Questions on using, creating, or understanding data in Fund Manager reports.
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- Investment Performance Report
by Sheldon » Sun Jul 13, 2025 4:35 pm
- 1 Replies
- 150 Views
- Last post by Mark
Mon Jul 14, 2025 8:43 am
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- Capital gain calc for transferred in shares
by amsadl » Mon Jun 30, 2025 10:12 pm
- 5 Replies
- 185 Views
- Last post by Mark
Wed Jul 02, 2025 7:57 am
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- Continuous Batch Printing
by ricbertsch » Tue Jul 01, 2025 11:21 am
- 1 Replies
- 68 Views
- Last post by Mark
Tue Jul 01, 2025 5:36 pm
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- Crazy Figure in Income Schedule Report
by Bsrr » Fri Jun 20, 2025 4:18 pm
- 5 Replies
- 183 Views
- Last post by Mark
Thu Jun 26, 2025 2:25 pm
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- Symbols printing in the data fields
by robert1 » Thu Jun 19, 2025 7:10 pm
- 3 Replies
- 131 Views
- Last post by Mark
Mon Jun 23, 2025 3:30 pm
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- Little bug in Correlation matrix report
 by Djobydjoba » Sat Jun 07, 2025 7:24 am
- 3 Replies
- 226 Views
- Last post by Mark
Tue Jun 10, 2025 1:18 pm
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- combine by symbol
by managerusers » Thu May 29, 2025 7:56 am
- 2 Replies
- 523 Views
- Last post by managerusers
Thu May 29, 2025 10:32 am
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- RPC server
by moonlighter » Wed May 28, 2025 12:02 pm
- 1 Replies
- 228 Views
- Last post by moonlighter
Wed May 28, 2025 12:25 pm
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- %Gain-V (Inception) calculation
by Bsrr » Tue May 13, 2025 6:26 pm
- 2 Replies
- 1934 Views
- Last post by Bsrr
Thu May 15, 2025 2:24 pm
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- Report Dates - Earliest Price or Transaction to date
by Bsrr » Sun May 04, 2025 6:29 am
- 4 Replies
- 3305 Views
- Last post by Mark
Mon May 05, 2025 8:26 am
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- Track Investment Performance against Acq. Market Pric
by remoreno » Wed Apr 23, 2025 10:38 am
- 3 Replies
- 4870 Views
- Last post by Mark
Sat Apr 26, 2025 11:26 am
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- Option to turn off "hot link" on reports?
by fmuser » Wed Apr 02, 2025 7:21 am
- 1 Replies
- 21734 Views
- Last post by Mark
Wed Apr 02, 2025 8:34 am
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- Yield On Average Cost
by AssetHound » Sun Apr 07, 2024 4:15 pm
- 7 Replies
- 4677 Views
- Last post by Mark
Tue Mar 25, 2025 8:39 am
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- Distribution Summary report
by rmiz » Sat Mar 08, 2025 6:40 pm
- 2 Replies
- 1121 Views
- Last post by rmiz
Mon Mar 10, 2025 4:58 pm
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- Total Value N/A
by keesverhoeven » Tue Feb 11, 2025 9:16 am
- 1 Replies
- 1366 Views
- Last post by Mark
Wed Feb 12, 2025 12:00 pm
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- Value matrix report
by bvzastrow » Sun Feb 09, 2025 2:37 am
- 3 Replies
- 769 Views
- Last post by Mark
Mon Feb 10, 2025 1:09 pm
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- Insufficient Memory Error
by ElGordo » Sun Sep 22, 2019 9:36 am
- 6 Replies
- 5087 Views
- Last post by Djobydjoba
Tue Jan 14, 2025 11:05 am
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- Gain from Investment Performance report and graph different
by Djobydjoba » Sun Jan 05, 2025 10:57 am
- 4 Replies
- 1217 Views
- Last post by Mark
Wed Jan 08, 2025 2:31 pm
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- Custom Reports and fields
by joesk » Mon Dec 30, 2024 9:47 am
- 1 Replies
- 740 Views
- Last post by Mark
Mon Dec 30, 2024 9:50 am
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- PDF Batch Printing of Reports
by ricbertsch » Mon Dec 16, 2024 10:22 am
- 6 Replies
- 1521 Views
- Last post by ricbertsch
Wed Dec 18, 2024 1:34 pm
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- Monthly Performance Report
by Bsrr » Sat Dec 07, 2024 11:49 am
- 2 Replies
- 944 Views
- Last post by Bsrr
Sun Dec 08, 2024 3:42 pm
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- Rebalance Report Exclude Sector Issue
by ballardian » Sun Nov 24, 2024 11:04 am
- 1 Replies
- 855 Views
- Last post by Mark
Sun Nov 24, 2024 2:29 pm
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- Basis report by Trx
by knerrd » Mon Nov 04, 2024 1:22 pm
- 1 Replies
- 919 Views
- Last post by Mark
Mon Nov 04, 2024 8:10 pm
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- Hidden Investments in Report
by Bsrr » Wed Oct 23, 2024 12:26 pm
- 6 Replies
- 1645 Views
- Last post by Bsrr
Wed Oct 30, 2024 11:16 am
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- TWR vs ROI
by mar » Wed Oct 16, 2024 11:22 pm
- 1 Replies
- 872 Views
- Last post by Mark
Thu Oct 17, 2024 1:36 am
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- Qualified v. non-qualified dividends
by LungDoc » Tue Oct 08, 2024 4:21 am
- 4 Replies
- 1430 Views
- Last post by LungDoc
Wed Oct 16, 2024 5:35 am
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- Transaction Export - CNUM
by knerrd » Fri Oct 04, 2024 7:46 am
- 1 Replies
- 865 Views
- Last post by Mark
Fri Oct 04, 2024 9:17 am
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- How to set the correct dates in two reports
by osinv » Thu Sep 12, 2024 10:14 pm
- 4 Replies
- 7539 Views
- Last post by Mark
Tue Sep 17, 2024 8:08 am
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- Gain-I vs Gain-V vs Gain-F
by B2B_Investing » Wed Sep 11, 2024 4:26 pm
- 3 Replies
- 1813 Views
- Last post by Mark
Sat Sep 14, 2024 7:59 am
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- Report Comments/Notes
by Sterling Silver » Sat Sep 07, 2024 7:36 am
- 1 Replies
- 1458 Views
- Last post by Mark
Mon Sep 09, 2024 7:08 pm
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- Recalculate custom reports manually
by Djobydjoba » Mon Sep 02, 2024 3:01 am
- 1 Replies
- 1412 Views
- Last post by Mark
Mon Sep 02, 2024 10:15 am
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- Problem emailing reports after upgrade to advisor 2024
by Cole » Sat Jul 27, 2024 10:52 am
- 9 Replies
- 5955 Views
- Last post by Mark
Wed Aug 07, 2024 5:19 pm
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- Bond Ladder Reporting
by AssetHound » Tue Jul 30, 2024 9:41 am
- 1 Replies
- 1749 Views
- Last post by AssetHound
Tue Jul 30, 2024 9:50 am
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- Capital Gains Report
by knerrd » Mon Jul 22, 2024 7:06 am
- 2 Replies
- 2237 Views
- Last post by knerrd
Fri Jul 26, 2024 7:14 am
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- Sorted Fields
by 4MoreProfits » Sun Jan 10, 2021 9:31 am
- 12 Replies
- 11763 Views
- Last post by Mark
Thu Jun 27, 2024 8:46 am
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- duplicate entries on Performance Report
by suebrooks39887 » Wed May 29, 2024 10:20 am
- 1 Replies
- 4008 Views
- Last post by Mark
Wed May 29, 2024 11:37 am
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- How to create a Total Sum for dividend on Master Portfolio l
by Klaus » Sun May 19, 2024 2:53 am
- 2 Replies
- 3813 Views
- Last post by Klaus
Sun May 19, 2024 10:06 am
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- OOP negative resulting in %Gain as N.A.
by pm76tn » Sat May 04, 2024 7:46 am
- 4 Replies
- 3324 Views
- Last post by pm76tn
Sun May 05, 2024 7:57 am
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- save portfolio as csv
by alpappy » Fri May 03, 2024 2:26 pm
- 5 Replies
- 3335 Views
- Last post by alpappy
Fri May 03, 2024 8:29 pm
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- Sector Allocation Report question
by rminoak » Fri Apr 19, 2024 9:19 pm
- 2 Replies
- 2837 Views
- Last post by rminoak
Mon Apr 22, 2024 7:51 pm
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- Retained distributions
by MartyP » Sat Mar 16, 2024 9:30 am
- 5 Replies
- 4716 Views
- Last post by MartyP
Tue Mar 19, 2024 9:02 am
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- Totalize the values of a custom report field
by Djobydjoba » Fri Mar 08, 2024 5:54 am
- 5 Replies
- 3931 Views
- Last post by Mark
Fri Mar 08, 2024 5:22 pm
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- GIC/Bond Maturity date
by frs001@gmail.com » Thu Feb 29, 2024 10:20 am
- 2 Replies
- 3017 Views
- Last post by frs001@gmail.com
Thu Feb 29, 2024 8:39 pm
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- Prior Year Divident
by henrikk » Sat Feb 24, 2024 2:29 pm
- 1 Replies
- 2729 Views
- Last post by Mark
Mon Feb 26, 2024 8:57 am
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- Upside/Downside Capture Ratio
by swisspm » Sat Feb 17, 2024 1:34 am
- 3 Replies
- 3953 Views
- Last post by Mark
Mon Feb 19, 2024 9:04 am
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- Content of the column "Portfolio parent" truncated
by Djobydjoba » Sat Feb 03, 2024 3:08 pm
- 2 Replies
- 2929 Views
- Last post by Djobydjoba
Sun Feb 04, 2024 1:22 am
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- value change LD incorrect
by alpappy » Sat Feb 03, 2024 12:59 pm
- 3 Replies
- 3333 Views
- Last post by alpappy
Sat Feb 03, 2024 11:14 pm
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- Report Footnotes
by ricbertsch » Thu Feb 01, 2024 1:32 pm
- 1 Replies
- 2659 Views
- Last post by Mark
Thu Feb 01, 2024 5:49 pm
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- Monthly Performance by Sub Portfolio
by jskahan » Fri Jan 26, 2024 12:57 pm
- 1 Replies
- 2732 Views
- Last post by Mark
Fri Jan 26, 2024 2:12 pm
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- Current value - sum of all purchases?
by jstolzen » Mon Jan 22, 2024 2:42 pm
- 5 Replies
- 3967 Views
- Last post by Mark
Mon Jan 22, 2024 5:07 pm
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