by Krisan Marotta | Nov 20, 2012 | KBO, Tech Help
Q.I run PortfolioCenter as a stand alone application on a laptop which just crashed. I think the hard drive is dead! I’d like to take this opportunity to switch to a Mac. If I use Parallels or VMFusion, can I run PortfoiloCenter on a Mac? Please say yes! A....
by Krisan Marotta | Nov 13, 2012 | KBO, Reporting
Open PortfolioCenter and in the main window, select the Global Reports tab to go to the Global Reports window OR select the Portfolios tab to switch to the Portfolios page, select an account or group, and click the Reports button in the window that opens. I’ve...
by Krisan Marotta | Nov 5, 2012 | KBO, Performance
Three Schwab money market symbols in PortfolioCenter have the same default symbol as three securities. If you buy one of the funds, your trades may mistakenly appear as a cash transaction in the downloads. If you have been using PortfolioCenter since the pre-email...
by Krisan Marotta | Oct 30, 2012 | KBO, Performance
Since the stock market closed due to Hurricane Sandy for two days due in October, 2012, you may need to adjust PortfolioCenter for unexpected market “holidays.” For the most accurate Time-Weighted Rate of Return (TWR) and Internal Rate of Return (IRR)...
by Krisan Marotta | Oct 23, 2012 | KBO, Performance
Has the size of your PortfolioCenter database exploded while response time has slowed to a crawl? Try removing old interface files, particularly the Cost Basis Reconciliation files. One of my databases shrank by a whopping 46% and response time dramatically improved...
