Questions on using, creating, or understanding data in Fund Manager reports.
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- Batch reports - pdf quality
by advizer » Thu Jul 12, 2018 2:09 pm
- 1 Replies
- 1724 Views
- Last post by Mark
Thu Jul 12, 2018 2:21 pm
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- Executive Summary Portfolio Allocation Graph
by ricbertsch » Thu Jul 05, 2018 5:59 am
- 2 Replies
- 1598 Views
- Last post by ricbertsch
Thu Jul 05, 2018 9:09 am
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- ROI - Annualized + Unanualized
by cir » Wed Jul 04, 2018 7:00 am
- 1 Replies
- 1313 Views
- Last post by Mark
Wed Jul 04, 2018 9:48 am
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- Report based on Settle date
by larryw » Thu Jun 21, 2018 9:14 am
- 3 Replies
- 1964 Views
- Last post by Mark
Thu Jun 21, 2018 12:12 pm
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- Trouble shooting Performance Report
by mcrews » Mon Jun 11, 2018 12:44 pm
- 8 Replies
- 3391 Views
- Last post by mcrews
Wed Jun 13, 2018 9:42 am
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- List of Allocation Targets
by ricbertsch » Mon Jun 11, 2018 10:30 am
- 3 Replies
- 1828 Views
- Last post by Mark
Mon Jun 11, 2018 11:34 am
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- Reports/ Time Weighted Return
by reddragon » Thu May 05, 2016 9:58 am
- 5 Replies
- 2993 Views
- Last post by Mark
Mon May 14, 2018 8:03 pm
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- Investment Transaction report question
by larryw » Thu May 10, 2018 10:06 am
- 4 Replies
- 2172 Views
- Last post by larryw
Thu May 10, 2018 6:14 pm
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- Monthly Dividend Report
by larryw » Thu Mar 29, 2018 11:03 am
- 9 Replies
- 3867 Views
- Last post by Mark
Sat May 05, 2018 9:19 am
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- Notes field in custom report
by divinest » Sun Apr 29, 2018 3:58 pm
- 6 Replies
- 2954 Views
- Last post by divinest
Sun Apr 29, 2018 4:33 pm
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- Combining Investments for Capital Gains
by safexharbour » Tue Apr 24, 2018 8:27 am
- 3 Replies
- 1958 Views
- Last post by Mark
Wed Apr 25, 2018 7:10 am
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- Portfolio Performance Report
by dbender54 » Tue Apr 10, 2018 5:59 pm
- 1 Replies
- 1388 Views
- Last post by Mark
Tue Apr 10, 2018 6:32 pm
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- Adding a Column to a Standard Report
by ACuriousInvestor » Sat Apr 07, 2018 11:13 am
- 1 Replies
- 1324 Views
- Last post by data8504
Sat Apr 07, 2018 11:19 pm
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- Only the amount invested in the stock
by ThomasK » Sat Mar 24, 2018 8:08 pm
- 3 Replies
- 1931 Views
- Last post by Mark
Mon Mar 26, 2018 6:43 pm
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- Error in calculation of "Avg purchase price-C (end)"?
by cbenenax » Mon Mar 12, 2018 6:58 pm
- 1 Replies
- 1390 Views
- Last post by Mark
Tue Mar 13, 2018 4:03 pm
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- Include Only Transactions With Memo Contents (Inv Txn Rpt)
by divinest » Sun Mar 11, 2018 7:48 am
- 1 Replies
- 1286 Views
- Last post by Mark
Mon Mar 12, 2018 2:51 pm
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- Dividend Increase % and Amount
by divinest » Sat Mar 03, 2018 6:42 am
- 8 Replies
- 4016 Views
- Last post by Mark
Mon Mar 05, 2018 11:16 am
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- Running a report with same security in mutliple portfolios
by flight » Fri Aug 25, 2017 4:35 pm
- 5 Replies
- 2708 Views
- Last post by Mark
Tue Feb 20, 2018 7:40 am
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- Portfolio Value currency issue (ZAR)
by CrazyindianZA » Sun Feb 18, 2018 1:45 pm
- 2 Replies
- 1702 Views
- Last post by CrazyindianZA
Mon Feb 19, 2018 2:45 pm
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- Custom field for the report total
by divinest » Sat Feb 17, 2018 11:21 am
- 5 Replies
- 2415 Views
- Last post by divinest
Mon Feb 19, 2018 10:13 am
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- Abbreviation questions
by MartyP » Thu Feb 08, 2018 10:38 am
- 2 Replies
- 1693 Views
- Last post by MartyP
Sat Feb 10, 2018 12:05 am
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- Columns misaligned
by Robert A » Tue Feb 06, 2018 10:36 am
- 7 Replies
- 3029 Views
- Last post by Mark
Wed Feb 07, 2018 6:44 pm
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- Custom Report field
by divinest » Wed Feb 07, 2018 8:05 am
- 4 Replies
- 2136 Views
- Last post by divinest
Wed Feb 07, 2018 9:57 am
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- Investment performance
by rupertpage » Tue Feb 06, 2018 4:03 pm
- 4 Replies
- 2154 Views
- Last post by Mark
Tue Feb 06, 2018 5:13 pm
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- *Some* Hidden Investments Appearing in Report ...
by El Wealtho » Tue Feb 06, 2018 6:25 am
- 1 Replies
- 1344 Views
- Last post by Mark
Tue Feb 06, 2018 10:06 am
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- income schedule report
by lichtgg » Thu Feb 01, 2018 6:54 am
- 1 Replies
- 1329 Views
- Last post by Mark
Thu Feb 01, 2018 8:29 am
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- Scrolling in reports
by Djobydjoba » Sun Jan 28, 2018 11:46 am
- 1 Replies
- 1350 Views
- Last post by Mark
Tue Jan 30, 2018 8:56 am
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- currencies / indices in reports
by Erik » Sun Jan 28, 2018 3:38 pm
- 1 Replies
- 1253 Views
- Last post by Erik
Sun Jan 28, 2018 4:03 pm
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- convert number to date in custom report
by Erik » Sun Jan 28, 2018 7:34 am
- 2 Replies
- 1489 Views
- Last post by Erik
Sun Jan 28, 2018 12:34 pm
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- Sub-Total by Asset Type & Consolidate Duplicate Investments
by dcayne » Fri Jan 26, 2018 2:27 am
- 1 Replies
- 1338 Views
- Last post by Mark
Fri Jan 26, 2018 9:14 am
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- default currency AND foreign currency in custom reports
by Erik » Mon Jan 22, 2018 2:28 pm
- 3 Replies
- 1947 Views
- Last post by Mark
Tue Jan 23, 2018 10:52 am
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- Closed investment appearing on report of Open Lots
by dlevy » Wed Jan 17, 2018 4:47 pm
- 5 Replies
- 2479 Views
- Last post by dlevy
Wed Jan 17, 2018 5:58 pm
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- Report Question
by heidiasst » Tue Jan 16, 2018 8:57 am
- 3 Replies
- 1893 Views
- Last post by Mark
Tue Jan 16, 2018 10:13 am
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- Executive Summary features
by paulk » Mon Oct 16, 2017 5:54 am
- 8 Replies
- 3896 Views
- Last post by paulk
Fri Jan 12, 2018 11:04 am
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- Refresh date ranges each day
by Djobydjoba » Thu Jan 11, 2018 1:11 pm
- 3 Replies
- 1956 Views
- Last post by Mark
Fri Jan 12, 2018 10:28 am
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- TWR log file
by flight » Thu Nov 23, 2017 8:02 pm
- 8 Replies
- 3474 Views
- Last post by flight
Sat Dec 23, 2017 10:52 am
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- Portfolio performance
by 4Profits » Tue Dec 19, 2017 1:05 pm
- 2 Replies
- 1703 Views
- Last post by Mark
Tue Dec 19, 2017 3:37 pm
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- Totals missing in Distribution Summary
by Matt » Tue Dec 12, 2017 2:24 am
- 2 Replies
- 1680 Views
- Last post by Matt
Wed Dec 13, 2017 2:30 am
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- Do Not Display Investments with Zero Share Balance
by cbenenax » Tue Jun 13, 2017 4:00 pm
- 5 Replies
- 3098 Views
- Last post by Mark
Wed Dec 06, 2017 9:26 am
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- add CUSIP column to reports
by Erik » Sun Dec 03, 2017 7:55 am
- 1 Replies
- 1364 Views
- Last post by Mark
Sun Dec 03, 2017 10:40 am
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- asterisk in price value fields (reports)
by Erik » Mon Nov 27, 2017 8:32 am
- 2 Replies
- 1678 Views
- Last post by Erik
Sun Dec 03, 2017 7:57 am
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- Reports on Web Portal
by Cole » Sat Feb 04, 2017 10:37 pm
- 25 Replies
- 11314 Views
- Last post by Mark
Sat Dec 02, 2017 10:45 am
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- Performance Report
by LungDoc » Sat Sep 30, 2017 2:23 am
- 4 Replies
- 2525 Views
- Last post by Robert A
Wed Nov 29, 2017 5:22 pm
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- Performance Attribution for long and short positions
by flight » Sun Oct 22, 2017 11:28 am
- 5 Replies
- 2923 Views
- Last post by Mark
Sun Nov 19, 2017 11:44 am
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- Sharp Ratio
by klvassalotti » Wed Nov 08, 2017 8:28 am
- 1 Replies
- 1509 Views
- Last post by Mark
Wed Nov 08, 2017 10:40 am
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- Yield at NA - Yield Interpolation Range option
by kinwolf » Mon Nov 06, 2017 6:27 am
- 1 Replies
- 1458 Views
- Last post by Mark
Mon Nov 06, 2017 7:44 am
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- Will not print to Adobe PDF printer
by ajryounger » Sat Nov 04, 2017 1:00 pm
- 3 Replies
- 2493 Views
- Last post by Mark
Sun Nov 05, 2017 11:34 am
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- Monthly Performance (Gain)
by divinest » Sun Oct 29, 2017 6:38 am
- 3 Replies
- 2107 Views
- Last post by Mark
Sun Oct 29, 2017 4:26 pm
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- Time Effect for Fee Calculation
by coolspot » Fri Sep 22, 2017 10:17 pm
- 6 Replies
- 3063 Views
- Last post by coolspot
Fri Oct 27, 2017 3:46 am
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- Change base currency for performance report
by alciati » Mon Oct 23, 2017 6:08 pm
- 1 Replies
- 1313 Views
- Last post by Mark
Tue Oct 24, 2017 10:44 am
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