Questions on using, creating, or understanding data in Fund Manager reports.
-
- Can I email reports?
by heidiasst » Fri Mar 20, 2020 8:44 am
- 1 Replies
- 1793 Views
- Last post by Mark
Fri Mar 20, 2020 9:02 am
-
- Disappearing Stocks
by Robert A » Mon Mar 16, 2020 6:34 pm
- 1 Replies
- 1275 Views
- Last post by Mark
Tue Mar 17, 2020 11:26 am
-
- Capital Gains for Single Security
by hipped1 » Sat Nov 09, 2019 1:44 pm
- 4 Replies
- 2269 Views
- Last post by MichelV
Sat Mar 14, 2020 5:58 am
-
- quick sales
by alpappy » Wed Mar 11, 2020 6:09 pm
- 1 Replies
- 1216 Views
- Last post by Mark
Thu Mar 12, 2020 10:03 am
-
- Weird distribution amount in Investment Perf. report
by Djobydjoba » Sun Mar 01, 2020 3:59 am
- 4 Replies
- 1919 Views
- Last post by Djobydjoba
Sun Mar 01, 2020 8:48 am
-
- Performance report question
by MichelV » Sun Feb 23, 2020 7:00 am
- 1 Replies
- 1300 Views
- Last post by Mark
Sun Feb 23, 2020 9:50 am
-
- TWR total question
by Djobydjoba » Sun Feb 16, 2020 10:43 am
- 8 Replies
- 2877 Views
- Last post by Mark
Thu Feb 20, 2020 3:25 pm
-
- Aggregate Sub-Portfolio Reporting
by AssetHound » Thu Feb 06, 2020 10:18 am
- 2 Replies
- 1732 Views
- Last post by AssetHound
Fri Feb 14, 2020 2:43 pm
-
- issue with TWR and ROI with neg distributions on share
by twj332 » Tue Feb 04, 2020 9:26 pm
- 3 Replies
- 1815 Views
- Last post by twj332
Wed Feb 05, 2020 6:15 pm
-
- Tax Free accounts not exclued in report
by Houstonwb » Wed Feb 05, 2020 2:06 pm
- 1 Replies
- 1224 Views
- Last post by Mark
Wed Feb 05, 2020 2:52 pm
-
- Gain & Gain_Al (between) answers are wrong
by JiminPhx » Sat Feb 01, 2020 3:55 pm
- 4 Replies
- 1896 Views
- Last post by JiminPhx
Sun Feb 02, 2020 8:58 am
-
- Custom Fields
by divinest » Sat Jan 25, 2020 4:37 pm
- 8 Replies
- 2682 Views
- Last post by divinest
Sat Jan 25, 2020 5:43 pm
-
- Share Price Gain without the distribution
by divinest » Sat Jan 25, 2020 9:27 am
- 1 Replies
- 1159 Views
- Last post by Mark
Sat Jan 25, 2020 11:10 am
-
- Report for Hidden Investments
by paulk » Sat Jan 25, 2020 10:43 am
- 1 Replies
- 1199 Views
- Last post by Mark
Sat Jan 25, 2020 11:05 am
-
- Missing totals
by CanuckWheels » Sun Jan 12, 2020 4:18 pm
- 2 Replies
- 1526 Views
- Last post by CanuckWheels
Tue Jan 14, 2020 2:22 pm
-
- Portfolio report not updating prices
by adrianrees » Sat Jan 11, 2020 5:34 pm
- 4 Replies
- 2028 Views
- Last post by adrianrees
Tue Jan 14, 2020 2:47 am
-
- Simplified value report
by Robert A » Wed Jan 01, 2020 4:08 pm
- 2 Replies
- 1494 Views
- Last post by Robert A
Wed Jan 01, 2020 5:03 pm
-
- % Gain Investment vs. ROI Yields
by TudorP » Fri Dec 20, 2019 12:27 pm
- 1 Replies
- 1401 Views
- Last post by Mark
Fri Dec 20, 2019 12:55 pm
-
- %Gain-F (btw) in a user-defined field
by Djobydjoba » Sun Dec 08, 2019 7:02 am
- 5 Replies
- 2210 Views
- Last post by Djobydjoba
Sat Dec 14, 2019 11:49 pm
-
- Confusion over CGT report calculation
by Paul440 » Mon Dec 09, 2019 10:10 pm
- 2 Replies
- 1552 Views
- Last post by Paul440
Tue Dec 10, 2019 2:24 pm
-
- Asset Type Detail
by elliots » Wed Nov 27, 2019 1:49 pm
- 3 Replies
- 1765 Views
- Last post by Mark
Thu Nov 28, 2019 8:59 am
-
- Gain
by moonlighter » Thu Nov 21, 2019 1:54 pm
- 2 Replies
- 1465 Views
- Last post by moonlighter
Thu Nov 21, 2019 3:04 pm
-
- Sorting
by moonlighter » Fri Nov 01, 2019 6:30 am
- 2 Replies
- 1419 Views
- Last post by moonlighter
Fri Nov 01, 2019 9:54 am
-
- Exempting Securities from Management Fees.
by aviator » Wed Oct 30, 2019 7:29 am
- 5 Replies
- 2107 Views
- Last post by Mark
Thu Oct 31, 2019 8:34 am
-
- Multiple filter?
by larryw » Sun Oct 20, 2019 9:26 am
- 1 Replies
- 1433 Views
- Last post by Mark
Sun Oct 20, 2019 10:48 am
-
- Report columns misaligned
by Djobydjoba » Sat Oct 19, 2019 2:19 am
- 3 Replies
- 1982 Views
- Last post by Mark
Sun Oct 20, 2019 10:42 am
-
- How to Modify Custom Report?
by nebfinfm » Sun Oct 20, 2019 2:54 am
- 1 Replies
- 1279 Views
- Last post by aviator
Sun Oct 20, 2019 9:13 am
-
- Yield = NA
by VFP9Belgium » Tue Oct 15, 2019 11:15 pm
- 2 Replies
- 1534 Views
- Last post by VFP9Belgium
Thu Oct 17, 2019 11:50 pm
-
- Position-traded money market fund
by dlevy » Thu Oct 17, 2019 9:19 am
- 2 Replies
- 1455 Views
- Last post by dlevy
Thu Oct 17, 2019 10:19 am
-
- Empty Sub-account shows on Portfolio Values Report
by elliots » Tue Oct 15, 2019 8:34 am
- 4 Replies
- 1894 Views
- Last post by Mark
Wed Oct 16, 2019 9:24 am
-
- Executive Summary in 2020 Beta
by paulk » Fri Sep 20, 2019 4:54 am
- 5 Replies
- 2316 Views
- Last post by paulk
Fri Oct 11, 2019 10:46 am
-
- Strategy
by Gottfried » Thu Oct 10, 2019 4:14 am
- 1 Replies
- 1551 Views
- Last post by Mark
Thu Oct 10, 2019 11:09 am
-
- Income Schedule, Feedback.
by aviator » Mon Oct 07, 2019 11:41 am
- 3 Replies
- 1800 Views
- Last post by Mark
Tue Oct 08, 2019 7:29 am
-
- Calculations
by 4MoreProfits » Mon Oct 07, 2019 7:07 am
- 2 Replies
- 1410 Views
- Last post by Mark
Mon Oct 07, 2019 9:02 am
-
- Reporting ending termm deposit
by Jarmila » Mon Oct 22, 2018 4:30 am
- 8 Replies
- 3419 Views
- Last post by twj332
Sun Oct 06, 2019 4:31 pm
-
- Display All Positions
by oyz79 » Sun Jun 04, 2017 8:53 pm
- 5 Replies
- 3151 Views
- Last post by Mark
Tue Oct 01, 2019 9:04 am
-
- %Gain-F / Basic Points
by Djobydjoba » Fri Mar 09, 2018 8:32 am
- 9 Replies
- 4566 Views
- Last post by Djobydjoba
Sun Sep 22, 2019 3:08 am
-
- Rebalance REport ISsue
by paulk » Thu Aug 22, 2019 5:39 am
- 5 Replies
- 2451 Views
- Last post by Mark
Thu Aug 22, 2019 10:12 am
-
- Fidelity fee reporting vs FM portfolio reports
by MartyP » Tue Feb 12, 2019 11:32 am
- 8 Replies
- 4075 Views
- Last post by MartyP
Tue Jul 30, 2019 10:50 am
-
- holding as a percentage
by alpappy » Sun Jul 07, 2019 12:46 am
- 1 Replies
- 1409 Views
- Last post by Mark
Sun Jul 07, 2019 7:26 am
-
- Sorting out total growth
by Mary Kennedy » Thu Jun 27, 2019 11:06 am
- 10 Replies
- 3922 Views
- Last post by Mark
Wed Jul 03, 2019 7:38 am
-
- Capital Gains report missing LT Cap Gain?
by jstolzen » Sat Jun 15, 2019 5:04 am
- 2 Replies
- 1681 Views
- Last post by jstolzen
Sat Jun 15, 2019 8:27 am
-
- Group name header
by Djobydjoba » Sat Jun 08, 2019 8:33 am
- 1 Replies
- 1411 Views
- Last post by Mark
Sat Jun 08, 2019 2:09 pm
-
- return with dividends reinvested
by sspeed » Wed Jun 05, 2019 5:56 am
- 2 Replies
- 1668 Views
- Last post by Mark
Wed Jun 05, 2019 8:51 am
-
- Portfolio ROI
by csharin » Sun Jun 02, 2019 5:27 pm
- 2 Replies
- 1530 Views
- Last post by csharin
Sun Jun 02, 2019 6:52 pm
-
- nz tax
by alpappy » Fri May 17, 2019 5:18 pm
- 1 Replies
- 1289 Views
- Last post by Mark
Fri May 17, 2019 5:24 pm
-
- Date range names
by Djobydjoba » Thu May 16, 2019 12:28 pm
- 1 Replies
- 1434 Views
- Last post by Mark
Thu May 16, 2019 12:39 pm
-
- Portfolio performance report- help
by prasannainv » Tue May 14, 2019 5:37 am
- 6 Replies
- 3472 Views
- Last post by prasannainv
Tue May 14, 2019 4:48 pm
-
- Portfolio Performance report "Invested" total incorrect
by jstolzen » Sat May 04, 2019 5:07 am
- 8 Replies
- 3186 Views
- Last post by Mark
Mon May 06, 2019 8:31 pm
-
- What report metrics make sense for a retail investor?
by jboxman » Sun Apr 28, 2019 12:49 pm
- 1 Replies
- 1870 Views
- Last post by Mark
Sun Apr 28, 2019 1:49 pm
Return to Board index
Who is online
Users browsing this forum: No registered users and 9 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
|