Krisan Marotta
Bifurcation Handling in PortfolioCenter 5.5

Bifurcation Handling in PortfolioCenter 5.5

PortfolioCenter 5.5 makes it easier to manage bifurcated average cost positions.   On the Matching Method tab of the portfolio details, you’ll find a new Bifurcation Handling check box.  By default, this box is checked and set to bifurcate lots acquired before...
Bifurcation and backdated transactions

Bifurcation and backdated transactions

Bifurcation threatens to be the monster that devours all your time! If you reset your cost basis in PortfolioCenter to move out of average cost accounting January 1 2012, what do you do with transactions that arrive in January but which are backdated to December? ...
Are you ready for bifurcation?

Are you ready for bifurcation?

With the new IRS tax reporting regulations, average cost positions will be bifurcated.  Thanks to government regulation, covered and uncovered shares will now maintain a separate average unit cost which require manual data entry in PortfolioCenter to maintain accurate...