Questions on using, creating, or understanding data in Fund Manager reports.
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- Next Earnings Date
by mslangley » Fri Jan 06, 2017 11:05 am
- 1 Replies
- 1212 Views
- Last post by Mark
Fri Jan 06, 2017 4:30 pm
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- Invoice Billing
by Cole » Tue Jan 03, 2017 11:12 am
- 1 Replies
- 1277 Views
- Last post by Mark
Tue Jan 03, 2017 11:18 am
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- How do you run the advanced statistics?
by flight » Sat Oct 22, 2016 6:51 pm
- 16 Replies
- 6752 Views
- Last post by Mark
Mon Jan 02, 2017 5:36 pm
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- Rebalance with Portfolio level targets?
by Econdoc » Mon Jan 02, 2017 12:06 pm
- 1 Replies
- 1521 Views
- Last post by Mark
Mon Jan 02, 2017 1:47 pm
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- How to Set Period in Report Date Settings
by ThomasK » Tue Nov 29, 2016 11:26 am
- 6 Replies
- 2778 Views
- Last post by ThomasK
Mon Dec 19, 2016 6:32 pm
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- Capital gains report - sale commissions
by mli2001 » Sat Dec 17, 2016 2:02 pm
- 1 Replies
- 1142 Views
- Last post by Mark
Sat Dec 17, 2016 2:09 pm
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- Report Totals
by hedgie » Sun Dec 11, 2016 5:40 am
- 5 Replies
- 2482 Views
- Last post by Mark
Sat Dec 17, 2016 7:32 am
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- basic question on income reporting
by Bruce » Wed Dec 07, 2016 12:41 pm
- 3 Replies
- 1679 Views
- Last post by Mark
Thu Dec 08, 2016 7:55 am
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- Realized & Unrealized Capital Gains Report
by bsdfish » Sun Dec 04, 2016 1:11 am
- 1 Replies
- 1626 Views
- Last post by Mark
Sun Dec 04, 2016 9:55 am
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- customize batch print name
by Chandeleur » Tue Oct 25, 2016 3:01 pm
- 2 Replies
- 1455 Views
- Last post by Chandeleur
Tue Oct 25, 2016 3:05 pm
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- Custom tab of Investment Property
by flight » Sat Oct 22, 2016 6:55 pm
- 3 Replies
- 1651 Views
- Last post by Mark
Sun Oct 23, 2016 3:46 pm
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- What is the best way to investigate performance errors?
by flight » Tue Aug 23, 2016 6:09 pm
- 10 Replies
- 3305 Views
- Last post by Mark
Sat Oct 22, 2016 4:52 pm
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- Ability to Group Memorized Reports
by paulk » Wed Sep 28, 2016 11:43 am
- 3 Replies
- 1678 Views
- Last post by Mark
Wed Sep 28, 2016 3:26 pm
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- Turning Off Calculating Report Data
by ThomasK » Tue Sep 27, 2016 12:33 pm
- 1 Replies
- 1154 Views
- Last post by Mark
Tue Sep 27, 2016 1:06 pm
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- Rebalance by Investment Goal
by B2B_Investing » Tue Sep 20, 2016 3:35 am
- 7 Replies
- 2942 Views
- Last post by B2B_Investing
Thu Sep 22, 2016 2:51 am
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- Reports/Portfolio Value
by reddragon » Mon Sep 12, 2016 11:44 am
- 5 Replies
- 2730 Views
- Last post by Mark
Tue Sep 20, 2016 10:49 am
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- Book Value
by ThomasK » Mon Aug 22, 2016 12:39 pm
- 4 Replies
- 1932 Views
- Last post by ThomasK
Fri Sep 16, 2016 11:02 am
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- Vertical Line Separator on Reports
by ThomasK » Fri Sep 16, 2016 7:13 am
- 1 Replies
- 1120 Views
- Last post by Mark
Fri Sep 16, 2016 8:13 am
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- Sub-Totals For Custom Equation
by AssetHound » Sat Sep 03, 2016 9:58 am
- 1 Replies
- 1142 Views
- Last post by Mark
Sat Sep 03, 2016 10:14 am
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- Puchases out of pocket (current) column field
by cir » Mon Aug 29, 2016 1:35 pm
- 1 Replies
- 1084 Views
- Last post by Mark
Mon Aug 29, 2016 3:53 pm
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- Filters in Investment transaction report
by gbfabiani » Wed Aug 17, 2016 10:49 am
- 2 Replies
- 1333 Views
- Last post by gbfabiani
Mon Aug 22, 2016 9:05 am
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- Forex reports
by alpappy » Fri Aug 19, 2016 3:07 pm
- 8 Replies
- 2863 Views
- Last post by alpappy
Fri Aug 19, 2016 6:22 pm
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- Report sum missing
by finnsol » Sat Aug 13, 2016 3:26 am
- 4 Replies
- 1808 Views
- Last post by Mark
Wed Aug 17, 2016 8:24 am
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- OOP Historical Gain As Percent
by barleypop » Mon Aug 08, 2016 1:15 am
- 3 Replies
- 9813 Views
- Last post by Customer Support
Wed Aug 10, 2016 7:34 am
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- Pie Chart Asset Type Labels
by Cole » Sun Jul 31, 2016 8:16 pm
- 1 Replies
- 1104 Views
- Last post by Mark
Mon Aug 01, 2016 7:26 am
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- Custom Report : Highest High Date
by SHAREVJ » Fri Jul 08, 2016 12:50 am
- 2 Replies
- 1385 Views
- Last post by SHAREVJ
Sat Jul 09, 2016 1:20 am
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- Executive Summary
by gcm223 » Fri Jul 08, 2016 7:11 am
- 1 Replies
- 1159 Views
- Last post by Mark
Fri Jul 08, 2016 10:14 am
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- Portfolio performance without distribution?
by larryw » Thu Jul 07, 2016 4:24 pm
- 1 Replies
- 1121 Views
- Last post by Mark
Thu Jul 07, 2016 4:52 pm
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- Advisor version Management Fees vs Account Fees
by ThomasK » Thu Jun 30, 2016 9:59 am
- 1 Replies
- 1147 Views
- Last post by Mark
Thu Jun 30, 2016 10:04 am
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- "Do Not Display investments with zero share balance" problem
by Djobydjoba » Sun Jun 26, 2016 8:57 am
- 5 Replies
- 2624 Views
- Last post by Mark
Sun Jun 26, 2016 10:03 am
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- Same Bond - Different YTM
by sbfree » Sat Jun 11, 2016 7:11 am
- 3 Replies
- 1731 Views
- Last post by Mark
Sat Jun 11, 2016 6:10 pm
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- REBASE CURRENCY
by alpappy » Fri May 27, 2016 5:13 pm
- 6 Replies
- 2461 Views
- Last post by alpappy
Mon May 30, 2016 9:06 pm
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- Data entering new account has established positions two year
by reddragon » Fri May 20, 2016 6:11 am
- 1 Replies
- 1185 Views
- Last post by Mark
Fri May 20, 2016 9:07 am
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- Baxter spin off of Baxalta
by reddragon » Mon Dec 14, 2015 9:03 am
- 4 Replies
- 2477 Views
- Last post by reddragon
Wed May 04, 2016 1:20 pm
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- Stock Split performance report is showing a loss
by reddragon » Wed May 04, 2016 7:15 am
- 3 Replies
- 1847 Views
- Last post by Mark
Wed May 04, 2016 10:08 am
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- Portfolio Performance Report Question
by hipped1 » Tue Apr 26, 2016 9:27 am
- 4 Replies
- 2452 Views
- Last post by hipped1
Thu Apr 28, 2016 7:17 am
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- Tracking Performance Against Benchmarks
by dbender54 » Thu Apr 21, 2016 10:44 am
- 2 Replies
- 1544 Views
- Last post by dbender54
Thu Apr 21, 2016 11:05 am
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- Tax Basis
by Ivan » Tue Apr 19, 2016 10:51 am
- 1 Replies
- 1168 Views
- Last post by Mark
Tue Apr 19, 2016 12:06 pm
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- Backup of memorized Custom Report settings
by jelode » Tue Mar 29, 2016 11:39 am
- 3 Replies
- 1792 Views
- Last post by Mark
Wed Mar 30, 2016 11:33 am
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- Alerts on transactions report
by rupertpage » Wed Mar 30, 2016 10:01 am
- 1 Replies
- 1193 Views
- Last post by Mark
Wed Mar 30, 2016 10:10 am
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- Portfolio Performance Summary Totals
by hipped1 » Thu Mar 24, 2016 12:56 pm
- 1 Replies
- 1293 Views
- Last post by Mark
Thu Mar 24, 2016 1:28 pm
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- Income Reporting
by AssetHound » Sun Mar 20, 2016 9:55 pm
- 2 Replies
- 1464 Views
- Last post by AssetHound
Mon Mar 21, 2016 12:57 pm
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- report to show gain on redemption
by alpappy » Thu Mar 17, 2016 9:19 pm
- 2 Replies
- 1493 Views
- Last post by alpappy
Fri Mar 18, 2016 12:17 pm
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- Bank Deposit Sweep question
by larryw » Tue Mar 15, 2016 9:33 pm
- 2 Replies
- 1519 Views
- Last post by larryw
Wed Mar 16, 2016 5:41 pm
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- Currency Conversion
by boblee0918 » Sun Mar 13, 2016 9:08 am
- 4 Replies
- 2058 Views
- Last post by Mark
Tue Mar 15, 2016 3:19 pm
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- Allocation/Rebalance
by billroot » Sun Mar 06, 2016 9:51 pm
- 3 Replies
- 1816 Views
- Last post by Mark
Mon Mar 07, 2016 12:49 pm
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- Report Settings dialog
by billroot » Mon Feb 29, 2016 12:05 pm
- 1 Replies
- 1211 Views
- Last post by Mark
Mon Feb 29, 2016 2:44 pm
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- Year to date report questions
by larryw » Sat Feb 27, 2016 9:05 am
- 1 Replies
- 1248 Views
- Last post by Mark
Sat Feb 27, 2016 9:11 am
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- migrating memorized reports
by dlevy » Thu Feb 25, 2016 10:52 am
- 1 Replies
- 1156 Views
- Last post by Mark
Thu Feb 25, 2016 10:54 am
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- Financial Year based Reports
by SHAREVJ » Wed Feb 17, 2016 7:47 am
- 3 Replies
- 1684 Views
- Last post by Mark
Sat Feb 20, 2016 8:53 am
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