Articles
Buying a computer to run PortfolioCenter 4: Memory size
More memory won’t make your computer faster, but it will run at about the same speed with more windows open.
Buying a computer to run PortfolioCenter 3: Processor performance
To optimize PortfolioCenter performance, you need a CPU capable of making many decisions at once. This is determined by CPUs, cores and threads.
Buying a computer to run PortfolioCenter 2: Disk speed
Slow disk performance is determined by the hardware you purchase and has a negative effect on almost every Windows task — including PortfolioCenter.
Buying a computer to run PortfolioCenter 1: 3 critical choices
If you need to upgrade your hardware, here are 3 critical choices that impact how well your computer will run PortfolioCenter.
What is the System of Record for cost basis?
The System of Record is responsible for providing the realized gain/loss information for tax reporting purposes. Should it be PortfolioCenter or the broker?
Schwab accounts missing SSNs in PortfolioCenter
New accounts from Schwab lack a social security number in PortfolioCenter. This change is part of security upgrades, but it may affect third party software.
Cost basis fails to reconcile after a sell
Cost basis in PortfolioCenter reconciled yesterday. After a sell transaction cost basis fails to reconcile today. Now what? If you’re lost in cost basis, here’s help.
PortfolioCenter 5.5: Check your Group Master Account
To take full advantage of PortfolioCenter 5.5 enhancements,set your group master accounts properly.
PortfolioCenter 5.5 Cost Basis Enhancements: Don’t celebrate yet
If you think the cost basis enhancements in PortfolioCenter 5.5 sound too good to be true, you’re right. But it’s a great next step!
Composite Return: Beginning value does not match ending value
On the report “Composite Return” in PortfolioCenter, why does the beginning value for a year not equal the ending value for previous year?
PortfolioCenter 5.5 Account Type Bug
I found a bug on my second day using PortfolioCenter 5.5. Fortunately, this problem is easy to workaround until there is a fix.
Cost Basis and Cash Invested explained
While Cash Invested reflects the money taken out of pocket, Cost Basis is the number you need for tax purposes. Here’s how the numbers differ.
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