having problems?

If you're experiencing a problem with one of our software products, please fill out and submit the following problem report form below.

If what you want to tell us is really more of a suggestion or a request for enhancement, please use our enhancement form instead.

problem reporting - the how to's

When you submit your problem report, it is entered into our database for tracking purposes and will be associated with the account name you used to access this website. After an initial assessment by our support staff, problem resolution will be assigned to the appropriate person. Periodically we will post notices regarding problems reported by our customers in either the known problems sidebar, tips, or on our page with

What version of Portfolio Manager are you using?

What operating system are you using?

Please enter a brief one line description for us to use as an identifier or reference:
(example: "Quotes not received")

If the problem is reproducible, please list the steps required to cause it, leaving a blank line between each step:
(example: "1. Create a new file (blank line) 2. Insert some text...")

If the problem is not reproducible (occurred once or occurs occasionally for no apparent reason), please describe the circumstances in which it occurred and symptoms you observed.
(note: it is much more difficult to fix non-reproducible bugs.)

If the problem causes any error messages to appear, please write down the exact text displayed and enter it here:

Please provide us with the following information in case we need to contact you for more information or provide you with a problem resolution.

name:
phone:
e-mail:



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