2019 5:27 pm
- 2 Replies
- 110 Views
- Last post by csharin
Sun Jun 02, 2019 6:52 pm
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- nz tax
by alpappy » Fri May 17, 2019 5:18 pm
- 1 Replies
- 133 Views
- Last post by Mark
Fri May 17, 2019 5:24 pm
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- Date range names
by Djobydjoba » Thu May 16, 2019 12:28 pm
- 1 Replies
- 106 Views
- Last post by Mark
Thu May 16, 2019 12:39 pm
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- Portfolio performance report- help
by prasannainv » Tue May 14, 2019 5:37 am
- 6 Replies
- 190 Views
- Last post by prasannainv
Tue May 14, 2019 4:48 pm
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- Portfolio Performance report "Invested" total incorrect
by jstolzen » Sat May 04, 2019 5:07 am
- 8 Replies
- 380 Views
- Last post by Mark
Mon May 06, 2019 8:31 pm
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- What report metrics make sense for a retail investor?
by jboxman » Sun Apr 28, 2019 12:49 pm
- 1 Replies
- 308 Views
- Last post by Mark
Sun Apr 28, 2019 1:49 pm
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- show fund-fund xfrs separately from $ out in perf report
by tomseeley » Wed Apr 24, 2019 8:29 am
- 2 Replies
- 157 Views
- Last post by tomseeley
Fri Apr 26, 2019 8:22 am
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- Executive Summary.
by aviator » Mon Apr 22, 2019 12:29 pm
- 4 Replies
- 191 Views
- Last post by Mark
Mon Apr 22, 2019 4:08 pm
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- Payment amount per share.
by divinest » Sat Apr 20, 2019 7:34 am
- 2 Replies
- 139 Views
- Last post by divinest
Sat Apr 20, 2019 7:58 am
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- Realised gain error in custom
by alpappy » Sun Feb 14, 2016 2:51 am
- 10 Replies
- 1199 Views
- Last post by Mark
Mon Apr 15, 2019 3:20 pm
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- ROI Yield Report periods
by tomseeley » Tue Apr 09, 2019 7:25 am
- 1 Replies
- 146 Views
- Last post by Mark
Tue Apr 09, 2019 3:56 pm
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- Lost Batch Printing Client List in Cloud Mode
by erlconsult » Fri Mar 29, 2019 8:05 am
- 5 Replies
- 228 Views
- Last post by Mark
Fri Mar 29, 2019 5:52 pm
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- Invest Transaction Report that shows how trades were matched
by heidiasst » Wed Mar 27, 2019 10:51 am
- 1 Replies
- 123 Views
- Last post by Mark
Wed Mar 27, 2019 3:06 pm
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- Yields showing up as NA
by gmonteferrante » Sun Mar 17, 2019 5:42 am
- 2 Replies
- 205 Views
- Last post by gmonteferrante
Sun Mar 17, 2019 10:02 am
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- printing Account Description fields
by Houstonwb » Mon Mar 11, 2019 3:19 pm
- 1 Replies
- 157 Views
- Last post by Mark
Mon Mar 11, 2019 4:12 pm
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- tracking gains
by alpappy » Sun Mar 10, 2019 6:38 pm
- 2 Replies
- 186 Views
- Last post by alpappy
Mon Mar 11, 2019 1:20 pm
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- Tracking RRSP contributions
by timbro » Sun Mar 10, 2019 11:17 am
- 2 Replies
- 165 Views
- Last post by timbro
Sun Mar 10, 2019 3:18 pm
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- Redundant subtotals
by av8rdave » Sat Aug 25, 2018 11:08 am
- 4 Replies
- 480 Views
- Last post by Mark
Thu Mar 07, 2019 9:44 am
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- Investment Goal Report
by LungDoc » Tue Feb 26, 2019 8:31 am
- 4 Replies
- 297 Views
- Last post by LungDoc
Wed Mar 06, 2019 4:28 am
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- Comparing long-term holdings
by Mary Kennedy » Tue Feb 26, 2019 10:42 am
- 2 Replies
- 218 Views
- Last post by Mary Kennedy
Thu Feb 28, 2019 6:03 am
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- Open Lot Report - Dividends spilling over into ex-div. lots
by sushi512 » Sun Feb 24, 2019 12:21 am
- 2 Replies
- 203 Views
- Last post by sushi512
Mon Feb 25, 2019 10:50 am
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- Portfolio Value List by Symbol (filter) exclude
by divinest » Fri Feb 15, 2019 6:15 pm
- 6 Replies
- 306 Views
- Last post by divinest
Sat Feb 16, 2019 10:48 am
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- Exclude Investments?
by larryw » Tue Feb 05, 2019 4:43 pm
- 7 Replies
- 409 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
- 200 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
- 389 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
- 147 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
- 197 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
- 506 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
- 143 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
- 140 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
- 187 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
- 165 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
- 200 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
- 247 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
- 314 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
- 197 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
- 242 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
- 705 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
- 305 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
- 252 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
- 2118 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
- 214 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
- 344 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
- 331 Views
- Last post by Mark
Wed Nov 14, 2018 3:18 pm
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