Confused about the various files available for the Schwab Interface? There are 3 different types - all of which still work in the Schwab Interface for PortfolioCenter. What is the difference? Core files — are the newest files (available since … [Read more...]
Keep your PortfolioCenter database lean
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 … [Read more...]
