Questions on using, creating, or understanding data in Fund Manager reports.
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- Custom Report Fields Documentation
by divinest » Thu Oct 12, 2017 9:15 am
- 2 Replies
- 1532 Views
- Last post by divinest
Thu Oct 12, 2017 10:48 am
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- Calculating 52 Week Average Yield for dividend reinvestment.
by divinest » Mon Oct 09, 2017 8:12 am
- 17 Replies
- 6332 Views
- Last post by divinest
Tue Oct 10, 2017 5:13 pm
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- Custom Field Target Allocation
by divinest » Tue Sep 26, 2017 5:21 pm
- 1 Replies
- 1267 Views
- Last post by Mark
Tue Sep 26, 2017 5:34 pm
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- Days Owned in Years
by divinest » Tue Sep 26, 2017 4:36 am
- 1 Replies
- 1262 Views
- Last post by Mark
Tue Sep 26, 2017 10:14 am
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- Custom Report Auto size header formatting
by divinest » Sat Sep 23, 2017 6:30 pm
- 1 Replies
- 1278 Views
- Last post by Mark
Mon Sep 25, 2017 11:33 am
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- Client List , Deleting a Client
by ricbertsch » Mon Sep 25, 2017 8:22 am
- 2 Replies
- 1467 Views
- Last post by Mark
Mon Sep 25, 2017 10:16 am
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- Report Orientation: Landscape, Portrait or Both
by ricbertsch » Thu Sep 21, 2017 11:34 am
- 2 Replies
- 1499 Views
- Last post by aviator
Fri Sep 22, 2017 2:47 am
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- Dates not displayed properly in Capital Gains Report
by divinest » Tue Sep 12, 2017 4:22 pm
- 12 Replies
- 4307 Views
- Last post by Mark
Tue Sep 19, 2017 6:55 pm
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- Open Lots Report subtotals by Symbols
by divinest » Sat Sep 16, 2017 2:23 pm
- 1 Replies
- 1238 Views
- Last post by Mark
Sat Sep 16, 2017 2:30 pm
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- Custom Report Symbol by Month or Time Period
by divinest » Wed Sep 13, 2017 4:59 pm
- 2 Replies
- 1500 Views
- Last post by divinest
Thu Sep 14, 2017 5:32 am
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- Performance vs Value
by Robert A » Mon Sep 11, 2017 12:00 pm
- 4 Replies
- 2004 Views
- Last post by Robert A
Mon Sep 11, 2017 2:24 pm
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- Use of the Model Portfolio in Portfolio Properties
by ricbertsch » Wed Sep 06, 2017 9:33 am
- 3 Replies
- 1652 Views
- Last post by Mark
Wed Sep 06, 2017 10:23 am
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- Excluding An Asset from Portfolio When Due Returns
by ricbertsch » Fri Aug 25, 2017 8:30 am
- 1 Replies
- 1164 Views
- Last post by Mark
Fri Aug 25, 2017 8:34 am
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- Distribution with account fee question
by larryw » Fri Jul 28, 2017 7:56 pm
- 13 Replies
- 4336 Views
- Last post by Mark
Tue Aug 08, 2017 9:31 am
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- Sum Symbols/Investments across portfolios
by markr » Mon Aug 07, 2017 8:26 pm
- 1 Replies
- 1219 Views
- Last post by Mark
Mon Aug 07, 2017 9:00 pm
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- Portfolio Performance Column Totals
by AssetHound » Fri Jul 28, 2017 10:39 am
- 1 Replies
- 1233 Views
- Last post by Mark
Sat Jul 29, 2017 9:38 am
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- Faulty sum for total portfolio value
by Mary Kennedy » Wed Jul 19, 2017 12:01 pm
- 3 Replies
- 1593 Views
- Last post by Mark
Sat Jul 22, 2017 4:56 pm
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- Smoothing Over Account Transfer
by SteveP » Tue Jul 18, 2017 3:02 pm
- 10 Replies
- 4311 Views
- Last post by Mark
Wed Jul 19, 2017 3:43 pm
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- moving files
by Mary Kennedy » Wed Jul 12, 2017 7:56 am
- 1 Replies
- 1253 Views
- Last post by Mark
Wed Jul 12, 2017 8:55 am
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- Performance gross and net of management fees
by cir » Sat Jul 09, 2016 7:56 am
- 7 Replies
- 2722 Views
- Last post by Mark
Fri Jul 07, 2017 7:56 am
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- Default Cash Account Balance
by adrianrees » Fri Jun 30, 2017 6:10 pm
- 1 Replies
- 1208 Views
- Last post by Mark
Fri Jun 30, 2017 6:40 pm
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- Management Fee Report Display
by ricbertsch » Tue Jun 27, 2017 10:43 am
- 2 Replies
- 1441 Views
- Last post by ricbertsch
Tue Jun 27, 2017 11:25 am
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- Reports with Starting and Ending Dates
by ricbertsch » Mon May 08, 2017 1:11 pm
- 4 Replies
- 1958 Views
- Last post by Mark
Mon May 08, 2017 1:53 pm
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- Asset Allocation Report Amount Invested
by ricbertsch » Fri May 05, 2017 12:45 pm
- 1 Replies
- 1120 Views
- Last post by Mark
Fri May 05, 2017 1:10 pm
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- Executive Summary, Withdrawals and Fees
by ricbertsch » Fri May 05, 2017 12:13 pm
- 1 Replies
- 1124 Views
- Last post by Mark
Fri May 05, 2017 12:47 pm
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- Report Cover Sheet
by ricbertsch » Wed Apr 12, 2017 1:45 pm
- 6 Replies
- 2886 Views
- Last post by Mark
Thu May 04, 2017 8:43 am
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- Portfolio Value
by 4Profits » Mon May 01, 2017 7:00 am
- 4 Replies
- 1899 Views
- Last post by 4Profits
Mon May 01, 2017 2:44 pm
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- Custom Report Problem
by elliots » Wed Apr 19, 2017 9:12 am
- 1 Replies
- 1195 Views
- Last post by Mark
Wed Apr 19, 2017 9:45 am
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- Executive Summary
by ricbertsch » Fri Apr 14, 2017 12:31 pm
- 1 Replies
- 1217 Views
- Last post by Mark
Fri Apr 14, 2017 2:50 pm
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- Text with Different Font Size
by ricbertsch » Thu Apr 13, 2017 7:39 am
- 1 Replies
- 1161 Views
- Last post by Mark
Thu Apr 13, 2017 7:41 am
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- Port. Value report not including investment
by jfscullion » Tue Apr 11, 2017 3:58 pm
- 4 Replies
- 2040 Views
- Last post by jfscullion
Wed Apr 12, 2017 8:02 am
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- Duplicate Allocations
by ricbertsch » Mon Apr 10, 2017 8:58 am
- 3 Replies
- 1680 Views
- Last post by Mark
Mon Apr 10, 2017 10:29 am
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- ROI Yield Report Shows NAs
by klvassalotti » Sat Apr 08, 2017 12:25 pm
- 2 Replies
- 1450 Views
- Last post by klvassalotti
Sun Apr 09, 2017 8:14 am
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- Management fee invoice report
by paulk » Mon Apr 03, 2017 10:15 am
- 4 Replies
- 1886 Views
- Last post by paulk
Mon Apr 03, 2017 2:37 pm
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- ^* in report
by larryw » Thu Mar 23, 2017 9:46 am
- 2 Replies
- 1445 Views
- Last post by larryw
Thu Mar 23, 2017 9:55 am
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- Historical Price Report?
by ricbertsch » Wed Mar 22, 2017 10:23 am
- 1 Replies
- 1182 Views
- Last post by Mark
Wed Mar 22, 2017 11:13 am
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- Cost basis report
by larryw » Wed Mar 15, 2017 7:40 pm
- 1 Replies
- 1265 Views
- Last post by Mark
Thu Mar 16, 2017 7:52 am
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- NA in Sharpe Ratio report
by Alex246 » Mon Mar 13, 2017 10:14 am
- 1 Replies
- 1274 Views
- Last post by Mark
Mon Mar 13, 2017 2:39 pm
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- incorrect GAIN in performance report
by chancee » Sat Feb 25, 2017 8:02 pm
- 6 Replies
- 2695 Views
- Last post by Mark
Mon Feb 27, 2017 8:26 pm
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- Portfolio Value - add fields or make custom report?
by binto100 » Sun Feb 26, 2017 11:49 am
- 1 Replies
- 1507 Views
- Last post by Mark
Sun Feb 26, 2017 1:25 pm
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- Invisible holdings
by Mary Kennedy » Fri Feb 24, 2017 9:06 am
- 1 Replies
- 1467 Views
- Last post by Mark
Fri Feb 24, 2017 9:22 am
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- Exporting a Report to Excel
by paulk » Fri Feb 24, 2017 7:14 am
- 2 Replies
- 1465 Views
- Last post by paulk
Fri Feb 24, 2017 8:19 am
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- Possible round-off issue in Open Lots report?
by DKonigsbach » Sun Feb 19, 2017 5:26 pm
- 5 Replies
- 2267 Views
- Last post by DKonigsbach
Thu Feb 23, 2017 11:12 pm
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- FM Advisor "Best Practices"
by paulk » Tue Feb 21, 2017 7:27 pm
- 0 Replies
- 1573 Views
- Last post by paulk
Tue Feb 21, 2017 7:27 pm
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- Symbol missing in Cap Gains report
by Econdoc » Tue Feb 14, 2017 4:44 am
- 1 Replies
- 1170 Views
- Last post by Mark
Tue Feb 14, 2017 9:56 am
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- Performance Report Error?
by elliots » Tue Jan 24, 2017 12:00 pm
- 2 Replies
- 1523 Views
- Last post by elliots
Tue Jan 24, 2017 2:20 pm
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- N/A in reports
by mli2001 » Mon Jan 23, 2017 3:45 pm
- 2 Replies
- 1470 Views
- Last post by mli2001
Tue Jan 24, 2017 7:00 am
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- Mcgraw Hill 04/28 name change and cusip
by reddragon » Wed Jan 18, 2017 12:03 pm
- 3 Replies
- 1621 Views
- Last post by reddragon
Thu Jan 19, 2017 9:50 am
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- Reverse Split
by reddragon » Tue Jan 17, 2017 11:10 am
- 1 Replies
- 1144 Views
- Last post by Mark
Tue Jan 17, 2017 11:48 am
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- Next Earnings Date
by mslangley » Fri Jan 06, 2017 11:05 am
- 1 Replies
- 1206 Views
- Last post by Mark
Fri Jan 06, 2017 4:30 pm
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