by Krisan Marotta | Oct 30, 2012 | KBO, Performance
Since the stock market closed due to Hurricane Sandy for two days due in October, 2012, you may need to adjust PortfolioCenter for unexpected market “holidays.” For the most accurate Time-Weighted Rate of Return (TWR) and Internal Rate of Return (IRR)...
by Krisan Marotta | Oct 23, 2012 | KBO, Performance
Has the size of your PortfolioCenter database exploded while response time has slowed to a crawl? Try removing old interface files, particularly the Cost Basis Reconciliation files. One of my databases shrank by a whopping 46% and response time dramatically improved...
by Krisan Marotta | Oct 16, 2012 | KBO, Performance
Handling stock splits in PortfolioCenter is usually seamless — that is, you can usually post the downloaded transaction “as is.” But sometimes split transactions require manual intervention. Here’s what to check: Trade Date: Make sure the...
by Krisan Marotta | Oct 9, 2012 | Billing, KBO
Setting up billing in PortfolioCenter requires several “policy” decisions. If you decide to deduct fees from your clients accounts, you need to decide whether to deduct the total fee for a client household from a single account OR deduct a percentage of...
by Krisan Marotta | Oct 2, 2012 | KBO, Reporting
When you batch print to PDF by portfolio, PortfolioCenter name the file using the account number and the creation date. For long term archiving or uploading to a client vault, you would probably prefer to use the quarter end date rather than the creation date —...
by Krisan Marotta | Sep 25, 2012 | KBO, Random Musings
I am a Kiva lender. We Kiva lenders combat poverty daily by making small loans to borrowers around the world. Through Kiva, I have loaned money to women growing or starting their own businesses including: [table style=”1″] [/table] Kiva makes microfinance...
