by Krisan Marotta | Jun 4, 2015 | KBO, Performance
Internal Rate of Return (IRR) is the single rate of return at which the beginning market value plus additions grows to equal the ending market value minus withdrawals. In my opinion IRR is most useful as a measurement of an individual holding. If you want to know...
by Krisan Marotta | May 5, 2015 | KBO, Presentation Studio
Q.I found this example Overview (pictured above) from PortfolioCenter’s Presentation Studio on the Schwab Performance Technologies website. I would like to duplicate it in my data. Can you tell me how? A.Sure! I assume you know the basics of working with...
by Krisan Marotta | Apr 16, 2015 | KBO, Performance
TIAA-CREF is changing symbols again. You probably received an alert like this: With TIAA-CREF’s implementation of a new class structure for its eight CREF Accounts, new ticker symbols issued by NASDAQ will take effect at the close of business on Friday, April...
by Krisan Marotta | Mar 24, 2015 | Billing, KBO
Q.Can you explain the what the Bill History is in PortfolioCenter and how to use it? It nevers seems right. A.Sure! The Bill History tracks the management fees calculated by PortfolioCenter for each group and portfolio. The fee amounts in the Bill History may not...
by Krisan Marotta | Mar 6, 2015 | KBO, Reporting
Q. We have some manual accounts that typically get updated later than our downloaded data. We’d like to run all our quarterly reports at once and just note that manual information may not be accurate. Is there a way to do that in PortfolioCenter without...
by Krisan Marotta | Feb 18, 2015 | KBO, Reporting
Q. Some of my PortfolioCenter Holdings reports display multiple line items for the money market (example above). The total of the dollar amount adds up to the total at my broker (Schwab), but the duplicate lines confuse clients and clutter reports. Do you know why...
