Questions on using, creating, or understanding data in Fund Manager reports.
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- 배터리게임
by ZacharyGoofs » Tue Apr 23, 2019 1:22 am
- 0 Replies
- 3 Views
- Last post by ZacharyGoofs
Tue Apr 23, 2019 1:22 am
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- Executive Summary.
by aviator » Mon Apr 22, 2019 12:29 pm
- 4 Replies
- 19 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
- 23 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
- 869 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
- 56 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
- 65 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
- 45 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
- 81 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
- 67 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
- 70 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
- 50 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
- 298 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
- 131 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
- 100 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
- 88 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
- 128 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
- 136 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
- 173 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
- 90 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
- 234 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
- 76 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
- 85 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
- 383 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
- 59 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
- 77 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
- 104 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
- 86 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
- 113 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
- 142 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
- 198 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
- 109 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
- 144 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
- 460 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
- 182 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
- 149 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
- 1530 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
- 132 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
- 259 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
- 210 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
- 191 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
- 489 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
- 169 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
- 265 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
- 269 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
- 335 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
- 249 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
- 607 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
- 443 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
- 217 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
- 205 Views
- Last post by Mark
Wed Aug 29, 2018 2:55 pm
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