by Krisan Marotta | Oct 22, 2013 | KBO, Reporting
Q.Help! I’m trying to print the PortfolioCenter Comparative Portfolio Performance report and the legend is missing. Where did it go and how do I get it back? A.The legend on the line graph (Comparative Portfolio Performance under the traditional Performance...
by Krisan Marotta | Oct 8, 2013 | KBO, Reporting
Q.From PortfolioCenter, how can I run a report based on a holding? I’d like to be able to see which clients have that holding and what percent of their account(s) it represents. Then, I’d like to be able to export it into excel in order to edit and create trade...
by Krisan Marotta | Oct 1, 2013 | KBO, Tech Help
Confused about what settings to choose in the Schwab Interface Transfer parameters? Here is what I recommend. Method for Posting Canceled Trades: Choose “Mark Trade as Cancelled” This setting determines how corrections are handled. The options are: 1)...
by Krisan Marotta | Sep 24, 2013 | KBO, Tech Help
Confused about what settings to choose in the Schwab Interface? Schwab Performance Technologies recommends unchecking the two market value settings and checking the rest. I recommend you check them all but one of them. Here’s why. Use current market value as...
by Krisan Marotta | Sep 19, 2013 | KBO, Tech Help
PortfolioCenter 5.6 is the last version that supports any edition of Windows XP. If you’ve been dragging your feet, now is the time to upgrade. PortfolioCenter 5.8 is coming soon. If you skipped 5.7, you probably don’t want to skip the next release. ...
