Understanding the Schwab Interface File Types

Understanding the Schwab Interface File Types

Confused about the various files available for the Schwab Interface?  There are 3 different types – all of which still work in the Schwab Interface for PortfolioCenter. What is the difference? Core files — are the newest files (available since 5.9) and contain...
Keep your PortfolioCenter database lean

Keep your PortfolioCenter database lean

Has the size of your PortfolioCenter database exploded while response time has slowed to a crawl?  Try removing old interface files, particularly the Cost Basis Reconciliation files. One of my databases shrank by a whopping 46% and response time dramatically improved...