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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.
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?
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.
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.
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.
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.
Cost basis adjusted, now what? Broker says: "Cost Basis Adjusted. No Action Required." But the cost basis in PortfolioCenter no longer reconciles with the broker. Now what?
Google Name Change and C Shares spinoff The Google stock dividend changed the historic symbol, creating a problem for PortfolioCenter users. Here's help.
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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?
- 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.
- 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.
- 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.
How do I find the stock merger ratio? You need the share exchange ratio to process a stock merger in the PortfolioCenter transaction writer. But how do you find it?- Cost basis adjusted, now what? Broker says: "Cost Basis Adjusted. No Action Required." But the cost basis in PortfolioCenter no longer reconciles with the broker. Now what?
Getting CUSIPs into PortfolioCenter to file Form13F HELP! How can I find CUSIPs for the securities we currently hold and how can I get them into PortfolioCenter?
Schwab Account Type Codes Confused about what the codes mean in the Schwab account type field? Here's the list.- 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.
Tracking cost basis in PortfolioCenter How much time should you devote to cost basis in PortfolioCenter software since new regulations do not require advisors to track cost basis?
