by Krisan Marotta | Oct 29, 2013 | Performance
What do you do with 401ks or annuities that you’d like to track in PortfolioCenter but which are not available through your regular downloads? Is manual entry the only option? Download everything you can The best long term, most cost effective solution...
by Krisan Marotta | May 2, 2013 | Performance
Both the Receipt/Transfer and Credit/Debit transactions move securities into and out of an account. Why do you need both and when should you use a credit versus a receipt and/or a debit verses a transfer? The key is understanding how the two transaction types affect...
by Krisan Marotta | Mar 12, 2013 | Tech Help
Since PortfolioCenter 5.5 improved the ability to track client account details, you may have seen the above screen and wondered what to do with it. The short answer is: do not post it. What’s Happening You may run into this suggested “update” when...
by Krisan Marotta | Jan 22, 2013 | Performance
The friendly folks at Schwab PortfolioCenter keep adding great tools to the PortfolioCenter data management arsenal. Organizing, updating and revising data has become much easier and error-proof since the Centerpiece days! If you’ve been too busy to explore the...
by Krisan Marotta | Jan 2, 2013 | Performance
Happy New Year from the bottom of the fiscal cliff! As we look ahead to taxmageddon, here are the top ten most-read blog posts on krisan.com for 2012. [table style=”1″] [/table] [heading style=”1″]Thank you for reading![/heading]...
