Articles

Dividing a database

Dividing a database

Eventually your PortfolioCenter database will grow too large. It’s a data graveyard: Data goes in but never comes out. At some point you may want to create a database to archive dropped clients and keep it separate from your production database. Here’s how to do it.

read more

When NET framework breaks PortfolioCenter

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 crash instead of...

read more
2020 Stock Market Holidays

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 10FridayMemorial DayMay...

read more
Importing a Generic index file into PortfolioCenter

Importing a Generic index file into PortfolioCenter

Since the demise of InvestmentView on 3/31/2019), you may be scrambling to import index figures into PortfolioCenter.  If you can find the numbers, you can use the generic import to get the numbers into your PortfolioCenter database.  Here's how to do it. Create a...

read more
Adjust PortfolioCenter for National Day of Mourning

Adjust PortfolioCenter for National Day of Mourning

The US Stock Markets closed Wednesday December 5, 2018 as a national day of mourning for President George H.W. Bush.    You need to adjust PortfolioCenter for unexpected market "holiday." For the most accurate Time-Weighted Rate of Return (TWR) and Internal Rate of...

read more
2018 Stock Market Holidays

2018 Stock Market Holidays

In 2018 The New York Stock Exchange will be closed for the following Holidays: NYSE Holidays 2018 Date Day of Week New Year’s Day January 1 Monday Martin Luther King, Jr. Day January 15 Monday Washington’s Birthday February 19 Monday Good Friday March 30 Friday...

read more

Get Started