[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...]
Export holdings from PortfolioCenter to Excel
[dropcap style="2" size="3"]Q.[/dropcap]From PortfolioCenter, how can I run a report based on a holding? I'd like to be able to see which clients have that holding and what percent of their account(s) it represents. Then, I’d like to be able to … [Read more...]
How to adjust the columns on PortfolioCenter reports?
[dropcap style="2" size="3"]Q.[/dropcap]How do I adjust the columns on a PortfolioCenter report? The total number is '********' instead of the number. [dropcap style="2" size="3"]A.[/dropcap]PortfolioCenter replaces the numbers with ****** when … [Read more...]
The end of PortfolioCenter eReports
In July Schwab Performance Technologies announced the likely end of eReports: We are informing you that Adobe® ended support for Adobe Distiller® Server software on May 31, 2013. Distiller is an application that is critical to running the … [Read more...]
Printing a Presentation Studio Report
Presentation Studio reports are easier to print properly than traditional PortfolioCenter reports. If you need a quick Presentation, here are the basic steps: To run a Presentation Studio report for 1 client: Open PortfolioCenter Find and … [Read more...]
