Questions on using, creating, or understanding data in Fund Manager reports.
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- 3m Yield
 by alan green » Thu Feb 04, 2021 10:11 am
- 7 Replies
- 2142 Views
- Last post by Mark
Fri Feb 05, 2021 5:11 pm
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- Sub Portfolios
by csharin » Thu Feb 04, 2021 1:39 pm
- 1 Replies
- 1128 Views
- Last post by Mark
Thu Feb 04, 2021 1:41 pm
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- Time-weighted Return Report shows ROI data
by Tom Kehrwald » Sat Jan 30, 2021 11:39 am
- 3 Replies
- 1426 Views
- Last post by Mark
Mon Feb 01, 2021 2:41 pm
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- Issue after updating the latest quote module
by prasannainv » Thu Jan 28, 2021 7:19 am
- 7 Replies
- 2041 Views
- Last post by Mark
Thu Jan 28, 2021 12:51 pm
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- Sorted Fields
by 4MoreProfits » Sun Jan 10, 2021 9:31 am
- 9 Replies
- 2538 Views
- Last post by Mark
Sun Jan 24, 2021 8:49 am
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- Report Filters
by gmow » Wed Jan 13, 2021 11:56 am
- 1 Replies
- 1274 Views
- Last post by Mark
Wed Jan 13, 2021 12:04 pm
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- Change of value
by french fries » Sat Jan 09, 2021 1:23 pm
- 1 Replies
- 1077 Views
- Last post by Mark
Sun Jan 10, 2021 8:52 am
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- S&P performance on the Executive summary
by prasannainv » Sun Jan 10, 2021 4:26 am
- 1 Replies
- 1049 Views
- Last post by Mark
Sun Jan 10, 2021 8:48 am
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- Sorted performance Report
by 4MoreProfits » Wed Dec 30, 2020 6:39 am
- 1 Replies
- 1100 Views
- Last post by Mark
Wed Dec 30, 2020 9:18 am
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- Adding portfolio name and end date to custom report column
by NickyB » Thu Feb 05, 2015 1:35 pm
- 3 Replies
- 2123 Views
- Last post by Mark
Sun Dec 13, 2020 11:00 am
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- Investment Performance.
by rudolfr » Thu Dec 10, 2020 7:31 pm
- 1 Replies
- 1154 Views
- Last post by Mark
Fri Dec 11, 2020 9:40 am
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- History of current investments
by cbenenax » Tue Nov 24, 2020 3:04 pm
- 1 Replies
- 1283 Views
- Last post by Mark
Tue Nov 24, 2020 3:21 pm
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- Date Settings in Custom report are not correctly saved
by wiener30 » Wed Nov 18, 2020 12:38 pm
- 2 Replies
- 1324 Views
- Last post by wiener30
Wed Nov 18, 2020 1:37 pm
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- Asset (and Sector) Allocation Report Filtering Capability?
by B2B_Investing » Sat Nov 14, 2020 5:13 am
- 1 Replies
- 1135 Views
- Last post by Mark
Sat Nov 14, 2020 9:42 am
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- 2 Sided Report?
by heidiasst » Tue Nov 10, 2020 10:02 am
- 3 Replies
- 1404 Views
- Last post by Mark
Tue Nov 10, 2020 10:12 am
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- ROI Calucations shown for sub-portfolio, but not individual
by surendar jeyadev » Fri Nov 06, 2020 7:34 pm
- 1 Replies
- 1106 Views
- Last post by Mark
Sat Nov 07, 2020 11:46 am
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- Transaction TIME?
by drwehby » Tue Nov 03, 2020 6:28 am
- 5 Replies
- 1383 Views
- Last post by drwehby
Tue Nov 03, 2020 10:36 am
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- Add column to existing reports
by nebfinfm » Fri Oct 23, 2020 2:12 am
- 1 Replies
- 878 Views
- Last post by Mark
Fri Oct 23, 2020 9:09 am
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- Money Market Showing negative return
by reddragon » Wed Jun 08, 2016 11:50 am
- 17 Replies
- 7106 Views
- Last post by Mark
Wed Oct 14, 2020 8:42 am
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- Montly portfolio performance in dollars
by roadjackson » Mon Oct 12, 2020 2:16 pm
- 1 Replies
- 820 Views
- Last post by Mark
Mon Oct 12, 2020 3:37 pm
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- Fee Report by Fund and Account
by WeekendRider » Wed Oct 07, 2020 6:49 am
- 12 Replies
- 2759 Views
- Last post by Mark
Fri Oct 09, 2020 2:33 pm
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- portfolio performance reports
by lichtgg » Tue Sep 29, 2020 2:43 pm
- 1 Replies
- 856 Views
- Last post by Mark
Tue Sep 29, 2020 2:56 pm
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- Saving Formatting For Custom Reports & Graphs
by portaferry » Sun Sep 27, 2020 3:21 pm
- 2 Replies
- 1004 Views
- Last post by portaferry
Mon Sep 28, 2020 6:51 pm
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- Net Gain doesn't match
by mcrews » Mon Sep 28, 2020 12:42 pm
- 3 Replies
- 1081 Views
- Last post by mcrews
Mon Sep 28, 2020 1:04 pm
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- Portfolio Performance
by cricketbunty » Sun Aug 23, 2020 3:38 pm
- 1 Replies
- 1208 Views
- Last post by Mark
Mon Aug 24, 2020 8:16 am
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- Custom reports across portfolios
by wsslsi » Tue Jul 21, 2020 6:34 am
- 2 Replies
- 1794 Views
- Last post by wsslsi
Fri Jul 24, 2020 6:05 am
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- Executive Summary
by Arrow » Sat Jul 11, 2020 3:30 am
- 3 Replies
- 1775 Views
- Last post by Mark
Sat Jul 11, 2020 9:50 am
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- Capital Gain Report - Specific Lots
by jackchan » Wed Jul 08, 2020 12:51 am
- 1 Replies
- 1067 Views
- Last post by Mark
Wed Jul 08, 2020 1:17 pm
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- Hide Zero Share Balance broken?
by MichelV » Wed Feb 19, 2020 3:22 pm
- 7 Replies
- 2821 Views
- Last post by danmcco
Wed Jul 08, 2020 11:21 am
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- Customized Reports for Batch Printing Disappearing
by ricbertsch » Tue Jun 30, 2020 1:57 pm
- 1 Replies
- 1085 Views
- Last post by Mark
Tue Jun 30, 2020 2:47 pm
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- composite report
by alpappy » Sat Jun 20, 2020 4:04 pm
- 3 Replies
- 1696 Views
- Last post by Mark
Sat Jun 20, 2020 4:18 pm
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- new user, need help to iron our wrinkles
by gponym » Tue May 19, 2020 7:13 am
- 9 Replies
- 3610 Views
- Last post by gponym
Fri Jun 05, 2020 7:32 am
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- Setting "Today" For Custom Reports
by B2B_Investing » Mon Jun 01, 2020 8:46 am
- 1 Replies
- 1086 Views
- Last post by Mark
Mon Jun 01, 2020 8:51 am
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- Portfolio Value - wrong price and total
by dnaumov » Sun May 10, 2020 2:43 pm
- 1 Replies
- 1416 Views
- Last post by Mark
Sun May 10, 2020 3:57 pm
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- Portfolio Value - Sorting
by keviguy » Tue May 05, 2020 9:51 am
- 1 Replies
- 1193 Views
- Last post by Mark
Tue May 05, 2020 10:25 am
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- Grouping Investments
by invk » Mon Apr 20, 2020 4:14 am
- 2 Replies
- 1739 Views
- Last post by invk
Tue Apr 21, 2020 4:53 am
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- daily filtered report
by alpappy » Wed Apr 15, 2020 5:47 pm
- 3 Replies
- 1657 Views
- Last post by Mark
Thu Apr 16, 2020 4:02 pm
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- Can I email reports?
by heidiasst » Fri Mar 20, 2020 8:44 am
- 1 Replies
- 1695 Views
- Last post by Mark
Fri Mar 20, 2020 9:02 am
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- Disappearing Stocks
by Robert A » Mon Mar 16, 2020 6:34 pm
- 1 Replies
- 1196 Views
- Last post by Mark
Tue Mar 17, 2020 11:26 am
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- Capital Gains for Single Security
by hipped1 » Sat Nov 09, 2019 1:44 pm
- 4 Replies
- 2170 Views
- Last post by MichelV
Sat Mar 14, 2020 5:58 am
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- quick sales
by alpappy » Wed Mar 11, 2020 6:09 pm
- 1 Replies
- 1157 Views
- Last post by Mark
Thu Mar 12, 2020 10:03 am
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- Weird distribution amount in Investment Perf. report
by Djobydjoba » Sun Mar 01, 2020 3:59 am
- 4 Replies
- 1836 Views
- Last post by Djobydjoba
Sun Mar 01, 2020 8:48 am
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- Performance report question
by MichelV » Sun Feb 23, 2020 7:00 am
- 1 Replies
- 1236 Views
- Last post by Mark
Sun Feb 23, 2020 9:50 am
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- TWR total question
by Djobydjoba » Sun Feb 16, 2020 10:43 am
- 8 Replies
- 2732 Views
- Last post by Mark
Thu Feb 20, 2020 3:25 pm
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- Aggregate Sub-Portfolio Reporting
by AssetHound » Thu Feb 06, 2020 10:18 am
- 2 Replies
- 1639 Views
- Last post by AssetHound
Fri Feb 14, 2020 2:43 pm
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- issue with TWR and ROI with neg distributions on share
by twj332 » Tue Feb 04, 2020 9:26 pm
- 3 Replies
- 1736 Views
- Last post by twj332
Wed Feb 05, 2020 6:15 pm
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- Tax Free accounts not exclued in report
by Houstonwb » Wed Feb 05, 2020 2:06 pm
- 1 Replies
- 1163 Views
- Last post by Mark
Wed Feb 05, 2020 2:52 pm
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- Gain & Gain_Al (between) answers are wrong
by JiminPhx » Sat Feb 01, 2020 3:55 pm
- 4 Replies
- 1791 Views
- Last post by JiminPhx
Sun Feb 02, 2020 8:58 am
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- Custom Fields
by divinest » Sat Jan 25, 2020 4:37 pm
- 8 Replies
- 2565 Views
- Last post by divinest
Sat Jan 25, 2020 5:43 pm
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- Share Price Gain without the distribution
by divinest » Sat Jan 25, 2020 9:27 am
- 1 Replies
- 1102 Views
- Last post by Mark
Sat Jan 25, 2020 11:10 am
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