by Krisan Marotta | Dec 11, 2012 | KBO, Reporting
Each PortfolioCenter performance report offers a bewildering variety of format options which determine the level of detail shown on the report. These detail formats are available on both the “analytical” reports (the original Performance reports in...
by Krisan Marotta | Dec 4, 2012 | KBO, Performance, Reporting
Q. Is there a way create a Smart Set in Portfolio Center using data other than the standard and custom fields? We were hoping to generate sets based off client performance for analysis. We would like a set based on gross individual portfolio performance for a...
by Krisan Marotta | Nov 27, 2012 | Cost Basis, KBO
Thanks to the Emergency Economic Stabilization Act of 2008, custodians and broker-dealers are required to report the adjusted cost basis of sold securities to the IRS and taxpayers on Form 1099-B — including whether the gain/loss is short or long term....
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...
