[dropcap style="light"]Q.[/dropcap] I'm confused about how the taxable flag should be set for the various fixed income securities. Everything seems to come in marked as taxable. Can you help? [dropcap style="light"]A. [/dropcap]For most brokers … [Read more...]
Using PortfolioCenter Securities Data Manager
Have you explored the Securities Data Manager in PortfolioCenter yet? I've been begging for this feature since the "Centerpiece" days and it's finally here! When I expressed my appreciation for the new tool, one of my managers responded, "Why … [Read more...]
Security Classifications in PortfolioCenter 3: Subsectors
SubSector codes are the categories YOU would choose to diversify your Sectors. Subsector codes are the numbers on a your Sector streets. Various streets may have the same numbers, but to find a specific building, you need to locate it by the street … [Read more...]
Security Classifications in PortfolioCenter 2: Sectors
Sectors are the categories you would choose to diversify your Asset Classes. Sectors are the streets that run through your Asset Class neighborhoods. While the same street may run through several neighborhoods, to find a specific location, you … [Read more...]
Security Classifications in PortfolioCenter 1: Asset Classes
Asset Classes describe your broadest investment category and should be the highest level of classification you use to describe portfolio composition and performance on client reports. Think of assets as the neighborhoods of your investment … [Read more...]
