Questions on using, creating, or understanding data in Fund Manager reports.
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- portfolio performance incorrect results
by schwarcz » Mon Nov 30, 2009 9:31 am
- 6 Replies
- 4277 Views
- Last post by schwarcz
Mon Nov 30, 2009 11:24 am
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- Capital Gains - Investment Total by Term
by jw » Sat Nov 28, 2009 3:47 pm
- 4 Replies
- 3889 Views
- Last post by jw
Sun Nov 29, 2009 9:48 am
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- Management Fee Report problem
by haascap » Tue Nov 24, 2009 9:45 am
- 1 Replies
- 1976 Views
- Last post by Mark
Tue Nov 24, 2009 2:11 pm
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- REPORTS-CUSTOM
by robert1 » Sun Nov 15, 2009 5:44 pm
- 5 Replies
- 3665 Views
- Last post by Mark
Wed Nov 18, 2009 9:45 am
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- Redemptions + Commission
by OnYourOwn » Fri Nov 13, 2009 10:48 pm
- 4 Replies
- 3400 Views
- Last post by OnYourOwn
Mon Nov 16, 2009 8:05 pm
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- Reports - Wish list
by casurina » Wed Nov 11, 2009 2:41 am
- 1 Replies
- 2025 Views
- Last post by Mark
Wed Nov 11, 2009 8:24 am
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- Printer skin
by richard » Tue Nov 03, 2009 12:29 pm
- 2 Replies
- 2531 Views
- Last post by richard
Tue Nov 03, 2009 1:33 pm
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- Moving memorized reports
by richard » Tue Nov 03, 2009 12:32 pm
- 1 Replies
- 2039 Views
- Last post by Mark
Tue Nov 03, 2009 12:50 pm
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- Downloaded BUY data not showing up as Invested amount
by red_puppy » Sun Oct 11, 2009 1:59 pm
- 5 Replies
- 3869 Views
- Last post by Mark
Mon Oct 12, 2009 8:27 am
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- Portfolio Summary
by Jeff47 » Wed Sep 30, 2009 6:45 pm
- 4 Replies
- 3539 Views
- Last post by Jeff47
Wed Sep 30, 2009 8:56 pm
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- IRR Report
by heinlein2302 » Sat Sep 19, 2009 12:17 am
- 7 Replies
- 5332 Views
- Last post by Mark
Sun Sep 20, 2009 1:03 pm
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- Customizing reports
by designer » Sun Aug 16, 2009 10:55 am
- 4 Replies
- 3331 Views
- Last post by Mark
Thu Sep 17, 2009 9:03 am
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- Investment Transactions Report - Copy Text
by paulstonge » Sun Aug 16, 2009 6:55 am
- 3 Replies
- 2764 Views
- Last post by Mark
Sun Aug 16, 2009 8:40 am
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- Batch printing list
by Mike » Tue Aug 11, 2009 7:55 am
- 4 Replies
- 3314 Views
- Last post by Mike
Tue Aug 11, 2009 8:15 pm
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- Comparing my Portfolio to Market Indexes
by mikelemke » Sat Aug 08, 2009 11:21 am
- 1 Replies
- 2159 Views
- Last post by Mark
Sat Aug 08, 2009 12:54 pm
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- Portfolio Value
by alan green » Mon Jul 20, 2009 10:47 am
- 1 Replies
- 2299 Views
- Last post by Mark
Mon Jul 20, 2009 1:29 pm
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- Daily change
by Paul King » Thu Jul 16, 2009 8:44 pm
- 4 Replies
- 3484 Views
- Last post by Paul King
Sat Jul 18, 2009 5:59 pm
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- Printing "Specify Lots"
by gcgucken » Sun Jul 05, 2009 5:06 pm
- 3 Replies
- 2969 Views
- Last post by Mark
Mon Jul 06, 2009 4:35 pm
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- No Data in Capitla Gain Report
by gcgucken » Thu Jul 02, 2009 7:04 am
- 4 Replies
- 3268 Views
- Last post by gcgucken
Thu Jul 02, 2009 11:30 am
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- Left/Right Justified Text
by paulstonge » Sun Jun 28, 2009 12:21 pm
- 1 Replies
- 2021 Views
- Last post by Mark
Sun Jun 28, 2009 10:18 pm
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- OOP Invested (btw)
by paulstonge » Fri Jun 19, 2009 1:24 pm
- 4 Replies
- 3322 Views
- Last post by paulstonge
Mon Jun 22, 2009 11:04 am
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- Gain (btw)
by OnYourOwn » Mon Jun 01, 2009 2:45 am
- 6 Replies
- 4594 Views
- Last post by OnYourOwn
Wed Jun 17, 2009 4:43 pm
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- Custom Capital Gains Report
by paulstonge » Thu Jun 11, 2009 5:39 am
- 1 Replies
- 2204 Views
- Last post by Mark
Thu Jun 11, 2009 8:08 am
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- Report doesn't add up
by Robert A » Sat Feb 14, 2009 2:14 pm
- 3 Replies
- 3605 Views
- Last post by joe d
Sat Jun 06, 2009 12:30 pm
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- Custom report for Selected Sub-portfolio
by paulstonge » Tue Jun 02, 2009 2:13 pm
- 3 Replies
- 2952 Views
- Last post by Mark
Tue Jun 02, 2009 5:05 pm
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- Custom Settings - realized capital gains
by paulstonge » Fri Sep 05, 2008 8:16 am
- 7 Replies
- 5738 Views
- Last post by Mark
Tue Jun 02, 2009 9:46 am
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- Hide Sub-Portfolio & investments w/0 balances
by OnYourOwn » Tue May 26, 2009 2:01 pm
- 5 Replies
- 4152 Views
- Last post by Mark
Mon Jun 01, 2009 9:21 am
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- Over a year old buy/sell transactions for sold securities
by amir » Thu May 21, 2009 9:56 am
- 2 Replies
- 2560 Views
- Last post by amir
Thu May 21, 2009 10:35 am
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- Question on Portfolio Performance Report
by montyny » Tue May 19, 2009 8:32 am
- 1 Replies
- 2258 Views
- Last post by Mark
Tue May 19, 2009 9:16 am
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- portfolio value report
by jackrsm » Tue May 12, 2009 2:35 pm
- 1 Replies
- 2424 Views
- Last post by Mark
Wed May 13, 2009 6:52 pm
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- Date on Report
by Jan » Thu May 07, 2009 1:10 pm
- 1 Replies
- 2266 Views
- Last post by Mark
Thu May 07, 2009 1:42 pm
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- Portfolio Performance Bug?
by tlitkowski » Sat Apr 25, 2009 12:47 pm
- 7 Replies
- 4544 Views
- Last post by tlitkowski
Mon Apr 27, 2009 4:17 pm
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- copying selcted transactions from a larger portfolio
by toteman » Sat Apr 25, 2009 12:10 am
- 7 Replies
- 8756 Views
- Last post by toteman
Sat Apr 25, 2009 9:20 pm
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- ROI Yield Report Footers
by elliots » Wed Apr 15, 2009 10:15 am
- 1 Replies
- 2362 Views
- Last post by Mark
Wed Apr 15, 2009 10:31 am
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- Wash Sale Adjustment
by tj4ice » Sat Apr 11, 2009 6:21 am
- 1 Replies
- 2447 Views
- Last post by Mark
Sun Apr 12, 2009 9:56 am
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- Portfolio Value Report Includes Trans beyond date
by elliots » Wed Apr 08, 2009 9:39 am
- 1 Replies
- 2308 Views
- Last post by Mark
Wed Apr 08, 2009 3:36 pm
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- Customizing Reports
by slboomer » Mon Apr 06, 2009 12:07 pm
- 1 Replies
- 2305 Views
- Last post by Mark
Mon Apr 06, 2009 12:16 pm
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- Report File Location?
by Gally » Fri Mar 27, 2009 12:20 pm
- 1 Replies
- 2353 Views
- Last post by Mark
Fri Mar 27, 2009 5:44 pm
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- Report Filters
by Gally » Wed Mar 25, 2009 1:17 pm
- 1 Replies
- 2387 Views
- Last post by Mark
Thu Mar 26, 2009 3:59 pm
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- Cusomising Investment Transactions Fields
by trading247 » Wed Mar 18, 2009 8:55 am
- 2 Replies
- 2879 Views
- Last post by trading247
Wed Mar 18, 2009 9:43 am
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- Custom reports - alignment - column width
by investor » Thu Dec 04, 2008 4:51 pm
- 3 Replies
- 3509 Views
- Last post by Mark
Mon Mar 16, 2009 8:31 am
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- Income Reporting
by Gally » Sun Mar 08, 2009 11:27 am
- 1 Replies
- 2309 Views
- Last post by Mark
Tue Mar 10, 2009 2:13 pm
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- Sorting on Transaction report
by Gally » Mon Feb 23, 2009 2:29 pm
- 1 Replies
- 2399 Views
- Last post by Mark
Wed Feb 25, 2009 9:17 am
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- Investment Transaction Export
by Gally » Mon Feb 23, 2009 2:24 pm
- 1 Replies
- 2411 Views
- Last post by Mark
Wed Feb 25, 2009 8:41 am
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- Capital Gains - FIFO No print!!
by HCPierce » Wed Feb 11, 2009 10:35 pm
- 4 Replies
- 3709 Views
- Last post by HCPierce
Fri Feb 13, 2009 11:18 am
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- "Management Report"
by elliots » Mon Feb 02, 2009 1:33 pm
- 1 Replies
- 2427 Views
- Last post by Mark
Mon Feb 02, 2009 6:00 pm
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- Rebalance Report Allocation Target Percentages
by mdickson » Fri Dec 19, 2008 12:58 pm
- 3 Replies
- 3585 Views
- Last post by Mark
Thu Jan 29, 2009 8:33 am
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- Capital Gains report - adding columns
by Ricardo » Tue Jan 27, 2009 6:57 pm
- 2 Replies
- 2708 Views
- Last post by Ricardo
Wed Jan 28, 2009 12:09 am
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- 1st Column Label
by elliots » Mon Jan 19, 2009 2:49 pm
- 1 Replies
- 2500 Views
- Last post by Mark
Mon Jan 19, 2009 3:03 pm
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- What is Hot Highlight?
by elliots » Mon Jan 19, 2009 12:07 pm
- 1 Replies
- 2383 Views
- Last post by Mark
Mon Jan 19, 2009 2:08 pm
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