by Krisan Marotta | Jun 1, 2012 | KBO, Reporting, Tech Help
I upgraded to PortfolioCenter 5.5 and found a bug on my second day using it. I’m slipping. I found a bug on my first day using 5.4. Fortunately, this problem is easy to workaround until there is a...
by Krisan Marotta | May 30, 2012 | KBO, Reporting
On most PortfolioCenter Holdings reports, you’ll find a column for Cost Basis and Cash invested. Sometimes the numbers are identical and sometimes they differ wildly. Why? Cost Basis is the value of an asset for tax purposes. It is the total price paid for an...
by Krisan Marotta | May 29, 2012 | Cost Basis, KBO
PortfolioCenter 5.5 makes it easier to manage bifurcated average cost positions. On the Matching Method tab of the portfolio details, you’ll find a new Bifurcation Handling check box. By default, this box is checked and set to bifurcate lots acquired before...
by Krisan Marotta | May 15, 2012 | KBO, Tech Help
Q. I’m using the Task Scheduler to run a PortfolioCenter backup very week. Most of the time it works fine, but about every three months, the backup does not run and when I check the Task Scheduler says “could not start.” Do you have any idea...
by Krisan Marotta | Apr 26, 2012 | Billing, KBO
When billing a household group, you have two options for deducting your management fees. 1) Deduct the entire fee from one account in the group. For example, suppose Marvel Financial Planning client Carol Danvers has a taxable account, a variety of Roths, and an UGMA...
