by Krisan Marotta | Feb 7, 2017 | KBO, Reporting
Q.One of my intra-group transfers is not being omitted on a PortfolioCenter performance report. In this portfolio, $991 was transferred from one account in the group to another account in the group. I believe my settings are correct. Yet, that $991 is showing in...
by Krisan Marotta | Aug 15, 2014 | KBO, Reporting
Q.Can you explain “intra-group transfers” and why the contribution/withdrawal numbers are not the same on all the PortfolioCenter performance reports? A. In PortfolioCenter, an “intra-group” transfer is money or securities moved between two...
by Krisan Marotta | Aug 4, 2014 | KBO, Performance
After receiving their PortfolioCenter quarterly reports, the most frequent question from clients usually concerns the net contributions/withdrawals. (“But I didn’t take out that much money?!”) The total contributions and withdrawals on...
