by Krisan Marotta | Dec 11, 2012 | Reporting
Each PortfolioCenter performance report offers a bewildering variety of format options which determine the level of detail shown on the report. These detail formats are available on both the “analytical” reports (the original Performance reports in...
by Krisan Marotta | Feb 13, 2012 | Cost Basis
Tracking cost basis in PortfolioCenter software is an increasingly time-consuming proposition. As brokers provide more accurate cost basis numbers through their downloads, we are seeing with increasing clarity how difficult it is to maintain a duplicate system in...
by Krisan Marotta | Feb 9, 2012 | Cost Basis
Q.How do I get PortfolioCenter to treat the cost basis of an inherited security as “long term”? If I sell the security before a year has passed, the realized gains report classifies it as short term. A. First, make sure you have the right cost basis. ...
by Krisan Marotta | Jun 28, 2011 | Cost Basis
Cost basis is the cornerstone of your realized and unrealized gain/loss calculations. The matching method you select for closing transactions greatly influences cost basis. Recent legislation requiring custodians to track cost basis makes understanding your...
