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How much does Schwab’s PortfolioCenter cost?
by Krisan Marotta on January 23, 2012 in Other Stuff
PortfolioCenter is worth the cost, especially considering what it does for you. But if you truly can't afford the cost yet, you still have options. ...
Understanding income types in PortfolioCenter
by Krisan Marotta on January 17, 2012 in Reporting
Most brokers download the correct income type into PortfolioCenter. Normally, you should not need to change the income type, but you can understand them.
by Krisan Marotta on January 13, 2012 in Cost Basis & Taxes
Bifurcation threatens to be the monster that devours all your time. Here's one more item to add to your list: backdated transactions.
One more step in PortfolioCenter to handle bifurcation
by Krisan Marotta on January 5, 2012 in Cost Basis & Taxes
There's an additional step which is not discussed in the PortfolioCenter documentation for dealing with the bifurcation of average cost mutual funds.
Time to Adjust PortfolioCenter for New Year’s Day 2012
by Krisan Marotta on January 3, 2012 in Performance
Since the New Year's Day market holiday fell on January 2 for 2012, the market holiday needs to be modified in PortfolioCenter for accurate performance.
What is the “W” on the Cost Basis Reconciliation report?
by Krisan Marotta on January 2, 2012 in Cost Basis & Taxes
Wondering why a "W" sometimes appears in the comment field on the PortfolioCenter cost basis reconciliation report? Here's the answer.
Why does Schwab fail to reconcile with PortfolioCenter?
by Krisan Marotta on December 31, 2011 in Performance
Did your Schwab accounts reconcile yesterday but today the money market on every account fails to reconcile? Here's why.
Handling Partial Wash Sales in PortfolioCenter
by Krisan Marotta on December 29, 2011 in Cost Basis & Taxes
Partial wash sales impact both open and closed positions. They must be adjusted to maintain accurate cost basis in PortfolioCenter.
Are you ready for bifurcation?
by Krisan Marotta on December 27, 2011 in Cost Basis & Taxes
Managing bifurcating in PortfolioCenter will involve complicated manual data entry, potentially affecting 1000's of lots over many years. However, you can avoid it.
PortfolioCenter Cost Basis Reconciliation Report Settings
by Krisan Marotta on December 11, 2011 in Cost Basis & Taxes
Wondering which settings to use on the Cost Basis Reconciliation Report in PortfolioCenter interfaces? For daily work, you only need two.

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