by Krisan Marotta | Feb 5, 2013 | Cost Basis, KBO
December 2012 brought PortfolioCenter users a cost basis Christmas present! These improvements slipped in so quietly during the year-end rush, you may have missed them. The closing transactions in the Schwab, Fidelity, TD Ameritrade, and Pershing transaction files...
by Krisan Marotta | Jun 18, 2012 | Cost Basis, KBO
If you think the cost basis enhancements in PortfolioCenter 5.5 sound too good to be true, you’re right. Postpone the celebration. By my reading, the announcement promises more than the enhancements deliver. The announcement for enhancements to PortfolioCenter...
