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 | Dec 23, 2013 | Presentation Studio
Q. I love the look of the new Presentation Studio reports in PortfolioCenter but I really miss the text summary section on the traditional analytical mountain chart (aka Portfolio Value vs Cumulative Net Investment) in PortfolioCenter. Is there a way to recreate...
by Krisan Marotta | Dec 17, 2013 | Reporting
Deciding which PortfolioCenter reports to send to clients does not seem to be a settled question, especially as Schwab Performance Technologies regularly adds options with the Presentation Studio reports. While choosing which PortfolioCenter reports to send is highly...
by Krisan Marotta | Nov 26, 2013 | Presentation Studio
PortfolioCenter 5.8 brought us the ability to create custom Presentation Studio reports. Need some of ideas on how to use this great new feature? One of my managers loves the “mountain chart” (a.k.a. “Portfolio Value versus Cumulative Net...
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...
