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How do I find a stock’s date of death value? When a client passes away, most likely you’ll be asked for the valuation of the estate on the date of death. Can you retrieve this information from PortfolioCenter?
Why is there a positive Dollar Gain and a negative Time Weighted Return? Or vice versa? A positive Dollar Gain and a negative Time Weighted Return (or vice versa) occur more frequently than you might expect. Here's how it happens.
Time Warner Cable merger with Charter Communication Inc On May 18, 2016, Charter Communications, Inc. (CHTR) merged with Time Warner Cable Inc (TWR). If you have clients that held CHTR prior to the merger you need to handle this stock split a little differently.
What’s the difference between Time Weighted Return and Internal Rate of Return? PortfolioCenter provides two main performance calculations: Internal Rate of Return (IRR) and Time-Weighted Rate of Return (TWR). What's the difference?
Switching to Schwab Tax Lot Optimizer With the new matching method called "Tax Lot Optimizer", you can produce the smallest capital gain or largest capital loss when selling positions. Here's how to switch.
SEC Audit: Producing a trade blotter When the SEC Auditor knocks on your door, one item he will request is a spreadsheet containing a trade blotter for the time period under review. The easiest way to retrieve this information is using the Export Wizard.
Aloca (AA) spinoff Arconic (ARNC) On November 1, 2016, Alcoa Inc became two companies. The original Arcon shares (AA) became Arconic Inc (ARNC). Then ARNC spunoff a new Alcoa Corp (AA). Great news for investors, but a headache for PortfolioCenter users.
How does Schwab process Tax Lot Optimizer? Need some help understanding how Schwab processes trade lots when using the Tax Lot Optimizer? The method takes losses before and gains.
Schwab Account Type Codes Confused about what the codes mean in the Schwab account type field? Here's the list.
How much does Schwab’s PortfolioCenter cost? PortfolioCenter is worth the cost, especially considering what it does for you. But if you truly can't afford the cost yet, you still have options.
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- How do I find a stock’s date of death value? When a client passes away, most likely you’ll be asked for the valuation of the estate on the date of death. Can you retrieve this information from PortfolioCenter?
- How does Schwab process Tax Lot Optimizer? Need some help understanding how Schwab processes trade lots when using the Tax Lot Optimizer? The method takes losses before and gains.
- Switching to Schwab Tax Lot Optimizer With the new matching method called "Tax Lot Optimizer", you can produce the smallest capital gain or largest capital loss when selling positions. Here's how to switch.
2017 Stock Market Holidays In 2017 The New York Stock Exchange will be closed for the following Holidays.
Will outsourcing PortfolioCenter work for you? Three factors reliably predict which "swimmers" in the PortfolioCenter outsourcing pool reach Olympic gold and which barely tread water.
Understanding the 5 Matching Methods in PortfolioCenter The matching method you select for closing transactions greatly influences cost basis and your clients' taxes. Make sure you understand the 5 options available in PortfolioCenter.
Handling Partial Wash Sales in PortfolioCenter Partial wash sales impact both open and closed positions. They must be adjusted to maintain accurate cost basis in PortfolioCenter.
How to prepare for an SEC audit Much advice on surviving an SEC audit is general (e.g. "keep good records" and "stay organized"). While good advice, here is specific information I've seen auditors request.- Why is there a positive Dollar Gain and a negative Time Weighted Return? Or vice versa? A positive Dollar Gain and a negative Time Weighted Return (or vice versa) occur more frequently than you might expect. Here's how it happens.
- Aloca (AA) spinoff Arconic (ARNC) On November 1, 2016, Alcoa Inc became two companies. The original Arcon shares (AA) became Arconic Inc (ARNC). Then ARNC spunoff a new Alcoa Corp (AA). Great news for investors, but a headache for PortfolioCenter users.
