by Krisan Marotta | Jun 3, 2019 | KBO, Performance
Since the demise of InvestmentView on 3/31/2019), you may be scrambling to import index figures into PortfolioCenter. If you can find the numbers, you can use the generic import to get the numbers into your PortfolioCenter database. Here’s how to do it. Create...
by Krisan Marotta | Jan 13, 2014 | KBO, Reporting
Wondering which reports allow the use of indices and targets? As a rule of thumb, you can display an index and/or a target on any report in PortfolioCenter that includes a Time-Weighted Return calculation — which is most of the performance reports. ...
