Comments, critical feedback, praise, or suggestions for new features.
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- Linked Sub-Portfolio
by B2B_Investing » Tue Dec 27, 2016 5:52 pm
- 3 Replies
- 2518 Views
- Last post by Mark
Thu Dec 29, 2016 9:44 am
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- Rebalancing Report - By Investment Not Asset Type
by B2B_Investing » Sun Nov 20, 2016 4:25 am
- 2 Replies
- 1984 Views
- Last post by B2B_Investing
Tue Dec 06, 2016 3:57 am
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- Ability to Display Zero Shares By Report
by ThomasK » Thu Nov 17, 2016 8:55 am
- 2 Replies
- 2375 Views
- Last post by ThomasK
Wed Nov 23, 2016 12:16 pm
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- Bug Report - Dates truncated when report copied to clipbrd
by ljbc01 » Wed Oct 19, 2016 10:52 pm
- 2 Replies
- 2030 Views
- Last post by ljbc01
Mon Nov 07, 2016 10:11 pm
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- Kudos for Previous Changes // Wish List for Future Versions
by B2B_Investing » Sat Oct 08, 2016 5:12 am
- 10 Replies
- 5728 Views
- Last post by ljbc01
Tue Oct 25, 2016 11:04 pm
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- What happened to column totals in the portfolio view?
by clivusmul » Tue Oct 25, 2016 4:53 pm
- 1 Replies
- 1733 Views
- Last post by Mark
Tue Oct 25, 2016 5:15 pm
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- Number of Days in Report
by ThomasK » Wed Oct 05, 2016 6:59 am
- 1 Replies
- 1655 Views
- Last post by Mark
Wed Oct 05, 2016 8:09 am
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- Extra Symbols for Report Columns
by ThomasK » Mon Oct 03, 2016 10:14 am
- 1 Replies
- 1670 Views
- Last post by Mark
Tue Oct 04, 2016 8:17 am
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- A global Sub-Portfolio and Date setting for all open reports
by ThomasK » Mon Sep 26, 2016 6:15 am
- 1 Replies
- 1586 Views
- Last post by Mark
Mon Sep 26, 2016 8:05 am
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- New features for a dividend investor
by dkuntzel » Tue Mar 15, 2016 9:57 am
- 3 Replies
- 2988 Views
- Last post by Mark
Mon Sep 05, 2016 11:43 am
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- Aleart Hot Key
by 4MoreProfits » Wed Aug 24, 2016 7:50 am
- 1 Replies
- 1726 Views
- Last post by Mark
Wed Aug 24, 2016 9:46 am
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- ala carte advanced statistics
by rwcrooks » Wed Aug 17, 2016 9:14 am
- 1 Replies
- 1624 Views
- Last post by Mark
Wed Aug 17, 2016 9:22 am
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- Expected Income Reporting
by AssetHound » Sat Aug 13, 2016 4:29 pm
- 2 Replies
- 1900 Views
- Last post by Mark
Mon Aug 15, 2016 11:22 am
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- Investment order
by finnsol » Thu Aug 04, 2016 2:33 am
- 19 Replies
- 9119 Views
- Last post by finnsol
Sat Aug 06, 2016 9:34 am
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- Quote Module.
by aviator » Thu Jul 21, 2016 12:10 pm
- 2 Replies
- 1974 Views
- Last post by Djobydjoba
Thu Jul 21, 2016 12:27 pm
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- Attach files
by mahe79 » Wed Jul 20, 2016 10:50 am
- 1 Replies
- 1655 Views
- Last post by Mark
Wed Jul 20, 2016 12:06 pm
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- Alert hot key
by 4MoreProfits » Fri Jul 15, 2016 11:06 am
- 1 Replies
- 1637 Views
- Last post by Mark
Fri Jul 15, 2016 11:14 am
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- Adding TWR performance to Executive Summary
by paulk » Fri Jun 03, 2016 8:27 am
- 1 Replies
- 1666 Views
- Last post by Mark
Fri Jun 03, 2016 9:08 am
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- Auto updating of changes in a security
by rftanner » Tue May 17, 2016 7:30 am
- 1 Replies
- 1613 Views
- Last post by Mark
Tue May 17, 2016 8:39 am
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- Problem when closing an exchange rate investment
by Djobydjoba » Sat May 07, 2016 10:40 am
- 2 Replies
- 2129 Views
- Last post by Djobydjoba
Sat May 07, 2016 11:04 am
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- New Quote module not digitally signed
by troscher » Wed Apr 06, 2016 6:46 am
- 1 Replies
- 1788 Views
- Last post by Mark
Wed Apr 06, 2016 8:24 am
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- Sub-portfolio price update
by moonlighter » Mon Mar 28, 2016 10:29 am
- 2 Replies
- 2018 Views
- Last post by moonlighter
Mon Mar 28, 2016 10:40 am
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- Prices not updating
by pieterse » Wed Mar 16, 2016 7:49 am
- 2 Replies
- 1906 Views
- Last post by Mark
Wed Mar 16, 2016 9:43 am
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- Canadian Users - T1135 filing requirements
by Allan » Wed Feb 11, 2015 10:55 am
- 8 Replies
- 5056 Views
- Last post by Mark
Wed Mar 09, 2016 11:42 am
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- Investment Properties - Other tab
by ThomasK » Tue Mar 08, 2016 1:25 pm
- 1 Replies
- 1630 Views
- Last post by Mark
Tue Mar 08, 2016 1:27 pm
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- Questions / Suggestions from new 9.0 user
by sharadm » Sun Aug 24, 2008 10:05 am
- 7 Replies
- 6010 Views
- Last post by Mark
Sun Mar 06, 2016 9:13 am
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- Tax Treatment of Portfolios
by Allan » Sat Jan 08, 2011 7:24 pm
- 5 Replies
- 4232 Views
- Last post by Mark
Thu Feb 18, 2016 6:09 pm
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- Quote Field
by 4MoreProfits » Wed Feb 17, 2016 9:55 am
- 1 Replies
- 1547 Views
- Last post by Mark
Wed Feb 17, 2016 11:25 am
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- upgrade
by alpappy » Sat Feb 13, 2016 5:42 pm
- 1 Replies
- 1606 Views
- Last post by Mark
Sun Feb 14, 2016 10:41 am
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- Keep up the good work
by VFP9Belgium » Thu Feb 11, 2016 12:37 am
- 1 Replies
- 1628 Views
- Last post by Mark
Thu Feb 11, 2016 10:09 am
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- Extended Currency Tutorial
 by Barak » Sat Jun 06, 2015 10:29 am
- 3 Replies
- 2481 Views
- Last post by Mark
Tue Feb 02, 2016 8:39 pm
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- Version 2016, Beta.
by aviator » Tue Sep 15, 2015 3:25 am
- 8 Replies
- 4903 Views
- Last post by ThomasK
Tue Feb 02, 2016 12:58 pm
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- Advisor enhancements
by paulk » Thu Jan 28, 2016 7:38 pm
- 2 Replies
- 1840 Views
- Last post by paulk
Fri Jan 29, 2016 12:09 pm
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- Investment Transactions totals
by atrooper0005 » Thu Dec 31, 2015 11:32 am
- 1 Replies
- 1624 Views
- Last post by Mark
Thu Dec 31, 2015 11:39 am
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- Requesting Report Time Periods
by marshg246 » Wed Dec 30, 2015 6:37 am
- 4 Replies
- 2631 Views
- Last post by marshg246
Wed Dec 30, 2015 4:17 pm
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- Open Lots Report - Please add End Value
by dancemyth » Fri Dec 18, 2015 8:31 am
- 1 Replies
- 1564 Views
- Last post by Mark
Fri Dec 18, 2015 11:45 am
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- investment property update
by frankpazulski » Thu Dec 17, 2015 10:22 am
- 3 Replies
- 2235 Views
- Last post by Mark
Thu Dec 17, 2015 9:56 pm
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- The danger of multiple FM instances running at the same time
by Stefan » Sun Jan 10, 2010 4:29 pm
- 3 Replies
- 3434 Views
- Last post by Mark
Mon Nov 30, 2015 7:12 pm
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- Simple Display for Current Holdings ROI and GAIN
by El Wealtho » Mon Nov 23, 2015 1:23 am
- 1 Replies
- 1499 Views
- Last post by Mark
Mon Nov 23, 2015 9:17 am
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- Portfolio Editor Request
by hipped1 » Tue Nov 17, 2015 1:27 pm
- 5 Replies
- 3112 Views
- Last post by Mark
Wed Nov 18, 2015 8:33 am
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- Bug: Copy / Paste report column Investment Type (FM 2016)
by LynneB » Sat Oct 31, 2015 8:48 pm
- 1 Replies
- 1652 Views
- Last post by Mark
Mon Nov 02, 2015 7:58 am
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- Portfolio Editor windows shows NA in totals row
by Ronald » Thu Oct 15, 2015 4:54 pm
- 2 Replies
- 1873 Views
- Last post by Ronald
Fri Oct 16, 2015 4:42 pm
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- Client Portal
by dellwo » Tue Sep 15, 2015 12:17 pm
- 12 Replies
- 5914 Views
- Last post by Mark
Thu Oct 15, 2015 12:54 pm
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- Option to not show Price Update progress window
by IanC » Wed Jun 17, 2015 12:03 pm
- 2 Replies
- 1914 Views
- Last post by IanC
Wed Oct 14, 2015 12:57 pm
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- Transaction Module Displaying Incorrectly?
by aviator » Wed Sep 30, 2015 8:02 am
- 3 Replies
- 2167 Views
- Last post by aviator
Wed Sep 30, 2015 12:12 pm
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- 2016 Beta android app
by kinwolf » Tue Sep 15, 2015 12:13 pm
- 11 Replies
- 5757 Views
- Last post by Mark
Tue Sep 22, 2015 1:17 pm
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- Weekly Returns
by mahe79 » Fri Sep 18, 2015 3:00 am
- 1 Replies
- 1531 Views
- Last post by Mark
Fri Sep 18, 2015 9:31 am
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- version 2016 beta
by frankpazulski » Tue Sep 15, 2015 9:08 am
- 1 Replies
- 1489 Views
- Last post by Mark
Tue Sep 15, 2015 9:21 am
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- Bug: copy and paste distributions
by moonlighter » Tue Aug 18, 2015 5:55 am
- 4 Replies
- 2536 Views
- Last post by Mark
Sat Sep 05, 2015 11:29 am
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- Bug: MyWritePrivateProfileString failed with error 0.
by ljbc01 » Wed Aug 19, 2015 3:54 pm
- 2 Replies
- 1911 Views
- Last post by ljbc01
Thu Aug 20, 2015 9:14 pm
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