Bifurcation and backdated transactions

Bifurcation and backdated transactions

Bifurcation threatens to be the monster that devours all your time! If you reset your cost basis in PortfolioCenter to move out of average cost accounting January 1 2012, what do you do with transactions that arrive in January but which are backdated to December? ...
Bifurcation: One more step in PortfolioCenter

Bifurcation: One more step in PortfolioCenter

There’s an additional step you may need to take which is not discussed in the PortfolioCenter documentation for dealing with the bifurcation of average cost mutual funds. If you plan to switch from average cost accounting long term, you should change your...