by Krisan Marotta | Aug 3, 2012 | KBO, Tech Help
The next version of PortfolioCenter – expected Fall 2012 – will require Windows Vista, 7, or Server 2008. Memory size is an important factor in choosing a computer that will run PortfolioCenter well. Random access memory (RAM) holds programs and data...
by Krisan Marotta | Jul 27, 2012 | KBO, Tech Help
The next version of PortfolioCenter – expected Fall 2012 – will require Windows Vista, 7, or Server 2008. If you need to upgrade your hardware to continue running PortfolioCenter, the type of processor or CPU is a crucial decision. Processors are...
by Krisan Marotta | Jul 20, 2012 | KBO, Tech Help
The next version of PortfolioCenter – expected Fall 2012 – will require Windows Vista, 7, or Server 2008. If you need to buy a new computer to continue running PortfolioCenter, remember the larger your PortfolioCenter database, the greater its demand on...
by Krisan Marotta | Jul 13, 2012 | KBO, Tech Help
The next version of PortfolioCenter – expected Fall 2012 – will require Windows Vista, 7, or Server 2008. If you need to upgrade your hardware to continue running PortfolioCenter, make sure you understand 3 critical specifications before going shopping:...
by Krisan Marotta | Jul 6, 2012 | Cost Basis, KBO
System of Record (SOR) became a necessary part of our cost basis terminology in 2008 when Congress passed the “Emergency Economic Stabilization Act.” The System of Record is the official record for tax purposes and the system responsible for providing the...
by Krisan Marotta | Jun 29, 2012 | KBO, Tech Help
While PortfolioCenter 5.5 improved handling of the account details, new accounts from Schwab no longer contain a Social Security number (Tax ID) in PortfolioCenter account details. This change is not a bug; it is a planned security upgrade. While I understand the need...