by Krisan Marotta | Sep 15, 2011 | Performance
A corporate action is an event such as an exchange, merger, stock split or spin-off that affects the securities of a public traded company. Frequently corporate actions result in fractional shares which are converted to cash. This conversion generates a transaction...
by Krisan Marotta | Aug 7, 2011 | Performance
The PortfolioCenter help files say “for selected securities you can do performance calculations based on a transaction at the end of the day, rather than the beginning of the day. You can mark your mutual funds for end of day flows in order to get the most...
