by Krisan Marotta | May 19, 2014 | Most Popular, Performance
PortfolioCenter provides two main performance calculations: Internal Rate of Return (IRR) and Time-Weighted Rate of Return (TWR). What’s the difference? IRR measures the overall growth of the portfolio. If your goal is to reach a $1 million by age 65, IRR...
by Krisan Marotta | Dec 5, 2011 | Cost Basis, Most Popular
Thanks to increased federal regulations, many custodians are providing cost basis information in the files downloaded to PortfolioCenter. Now you have two systems to keep up to date! Fortunately, you can compare the cost basis information downloaded from the...
