Need help understanding the PortfolioCenter Performance Reports? Here are answers to some of the most common questions. Explain my Performance Report Explain the Report Columns Contributions & Withdrawals What should I send … [Read more...]
Can I display an index on a PortfolioCenter Performance Report?
Wondering which reports allow the use of indices and targets? As a rule of thumb, you can display an index and/or a target on any report in PortfolioCenter that includes a Time-Weighted Return calculation -- which is most of the performance … [Read more...]
Missing legend on PortfolioCenter Comparative Portfolio Performance
[dropcap style="2" size="3"]Q.[/dropcap]Help! I'm trying to print the PortfolioCenter Comparative Portfolio Performance report and the legend is missing. Where did it go and how do I get it back? [dropcap style="2" size="3"]A.[/dropcap]The … [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...]
