Questions on using, creating, or understanding data in Fund Manager reports.
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- Custom reports across portfolios
by wsslsi » Tue Jul 21, 2020 6:34 am
- 2 Replies
- 2085 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
- 2183 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
- 1323 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
- 3410 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
- 1301 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
- 2062 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
- 4414 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
- 1319 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
- 1633 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
- 1423 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
- 2066 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
- 1974 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
- 1987 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
- 1419 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
- 2554 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
- 1360 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
- 2184 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
- 1437 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
- 3411 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
- 1933 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
- 2053 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
- 1363 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
- 2147 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
- 3165 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
- 1300 Views
- Last post by Mark
Sat Jan 25, 2020 11:10 am
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- Report for Hidden Investments
by paulk » Sat Jan 25, 2020 10:43 am
- 1 Replies
- 1359 Views
- Last post by Mark
Sat Jan 25, 2020 11:05 am
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- Missing totals
by CanuckWheels » Sun Jan 12, 2020 4:18 pm
- 2 Replies
- 1726 Views
- Last post by CanuckWheels
Tue Jan 14, 2020 2:22 pm
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- Portfolio report not updating prices
by adrianrees » Sat Jan 11, 2020 5:34 pm
- 4 Replies
- 2296 Views
- Last post by adrianrees
Tue Jan 14, 2020 2:47 am
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- Simplified value report
by Robert A » Wed Jan 01, 2020 4:08 pm
- 2 Replies
- 1673 Views
- Last post by Robert A
Wed Jan 01, 2020 5:03 pm
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- % Gain Investment vs. ROI Yields
by TudorP » Fri Dec 20, 2019 12:27 pm
- 1 Replies
- 1560 Views
- Last post by Mark
Fri Dec 20, 2019 12:55 pm
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- %Gain-F (btw) in a user-defined field
by Djobydjoba » Sun Dec 08, 2019 7:02 am
- 5 Replies
- 2546 Views
- Last post by Djobydjoba
Sat Dec 14, 2019 11:49 pm
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- Confusion over CGT report calculation
by Paul440 » Mon Dec 09, 2019 10:10 pm
- 2 Replies
- 1736 Views
- Last post by Paul440
Tue Dec 10, 2019 2:24 pm
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- Asset Type Detail
by elliots » Wed Nov 27, 2019 1:49 pm
- 3 Replies
- 1985 Views
- Last post by Mark
Thu Nov 28, 2019 8:59 am
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- Gain
by moonlighter » Thu Nov 21, 2019 1:54 pm
- 2 Replies
- 1671 Views
- Last post by moonlighter
Thu Nov 21, 2019 3:04 pm
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- Sorting
by moonlighter » Fri Nov 01, 2019 6:30 am
- 2 Replies
- 1577 Views
- Last post by moonlighter
Fri Nov 01, 2019 9:54 am
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- Exempting Securities from Management Fees.
by aviator » Wed Oct 30, 2019 7:29 am
- 5 Replies
- 2466 Views
- Last post by Mark
Thu Oct 31, 2019 8:34 am
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- Multiple filter?
by larryw » Sun Oct 20, 2019 9:26 am
- 1 Replies
- 1596 Views
- Last post by Mark
Sun Oct 20, 2019 10:48 am
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- Report columns misaligned
by Djobydjoba » Sat Oct 19, 2019 2:19 am
- 3 Replies
- 2216 Views
- Last post by Mark
Sun Oct 20, 2019 10:42 am
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- How to Modify Custom Report?
by nebfinfm » Sun Oct 20, 2019 2:54 am
- 1 Replies
- 1420 Views
- Last post by aviator
Sun Oct 20, 2019 9:13 am
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- Yield = NA
by VFP9Belgium » Tue Oct 15, 2019 11:15 pm
- 2 Replies
- 1722 Views
- Last post by VFP9Belgium
Thu Oct 17, 2019 11:50 pm
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- Position-traded money market fund
by dlevy » Thu Oct 17, 2019 9:19 am
- 2 Replies
- 1616 Views
- Last post by dlevy
Thu Oct 17, 2019 10:19 am
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- Empty Sub-account shows on Portfolio Values Report
by elliots » Tue Oct 15, 2019 8:34 am
- 4 Replies
- 2138 Views
- Last post by Mark
Wed Oct 16, 2019 9:24 am
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- Executive Summary in 2020 Beta
by paulk » Fri Sep 20, 2019 4:54 am
- 5 Replies
- 2675 Views
- Last post by paulk
Fri Oct 11, 2019 10:46 am
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- Strategy
by Gottfried » Thu Oct 10, 2019 4:14 am
- 1 Replies
- 1730 Views
- Last post by Mark
Thu Oct 10, 2019 11:09 am
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- Income Schedule, Feedback.
by aviator » Mon Oct 07, 2019 11:41 am
- 3 Replies
- 2046 Views
- Last post by Mark
Tue Oct 08, 2019 7:29 am
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- Calculations
by 4MoreProfits » Mon Oct 07, 2019 7:07 am
- 2 Replies
- 1579 Views
- Last post by Mark
Mon Oct 07, 2019 9:02 am
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- Reporting ending termm deposit
by Jarmila » Mon Oct 22, 2018 4:30 am
- 8 Replies
- 3933 Views
- Last post by twj332
Sun Oct 06, 2019 4:31 pm
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- Display All Positions
by oyz79 » Sun Jun 04, 2017 8:53 pm
- 5 Replies
- 3521 Views
- Last post by Mark
Tue Oct 01, 2019 9:04 am
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- %Gain-F / Basic Points
by Djobydjoba » Fri Mar 09, 2018 8:32 am
- 9 Replies
- 5206 Views
- Last post by Djobydjoba
Sun Sep 22, 2019 3:08 am
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- Rebalance REport ISsue
by paulk » Thu Aug 22, 2019 5:39 am
- 5 Replies
- 2809 Views
- Last post by Mark
Thu Aug 22, 2019 10:12 am
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