Getting started with PortfolioCenter

Congratulations on choosing PortfolioCenter!  You’re probably asking, now what? Here are the articles for managers starting PortfolioCenter from scratch.

Starting PortfolioCenter can be intimidating.  There’s a lot to learn all at once.  Half the battle is making the right choices at the start. Give yourself time to learn and be prepared to “re-do” some choices and data as your learning improves.

Understanding the 5 Matching Methods	Decisions about Tracking Cost Basis	5 Steps to Starting Cost Basis
How to Verify Matching Method at Your Broker	How Expenses Affect Returns	Asset Classes
Sectors	Subsectors	Security Classifications Summary
7 Decisions about Billing	Management Fee Deduction Options	Management Fee Allocation Options
How to Justify Fee Calculations in an SEC Audit	Explain my Performance Report	TWR vs IRR
Using Groups and Sets	Report Disclaimers	Outsourcing a Necessity for New Advisors