by Krisan Marotta | Apr 4, 2014 | Performance
On April 3 2014, your Google shares became Class A shares and you received a stock dividend of new class C shares. Great news for investors, crazy news for PortfolioCenter users. The problem for PortfolioCenter is the new shares are trading under the historic symbol...
by Krisan Marotta | Feb 19, 2014 | Performance
The Performance Inception date is the date from which PortfolioCenter begins measuring performance for a particular account. If you want accurate performance returns, this date must be correct. Fortunately, you can let PortfolioCenter set this date automatically....
by Krisan Marotta | Nov 5, 2013 | Performance
The best long term, most cost effective solution for data entry into PortfolioCenter is to move everything you can to a place from which you can download. But what if you there is no Schwab Performance Technologies interface, the information is not available through...
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 | Jul 23, 2013 | Performance
Q.I have a few accounts where the cash does not reconcile with the broker. Is it worth spending the time to reconcile them? Or should I just enter a journal to adjust the positions? A.The best solution is to keep your accounts reconciled daily with a professional...
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...
