Articles
Cost basis just got easier!
December 2012 brought us a cost basis Christmas present! These improvements slipped in so quietly during the year-end rush, you may have missed it.
How to verify matching method at your broker
Here are the steps for verifying your matching method at 3 major brokers.
PortfolioCenter Data Management Tools
It’s worth taking time to explore the new data management tools. Once learned these tools are great time-savers.
PortfolioCenter Report Disclaimers
“Disclaimers” are footers printed on the last page of the reports you send to clients. Here are some great ways to use them.
Top 10 Posts of 2012
Happy New Year from the bottom of the fiscal cliff! Here are the 10 most-read blog posts on krisan.com for 2012.
Explain my PortfolioCenter Performance report
Producing PortfolioCenter performance reports requires correct data entry and a series of calculations. Here’s an overview of the basic math.
Which PortfolioCenter performance report format should I use?
Each PortfolioCenter performance report offers a bewildering variety of format options. How do you choose?
PortfolioCenter Smart Sets based on performance
Is there a way create a Smart Set in Portfolio Center using data other than the standard and custom fields? Although PortfolioCenter Smart Sets cannot be based on calculated data — including performance data, you probably have a data field that correlates to performance.
Are you headed for a cost basis train wreck?
If you’ve been “asleep on the railroad tracks” ignoring cost basis, the rapidly closing window between now and April 15 may be your last chance to avoid a train wreck. It’s time to wake up.
Can I run PortfolioCenter on a Mac?
I run PortfolioCenter as a stand alone application on a laptop which just crashed. Can I run PortfoiloCenter on a Mac?
Printing a PortfolioCenter Report
What if you need a quick report and your PortfolioCenter operator is not available? Here are the basic steps to printing.
3 problem symbols in PortfolioCenter
3 Schwab money market symbols in PortfolioCenter have the same symbol as 3 securities. Your trades may mistakenly appear as cash transactions. Here’s the solution.
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