Questions on using, creating, or understanding data in Fund Manager reports.
-
- Open Lot Report - Dividends spilling over into ex-div. lots
 by sushi512 » Sun Feb 24, 2019 12:21 am
- 2 Replies
- 1424 Views
- Last post by sushi512
Mon Feb 25, 2019 10:50 am
-
- Portfolio Value List by Symbol (filter) exclude
by divinest » Fri Feb 15, 2019 6:15 pm
- 6 Replies
- 2354 Views
- Last post by divinest
Sat Feb 16, 2019 10:48 am
-
- Exclude Investments?
by larryw » Tue Feb 05, 2019 4:43 pm
- 7 Replies
- 3335 Views
- Last post by larryw
Sat Feb 09, 2019 9:35 am
-
- Arithmetic?
by cbenenax » Tue Feb 05, 2019 10:09 am
- 3 Replies
- 1468 Views
- Last post by Mark
Tue Feb 05, 2019 11:26 am
-
- Rebalance Report - Batch Printing
by ricbertsch » Wed Sep 05, 2018 8:52 am
- 3 Replies
- 2226 Views
- Last post by Mark
Mon Feb 04, 2019 1:59 pm
-
- Report Font.
by aviator » Sat Feb 02, 2019 8:27 am
- 1 Replies
- 1015 Views
- Last post by Mark
Sat Feb 02, 2019 9:57 am
-
- Capital Gains Report showing "N/A" Cost Basis?
by jstolzen » Fri Feb 01, 2019 2:19 pm
- 3 Replies
- 1532 Views
- Last post by jstolzen
Fri Feb 01, 2019 2:49 pm
-
- Columns repeated in a report with multiple date ranges
by Djobydjoba » Sat Mar 18, 2017 8:14 am
- 3 Replies
- 2132 Views
- Last post by Mark
Thu Jan 31, 2019 10:01 am
-
- YAHOO HISTORICAL exchange rates stopped updating
by Jarmila » Thu Jan 31, 2019 3:13 am
- 1 Replies
- 1162 Views
- Last post by Mark
Thu Jan 31, 2019 8:32 am
-
- Report Row Total Using Custom function
by divinest » Sun Jan 27, 2019 4:54 pm
- 1 Replies
- 1055 Views
- Last post by Mark
Mon Jan 28, 2019 10:18 am
-
- Pie Chart - Legend displaying $ amounts
by osinv » Fri Jan 25, 2019 2:19 am
- 2 Replies
- 1323 Views
- Last post by osinv
Fri Jan 25, 2019 9:02 am
-
- Custom and Memorized Report
by divinest » Sun Jan 20, 2019 10:25 am
- 1 Replies
- 1059 Views
- Last post by Mark
Sun Jan 20, 2019 10:44 am
-
- Import Custom Reports
by Steven_M » Wed Jan 16, 2019 3:00 pm
- 1 Replies
- 1198 Views
- Last post by Mark
Wed Jan 16, 2019 3:08 pm
-
- Wide Reports.
by aviator » Sat Jan 05, 2019 9:09 am
- 1 Replies
- 1174 Views
- Last post by Mark
Sat Jan 05, 2019 9:19 am
-
- Executive Summary Option
by paulk » Wed Dec 26, 2018 6:13 am
- 3 Replies
- 1686 Views
- Last post by Mark
Wed Dec 26, 2018 3:19 pm
-
- Reports for Cost Basis of Mutual Finds
by B2B_Investing » Wed Dec 26, 2018 8:54 am
- 1 Replies
- 1107 Views
- Last post by Mark
Wed Dec 26, 2018 11:11 am
-
- Back to a PC and having to redo our memorized reports
by heidiasst » Fri Dec 21, 2018 2:52 pm
- 2 Replies
- 1391 Views
- Last post by heidiasst
Mon Dec 24, 2018 8:01 am
-
- Question about Portfolio Performance Report
by ACuriousInvestor » Thu Nov 15, 2018 7:55 am
- 10 Replies
- 3390 Views
- Last post by ACuriousInvestor
Wed Dec 19, 2018 4:43 pm
-
- Performance Report
by Gottfried » Thu Dec 13, 2018 9:18 am
- 3 Replies
- 1669 Views
- Last post by Mark
Fri Dec 14, 2018 9:06 am
-
- User-Defined Field Equation?
by ACuriousInvestor » Tue Dec 11, 2018 6:03 pm
- 2 Replies
- 1450 Views
- Last post by ACuriousInvestor
Wed Dec 12, 2018 5:30 pm
-
- Updating Price of securities
by reddragon » Wed Jan 18, 2017 2:09 pm
- 19 Replies
- 10769 Views
- Last post by Mark
Wed Dec 12, 2018 9:09 am
-
- Unannualized ROI
by cir » Mon Dec 10, 2018 12:22 pm
- 1 Replies
- 1182 Views
- Last post by Mark
Tue Dec 11, 2018 9:50 am
-
- Monthly Performance
by divinest » Sat Nov 17, 2018 4:13 pm
- 1 Replies
- 1313 Views
- Last post by Mark
Sun Nov 18, 2018 2:33 pm
-
- Report run date?
by cir » Wed Nov 14, 2018 1:11 pm
- 3 Replies
- 1716 Views
- Last post by Mark
Wed Nov 14, 2018 3:18 pm
-
- Report of Portfolio Value
by henrikk » Thu Nov 08, 2018 2:25 pm
- 1 Replies
- 1280 Views
- Last post by Mark
Fri Nov 09, 2018 7:45 am
-
- alpha
by Mary Kennedy » Sat Oct 27, 2018 8:18 am
- 8 Replies
- 3936 Views
- Last post by Mary Kennedy
Wed Nov 07, 2018 1:06 pm
-
- Keyboard shortcut for closing a report
by divinest » Fri Nov 02, 2018 6:45 pm
- 1 Replies
- 1217 Views
- Last post by Mark
Sat Nov 03, 2018 9:16 am
-
- Report totals do not add up?
by Jimbo » Mon Oct 29, 2018 7:58 am
- 2 Replies
- 1620 Views
- Last post by Jimbo
Tue Oct 30, 2018 7:22 am
-
- Gain column question
by larryw » Thu Oct 25, 2018 4:45 pm
- 3 Replies
- 1821 Views
- Last post by Mark
Fri Oct 26, 2018 10:02 am
-
- Calculated Column Sub-Totals
by AssetHound » Mon Oct 08, 2018 11:44 am
- 1 Replies
- 1363 Views
- Last post by Mark
Mon Oct 08, 2018 3:58 pm
-
- custom columns in portfolio editor view
by Nick » Sun Sep 09, 2018 8:19 pm
- 10 Replies
- 3944 Views
- Last post by Mark
Mon Sep 17, 2018 8:32 am
-
- Lost Client List for Batch Printing
by ricbertsch » Tue Sep 04, 2018 7:49 am
- 8 Replies
- 3201 Views
- Last post by ricbertsch
Tue Sep 04, 2018 3:43 pm
-
- Open Lots Report and ETF Splits
by ACuriousInvestor » Sun Sep 02, 2018 3:01 pm
- 2 Replies
- 1528 Views
- Last post by ACuriousInvestor
Mon Sep 03, 2018 8:59 am
-
- dividend info
by JeanneMarie » Wed Aug 29, 2018 2:23 pm
- 1 Replies
- 1306 Views
- Last post by Mark
Wed Aug 29, 2018 2:55 pm
-
- Fund Sharpe ratio
by Nick » Tue Aug 21, 2018 2:12 am
- 2 Replies
- 1595 Views
- Last post by Nick
Tue Aug 21, 2018 3:33 pm
-
- historical daily mark to market report?
by darrell » Mon Aug 20, 2018 7:56 am
- 9 Replies
- 3430 Views
- Last post by Mark
Tue Aug 21, 2018 9:37 am
-
- Reports recalculated twice with Apply button
by Djobydjoba » Thu Jul 26, 2018 11:41 am
- 2 Replies
- 1687 Views
- Last post by Mark
Thu Jul 26, 2018 2:04 pm
-
- Batch reports - pdf quality
by advizer » Thu Jul 12, 2018 2:09 pm
- 1 Replies
- 1632 Views
- Last post by Mark
Thu Jul 12, 2018 2:21 pm
-
- Executive Summary Portfolio Allocation Graph
by ricbertsch » Thu Jul 05, 2018 5:59 am
- 2 Replies
- 1521 Views
- Last post by ricbertsch
Thu Jul 05, 2018 9:09 am
-
- ROI - Annualized + Unanualized
by cir » Wed Jul 04, 2018 7:00 am
- 1 Replies
- 1264 Views
- Last post by Mark
Wed Jul 04, 2018 9:48 am
-
- Report based on Settle date
by larryw » Thu Jun 21, 2018 9:14 am
- 3 Replies
- 1868 Views
- Last post by Mark
Thu Jun 21, 2018 12:12 pm
-
- Trouble shooting Performance Report
by mcrews » Mon Jun 11, 2018 12:44 pm
- 8 Replies
- 3268 Views
- Last post by mcrews
Wed Jun 13, 2018 9:42 am
-
- List of Allocation Targets
by ricbertsch » Mon Jun 11, 2018 10:30 am
- 3 Replies
- 1728 Views
- Last post by Mark
Mon Jun 11, 2018 11:34 am
-
- Reports/ Time Weighted Return
by reddragon » Thu May 05, 2016 9:58 am
- 5 Replies
- 2863 Views
- Last post by Mark
Mon May 14, 2018 8:03 pm
-
- Investment Transaction report question
by larryw » Thu May 10, 2018 10:06 am
- 4 Replies
- 2088 Views
- Last post by larryw
Thu May 10, 2018 6:14 pm
-
- Monthly Dividend Report
by larryw » Thu Mar 29, 2018 11:03 am
- 9 Replies
- 3691 Views
- Last post by Mark
Sat May 05, 2018 9:19 am
-
- Notes field in custom report
by divinest » Sun Apr 29, 2018 3:58 pm
- 6 Replies
- 2841 Views
- Last post by divinest
Sun Apr 29, 2018 4:33 pm
-
- Combining Investments for Capital Gains
by safexharbour » Tue Apr 24, 2018 8:27 am
- 3 Replies
- 1878 Views
- Last post by Mark
Wed Apr 25, 2018 7:10 am
-
- Portfolio Performance Report
by dbender54 » Tue Apr 10, 2018 5:59 pm
- 1 Replies
- 1322 Views
- Last post by Mark
Tue Apr 10, 2018 6:32 pm
-
- Adding a Column to a Standard Report
by ACuriousInvestor » Sat Apr 07, 2018 11:13 am
- 1 Replies
- 1267 Views
- Last post by data8504
Sat Apr 07, 2018 11:19 pm
Return to Board index
Who is online
Users browsing this forum: No registered users and 1 guest
Forum permissions
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum
|