by Krisan Marotta | Nov 20, 2014 | Reporting
Need help understanding the PortfolioCenter Performance Reports? Here are answers to some of the most common questions. Explain my Performance Report Explain the Report Columns Contributions & Withdrawals What should I send clients? Which report format Should I...
by Krisan Marotta | Jan 13, 2014 | 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. ...
by Krisan Marotta | Oct 22, 2013 | Reporting
Q.Help! I’m trying to print the PortfolioCenter Comparative Portfolio Performance report and the legend is missing. Where did it go and how do I get it back? A.The legend on the line graph (Comparative Portfolio Performance under the traditional Performance...
by Krisan Marotta | Oct 8, 2013 | Reporting
Q.From PortfolioCenter, how can I run a report based on a holding? I’d like to be able to see which clients have that holding and what percent of their account(s) it represents. Then, I’d like to be able to export it into excel in order to edit and create trade...
by Krisan Marotta | Aug 29, 2013 | Reporting
Q.How do I adjust the columns on a PortfolioCenter report? The total number is ‘********’ instead of the number. A.PortfolioCenter replaces the numbers with ****** when the width of the column is too small for the font or the size of the number. To...
