by Krisan Marotta | Dec 1, 2011 | Performance
I upgraded to PortfolioCenter 5.4 and found a bug on my first day of using it. But it was easily solved. Problem: While batch processing intervals, PortfolioCenter 5.4 consistently stalled when it reached a particular account. The program would hang, requiring a...
by Krisan Marotta | Oct 5, 2011 | Reporting
September 2011 ended the worst quarter in terms of performance returns since I started working with PortfolioCenter in 1992. What PortfolioCenter reports could you send your clients to explain that while their portfolios are down, the drop does not necessarily...
by Krisan Marotta | Aug 17, 2011 | Tech Help
If you post and update PortfolioCenter daily, why do the values in your PortfolioCenter database differ from your broker’s online system? Because there is always a processing delay. Even if you download and update PortfolioCenter daily, your PortfolioCenter...
by Krisan Marotta | Aug 7, 2011 | Performance
The PortfolioCenter help files say “for selected securities you can do performance calculations based on a transaction at the end of the day, rather than the beginning of the day. You can mark your mutual funds for end of day flows in order to get the most...
by Krisan Marotta | Jul 28, 2011 | Cost Basis
Mr. & Mrs. Happyclient had a joint account. Unfortunately Mr. Happyclient passed away unexpectedly. In settling the estate, the “tax gods” decreed that half of every asset in the joint account and its cost basis should be transferred to a new taxable...
