Reports
The main reports page, which gives access to all of the main text reports, charts and graphs available for your club.
- Why doesn't the Distribution of Earnings or Allocation of Income and Expense report match my 1099?
- What is the Reports Page?
- Valuation Statement
- Member Status Report
- Complete Journal Ledger
- Transaction Summary
- Member Units Ledger
- Security Ledger Report
- Cash Journal
- Member Deposits
- Petty Cash Journal
- Petty Cash Contribution Report
- Income Statement & Balance Sheet
- Withdrawal Distribution Report
- Member Information Listing
- Company Size Diversification
- Sector & Industry Diversification Report
- Performance Report
- Portfolio Review
- Portfolio Offense
- Portfolio Defense Report
- Portfolio Summary Report
- Portfolio Trend Report
- Allocation of Income and Expenses
- Security Dividends Report
- Company Size Diversification Report
- Withdrawal Scenario Calculator
- Performance Report
- Portfolio Offense
- Portfolio Defense
- Portfolio Summary
- Portfolio Trend
- Sold Securities Report
- Realized Gains/Losses Report
- Stock Watcher Assignments
- StockWatcher Report
- Club Assets Chart
- Member Ownership Chart
- Member Performance Graph
- Security Performance Graph
- Company Size Diversification Chart
- Sector & Industry Diversification Chart
- StockWatcher Generator
- Offense and Defense in the portfolio Overview
- Date First Purchased shows an old date when buying a stock the club held before.
- Cost Basis of Transferred Securities in a withdrawal
- Market value does not match between Valuation and Member Status
- Size Diversification Reports
- When are closing prices available for valuations, and where do they come from?
- What is the WD Liability Account?
- Valuation dates do not show in myiclub.com reports
- Former member keeps getting emailed reports.
- Portfolio Gain / Loss
- EPS Growth Rate Diversification
- Member Tax Summary
- Payments and Fees Report
- Sector and Industry Diversification Chart
- Club Portfolio Heatmap
- Club Unit Value Report
- My Assigned Stocks
- What is the Portfolio Yield report?
- Setting up the BI link in myICLUB
- What is the Member Withdrawals Summary Report?
- What is the Address Labels Report
- What is the Security Lot Basis Report
- Filling out personal taxes after a full withdrawal - Form 1040 and 8949
- What is the Expenses Report
- Global Diversification Report & Graph
- Club Performance Graph
- Security shows 0.00 on Portfolio, Valuation, or other report
- Withdrawal Related Realized Gain - listing at the bottom of the Allocation report
- ^ Some numbers (Usually Shares or Units) are underlined on certain reports.
- Why doesn't the current allocation report show up? Why isn't the allocation available?
- Former stocks (sold off stocks) show up / appear in the portfolio reports
- Forcing a qualified dividend / non-qualified dividend