Cost Basis in PortfolioCenter Summary

Thanks to increased federal regulations, many custodians are providing cost basis information in the files downloaded to PortfolioCenter.   But how do you know if you need to keep both systems up to date?  And what decisions do you need to make to get started?

Here’s a collection of articles to help you tackle cost basis.

Initial Choices	Starting Cost Basis	Verify your Matching Method
Establish the System of Record	7 Reasons PortfolioCenter cost basis differs from the broker	Should you be using bifurcation?
Switching to Tax Lot Optimizer	Understanding the 5 Matching Methods	How to Calculate Cost Basis
Cost Basis Adjusted, now what?	Should I send tax reports from PortfolioCenter?	Cost Basis updated on sold shares?
Cost Basis falls to reconcile after transfer	Cost Basis falls to reconcile after sell	How to split cost basis

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