Have you seen this error (or one like it) when using PortfolioCenter? I got this error when trying to use the Trade Lot Reconciliation Tool after Windows upgraded itself. Not only would the Trade Lot Reconciliation Tool fail, PortfolioCenter would … [Read more...]
How to use the PortfolioCenter Account Transfer bulk upload
PortfolioCenter 5.17.100.1 brought us the ability to upload a CSV to select multiple accounts in the Transfer Wizard. The most common reason to need a bulk upload is a client as dropped and you need to empty all the accounts. It can be … [Read more...]
How to run the Realized Gain report for all taxable accounts
The easiest way to run the realized gain/loss report for all taxable accounts is to create a batch print job. After that you only need to update your settings each year. Create Batch Print Job Assuming you have a set of your taxable accounts, … [Read more...]
2020 Stock Market Holidays
In 2020 The New York Stock Exchange will be closed for the following holidays: NYSE Holidays2020 DateDay of WeekNew Year’s DayJanuary 1WednesdayMartin Luther King, Jr. DayJanuary 20MondayWashington’s BirthdayFebruary 17MondayGood FridayApril … [Read more...]
Resolving PortfolioCenter “insufficient memory error”
Have you seen this error when running a batch job in PortfolioCenter? It sometimes happens when batch printing Presentation Studio reports. Here's how to solve it. Restart your computer and then run the job again. This often solves the … [Read more...]
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