Questions on using, creating, or understanding data in Fund Manager reports.
-
- Capital Gains Report
by knerrd » Mon Jul 22, 2024 7:06 am
- 2 Replies
- 277 Views
- Last post by knerrd
Fri Jul 26, 2024 7:14 am
-
- Sorted Fields
by 4MoreProfits » Sun Jan 10, 2021 9:31 am
- 12 Replies
- 4634 Views
- Last post by Mark
Thu Jun 27, 2024 8:46 am
-
- duplicate entries on Performance Report
by suebrooks39887 » Wed May 29, 2024 10:20 am
- 1 Replies
- 2197 Views
- Last post by Mark
Wed May 29, 2024 11:37 am
-
- How to create a Total Sum for dividend on Master Portfolio l
by Klaus » Sun May 19, 2024 2:53 am
- 2 Replies
- 1933 Views
- Last post by Klaus
Sun May 19, 2024 10:06 am
-
- OOP negative resulting in %Gain as N.A.
by pm76tn » Sat May 04, 2024 7:46 am
- 4 Replies
- 1152 Views
- Last post by pm76tn
Sun May 05, 2024 7:57 am
-
- save portfolio as csv
by alpappy » Fri May 03, 2024 2:26 pm
- 5 Replies
- 1026 Views
- Last post by alpappy
Fri May 03, 2024 8:29 pm
-
- Sector Allocation Report question
by rminoak » Fri Apr 19, 2024 9:19 pm
- 2 Replies
- 1027 Views
- Last post by rminoak
Mon Apr 22, 2024 7:51 pm
-
- Yield On Average Cost
by AssetHound » Sun Apr 07, 2024 4:15 pm
- 1 Replies
- 1006 Views
- Last post by Mark
Mon Apr 08, 2024 10:03 am
-
- Retained distributions
by MartyP » Sat Mar 16, 2024 9:30 am
- 5 Replies
- 2315 Views
- Last post by MartyP
Tue Mar 19, 2024 9:02 am
-
- Totalize the values of a custom report field
by Djobydjoba » Fri Mar 08, 2024 5:54 am
- 5 Replies
- 1599 Views
- Last post by Mark
Fri Mar 08, 2024 5:22 pm
-
- GIC/Bond Maturity date
by frs001@gmail.com » Thu Feb 29, 2024 10:20 am
- 2 Replies
- 1175 Views
- Last post by frs001@gmail.com
Thu Feb 29, 2024 8:39 pm
-
- Prior Year Divident
by henrikk » Sat Feb 24, 2024 2:29 pm
- 1 Replies
- 994 Views
- Last post by Mark
Mon Feb 26, 2024 8:57 am
-
- Upside/Downside Capture Ratio
by swisspm » Sat Feb 17, 2024 1:34 am
- 3 Replies
- 1613 Views
- Last post by Mark
Mon Feb 19, 2024 9:04 am
-
- Content of the column "Portfolio parent" truncated
by Djobydjoba » Sat Feb 03, 2024 3:08 pm
- 2 Replies
- 1092 Views
- Last post by Djobydjoba
Sun Feb 04, 2024 1:22 am
-
- value change LD incorrect
by alpappy » Sat Feb 03, 2024 12:59 pm
- 3 Replies
- 1400 Views
- Last post by alpappy
Sat Feb 03, 2024 11:14 pm
-
- Report Footnotes
by ricbertsch » Thu Feb 01, 2024 1:32 pm
- 1 Replies
- 931 Views
- Last post by Mark
Thu Feb 01, 2024 5:49 pm
-
- Monthly Performance by Sub Portfolio
by jskahan » Fri Jan 26, 2024 12:57 pm
- 1 Replies
- 990 Views
- Last post by Mark
Fri Jan 26, 2024 2:12 pm
-
- Current value - sum of all purchases?
by jstolzen » Mon Jan 22, 2024 2:42 pm
- 5 Replies
- 1765 Views
- Last post by Mark
Mon Jan 22, 2024 5:07 pm
-
- Reconcile problem
by Woluwe » Thu Dec 07, 2023 10:15 am
- 1 Replies
- 3328 Views
- Last post by Mark
Thu Dec 07, 2023 10:23 am
-
- list stock but not calculate it in PP report
by suebrooks39887 » Tue Nov 28, 2023 9:52 am
- 3 Replies
- 1801 Views
- Last post by Djobydjoba
Wed Nov 29, 2023 12:38 am
-
- Filter multiple symbols
by wsslsi » Tue Jul 21, 2020 6:37 am
- 5 Replies
- 3016 Views
- Last post by DukeWeston
Sun Nov 26, 2023 3:21 pm
-
- Min and Max values on filtering
by Vandring » Tue Nov 21, 2023 7:40 am
- 1 Replies
- 1176 Views
- Last post by Mark
Tue Nov 21, 2023 9:56 am
-
- Daily Gains & Losses
by Traveller » Fri Nov 17, 2023 7:27 am
- 1 Replies
- 1097 Views
- Last post by Mark
Fri Nov 17, 2023 8:23 am
-
- Filtering - OR & AND conditions
by jstolzen » Thu Nov 02, 2023 7:27 am
- 1 Replies
- 1243 Views
- Last post by Mark
Thu Nov 02, 2023 4:14 pm
-
- Custom column names
by Vandring » Mon Oct 23, 2023 4:53 am
- 1 Replies
- 1369 Views
- Last post by Mark
Mon Oct 23, 2023 7:07 am
-
- Names and symbols
by davepapaz » Thu Oct 19, 2023 5:36 pm
- 2 Replies
- 1403 Views
- Last post by davepapaz
Sat Oct 21, 2023 4:32 pm
-
- Accrued Interest from Sale of T Bills?
by heidiasst » Wed Jul 12, 2023 7:50 am
- 10 Replies
- 4847 Views
- Last post by Mark
Wed Oct 11, 2023 1:31 pm
-
- Report Totals don't add up
by philstunell » Thu Oct 05, 2023 8:10 am
- 1 Replies
- 1139 Views
- Last post by Mark
Thu Oct 05, 2023 10:28 am
-
- Exec Summary/Portfolio Perf Summary
by jblankenship » Tue Oct 03, 2023 10:45 am
- 5 Replies
- 1869 Views
- Last post by Mark
Wed Oct 04, 2023 10:44 am
-
- Batching reports
by paullayzell » Sun Sep 17, 2023 6:20 am
- 3 Replies
- 1537 Views
- Last post by Mark
Mon Sep 18, 2023 8:43 am
-
- Report oddity: hidden investment with trailing dividend
by dlevy » Thu Sep 07, 2023 8:17 am
- 2 Replies
- 1291 Views
- Last post by dlevy
Thu Sep 07, 2023 8:59 am
-
- Portfollio Performance Report with Transferred Stock
by Vandring » Wed Aug 30, 2023 12:24 am
- 1 Replies
- 5184 Views
- Last post by Mark
Wed Aug 30, 2023 7:39 am
-
- Report modificatios
by 4Profits » Sat Jul 29, 2023 6:14 am
- 3 Replies
- 1834 Views
- Last post by Mark
Sun Jul 30, 2023 4:19 pm
-
- Price-Return Index
by pstead » Sun Jul 09, 2023 5:33 am
- 2 Replies
- 1512 Views
- Last post by Mark
Mon Jul 10, 2023 3:44 pm
-
- Report to Support Estate Planning
by B2B_Investing » Sun Feb 19, 2023 7:14 am
- 2 Replies
- 2200 Views
- Last post by B2B_Investing
Wed May 31, 2023 5:48 pm
-
- Benchmark returns (beta, std dev)
by SunilB » Thu May 25, 2023 11:25 am
- 1 Replies
- 1404 Views
- Last post by Mark
Thu May 25, 2023 11:45 am
-
- reports showing na
by alan green » Thu May 18, 2023 5:58 am
- 3 Replies
- 1896 Views
- Last post by Mark
Thu May 18, 2023 1:51 pm
-
- Rebalance Report
by paulk » Wed Jan 22, 2020 6:22 am
- 6 Replies
- 4103 Views
- Last post by Mark
Sun May 14, 2023 4:20 pm
-
- My principal vs current value
by PhRob23 » Wed May 10, 2023 2:13 am
- 2 Replies
- 1727 Views
- Last post by PhRob23
Wed May 10, 2023 10:55 am
-
- Incorrect Total for Withdrawn Dist (BTW)
by tktf » Wed Apr 26, 2023 10:12 am
- 3 Replies
- 2313 Views
- Last post by Mark
Wed Apr 26, 2023 2:14 pm
-
- Report Specific to New Purchases Performance
by gmow » Tue Apr 11, 2023 7:47 am
- 1 Replies
- 1519 Views
- Last post by Mark
Tue Apr 11, 2023 8:26 am
-
- Consolidate same investment in reporting
by TudorP » Thu Mar 16, 2023 6:51 pm
- 3 Replies
- 2161 Views
- Last post by Mark
Tue Mar 28, 2023 9:03 am
-
- capital Gain Issue
by LungDoc » Wed Feb 01, 2023 6:05 am
- 8 Replies
- 3240 Views
- Last post by LungDoc
Mon Feb 06, 2023 3:33 pm
-
- Getting NA in Grand Totals-Portfolio Performance Report
by akahrim » Thu Feb 02, 2023 4:54 pm
- 3 Replies
- 2036 Views
- Last post by Mark
Fri Feb 03, 2023 11:42 am
-
- Days Between Formula
by AssetHound » Fri Jan 06, 2023 4:28 pm
- 1 Replies
- 1866 Views
- Last post by Mark
Fri Jan 06, 2023 5:07 pm
-
- Portfolio Opening and Closing Prices on a Specific Day
by CGB » Tue Jan 03, 2023 9:03 am
- 2 Replies
- 1792 Views
- Last post by CGB
Thu Jan 05, 2023 3:52 am
-
- small discrepancy - distributions
by JeanneMarie » Sat Dec 03, 2022 8:59 am
- 3 Replies
- 2407 Views
- Last post by Mark
Sun Dec 04, 2022 10:18 am
-
- 4 Decimal places
by alpappy » Thu Nov 10, 2022 9:32 pm
- 1 Replies
- 1894 Views
- Last post by Mark
Sun Nov 13, 2022 4:51 pm
-
- BOND REDEMPTION PRICE AND YTM
by Arrow » Sun Nov 06, 2022 9:31 am
- 1 Replies
- 1798 Views
- Last post by Mark
Mon Nov 07, 2022 8:28 am
-
- Problem to memorize custom report portfolio
by Djobydjoba » Sun Sep 11, 2022 12:57 am
- 1 Replies
- 2265 Views
- Last post by Mark
Mon Sep 12, 2022 10:56 am
Return to Board index
Who is online
Users browsing this forum: No registered users and 3 guests
Forum permissions
You cannot post new topics in this forum You cannot reply to topics in this forum You cannot edit your posts in this forum You cannot delete your posts in this forum You cannot post attachments in this forum
|