Questions on using, creating, or understanding data in Fund Manager reports.
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- Monthly Performance Report
by Bsrr » Sat Dec 07, 2024 11:49 am
- 1 Replies
- 4 Views
- Last post by Mark
Sat Dec 07, 2024 5:43 pm
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- Rebalance Report Exclude Sector Issue
by ballardian » Sun Nov 24, 2024 11:04 am
- 1 Replies
- 146 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
- 214 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
- 421 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
- 152 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
- 282 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
- 149 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
- 6400 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
- 809 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
- 752 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
- 719 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
- 4641 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
- 1034 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
- 1441 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
- 10083 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
- 3226 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
- 2984 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
- 2273 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
- 2177 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
- 2053 Views
- Last post by rminoak
Mon Apr 22, 2024 7:51 pm
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- Yield On Average Cost
by AssetHound » Sun Apr 07, 2024 4:15 pm
- 1 Replies
- 1992 Views
- Last post by Mark
Mon Apr 08, 2024 10:03 am
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- Retained distributions
by MartyP » Sat Mar 16, 2024 9:30 am
- 5 Replies
- 3492 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
- 2746 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
- 2215 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
- 2008 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
- 2695 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
- 2126 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
- 2448 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
- 1942 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
- 1972 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
- 2921 Views
- Last post by Mark
Mon Jan 22, 2024 5:07 pm
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- Reconcile problem
by Woluwe » Thu Dec 07, 2023 10:15 am
- 1 Replies
- 4320 Views
- Last post by Mark
Thu Dec 07, 2023 10:23 am
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- list stock but not calculate it in PP report
by suebrooks39887 » Tue Nov 28, 2023 9:52 am
- 3 Replies
- 2866 Views
- Last post by Djobydjoba
Wed Nov 29, 2023 12:38 am
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- Filter multiple symbols
by wsslsi » Tue Jul 21, 2020 6:37 am
- 5 Replies
- 4153 Views
- Last post by DukeWeston
Sun Nov 26, 2023 3:21 pm
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- Min and Max values on filtering
by Vandring » Tue Nov 21, 2023 7:40 am
- 1 Replies
- 2187 Views
- Last post by Mark
Tue Nov 21, 2023 9:56 am
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- Daily Gains & Losses
by Traveller » Fri Nov 17, 2023 7:27 am
- 1 Replies
- 2101 Views
- Last post by Mark
Fri Nov 17, 2023 8:23 am
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- Filtering - OR & AND conditions
by jstolzen » Thu Nov 02, 2023 7:27 am
- 1 Replies
- 2259 Views
- Last post by Mark
Thu Nov 02, 2023 4:14 pm
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- Custom column names
by Vandring » Mon Oct 23, 2023 4:53 am
- 1 Replies
- 2367 Views
- Last post by Mark
Mon Oct 23, 2023 7:07 am
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- Names and symbols
by davepapaz » Thu Oct 19, 2023 5:36 pm
- 2 Replies
- 2421 Views
- Last post by davepapaz
Sat Oct 21, 2023 4:32 pm
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- Accrued Interest from Sale of T Bills?
by heidiasst » Wed Jul 12, 2023 7:50 am
- 10 Replies
- 6215 Views
- Last post by Mark
Wed Oct 11, 2023 1:31 pm
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- Report Totals don't add up
by philstunell » Thu Oct 05, 2023 8:10 am
- 1 Replies
- 2128 Views
- Last post by Mark
Thu Oct 05, 2023 10:28 am
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- Exec Summary/Portfolio Perf Summary
by jblankenship » Tue Oct 03, 2023 10:45 am
- 5 Replies
- 3031 Views
- Last post by Mark
Wed Oct 04, 2023 10:44 am
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- Batching reports
by paullayzell » Sun Sep 17, 2023 6:20 am
- 3 Replies
- 2604 Views
- Last post by Mark
Mon Sep 18, 2023 8:43 am
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- Report oddity: hidden investment with trailing dividend
by dlevy » Thu Sep 07, 2023 8:17 am
- 2 Replies
- 2331 Views
- Last post by dlevy
Thu Sep 07, 2023 8:59 am
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- Portfollio Performance Report with Transferred Stock
by Vandring » Wed Aug 30, 2023 12:24 am
- 1 Replies
- 6184 Views
- Last post by Mark
Wed Aug 30, 2023 7:39 am
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- Report modificatios
by 4Profits » Sat Jul 29, 2023 6:14 am
- 3 Replies
- 2906 Views
- Last post by Mark
Sun Jul 30, 2023 4:19 pm
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- Price-Return Index
by pstead » Sun Jul 09, 2023 5:33 am
- 2 Replies
- 2546 Views
- Last post by Mark
Mon Jul 10, 2023 3:44 pm
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- Report to Support Estate Planning
by B2B_Investing » Sun Feb 19, 2023 7:14 am
- 2 Replies
- 3245 Views
- Last post by B2B_Investing
Wed May 31, 2023 5:48 pm
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- Benchmark returns (beta, std dev)
by SunilB » Thu May 25, 2023 11:25 am
- 1 Replies
- 2410 Views
- Last post by Mark
Thu May 25, 2023 11:45 am
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- reports showing na
by alan green » Thu May 18, 2023 5:58 am
- 3 Replies
- 2960 Views
- Last post by Mark
Thu May 18, 2023 1:51 pm
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