How do I find the stock merger ratio?

How do I find the stock merger ratio?

Q. I want to use the PortfolioCenter Transaction Writer and the stock merger/exchange wizard to enter a stock merger.  What is the “share exchange ratio” and how do I find it? A. The share exchange ratio is the number of shares the investor receives of the...
PortfolioCenter Reports Gain/loss Mismatch

PortfolioCenter Reports Gain/loss Mismatch

Q. Why is the gain/loss on my PortfolioCenter performance reports different than the gain/loss on the PortfolioCenter tax reports? A. Comparing the gain/loss on performance reports to the gain/loss on realized gain/loss reports is comparing apples and oranges.  The...
Password protecting reports

Password protecting reports

Q. How can I password protect a report I send to a client? A.  First, a word of caution:  some of my managers have been dinged in recent SEC audits for transmitting financial data through email.  Long term, consider finding a secure alternative to sending...