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) in PortfolioCenter. Is there a … [Read more...]
Export holdings from PortfolioCenter to Excel
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 export it into excel in order to edit and … [Read more...]
How to adjust the columns on PortfolioCenter reports?
How do I adjust the columns on a PortfolioCenter report? The total number is '********' instead of the number. PortfolioCenter replaces the numbers with ****** when the width of the column is too small for the font or the size of the … [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...]
