by Krisan Marotta | Nov 26, 2013 | KBO, Presentation Studio
PortfolioCenter 5.8 brought us the ability to create custom Presentation Studio reports. Need some of ideas on how to use this great new feature? One of my managers loves the “mountain chart” (a.k.a. “Portfolio Value versus Cumulative Net...
by Krisan Marotta | Nov 19, 2013 | KBO, Outsourcing
PortfolioCenter Hosted offers a private web application. With PortfolioCenter Hosted, you are still running PortfolioCenter’s desktop version but you run it on your own private cloud. While most web applications are able to handle lots of concurrent users,...
by Krisan Marotta | Nov 12, 2013 | KBO, Random Musings
Too much information, too little time? With so much online information, it’s difficult to know what is worth following. I found some interesting ideas in Mike Byrnes and Kevin Feehily’s top 10 list of the best websites for financial advisors: Nerd’s Eye View...
by Krisan Marotta | Nov 5, 2013 | KBO, Performance
The best long term, most cost effective solution for data entry into PortfolioCenter is to move everything you can to a place from which you can download. But what if you there is no Schwab Performance Technologies interface, the information is not available through...
by Krisan Marotta | Oct 29, 2013 | KBO, Performance
What do you do with 401ks or annuities that you’d like to track in PortfolioCenter but which are not available through your regular downloads? Is manual entry the only option? Download everything you can The best long term, most cost effective solution...
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...