by Krisan Marotta | Jan 22, 2013 | Performance
The friendly folks at Schwab PortfolioCenter keep adding great tools to the PortfolioCenter data management arsenal. Organizing, updating and revising data has become much easier and error-proof since the Centerpiece days! If you’ve been too busy to explore the...
by Krisan Marotta | Jan 2, 2013 | Performance
Happy New Year from the bottom of the fiscal cliff! As we look ahead to taxmageddon, here are the top ten most-read blog posts on krisan.com for 2012. [table style=”1″] [/table] [heading style=”1″]Thank you for reading![/heading]...
by Krisan Marotta | Dec 4, 2012 | Performance, Reporting
Q. Is there a way create a Smart Set in Portfolio Center using data other than the standard and custom fields? We were hoping to generate sets based off client performance for analysis. We would like a set based on gross individual portfolio performance for a...
by Krisan Marotta | Nov 5, 2012 | Performance
Three Schwab money market symbols in PortfolioCenter have the same default symbol as three securities. If you buy one of the funds, your trades may mistakenly appear as a cash transaction in the downloads. If you have been using PortfolioCenter since the pre-email...
by Krisan Marotta | Oct 30, 2012 | Performance
Since the stock market closed due to Hurricane Sandy for two days due in October, 2012, you may need to adjust PortfolioCenter for unexpected market “holidays.” For the most accurate Time-Weighted Rate of Return (TWR) and Internal Rate of Return (IRR)...
by Krisan Marotta | Oct 23, 2012 | Performance
Has the size of your PortfolioCenter database exploded while response time has slowed to a crawl? Try removing old interface files, particularly the Cost Basis Reconciliation files. One of my databases shrank by a whopping 46% and response time dramatically improved...
