by Krisan Marotta | Feb 18, 2015 | Reporting
Q. Some of my PortfolioCenter Holdings reports display multiple line items for the money market (example above). The total of the dollar amount adds up to the total at my broker (Schwab), but the duplicate lines confuse clients and clutter reports. Do you know why...
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...
