KBO Blog | Krisan Marotta

4 times to question the Internal Rate of Return (IRR)

Internal Rate of Return is useful as a measurement of an individual holding but 4 situations can skew the IRR.

How do I create a custom Overview in Presentation Studio?

How can I duplicate this Overview from PortfolioCenter’s Presentation Studio in my data?

TIAA CREF Symbol Change: the sequel

TIAA-CREF is splitting their symbols to reflect new share classes. There are 2 ways to handle it.

PortfolioCenter Bill History explained

Here’s everything you need to understand the PortfolioCenter Billing History.

How to add a manual report disclaimer in PortfolioCenter

If you’d like to add a disclaimer to only certain clients reports in PortfolioCenter, here are the 3 easy steps.

Solving multiple money funds in PortfolioCenter

Some of PortfolioCenter Holdings reports may display multiple line items for the money market. Why this happens and how to fix it.

What to NOT to compare in PortfolioCenter

One of the most frequent sources of confusion about PortfolioCenter data stems from expecting various numbers on different reports to match. Here’s what NOT to compare.

End of year RMD value problem

I've written before on why the PortfolioCenter ending value frequently differs from the ending value on the brokerage statement. I thought I'd seen everything, but this one really surprised me! January means it's time to compute RMDs based on the 12/31 value. Each...