Questions on using, creating, or understanding data in Fund Manager reports.
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- Parent Account Number repeating for Linked Portfolios
by Allan » Tue Mar 23, 2021 6:08 am
- 1 Replies
- 1234 Views
- Last post by Mark
Tue Mar 23, 2021 9:39 am
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- Monthly vrs Quarterly Performance Report
by cir » Thu May 04, 2017 5:42 am
- 3 Replies
- 2252 Views
- Last post by Mark
Mon Mar 22, 2021 3:42 pm
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- Custom Report - comparing date fields in an IF Function
by Allan » Fri Mar 19, 2021 5:58 am
- 4 Replies
- 1755 Views
- Last post by Allan
Fri Mar 19, 2021 5:11 pm
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- Portfolio Change Report
by ballardian » Fri Mar 05, 2021 8:51 am
- 6 Replies
- 2282 Views
- Last post by Mark
Sat Mar 13, 2021 10:52 am
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- TWR, Transactions, and Graph
by ballardian » Wed Mar 10, 2021 8:44 am
- 8 Replies
- 2651 Views
- Last post by ballardian
Thu Mar 11, 2021 2:05 pm
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- Portfolio Editor Templates
by John Lea » Fri Mar 05, 2021 2:34 pm
- 14 Replies
- 3759 Views
- Last post by Mark
Tue Mar 09, 2021 7:11 am
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- Column widths
by 4MoreProfits » Thu Mar 04, 2021 7:37 am
- 1 Replies
- 1204 Views
- Last post by Mark
Thu Mar 04, 2021 9:17 am
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- Report of Closed Stocks
by Ilikemybu » Thu Feb 25, 2021 9:14 am
- 3 Replies
- 1619 Views
- Last post by Mark
Sun Feb 28, 2021 10:48 am
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- Income Schedule
by dlevy » Thu Feb 25, 2021 11:36 am
- 1 Replies
- 1219 Views
- Last post by Mark
Fri Feb 26, 2021 10:07 am
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- Monthly Performance report basic question
by gbfabiani » Tue Feb 16, 2021 8:17 am
- 1 Replies
- 1227 Views
- Last post by Mark
Tue Feb 16, 2021 10:49 am
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- OpenLots/SpecLots report: Most values N.A. ???
by rlaggren » Sun Feb 14, 2021 4:29 pm
- 3 Replies
- 1516 Views
- Last post by Mark
Tue Feb 16, 2021 10:38 am
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- Totaling a custom defined number field
by koudser » Fri Feb 12, 2021 1:32 pm
- 1 Replies
- 1191 Views
- Last post by Mark
Fri Feb 12, 2021 6:08 pm
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- Solution to Track Newletter Reco Performance
by Ilikemybu » Sun Feb 07, 2021 1:13 pm
- 3 Replies
- 1671 Views
- Last post by Mark
Mon Feb 08, 2021 3:10 pm
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- 3m Yield
by alan green » Thu Feb 04, 2021 10:11 am
- 7 Replies
- 2324 Views
- Last post by Mark
Fri Feb 05, 2021 5:11 pm
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- Sub Portfolios
by csharin » Thu Feb 04, 2021 1:39 pm
- 1 Replies
- 1257 Views
- Last post by Mark
Thu Feb 04, 2021 1:41 pm
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- Time-weighted Return Report shows ROI data
by Tom Kehrwald » Sat Jan 30, 2021 11:39 am
- 3 Replies
- 1554 Views
- Last post by Mark
Mon Feb 01, 2021 2:41 pm
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- Issue after updating the latest quote module
by prasannainv » Thu Jan 28, 2021 7:19 am
- 7 Replies
- 2219 Views
- Last post by Mark
Thu Jan 28, 2021 12:51 pm
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- Sorted Fields
by 4MoreProfits » Sun Jan 10, 2021 9:31 am
- 9 Replies
- 2696 Views
- Last post by Mark
Sun Jan 24, 2021 8:49 am
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- Report Filters
by gmow » Wed Jan 13, 2021 11:56 am
- 1 Replies
- 1405 Views
- Last post by Mark
Wed Jan 13, 2021 12:04 pm
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- Change of value
by french fries » Sat Jan 09, 2021 1:23 pm
- 1 Replies
- 1172 Views
- Last post by Mark
Sun Jan 10, 2021 8:52 am
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- S&P performance on the Executive summary
by prasannainv » Sun Jan 10, 2021 4:26 am
- 1 Replies
- 1150 Views
- Last post by Mark
Sun Jan 10, 2021 8:48 am
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- Sorted performance Report
by 4MoreProfits » Wed Dec 30, 2020 6:39 am
- 1 Replies
- 1209 Views
- Last post by Mark
Wed Dec 30, 2020 9:18 am
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- Adding portfolio name and end date to custom report column
by NickyB » Thu Feb 05, 2015 1:35 pm
- 3 Replies
- 2247 Views
- Last post by Mark
Sun Dec 13, 2020 11:00 am
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- Investment Performance.
by rudolfr » Thu Dec 10, 2020 7:31 pm
- 1 Replies
- 1248 Views
- Last post by Mark
Fri Dec 11, 2020 9:40 am
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- History of current investments
by cbenenax » Tue Nov 24, 2020 3:04 pm
- 1 Replies
- 1406 Views
- Last post by Mark
Tue Nov 24, 2020 3:21 pm
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- Date Settings in Custom report are not correctly saved
by wiener30 » Wed Nov 18, 2020 12:38 pm
- 2 Replies
- 1456 Views
- Last post by wiener30
Wed Nov 18, 2020 1:37 pm
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- Asset (and Sector) Allocation Report Filtering Capability?
by B2B_Investing » Sat Nov 14, 2020 5:13 am
- 1 Replies
- 1235 Views
- Last post by Mark
Sat Nov 14, 2020 9:42 am
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- 2 Sided Report?
by heidiasst » Tue Nov 10, 2020 10:02 am
- 3 Replies
- 1543 Views
- Last post by Mark
Tue Nov 10, 2020 10:12 am
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- ROI Calucations shown for sub-portfolio, but not individual
by surendar jeyadev » Fri Nov 06, 2020 7:34 pm
- 1 Replies
- 1192 Views
- Last post by Mark
Sat Nov 07, 2020 11:46 am
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- Transaction TIME?
by drwehby » Tue Nov 03, 2020 6:28 am
- 5 Replies
- 1536 Views
- Last post by drwehby
Tue Nov 03, 2020 10:36 am
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- Add column to existing reports
by nebfinfm » Fri Oct 23, 2020 2:12 am
- 1 Replies
- 973 Views
- Last post by Mark
Fri Oct 23, 2020 9:09 am
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- Money Market Showing negative return
by reddragon » Wed Jun 08, 2016 11:50 am
- 17 Replies
- 7472 Views
- Last post by Mark
Wed Oct 14, 2020 8:42 am
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- Montly portfolio performance in dollars
by roadjackson » Mon Oct 12, 2020 2:16 pm
- 1 Replies
- 925 Views
- Last post by Mark
Mon Oct 12, 2020 3:37 pm
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- Fee Report by Fund and Account
by WeekendRider » Wed Oct 07, 2020 6:49 am
- 12 Replies
- 2967 Views
- Last post by Mark
Fri Oct 09, 2020 2:33 pm
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- portfolio performance reports
by lichtgg » Tue Sep 29, 2020 2:43 pm
- 1 Replies
- 932 Views
- Last post by Mark
Tue Sep 29, 2020 2:56 pm
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- Saving Formatting For Custom Reports & Graphs
by portaferry » Sun Sep 27, 2020 3:21 pm
- 2 Replies
- 1095 Views
- Last post by portaferry
Mon Sep 28, 2020 6:51 pm
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- Net Gain doesn't match
by mcrews » Mon Sep 28, 2020 12:42 pm
- 3 Replies
- 1193 Views
- Last post by mcrews
Mon Sep 28, 2020 1:04 pm
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- Portfolio Performance
by cricketbunty » Sun Aug 23, 2020 3:38 pm
- 1 Replies
- 1310 Views
- Last post by Mark
Mon Aug 24, 2020 8:16 am
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- Custom reports across portfolios
by wsslsi » Tue Jul 21, 2020 6:34 am
- 2 Replies
- 1907 Views
- Last post by wsslsi
Fri Jul 24, 2020 6:05 am
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- Executive Summary
by Arrow » Sat Jul 11, 2020 3:30 am
- 3 Replies
- 1904 Views
- Last post by Mark
Sat Jul 11, 2020 9:50 am
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- Capital Gain Report - Specific Lots
by jackchan » Wed Jul 08, 2020 12:51 am
- 1 Replies
- 1149 Views
- Last post by Mark
Wed Jul 08, 2020 1:17 pm
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- Hide Zero Share Balance broken?
by MichelV » Wed Feb 19, 2020 3:22 pm
- 7 Replies
- 3002 Views
- Last post by danmcco
Wed Jul 08, 2020 11:21 am
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- Customized Reports for Batch Printing Disappearing
by ricbertsch » Tue Jun 30, 2020 1:57 pm
- 1 Replies
- 1155 Views
- Last post by Mark
Tue Jun 30, 2020 2:47 pm
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- composite report
by alpappy » Sat Jun 20, 2020 4:04 pm
- 3 Replies
- 1805 Views
- Last post by Mark
Sat Jun 20, 2020 4:18 pm
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- new user, need help to iron our wrinkles
by gponym » Tue May 19, 2020 7:13 am
- 9 Replies
- 3802 Views
- Last post by gponym
Fri Jun 05, 2020 7:32 am
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- Setting "Today" For Custom Reports
by B2B_Investing » Mon Jun 01, 2020 8:46 am
- 1 Replies
- 1168 Views
- Last post by Mark
Mon Jun 01, 2020 8:51 am
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- Portfolio Value - wrong price and total
by dnaumov » Sun May 10, 2020 2:43 pm
- 1 Replies
- 1498 Views
- Last post by Mark
Sun May 10, 2020 3:57 pm
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- Portfolio Value - Sorting
by keviguy » Tue May 05, 2020 9:51 am
- 1 Replies
- 1270 Views
- Last post by Mark
Tue May 05, 2020 10:25 am
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- Grouping Investments
by invk » Mon Apr 20, 2020 4:14 am
- 2 Replies
- 1851 Views
- Last post by invk
Tue Apr 21, 2020 4:53 am
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- daily filtered report
by alpappy » Wed Apr 15, 2020 5:47 pm
- 3 Replies
- 1749 Views
- Last post by Mark
Thu Apr 16, 2020 4:02 pm
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