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...
Using Groups and Sets in PortfolioCenter

Using Groups and Sets in PortfolioCenter

What’s the difference between a Group and a Set in PortfolioCenter? Group = reporting unit A Group is a collection of accounts usually related by family and typically a unit that you’d like to see on one report.  For one family you might have any of the...
PortfolioCenter Quarter End Checklist

PortfolioCenter Quarter End Checklist

Does it take too much time to finish your quarter reports because small problems slow you down?  You can be ready for quarter end by performing some quick basic checks the week before the quarter ends.  Running through the checklist below — before the quarter...