Questions on using, creating, or understanding data in Fund Manager reports.
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- Possible Bug with Memorized Reports.
by aviator » Sun Apr 03, 2011 9:33 am
- 8 Replies
- 4389 Views
- Last post by aviator
Wed Apr 06, 2011 3:41 pm
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- bug problem in portofolio value report
by Normnip » Tue Apr 05, 2011 7:10 pm
- 5 Replies
- 2884 Views
- Last post by Mark
Wed Apr 06, 2011 8:02 am
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- Reports by Symbol
by paul3nt » Sat Apr 02, 2011 12:38 pm
- 3 Replies
- 2324 Views
- Last post by paul3nt
Sun Apr 03, 2011 2:50 pm
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- Report Problem - Totals correct but line item missing
by fmtg01 » Sun Feb 20, 2011 9:44 pm
- 12 Replies
- 6015 Views
- Last post by fmtg01
Wed Mar 30, 2011 7:46 pm
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- Defining Fields beta 11
by Gary T. » Mon Mar 28, 2011 12:35 pm
- 3 Replies
- 2057 Views
- Last post by Mark
Wed Mar 30, 2011 12:02 pm
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- Tax Basis - Specific Lot reporting
by jbaron » Mon Mar 28, 2011 9:01 pm
- 4 Replies
- 2920 Views
- Last post by jbaron
Tue Mar 29, 2011 9:24 am
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- Report total less than sum of shown investments
by Lindobrown » Thu Mar 24, 2011 10:58 am
- 1 Replies
- 1643 Views
- Last post by Mark
Thu Mar 24, 2011 11:03 am
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- Can Calcs be Added to Custom Reports and a Filter Question
by George B » Sun Mar 20, 2011 4:02 pm
- 2 Replies
- 1882 Views
- Last post by George B
Mon Mar 21, 2011 4:28 am
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- ROI Yield Report Glitch?
by elliots » Mon Jan 10, 2011 1:04 pm
- 25 Replies
- 11790 Views
- Last post by Mark
Fri Mar 18, 2011 8:27 am
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- Data register went wild
by raysk » Thu Mar 17, 2011 3:48 pm
- 2 Replies
- 1929 Views
- Last post by Mark
Thu Mar 17, 2011 3:59 pm
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- Current Date/Time in Report Headers.
by aviator » Sun Mar 13, 2011 5:43 am
- 1 Replies
- 1581 Views
- Last post by Mark
Sun Mar 13, 2011 8:56 am
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- Reporting Account Fees (Detail Transcations with TOTAL)
by Good_Vibe » Mon Feb 28, 2011 4:23 pm
- 1 Replies
- 1570 Views
- Last post by Mark
Mon Feb 28, 2011 4:42 pm
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- Filter closed positions from reports
by cbenenax » Wed Feb 23, 2011 12:02 am
- 5 Replies
- 2891 Views
- Last post by StarBright2011
Wed Feb 23, 2011 11:57 am
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- Report of Price Data
by Ivan » Sun Feb 06, 2011 8:47 pm
- 2 Replies
- 1885 Views
- Last post by Mark
Sun Feb 06, 2011 9:52 pm
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- Portfolio Performance Report
by sinouye » Sat Feb 05, 2011 4:12 pm
- 1 Replies
- 1636 Views
- Last post by Mark
Sat Feb 05, 2011 6:09 pm
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- Annual Dividend Schedule
by gmsimon » Mon Jan 31, 2011 12:04 pm
- 2 Replies
- 2049 Views
- Last post by gmsimon
Mon Jan 31, 2011 1:58 pm
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- Periodic Performance Returns
by StarBright2011 » Mon Jan 31, 2011 9:13 am
- 1 Replies
- 1563 Views
- Last post by Mark
Mon Jan 31, 2011 9:25 am
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- Invest Perf Rpt - Yield picks up data outside date range
by twj332 » Tue Jan 25, 2011 4:55 am
- 4 Replies
- 2639 Views
- Last post by twj332
Thu Jan 27, 2011 11:21 am
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- Help with Custom Rpt - Adjust Cost Base ACB
by twj332 » Thu Jan 27, 2011 5:37 am
- 1 Replies
- 2033 Views
- Last post by Mark
Thu Jan 27, 2011 8:16 am
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- Portfolio Report not picking up current price
by jnewton » Wed Jan 19, 2011 11:52 am
- 17 Replies
- 7900 Views
- Last post by Mark
Wed Jan 26, 2011 11:40 am
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- ROI Yield from Inception
by neri » Fri Jan 21, 2011 6:41 am
- 1 Replies
- 1619 Views
- Last post by Mark
Fri Jan 21, 2011 8:12 am
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- Performance attribution
by mfmelb » Thu Jan 20, 2011 11:08 pm
- 1 Replies
- 2155 Views
- Last post by Mark
Fri Jan 21, 2011 7:54 am
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- Exec Summary Reconciliation
by elliots » Thu Jan 20, 2011 1:40 pm
- 4 Replies
- 2446 Views
- Last post by Mark
Thu Jan 20, 2011 8:35 pm
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- column headings
by neri » Tue Jan 18, 2011 8:59 pm
- 1 Replies
- 1603 Views
- Last post by Mark
Wed Jan 19, 2011 8:15 am
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- Capital Gains Report Content Missing
by monotonicus » Sat Jan 15, 2011 2:09 pm
- 5 Replies
- 3287 Views
- Last post by monotonicus
Sun Jan 16, 2011 7:11 pm
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- Bond Pricing
by Jan » Sat Jan 08, 2011 9:23 am
- 8 Replies
- 4439 Views
- Last post by Mark
Thu Jan 13, 2011 4:11 pm
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- Batch Email Reports in Advisor Edition
by Chandeleur » Tue Nov 16, 2010 10:49 am
- 6 Replies
- 3640 Views
- Last post by Mark
Mon Jan 10, 2011 11:48 am
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- Best fields for custom performance report
by Ivan » Sun Jan 02, 2011 6:52 pm
- 5 Replies
- 2942 Views
- Last post by Mark
Wed Jan 05, 2011 7:43 am
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- Excluding 'zero' investments in reports
by trqcsc » Sat Jan 01, 2011 4:39 pm
- 2 Replies
- 2091 Views
- Last post by trqcsc
Sat Jan 01, 2011 10:40 pm
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- Reports by strategy
by drmac » Fri Dec 31, 2010 3:46 pm
- 1 Replies
- 1736 Views
- Last post by Mark
Fri Dec 31, 2010 4:09 pm
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- Alpha & Beta
by posnerk » Sun Dec 26, 2010 8:41 pm
- 1 Replies
- 1725 Views
- Last post by Mark
Mon Dec 27, 2010 8:10 am
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- Opening just last report
by DavidJ » Tue Dec 21, 2010 6:00 pm
- 1 Replies
- 1643 Views
- Last post by Mark
Tue Dec 21, 2010 6:07 pm
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- Tax Year Reports
by Gally » Sun Dec 19, 2010 12:07 pm
- 1 Replies
- 1687 Views
- Last post by Mark
Sun Dec 19, 2010 12:11 pm
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- Where are the memorized reports stored?
by oldguy61 » Tue Dec 14, 2010 9:03 pm
- 1 Replies
- 1698 Views
- Last post by Mark
Tue Dec 14, 2010 9:22 pm
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- Hide individual subportfolio in reports
by Ivan » Mon Dec 13, 2010 4:37 pm
- 1 Replies
- 1680 Views
- Last post by Mark
Mon Dec 13, 2010 4:40 pm
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- Problems with cash balance on investment transactions report
by tjhughes72 » Fri Dec 10, 2010 11:09 am
- 2 Replies
- 2144 Views
- Last post by Mark
Fri Dec 10, 2010 12:55 pm
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- Sorting by Category Definition
by Ivan » Thu Dec 09, 2010 3:03 pm
- 3 Replies
- 2338 Views
- Last post by Mark
Thu Dec 09, 2010 3:34 pm
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- value and cost basis report
by paulk » Wed Dec 08, 2010 6:39 pm
- 16 Replies
- 7666 Views
- Last post by paulk
Thu Dec 09, 2010 12:53 pm
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- Sorting Custom Reports.
by aviator » Tue Dec 07, 2010 4:26 am
- 2 Replies
- 2052 Views
- Last post by aviator
Wed Dec 08, 2010 3:17 am
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- Calculate after-tax TWR & ROI or Yield ?
by paul3nt » Sat Dec 04, 2010 12:02 pm
- 2 Replies
- 2231 Views
- Last post by paul3nt
Mon Dec 06, 2010 2:19 pm
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- Custom Performance Report Fields
by Ivan » Sun Dec 05, 2010 5:19 pm
- 5 Replies
- 3032 Views
- Last post by Mark
Mon Dec 06, 2010 8:28 am
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- Investment transaction report title
by Beagle47 » Fri Dec 03, 2010 5:24 pm
- 6 Replies
- 4044 Views
- Last post by Beagle47
Sun Dec 05, 2010 2:50 pm
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- Custom reports : Problem with Period ranges memorization
by Djobydjoba » Thu Dec 02, 2010 11:37 am
- 2 Replies
- 2244 Views
- Last post by Djobydjoba
Thu Dec 02, 2010 12:51 pm
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- Portfolio Name.
by aviator » Fri Nov 19, 2010 11:16 am
- 2 Replies
- 2155 Views
- Last post by aviator
Sat Nov 20, 2010 6:38 am
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- Capital Gains When Not All Lots Are Specified
by comnwworks » Thu Nov 18, 2010 4:06 am
- 1 Replies
- 1723 Views
- Last post by Mark
Thu Nov 18, 2010 7:54 am
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- 401k transactions and performance report
by DHSmith » Wed Nov 10, 2010 7:16 pm
- 6 Replies
- 3846 Views
- Last post by DHSmith
Thu Nov 11, 2010 9:14 am
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- Portfolio Allocation Pie Chart in Executive Summary
by paulk » Wed Nov 10, 2010 1:43 pm
- 1 Replies
- 1759 Views
- Last post by Mark
Wed Nov 10, 2010 2:04 pm
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- Logo in Advisor edition
by paulk » Thu Nov 04, 2010 4:57 pm
- 1 Replies
- 1609 Views
- Last post by Mark
Thu Nov 04, 2010 5:00 pm
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- REPORTS
by robert1 » Tue Oct 19, 2010 8:15 am
- 1 Replies
- 1672 Views
- Last post by Mark
Tue Oct 19, 2010 8:52 am
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- Capital Gains Report Missing some Sales
by attunement » Thu Oct 14, 2010 9:53 am
- 4 Replies
- 2872 Views
- Last post by attunement
Thu Oct 14, 2010 11:36 am
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