[dropcap style="light"]Q.[/dropcap]I found this example Overview (pictured above) from PortfolioCenter's Presentation Studio on the Schwab Performance Technologies website. I would like to duplicate it in my data. Can you tell me how? [dropcap … [Read more...]
Error Building Presentations in Presentation Studio
I received this rather intimidating error while running a Presentation Studio batch print job in PortfolioCenter: Error building presentations - [Compilation of client presentation failed ['System.Windows.Data.BindingExpression' value cannot be … [Read more...]
Image files in PortfolioCenter Presentation Studio
Confused about how to size your logo for use on Presentation Studio reports in PortfolioCenter? Here are the basics. Presentation Studio lets you add two images to reports: A Company Logo which appears on every page in the report set. The … [Read more...]
PortfolioCenter Mountain Chart Replacement
[dropcap style="light"]Q.[/dropcap] I love the look of the new Presentation Studio reports in PortfolioCenter but I really miss the text summary section on the traditional analytical mountain chart (aka Portfolio Value vs Cumulative Net Investment) … [Read more...]
How to create a larger mountain chart in PortfolioCenter Presentation Studio
PortfolioCenter 5.8 brought us the ability to create custom Presentation Studio reports. Need some of ideas on how to use this great new feature? One of my managers loves the "mountain chart" (a.k.a. "Portfolio Value versus Cumulative Net … [Read more...]
